Filed: 2/14/2025ACC: 0001493152-25-006608
📋 What this filing means
RTW INVESTMENTS, LP filed this quarterly 13F‑HR report disclosing 72 equity positions with a total reported market value of $6.61B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
72
Positions
$6.61B
Total AUM (reported)
225.29M
Total Shares
Allocation by class
COM$5.03B76.1%
SPONSORED ADR$414.20M6.3%
SHS$308.16M4.7%
COM NEW$214.32M3.2%
COM PAR $.01$208.13M3.1%
ADS$143.66M2.2%
SPONSORED ADS$100.51M1.5%
Portfolio Concentration
Top 3$1.44B21.8%
4–10$1.77B26.8%
11–25$2.24B33.8%
Rest$1.17B17.6%
Top 3 weight
21.8%
Top 10 weight
48.6%
Voting Authority Distribution
Total shares with voting rights: 225.29M
Sole
Full voting authority
225.29M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole72
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings72
Rows:
MADRIGAL PHARMACEUTICALS INC
SOLEShares1.99M
TypeSH
Market value$615.19M
9.30%
Sole
1.99M
Shared
0.00
None
0.00
ARGENX SE
SOLEShares673.50K
TypeSH
Market value$414.20M
6.26%
Sole
673.50K
Shared
0.00
None
0.00
NATERA INC
SOLEShares2.59M
TypeSH
Market value$410.52M
6.21%
Sole
2.59M
Shared
0.00
None
0.00
AXSOME THERAPEUTICS INC
SOLEShares4.05M
TypeSH
Market value$342.79M
5.18%
Sole
4.05M
Shared
0.00
None
0.00
PTC THERAPEUTICS INC
SOLEShares7.39M
TypeSH
Market value$333.73M
5.05%
Sole
7.39M
Shared
0.00
None
0.00
AVIDITY BIOSCIENCES INC
SOLEShares7.93M
TypeSH
Market value$230.69M
3.49%
Sole
7.93M
Shared
0.00
None
0.00
ROCKET PHARMACEUTICALS INC
SOLEShares17.69M
TypeSH
Market value$222.34M
3.36%
Sole
17.69M
Shared
0.00
None
0.00
ALKERMES PLC
SOLEShares7.56M
TypeSH
Market value$217.36M
3.29%
Sole
7.56M
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares590.22K
TypeSH
Market value$212.51M
3.21%
Sole
590.22K
Shared
0.00
None
0.00
PROTAGONIST THERAPEUTICS INC
SOLEShares5.50M
TypeSH
Market value$212.24M
3.21%
Sole
5.50M
Shared
0.00
None
0.00
INSMED INC
SOLEShares3.01M
TypeSH
Market value$208.13M
3.15%
Sole
3.01M
Shared
0.00
None
0.00
PENUMBRA INC
SOLEShares862.45K
TypeSH
Market value$204.81M
3.10%
Sole
862.45K
Shared
0.00
None
0.00
AKERO THERAPEUTICS INC
SOLEShares6.86M
TypeSH
Market value$190.84M
2.89%
Sole
6.86M
Shared
0.00
None
0.00
TARSUS PHARMACEUTICALS INC
SOLEShares3.24M
TypeSH
Market value$179.21M
2.71%
Sole
3.24M
Shared
0.00
None
0.00
MERUS N V
SOLEShares4.17M
TypeSH
Market value$175.32M
2.65%
Sole
4.17M
Shared
0.00
None
0.00
ACADIA PHARMACEUTICALS INC
SOLEShares8.71M
TypeSH
Market value$159.75M
2.42%
Sole
8.71M
Shared
0.00
None
0.00
BRUKER CORP
SOLEShares2.48M
TypeSH
Market value$145.44M
2.20%
Sole
2.48M
Shared
0.00
None
0.00
IMMUNOCORE HLDGS PLC
SOLEShares4.87M
TypeSH
Market value$143.66M
2.17%
Sole
4.87M
Shared
0.00
None
0.00
RADNET INC
SOLEShares1.98M
TypeSH
Market value$138.18M
2.09%
Sole
1.98M
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares2.72M
TypeSH
Market value$128.00M
1.94%
Sole
2.72M
Shared
0.00
None
0.00
DYNE THERAPEUTICS INC
SOLEShares5.22M
TypeSH
Market value$122.95M
1.86%
Sole
5.22M
Shared
0.00
None
0.00
APOGEE THERAPEUTICS INC
SOLEShares2.71M
TypeSH
Market value$122.86M
1.86%
Sole
2.71M
Shared
0.00
None
0.00
ESTABLISHMENT LABS HLDGS INC
SOLEShares2.57M
TypeSH
Market value$118.39M
1.79%
Sole
2.57M
Shared
0.00
None
0.00
MASIMO CORP
SOLEShares683.29K
TypeSH
Market value$112.95M
1.71%
Sole
683.29K
Shared
0.00
None
0.00
VERONA PHARMA PLC
SOLEShares1.82M
TypeSH
Market value$84.57M
1.28%
Sole
1.82M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MADRIGAL PHARMACEUTICALS INCSOLE | COM | 1.99M | SH | $615.19M 9.30% | 1.99M | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 673.50K | SH | $414.20M 6.26% | 673.50K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 2.59M | SH | $410.52M 6.21% | 2.59M | 0.00 | 0.00 |
AXSOME THERAPEUTICS INCSOLE | COM | 4.05M | SH | $342.79M 5.18% | 4.05M | 0.00 | 0.00 |
PTC THERAPEUTICS INCSOLE | COM | 7.39M | SH | $333.73M 5.05% | 7.39M | 0.00 | 0.00 |
AVIDITY BIOSCIENCES INCSOLE | COM | 7.93M | SH | $230.69M 3.49% | 7.93M | 0.00 | 0.00 |
ROCKET PHARMACEUTICALS INCSOLE | COM | 17.69M | SH | $222.34M 3.36% | 17.69M | 0.00 | 0.00 |
ALKERMES PLCSOLE | SHS | 7.56M | SH | $217.36M 3.29% | 7.56M | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 590.22K | SH | $212.51M 3.21% | 590.22K | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 5.50M | SH | $212.24M 3.21% | 5.50M | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 3.01M | SH | $208.13M 3.15% | 3.01M | 0.00 | 0.00 |
PENUMBRA INCSOLE | COM | 862.45K | SH | $204.81M 3.10% | 862.45K | 0.00 | 0.00 |
AKERO THERAPEUTICS INCSOLE | COM | 6.86M | SH | $190.84M 2.89% | 6.86M | 0.00 | 0.00 |
TARSUS PHARMACEUTICALS INCSOLE | COM | 3.24M | SH | $179.21M 2.71% | 3.24M | 0.00 | 0.00 |
MERUS N VSOLE | COM | 4.17M | SH | $175.32M 2.65% | 4.17M | 0.00 | 0.00 |
ACADIA PHARMACEUTICALS INCSOLE | COM | 8.71M | SH | $159.75M 2.42% | 8.71M | 0.00 | 0.00 |
BRUKER CORPSOLE | COM | 2.48M | SH | $145.44M 2.20% | 2.48M | 0.00 | 0.00 |
IMMUNOCORE HLDGS PLCSOLE | ADS | 4.87M | SH | $143.66M 2.17% | 4.87M | 0.00 | 0.00 |
RADNET INCSOLE | COM | 1.98M | SH | $138.18M 2.09% | 1.98M | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 2.72M | SH | $128.00M 1.94% | 2.72M | 0.00 | 0.00 |
DYNE THERAPEUTICS INCSOLE | COM | 5.22M | SH | $122.95M 1.86% | 5.22M | 0.00 | 0.00 |
APOGEE THERAPEUTICS INCSOLE | COM | 2.71M | SH | $122.86M 1.86% | 2.71M | 0.00 | 0.00 |
ESTABLISHMENT LABS HLDGS INCSOLE | COM | 2.57M | SH | $118.39M 1.79% | 2.57M | 0.00 | 0.00 |
MASIMO CORPSOLE | COM | 683.29K | SH | $112.95M 1.71% | 683.29K | 0.00 | 0.00 |
VERONA PHARMA PLCSOLE | SPONSORED ADS | 1.82M | SH | $84.57M 1.28% | 1.82M | 0.00 | 0.00 |
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