RTW INVESTMENTS, LP
Institutional investor · Portfolio as of Q2 2026
Top Holdings84 positions
MADRIGAL PHARMACEUTICALS INC COM | 2M | $1.1B | 9.1% | $265.94 | +79.33% | 13 qtrssince 2023-Q2 | Unchanged 0 |
ARGENX SE | 709,446 | $658.2M | 5.6% | $374.99 | +118.31% | 30 qtrssince 2019-Q1 | Unchanged 0 |
PTC THERAPEUTICS INC | 7.7M | $631.9M | 5.4% | $43.73 | +43.05% | 30 qtrssince 2019-Q1 | Unchanged 0 |
PROTAGONIST THERAPEUTICS INC COM | 5.1M | $620.4M | 5.3% | $24.40 | +468.49% | 28 qtrssince 2019-Q3 | Increased 61 |
CG ONCOLOGY INC COM | 8.5M | $605M | 5.2% | $56.37 | +12.22% | 10 qtrssince 2024-Q1 | Increased 74 |
INSMED INC | 4.8M | $516.3M | 4.4% | $92.32 | +8.83% | 13 qtrssince 2023-Q2 | Unchanged 0 |
TANGO THERAPEUTICS INC COM | 13.9M | $434.5M | 3.7% | $12.05 | +87.38% | 3 qtrssince 2025-Q4 | Increased 60 |
SPYRE THERAPEUTICS INC COM NEW | 4.3M | $377.5M | 3.2% | $24.87 | +221.27% | 11 qtrssince 2023-Q4 | Increased 58 |
CELCUITY INC COM | 3.3M | $345.8M | 3.0% | $105.93 | -35.93% | 3 qtrssince 2025-Q4 | Increased 58 |
ERASCA INC COM | 17.9M | $328.8M | 2.8% | $14.43 | +7.10% | 3 qtrssince 2025-Q4 | Increased 59 |
RADNET INC COM | 4.8M | $298.9M | 2.6% | $56.57 | +20.57% | 11 qtrssince 2023-Q4 | Increased 60 |
ORUKA THERAPEUTICS INC COM | 3.1M | $298.7M | 2.6% | $48.89 | +58.06% | 8 qtrssince 2024-Q3 | Increased 74 |
NATERA INC | 1M | $271.5M | 2.3% | $42.81 | +812.87% | 28 qtrssince 2019-Q3 | Decreased 0 |
ULTRAGENYX PHARMACEUTICAL INC COM | 7.8M | $260.3M | 2.2% | $35.70 | -57.17% | 19 qtrssince 2021-Q4 | Increased 85 |
IRHYTHM TECHNOLOGIES INC | 2.2M | $259.6M | 2.2% | $150.42 | -31.79% | 3 qtrssince 2025-Q4 | Increased 67 |
CYTOKINETICS INC COM NEW | 2.9M | $243.8M | 2.1% | $31.73 | +95.44% | 24 qtrssince 2020-Q3 | Increased 55 |
KAILERA THERAPEUTICS INC COMMON STOCK | 10.8M | $237.4M | 2.0% | $22.03 | -54.61% | 1 qtr | New 79 |
ESTABLISHMENT LABS HLDGS INC COM | 2.7M | $227.9M | 1.9% | $27.95 | +116.87% | 30 qtrssince 2019-Q1 | Unchanged 0 |
GUARDANT HEALTH INC | 1.5M | $222.2M | 1.9% | $56.44 | +193.33% | 5 qtrssince 2025-Q2 | Unchanged 0 |
NEUROCRINE BIOSCIENCES INC | 1.3M | $213.7M | 1.8% | $132.65 | +6.49% | 5 qtrssince 2025-Q2 | Increased 57 |
RTW INVESTMENTS, LP manages $11.7B across 84 positions as of Q2 2026. Top holdings: MDGL (9.1%), ARGX (5.6%), PTCT (5.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 9 new positions, 13 exits, 26 increased. Top move: RARE (INCREASED, conviction 85). Portfolio: $11.7B across 84 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR