Rtw Investments, LP

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 68Value: $6.5BLatest: 2025Q1

RTW INVESTMENTS, LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 68 holdings worth $6.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

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MADRIGAL PHARMACEUTICALS, INC.

MDGL|558868105

Shares:2.0M

Value:$660.4M

% of Portfolio:10.1% ($660.4M/$6.5B)

ARGENX SE

ARGX|04016X101

Shares:673.5K

Value:$398.6M

% of Portfolio:6.1% ($398.6M/$6.5B)

PTC THERAPEUTICS, INC.

PTCT|69366J200

Shares:7.5M

Value:$381.3M

% of Portfolio:5.8% ($381.3M/$6.5B)

Natera, Inc.

NTRA|632307104

Shares:2.6M

Value:$366.8M

% of Portfolio:5.6% ($366.8M/$6.5B)

Axsome Therapeutics, Inc.

AXSM|05464T104

Shares:2.9M

Value:$340.9M

% of Portfolio:5.2% ($340.9M/$6.5B)

Akero Therapeutics, Inc.

AKRO|00973Y108

Shares:7.4M

Value:$300.3M

% of Portfolio:4.6% ($300.3M/$6.5B)

Protagonist Therapeutics, Inc

PTGX|74366E102

Shares:5.7M

Value:$276.6M

% of Portfolio:4.2% ($276.6M/$6.5B)

Avidity Biosciences, Inc.

RNA|05370A108

Shares:8.7M

Value:$258.2M

% of Portfolio:3.9% ($258.2M/$6.5B)

Penumbra Inc

PEN|70975L107

Shares:862.8K

Value:$230.7M

% of Portfolio:3.5% ($230.7M/$6.5B)

INSMED Inc

INSM|457669307

Shares:3.0M

Value:$230.0M

% of Portfolio:3.5% ($230.0M/$6.5B)

Alkermes plc.

ALKS|G01767105

Shares:6.9M

Value:$227.3M

% of Portfolio:3.5% ($227.3M/$6.5B)

STRYKER CORP

SYK|863667101

Shares:590.2K

Value:$219.7M

% of Portfolio:3.4% ($219.7M/$6.5B)

Verona Pharma plc

VRNA|925050106

Shares:2.8M

Value:$180.9M

% of Portfolio:2.8% ($180.9M/$6.5B)

Merus N.V.

MRUS|N5749R100

Shares:4.2M

Value:$175.5M

% of Portfolio:2.7% ($175.5M/$6.5B)

Tarsus Pharmaceuticals, Inc.

TARS|87650L103

Shares:3.3M

Value:$170.3M

% of Portfolio:2.6% ($170.3M/$6.5B)

Immunocore Holdings plc

IMCR|45258D105

Shares:4.9M

Value:$144.5M

% of Portfolio:2.2% ($144.5M/$6.5B)

ACADIA PHARMACEUTICALS INC

ACAD|004225108

Shares:8.5M

Value:$141.9M

% of Portfolio:2.2% ($141.9M/$6.5B)

ROCKET PHARMACEUTICALS, INC.

RCKT|77313F106

Shares:17.7M

Value:$118.0M

% of Portfolio:1.8% ($118.0M/$6.5B)

RadNet, Inc.

RDNT|750491102

Shares:2.3M

Value:$115.2M

% of Portfolio:1.8% ($115.2M/$6.5B)

