RTW INVESTMENTS, LP
Institutional investor · Portfolio as of Q1 2025
Top Holdings68 positions
MADRIGAL PHARMACEUTICALS INC | 2M | $660.4M | 10.1% | $265.94 | +24.55% | 8 qtrssince 2023-Q2 | Unchanged 0 |
ARGENX SE | 673,497 | $398.6M | 6.1% | $356.02 | +66.24% | 25 qtrssince 2019-Q1 | Unchanged 0 |
PTC THERAPEUTICS INC | 7.5M | $381.3M | 5.8% | $43.52 | +24.64% | 25 qtrssince 2019-Q1 | Increased 61 |
NATERA INC | 2.6M | $366.8M | 5.6% | $42.80 | +230.37% | 23 qtrssince 2019-Q3 | Increased 60 |
AXSOME THERAPEUTICS INC. | 2.9M | $340.9M | 5.2% | $62.01 | +91.14% | 25 qtrssince 2019-Q1 | Decreased 0 |
AKERO THERAPEUTICS INC | 7.4M | $300.3M | 4.6% | $26.19 | +63.12% | 6 qtrssince 2023-Q4 | Increased 61 |
PROTAGONIST THERAPEUTICS INC | 5.7M | $276.6M | 4.2% | $24.10 | +100.66% | 23 qtrssince 2019-Q3 | Increased 59 |
AVIDITY BIOSCIENCES INC | 8.7M | $258.2M | 3.9% | $26.19 | +20.64% | 20 qtrssince 2020-Q2 | Increased 62 |
PENUMBRA INC | 862,770 | $230.7M | 3.5% | $249.61 | +7.19% | 15 qtrssince 2021-Q3 | Increased 56 |
INSMED INC | 3M | $230M | 3.5% | $44.47 | +71.56% | 8 qtrssince 2023-Q2 | Unchanged 0 |
ALKERMES PLC | 6.9M | $227.3M | 3.5% | $27.26 | +21.14% | 7 qtrssince 2023-Q3 | Decreased 0 |
STRYKER CORPORATION | 590,221 | $219.7M | 3.4% | $353.97 | +3.56% | 3 qtrssince 2024-Q3 | Unchanged 0 |
VERONA PHARMA PLC | 2.8M | $180.9M | 2.8% | — | — | 2 qtrssince 2024-Q4 | Increased 74 |
MERUS N V | 4.2M | $175.5M | 2.7% | $34.06 | +30.99% | 8 qtrssince 2023-Q2 | Unchanged 0 |
TARSUS PHARMACEUTICALS INC | 3.3M | $170.3M | 2.6% | $33.23 | +55.69% | 18 qtrssince 2020-Q4 | Increased 53 |
IMMUNOCORE HLDGS PLC | 4.9M | $144.5M | 2.2% | $43.70 | -32.10% | 17 qtrssince 2021-Q1 | Unchanged 0 |
ACADIA PHARMACEUTICALS INC | 8.5M | $141.9M | 2.2% | $18.35 | -9.47% | 12 qtrssince 2022-Q2 | Decreased 0 |
ROCKET PHARMACEUTICALS INC | 17.7M | $118M | 1.8% | $18.77 | -64.47% | 25 qtrssince 2019-Q1 | Unchanged 0 |
RADNET INC | 2.3M | $115.2M | 1.8% | $47.16 | +5.42% | 6 qtrssince 2023-Q4 | Increased 55 |
MASIMO CORP | 683,294 | $113.8M | 1.7% | $174.28 | -6.16% | 25 qtrssince 2019-Q1 | Unchanged 0 |
RTW INVESTMENTS, LP manages $6.5B across 68 positions as of Q1 2025. Top holdings: MDGL (10.1%), ARGX (6.1%), PTCT (5.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 11 new positions, 15 exits, 17 increased. Top move: VRNA (INCREASED, conviction 74). Portfolio: $6.5B across 68 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