Rtw Investments, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Rtw Investments, LP disclosed 84 US equity positions worth $11.7bn in its Q2 2026 13F filing. The largest position was MDGL at 9.1% of the reported book, followed by ARGX and PTCT. Against the Q1 2026 filing, it opened 4 new positions, added to 19 and reduced 4 among the top 50 holdings.
What did Rtw Investments, LP own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 9.1% | $1.1bn | 1,993,687 | 0% | held |
| 2 | ARGX ARGENX SE | Healthcare | 5.6% | $658.2m | 709,446 | 0% | held |
| 3 | PTCT PTC THERAPEUTICS INC | Healthcare | 5.4% | $631.9m | 7,746,415 | 0% | held |
| 4 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 5.3% | $620.4m | 5,061,175 | 0% | held |
| 5 | CGON CG ONCOLOGY INC | Healthcare | 5.2% | $605.0m | 8,514,590 | 22% | added |
| 6 | INSM INSMED INC | Healthcare | 4.4% | $516.3m | 4,842,880 | 0% | held |
| 7 | TNGX TANGO THERAPEUTICS INC | Healthcare | 3.7% | $434.5m | 13,900,620 | 5% | added |
| 8 | SYRE SPYRE THERAPEUTICS INC | Healthcare | 3.2% | $377.5m | 4,251,996 | 2% | added |
| 9 | CELC CELCUITY INC | Healthcare | 3.0% | $345.8m | 3,304,903 | 9% | added |
| 10 | ERAS ERASCA INC | Healthcare | 2.8% | $328.8m | 17,946,754 | 11% | added |
| 11 | RDNT RADNET INC | Healthcare | 2.6% | $298.9m | 4,846,958 | 13% | added |
| 12 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 2.6% | $298.7m | 3,139,030 | 53% | added |
| 13 | NTRA NATERA INC | Healthcare | 2.3% | $271.4m | 1,000,000 | -20% | reduced |
| 14 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 2.2% | $260.3m | 7,796,895 | 114% | added |
| 15 | IRTC IRHYTHM HOLDINGS INC | Healthcare | 2.2% | $259.6m | 2,182,631 | 31% | added |
| 16 | CYTK CYTOKINETICS INC | Healthcare | 2.1% | $243.8m | 2,862,003 | 5% | added |
| 17 | KAILERA THERAPEUTICS INC | 2.0% | $237.4m | 10,776,820 | – | new | |
| 18 | ESTA ESTABLISHMENT LABS HLDGS INC | Healthcare | 1.9% | $227.9m | 2,655,695 | 0% | held |
| 19 | GH GUARDANT HEALTH INC | Healthcare | 1.9% | $222.2m | 1,481,033 | 0% | held |
| 20 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 1.8% | $213.7m | 1,267,925 | 19% | added |
| 21 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 1.8% | $211.3m | 3,357,059 | 0% | held |
| 22 | STOK STOKE THERAPEUTICS INC | Healthcare | 1.6% | $184.0m | 5,623,525 | 0% | held |
| 23 | UNIQURE NV | 1.5% | $181.5m | 3,941,572 | 52% | added | |
| 24 | ACAD ACADIA PHARMACEUTICALS INC | Healthcare | 1.5% | $180.8m | 7,144,524 | 0% | held |
| 25 | RGEN REPLIGEN CORP | Healthcare | 1.4% | $169.3m | 1,240,637 | 3% | added |
| 26 | URGN UROGEN PHARMA LTD | Healthcare | 1.4% | $167.2m | 4,543,895 | 0% | held |
| 27 | GHRS GH RESEARCH PLC | Healthcare | 1.4% | $159.5m | 5,933,815 | 0% | held |
| 28 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 1.3% | $154.6m | 4,869,798 | 0% | held |
| 29 | CMPS COMPASS PATHWAYS PLC | Healthcare | 1.3% | $151.4m | 10,700,974 | 1% | added |
| 30 | IMTX IMMATICS N.V | Healthcare | 1.1% | $131.1m | 12,946,176 | 1% | added |
| 31 | ZLAB ZAI LAB LTD | Healthcare | 1.1% | $124.9m | 6,574,032 | 0% | held |
| 32 | IMVT IMMUNOVANT INC | Healthcare | 1.0% | $122.4m | 3,177,849 | 0% | held |
| 33 | BLTE BELITE BIO INC | Healthcare | 0.9% | $110.2m | 715,332 | 0% | held |
| 34 | XNCR XENCOR INC | Healthcare | 0.9% | $109.1m | 6,777,461 | 0% | held |
| 35 | TSHA TAYSHA GENE THERAPIES INC | Healthcare | 0.8% | $92.3m | 13,560,258 | -1% | reduced |
| 36 | COGT COGENT BIOSCIENCES INC | Healthcare | 0.8% | $89.4m | 2,309,021 | -58% | reduced |
| 37 | ALKS ALKERMES PLC | Healthcare | 0.7% | $87.6m | 1,672,356 | 0% | held |
| 38 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 0.7% | $86.3m | 1,607,507 | – | new |
| 39 | REPL REPLIMUNE GROUP INC | Healthcare | 0.7% | $82.0m | 7,411,581 | 1% | added |
| 40 | CSTL CASTLE BIOSCIENCES INC | Healthcare | 0.6% | $66.3m | 2,778,335 | 1% | added |
| 41 | CADL CANDEL THERAPEUTICS INC | 0.6% | $66.1m | 6,422,018 | 0% | held | |
| 42 | RCKT ROCKET PHARMACEUTICALS INC | Healthcare | 0.5% | $60.5m | 17,687,772 | 0% | held |
| 43 | KOD KODIAK SCIENCES INC | Healthcare | 0.5% | $58.0m | 1,487,934 | 0% | held |
| 44 | AKTS AKTIS ONCOLOGY INC | 0.4% | $51.3m | 1,592,043 | 0% | held | |
| 45 | AXGN AXOGEN INC | Healthcare | 0.4% | $46.7m | 1,011,576 | – | new |
| 46 | DHR DANAHER CORP DEL | Healthcare | 0.4% | $43.8m | 230,000 | – | new |
| 47 | CGEM CULLINAN THERAPEUTICS INC | Healthcare | 0.4% | $43.1m | 2,364,347 | 39% | added |
| 48 | NGNE NEUROGENE INC | 0.4% | $42.8m | 1,362,456 | 0% | held | |
| 49 | HNGE HINGE HEALTH INC | Healthcare | 0.4% | $41.5m | 500,000 | -74% | reduced |
| 50 | OBIO ORCHESTRA BIOMED HLDGS INC | 0.4% | $41.2m | 9,556,063 | 15% | added |
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.