Rtw Investments, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Rtw Investments, Lp disclosed 80 stock positions valued at approximately $11.71B as of quarter-end June 30, 2026. The largest holdings include MADRIGAL PHARMACEUTICALS INC, ARGENX SE, and PTC THERAPEUTICS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 80
- Portfolio Value
- $11.71B
Holdings by Sector
Rtw Investments, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MADRIGAL PHARMACEUTICALS INC | MDGL | Healthcare | 9.14% | 1,993,687 | - | - | $1,070,510,235 |
| ARGENX SE | ARGX | Healthcare | 5.62% | 709,446 | - | - | $658,202,715 |
| PTC THERAPEUTICS INC | PTCT | Healthcare | 5.39% | 7,746,415 | - | - | $631,875,072 |
| PROTAGONIST THERAPEUTICS INC | PTGX | Healthcare | 5.30% | 5,061,175 | +2,122 | +0.04% | $620,398,832 |
| CG ONCOLOGY INC | CGON | Healthcare | 5.16% | 8,514,590 | +1,529,782 | +21.90% | $604,961,620 |
| INSMED INC | INSM | Healthcare | 4.41% | 4,842,880 | - | - | $516,347,866 |
| TANGO THERAPEUTICS INC | TNGX | Healthcare | 3.71% | 13,900,620 | +600,000 | +4.51% | $434,533,381 |
| SPYRE THERAPEUTICS INC | SYRE | Healthcare | 3.22% | 4,251,996 | +80,000 | +1.92% | $377,492,205 |
| CELCUITY INC | CELC | Healthcare | 2.95% | 3,304,903 | +265,282 | +8.73% | $345,758,952 |
| ERASCA INC | ERAS | Healthcare | 2.81% | 17,946,754 | +1,789,579 | +11.08% | $328,784,533 |
| RADNET INC | RDNT | Healthcare | 2.55% | 4,846,958 | +561,958 | +13.11% | $298,911,900 |
| ORUKA THERAPEUTICS INC | ORKA | Other | 2.55% | 3,139,030 | +1,080,882 | +52.52% | $298,741,485 |
| NATERA INC | NTRA | Healthcare | 2.32% | 1,000,000 | -250,000 | -20.00% | $271,450,000 |
| ULTRAGENYX PHARMACEUTICAL IN | RARE | Healthcare | 2.22% | 7,796,895 | +4,148,100 | +113.68% | $260,338,324 |
| IRHYTHM HOLDINGS INC | IRTC | Healthcare | 2.22% | 2,182,631 | +514,131 | +30.81% | $259,623,957 |
| CYTOKINETICS INC | CYTK | Healthcare | 2.08% | 2,862,003 | +140,845 | +5.18% | $243,814,036 |
| KAILERA THERAPEUTICS INC | KLRA | Other | 2.03% | 10,776,820 | +10,776,820 | +100.00% | $237,413,345 |
| ESTABLISHMENT LABS HLDGS INC | ESTA | Other | 1.95% | 2,655,695 | - | - | $227,885,188 |
| GUARDANT HEALTH INC | GH | Healthcare | 1.90% | 1,481,033 | - | - | $222,199,381 |
| NEUROCRINE BIOSCIENCES INC | NBIX | Healthcare | 1.82% | 1,267,925 | +205,853 | +19.38% | $213,689,740 |
| TARSUS PHARMACEUTICALS INC | TARS | Healthcare | 1.80% | 3,357,059 | +11,034 | +0.33% | $211,293,293 |
| STOKE THERAPEUTICS INC | STOK | Healthcare | 1.57% | 5,623,525 | - | - | $184,001,738 |
| UNIQURE NV | QURE | Other | 1.55% | 3,941,572 | +1,355,216 | +52.40% | $181,548,806 |
| ACADIA PHARMACEUTICALS INC | ACAD | Healthcare | 1.54% | 7,144,524 | - | - | $180,756,457 |
| REPLIGEN CORP | RGEN | Healthcare | 1.45% | 1,240,637 | +34,637 | +2.87% | $169,272,512 |
| GH RESEARCH PLC | GHRS | Other | 1.36% | 5,933,815 | - | - | $159,500,947 |
| IMMUNOCORE HLDGS PLC | IMCR | Healthcare | 1.32% | 4,869,798 | - | - | $154,616,087 |
| COMPASS PATHWAYS PLC | CMPS | Healthcare | 1.29% | 10,700,974 | +68,584 | +0.65% | $151,418,782 |
| IMMATICS N.V | IMTX | Other | 1.12% | 12,946,176 | +76,836 | +0.60% | $131,144,763 |
| ZAI LAB LTD | ZLAB | Healthcare | 1.07% | 6,574,032 | - | - | $124,906,608 |
Showing 30 of 80 holdings in the latest reporting period.