RTW INVESTMENTS, LP
Institutional investor · Portfolio as of Q1 2019
Top Holdings50 positions
ROCKET PHARMACEUTICALS INC | 16M | $280.3M | 19.1% | $17.54 | 0.00% | 1 qtr | First report 0 |
PTC THERAPEUTICS INC | 2.5M | $94.6M | 6.5% | $37.64 | 0.00% | 1 qtr | First report 0 |
DICERNA PHARMACEUTICALS INC | 6.2M | $91.2M | 6.2% | — | — | 1 qtr | First report 0 |
ALNYLAM PHARMACEUTICALS INC | 835,873 | $78.1M | 5.3% | $93.45 | 0.00% | 1 qtr | First report 0 |
BRISTOL-MYERS SQUIBB CO | 1.5M | $72.8M | 5.0% | $36.69 | 0.00% | 1 qtr | First report 0 |
PROQR THRAPEUTICS N V | 3.7M | $51.6M | 3.5% | $13.87 | 0.00% | 1 qtr | First report 0 |
MASIMO CORP | 363,569 | $50.3M | 3.4% | $138.28 | 0.00% | 1 qtr | First report 0 |
| 1.7M | $48.2M | 3.3% | — | — | 1 qtr | First report 0 | |
VERICEL CORP | 2.5M | $43.6M | 3.0% | $17.51 | 0.00% | 1 qtr | First report 0 |
LIVANOVA PLC | 435,136 | $42.3M | 2.9% | $97.25 | -20.23%as of Oct 16 | 1 qtr | First report 0 |
ACHILLION PHARMACEUTICALS | 13.7M | $40.7M | 2.8% | — | — | 1 qtr | First report 0 |
SAREPTA THERAPEUTICS INC | 338,199 | $40.3M | 2.8% | $119.19 | 0.00% | 1 qtr | First report 0 |
MYOKARDIA INC | 706,570 | $36.7M | 2.5% | — | — | 1 qtr | First report 0 |
AXONICS INC | 1.5M | $36.5M | 2.5% | — | — | 1 qtr | First report 0 |
ADVERUM BIOTECHNOLOGIES INC | 6.3M | $32.8M | 2.2% | $52.40 | 0.00% | 1 qtr | First report 0 |
ESTABLISHMENT LABS HOLDINGS INC | 1.3M | $31.9M | 2.2% | $24.04 | 0.00% | 1 qtr | First report 0 |
AGENUS INC | 9.9M | $29.4M | 2.0% | $58.29 | 0.00% | 1 qtr | First report 0 |
ARROWHEAD PHARMACEUTICALS IN | 1.5M | $28M | 1.9% | $18.35 | 0.00% | 1 qtr | First report 0 |
REGENXBIO INC | 451,182 | $25.9M | 1.8% | $57.31 | 0.00% | 1 qtr | First report 0 |
STANDARD BIOTOOLS INC | 1.9M | $25.7M | 1.8% | $13.29 | 0.00% | 1 qtr | First report 0 |
RTW INVESTMENTS, LP manages $1.5B across 50 positions as of Q1 2019. Top holdings: RCKT (19.1%), PTCT (6.5%), DRNA (6.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
First quarter we have for this fund: 50 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $1.5B across 50 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 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