Rtw Investments, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Rtw Investments, LP disclosed 88 US equity positions worth $10.0bn in its Q1 2026 13F filing. The largest position was MDGL at 10.4% of the reported book, followed by INSM and PTGX.
What did Rtw Investments, LP own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 10.4% | $1.0bn | 1,993,687 | – | |
| 2 | INSM INSMED INC | Healthcare | 7.9% | $791.9m | 4,842,880 | – | |
| 3 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 5.3% | $533.2m | 5,059,053 | – | |
| 4 | PTCT PTC THERAPEUTICS INC | Healthcare | 5.3% | $527.8m | 7,746,415 | – | |
| 5 | ARGX ARGENX SE | Healthcare | 5.2% | $518.1m | 709,446 | – | |
| 6 | CGON CG ONCOLOGY INC | Healthcare | 4.7% | $472.7m | 6,984,808 | – | |
| 7 | CELC CELCUITY INC | Healthcare | 3.5% | $346.9m | 3,039,621 | – | |
| 8 | TNGX TANGO THERAPEUTICS INC | Healthcare | 2.8% | $278.2m | 13,300,620 | – | |
| 9 | ERAS ERASCA INC | Healthcare | 2.6% | $261.4m | 16,157,175 | – | |
| 10 | NTRA NATERA INC | Healthcare | 2.5% | $250.0m | 1,250,000 | – | |
| 11 | RDNT RADNET INC | Healthcare | 2.4% | $239.5m | 4,285,000 | – | |
| 12 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 2.3% | $234.7m | 3,346,025 | – | |
| 13 | APGE APOGEE THERAPEUTICS INC | Healthcare | 2.3% | $234.2m | 2,782,097 | – | |
| 14 | SYRE SPYRE THERAPEUTICS INC | Healthcare | 2.1% | $210.4m | 4,171,996 | – | |
| 15 | COGT COGENT BIOSCIENCES INC | Healthcare | 2.1% | $210.1m | 5,458,675 | – | |
| 16 | IRTC IRHYTHM HOLDINGS INC | Healthcare | 2.0% | $196.9m | 1,668,500 | – | |
| 17 | STOK STOKE THERAPEUTICS INC | Healthcare | 1.8% | $183.1m | 5,623,525 | – | |
| 18 | CYTK CYTOKINETICS INC | Healthcare | 1.8% | $179.4m | 2,721,158 | – | |
| 19 | ACAD ACADIA PHARMACEUTICALS INC | Healthcare | 1.6% | $159.0m | 7,144,524 | – | |
| 20 | ESTA ESTABLISHMENT LABS HLDGS INC | Healthcare | 1.5% | $150.8m | 2,655,695 | – | |
| 21 | APLSUSD APELLIS PHARMACEUTICALS INC | 1.5% | $148.2m | 3,685,045 | – | ||
| 22 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 1.5% | $146.8m | 4,869,798 | – | |
| 23 | RGEN REPLIGEN CORP | Healthcare | 1.4% | $142.1m | 1,206,000 | – | |
| 24 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 1.4% | $139.9m | 1,062,072 | – | |
| 25 | GH GUARDANT HEALTH INC | Healthcare | 1.4% | $136.8m | 1,481,033 | – | |
| 26 | IMTX IMMATICS N.V | Healthcare | 1.3% | $126.6m | 12,869,340 | – | |
| 27 | ZLAB ZAI LAB LTD | Healthcare | 1.2% | $123.7m | 6,574,032 | – | |
| 28 | BLTE BELITE BIO INC | Healthcare | 1.1% | $114.1m | 715,332 | – | |
| 29 | ISRG INTUITIVE SURGICAL INC | Healthcare | 1.0% | $101.4m | 220,000 | – | |
| 30 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 1.0% | $101.0m | 2,058,148 | – | |
| 31 | GHRS GH RESEARCH PLC | Healthcare | 0.8% | $83.4m | 5,933,815 | – | |
| 32 | XNCR XENCOR INC | Healthcare | 0.8% | $81.7m | 6,777,461 | – | |
| 33 | URGN UROGEN PHARMA LTD | Healthcare | 0.8% | $81.7m | 4,543,895 | – | |
| 34 | CNTA CENTESSA PHARMACEUTICALS PLC | 0.8% | $81.6m | 2,054,175 | – | ||
| 35 | IMVT IMMUNOVANT INC | Healthcare | 0.8% | $78.9m | 3,177,849 | – | |
| 36 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 0.8% | $76.4m | 3,648,795 | – | |
| 37 | HNGE HINGE HEALTH INC | Healthcare | 0.7% | $74.4m | 1,930,000 | – | |
| 38 | CSTL CASTLE BIOSCIENCES INC | Healthcare | 0.7% | $67.7m | 2,758,335 | – | |
| 39 | RCKT ROCKET PHARMACEUTICALS INC | Healthcare | 0.6% | $63.3m | 17,687,772 | – | |
| 40 | TSHA TAYSHA GENE THERAPIES INC | Healthcare | 0.6% | $61.2m | 13,680,248 | – | |
| 41 | ALKS ALKERMES PLC | Healthcare | 0.6% | $59.1m | 1,672,356 | – | |
| 42 | CMPS COMPASS PATHWAYS PLC | Healthcare | 0.6% | $58.8m | 10,632,390 | – | |
| 43 | KOD KODIAK SCIENCES INC | Healthcare | 0.6% | $56.7m | 1,487,934 | – | |
| 44 | REPL REPLIMUNE GROUP INC | Healthcare | 0.6% | $56.3m | 7,356,916 | – | |
| 45 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 0.5% | $52.7m | 1,451,326 | – | ||
| 46 | UNIQURE NV | 0.4% | $42.3m | 2,586,356 | – | ||
| 47 | WAY WAYSTAR HLDG CORP | Healthcare | 0.4% | $39.3m | 1,630,000 | – | |
| 48 | ARWR ARROWHEAD PHARMACEUTICALS IN | Healthcare | 0.4% | $36.7m | 585,682 | – | |
| 49 | OBIO ORCHESTRA BIOMED HLDGS INC | 0.4% | $35.3m | 8,306,063 | – | ||
| 50 | VSTM VERASTEM INC | Healthcare | 0.3% | $34.9m | 6,576,306 | – |
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.