RTW INVESTMENTS, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CG ONCOLOGY INC(CGON) | 0 | 6,984,808 | +6,984,808 | 0 | 472,731,805 | 4.70% | +472,731,805 |
| CELCUITY INC(CELC) | 0 | 3,039,621 | +3,039,621 | 0 | 346,942,341 | 3.45% | +346,942,341 |
| TANGO THERAPEUTICS INC(TNGX) | 0 | 13,300,620 | +13,300,620 | 0 | 278,248,970 | 2.77% | +278,248,970 |
| ERASCA INC(ERAS) | 0 | 16,157,175 | +16,157,175 | 0 | 261,423,092 | 2.60% | +261,423,092 |
| PROTAGONIST THERAPEUTICS INC | 0 | 5,059,053 | +5,059,053 | 0 | 533,224,186 | 5.31% | +533,224,186 |
| SPYRE THERAPEUTICS INC(SYRE) | 0 | 4,171,996 | +4,171,996 | 0 | 210,435,478 | 2.09% | +210,435,478 |
| HINGE HEALTH INC(HNGE) | 0 | 1,930,000 | +1,930,000 | 0 | 74,420,800 | 0.74% | +74,420,800 |
| INTUITIVE SURGICAL INC | 0 | 220,000 | +220,000 | 0 | 101,417,800 | 1.01% | +101,417,800 |
| WAYSTAR HLDG CORP(WAY) | 0 | 1,630,000 | +1,630,000 | 0 | 39,299,300 | 0.39% | +39,299,300 |
| ORUKA THERAPEUTICS INC(ORKA) | 0 | 2,058,148 | +2,058,148 | 0 | 100,952,159 | 1.00% | +100,952,159 |
| CENTESSA PHARMACEUTICALS PLC(CNTA) | 0 | 2,054,175 | +2,054,175 | 0 | 81,591,831 | 0.81% | +81,591,831 |
| CANDEL THERAPEUTICS INC | 0 | 6,422,018 | +6,422,018 | 0 | 31,467,888 | 0.31% | +31,467,888 |
| APOGEE THERAPEUTICS INC(APGE) | 0 | 2,782,097 | +2,782,097 | 0 | 234,169,104 | 2.33% | +234,169,104 |
| AKTIS ONCOLOGY INC(AKTS) | 0 | 1,592,043 | +1,592,043 | 0 | 28,481,649 | 0.28% | +28,481,649 |
| DIANTHUS THERAPEUTICS INC(DNTH) | 0 | 248,063 | +248,063 | 0 | 20,817,447 | 0.21% | +20,817,447 |
| CENTURY THERAPEUTICS INC | 0 | 8,695,652 | +8,695,652 | 0 | 19,652,174 | 0.20% | +19,652,174 |
| KODIAK SCIENCES INC(KOD) | 0 | 1,487,934 | +1,487,934 | 0 | 56,720,044 | 0.56% | +56,720,044 |
| AVALO THERAPEUTICS INC | 0 | 856,962 | +856,962 | 0 | 12,794,443 | 0.13% | +12,794,443 |
| EVOMMUNE INC | 0 | 1,502,235 | +1,502,235 | 0 | 34,536,383 | 0.34% | +34,536,383 |
| ALKERMES PLC(ALKS) | 0 | 1,672,356 | +1,672,356 | 0 | 59,134,508 | 0.59% | +59,134,508 |
| OCUGEN INC | 0 | 6,666,666 | +6,666,666 | 0 | 12,066,665 | 0.12% | +12,066,665 |
| COMPASS THERAPEUTICS INC | 0 | 4,186,599 | +4,186,599 | 0 | 22,147,109 | 0.22% | +22,147,109 |
| GH RESEARCH PLC(GHRS) | 0 | 5,933,815 | +5,933,815 | 0 | 83,429,439 | 0.83% | +83,429,439 |
| ULTRAGENYX PHARMACEUTICAL IN(RARE) | 0 | 3,648,795 | +3,648,795 | 0 | 76,442,255 | 0.76% | +76,442,255 |
| ATAIBECKLEY INC(ATAI) | 0 | 2,000,000 | +2,000,000 | 0 | 7,080,000 | 0.07% | +7,080,000 |
| STOKE THERAPEUTICS INC(STOK) | 0 | 5,623,525 | +5,623,525 | 0 | 183,101,974 | 1.82% | +183,101,974 |
| CULLINAN THERAPEUTICS INC | 0 | 1,705,960 | +1,705,960 | 0 | 24,241,692 | 0.24% | +24,241,692 |
| IMMATICS N.V(IMTX) | 0 | 12,869,340 | +12,869,340 | 0 | 126,634,306 | 1.26% | +126,634,306 |
| CYTOKINETICS INC(CYTK) | 0 | 2,721,158 | +2,721,158 | 0 | 179,351,524 | 1.78% | +179,351,524 |
| DEFINIUM THERAPEUTICS INC(DFTX) | 0 | 300,000 | +300,000 | 0 | 5,670,000 | 0.06% | +5,670,000 |
| MILESTONE PHARMACEUTICALS IN | 0 | 6,331,001 | +6,331,001 | 0 | 7,533,891 | 0.07% | +7,533,891 |
