Q1 2025 · 13F-HR
RTW INVESTMENTS, LPholdings as filed
Filed 2025-05-15 · accession 0001493215-25-000003
$6.54B
Reported value
68
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 558868105 | MDGL | MADRIGAL PHARMACEUTICALS INC | $660.4M | 10.1% | 1,993,687 | Common | SOLE |
| 04016X101 | ARGX | ARGENX SE | $398.6M | 6.10% | 673,497 | Common | SOLE |
| 69366J200 | PTCT | PTC THERAPEUTICS INC | $381.3M | 5.83% | 7,483,127 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $366.8M | 5.61% | 2,593,546 | Common | SOLE |
| 05464T104 | AXSM | AXSOME THERAPEUTICS INC | $340.9M | 5.21% | 2,922,729 | Common | SOLE |
| 00973Y108 | AKRO | AKERO THERAPEUTICS INC | $300.3M | 4.59% | 7,419,340 | Common | SOLE |
| 74366E102 | PTGX | PROTAGONIST THERAPEUTICS INC | $276.6M | 4.23% | 5,719,415 | Common | SOLE |
| 05370A108 | RNAGBP | AVIDITY BIOSCIENCES INC | $258.2M | 3.95% | 8,746,926 | Common | SOLE |
| 70975L107 | PEN | PENUMBRA INC | $230.7M | 3.53% | 862,770 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $230.0M | 3.52% | 3,014,558 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $227.3M | 3.48% | 6,884,698 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $219.7M | 3.36% | 590,221 | Common | SOLE |
| 925050106 | VRNA | VERONA PHARMA PLC | $180.9M | 2.77% | 2,848,800 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $175.5M | 2.68% | 4,169,393 | Common | SOLE |
| 87650L103 | TARS | TARSUS PHARMACEUTICALS INC | $170.3M | 2.61% | 3,316,032 | Common | SOLE |
| 45258D105 | IMCR | IMMUNOCORE HLDGS PLC | $144.5M | 2.21% | 4,869,798 | Common | SOLE |
| 004225108 | ACAD | ACADIA PHARMACEUTICALS INC | $141.9M | 2.17% | 8,540,117 | Common | SOLE |
| 77313F106 | RCKT | ROCKET PHARMACEUTICALS INC | $118.0M | 1.80% | 17,687,772 | Common | SOLE |
| 750491102 | RDNT | RADNET INC | $115.2M | 1.76% | 2,317,582 | Common | SOLE |
| 574795100 | MASI | MASIMO CORP | $113.8M | 1.74% | 683,294 | Common | SOLE |
| 98887Q104 | ZLAB | ZAI LAB LTD | $113.4M | 1.73% | 3,136,680 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $109.4M | 1.67% | 2,721,158 | Common | SOLE |
| G31249108 | ESTA | ESTABLISHMENT LABS HLDGS INC | $105.4M | 1.61% | 2,583,887 | Common | SOLE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $101.3M | 1.55% | 2,712,097 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $100.3M | 1.53% | 202,456 | Common | SOLE |
| 379577208 | GMED | GLOBUS MED INC | $82.3M | 1.26% | 1,125,000 | Common | SOLE |
| 90400D108 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $61.8M | 0.95% | 1,707,402 | Common | SOLE |
| G3855L106 | GHRS | GH RESEARCH PLC | $60.7M | 0.93% | 5,499,769 | Common | SOLE |
| 00773J202 | SYRE | SPYRE THERAPEUTICS INC | $58.4M | 0.89% | 3,621,996 | Common | SOLE |
| N90064101 | QURE | UNIQURE NV | $45.2M | 0.69% | 4,265,428 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $42.4M | 0.65% | 3,834,794 | Common | SOLE |
| 36266G107 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $42.0M | 0.64% | 520,000 | Common | SOLE |
| 156944100 | CGON | CG ONCOLOGY INC | $41.7M | 0.64% | 1,701,216 | Common | SOLE |
