Fund HoldingsRTW INVESTMENTS, LP

Total Portfolio Value
$11.71B
Total Bought
$2.11B
Total Sold
$1.01B
Net Transaction
+$1.10B
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
KAILERA THERAPEUTICS INC010,776,820+10,776,8200237,4132.03%+237,413
ORUKA THERAPEUTICS INC(ORKA)2,058,1483,139,030+1,080,882100,952298,7412.55%+197,789
ULTRAGENYX PHARMACEUTICAL IN(RARE)3,648,7957,796,895+4,148,10076,442260,3382.22%+183,896
SPYRE THERAPEUTICS INC(SYRE)4,171,9964,251,996+80,000210,435377,4923.22%+167,057
TANGO THERAPEUTICS INC(TNGX)13,300,62013,900,620+600,000278,249434,5333.71%+156,284
ARGENX SE(ARGX)709,446709,4460518,073658,2035.62%+140,130
UNIQURE NV(QURE)2,586,3563,941,572+1,355,21642,287181,5491.55%+139,262
CG ONCOLOGY INC(CGON)6,984,8088,514,590+1,529,782472,732604,9625.16%+132,230
PTC THERAPEUTICS INC(PTCT)7,746,4157,746,4150527,763631,8755.39%+104,112
COMPASS PATHWAYS PLC(CMPS)10,632,39010,700,974+68,58458,797151,4191.29%+92,622
PROTAGONIST THERAPEUTICS INC5,059,0535,061,175+2,122533,224620,3995.30%+87,175
STRUCTURE THERAPEUTICS INC01,607,507+1,607,507086,2750.74%+86,275
UROGEN PHARMA LTD(URGN)4,543,8954,543,895081,699167,2151.43%+85,516
GUARDANT HEALTH INC(GH)1,481,0331,481,0330136,803222,1991.90%+85,396
ESTABLISHMENT LABS HLDGS INC(ESTA)2,655,6952,655,6950150,790227,8851.95%+77,095
GH RESEARCH PLC(GHRS)5,933,8155,933,815083,429159,5011.36%+76,072
NEUROCRINE BIOSCIENCES INC(NBIX)1,062,0721,267,925+205,853139,917213,6901.82%+73,772
ERASCA INC(ERAS)16,157,17517,946,754+1,789,579261,423328,7852.81%+67,361
CYTOKINETICS INC(CYTK)2,721,1582,862,003+140,845179,352243,8142.08%+64,463
IRHYTHM HOLDINGS INC(IRTC)1,668,5002,182,631+514,131196,916259,6242.22%+62,708
RADNET INC(RDNT)4,285,0004,846,958+561,958239,489298,9122.55%+59,423
AXOGEN INC(AXGN)01,011,576+1,011,576046,7250.40%+46,725
DANAHER CORP DEL(DHR)0230,000+230,000043,8100.37%+43,810
IMMUNOVANT INC(IMVT)3,177,8493,177,849078,938122,4431.05%+43,505
SOLID BIOSCIENCES INC03,892,926+3,892,926038,8900.33%+38,890
CANDEL THERAPEUTICS INC6,422,0186,422,018031,46866,1470.56%+34,679
TAYSHA GENE THERAPIES INC(TSHA)13,680,24813,560,258-119,99061,15192,3450.79%+31,195
ALKERMES PLC(ALKS)1,672,3561,672,356059,13587,6230.75%+28,489
XENCOR INC(XNCR)6,777,4616,777,461081,736109,1170.93%+27,381
REPLIGEN CORP(RGEN)1,206,0001,240,637+34,637142,091169,2731.45%+27,182
MADRIGAL PHARMACEUTICALS INC(MDGL)1,993,6871,993,68701,043,6351,070,5109.14%+26,875
REPLIMUNE GROUP INC(REPL)7,356,9167,411,581+54,66556,28082,0460.70%+25,766
AKTIS ONCOLOGY INC(AKTS)1,592,0431,592,043028,48251,3120.44%+22,830
ACADIA PHARMACEUTICALS INC7,144,5247,144,5240159,037180,7561.54%+21,719
NATERA INC(NTRA)1,250,0001,000,000-250,000249,988271,4502.32%+21,463
CULLINAN THERAPEUTICS INC(CGEM)1,705,9602,364,347+658,38724,24243,0550.37%+18,813
NEUROGENE INC1,362,4561,362,456027,46742,8490.37%+15,382
IDEAYA BIOSCIENCES INC(IDYA)0370,370+370,370013,8040.12%+13,804
DEFINIUM THERAPEUTICS INC(DFTX)300,000400,000+100,0005,67018,8160.16%+13,146
IMMUNOCORE HLDGS PLC(IMCR)4,869,7984,869,7980146,824154,6161.32%+7,792
KYMERA THERAPEUTICS INC(KYMR)240,000240,000019,99027,5210.23%+7,531
ALLOGENE THERAPEUTICS INC03,250,000+3,250,00006,7600.06%+6,760
MAZE THERAPEUTICS INC(MAZE)0212,000+212,00006,3260.05%+6,326
BEAM THERAPEUTICS INC(BEAM)570,394570,394013,59219,5760.17%+5,983
ORCHESTRA BIOMED HLDGS INC8,306,0639,556,063+1,250,00035,30141,2340.35%+5,934