MASIMO CORP

MASI|574795100

Shares:683.3K

Value:$113.8M

% of Portfolio:1.7% ($113.8M/$6.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
MADRIGAL PHARMACEUTICALS, INC.(MDGLcusip558868105)	2.0M	QoQ 0.00% (+0) YoY +402.12% (+1.6M)	All Managers (Combined)	$660.4M	10.1% ($660.4M/$6.5B)	QoQ +7.34% (+$45.2M) YoY +522.82% (+$554.3M)
ARGENX SE(ARGXcusip04016X101)	673.5K	QoQ 0.00% (-0) YoY +0.94% (+6.3K)	All Managers (Combined)	$398.6M	6.1% ($398.6M/$6.5B)	QoQ -3.76% (-$15.6M) YoY +51.74% (+$135.9M)
PTC THERAPEUTICS, INC.(PTCTcusip69366J200)	7.5M	QoQ +1.21% (+90.0K) YoY +0.79% (+59.2K)	All Managers (Combined)	$381.3M	5.8% ($381.3M/$6.5B)	QoQ +14.26% (+$47.6M) YoY +76.57% (+$165.4M)
Natera, Inc.(NTRAcusip632307104)	2.6M	QoQ 0.00% (-223) YoY 0.00% (+223)	All Managers (Combined)	$366.8M	5.6% ($366.8M/$6.5B)	QoQ -10.66% (-$43.8M) YoY +54.62% (+$129.6M)
Axsome Therapeutics, Inc.(AXSMcusip05464T104)	2.9M	QoQ -27.85% (-1.1M) YoY -34.94% (-1.6M)	All Managers (Combined)	$340.9M	5.2% ($340.9M/$6.5B)	QoQ -0.55% (-$1.9M) YoY -4.91% (-$17.6M)
Akero Therapeutics, Inc.(AKROcusip00973Y108)	7.4M	QoQ +8.15% (+559.5K) YoY +36.58% (+2.0M)	All Managers (Combined)	$300.3M	4.6% ($300.3M/$6.5B)	QoQ +57.37% (+$109.5M) YoY +118.88% (+$163.1M)
Protagonist Therapeutics, Inc(PTGXcusip74366E102)	5.7M	QoQ +4.01% (+220.9K) YoY +7.59% (+403.9K)	All Managers (Combined)	$276.6M	4.2% ($276.6M/$6.5B)	QoQ +30.31% (+$64.3M) YoY +79.86% (+$122.8M)
Avidity Biosciences, Inc.(RNAcusip05370A108)	8.7M	QoQ +10.26% (+814.1K) YoY +9.74% (+776.7K)	All Managers (Combined)	$258.2M	3.9% ($258.2M/$6.5B)	QoQ +11.93% (+$27.5M) YoY +26.94% (+$54.8M)
Penumbra Inc(PENcusip70975L107)	862.8K	QoQ +0.03% (+320) YoY +27.64% (+186.9K)	All Managers (Combined)	$230.7M	3.5% ($230.7M/$6.5B)	QoQ +12.64% (+$25.9M) YoY +52.94% (+$79.9M)
INSMED Inc(INSMcusip457669307)	3.0M	QoQ 0.00% (+0) YoY +61.62% (+1.1M)	All Managers (Combined)	$230.0M	3.5% ($230.0M/$6.5B)	QoQ +10.50% (+$21.9M) YoY +354.50% (+$179.4M)
Alkermes plc.(ALKScusipG01767105)	6.9M	QoQ -8.90% (-673.1K) YoY +13.71% (+830.4K)	All Managers (Combined)	$227.3M	3.5% ($227.3M/$6.5B)	QoQ +4.58% (-$10.0M) YoY +38.71% (+$63.4M)
STRYKER CORP(SYKcusip863667101)	590.2K	QoQ 0.00% (+0) YoY +83.86% (+269.2K)	All Managers (Combined)	$219.7M	3.4% ($219.7M/$6.5B)	QoQ +3.38% (+$7.2M) YoY +91.25% (+$104.8M)
Verona Pharma plc(VRNAcusip925050106)	2.8M	QoQ +56.43% (+1.0M) YoY NEW(+2.8M)	All Managers (Combined)	$180.9M	2.8% ($180.9M/$6.5B)	QoQ +113.87% (+$96.3M) YoY NEW(+$180.9M)
Merus N.V.(MRUScusipN5749R100)	4.2M	QoQ 0.00% (+0) YoY +1.46% (-60.0K)	All Managers (Combined)	$175.5M	2.7% ($175.5M/$6.5B)	QoQ +0.09% (+$166.8K) YoY -5.16% (-$9.6M)
Tarsus Pharmaceuticals, Inc.(TARScusip87650L103)	3.3M	QoQ +2.45% (-79.5K) YoY +1.33% (+43.7K)	All Managers (Combined)	$170.3M	2.6% ($170.3M/$6.5B)	QoQ -4.94% (-$8.9M) YoY +43.20% (+$51.4M)
Immunocore Holdings plc(IMCRcusip45258D105)	4.9M	QoQ 0.00% (+0) YoY -19.10% (-1.1M)	All Managers (Combined)	$144.5M	2.2% ($144.5M/$6.5B)	QoQ +0.57% (+$827.9K) YoY -63.07% (-$246.8M)
ACADIA PHARMACEUTICALS INC(ACADcusip004225108)	8.5M	QoQ -1.89% (-165.4K) YoY -38.24% (-5.3M)	All Managers (Combined)	$141.9M	2.2% ($141.9M/$6.5B)	QoQ -11.20% (-$17.9M) YoY -44.52% (-$113.9M)
ROCKET PHARMACEUTICALS, INC.(RCKTcusip77313F106)	17.7M	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$118.0M	1.8% ($118.0M/$6.5B)	QoQ -46.93% (-$104.4M) YoY -75.24% (-$358.5M)
RadNet, Inc.(RDNTcusip750491102)	2.3M	QoQ +17.13% (-339.0K) YoY +36.28% (+617.0K)	All Managers (Combined)	$115.2M	1.8% ($115.2M/$6.5B)	QoQ -16.61% (-$23.0M) YoY +39.25% (+$32.5M)
MASIMO CORP(MASIcusip574795100)	683.3K	QoQ 0.00% (+0) YoY -53.27% (-779.1K)	All Managers (Combined)	$113.8M	1.7% ($113.8M/$6.5B)	QoQ +0.78% (+$888.3K) YoY -46.99% (-$100.9M)