RTW INVESTMENTS, LP
Institutional investor · Portfolio as of Q2 2022
Top Holdings107 positions
ALNYLAM PHARMACEUTICALS INC | 1.7M | $245.5M | 6.3% | $94.58 | +53.76% | 14 qtrssince 2019-Q1 | Unchanged 0 |
Thermo Fisher Scientific Inc | 435,500 | $236.6M | 6.1% | $570.15 | -6.94% | 4 qtrssince 2021-Q3 | Increased 69 |
ROCKET PHARMACEUTICALS INC | 15.8M | $217.4M | 5.6% | $18.70 | -30.32% | 14 qtrssince 2019-Q1 | Unchanged 0 |
PTC THERAPEUTICS INC | 5M | $202.1M | 5.2% | $41.64 | -2.98% | 14 qtrssince 2019-Q1 | Decreased 0 |
MASIMO CORP | 1.4M | $176.5M | 4.6% | $177.58 | -23.35% | 14 qtrssince 2019-Q1 | Increased 66 |
ARGENX SE | 442,635 | $167.7M | 4.3% | $327.56 | +15.67% | 14 qtrssince 2019-Q1 | Increased 71 |
IMMUNOCORE HLDGS PLC ADS | 4M | $149.1M | 3.9% | $37.22 | -3.55% | 6 qtrssince 2021-Q1 | Increased 90 |
ESTABLISHMENT LABS HLDGS INC COM | 2.4M | $128.8M | 3.3% | $22.63 | +149.35% | 14 qtrssince 2019-Q1 | Increased 56 |
MIRATI THERAPEUTICS INC | 1.9M | $126.4M | 3.3% | — | — | 14 qtrssince 2019-Q1 | Increased 66 |
ILLUMINA INC | 564,375 | $104M | 2.7% | $320.70 | -43.45% | 8 qtrssince 2020-Q3 | Increased 57 |
CYTOKINETICS INC COM NEW | 2.6M | $100.6M | 2.6% | $26.89 | +46.10% | 8 qtrssince 2020-Q3 | Unchanged 0 |
PROMETHEUS BIOSCIENCES INC | 3.2M | $90M | 2.3% | — | — | 6 qtrssince 2021-Q1 | Increased 59 |
Vericel Corporation | 3.5M | $88.7M | 2.3% | $17.25 | +46.82% | 14 qtrssince 2019-Q1 | Decreased 0 |
Penumbra Inc. | 698,371 | $87M | 2.2% | $262.94 | -50.46% | 4 qtrssince 2021-Q3 | Increased 54 |
CELLDEX THERAPEUTICS INC NEW COM NEW | 3.1M | $83.2M | 2.1% | $14.23 | +95.53% | 9 qtrssince 2020-Q2 | Unchanged 0 |
ULTRAGENYX PHARMACEUTICAL INC COM | 1.4M | $81.9M | 2.1% | $84.09 | -29.05% | 3 qtrssince 2021-Q4 | Unchanged 0 |
NATERA INC | 2.1M | $75.2M | 1.9% | $43.21 | -17.97% | 12 qtrssince 2019-Q3 | Increased 52 |
AVIDITY BIOSCIENCES INC | 4.8M | $69.7M | 1.8% | $26.39 | -45.81% | 9 qtrssince 2020-Q2 | Unchanged 0 |
AXONICS INC | 1.2M | $66.9M | 1.7% | — | — | 14 qtrssince 2019-Q1 | Decreased 0 |
CUTERA INC | 1.8M | $66.4M | 1.7% | — | — | 5 qtrssince 2021-Q2 | Increased 54 |
RTW INVESTMENTS, LP manages $3.9B across 107 positions as of Q2 2022. Top holdings: ALNY (6.3%), TMO (6.1%), RCKT (5.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 10 new positions, 9 exits, 28 increased. Top move: IMCR (INCREASED, conviction 90). Portfolio: $3.9B across 107 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