Portfolio (Quarterly)
Guide ↗
RTW INVESTMENTS, LP
· CIK 0001493215| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | GH | GUARDANT HEALTH INC | Healthcare | 1,481,033.0 | $151.3M | 1.51% | NEW | — | $102.14 | +26.4% |
| 22 | NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | 1,062,072.0 | $150.6M | 1.51% | NEW | — | $141.83 | +12.1% |
| 23 | SYRE | SPYRE THERAPEUTICS INC | Healthcare | 4,171,996.0 | $136.7M | 1.37% | NEW | — | $32.76 | +167.1% |
| 24 | ZLAB | ZAI LAB LTD | Healthcare | 6,959,032.0 | $122.8M | 1.23% | NEW | — | $17.64 | +0.5% |
| 25 | IMTX | IMMATICS N.V | Healthcare | 11,433,354.0 | $120.1M | 1.20% | NEW | — | $10.50 | -9.3% |
| 26 | BLTE | BELITE BIO INC | Healthcare | 715,332.0 | $114.4M | 1.15% | NEW | — | $159.96 | -7.3% |
| 27 | URGN | UROGEN PHARMA LTD | Healthcare | 4,543,895.0 | $106.4M | 1.07% | NEW | — | $23.42 | +40.1% |
| 28 | XNCR | XENCOR INC | Healthcare | 6,777,461.0 | $103.8M | 1.04% | NEW | — | $15.31 | -20.3% |
| 29 | PODD | INSULET CORP | Healthcare | 324,600.0 | $92.3M | 0.92% | NEW | — | $284.24 | -49.5% |
| 30 | TSHA | TAYSHA GENE THERAPIES INC | Healthcare | 16,398,297.0 | $90.2M | 0.90% | NEW | — | $5.50 | +12.5% |
| 31 | MASI | MASIMO CORP | Healthcare | 683,294.0 | $88.9M | 0.89% | NEW | — | $130.06 | +38.4% |
| 32 | QURE | UNIQURE NV | Healthcare | 3,711,462.0 | $88.8M | 0.89% | NEW | — | $23.93 | +101.3% |
| 33 | SYK | STRYKER CORPORATION | Healthcare | 245,000.0 | $86.1M | 0.86% | NEW | — | $351.47 | -14.3% |
| 34 | CGON | CG ONCOLOGY INC | Healthcare | 2,012,127.0 | $83.5M | 0.84% | NEW | — | $41.52 | +45.5% |
| 35 | CSTL | CASTLE BIOSCIENCES INC | Healthcare | 2,115,237.0 | $82.3M | 0.82% | NEW | — | $38.90 | -47.9% |
| 36 | IMVT | IMMUNOVANT INC | Healthcare | 3,177,850.0 | $80.8M | 0.81% | NEW | — | $25.42 | +36.5% |
| 37 | BBNX | BETA BIONICS INC | Healthcare | 2,500,000.0 | $76.2M | 0.76% | NEW | — | $30.47 | -56.7% |
| 38 | GHRS | GH RESEARCH PLC | Healthcare | 5,933,815.0 | $75.4M | 0.76% | NEW | — | $12.70 | +70.9% |
| 39 | REPL | REPLIMUNE GROUP INC | Healthcare | 7,140,352.0 | $69.4M | 0.69% | NEW | — | $9.72 | +2.9% |
| 40 | RARE | ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 3,000,139.0 | $69.0M | 0.69% | NEW | — | $23.00 | +17.0% |
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
100.0%