| 08659B102 | BBNX | BETA BIONICS INC | $40.4M | 0.62% | 3,299,870 | Common | SOLE |
| 68572M106 | OBIO | ORCHESTRA BIOMED HLDGS INC | $35.1M | 0.54% | 8,206,162 | Common | SOLE |
| 86150R107 | STOK | STOKE THERAPEUTICS INC | $34.1M | 0.52% | 5,123,525 | Common | SOLE |
| N44445109 | IMTX | IMMATICS N.V | $31.2M | 0.48% | 6,909,510 | Common | SOLE |
| 877619106 | TSHA | TAYSHA GENE THERAPIES INC | $26.1M | 0.40% | 18,787,866 | Common | SOLE |
| 92337C203 | VSTM | VERASTEM INC | $25.6M | 0.39% | 4,245,476 | Common | SOLE |
| 98401F105 | XNCR | XENCOR INC | $25.6M | 0.39% | 2,402,883 | Common | SOLE |
| 04335A105 | ARVN | ARVINAS INC | $23.4M | 0.36% | 3,334,308 | Common | SOLE |
| 52635N103 | LENZ | LENZ THERAPEUTICS INC | $22.2M | 0.34% | 863,389 | Common | SOLE |
| 76029N106 | REPL | REPLIMUNE GROUP INC | $20.1M | 0.31% | 2,065,010 | Common | SOLE |
| 687604108 | ORKA | ORUKA THERAPEUTICS INC | $20.0M | 0.31% | 1,945,649 | Common | SOLE |
| 88023B103 | TEM | TEMPUS AI INC | $19.3M | 0.30% | 400,000 | Common | SOLE |
| 377322102 | GKOS | GLAUKOS CORP | $18.7M | 0.29% | 190,000 | Common | SOLE |
| 26818M108 | DYN | DYNE THERAPEUTICS INC | $17.7M | 0.27% | 1,690,567 | Common | SOLE |
| 14179K101 | CRGX | CARGO THERAPEUTICS INC | $16.8M | 0.26% | 4,124,859 | Common | SOLE |
| 74834L100 | DGX | QUEST DIAGNOSTICS INC | $16.8M | 0.26% | 98,997 | Common | SOLE |
| 20451W101 | CMPS | COMPASS PATHWAYS PLC | $15.8M | 0.24% | 5,538,168 | Common | SOLE |
| 64135M105 | NGNE | NEUROGENE INC | $15.8M | 0.24% | 1,348,656 | Common | SOLE |
| 75382E109 | — | RAPT THERAPEUTICS INC | $14.4M | 0.22% | 11,764,000 | Common | SOLE |
| 282559103 | ETNBGBP | 89BIO INC | $14.3M | 0.22% | 1,967,527 | Common | SOLE |
| 230031106 | CGEM | CULLINAN THERAPEUTICS INC | $12.9M | 0.20% | 1,705,960 | Common | SOLE |
| 07373V105 | BEAM | BEAM THERAPEUTICS INC | $8.6M | 0.13% | 438,659 | Common | SOLE |
| 221015100 | CRVS | CORVUS PHARMACEUTICALS INC | $8.5M | 0.13% | 2,679,479 | Common | SOLE |
| G70077105 | PCSC | PERCEPTIVE CAP SOLUTIONS COR | $7.6M | 0.12% | 742,500 | Common | SOLE |
| Y95308105 | WVE | WAVE LIFE SCIENCES LTD | $7.3M | 0.11% | 900,000 | Common | SOLE |
| 30068X103 | XGN | EXAGEN INC | $5.4M | 0.08% | 1,511,866 | Common | SOLE |
| G52441105 | KMTS | KESTRA MED TECHNOLOGIES LTD | $5.0M | 0.08% | 200,000 | Common | SOLE |
| 02008G201 | ALUR | ALLURION TECHNOLOGIES INC | $3.4M | 0.05% | 1,050,063 | Common | SOLE |
| 09077V100 | BIOA | BIOAGE LABS INC | $3.0M | 0.05% | 786,353 | Common | SOLE |
| 15678C102 | CBLL | CERIBELL INC | $2.9M | 0.04% | 150,000 | Common | SOLE |
| 88032L605 | TENX | TENAX THERAPEUTICS INC | $2.5M | 0.04% | 378,346 | Common | SOLE |
| 59935V107 | MIST | MILESTONE PHARMACEUTICALS IN | $2.0M | 0.03% | 2,506,102 | Common | SOLE |
| 152309100 | CNTA | CENTESSA PHARMACEUTICALS PLC | $719,000 | 0.01% | 50,000 | Common | SOLE |
| 00534B100 | ADGM | ADAGIO MED HLDGS INC | $168,515 | 0.00% | 209,361 | Common | SOLE |
| 77313F114 | RCKTW | ROCKET PHARMACEUTICALS INC | $16,450 | 0.00% | 350,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.