Filed: 5/15/2026ACC: 0001493215-26-000130
📋 What this filing means
RTW INVESTMENTS, LP filed this quarterly 13F‑HR report disclosing 88 equity positions with a total reported market value of $10.05B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
88
Positions
$10.05B
Total AUM (reported)
310.37M
Total Shares
Allocation by class
COM$7.13B71.0%
COM PAR $.01$791.91M7.9%
COM NEW$560.43M5.6%
SPONSORED ADR$518.07M5.2%
SPONSORED ADS$254.44M2.5%
SHS$237.84M2.4%
ADS$154.03M1.5%
Portfolio Concentration
Top 3$2.37B23.6%
4–10$2.66B26.4%
11–25$2.71B27.0%
Rest$2.31B23.0%
Top 3 weight
23.6%
Top 10 weight
50.0%
Voting Authority Distribution
Total shares with voting rights: 310.37M
Sole
Full voting authority
310.37M
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)
Sole88
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings88
Rows:
MADRIGAL PHARMACEUTICALS INC
SOLEShares1.99M
TypeSH
Market value$1.04B
10.38%
Sole
1.99M
Shared
0.00
None
0.00
INSMED INC
SOLEShares4.84M
TypeSH
Market value$791.91M
7.88%
Sole
4.84M
Shared
0.00
None
0.00
PROTAGONIST THERAPEUTICS INC
SOLEShares5.06M
TypeSH
Market value$533.22M
5.31%
Sole
5.06M
Shared
0.00
None
0.00
PTC THERAPEUTICS INC
SOLEShares7.75M
TypeSH
Market value$527.76M
5.25%
Sole
7.75M
Shared
0.00
None
0.00
ARGENX SE
SOLEShares709.45K
TypeSH
Market value$518.07M
5.16%
Sole
709.45K
Shared
0.00
None
0.00
CG ONCOLOGY INC
SOLEShares6.98M
TypeSH
Market value$472.73M
4.70%
Sole
6.98M
Shared
0.00
None
0.00
CELCUITY INC
SOLEShares3.04M
TypeSH
Market value$346.94M
3.45%
Sole
3.04M
Shared
0.00
None
0.00
TANGO THERAPEUTICS INC
SOLEShares13.30M
TypeSH
Market value$278.25M
2.77%
Sole
13.30M
Shared
0.00
None
0.00
ERASCA INC
SOLEShares16.16M
TypeSH
Market value$261.42M
2.60%
Sole
16.16M
Shared
0.00
None
0.00
NATERA INC
SOLEShares1.25M
TypeSH
Market value$249.99M
2.49%
Sole
1.25M
Shared
0.00
None
0.00
RADNET INC
SOLEShares4.29M
TypeSH
Market value$239.49M
2.38%
Sole
4.29M
Shared
0.00
None
0.00
TARSUS PHARMACEUTICALS INC
SOLEShares3.35M
TypeSH
Market value$234.72M
2.34%
Sole
3.35M
Shared
0.00
None
0.00
APOGEE THERAPEUTICS INC
SOLEShares2.78M
TypeSH
Market value$234.17M
2.33%
Sole
2.78M
Shared
0.00
None
0.00
SPYRE THERAPEUTICS INC
SOLEShares4.17M
TypeSH
Market value$210.44M
2.09%
Sole
4.17M
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares5.46M
TypeSH
Market value$210.10M
2.09%
Sole
5.46M
Shared
0.00
None
0.00
IRHYTHM HOLDINGS INC
SOLEShares1.67M
TypeSH
Market value$196.92M
1.96%
Sole
1.67M
Shared
0.00
None
0.00
STOKE THERAPEUTICS INC
SOLEShares5.62M
TypeSH
Market value$183.10M
1.82%
Sole
5.62M
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares2.72M
TypeSH
Market value$179.35M
1.78%
Sole
2.72M
Shared
0.00
None
0.00
ACADIA PHARMACEUTICALS INC
SOLEShares7.14M
TypeSH
Market value$159.04M
1.58%
Sole
7.14M
Shared
0.00
None
0.00
ESTABLISHMENT LABS HLDGS INC
