RTW INVESTMENTS, LP
Institutional investor · Portfolio as of Q1 2026
Top Holdings88 positions
MADRIGAL PHARMACEUTICALS INC | 2M | $1B | 10.4% | $265.94 | +96.84% | 12 qtrssince 2023-Q2 | Unchanged 0 |
INSMED INC | 4.8M | $791.9M | 7.9% | $92.32 | +77.11% | 12 qtrssince 2023-Q2 | Increased 61 |
PROTAGONIST THERAPEUTICS INC | 5.1M | $533.2M | 5.3% | $24.30 | +333.75% | 27 qtrssince 2019-Q3 | Unchanged 0 |
PTC THERAPEUTICS INC | 7.7M | $527.8M | 5.3% | $43.73 | +47.24% | 29 qtrssince 2019-Q1 | Unchanged 0 |
ARGENX SE | 709,446 | $518.1M | 5.2% | $374.99 | +94.74% | 29 qtrssince 2019-Q1 | Increased 64 |
CG ONCOLOGY INC | 7M | $472.7M | 4.7% | $53.16 | +13.91% | 9 qtrssince 2024-Q1 | Increased 93 |
CELCUITY INC | 3M | $346.9M | 3.5% | $106.05 | +1.28% | 2 qtrssince 2025-Q4 | Increased 92 |
TANGO THERAPEUTICS INC | 13.3M | $278.2M | 2.8% | $11.18 | +2.88% | 2 qtrssince 2025-Q4 | Increased 85 |
ERASCA INC | 16.2M | $261.4M | 2.6% | $14.00 | +0.68% | 2 qtrssince 2025-Q4 | Increased 85 |
NATERA INC | 1.3M | $250M | 2.5% | $42.81 | +367.17% | 27 qtrssince 2019-Q3 | Decreased 0 |
RADNET INC | 4.3M | $239.5M | 2.4% | $55.90 | -0.03% | 10 qtrssince 2023-Q4 | Increased 57 |
TARSUS PHARMACEUTICALS INC | 3.3M | $234.7M | 2.3% | $36.18 | +111.61% | 22 qtrssince 2020-Q4 | Increased 53 |
APOGEE THERAPEUTICS INC | 2.8M | $234.2M | 2.3% | — | — | 11 qtrssince 2023-Q3 | Increased 54 |
SPYRE THERAPEUTICS INC | 4.2M | $210.4M | 2.1% | $23.64 | +113.33% | 10 qtrssince 2023-Q4 | Unchanged 0 |
COGENT BIOSCIENCES INC | 5.5M | $210.1M | 2.1% | $25.86 | +48.86% | 3 qtrssince 2025-Q3 | Decreased 0 |
IRHYTHM HOLDINGS INC | 1.7M | $196.9M | 2.0% | $160.11 | -26.29% | 2 qtrssince 2025-Q4 | Increased 64 |
STOKE THERAPEUTICS INC | 5.6M | $183.1M | 1.8% | $23.85 | +41.66% | 28 qtrssince 2019-Q2 | Increased 49 |
CYTOKINETICS INC | 2.7M | $179.4M | 1.8% | $28.96 | +127.58% | 23 qtrssince 2020-Q3 | Unchanged 0 |
ACADIA PHARMACEUTICALS INC | 7.1M | $159M | 1.6% | $18.51 | +20.25% | 16 qtrssince 2022-Q2 | Unchanged 0 |
ESTABLISHMENT LABS HOLDINGS INC | 2.7M | $150.8M | 1.5% | $27.61 | +105.67% | 29 qtrssince 2019-Q1 | Increased 49 |
RTW INVESTMENTS, LP manages $10B across 88 positions as of Q1 2026. Top holdings: MDGL (10.4%), INSM (7.9%), PTGX (5.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 9 new positions, 12 exits, 30 increased. Top move: CGON (INCREASED, conviction 93). Portfolio: $10.0B across 88 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
Verify source filings on SEC EDGAR