RTW INVESTMENTS, LP
Institutional investor · Portfolio as of Q1 2023
Top Holdings60 positions
PROMETHEUS BIOSCIENCES INC | 3.3M | $351.2M | 7.3% | — | — | 9 qtrssince 2021-Q1 | Decreased 0 |
PTC THERAPEUTICS INC | 7.1M | $343.6M | 7.2% | $43.85 | +11.42% | 17 qtrssince 2019-Q1 | Increased 74 |
ALNYLAM PHARMACEUTICALS INC | 1.7M | $337.2M | 7.0% | $94.58 | +106.30% | 17 qtrssince 2019-Q1 | Unchanged 0 |
ROCKET PHARMACEUTICALS INC | 17.7M | $303M | 6.3% | $18.77 | -8.75% | 17 qtrssince 2019-Q1 | Unchanged 0 |
IMMUNOCORE HLDGS PLC | 5.6M | $279.3M | 5.8% | $42.51 | +16.30% | 9 qtrssince 2021-Q1 | Increased 61 |
MASIMO CORP | 1.5M | $277.1M | 5.8% | $174.28 | +2.44% | 17 qtrssince 2019-Q1 | Unchanged 0 |
AXSOME THERAPEUTICS INC. | 3.8M | $233.2M | 4.9% | $59.40 | +1.94% | 17 qtrssince 2019-Q1 | Increased 70 |
PENUMBRA INC | 673,371 | $187.7M | 3.9% | $262.94 | +5.38% | 7 qtrssince 2021-Q3 | Decreased 0 |
ARGENX SE | 482,195 | $179.7M | 3.7% | $330.45 | +12.75% | 17 qtrssince 2019-Q1 | Unchanged 0 |
ULTRAGENYX PHARMACEUTICAL IN | 4.3M | $171.3M | 3.6% | $56.89 | -29.51% | 6 qtrssince 2021-Q4 | Increased 60 |
THERMO FISHER SCIENTIFIC INC | 290,334 | $167.3M | 3.5% | $570.15 | -2.07% | 7 qtrssince 2021-Q3 | Decreased 0 |
ESTABLISHMENT LABS HOLDINGS INC | 2.4M | $161.8M | 3.4% | $23.07 | +193.58% | 17 qtrssince 2019-Q1 | Increased 56 |
ACADIA PHARMACEUTICALS INC | 8.2M | $155.1M | 3.2% | $16.71 | +12.60% | 4 qtrssince 2022-Q2 | Increased 90 |
NATERA INC | 2.6M | $145M | 3.0% | $42.77 | +29.80% | 15 qtrssince 2019-Q3 | Increased 55 |
MIRATI THERAPEUTICS INC | 3.6M | $135.5M | 2.8% | — | — | 17 qtrssince 2019-Q1 | Unchanged 0 |
CELLDEX THERAPEUTICS INC NEW | 3.1M | $111M | 2.3% | $14.61 | +146.24% | 12 qtrssince 2020-Q2 | Unchanged 0 |
PROTAGONIST THERAPEUTICS INC | 4.6M | $105.8M | 2.2% | $21.40 | +7.48% | 15 qtrssince 2019-Q3 | Increased 64 |
ORCHESTRA BIOMED HLDGS INC | 5.1M | $100.2M | 2.1% | $15.48 | 0.00% | 1 qtr | New 77 |
AVIDITY BIOSCIENCES INC | 6.4M | $98M | 2.0% | $24.36 | -31.03% | 12 qtrssince 2020-Q2 | Increased 58 |
VERICEL CORP | 3.3M | $96.5M | 2.0% | $17.86 | +64.21% | 17 qtrssince 2019-Q1 | Increased 55 |
RTW INVESTMENTS, LP manages $4.8B across 60 positions as of Q1 2023. Top holdings: RXDX (7.3%), PTCT (7.2%), ALNY (7.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 8 new positions, 25 exits, 19 increased. Top move: ACAD (INCREASED, conviction 90). Portfolio: $4.8B across 60 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