Rtw-Investments-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MRUS",
  "AKRO",
  "AXSM",
  "CNTA",
  "ALKS",
  "INSM",
  "TEM",
  "ARGX",
  "RDNT",
  "ACAD",
  "MASI",
  "CBLL",
  "MDGL",
  "PTCT",
  null,
  "RCKT",
  "ARVN",
  "IMTX",
  "TSHA",
  "LENZ",
  "STOK",
  "REPL",
  "ADGM",
  "NGNE",
  null,
  "BIOA",
  null,
  "ESTA",
  "SYRE",
  "APGE",
  "ISRG",
  "TARS",
  "MIST",
  "GHRS",
  "GEHC",
  null,
  "DGX",
  null,
  "SYK",
  "RAPT",
  "PTGX",
  "RNA",
  "TENX",
  "QURE",
  "ETNB",
  "DYN",
  "GKOS",
  "GMED",
  "PEN",
  "NTRA",
  "WVE",
  "CMPS",
  "CRVS",
  "XGN",
  "IMCR",
  "URGN",
  "VRNA",
  "VSTM",
  "ZLAB",
  "OBIO",
  "XNCR",
  "ORKA",
  "RARE",
  "BEAM",
  "CRGX",
  "CGON",
  "CGEM",
  "CYTK"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 68
Total Value: 6538371722
Accession Number: 0001493215-25-000003
Form Type: 13F-HR
CIK: rtw-investments-lp
Manager Name: Rtw-Investments-Lp

Data Enrichment

93% identified

63 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

68 positions • $6.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Zai Lab Ltd

ZLAB|98887Q104

Shares:3.1M

Value:$113.4M

% of Portfolio:1.7% ($113.4M/$6.5B)

CYTOKINETICS INC

CYTK|23282W605

Shares:2.7M

Value:$109.4M

% of Portfolio:1.7% ($109.4M/$6.5B)

ESTABLISHMENT LABS HOLDINGS INC.

ESTA|G31249108

Shares:2.6M

Value:$105.4M

% of Portfolio:1.6% ($105.4M/$6.5B)

Apogee Therapeutics, Inc.

APGE|03770N101

Shares:2.7M

Value:$101.3M

% of Portfolio:1.5% ($101.3M/$6.5B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:202.5K

Value:$100.3M

% of Portfolio:1.5% ($100.3M/$6.5B)

GLOBUS MEDICAL INC

GMED|379577208

Shares:1.1M

Value:$82.3M

% of Portfolio:1.3% ($82.3M/$6.5B)

Ultragenyx Pharmaceutical Inc.

RARE|90400D108

Shares:1.7M

Value:$61.8M

% of Portfolio:0.9% ($61.8M/$6.5B)

GH Research PLC

GHRS|G3855L106

Shares:5.5M

Value:$60.7M

% of Portfolio:0.9% ($60.7M/$6.5B)

Spyre Therapeutics, Inc.

SYRE|00773J202

Shares:3.6M

Value:$58.4M

% of Portfolio:0.9% ($58.4M/$6.5B)

uniQure N.V.

QURE|N90064101

Shares:4.3M

Value:$45.2M

% of Portfolio:0.7% ($45.2M/$6.5B)

UroGen Pharma Ltd.

URGN|M96088105

Shares:3.8M

Value:$42.4M

% of Portfolio:0.6% ($42.4M/$6.5B)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:520.0K

Value:$42.0M

% of Portfolio:0.6% ($42.0M/$6.5B)

CG Oncology, Inc.

CGON|156944100

Shares:1.7M

Value:$41.7M

% of Portfolio:0.6% ($41.7M/$6.5B)

08659B102

Shares:3.3M

Value:$40.4M

% of Portfolio:0.6% ($40.4M/$6.5B)

Orchestra BioMed Holdings, Inc.

OBIO|68572M106

Shares:8.2M

Value:$35.1M

% of Portfolio:0.5% ($35.1M/$6.5B)

Stoke Therapeutics, Inc.

STOK|86150R107

Shares:5.1M

Value:$34.1M

% of Portfolio:0.5% ($34.1M/$6.5B)

Immatics N.V.

IMTX|N44445109

Shares:6.9M

Value:$31.2M

% of Portfolio:0.5% ($31.2M/$6.5B)

Taysha Gene Therapies, Inc.

TSHA|877619106

Shares:18.8M

Value:$26.1M

% of Portfolio:0.4% ($26.1M/$6.5B)

Verastem, Inc.

VSTM|92337C203

Shares:4.2M

Value:$25.6M

% of Portfolio:0.4% ($25.6M/$6.5B)