| CRESCENT BIOPHARMA INC. | 0 | 372,856 | +372,856 | 0 | 6,849,365 | 0.07% | +6,849,365 |
| FULGENT GENETICS INC | 0 | 1,289,000 | +1,289,000 | 0 | 20,495,100 | 0.20% | +20,495,100 |
| KYMERA THERAPEUTICS INC(KYMR) | 0 | 240,000 | +240,000 | 0 | 19,989,600 | 0.20% | +19,989,600 |
| TENAX THERAPEUTICS INC | 0 | 370,246 | +370,246 | 0 | 5,920,234 | 0.06% | +5,920,234 |
| ROCKET PHARMACEUTICALS INC | 0 | 17,687,772 | +17,687,772 | 0 | 63,322,224 | 0.63% | +63,322,224 |
| INVENTIVA SA | 0 | 1,298,702 | +1,298,702 | 0 | 7,207,796 | 0.07% | +7,207,796 |
| ZAI LAB LTD(ZLAB) | 0 | 6,574,032 | +6,574,032 | 0 | 123,657,542 | 1.23% | +123,657,542 |
| 4D MOLECULAR THERAPEUTICS IN | 0 | 475,737 | +475,737 | 0 | 4,429,111 | 0.04% | +4,429,111 |
| ORCHESTRA BIOMED HLDGS INC | 0 | 8,306,063 | +8,306,063 | 0 | 35,300,768 | 0.35% | +35,300,768 |
| CAPRICOR THERAPEUTICS INC(CAPR) | 0 | 250,000 | +250,000 | 0 | 7,600,000 | 0.08% | +7,600,000 |
| MEDLINE INC(MDLN) | 0 | 70,000 | +70,000 | 0 | 3,115,000 | 0.03% | +3,115,000 |
| ROCKET PHARMACEUTICALS INC | 0 | 350,000 | +350,000 | 0 | 7,210 | 0.00% | +7,210 |
| BELITE BIO INC(BLTE) | 0 | 715,332 | +715,332 | 0 | 114,052,534 | 1.13% | +114,052,534 |
| DISC MEDICINE INC(IRON) | 0 | 30,000 | +30,000 | 0 | 1,918,200 | 0.02% | +1,918,200 |
| NEUROGENE INC | 0 | 1,362,456 | +1,362,456 | 0 | 27,467,113 | 0.27% | +27,467,113 |
| IMAGENEBIO INC | 0 | 334,445 | +334,445 | 0 | 1,672,225 | 0.02% | +1,672,225 |
| OMADA HEALTH INC(OMDA) | 0 | 200,000 | +200,000 | 0 | 2,514,000 | 0.03% | +2,514,000 |
| PERCEPTIVE CAP SOLUTIONS COR | 0 | 742,500 | +742,500 | 0 | 8,145,225 | 0.08% | +8,145,225 |
| COMPASS PATHWAYS PLC(CMPS) | 0 | 10,632,390 | +10,632,390 | 0 | 58,797,117 | 0.59% | +58,797,117 |
| IMMUNOVANT INC(IMVT) | 0 | 3,177,849 | +3,177,849 | 0 | 78,937,769 | 0.79% | +78,937,769 |
| ARROWHEAD PHARMACEUTICALS IN(ARWR) | 0 | 585,682 | +585,682 | 0 | 36,722,261 | 0.37% | +36,722,261 |
| BEAM THERAPEUTICS INC(BEAM) | 0 | 570,394 | +570,394 | 0 | 13,592,489 | 0.14% | +13,592,489 |
| HEARTFLOW INC(HTFL) | 0 | 495,000 | +495,000 | 0 | 12,043,350 | 0.12% | +12,043,350 |
| SAVARA INC(SVRA) | 0 | 5,952,380 | +5,952,380 | 0 | 32,499,995 | 0.32% | +32,499,995 |
| CORVUS PHARMACEUTICALS INC(CRVS) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| KALARIS THERAPEUTICS INC | 0 | 1,300,000 | +1,300,000 | 0 | 7,501,000 | 0.07% | +7,501,000 |
| EXAGEN INC | 0 | 395,231 | +395,231 | 0 | 1,185,693 | 0.01% | +1,185,693 |
| MIND MEDICINE MINDMED INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| LARIMAR THERAPEUTICS INC | 0 | 1,500,000 | +1,500,000 | 0 | 6,750,000 | 0.07% | +6,750,000 |
| LUMEXA IMAGING HOLDINGS INC | 0 | 650,000 | +650,000 | 0 | 5,590,000 | 0.06% | +5,590,000 |
| STRUCTURE THERAPEUTICS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ALLURION TECHNOLOGIES INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ATAI BECKLEY NV | 0 | 0 | 0 | 0 | 0 | — | 0 |
| AQUESTIVE THERAPEUTICS INC | 0 | 7,426,471 | +7,426,471 | 0 | 30,819,855 | 0.31% | +30,819,855 |
| CRINETICS PHARMACEUTICALS IN(CRNX) | 0 | 1,451,326 | +1,451,326 | 0 | 52,712,160 | 0.52% | +52,712,160 |
| IQVIA HLDGS INC(IQV) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 0 | 1,062,072 | +1,062,072 | 0 | 139,917,365 | 1.39% | +139,917,365 |
| TEMPUS AI INC(TEM) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| IRHYTHM HOLDINGS INC(IRTC) | 0 | 1,668,500 | +1,668,500 | 0 | 196,916,370 | 1.96% | +196,916,370 |
| REPLIMUNE GROUP INC | 0 | 7,356,916 | +7,356,916 | 0 | 56,280,407 | 0.56% | +56,280,407 |
| WAVE LIFE SCIENCES LTD(WVE) | 0 | 1,350,000 | +1,350,000 | 0 | 9,787,500 | 0.10% | +9,787,500 |
| JADE BIOSCIENCES INC | 0 | 573,205 | +573,205 | 0 | 8,053,530 | 0.08% | +8,053,530 |
| GUARDANT HEALTH INC(GH) | 0 | 1,481,033 | +1,481,033 | 0 | 136,803,018 | 1.36% | +136,803,018 |
| CASTLE BIOSCIENCES INC | 0 | 2,758,335 | +2,758,335 | 0 | 67,717,124 | 0.67% | +67,717,124 |
| VERASTEM INC | 0 | 6,576,306 | +6,576,306 | 0 | 34,854,422 | 0.35% | +34,854,422 |
| XENCOR INC(XNCR) | 0 | 6,777,461 | +6,777,461 | 0 | 81,736,180 | 0.81% | +81,736,180 |
| IMMUNOCORE HLDGS PLC(IMCR) | 0 | 4,869,798 | +4,869,798 | 0 | 146,824,410 | 1.46% | +146,824,410 |
| UROGEN PHARMA LTD(URGN) | 0 | 4,543,895 | +4,543,895 | 0 | 81,699,232 | 0.81% | +81,699,232 |
| TAYSHA GENE THERAPIES INC(TSHA) | 0 | 13,680,248 | +13,680,248 | 0 | 61,150,709 | 0.61% | +61,150,709 |
| ACADIA PHARMACEUTICALS INC | 0 | 7,144,524 | +7,144,524 | 0 | 159,037,104 | 1.58% | +159,037,104 |
| REPLIGEN CORP(RGEN) | 0 | 1,206,000 | +1,206,000 | 0 | 142,090,920 | 1.41% | +142,090,920 |
| ESTABLISHMENT LABS HLDGS INC(ESTA) | 0 | 2,655,695 | +2,655,695 | 0 | 150,790,362 | 1.50% | +150,790,362 |
| TARSUS PHARMACEUTICALS INC(TARS) | 0 | 3,346,025 | +3,346,025 | 0 | 234,723,654 | 2.34% | +234,723,654 |
| RADNET INC(RDNT) | 0 | 4,285,000 | +4,285,000 | 0 | 239,488,650 | 2.38% | +239,488,650 |
| APELLIS PHARMACEUTICALS INC | 0 | 3,685,045 | +3,685,045 | 0 | 148,249,360 | 1.48% | +148,249,360 |
| UNIQURE NV(QURE) | 0 | 2,586,356 | +2,586,356 | 0 | 42,286,921 | 0.42% | +42,286,921 |
| ARGENX SE(ARGX) | 0 | 709,446 | +709,446 | 0 | 518,072,942 | 5.16% | +518,072,942 |
| INSMED INC(INSM) | 0 | 4,842,880 | +4,842,880 | 0 | 791,907,738 | 7.88% | +791,907,738 |
| STRYKER CORPORATION(SYK) | 0 | 100,000 | +100,000 | 0 | 32,859,000 | 0.33% | +32,859,000 |
| RAPT THERAPEUTICS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| BETA BIONICS INC | 0 | 2,000,000 | +2,000,000 | 0 | 20,040,000 | 0.20% | +20,040,000 |
| COGENT BIOSCIENCES INC(COGT) | 0 | 5,458,675 | +5,458,675 | 0 | 210,104,401 | 2.09% | +210,104,401 |
| PTC THERAPEUTICS INC(PTCT) | 0 | 7,746,415 | +7,746,415 | 0 | 527,763,254 | 5.25% | +527,763,254 |
| MASIMO CORP(MASI) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| INSULET CORP(PODD) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| NATERA INC(NTRA) | 0 | 1,250,000 | +1,250,000 | 0 | 249,987,500 | 2.49% | +249,987,500 |
| MADRIGAL PHARMACEUTICALS INC(MDGL) | 0 | 1,993,687 | +1,993,687 | 0 | 1,043,635,334 | 10.38% | +1,043,635,334 |
| AXSOME THERAPEUTICS INC(AXSM) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| PENUMBRA INC(PEN) | 0 | 0 | 0 | 0 | 0 | — | 0 |