Q1 2026 · 13F-HR
RTW INVESTMENTS, LPholdings as filed
Filed 2026-05-15 · accession 0001493215-26-000130
$10.05B
Reported value
88
Positions
2026-03-31
Period end
The Brief · RTW INVESTMENTS, LP · Q1 2026
AI · grounded in 13F
RTW INVESTMENTS, LP exited its position in PEN, reducing its exposure by $269.4M. The fund also closed positions in AXSM for $162.2M and INSULET CORP for $92.3M. On the buy side, the fund increased its holdings in ERAS by 10,917.4% and TNGX by 791.9%. Total assets under management stood at $10.05B across 88 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 558868105 | MDGL | MADRIGAL PHARMACEUTICALS INC | $1.04B | 10.4% | 1,993,687 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $791.9M | 7.88% | 4,842,880 | Common | SOLE |
| 74366E102 | PTGX | PROTAGONIST THERAPEUTICS INC | $533.2M | 5.31% | 5,059,053 | Common | SOLE |
| 69366J200 | PTCT | PTC THERAPEUTICS INC | $527.8M | 5.25% | 7,746,415 | Common | SOLE |
| 04016X101 | ARGX | ARGENX SE | $518.1M | 5.16% | 709,446 | Common | SOLE |
| 156944100 | CGON | CG ONCOLOGY INC | $472.7M | 4.70% | 6,984,808 | Common | SOLE |
| 15102K100 | CELC | CELCUITY INC | $346.9M | 3.45% | 3,039,621 | Common | SOLE |
| 87583X109 | TNGX | TANGO THERAPEUTICS INC | $278.2M | 2.77% | 13,300,620 | Common | SOLE |
| 29479A108 | ERAS | ERASCA INC | $261.4M | 2.60% | 16,157,175 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $250.0M | 2.49% | 1,250,000 | Common | SOLE |
| 750491102 | RDNT | RADNET INC | $239.5M | 2.38% | 4,285,000 | Common | SOLE |
| 87650L103 | TARS | TARSUS PHARMACEUTICALS INC | $234.7M | 2.34% | 3,346,025 | Common | SOLE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $234.2M | 2.33% | 2,782,097 | Common | SOLE |
| 00773J202 | SYRE | SPYRE THERAPEUTICS INC | $210.4M | 2.09% | 4,171,996 | Common | SOLE |
| 19240Q201 | COGT | COGENT BIOSCIENCES INC | $210.1M | 2.09% | 5,458,675 | Common | SOLE |
| 450056106 | IRTC | IRHYTHM HOLDINGS INC | $196.9M | 1.96% | 1,668,500 | Common | SOLE |
| 86150R107 | STOK | STOKE THERAPEUTICS INC | $183.1M | 1.82% | 5,623,525 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $179.4M | 1.78% | 2,721,158 | Common | SOLE |
| 004225108 | ACAD | ACADIA PHARMACEUTICALS INC | $159.0M | 1.58% | 7,144,524 | Common | SOLE |
| G31249108 | ESTA | ESTABLISHMENT LABS HLDGS INC | $150.8M | 1.50% | 2,655,695 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $148.2M | 1.48% | 3,685,045 | Common | SOLE |
| 45258D105 | IMCR | IMMUNOCORE HLDGS PLC | $146.8M | 1.46% | 4,869,798 | Common | SOLE |
| 759916109 | RGEN | REPLIGEN CORP | $142.1M | 1.41% | 1,206,000 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $139.9M | 1.39% | 1,062,072 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $136.8M | 1.36% | 1,481,033 | Common | SOLE |
