RTW INVESTMENTS, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MADRIGAL PHARMACEUTICALS INC(MDGL) | 1,993,687 | 1,993,687 | 0 | 603,369,434 | 914,424,479 | 11.27% | +311,055,045 |
| AVIDITY BIOSCIENCES INC | 9,618,845 | 11,372,829 | +1,753,984 | 273,175,198 | 495,514,160 | 6.11% | +222,338,962 |
| UNIQURE NV(QURE) | 5,158,231 | 4,424,968 | -733,263 | 71,905,740 | 258,285,382 | 3.18% | +186,379,642 |
| INSMED INC(INSM) | 3,084,558 | 3,084,558 | 0 | 310,429,917 | 444,207,198 | 5.47% | +133,777,281 |
| ARGENX SE(ARGX) | 673,497 | 673,497 | 0 | 371,245,016 | 496,744,447 | 6.12% | +125,499,431 |
| PTC THERAPEUTICS INC(PTCT) | 7,746,415 | 7,746,415 | 0 | 378,334,909 | 475,397,489 | 5.86% | +97,062,580 |
| PROTAGONIST THERAPEUTICS INC | 5,756,277 | 5,756,277 | 0 | 318,149,430 | 382,389,481 | 4.71% | +64,240,051 |
| TARSUS PHARMACEUTICALS INC(TARS) | 3,111,680 | 3,177,436 | +65,756 | 126,054,157 | 188,835,021 | 2.33% | +62,780,864 |
| STOKE THERAPEUTICS INC(STOK) | 5,123,525 | 5,123,525 | 0 | 58,152,009 | 120,402,838 | 1.48% | +62,250,829 |
| RADNET INC(RDNT) | 2,690,344 | 2,815,544 | +125,200 | 153,107,477 | 214,572,608 | 2.64% | +61,465,131 |
| CYTOKINETICS INC(CYTK) | 2,721,158 | 2,721,158 | 0 | 89,907,060 | 149,554,844 | 1.84% | +59,647,784 |
| XENCOR INC(XNCR) | 2,402,883 | 6,221,054 | +3,818,171 | 18,886,660 | 72,972,963 | 0.90% | +54,086,303 |
| COGENT BIOSCIENCES INC(COGT) | 0 | 3,467,486 | +3,467,486 | 0 | 49,793,099 | 0.61% | +49,793,099 |
| GUARDANT HEALTH INC(GH) | 856,501 | 1,481,033 | +624,532 | 44,572,312 | 92,534,942 | 1.14% | +47,962,630 |
| IMMATICS N.V(IMTX) | 6,970,152 | 8,815,617 | +1,845,465 | 37,499,418 | 75,109,057 | 0.93% | +37,609,639 |
| ULTRAGENYX PHARMACEUTICAL IN(RARE) | 1,707,402 | 3,258,266 | +1,550,864 | 62,081,137 | 98,008,641 | 1.21% | +35,927,504 |
| CENTESSA PHARMACEUTICALS PLC | 1,529,836 | 2,291,747 | +761,911 | 20,102,045 | 55,574,865 | 0.68% | +35,472,820 |
| AQUESTIVE THERAPEUTICS INC | 0 | 6,250,000 | +6,250,000 | 0 | 34,937,500 | 0.43% | +34,937,500 |
| VERASTEM INC | 4,251,616 | 5,426,306 | +1,174,690 | 17,644,206 | 47,914,282 | 0.59% | +30,270,076 |
| ABIVAX SA(ABVX) | 0 | 350,000 | +350,000 | 0 | 29,715,000 | 0.37% | +29,715,000 |
| UROGEN PHARMA LTD(URGN) | 4,543,895 | 4,543,895 | 0 | 62,251,362 | 90,650,705 | 1.12% | +28,399,343 |
| COMPASS PATHWAYS PLC(CMPS) | 8,221,929 | 8,707,390 | +485,461 | 23,021,401 | 49,893,345 | 0.61% | +26,871,944 |
| RAPT THERAPEUTICS INC | 1,470,499 | 1,470,499 | 0 | 11,763,992 | 37,924,169 | 0.47% | +26,160,177 |
| CG ONCOLOGY INC(CGON) | 1,701,216 | 1,701,216 | 0 | 44,231,616 | 68,524,980 | 0.84% | +24,293,364 |
| IMMUNOCORE HLDGS PLC(IMCR) | 4,869,798 | 4,869,798 | 0 | 152,814,261 | 176,919,761 | 2.18% | +24,105,500 |
| BELITE BIO INC(BLTE) | 0 | 312,500 | +312,500 | 0 | 23,125,000 | 0.28% | +23,125,000 |