IMMATICS N.V(IMTX)12,869,34012,946,176+76,836126,634131,1451.12%+4,510
TENAX THERAPEUTICS INC370,246696,570+326,3245,92010,1350.09%+4,215
SAVARA INC(SVRA)5,952,3805,952,380032,50036,6670.31%+4,167
ABIVAX SA(ABVX)026,400+26,40003,5180.03%+3,518
BETA BIONICS INC2,000,0001,500,000-500,00020,04023,5050.20%+3,465
ATAIBECKLEY INC(ATAI)2,000,0002,000,00007,08010,5400.09%+3,460
DIANTHUS THERAPEUTICS INC(DNTH)248,063248,063020,81724,1810.21%+3,364
MILESTONE PHARMACEUTICALS IN6,331,0017,833,336+1,502,3357,53410,4970.09%+2,963
4D MOLECULAR THERAPEUTICS IN475,737475,73704,4296,3270.05%+1,898
LUMEXA IMAGING HOLDINGS INC(LMRI)650,000650,00005,5907,3320.06%+1,742
CENTURY THERAPEUTICS INC8,695,6528,695,652019,65221,3040.18%+1,652
KODIAK SCIENCES INC(KOD)1,487,9341,487,934056,72057,9700.49%+1,250
ZAI LAB LTD(ZLAB)6,574,0326,574,0320123,658124,9071.07%+1,249
LARIMAR THERAPEUTICS INC1,500,0002,565,999+1,065,9996,7507,8260.07%+1,076
STOKE THERAPEUTICS INC(STOK)5,623,5255,623,5250183,102184,0021.57%+900
IMAGENEBIO INC334,445334,44501,6721,9730.02%+301
DISC MEDICINE INC(IRON)30,00030,00001,9182,1940.02%+276
AQUESTIVE THERAPEUTICS INC7,426,4717,426,471030,82030,8940.26%+74
ROCKET PHARMACEUTICALS INC350,000350,0000710.00%-6
PERCEPTIVE CAP SOLUTIONS COR
CL A ORD SHS
742,500742,50008,1458,0780.07%-67
CRESCENT BIOPHARMA INC.372,856372,85606,8496,7110.06%-138
EXAGEN INC395,231195,000-200,2311,1869070.01%-279
MEDLINE INC(MDLN)70,00070,00003,1152,7610.02%-354
CELCUITY INC(CELC)3,039,6213,304,903+265,282346,942345,7592.95%-1,183
CASTLE BIOSCIENCES INC(CSTL)2,758,3352,778,335+20,00067,71766,2630.57%-1,454
CAPRICOR THERAPEUTICS INC250,000250,00007,6006,0200.05%-1,580
OCUGEN INC6,666,6666,666,666012,06710,2000.09%-1,867
WAVE LIFE SCIENCES LTD(WVE)1,350,0001,350,00009,7887,8440.07%-1,944
KALARIS THERAPEUTICS INC1,300,0001,300,00007,5015,2910.05%-2,210
OMADA HEALTH INC(OMDA)200,0000-200,0002,5140-2,514
ROCKET PHARMACEUTICALS INC17,687,77217,687,772063,32260,4920.52%-2,830
HEARTFLOW INC(HTFL)495,000295,000-200,00012,0438,6550.07%-3,388
BELITE BIO INC(BLTE)715,332715,3320114,053110,1500.94%-3,902
INVENTIVA SA(IVA)1,298,7020-1,298,7027,2080-7,208
JADE BIOSCIENCES INC573,2050-573,2058,0540-8,054
VERASTEM INC6,576,3066,635,793+59,48734,85425,3490.22%-9,506
AVALO THERAPEUTICS INC(AVTX)856,962175,000-681,96212,7943,2340.03%-9,560
EVOMMUNE INC1,502,2351,502,235034,53619,9650.17%-14,572
FULGENT GENETICS INC1,289,0000-1,289,00020,4950-20,495
COMPASS THERAPEUTICS INC4,186,5990-4,186,59922,1470-22,147
TARSUS PHARMACEUTICALS INC(TARS)3,346,0253,357,059+11,034234,724211,2931.80%-23,430
STRYKER CORPORATION(SYK)100,0000-100,00032,8590-32,859
HINGE HEALTH INC(HNGE)1,930,000500,000-1,430,00074,42141,5000.35%-32,921
ARROWHEAD PHARMACEUTICALS IN(ARWR)585,6820-585,68236,7220-36,722
WAYSTAR HLDG CORP(WAY)1,630,0000-1,630,00039,2990-39,299
CRINETICS PHARMACEUTICALS IN(CRNX)1,451,3260-1,451,32652,7120-52,712
CENTESSA PHARMACEUTICALS PLC2,054,1750-2,054,17581,5920-81,592
INTUITIVE SURGICAL INC220,0000-220,000101,4180-101,418
COGENT BIOSCIENCES INC(COGT)5,458,6752,309,021-3,149,654210,10489,3590.76%-120,745
APELLIS PHARMACEUTICALS INC
COM
3,685,0450-3,685,045148,2490-148,249
APOGEE THERAPEUTICS INC(APGE)2,782,0970-2,782,097234,1690-234,169
INSMED INC(INSM)4,842,8804,842,8800791,908516,3484.41%-275,560
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