RTW Investments, LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
RTW Investments, LP disclosed 72 US equity positions worth $6.6bn in its Q4 2024 13F filing. The largest position was MDGL at 9.3% of the reported book, followed by ARGX and NTRA. Against the Q3 2024 filing, it opened 4 new positions, added to 19 and reduced 13 among the top 50 holdings.
What did RTW Investments, LP own in Q4 2024? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 9.3% | $615.2m | 1,993,687 | 0% | held |
| 2 | ARGX ARGENX SE | Healthcare | 6.3% | $414.2m | 673,497 | 3% | added |
| 3 | NTRA NATERA INC | Healthcare | 6.2% | $410.5m | 2,593,323 | 0% | held |
| 4 | AXSM AXSOME THERAPEUTICS INC | Healthcare | 5.2% | $342.8m | 4,051,365 | -3% | reduced |
| 5 | PTCT PTC THERAPEUTICS INC | Healthcare | 5.0% | $333.7m | 7,393,127 | 0% | held |
| 6 | RNAGBP AVIDITY BIOSCIENCES INC | 3.5% | $230.7m | 7,932,870 | -2% | reduced | |
| 7 | RCKT ROCKET PHARMACEUTICALS INC | Healthcare | 3.4% | $222.3m | 17,687,772 | 0% | held |
| 8 | ALKS ALKERMES PLC | Healthcare | 3.3% | $217.4m | 7,557,835 | 14% | added |
| 9 | SYK STRYKER CORPORATION | Healthcare | 3.2% | $212.5m | 590,221 | 49% | added |
| 10 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 3.2% | $212.2m | 5,498,545 | 1% | added |
| 11 | INSM INSMED INC | Healthcare | 3.1% | $208.1m | 3,014,558 | -8% | reduced |
| 12 | PEN PENUMBRA INC | Healthcare | 3.1% | $204.8m | 862,450 | 8% | added |
| 13 | AKERO THERAPEUTICS INC | 2.9% | $190.8m | 6,859,823 | 16% | added | |
| 14 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 2.7% | $179.2m | 3,236,549 | -5% | reduced |
| 15 | MERUS N V | 2.7% | $175.3m | 4,169,393 | 0% | held | |
| 16 | ACAD ACADIA PHARMACEUTICALS INC | Healthcare | 2.4% | $159.7m | 8,705,501 | -36% | reduced |
| 17 | BRKR BRUKER CORP | Healthcare | 2.2% | $145.4m | 2,481,119 | -29% | reduced |
| 18 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 2.2% | $143.7m | 4,869,798 | 0% | held |
| 19 | RDNT RADNET INC | Healthcare | 2.1% | $138.2m | 1,978,582 | 9% | added |
| 20 | CYTK CYTOKINETICS INC | Healthcare | 1.9% | $128.0m | 2,721,158 | 0% | held |
| 21 | DYN DYNE THERAPEUTICS INC | Healthcare | 1.9% | $123.0m | 5,218,641 | -23% | reduced |
| 22 | APGE APOGEE THERAPEUTICS INC | Healthcare | 1.9% | $122.9m | 2,712,097 | 0% | held |
| 23 | ESTA ESTABLISHMENT LABS HLDGS INC | Healthcare | 1.8% | $118.4m | 2,569,687 | -3% | reduced |
| 24 | MASI* MASIMO CORP | 1.7% | $112.9m | 683,294 | -53% | reduced | |
| 25 | VRNA VERONA PHARMA PLC | 1.3% | $84.6m | 1,821,019 | – | new | |
| 26 | SYRE SPYRE THERAPEUTICS INC | 1.3% | $84.3m | 3,621,996 | 11% | added | |
| 27 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 1.3% | $82.8m | 1,968,002 | 0% | held |
| 28 | GMED GLOBUS MED INC | Healthcare | 1.2% | $80.4m | 972,000 | – | new |
| 29 | ZLAB ZAI LAB LTD | Healthcare | 1.0% | $65.7m | 2,509,119 | – | new |
| 30 | ARVN ARVINAS INC | Healthcare | 1.0% | $63.9m | 3,334,308 | 20% | added |
| 31 | CRGX CARGO THERAPEUTICS INC | 0.9% | $59.5m | 4,124,859 | 1% | added | |
| 32 | ETNBGBP 89BIO INC | 0.9% | $58.5m | 7,478,061 | 1% | added | |
| 33 | STOK STOKE THERAPEUTICS INC | Healthcare | 0.9% | $56.5m | 5,123,525 | 10% | added |
| 34 | XNCR XENCOR INC | Healthcare | 0.8% | $55.2m | 2,402,883 | 318% | added |
| 35 | CGON CG ONCOLOGY INC | Healthcare | 0.7% | $48.8m | 1,701,216 | 27% | added |
| 36 | IMTX IMMATICS N.V | Healthcare | 0.7% | $46.5m | 6,540,540 | -35% | reduced |
| 37 | URGN UROGEN PHARMA LTD | Healthcare | 0.6% | $40.8m | 3,834,794 | 1% | added |
| 38 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 0.6% | $37.7m | 1,945,649 | 5% | added |
| 39 | OBIO ORCHESTRA BIOMED HLDGS INC | 0.5% | $32.8m | 8,206,162 | 0% | held | |
| 40 | NGNE NEUROGENE INC | 0.5% | $30.9m | 1,350,256 | 19% | added | |
| 41 | REPL REPLIMUNE GROUP INC | Healthcare | 0.4% | $25.0m | 2,065,010 | 82% | added |
| 42 | LENZ LENZ THERAPEUTICS INC | Healthcare | 0.4% | $24.9m | 863,389 | 0% | held |
| 43 | GHRS GH RESEARCH PLC | 0.4% | $23.3m | 3,327,129 | 0% | held | |
| 44 | CGEM CULLINAN THERAPEUTICS INC | Healthcare | 0.3% | $20.8m | 1,705,960 | 0% | held |
| 45 | RAPT THERAPEUTICS INC | 0.3% | $18.6m | 11,764,000 | – | new | |
| 46 | ROIV ROIVANT SCIENCES LTD | Healthcare | 0.3% | $17.2m | 1,454,273 | 0% | held |
| 47 | SG7 SAGE THERAPEUTICS INC | 0.2% | $16.3m | 3,002,370 | -46% | reduced | |
| 48 | QURE UNIQURE NV | 0.2% | $16.0m | 903,625 | 8936% | added | |
| 49 | TSHA TAYSHA GENE THERAPIES INC | Healthcare | 0.2% | $15.0m | 8,672,630 | -42% | reduced |
| 50 | TRML TOURMALINE BIO INC | 0.2% | $14.9m | 736,681 | -1% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.