← Back to Discover

RTW INVESTMENTS, LP

Period ended Jun 30, 2026 · Latest filing Aug 14, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Jun 30, 2026: $11,712,926,784

More quarters will appear as history becomes available.

Top holdings

Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. MADRIGAL PHARMACEUTICALS INC · COM · 558868105 · shares: $1,070,510,235
  2. ARGENX SE · SPONSORED ADR · 04016X101 · shares: $658,202,715
  3. PTC THERAPEUTICS INC · COM · 69366J200 · shares: $631,875,072
  4. PROTAGONIST THERAPEUTICS INC · COM · 74366E102 · shares: $620,398,832
  5. CG ONCOLOGY INC · COM · 156944100 · shares: $604,961,620
  6. INSMED INC · COM PAR $.01 · 457669307 · shares: $516,347,866
  7. TANGO THERAPEUTICS INC · COM · 87583X109 · shares: $434,533,381
  8. SPYRE THERAPEUTICS INC · COM NEW · 00773J202 · shares: $377,492,205
  9. CELCUITY INC · COM · 15102K100 · shares: $345,758,952
  10. ERASCA INC · COM · 29479A108 · shares: $328,784,533

Reported holdings

84 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
MADRIGAL PHARMACEUTICALS INCCOM558868105 — 1,993,687 shares $1,070,510,235
ARGENX SESPONSORED ADR04016X101 — 709,446 shares $658,202,715
PTC THERAPEUTICS INCCOM69366J200 — 7,746,415 shares $631,875,072
PROTAGONIST THERAPEUTICS INCCOM74366E102 — 5,061,175 shares $620,398,832
CG ONCOLOGY INCCOM156944100 — 8,514,590 shares $604,961,620
INSMED INCCOM PAR $.01457669307 — 4,842,880 shares $516,347,866
TANGO THERAPEUTICS INCCOM87583X109 — 13,900,620 shares $434,533,381
SPYRE THERAPEUTICS INCCOM NEW00773J202 — 4,251,996 shares $377,492,205
CELCUITY INCCOM15102K100 — 3,304,903 shares $345,758,952
ERASCA INCCOM29479A108 — 17,946,754 shares $328,784,533
RADNET INCCOM750491102 — 4,846,958 shares $298,911,900
ORUKA THERAPEUTICS INCCOM687604108 — 3,139,030 shares $298,741,485
NATERA INCCOM632307104 — 1,000,000 shares $271,450,000
ULTRAGENYX PHARMACEUTICAL INCOM90400D108 — 7,796,895 shares $260,338,324
IRHYTHM HOLDINGS INCCOM450056106 — 2,182,631 shares $259,623,957
CYTOKINETICS INCCOM NEW23282W605 — 2,862,003 shares $243,814,036
KAILERA THERAPEUTICS INCCOMMON STOCK482931102 — 10,776,820 shares $237,413,345
ESTABLISHMENT LABS HLDGS INCCOMG31249108 — 2,655,695 shares $227,885,188
GUARDANT HEALTH INCCOM40131M109 — 1,481,033 shares $222,199,381
NEUROCRINE BIOSCIENCES INCCOM64125C109 — 1,267,925 shares $213,689,740
TARSUS PHARMACEUTICALS INCCOM87650L103 — 3,357,059 shares $211,293,293
STOKE THERAPEUTICS INCCOM86150R107 — 5,623,525 shares $184,001,738
UNIQURE NVSHSN90064101 — 3,941,572 shares $181,548,806
ACADIA PHARMACEUTICALS INCCOM004225108 — 7,144,524 shares $180,756,457
REPLIGEN CORPCOM759916109 — 1,240,637 shares $169,272,512
UROGEN PHARMA LTDCOMM96088105 — 4,543,895 shares $167,215,336
GH RESEARCH PLCORDINARY SHARESG3855L106 — 5,933,815 shares $159,500,947
IMMUNOCORE HLDGS PLCADS45258D105 — 4,869,798 shares $154,616,087
COMPASS PATHWAYS PLCSPONSORED ADS20451W101 — 10,700,974 shares $151,418,782
IMMATICS N.VSHSN44445109 — 12,946,176 shares $131,144,763
ZAI LAB LTDADR98887Q104 — 6,574,032 shares $124,906,608
IMMUNOVANT INCCOM45258J102 — 3,177,849 shares $122,442,522
BELITE BIO INCSPONSORED ADS07782B104 — 715,332 shares $110,150,398
XENCOR INCCOM98401F105 — 6,777,461 shares $109,117,122