| N44445109 | IMTX | IMMATICS N.V | $126.6M | 1.26% | 12,869,340 | Common | SOLE |
| 98887Q104 | ZLAB | ZAI LAB LTD | $123.7M | 1.23% | 6,574,032 | Common | SOLE |
| 07782B104 | BLTE | BELITE BIO INC | $114.1M | 1.13% | 715,332 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $101.4M | 1.01% | 220,000 | Common | SOLE |
| 687604108 | ORKA | ORUKA THERAPEUTICS INC | $101.0M | 1.00% | 2,058,148 | Common | SOLE |
| G3855L106 | GHRS | GH RESEARCH PLC | $83.4M | 0.83% | 5,933,815 | Common | SOLE |
| 98401F105 | XNCR | XENCOR INC | $81.7M | 0.81% | 6,777,461 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $81.7M | 0.81% | 4,543,895 | Common | SOLE |
| 152309100 | CNTA | CENTESSA PHARMACEUTICALS PLC | $81.6M | 0.81% | 2,054,175 | Common | SOLE |
| 45258J102 | IMVT | IMMUNOVANT INC | $78.9M | 0.79% | 3,177,849 | Common | SOLE |
| 90400D108 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $76.4M | 0.76% | 3,648,795 | Common | SOLE |
| 433313103 | HNGE | HINGE HEALTH INC | $74.4M | 0.74% | 1,930,000 | Common | SOLE |
| 14843C105 | CSTL | CASTLE BIOSCIENCES INC | $67.7M | 0.67% | 2,758,335 | Common | SOLE |
| 77313F106 | RCKT | ROCKET PHARMACEUTICALS INC | $63.3M | 0.63% | 17,687,772 | Common | SOLE |
| 877619106 | TSHA | TAYSHA GENE THERAPIES INC | $61.2M | 0.61% | 13,680,248 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $59.1M | 0.59% | 1,672,356 | Common | SOLE |
| 20451W101 | CMPS | COMPASS PATHWAYS PLC | $58.8M | 0.59% | 10,632,390 | Common | SOLE |
| 50015M109 | KOD | KODIAK SCIENCES INC | $56.7M | 0.56% | 1,487,934 | Common | SOLE |
| 76029N106 | REPL | REPLIMUNE GROUP INC | $56.3M | 0.56% | 7,356,916 | Common | SOLE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $52.7M | 0.52% | 1,451,326 | Common | SOLE |
| N90064101 | QURE | UNIQURE NV | $42.3M | 0.42% | 2,586,356 | Common | SOLE |
| 946784105 | WAY | WAYSTAR HLDG CORP | $39.3M | 0.39% | 1,630,000 | Common | SOLE |
| 04280A100 | ARWR | ARROWHEAD PHARMACEUTICALS IN | $36.7M | 0.37% | 585,682 | Common | SOLE |
| 68572M106 | OBIO | ORCHESTRA BIOMED HLDGS INC | $35.3M | 0.35% | 8,306,063 | Common | SOLE |
| 92337C203 | VSTM | VERASTEM INC | $34.9M | 0.35% | 6,576,306 | Common | SOLE |
| 30054Y107 | EVMN | EVOMMUNE INC | $34.5M | 0.34% | 1,502,235 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $32.9M | 0.33% | 100,000 | Common | SOLE |
| 805111101 | SVRA | SAVARA INC | $32.5M | 0.32% | 5,952,380 | Common | SOLE |
| 137404109 | CADL | CANDEL THERAPEUTICS INC | $31.5M | 0.31% | 6,422,018 | Common | SOLE |
| 03843E104 | AQST | AQUESTIVE THERAPEUTICS INC | $30.8M | 0.31% | 7,426,471 | Common | SOLE |
| 01021M104 | AKTS | AKTIS ONCOLOGY INC | $28.5M | 0.28% | 1,592,043 | Common | SOLE |
| 64135M105 | NGNE | NEUROGENE INC | $27.5M | 0.27% | 1,362,456 | Common | SOLE |
