RTW INVESTMENTS, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CG ONCOLOGY INC(CGON) | 2,012,127 | 6,984,808 | +4,972,681 | 83,543,513 | 472,731,805 | 4.70% | +389,188,292 |
| CELCUITY INC(CELC) | 550,160 | 3,039,621 | +2,489,461 | 54,872,958 | 346,942,341 | 3.45% | +292,069,383 |
| TANGO THERAPEUTICS INC(TNGX) | 1,491,228 | 13,300,620 | +11,809,392 | 13,212,280 | 278,248,970 | 2.77% | +265,036,690 |
| ERASCA INC(ERAS) | 146,651 | 16,157,175 | +16,010,524 | 545,542 | 261,423,092 | 2.60% | +260,877,550 |
| PROTAGONIST THERAPEUTICS INC | 5,059,053 | 5,059,053 | 0 | 441,857,689 | 533,224,186 | 5.31% | +91,366,497 |
| SPYRE THERAPEUTICS INC(SYRE) | 4,171,996 | 4,171,996 | 0 | 136,674,589 | 210,435,478 | 2.09% | +73,760,889 |
| HINGE HEALTH INC(HNGE) | 353,500 | 1,930,000 | +1,576,500 | 16,420,075 | 74,420,800 | 0.74% | +58,000,725 |
| INTUITIVE SURGICAL INC | 101,228 | 220,000 | +118,772 | 57,331,490 | 101,417,800 | 1.01% | +44,086,310 |
| WAYSTAR HLDG CORP(WAY) | 0 | 1,630,000 | +1,630,000 | 0 | 39,299,300 | 0.39% | +39,299,300 |
| ORUKA THERAPEUTICS INC(ORKA) | 2,058,148 | 2,058,148 | 0 | 62,382,466 | 100,952,159 | 1.00% | +38,569,693 |
| CENTESSA PHARMACEUTICALS PLC | 1,790,837 | 2,054,175 | +263,338 | 44,788,833 | 81,591,831 | 0.81% | +36,802,998 |
| CANDEL THERAPEUTICS INC | 0 | 6,422,018 | +6,422,018 | 0 | 31,467,888 | 0.31% | +31,467,888 |
| APOGEE THERAPEUTICS INC(APGE) | 2,712,097 | 2,782,097 | +70,000 | 204,709,082 | 234,169,104 | 2.33% | +29,460,022 |
| 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) | 1,487,933 | 1,487,934 | +1 | 41,602,607 | 56,720,044 | 0.56% | +15,117,437 |
| AVALO THERAPEUTICS INC(AVTX) | 0 | 856,962 | +856,962 | 0 | 12,794,443 | 0.13% | +12,794,443 |
| EVOMMUNE INC | 1,283,671 | 1,502,235 | +218,564 | 21,976,448 | 34,536,383 | 0.34% | +12,559,935 |
| ALKERMES PLC(ALKS) | 1,672,356 | 1,672,356 | 0 | 46,792,521 | 59,134,508 | 0.59% | +12,341,987 |
| OCUGEN INC | 0 | 6,666,666 | +6,666,666 | 0 | 12,066,665 | 0.12% | +12,066,665 |
| COMPASS THERAPEUTICS INC | 2,500,000 | 4,186,599 | +1,686,599 | 13,425,000 | 22,147,109 | 0.22% | +8,722,109 |
| GH RESEARCH PLC(GHRS) | 5,933,815 | 5,933,815 | 0 | 75,359,451 | 83,429,439 | 0.83% | +8,069,988 |
| ULTRAGENYX PHARMACEUTICAL IN(RARE) | 3,000,139 | 3,648,795 | +648,656 | 69,003,197 | 76,442,255 | 0.76% | +7,439,058 |
| ATAIBECKLEY INC(ATAI) | 0 | 2,000,000 | +2,000,000 | 0 | 7,080,000 | 0.07% | +7,080,000 |
| STOKE THERAPEUTICS INC(STOK) | 5,546,856 | 5,623,525 | +76,669 | 176,057,209 | 183,101,974 | 1.82% | +7,044,765 |
| CULLINAN THERAPEUTICS INC(CGEM) | 1,705,960 | 1,705,960 | 0 | 17,656,686 | 24,241,692 | 0.24% | +6,585,006 |
| IMMATICS N.V(IMTX) | 11,433,354 | 12,869,340 | +1,435,986 | 120,050,217 | 126,634,306 | 1.26% | +6,584,089 |
| CYTOKINETICS INC(CYTK) | 2,721,158 | 2,721,158 | 0 | 172,902,379 | 179,351,524 | 1.78% | +6,449,145 |
| DEFINIUM THERAPEUTICS INC(DFTX) | 0 | 300,000 | +300,000 | 0 | 5,670,000 | 0.06% | +5,670,000 |
| MILESTONE PHARMACEUTICALS IN | 2,506,102 | 6,331,001 | +3,824,899 | 5,062,326 | 7,533,891 | 0.07% | +2,471,565 |
| CRESCENT BIOPHARMA INC. | 372,856 | 372,856 | 0 | 4,422,072 | 6,849,365 | 0.07% | +2,427,293 |
| FULGENT GENETICS INC | 705,027 | 1,289,000 | +583,973 | 18,521,059 | 20,495,100 | 0.20% | +1,974,041 |
| KYMERA THERAPEUTICS INC(KYMR) | 240,000 | 240,000 | 0 | 18,674,400 | 19,989,600 | 0.20% | +1,315,200 |
| TENAX THERAPEUTICS INC | 378,346 | 370,246 | -8,100 | 4,612,038 | 5,920,234 | 0.06% | +1,308,196 |
| ROCKET PHARMACEUTICALS INC | 17,687,772 | 17,687,772 | 0 | 62,084,080 | 63,322,224 | 0.63% | +1,238,144 |
| INVENTIVA SA(IVA) | 1,298,701 | 1,298,702 | +1 | 6,038,960 | 7,207,796 | 0.07% | +1,168,836 |
| ZAI LAB LTD(ZLAB) | 6,959,032 | 6,574,032 | -385,000 | 122,757,324 | 123,657,542 | 1.23% | +900,218 |
| 4D MOLECULAR THERAPEUTICS IN | 475,737 | 475,737 | 0 | 3,568,028 | 4,429,111 | 0.04% | +861,083 |
| ORCHESTRA BIOMED HLDGS INC | 8,306,063 | 8,306,063 | 0 | 34,470,161 | 35,300,768 | 0.35% | +830,607 |
| CAPRICOR THERAPEUTICS INC(CAPR) | 250,000 | 250,000 | 0 | 7,215,000 | 7,600,000 | 0.08% | +385,000 |
| MEDLINE INC(MDLN) | 70,000 | 70,000 | 0 | 2,940,000 | 3,115,000 | 0.03% | +175,000 |
| ROCKET PHARMACEUTICALS INC | 350,000 | 350,000 | 0 | 8,505 | 7,210 | 0.00% | -1,295 |
| BELITE BIO INC(BLTE) | 715,332 | 715,332 | 0 | 114,424,507 | 114,052,534 | 1.13% | -371,973 |
| DISC MEDICINE INC(IRON) | 30,000 | 30,000 | 0 | 2,382,300 | 1,918,200 | 0.02% | -464,100 |
| NEUROGENE INC | 1,362,456 | 1,362,456 | 0 | 28,066,594 | 27,467,113 | 0.27% | -599,481 |
| IMAGENEBIO INC | 334,445 | 334,445 | 0 | 2,307,671 | 1,672,225 | 0.02% | -635,446 |
| OMADA HEALTH INC(OMDA) | 200,000 | 200,000 | 0 | 3,156,000 | 2,514,000 | 0.03% | -642,000 |
| PERCEPTIVE CAP SOLUTIONS COR CL A ORD SHS | 742,500 | 742,500 | 0 | 9,674,775 | 8,145,225 | 0.08% | -1,529,550 |
| COMPASS PATHWAYS PLC(CMPS) | 8,757,390 | 10,632,390 | +1,875,000 | 60,425,991 | 58,797,117 | 0.59% | -1,628,874 |
| IMMUNOVANT INC(IMVT) | 3,177,850 | 3,177,849 | -1 | 80,780,947 | 78,937,769 | 0.79% | -1,843,178 |
| ARROWHEAD PHARMACEUTICALS IN(ARWR) | 584,716 | 585,682 | +966 | 38,819,295 | 36,722,261 | 0.37% | -2,097,034 |
| BEAM THERAPEUTICS INC(BEAM) | 570,394 | 570,394 | 0 | 15,811,322 | 13,592,489 | 0.14% | -2,218,833 |
| HEARTFLOW INC(HTFL) | 495,000 | 495,000 | 0 | 14,429,250 | 12,043,350 | 0.12% | -2,385,900 |
| SAVARA INC(SVRA) | 5,952,380 | 5,952,380 | 0 | 35,892,851 | 32,499,995 | 0.32% | -3,392,856 |
| CORVUS PHARMACEUTICALS INC(CRVS) | 447,607 | 0 | -447,607 | 3,446,574 | 0 | — | -3,446,574 |
| KALARIS THERAPEUTICS INC | 1,300,000 | 1,300,000 | 0 | 10,972,000 | 7,501,000 | 0.07% | -3,471,000 |
| EXAGEN INC | 790,462 | 395,231 | -395,231 | 4,806,009 | 1,185,693 | 0.01% | -3,620,316 |
| MIND MEDICINE MINDMED INC | 300,000 | 0 | -300,000 | 4,017,000 | 0 | — | -4,017,000 |
| LARIMAR THERAPEUTICS INC | 3,125,000 | 1,500,000 | -1,625,000 | 11,906,250 | 6,750,000 | 0.07% | -5,156,250 |
| LUMEXA IMAGING HOLDINGS INC(LMRI) | 650,000 | 650,000 | 0 | 12,025,000 | 5,590,000 | 0.06% | -6,435,000 |
| STRUCTURE THERAPEUTICS INC | 100,000 | 0 | -100,000 | 6,955,000 | 0 | — | -6,955,000 |
| ALLURION TECHNOLOGIES INC | 5,891,430 | 0 | -5,891,430 | 7,246,459 | 0 | — | -7,246,459 |
| ATAI BECKLEY NV | 2,000,000 | 0 | -2,000,000 | 8,180,000 | 0 | — | -8,180,000 |
| AQUESTIVE THERAPEUTICS INC | 6,250,000 | 7,426,471 | +1,176,471 | 40,375,000 | 30,819,855 | 0.31% | -9,555,145 |
| CRINETICS PHARMACEUTICALS IN(CRNX) | 1,351,326 | 1,451,326 | +100,000 | 62,904,225 | 52,712,160 | 0.52% | -10,192,065 |
| IQVIA HLDGS INC(IQV) | 46,000 | 0 | -46,000 | 10,368,860 | 0 | — | -10,368,860 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 1,062,072 | 1,062,072 | 0 | 150,633,672 | 139,917,365 | 1.39% | -10,716,307 |
| TEMPUS AI INC(TEM) | 200,000 | 0 | -200,000 | 11,810,000 | 0 | — | -11,810,000 |
| IRHYTHM HOLDINGS INC(IRTC) | 1,181,990 | 1,668,500 | +486,510 | 209,732,306 | 196,916,370 | 1.96% | -12,815,936 |
| REPLIMUNE GROUP INC(REPL) | 7,140,352 | 7,356,916 | +216,564 | 69,404,221 | 56,280,407 | 0.56% | -13,123,814 |
| WAVE LIFE SCIENCES LTD(WVE) | 1,350,000 | 1,350,000 | 0 | 22,950,000 | 9,787,500 | 0.10% | -13,162,500 |
| JADE BIOSCIENCES INC | 1,449,273 | 573,205 | -876,068 | 22,362,282 | 8,053,530 | 0.08% | -14,308,752 |
| GUARDANT HEALTH INC(GH) | 1,481,033 | 1,481,033 | 0 | 151,272,711 | 136,803,018 | 1.36% | -14,469,693 |
| CASTLE BIOSCIENCES INC | 2,115,237 | 2,758,335 | +643,098 | 82,282,719 | 67,717,124 | 0.67% | -14,565,595 |
| VERASTEM INC | 6,576,306 | 6,576,306 | 0 | 50,769,082 | 34,854,422 | 0.35% | -15,914,660 |
| XENCOR INC(XNCR) | 6,777,461 | 6,777,461 | 0 | 103,762,928 | 81,736,180 | 0.81% | -22,026,748 |
| IMMUNOCORE HLDGS PLC(IMCR) | 4,869,798 | 4,869,798 | 0 | 169,030,689 | 146,824,410 | 1.46% | -22,206,279 |
| UROGEN PHARMA LTD(URGN) | 4,543,895 | 4,543,895 | 0 | 106,418,021 | 81,699,232 | 0.81% | -24,718,789 |
| TAYSHA GENE THERAPIES INC(TSHA) | 16,398,297 | 13,680,248 | -2,718,049 | 90,190,634 | 61,150,709 | 0.61% | -29,039,925 |
| ACADIA PHARMACEUTICALS INC | 7,144,524 | 7,144,524 | 0 | 190,830,236 | 159,037,104 | 1.58% | -31,793,132 |
| REPLIGEN CORP(RGEN) | 1,064,000 | 1,206,000 | +142,000 | 174,347,040 | 142,090,920 | 1.41% | -32,256,120 |
| ESTABLISHMENT LABS HLDGS INC(ESTA) | 2,588,831 | 2,655,695 | +66,864 | 188,674,003 | 150,790,362 | 1.50% | -37,883,641 |
| TARSUS PHARMACEUTICALS INC(TARS) | 3,335,320 | 3,346,025 | +10,705 | 273,096,002 | 234,723,654 | 2.34% | -38,372,348 |
| RADNET INC(RDNT) | 3,938,500 | 4,285,000 | +346,500 | 281,011,975 | 239,488,650 | 2.38% | -41,523,325 |
| APELLIS PHARMACEUTICALS INC COM | 7,666,764 | 3,685,045 | -3,981,719 | 192,589,112 | 148,249,360 | 1.48% | -44,339,752 |
| UNIQURE NV(QURE) | 3,711,462 | 2,586,356 | -1,125,106 | 88,815,286 | 42,286,921 | 0.42% | -46,528,365 |
| ARGENX SE(ARGX) | 673,497 | 709,446 | +35,949 | 566,377,302 | 518,072,942 | 5.16% | -48,304,360 |
| INSMED INC(INSM) | 4,842,879 | 4,842,880 | +1 | 842,854,661 | 791,907,738 | 7.88% | -50,946,923 |
| STRYKER CORPORATION(SYK) | 245,000 | 100,000 | -145,000 | 86,110,150 | 32,859,000 | 0.33% | -53,251,150 |
| RAPT THERAPEUTICS INC | 1,637,165 | 0 | -1,637,165 | 55,450,779 | 0 | — | -55,450,779 |
| BETA BIONICS INC | 2,500,000 | 2,000,000 | -500,000 | 76,175,000 | 20,040,000 | 0.20% | -56,135,000 |
| COGENT BIOSCIENCES INC(COGT) | 7,592,241 | 5,458,675 | -2,133,566 | 269,676,400 | 210,104,401 | 2.09% | -59,571,999 |
| PTC THERAPEUTICS INC(PTCT) | 7,746,415 | 7,746,415 | 0 | 588,417,683 | 527,763,254 | 5.25% | -60,654,429 |
| MASIMO CORP | 683,294 | 0 | -683,294 | 88,869,218 | 0 | — | -88,869,218 |
| INSULET CORP(PODD) | 324,600 | 0 | -324,600 | 92,264,304 | 0 | — | -92,264,304 |
| NATERA INC(NTRA) | 1,500,000 | 1,250,000 | -250,000 | 343,635,000 | 249,987,500 | 2.49% | -93,647,500 |
| MADRIGAL PHARMACEUTICALS INC(MDGL) | 1,993,687 | 1,993,687 | 0 | 1,161,003,688 | 1,043,635,334 | 10.38% | -117,368,354 |
| AXSOME THERAPEUTICS INC(AXSM) | 888,001 | 0 | -888,001 | 162,184,503 | 0 | — | -162,184,503 |
| PENUMBRA INC(PEN) | 866,499 | 0 | -866,499 | 269,403,204 | 0 | — | -269,403,204 |