| CRINETICS PHARMACEUTICALS IN(CRNX) | 467,000 | 872,387 | +405,387 | 13,430,920 | 36,334,919 | 0.45% | +22,903,999 |
| TAYSHA GENE THERAPIES INC(TSHA) | 25,021,584 | 24,354,291 | -667,293 | 57,799,859 | 79,638,532 | 0.98% | +21,838,673 |
| ALECTOR INC | 0 | 6,990,806 | +6,990,806 | 0 | 20,692,786 | 0.25% | +20,692,786 |
| DYNE THERAPEUTICS INC(DYN) | 1,690,567 | 2,890,567 | +1,200,000 | 16,094,198 | 36,565,673 | 0.45% | +20,471,475 |
| BETA BIONICS INC | 3,299,191 | 3,299,191 | 0 | 48,036,221 | 65,554,925 | 0.81% | +17,518,704 |
| HEARTFLOW INC(HTFL) | 0 | 495,000 | +495,000 | 0 | 16,661,700 | 0.21% | +16,661,700 |
| ORUKA THERAPEUTICS INC(ORKA) | 1,945,649 | 1,945,649 | 0 | 21,810,725 | 37,414,830 | 0.46% | +15,604,105 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 1,062,072 | 1,062,072 | 0 | 133,491,830 | 149,093,667 | 1.84% | +15,601,837 |
| LENZ THERAPEUTICS INC | 863,389 | 863,389 | 0 | 25,305,932 | 40,216,660 | 0.50% | +14,910,728 |
| ROCKET PHARMACEUTICALS INC | 17,687,772 | 17,687,772 | 0 | 43,335,041 | 57,662,137 | 0.71% | +14,327,096 |
| GH RESEARCH PLC(GHRS) | 5,540,457 | 5,569,564 | +29,107 | 67,538,171 | 79,644,765 | 0.98% | +12,106,594 |
| LARIMAR THERAPEUTICS INC | 0 | 3,125,000 | +3,125,000 | 0 | 10,093,750 | 0.12% | +10,093,750 |
| CORVUS PHARMACEUTICALS INC(CRVS) | 2,679,479 | 2,679,479 | 0 | 10,717,916 | 19,747,760 | 0.24% | +9,029,844 |
| COMPASS THERAPEUTICS INC | 0 | 2,500,000 | +2,500,000 | 0 | 8,750,000 | 0.11% | +8,750,000 |
| REPLIMUNE GROUP INC(REPL) | 2,065,010 | 6,395,732 | +4,330,722 | 19,183,943 | 26,798,117 | 0.33% | +7,614,174 |
| PEPGEN INC | 0 | 1,500,000 | +1,500,000 | 0 | 6,930,000 | 0.09% | +6,930,000 |
| EXAGEN INC | 1,696,866 | 1,696,866 | 0 | 11,844,125 | 18,648,557 | 0.23% | +6,804,432 |
| SPYRE THERAPEUTICS INC(SYRE) | 3,621,996 | 3,621,996 | 0 | 54,221,280 | 60,704,653 | 0.75% | +6,483,373 |
| NEUROGENE INC | 1,362,456 | 1,362,456 | 0 | 20,368,717 | 23,611,362 | 0.29% | +3,242,645 |
| CYTOMX THERAPEUTICS INC | 3,461,500 | 3,461,500 | 0 | 7,857,605 | 11,042,185 | 0.14% | +3,184,580 |
| IMAGENEBIO INC | 0 | 334,445 | +334,445 | 0 | 2,725,727 | 0.03% | +2,725,727 |
| OMADA HEALTH INC(OMDA) | 200,000 | 200,000 | 0 | 3,660,000 | 4,422,000 | 0.05% | +762,000 |
| WAVE LIFE SCIENCES LTD(WVE) | 900,000 | 900,000 | 0 | 5,850,000 | 6,588,000 | 0.08% | +738,000 |
| TENAX THERAPEUTICS INC | 378,346 | 378,346 | 0 | 2,179,273 | 2,879,213 | 0.04% | +699,940 |
| MILESTONE PHARMACEUTICALS IN | 2,506,102 | 2,506,102 | 0 | 4,861,838 | 5,012,204 | 0.06% | +150,366 |
| ADAGIO MED HLDGS INC | 209,361 | 209,361 | 0 | 272,169 | 406,160 | 0.01% | +133,991 |
| ROCKET PHARMACEUTICALS INC | 350,000 | 350,000 | 0 | 10,080 | 13,720 | 0.00% | +3,640 |
| PERCEPTIVE CAP SOLUTIONS COR | 742,500 | 742,500 | 0 | 7,885,350 | 7,840,800 | 0.10% | -44,550 |
| IMMUNIC INC | 402,107 | 0 | -402,107 | 280,470 | 0 | — | -280,470 |
