RTW INVESTMENTS, LP
Institutional investor · Portfolio as of Q2 2026
Top Holdings84 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MADRIGAL PHARMACEUTICALS INC | 2M | $1.1B | 9.1% | $265.36 | +97.79% | 13 qtrssince 2023-Q2 | Unchanged 0 |
ARGENX SE - ADR | 709,446 | $658.2M | 5.6% | $374.99 | +163.43% | 30 qtrssince 2019-Q1 | Unchanged 0 |
PTC THERAPEUTICS INC | 7.7M | $631.9M | 5.4% | $43.73 | +66.65% | 30 qtrssince 2019-Q1 | Unchanged 0 |
PROTAGONIST THERAPEUTICS INC | 5.1M | $620.4M | 5.3% | $24.40 | +550.18% | 28 qtrssince 2019-Q3 | Increased 61 |
CG ONCOLOGY INC | 8.5M | $605M | 5.2% | $56.37 | +36.79% | 10 qtrssince 2024-Q1 | Increased 74 |
INSMED INC | 4.8M | $516.3M | 4.4% | $92.19 | +39.19% | 13 qtrssince 2023-Q2 | Unchanged 0 |
Tango Therapeutics, Inc. | 13.9M | $434.5M | 3.7% | $12.05 | +112.54% | 3 qtrssince 2025-Q4 | Increased 60 |
Spyre Therapeutics, Inc | 4.3M | $377.5M | 3.2% | $24.69 | +323.61% | 11 qtrssince 2023-Q4 | Increased 58 |
CELCUITY INC | 3.3M | $345.8M | 3.0% | $105.93 | -12.74% | 3 qtrssince 2025-Q4 | Increased 58 |
Erasca, Inc. | 17.9M | $328.8M | 2.8% | $14.43 | +26.64% | 3 qtrssince 2025-Q4 | Increased 59 |
RadNet, Inc. | 4.8M | $298.9M | 2.6% | $57.80 | +31.37% | 11 qtrssince 2023-Q4 | Increased 60 |
ORUKA THERAPEUTICS INC | 3.1M | $298.7M | 2.6% | $47.85 | +135.46% | 8 qtrssince 2024-Q3 | Increased 74 |
NATERA INC | 1M | $271.5M | 2.3% | $42.13 | +645.76% | 28 qtrssince 2019-Q3 | Decreased 0 |
Ultragenyx Pharmaceutical, Inc. | 7.8M | $260.3M | 2.2% | $35.83 | -26.07% | 19 qtrssince 2021-Q4 | Increased 85 |
IRHYTHM TECHNOLOGIES INC | 2.2M | $259.6M | 2.2% | $152.77 | -23.47% | 3 qtrssince 2025-Q4 | Increased 67 |
CYTOKINETICS INC | 2.9M | $243.8M | 2.1% | $31.73 | +139.13% | 24 qtrssince 2020-Q3 | Increased 55 |
| 10.8M | $237.4M | 2.0% | $22.03 | -15.98% | 1 qtr | New 79 | |
ESTABLISHMENT LABS HLDGS INC | 2.7M | $227.9M | 1.9% | $27.95 | +184.36% | 30 qtrssince 2019-Q1 | Unchanged 0 |
Guardant Health, Inc. | 1.5M | $222.2M | 1.9% | $55.55 | +191.02% | 5 qtrssince 2025-Q2 | Unchanged 0 |
NEUROCRINE BIOSCIENCES INC | 1.3M | $213.7M | 1.8% | $132.42 | +16.67% | 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 Rating: 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer