RTW INVESTMENTS, LP
Institutional investor · Portfolio as of Q3 2020
Top Holdings90 positions
Rocket Pharmaceuticals Inc | 16.8M | $384.3M | 9.3% | $17.53 | +31.71% | 7 qtrssince 2019-Q1 | Unchanged 0 |
IMMUNOVANT INC | 7.5M | $264.3M | 6.4% | $22.40 | +62.76% | 4 qtrssince 2019-Q4 | Increased 76 |
Alnylam Pharmaceuticals Inc | 1.7M | $244.8M | 5.9% | $81.24 | +78.49% | 7 qtrssince 2019-Q1 | Unchanged 0 |
PTC Therapeutics Inc | 4M | $186.7M | 4.5% | $39.14 | +20.76% | 7 qtrssince 2019-Q1 | Increased 56 |
Mirati Therapeutics Inc | 1.1M | $182M | 4.4% | — | — | 7 qtrssince 2019-Q1 | Increased 56 |
Dicerna Pharmaceuticals Inc | 7.2M | $130M | 3.1% | — | — | 7 qtrssince 2019-Q1 | Increased 56 |
MYOKARDIA INC | 936,931 | $127.7M | 3.1% | — | — | 7 qtrssince 2019-Q1 | Unchanged 0 |
NATERA INC | 1.7M | $123.6M | 3.0% | $38.19 | +89.17% | 5 qtrssince 2019-Q3 | Increased 58 |
AXSOME THERAPEUTICS INC | 1.7M | $119.1M | 2.9% | $49.27 | +46.71% | 7 qtrssince 2019-Q1 | Increased 52 |
STOKE THERAPEUTICS INC | 3.5M | $118.7M | 2.9% | $29.08 | +18.04% | 6 qtrssince 2019-Q2 | Unchanged 0 |
AVIDITY BIOSCIENCES INC | 4M | $109.9M | 2.6% | $27.04 | +6.84% | 2 qtrssince 2020-Q2 | Unchanged 0 |
Masimo Corp | 450,390 | $106.3M | 2.6% | $152.97 | +51.87% | 7 qtrssince 2019-Q1 | Increased 59 |
Cerner Corp | 1.4M | $100.6M | 2.4% | — | — | 2 qtrssince 2020-Q2 | Increased 60 |
AXONICS INC | 1.9M | $96.2M | 2.3% | — | — | 7 qtrssince 2019-Q1 | Increased 51 |
Baxter International Inc | 1.1M | $86.6M | 2.1% | $74.80 | -67.45% | 2 qtrssince 2020-Q2 | Increased 57 |
10X Genomics Inc | 660,933 | $82.4M | 2.0% | $79.79 | +56.62% | 5 qtrssince 2019-Q3 | Increased 49 |
Adverum Biotechnologies Inc | 7.2M | $74.5M | 1.8% | — | — | — | Increased 50 |
Vericel Corp | 3.9M | $71.4M | 1.7% | $14.78 | +23.09% | 7 qtrssince 2019-Q1 | Increased 46 |
Tandem Diabetes Care Inc | 603,481 | $68.5M | 1.6% | $73.45 | +53.32% | 3 qtrssince 2020-Q1 | Increased 47 |
PROTAGONIST THERAPEUTICS INC | 3.4M | $66.6M | 1.6% | $10.50 | +86.12% | 5 qtrssince 2019-Q3 | Increased 47 |
RTW INVESTMENTS, LP manages $4.2B across 90 positions as of Q3 2020. Top holdings: RCKT (9.3%), IMVT (6.4%), ALNY (5.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 22 new positions, 9 exits, 37 increased. Top move: IMVT (INCREASED, conviction 76). Portfolio: $4.2B across 90 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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