| ALLURION TECHNOLOGIES INC | 2,542,603 | 2,542,603 | 0 | 6,178,525 | 5,212,336 | 0.06% | -966,189 |
| ORCHESTRA BIOMED HLDGS INC | 8,306,062 | 8,306,063 | +1 | 22,260,246 | 20,599,036 | 0.25% | -1,661,210 |
| JADE BIOSCIENCES INC | 1,449,273 | 1,449,273 | 0 | 14,478,237 | 12,507,226 | 0.15% | -1,971,011 |
| PENUMBRA INC(PEN) | 863,553 | 866,499 | +2,946 | 221,613,606 | 219,501,527 | 2.70% | -2,112,079 |
| CULLINAN THERAPEUTICS INC(CGEM) | 1,705,960 | 1,705,960 | 0 | 12,845,879 | 10,116,343 | 0.12% | -2,729,536 |
| CERIBELL INC | 150,000 | 0 | -150,000 | 2,809,500 | 0 | — | -2,809,500 |
| KESTRA MED TECHNOLOGIES LTD | 200,000 | 0 | -200,000 | 3,316,000 | 0 | — | -3,316,000 |
| ESTABLISHMENT LABS HLDGS INC(ESTA) | 2,584,131 | 2,588,831 | +4,700 | 110,368,235 | 106,116,183 | 1.31% | -4,252,052 |
| CARGO THERAPEUTICS INC | 1,212,562 | 0 | -1,212,562 | 4,995,755 | 0 | — | -4,995,755 |
| TEMPUS AI INC(TEM) | 400,000 | 200,000 | -200,000 | 25,416,000 | 16,142,000 | 0.20% | -9,274,000 |
| APOGEE THERAPEUTICS INC(APGE) | 2,712,097 | 2,712,097 | 0 | 117,786,373 | 107,751,614 | 1.33% | -10,034,759 |
| MASIMO CORP | 683,294 | 683,294 | 0 | 114,943,717 | 100,820,030 | 1.24% | -14,123,687 |
| GE HEALTHCARE TECHNOLOGIES I(GEHC) | 626,000 | 393,500 | -232,500 | 46,367,820 | 29,551,850 | 0.36% | -16,815,970 |
| 89BIO INC | 1,967,527 | 0 | -1,967,527 | 19,321,115 | 0 | — | -19,321,115 |
| INTUITIVE SURGICAL INC | 202,456 | 202,456 | 0 | 110,016,615 | 90,544,397 | 1.12% | -19,472,218 |
| MERUS N V | 4,000,553 | 2,025,277 | -1,975,276 | 210,429,088 | 190,679,830 | 2.35% | -19,749,258 |
| AXSOME THERAPEUTICS INC(AXSM) | 1,516,903 | 1,118,883 | -398,020 | 158,349,504 | 135,888,340 | 1.67% | -22,461,164 |
| AKERO THERAPEUTICS INC | 5,477,561 | 5,477,561 | 0 | 292,282,655 | 260,074,596 | 3.20% | -32,208,059 |
| MOONLAKE IMMUNOTHERAPEUTICS(MLTX) | 741,090 | 0 | -741,090 | 34,979,448 | 0 | — | -34,979,448 |
| SOLENO THERAPEUTICS INC | 424,408 | 0 | -424,408 | 35,556,902 | 0 | — | -35,556,902 |
| ACADIA PHARMACEUTICALS INC | 8,995,547 | 7,144,524 | -1,851,023 | 194,033,949 | 152,464,142 | 1.88% | -41,569,807 |
| QUEST DIAGNOSTICS INC(DGX) | 500,000 | 250,000 | -250,000 | 89,815,000 | 47,645,000 | 0.59% | -42,170,000 |
| STRYKER CORPORATION(SYK) | 590,517 | 490,000 | -100,517 | 233,626,241 | 181,138,300 | 2.23% | -52,487,941 |
| ABBOTT LABS | 444,000 | 0 | -444,000 | 60,388,440 | 0 | — | -60,388,440 |
| ALKERMES PLC(ALKS) | 4,682,289 | 1,672,356 | -3,009,933 | 133,960,288 | 50,170,680 | 0.62% | -83,789,608 |
| ZAI LAB LTD(ZLAB) | 5,536,876 | 2,291,372 | -3,245,504 | 193,624,554 | 77,654,597 | 0.96% | -115,969,957 |
| NATERA INC(NTRA) | 2,593,645 | 2,000,000 | -593,645 | 438,170,386 | 321,940,000 | 3.97% | -116,230,386 |
| VERONA PHARMA PLC | 3,051,878 | 0 | -3,051,878 | 288,646,621 | 0 | — | -288,646,621 |