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RTW INVESTMENTS, LP
hedge fundUpdated 27 days agoManaged by Rtw Investments, Lp • Latest filing Q2 2026
Portfolio value
$11.7B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
27.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $4.8B |
| Q2 2023 | $5.3B |
| Q3 2023 | $4.7B |
| Q4 2023 | $6.4B |
| Q1 2024 | $6.8B |
| Q2 2024 | $6.5B |
| Q3 2024 | $6.9B |
| Q4 2024 | $6.6B |
| Q1 2025 | $6.5B |
| Q2 2025 | $7B |
| Q3 2025 | $8.1B |
| Q4 2025 | $10B |
| Q1 2026 | $10B |
| Q2 2026 | $11.7B |
Top holdings
84 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MDGL MADRIGAL PHARMACEUTICALS INC | $1.1B | 1.99M | 9.14% | — |
| 2 | A ARGX ARGENX SE | $658.2M | 709.4K | 5.62% | — |
| 3 | ? N/A PTC THERAPEUTICS INC | $631.9M | 7.75M | 5.39% | — |
| 4 | P PB PROTAGONIST THERAPEUTICS INC | $620.4M | 5.06M | 5.30% | — |
| 5 | C CGON CG ONCOLOGY INC | $605M | 8.51M | 5.16% | — |
| 6 | I INSM INSMED INC | $516.3M | 4.84M | 4.41% | — |
| 7 | T TNGX TANGO THERAPEUTICS INC | $434.5M | 13.90M | 3.71% | — |
| 8 | S SYRE SPYRE THERAPEUTICS INC | $377.5M | 4.25M | 3.22% | — |
| 9 | C CELC CELCUITY INC | $345.8M | 3.30M | 2.95% | — |
| 10 | E EQR ERASCA INC | $328.8M | 17.95M | 2.81% | — |
| 11 | R RDNT RADNET INC | $298.9M | 4.85M | 2.55% | — |
| 12 | O ORKA ORUKA THERAPEUTICS INC | $298.7M | 3.14M | 2.55% | — |
| 13 | N NTRA NATERA INC | $271.4M | 1.00M | 2.32% | — |
| 14 | R RARE ULTRAGENYX PHARMACEUTICAL IN | $260.3M | 7.80M | 2.22% | — |
| 15 | I IRTC IRHYTHM HOLDINGS INC | $259.6M | 2.18M | 2.22% | — |
| 16 | C CYTK CYTOKINETICS INC | $243.8M | 2.86M | 2.08% | — |
| 17 | K KLRA KAILERA THERAPEUTICS INC | $237.4M | 10.78M | 2.03% | — |
| 18 | E ESTA ESTABLISHMENT LABS HLDGS INC | $227.9M | 2.66M | 1.95% | — |
| 19 | G GH GUARDANT HEALTH INC | $222.2M | 1.48M | 1.90% | — |
| 20 | N NBIX NEUROCRINE BIOSCIENCES INC | $213.7M | 1.27M | 1.82% | — |