Rtw Investments, LP 13F holdings
Rtw Investments, LP reported 83 positions with a total reported value of $11.7B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: MDGL MADRIGAL PHARMACEUTICALS INC (9.1%), ARGX ARGENX SE (5.6%), PTCT PTC THERAPEUTICS INC (5.4%), PTGX PROTAGONIST THERAPEUTICS INC (5.3%), CGON CG ONCOLOGY INC (5.2%). Against 2026-03-31 it opened 9 new positions and exited 13. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 83 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| MDGL MADRIGAL PHARMACEUTICALS INC | 1,993,687 | $1.1B | 9.1% |
| ARGX ARGENX SE | 709,446 | $658.2M | 5.6% |
| PTCT PTC THERAPEUTICS INC | 7,746,415 | $631.9M | 5.4% |
| PTGX PROTAGONIST THERAPEUTICS INC | 5,061,175 | $620.4M | 5.3% |
| CGON CG ONCOLOGY INC | 8,514,590 | $605.0M | 5.2% |
| INSM INSMED INC | 4,842,880 | $516.3M | 4.4% |
| TNGX TANGO THERAPEUTICS INC | 13,900,620 | $434.5M | 3.7% |
| SYRE SPYRE THERAPEUTICS INC | 4,251,996 | $377.5M | 3.2% |
| CELC CELCUITY INC | 3,304,903 | $345.8M | 3.0% |
| ERAS ERASCA INC | 17,946,754 | $328.8M | 2.8% |
| RDNT RADNET INC | 4,846,958 | $298.9M | 2.6% |
| ORKA ORUKA THERAPEUTICS INC | 3,139,030 | $298.7M | 2.6% |
| NTRA NATERA INC | 1,000,000 | $271.4M | 2.3% |
| RARE ULTRAGENYX PHARMACEUTICAL IN | 7,796,895 | $260.3M | 2.2% |
| IRTC IRHYTHM HOLDINGS INC | 2,182,631 | $259.6M | 2.2% |
| CYTK CYTOKINETICS INC | 2,862,003 | $243.8M | 2.1% |
| KLRA KAILERA THERAPEUTICS INC | 10,776,820 | $237.4M | 2.0% |
| ESTA ESTABLISHMENT LABS HLDGS INC | 2,655,695 | $227.9M | 1.9% |
| GH GUARDANT HEALTH INC | 1,481,033 | $222.2M | 1.9% |
| NBIX NEUROCRINE BIOSCIENCES INC | 1,267,925 | $213.7M | 1.8% |
| TARS TARSUS PHARMACEUTICALS INC | 3,357,059 | $211.3M | 1.8% |
| STOK STOKE THERAPEUTICS INC | 5,623,525 | $184.0M | 1.6% |
| QURE UNIQURE NV | 3,941,572 | $181.5M | 1.5% |
| ACAD ACADIA PHARMACEUTICALS INC | 7,144,524 | $180.8M | 1.5% |
| RGEN REPLIGEN CORP | 1,240,637 | $169.3M | 1.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 9 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| KLRA KAILERA THERAPEUTICS INC | 10,776,820 | $237.4M | 2.0% |
| GPCR STRUCTURE THERAPEUTICS INC | 1,607,507 | $86.3M | 0.7% |
| AXGN AXOGEN INC | 1,011,576 | $46.7M | 0.4% |
| DHR DANAHER CORP DEL | 230,000 | $43.8M | 0.4% |
| SLDB SOLID BIOSCIENCES INC | 3,892,926 | $38.9M | 0.3% |
| IDYA IDEAYA BIOSCIENCES INC | 370,370 | $13.8M | 0.1% |
| ALLO ALLOGENE THERAPEUTICS INC | 3,250,000 | $6.8M | <0.1% |
| MAZE MAZE THERAPEUTICS INC | 212,000 | $6.3M | <0.1% |
| ABVX ABIVAX SA | 26,400 | $3.5M | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 13 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| APGE APOGEE THERAPEUTICS INC | 2,782,097 | $234.2M | 2.3% |
| APELLIS PHARMACEUTICALS INC | 3,685,045 | $148.2M | 1.5% |
| ISRG INTUITIVE SURGICAL INC | 220,000 | $101.4M | 1.0% |
| CENTESSA PHARMACEUTICALS PLC | 2,054,175 | $81.6M | 0.8% |
| CRNX CRINETICS PHARMACEUTICALS IN | 1,451,326 | $52.7M | 0.5% |
| WAY WAYSTAR HLDG CORP | 1,630,000 | $39.3M | 0.4% |
| ARWR ARROWHEAD PHARMACEUTICALS IN | 585,682 | $36.7M | 0.4% |
| SYK STRYKER CORPORATION | 100,000 | $32.9M | 0.3% |
| CMPX COMPASS THERAPEUTICS INC | 4,186,599 | $22.1M | 0.2% |
| FLGT FULGENT GENETICS INC | 1,289,000 | $20.5M | 0.2% |
| JBIO JADE BIOSCIENCES INC | 573,205 | $8.1M | <0.1% |
| IVA INVENTIVA SA | 1,298,702 | $7.2M | <0.1% |
| OMDA OMADA HEALTH INC | 200,000 | $2.5M | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| RARE ULTRAGENYX PHARMACEUTICAL IN | 3,648,795 | 7,796,895 | +113.7% | $260.3M |
| CGON CG ONCOLOGY INC | 6,984,808 | 8,514,590 | +21.9% | $605.0M |
| ORKA ORUKA THERAPEUTICS INC | 2,058,148 | 3,139,030 | +52.5% | $298.7M |
| QURE UNIQURE NV | 2,586,356 | 3,941,572 | +52.4% | $181.5M |
| IRTC IRHYTHM HOLDINGS INC | 1,668,500 | 2,182,631 | +30.8% | $259.6M |
| NBIX NEUROCRINE BIOSCIENCES INC | 1,062,072 | 1,267,925 | +19.4% | $213.7M |
| RDNT RADNET INC | 4,285,000 | 4,846,958 | +13.1% | $298.9M |
| ERAS ERASCA INC | 16,157,175 | 17,946,754 | +11.1% | $328.8M |
| CELC CELCUITY INC | 3,039,621 | 3,304,903 | +8.7% | $345.8M |
| TNGX TANGO THERAPEUTICS INC | 13,300,620 | 13,900,620 | +4.5% | $434.5M |
| CYTK CYTOKINETICS INC | 2,721,158 | 2,862,003 | +5.2% | $243.8M |
| CGEM CULLINAN THERAPEUTICS INC | 1,705,960 | 2,364,347 | +38.6% | $43.1M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| COGT COGENT BIOSCIENCES INC | 5,458,675 | 2,309,021 | -57.7% | $89.4M |
| HNGE HINGE HEALTH INC | 1,930,000 | 500,000 | -74.1% | $41.5M |
| NTRA NATERA INC | 1,250,000 | 1,000,000 | -20.0% | $271.4M |
| AVTX AVALO THERAPEUTICS INC | 856,962 | 175,000 | -79.6% | $3.2M |
| BBNX BETA BIONICS INC | 2,000,000 | 1,500,000 | -25.0% | $23.5M |
| HTFL HEARTFLOW INC | 495,000 | 295,000 | -40.4% | $8.7M |
| XGN EXAGEN INC | 395,231 | 195,000 | -50.7% | $906.8K |
| TSHA TAYSHA GENE THERAPIES INC | 13,680,248 | 13,560,258 | -0.9% | $92.3M |
CIK 1493215 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
More 13F data
Source: U.S. Securities and Exchange Commission (EDGAR) and other official
government data · Updated 2026-10-12 ·
For informational purposes only, not investment advice.
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