| 230031106 | CGEM | CULLINAN THERAPEUTICS INC | $24.2M | 0.24% | 1,705,960 | Common | SOLE |
| 20454B104 | CMPX | COMPASS THERAPEUTICS INC | $22.1M | 0.22% | 4,186,599 | Common | SOLE |
| 252828108 | DNTH | DIANTHUS THERAPEUTICS INC | $20.8M | 0.21% | 248,063 | Common | SOLE |
| 359664109 | FLGT | FULGENT GENETICS INC | $20.5M | 0.20% | 1,289,000 | Common | SOLE |
| 08659B102 | BBNX | BETA BIONICS INC | $20.0M | 0.20% | 2,000,000 | Common | SOLE |
| 501575104 | KYMR | KYMERA THERAPEUTICS INC | $20.0M | 0.20% | 240,000 | Common | SOLE |
| 15673T100 | IPSC | CENTURY THERAPEUTICS INC | $19.7M | 0.20% | 8,695,652 | Common | SOLE |
| 07373V105 | BEAM | BEAM THERAPEUTICS INC | $13.6M | 0.14% | 570,394 | Common | SOLE |
| 05338F306 | AVTX | AVALO THERAPEUTICS INC | $12.8M | 0.13% | 856,962 | Common | SOLE |
| 67577C105 | OCGN | OCUGEN INC | $12.1M | 0.12% | 6,666,666 | Common | SOLE |
| 42238D107 | HTFL | HEARTFLOW INC | $12.0M | 0.12% | 495,000 | Common | SOLE |
| Y95308105 | WVE | WAVE LIFE SCIENCES LTD | $9.8M | 0.10% | 1,350,000 | Common | SOLE |
| G70077105 | PCSC | PERCEPTIVE CAP SOLUTIONS COR | $8.1M | 0.08% | 742,500 | Common | SOLE |
| 008064206 | JBIO | JADE BIOSCIENCES INC | $8.1M | 0.08% | 573,205 | Common | SOLE |
| 14070B309 | CAPR | CAPRICOR THERAPEUTICS INC | $7.6M | 0.08% | 250,000 | Common | SOLE |
| 59935V107 | MIST | MILESTONE PHARMACEUTICALS IN | $7.5M | 0.07% | 6,331,001 | Common | SOLE |
| 482929106 | KLRS | KALARIS THERAPEUTICS INC | $7.5M | 0.07% | 1,300,000 | Common | SOLE |
| 46124U107 | IVA | INVENTIVA SA | $7.2M | 0.07% | 1,298,702 | Common | SOLE |
| 04650F101 | ATAI | ATAIBECKLEY INC | $7.1M | 0.07% | 2,000,000 | Common | SOLE |
| G2545C104 | CBIO | CRESCENT BIOPHARMA INC. | $6.8M | 0.07% | 372,856 | Common | SOLE |
| 517125100 | LRMR | LARIMAR THERAPEUTICS INC | $6.8M | 0.07% | 1,500,000 | Common | SOLE |
| 88032L605 | TENX | TENAX THERAPEUTICS INC | $5.9M | 0.06% | 370,246 | Common | SOLE |
| 24477V105 | DFTX | DEFINIUM THERAPEUTICS INC | $5.7M | 0.06% | 300,000 | Common | SOLE |
| 550249106 | LMRI | LUMEXA IMAGING HOLDINGS INC | $5.6M | 0.06% | 650,000 | Common | SOLE |
| 35104E100 | FDMT | 4D MOLECULAR THERAPEUTICS IN | $4.4M | 0.04% | 475,737 | Common | SOLE |
| 58507V107 | MDLN | MEDLINE INC | $3.1M | 0.03% | 70,000 | Common | SOLE |
| 68170A108 | OMDA | OMADA HEALTH INC | $2.5M | 0.03% | 200,000 | Common | SOLE |
| 254604101 | IRON | DISC MEDICINE INC | $1.9M | 0.02% | 30,000 | Common | SOLE |
| 45175G207 | IMA | IMAGENEBIO INC | $1.7M | 0.02% | 334,445 | Common | SOLE |
| 30068X103 | XGN | EXAGEN INC | $1.2M | 0.01% | 395,231 | Common | SOLE |
| 77313F114 | RCKTW | ROCKET PHARMACEUTICALS INC | $7,210 | 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.