Filed: 8/14/2026ACC: 0001493215-26-000164
📋 What this filing means
RTW INVESTMENTS, LP filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $11.71B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
84
Positions
$11.71B
Total AUM (reported)
322.66M
Total Shares
Allocation by class
COM$8.20B70.0%
COM NEW$704.93M6.0%
SPONSORED ADR$658.20M5.6%
COM PAR $.01$516.35M4.4%
SHS$408.16M3.5%
SPONSORED ADS$351.36M3.0%
COMMON STOCK$237.41M2.0%
Portfolio Concentration
Top 3$2.36B20.2%
4–10$3.23B27.6%
11–25$3.46B29.5%
Rest$2.66B22.7%
Top 3 weight
20.2%
Top 10 weight
47.7%
Voting Authority Distribution
Total shares with voting rights: 322.66M
Sole
Full voting authority
322.66M
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)
Sole84
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings84
Rows:
MADRIGAL PHARMACEUTICALS INC
SOLEShares1.99M
TypeSH
Market value$1.07B
9.14%
Sole
1.99M
Shared
0.00
None
0.00
ARGENX SE
SOLEShares709.45K
TypeSH
Market value$658.20M
5.62%
Sole
709.45K
Shared
0.00
None
0.00
PTC THERAPEUTICS INC
SOLEShares7.75M
TypeSH
Market value$631.88M
5.39%
Sole
7.75M
Shared
0.00
None
0.00
PROTAGONIST THERAPEUTICS INC
SOLEShares5.06M
TypeSH
Market value$620.40M
5.30%
Sole
5.06M
Shared
0.00
None
0.00
CG ONCOLOGY INC
SOLEShares8.51M
TypeSH
Market value$604.96M
5.16%
Sole
8.51M
Shared
0.00
None
0.00
INSMED INC
SOLEShares4.84M
TypeSH
Market value$516.35M
4.41%
Sole
4.84M
Shared
0.00
None
0.00
TANGO THERAPEUTICS INC
SOLEShares13.90M
TypeSH
Market value$434.53M
3.71%
Sole
13.90M
Shared
0.00
None
0.00
SPYRE THERAPEUTICS INC
SOLEShares4.25M
TypeSH
Market value$377.49M
3.22%
Sole
4.25M
Shared
0.00
None
0.00
CELCUITY INC
SOLEShares3.30M
TypeSH
Market value$345.76M
2.95%
Sole
3.30M
Shared
0.00
None
0.00
ERASCA INC
SOLEShares17.95M
TypeSH
Market value$328.78M
2.81%
Sole
17.95M
Shared
0.00
None
0.00
RADNET INC
SOLEShares4.85M
TypeSH
Market value$298.91M
2.55%
Sole
4.85M
Shared
0.00
None
0.00
ORUKA THERAPEUTICS INC
SOLEShares3.14M
TypeSH
Market value$298.74M
2.55%
Sole
3.14M
Shared
0.00
None
0.00
NATERA INC
SOLEShares1M
TypeSH
Market value$271.45M
2.32%
Sole
1M
Shared
0.00
None
0.00
ULTRAGENYX PHARMACEUTICAL IN
SOLEShares7.80M
TypeSH
Market value$260.34M
2.22%
Sole
7.80M
Shared
0.00
None
0.00
IRHYTHM HOLDINGS INC
SOLEShares2.18M
TypeSH
Market value$259.62M
2.22%
Sole
2.18M
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares2.86M
TypeSH
Market value$243.81M
2.08%
Sole
2.86M
Shared
0.00
None
0.00
KAILERA THERAPEUTICS INC
SOLEShares10.78M
TypeSH
Market value$237.41M
2.03%
Sole
10.78M
Shared
0.00
None
0.00
ESTABLISHMENT LABS HLDGS INC
SOLEShares2.66M
TypeSH
Market value$227.89M
1.95%
Sole
2.66M
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares1.48M
