RTW INVESTMENTS, LP
Institutional investor · Portfolio as of Q2 2020
Top Holdings77 positions
Rocket Pharmaceuticals Inc | 16.8M | $351.9M | 9.9% | $17.53 | +20.30% | 6 qtrssince 2019-Q1 | Unchanged 0 |
Alnylam Pharmaceuticals Inc | 1.7M | $249.1M | 7.0% | $81.24 | +82.06% | 6 qtrssince 2019-Q1 | Unchanged 0 |
PTC Therapeutics Inc | 4M | $201.1M | 5.7% | $39.08 | +29.57% | 6 qtrssince 2019-Q1 | Increased 60 |
Dicerna Pharmaceuticals Inc | 7.2M | $181.7M | 5.1% | — | — | 6 qtrssince 2019-Q1 | Increased 61 |
Adverum Biotechnologies Inc | 6.8M | $141.8M | 4.0% | $59.63 | +246.99% | 6 qtrssince 2019-Q1 | Increased 57 |
IMMUNOVANT INC | 5.7M | $139.2M | 3.9% | $17.99 | +41.49% | 3 qtrssince 2019-Q4 | Increased 70 |
AXSOME THERAPEUTICS INC | 1.7M | $136.4M | 3.8% | $49.09 | +55.54% | 6 qtrssince 2019-Q1 | Increased 79 |
Mirati Therapeutics Inc | 1.1M | $124.2M | 3.5% | — | — | 6 qtrssince 2019-Q1 | Increased 61 |
AVIDITY BIOSCIENCES INC | 4M | $103.9M | 2.9% | $27.04 | 0.00% | 1 qtr | New 78 |
MYOKARDIA INC | 936,931 | $90.5M | 2.5% | — | — | 6 qtrssince 2019-Q1 | Increased 61 |
Masimo Corp | 388,776 | $88.6M | 2.5% | $140.40 | +56.51% | 6 qtrssince 2019-Q1 | Increased 52 |
STOKE THERAPEUTICS INC | 3.5M | $84.5M | 2.4% | $29.08 | -20.20% | 5 qtrssince 2019-Q2 | Unchanged 0 |
Baxter International Inc | 969,370 | $83.5M | 2.3% | $75.24 | 0.00% | 1 qtr | New 77 |
Cerner Corp | 1.2M | $81.1M | 2.3% | — | — | 1 qtr | New 77 |
NATERA INC | 1.5M | $76.2M | 2.1% | $34.14 | +46.04% | 4 qtrssince 2019-Q3 | Increased 61 |
TRANSLATE BIO INC | 3.7M | $66.6M | 1.9% | — | — | 6 qtrssince 2019-Q1 | Increased 47 |
Relmada Therapeutics Inc | 1.5M | $66.3M | 1.9% | $38.87 | +10.81% | 3 qtrssince 2019-Q4 | Increased 65 |
AXONICS INC | 1.9M | $66.1M | 1.9% | — | — | 6 qtrssince 2019-Q1 | Increased 51 |
| 4.4M | $66.1M | 1.9% | — | — | 6 qtrssince 2019-Q1 | Decreased 0 | |
BELLUS Health Inc | 6M | $61.6M | 1.7% | — | — | 4 qtrssince 2019-Q3 | Increased 51 |
RTW INVESTMENTS, LP manages $3.6B across 77 positions as of Q2 2020. Top holdings: RCKT (9.9%), ALNY (7.0%), PTCT (5.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 17 new positions, 5 exits, 31 increased. Top move: AXSM (INCREASED, conviction 79). Portfolio: $3.6B across 77 positions.
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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
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