Rtw Investments, Lp Portfolio Stock Holdings
Rtw Investments, Lp disclosed 88 stock positions valued at approximately $10.0 billion in its latest SEC 13F filing. The largest holdings include MADRIGAL PHARMACEUTICALS INC, INSMED INC, and PROTAGONIST THERAPEUTICS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 88
- Portfolio Value
- $10.0B
Holdings by Sector
Rtw Investments, Lp Portfolio Holdings in Q1 2026
67 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MADRIGAL PHARMACEUTICALS INC | MDGL | Healthcare | 10.38% | 1,993,687 | - | - | $1,043,635,334 |
| INSMED INC | INSM | Healthcare | 7.88% | 4,842,880 | +1 | +0.00% | $791,907,738 |
| PROTAGONIST THERAPEUTICS INC | PTGX | Healthcare | 5.31% | 5,059,053 | - | - | $533,224,186 |
| PTC THERAPEUTICS INC | PTCT | Healthcare | 5.25% | 7,746,415 | - | - | $527,763,254 |
| ARGENX SE | ARGX | Healthcare | 5.16% | 709,446 | +35,949 | +5.34% | $518,072,942 |
| CG ONCOLOGY INC | CGON | Healthcare | 4.70% | 6,984,808 | +4,972,681 | +247.14% | $472,731,805 |
| CELCUITY INC | CELC | Healthcare | 3.45% | 3,039,621 | +2,489,461 | +452.50% | $346,942,341 |
| TANGO THERAPEUTICS INC | TNGX | Healthcare | 2.77% | 13,300,620 | +11,809,392 | +791.92% | $278,248,970 |
| ERASCA INC | ERAS | Healthcare | 2.60% | 16,157,175 | +16,010,524 | +10917.43% | $261,423,092 |
| NATERA INC | NTRA | Healthcare | 2.49% | 1,250,000 | -250,000 | -16.67% | $249,987,500 |
| RADNET INC | RDNT | Healthcare | 2.38% | 4,285,000 | +346,500 | +8.80% | $239,488,650 |
| TARSUS PHARMACEUTICALS INC | TARS | Healthcare | 2.34% | 3,346,025 | +10,705 | +0.32% | $234,723,654 |
| APOGEE THERAPEUTICS INC | APGE | Healthcare | 2.33% | 2,782,097 | +70,000 | +2.58% | $234,169,104 |
| SPYRE THERAPEUTICS INC | SYRE | Healthcare | 2.09% | 4,171,996 | - | - | $210,435,478 |
| COGENT BIOSCIENCES INC | COGT | Healthcare | 2.09% | 5,458,675 | -2,133,566 | -28.10% | $210,104,401 |
| IRHYTHM HOLDINGS INC | IRTC | Healthcare | 1.96% | 1,668,500 | +486,510 | +41.16% | $196,916,370 |
| STOKE THERAPEUTICS INC | STOK | Healthcare | 1.82% | 5,623,525 | +76,669 | +1.38% | $183,101,974 |
| CYTOKINETICS INC | CYTK | Healthcare | 1.78% | 2,721,158 | - | - | $179,351,524 |
| ACADIA PHARMACEUTICALS INC | ACAD | Healthcare | 1.58% | 7,144,524 | - | - | $159,037,104 |
| ESTABLISHMENT LABS HLDGS INC | ESTA | Other | 1.50% | 2,655,695 | +66,864 | +2.58% | $150,790,362 |
| APELLIS PHARMACEUTICALS INC | APLS | Healthcare | 1.48% | 3,685,045 | -3,981,719 | -51.93% | $148,249,360 |
| IMMUNOCORE HLDGS PLC | IMCR | Healthcare | 1.46% | 4,869,798 | - | - | $146,824,410 |
| REPLIGEN CORP | RGEN | Healthcare | 1.41% | 1,206,000 | +142,000 | +13.35% | $142,090,920 |
| NEUROCRINE BIOSCIENCES INC | NBIX | Healthcare | 1.39% | 1,062,072 | - | - | $139,917,365 |
| GUARDANT HEALTH INC | GH | Healthcare | 1.36% | 1,481,033 | - | - | $136,803,018 |
| ZAI LAB LTD | ZLAB | Healthcare | 1.23% | 6,574,032 | -385,000 | -5.53% | $123,657,542 |
| BELITE BIO INC | BLTE | Healthcare | 1.13% | 715,332 | - | - | $114,052,534 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 1.01% | 220,000 | +118,772 | +117.33% | $101,417,800 |
| XENCOR INC | XNCR | Healthcare | 0.81% | 6,777,461 | - | - | $81,736,180 |
| CENTESSA PHARMACEUTICALS PLC | CNTA | Healthcare | 0.81% | 2,054,175 | +263,338 | +14.70% | $81,591,831 |
| IMMUNOVANT INC | IMVT | Healthcare | 0.79% | 3,177,849 | -1 | -0.00% | $78,937,769 |
| ULTRAGENYX PHARMACEUTICAL IN | RARE | Healthcare | 0.76% | 3,648,795 | +648,656 | +21.62% | $76,442,255 |
| HINGE HEALTH INC | 433313103 | Other | 0.74% | 1,930,000 | +1,576,500 | +445.97% | $74,420,800 |
| CASTLE BIOSCIENCES INC | CSTL | Healthcare | 0.67% | 2,758,335 | +643,098 | +30.40% | $67,717,124 |
| ROCKET PHARMACEUTICALS INC | RCKT | Healthcare | 0.63% | 17,687,772 | - | - | $63,322,224 |
| TAYSHA GENE THERAPIES INC | TSHA | Healthcare | 0.61% | 13,680,248 | -2,718,049 | -16.58% | $61,150,709 |
| ALKERMES PLC | G01767105 | Other | 0.59% | 1,672,356 | - | - | $59,134,508 |
| COMPASS PATHWAYS PLC | CMPS | Healthcare | 0.59% | 10,632,390 | +1,875,000 | +21.41% | $58,797,117 |
| KODIAK SCIENCES INC | KOD | Healthcare | 0.56% | 1,487,934 | +1 | +0.00% | $56,720,044 |
| REPLIMUNE GROUP INC | REPL | Healthcare | 0.56% | 7,356,916 | +216,564 | +3.03% | $56,280,407 |
| CRINETICS PHARMACEUTICALS IN | CRNX | Healthcare | 0.52% | 1,451,326 | +100,000 | +7.40% | $52,712,160 |
| WAYSTAR HLDG CORP | WAY | Healthcare | 0.39% | 1,630,000 | +1,630,000 | +100.00% | $39,299,300 |
| ARROWHEAD PHARMACEUTICALS IN | ARWR | Healthcare | 0.37% | 585,682 | +966 | +0.17% | $36,722,261 |
| ORCHESTRA BIOMED HLDGS INC | OBIO | Healthcare | 0.35% | 8,306,063 | - | - | $35,300,768 |
| VERASTEM INC | VSTM | Healthcare | 0.35% | 6,576,306 | - | - | $34,854,422 |
| STRYKER CORPORATION | SYK | Healthcare | 0.33% | 100,000 | -145,000 | -59.18% | $32,859,000 |
| SAVARA INC | SVRA | Healthcare | 0.32% | 5,952,380 | - | - | $32,499,995 |
| CANDEL THERAPEUTICS INC | CADL | Healthcare | 0.31% | 6,422,018 | +6,422,018 | +100.00% | $31,467,888 |
| AQUESTIVE THERAPEUTICS INC | AQST | Healthcare | 0.31% | 7,426,471 | +1,176,471 | +18.82% | $30,819,855 |
| NEUROGENE INC | NGNE | Healthcare | 0.27% | 1,362,456 | - | - | $27,467,113 |
| CULLINAN THERAPEUTICS INC | CGEM | Healthcare | 0.24% | 1,705,960 | - | - | $24,241,692 |
| COMPASS THERAPEUTICS INC | CMPX | Healthcare | 0.22% | 4,186,599 | +1,686,599 | +67.46% | $22,147,109 |
| DIANTHUS THERAPEUTICS INC | DNTH | Healthcare | 0.21% | 248,063 | +248,063 | +100.00% | $20,817,447 |
| FULGENT GENETICS INC | FLGT | Healthcare | 0.20% | 1,289,000 | +583,973 | +82.83% | $20,495,100 |
| KYMERA THERAPEUTICS INC | KYMR | Healthcare | 0.20% | 240,000 | - | - | $19,989,600 |
| CENTURY THERAPEUTICS INC | IPSC | Healthcare | 0.20% | 8,695,652 | +8,695,652 | +100.00% | $19,652,174 |
| BEAM THERAPEUTICS INC | BEAM | Healthcare | 0.14% | 570,394 | - | - | $13,592,489 |
| AVALO THERAPEUTICS INC | AVTX | Healthcare | 0.13% | 856,962 | +856,962 | +100.00% | $12,794,443 |
| OCUGEN INC | OCGN | Healthcare | 0.12% | 6,666,666 | +6,666,666 | +100.00% | $12,066,665 |
| CAPRICOR THERAPEUTICS INC | CAPR | Healthcare | 0.08% | 250,000 | - | - | $7,600,000 |
| MILESTONE PHARMACEUTICALS IN | MIST | Healthcare | 0.07% | 6,331,001 | +3,824,899 | +152.62% | $7,533,891 |
| LARIMAR THERAPEUTICS INC | LRMR | Healthcare | 0.07% | 1,500,000 | -1,625,000 | -52.00% | $6,750,000 |
| TENAX THERAPEUTICS INC | TENX | Healthcare | 0.06% | 370,246 | -8,100 | -2.14% | $5,920,234 |
| 4D MOLECULAR THERAPEUTICS IN | FDMT | Healthcare | 0.04% | 475,737 | - | - | $4,429,111 |
| DISC MEDICINE INC | IRON | Healthcare | 0.02% | 30,000 | - | - | $1,918,200 |
| EXAGEN INC | XGN | Healthcare | 0.01% | 395,231 | -395,231 | -50.00% | $1,185,693 |
| ROCKET PHARMACEUTICALS INC | RCKTW | Other | 0.00% | 350,000 | - | - | $7,210 |