Portfolio (Quarterly)
Guide ↗
RTW INVESTMENTS, LP
· CIK 0001493215| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ARGX | ARGENX SE | Healthcare | 709,446.0 | $518.1M | 5.16% | +36K | +5.3% | $730.25 | +22.2% |
| 2 | CGON | CG ONCOLOGY INC | Healthcare | 6,984,808.0 | $472.7M | 4.70% | +5.0M | +247.1% | $67.68 | -10.7% |
| 3 | CELC | CELCUITY INC | Healthcare | 3,039,621.0 | $346.9M | 3.45% | +2.5M | +452.5% | $114.14 | -22.9% |
| 4 | TNGX | TANGO THERAPEUTICS INC | Healthcare | 13,300,620.0 | $278.2M | 2.77% | +11.8M | +791.9% | $20.92 | +54.3% |
| 5 | ERAS | ERASCA INC | Healthcare | 16,157,175.0 | $261.4M | 2.60% | +16.0M | +10000.0% | $16.18 | -13.6% |
| 6 | RDNT | RADNET INC | Healthcare | 4,285,000.0 | $239.5M | 2.38% | +346K | +8.8% | $55.89 | -5.5% |
| 7 | — | APOGEE THERAPEUTICS INC | — | 2,782,097.0 | $234.2M | 2.33% | +70K | +2.6% | $84.17 | — |
| 8 | IRTC | IRHYTHM HOLDINGS INC | Healthcare | 1,668,500.0 | $196.9M | 1.96% | +487K | +41.2% | $118.02 | -13.8% |
| 9 | STOK | STOKE THERAPEUTICS INC | Healthcare | 5,623,525.0 | $183.1M | 1.82% | +77K | +1.4% | $32.56 | -7.1% |
| 10 | ESTA | ESTABLISHMENT LABS HLDGS INC | Healthcare | 2,655,695.0 | $150.8M | 1.50% | +67K | +2.6% | $56.78 | +45.1% |
| 11 | RGEN | REPLIGEN CORP | Healthcare | 1,206,000.0 | $142.1M | 1.41% | +142K | +13.3% | $117.82 | +13.4% |
| 12 | IMTX | IMMATICS N.V | Healthcare | 12,869,340.0 | $126.6M | 1.26% | +1.4M | +12.6% | $9.84 | -3.3% |
| 13 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 220,000.0 | $101.4M | 1.01% | +119K | +117.3% | $460.99 | -12.8% |
| 14 | CNTA | CENTESSA PHARMACEUTICALS PLC | Healthcare | 2,054,175.0 | $81.6M | 0.81% | +263K | +14.7% | $39.72 | +0.4% |
| 15 | RARE | ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 3,648,795.0 | $76.4M | 0.76% | +649K | +21.6% | $20.95 | +28.4% |
| 16 | HNGE | HINGE HEALTH INC | Healthcare | 1,930,000.0 | $74.4M | 0.74% | +1.6M | +446.0% | $38.56 | +73.9% |
| 17 | CSTL | CASTLE BIOSCIENCES INC | Healthcare | 2,758,335.0 | $67.7M | 0.67% | +643K | +30.4% | $24.55 | -17.5% |
| 18 | CMPS | COMPASS PATHWAYS PLC | Healthcare | 10,632,390.0 | $58.8M | 0.58% | +1.9M | +21.4% | $5.53 | +115.9% |
| 19 | REPL | REPLIMUNE GROUP INC | Healthcare | 7,356,916.0 | $56.3M | 0.56% | +217K | +3.0% | $7.65 | +30.7% |
| 20 | CRNX | CRINETICS PHARMACEUTICALS IN | Healthcare | 1,451,326.0 | $52.7M | 0.53% | +100K | +7.4% | $36.32 | -1.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Healthcare
99.6%
Technology
0.4%