SOLEShares2.66M
TypeSH
Market value$150.79M
1.50%
Sole
2.66M
Shared
0.00
None
0.00
APELLIS PHARMACEUTICALS INC
SOLEShares3.69M
TypeSH
Market value$148.25M
1.48%
Sole
3.69M
Shared
0.00
None
0.00
IMMUNOCORE HLDGS PLC
SOLEShares4.87M
TypeSH
Market value$146.82M
1.46%
Sole
4.87M
Shared
0.00
None
0.00
REPLIGEN CORP
SOLEShares1.21M
TypeSH
Market value$142.09M
1.41%
Sole
1.21M
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares1.06M
TypeSH
Market value$139.92M
1.39%
Sole
1.06M
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares1.48M
TypeSH
Market value$136.80M
1.36%
Sole
1.48M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MADRIGAL PHARMACEUTICALS INCSOLE | COM | 1.99M | SH | $1.04B 10.38% | 1.99M | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 4.84M | SH | $791.91M 7.88% | 4.84M | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 5.06M | SH | $533.22M 5.31% | 5.06M | 0.00 | 0.00 |
PTC THERAPEUTICS INCSOLE | COM | 7.75M | SH | $527.76M 5.25% | 7.75M | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 709.45K | SH | $518.07M 5.16% | 709.45K | 0.00 | 0.00 |
CG ONCOLOGY INCSOLE | COM | 6.98M | SH | $472.73M 4.70% | 6.98M | 0.00 | 0.00 |
CELCUITY INCSOLE | COM | 3.04M | SH | $346.94M 3.45% | 3.04M | 0.00 | 0.00 |
TANGO THERAPEUTICS INCSOLE | COM | 13.30M | SH | $278.25M 2.77% | 13.30M | 0.00 | 0.00 |
ERASCA INCSOLE | COM | 16.16M | SH | $261.42M 2.60% | 16.16M | 0.00 | 0.00 |
NATERA INCSOLE | COM | 1.25M | SH | $249.99M 2.49% | 1.25M | 0.00 | 0.00 |
RADNET INCSOLE | COM | 4.29M | SH | $239.49M 2.38% | 4.29M | 0.00 | 0.00 |
TARSUS PHARMACEUTICALS INCSOLE | COM | 3.35M | SH | $234.72M 2.34% | 3.35M | 0.00 | 0.00 |
APOGEE THERAPEUTICS INCSOLE | COM | 2.78M | SH | $234.17M 2.33% | 2.78M | 0.00 | 0.00 |
SPYRE THERAPEUTICS INCSOLE | COM NEW | 4.17M | SH | $210.44M 2.09% | 4.17M | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 5.46M | SH | $210.10M 2.09% | 5.46M | 0.00 | 0.00 |
IRHYTHM HOLDINGS INCSOLE | COM | 1.67M | SH | $196.92M 1.96% | 1.67M | 0.00 | 0.00 |
STOKE THERAPEUTICS INCSOLE | COM | 5.62M | SH | $183.10M 1.82% | 5.62M | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 2.72M | SH | $179.35M 1.78% | 2.72M | 0.00 | 0.00 |
ACADIA PHARMACEUTICALS INCSOLE | COM | 7.14M | SH | $159.04M 1.58% | 7.14M | 0.00 | 0.00 |
ESTABLISHMENT LABS HLDGS INCSOLE | COM | 2.66M | SH | $150.79M 1.50% | 2.66M | 0.00 | 0.00 |
APELLIS PHARMACEUTICALS INCSOLE | COM | 3.69M | SH | $148.25M 1.48% | 3.69M | 0.00 | 0.00 |
IMMUNOCORE HLDGS PLCSOLE | ADS | 4.87M | SH | $146.82M 1.46% | 4.87M | 0.00 | 0.00 |
REPLIGEN CORPSOLE | COM | 1.21M | SH | $142.09M 1.41% | 1.21M | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 1.06M | SH | $139.92M 1.39% | 1.06M | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 1.48M | SH | $136.80M 1.36% | 1.48M | 0.00 | 0.00 |
Page 1 of 4