RTW INVESTMENTS, LP
Institutional investor · Portfolio as of Q4 2024
Top Holdings72 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MADRIGAL PHARMACEUTICALS INC | 2M | $615.2M | 9.3% | $265.36 | +17.43% | 7 qtrssince 2023-Q2 | Unchanged 0 |
ARGENX SE - ADR | 673,497 | $414.2M | 6.3% | $355.08 | +74.60% | 24 qtrssince 2019-Q1 | Increased 62 |
NATERA INC | 2.6M | $410.5M | 6.2% | $42.12 | +276.47% | 22 qtrssince 2019-Q3 | Unchanged 0 |
AXSOME THERAPEUTICS INC | 4.1M | $342.8M | 5.2% | $62.01 | +36.71% | 24 qtrssince 2019-Q1 | Decreased 0 |
PTC THERAPEUTICS INC | 7.4M | $333.7M | 5.0% | $43.39 | +5.49% | 24 qtrssince 2019-Q1 | Unchanged 0 |
| 7.9M | $230.7M | 3.5% | $25.64 | +13.81% | 19 qtrssince 2020-Q2 | Decreased 0 | |
ROCKET PHARMACEUTICALS INC | 17.7M | $222.3M | 3.4% | $18.79 | -35.99% | 24 qtrssince 2019-Q1 | Unchanged 0 |
ALKERMES PLC | 7.6M | $217.4M | 3.3% | $27.26 | +5.52% | 6 qtrssince 2023-Q3 | Increased 64 |
STRYKER CORP | 590,221 | $212.5M | 3.2% | $356.25 | +0.52% | 2 qtrssince 2024-Q3 | Increased 77 |
PROTAGONIST THERAPEUTICS INC | 5.5M | $212.2M | 3.2% | $23.16 | +66.28% | 22 qtrssince 2019-Q3 | Increased 57 |
INSMED INC | 3M | $208.1M | 3.1% | $44.25 | +55.62% | 7 qtrssince 2023-Q2 | Decreased 0 |
PENUMBRA INC | 862,450 | $204.8M | 3.1% | $249.60 | -4.58% | 14 qtrssince 2021-Q3 | Increased 61 |
AKERO THERAPEUTICS INC | 6.9M | $190.8M | 2.9% | $24.84 | +12.55% | 5 qtrssince 2023-Q4 | Increased 60 |
TARSUS PHARMACEUTICALS INC | 3.2M | $179.2M | 2.7% | $32.78 | +66.88% | 17 qtrssince 2020-Q4 | Decreased 0 |
MERUS N V | 4.2M | $175.3M | 2.7% | $34.06 | +23.00% | 7 qtrssince 2023-Q2 | Unchanged 0 |
ACADIA Pharmaceuticals Inc. | 8.7M | $159.7M | 2.4% | $18.35 | -9.04% | 11 qtrssince 2022-Q2 | Decreased 0 |
BRUKER CORP | 2.5M | $145.4M | 2.2% | $72.33 | -20.27% | 8 qtrssince 2023-Q1 | Decreased 0 |
IMMUNOCORE HLDGS PLC | 4.9M | $143.7M | 2.2% | $43.05 | -32.57% | 16 qtrssince 2021-Q1 | Unchanged 0 |
RadNet, Inc. | 2M | $138.2M | 2.1% | $46.83 | +51.67% | 5 qtrssince 2023-Q4 | Increased 57 |
CYTOKINETICS INC | 2.7M | $128M | 1.9% | $28.96 | +62.43% | 18 qtrssince 2020-Q3 | Unchanged 0 |
RTW INVESTMENTS, LP manages $6.6B across 72 positions as of Q4 2024. Top holdings: MDGL (9.3%), ARGX (6.3%), NTRA (6.2%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 3/5.0.
Active quarter - 9 new positions, 5 exits, 21 increased. Top move: SYK (INCREASED, conviction 77). Portfolio: $6.6B across 72 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