TAYSHA GENE THERAPIES INCCOM SHS877619106 — 13,560,258 shares $92,345,357
COGENT BIOSCIENCES INCCOM19240Q201 — 2,309,021 shares $89,359,113
ALKERMES PLCSHSG01767105 — 1,672,356 shares $87,623,093
STRUCTURE THERAPEUTICS INCSPONSORED ADS86366E106 — 1,607,507 shares $86,274,901
REPLIMUNE GROUP INCCOM76029N106 — 7,411,581 shares $82,046,202
CASTLE BIOSCIENCES INCCOM14843C105 — 2,778,335 shares $66,263,290
CANDEL THERAPEUTICS INCCOM137404109 — 6,422,018 shares $66,146,785
ROCKET PHARMACEUTICALS INCCOM77313F106 — 17,687,772 shares $60,492,180
KODIAK SCIENCES INCCOM50015M109 — 1,487,934 shares $57,969,909
AKTIS ONCOLOGY INCCOM01021M104 — 1,592,043 shares $51,311,546
AXOGEN INCCOM05463X106 — 1,011,576 shares $46,724,695
DANAHER CORP DELCOM235851102 — 230,000 shares $43,810,400
CULLINAN THERAPEUTICS INCCOM230031106 — 2,364,347 shares $43,054,759
NEUROGENE INCCOM64135M105 — 1,362,456 shares $42,849,241
HINGE HEALTH INCCL A433313103 — 500,000 shares $41,500,000
ORCHESTRA BIOMED HLDGS INCCOM68572M106 — 9,556,063 shares $41,234,412
SOLID BIOSCIENCES INCCOM NEW83422E204 — 3,892,926 shares $38,890,331
SAVARA INCCOM805111101 — 5,952,380 shares $36,666,661
AQUESTIVE THERAPEUTICS INCCOM03843E104 — 7,426,471 shares $30,894,119
KYMERA THERAPEUTICS INCCOM501575104 — 240,000 shares $27,520,800
VERASTEM INCCOM NEW92337C203 — 6,635,793 shares $25,348,729
DIANTHUS THERAPEUTICS INCCOM252828108 — 248,063 shares $24,181,181
BETA BIONICS INCCOM08659B102 — 1,500,000 shares $23,505,000
CENTURY THERAPEUTICS INCCOM15673T100 — 8,695,652 shares $21,304,347
EVOMMUNE INCCOM SHS30054Y107 — 1,502,235 shares $19,964,703
BEAM THERAPEUTICS INCCOM07373V105 — 570,394 shares $19,575,922
DEFINIUM THERAPEUTICS INCCOM SHS24477V105 — 400,000 shares $18,816,000
IDEAYA BIOSCIENCES INCCOM45166A102 — 370,370 shares $13,803,690
ATAIBECKLEY INCCOM SHS04650F101 — 2,000,000 shares $10,540,000
MILESTONE PHARMACEUTICALS INCOM59935V107 — 7,833,336 shares $10,496,670
OCUGEN INCCOM67577C105 — 6,666,666 shares $10,199,999
TENAX THERAPEUTICS INCCOM NEW88032L605 — 696,570 shares $10,135,094
HEARTFLOW INCCOM42238D107 — 295,000 shares $8,655,300
PERCEPTIVE CAP SOLUTIONS CORCL A ORD SHSG70077105 — 742,500 shares $8,078,400
WAVE LIFE SCIENCES LTDSHSY95308105 — 1,350,000 shares $7,843,500
LARIMAR THERAPEUTICS INCCOM517125100 — 2,565,999 shares $7,826,297
LUMEXA IMAGING HOLDINGS INCCOM550249106 — 650,000 shares $7,332,000
ALLOGENE THERAPEUTICS INCCOM019770106 — 3,250,000 shares $6,760,000
CRESCENT BIOPHARMA INC.COMG2545C104 — 372,856 shares $6,711,408
4D MOLECULAR THERAPEUTICS INCOM35104E100 — 475,737 shares $6,327,302
MAZE THERAPEUTICS INCCOM578784100 — 212,000 shares $6,326,080
CAPRICOR THERAPEUTICS INCCOM NEW14070B309 — 250,000 shares $6,020,000
KALARIS THERAPEUTICS INCCOM482929106 — 1,300,000 shares $5,291,000
ABIVAX SASPONSORED ADS00370M103 — 26,400 shares $3,518,064
AVALO THERAPEUTICS INCCOM NEW05338F306 — 175,000 shares $3,234,000
MEDLINE INCCOM CL A58507V107 — 70,000 shares $2,760,800
DISC MEDICINE INCCOM254604101 — 30,000 shares $2,194,200
IMAGENEBIO INCCOM45175G207 — 334,445 shares $1,973,226
EXAGEN INCCOM30068X103 — 195,000 shares $906,750
ROCKET PHARMACEUTICALS INC*W EXP 09/02/20277313F114 — 350,000 shares $1,190