Xencor Inc

XNCR|98401F105

Shares:2.4M

Value:$25.6M

% of Portfolio:0.4% ($25.6M/$6.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Zai Lab Ltd(ZLABcusip98887Q104)	3.1M	QoQ +25.01% (+627.6K) YoY NEW(+3.1M)	All Managers (Combined)	$113.4M	1.7% ($113.4M/$6.5B)	QoQ +72.50% (+$47.6M) YoY NEW(+$113.4M)
CYTOKINETICS INC(CYTKcusip23282W605)	2.7M	QoQ 0.00% (-0) YoY +7.76% (-196.1K)	All Managers (Combined)	$109.4M	1.7% ($109.4M/$6.5B)	QoQ -14.56% (-$18.6M) YoY -38.22% (-$67.7M)
ESTABLISHMENT LABS HOLDINGS INC.(ESTAcusipG31249108)	2.6M	QoQ +0.55% (-14.2K) YoY -3.43% (-91.8K)	All Managers (Combined)	$105.4M	1.6% ($105.4M/$6.5B)	QoQ -10.93% (-$12.9M) YoY -22.58% (-$30.8M)
Apogee Therapeutics, Inc.(APGEcusip03770N101)	2.7M	QoQ 0.00% (-0) YoY +9.90% (-244.5K)	All Managers (Combined)	$101.3M	1.5% ($101.3M/$6.5B)	QoQ -17.52% (-$21.5M) YoY -38.20% (-$62.6M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	202.5K	QoQ NEW(+202.5K) YoY +104.50% (+103.5K)	All Managers (Combined)	$100.3M	1.5% ($100.3M/$6.5B)	QoQ NEW(+$100.3M) YoY +153.78% (+$60.8M)
GLOBUS MEDICAL INC(GMEDcusip379577208)	1.1M	QoQ +15.74% (+153.0K) YoY NEW(+1.1M)	All Managers (Combined)	$82.3M	1.3% ($82.3M/$6.5B)	QoQ +2.43% (+$2.0M) YoY NEW(+$82.3M)
Ultragenyx Pharmaceutical Inc.(RAREcusip90400D108)	1.7M	QoQ -13.24% (-260.6K) YoY -75.90% (-5.4M)	All Managers (Combined)	$61.8M	0.9% ($61.8M/$6.5B)	QoQ -25.32% (-$21.0M) YoY -81.31% (-$269.1M)
GH Research PLC(GHRScusipG3855L106)	5.5M	QoQ +65.30% (+2.2M) YoY +65.30% (+2.2M)	All Managers (Combined)	$60.7M	0.9% ($60.7M/$6.5B)	QoQ +160.46% (+$37.4M) YoY +71.03% (+$25.2M)
Spyre Therapeutics, Inc.(SYREcusip00773J202)	3.6M	QoQ 0.00% (-0) YoY +62.22% (-1.4M)	All Managers (Combined)	$58.4M	0.9% ($58.4M/$6.5B)	QoQ -30.69% (-$25.9M) YoY -30.99% (-$26.2M)
uniQure N.V.(QUREcusipN90064101)	4.3M	QoQ +372.03% (+3.4M) YoY NEW(+4.3M)	All Managers (Combined)	$45.2M	0.7% ($45.2M/$6.5B)	QoQ +183.32% (+$29.3M) YoY NEW(+$45.2M)
UroGen Pharma Ltd.(URGNcusipM96088105)	3.8M	QoQ 0.00% (+0) YoY +17.72% (-577.4K)	All Managers (Combined)	$42.4M	0.6% ($42.4M/$6.5B)	QoQ +3.84% (+$1.6M) YoY -13.19% (-$6.4M)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	520.0K	QoQ NEW(+520.0K) YoY NEW(+520.0K)	All Managers (Combined)	$42.0M	0.6% ($42.0M/$6.5B)	QoQ NEW(+$42.0M) YoY NEW(+$42.0M)
CG Oncology, Inc.(CGONcusip156944100)	1.7M	QoQ 0.00% (-0) YoY +311.24% (+1.3M)	All Managers (Combined)	$41.7M	0.6% ($41.7M/$6.5B)	QoQ -14.60% (-$7.1M) YoY +129.41% (+$23.5M)
(cusip08659B102)✕	3.3M	QoQ NEW(+3.3M) YoY NEW(+3.3M)	All Managers (Combined)	$40.4M	0.6% ($40.4M/$6.5B)	QoQ NEW(+$40.4M) YoY NEW(+$40.4M)
Orchestra BioMed Holdings, Inc.(OBIOcusip68572M106)	8.2M	QoQ 0.00% (+0) YoY +46.00% (+2.6M)	All Managers (Combined)	$35.1M	0.5% ($35.1M/$6.5B)	QoQ +6.99% (+$2.3M) YoY +18.57% (+$5.5M)
Stoke Therapeutics, Inc.(STOKcusip86150R107)	5.1M	QoQ 0.00% (-0) YoY +21.27% (-898.7K)	All Managers (Combined)	$34.1M	0.5% ($34.1M/$6.5B)	QoQ -39.70% (-$22.4M) YoY -40.26% (-$23.0M)
Immatics N.V.(IMTXcusipN44445109)	6.9M	QoQ +5.64% (-369.0K) YoY -30.90% (-3.1M)	All Managers (Combined)	$31.2M	0.5% ($31.2M/$6.5B)	QoQ -32.98% (-$15.3M) YoY -70.35% (-$73.9M)
Taysha Gene Therapies, Inc.(TSHAcusip877619106)	18.8M	QoQ +116.63% (+10.1M) YoY +1.04% (-194.7K)	All Managers (Combined)	$26.1M	0.4% ($26.1M/$6.5B)	QoQ +74.05% (+$11.1M) YoY -51.06% (-$27.2M)
Verastem, Inc.(VSTMcusip92337C203)	4.2M	QoQ NEW(+4.2M) YoY NEW(+4.2M)	All Managers (Combined)	$25.6M	0.4% ($25.6M/$6.5B)	QoQ NEW(+$25.6M) YoY NEW(+$25.6M)
Xencor Inc(XNCRcusip98401F105)	2.4M	QoQ 0.00% (-0) YoY NEW(+2.4M)	All Managers (Combined)	$25.6M	0.4% ($25.6M/$6.5B)	QoQ -53.69% (-$29.7M) YoY NEW(+$25.6M)