TypeSH
Market value$222.20M
1.90%
Sole
1.48M
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares1.27M
TypeSH
Market value$213.69M
1.82%
Sole
1.27M
Shared
0.00
None
0.00
TARSUS PHARMACEUTICALS INC
SOLEShares3.36M
TypeSH
Market value$211.29M
1.80%
Sole
3.36M
Shared
0.00
None
0.00
STOKE THERAPEUTICS INC
SOLEShares5.62M
TypeSH
Market value$184.00M
1.57%
Sole
5.62M
Shared
0.00
None
0.00
UNIQURE NV
SOLEShares3.94M
TypeSH
Market value$181.55M
1.55%
Sole
3.94M
Shared
0.00
None
0.00
ACADIA PHARMACEUTICALS INC
SOLEShares7.14M
TypeSH
Market value$180.76M
1.54%
Sole
7.14M
Shared
0.00
None
0.00
REPLIGEN CORP
SOLEShares1.24M
TypeSH
Market value$169.27M
1.45%
Sole
1.24M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MADRIGAL PHARMACEUTICALS INCSOLE | COM | 1.99M | SH | $1.07B 9.14% | 1.99M | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 709.45K | SH | $658.20M 5.62% | 709.45K | 0.00 | 0.00 |
PTC THERAPEUTICS INCSOLE | COM | 7.75M | SH | $631.88M 5.39% | 7.75M | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 5.06M | SH | $620.40M 5.30% | 5.06M | 0.00 | 0.00 |
CG ONCOLOGY INCSOLE | COM | 8.51M | SH | $604.96M 5.16% | 8.51M | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 4.84M | SH | $516.35M 4.41% | 4.84M | 0.00 | 0.00 |
TANGO THERAPEUTICS INCSOLE | COM | 13.90M | SH | $434.53M 3.71% | 13.90M | 0.00 | 0.00 |
SPYRE THERAPEUTICS INCSOLE | COM NEW | 4.25M | SH | $377.49M 3.22% | 4.25M | 0.00 | 0.00 |
CELCUITY INCSOLE | COM | 3.30M | SH | $345.76M 2.95% | 3.30M | 0.00 | 0.00 |
ERASCA INCSOLE | COM | 17.95M | SH | $328.78M 2.81% | 17.95M | 0.00 | 0.00 |
RADNET INCSOLE | COM | 4.85M | SH | $298.91M 2.55% | 4.85M | 0.00 | 0.00 |
ORUKA THERAPEUTICS INCSOLE | COM | 3.14M | SH | $298.74M 2.55% | 3.14M | 0.00 | 0.00 |
NATERA INCSOLE | COM | 1M | SH | $271.45M 2.32% | 1M | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 7.80M | SH | $260.34M 2.22% | 7.80M | 0.00 | 0.00 |
IRHYTHM HOLDINGS INCSOLE | COM | 2.18M | SH | $259.62M 2.22% | 2.18M | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 2.86M | SH | $243.81M 2.08% | 2.86M | 0.00 | 0.00 |
KAILERA THERAPEUTICS INCSOLE | COMMON STOCK | 10.78M | SH | $237.41M 2.03% | 10.78M | 0.00 | 0.00 |
ESTABLISHMENT LABS HLDGS INCSOLE | COM | 2.66M | SH | $227.89M 1.95% | 2.66M | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 1.48M | SH | $222.20M 1.90% | 1.48M | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 1.27M | SH | $213.69M 1.82% | 1.27M | 0.00 | 0.00 |
TARSUS PHARMACEUTICALS INCSOLE | COM | 3.36M | SH | $211.29M 1.80% | 3.36M | 0.00 | 0.00 |
STOKE THERAPEUTICS INCSOLE | COM | 5.62M | SH | $184.00M 1.57% | 5.62M | 0.00 | 0.00 |
UNIQURE NVSOLE | SHS | 3.94M | SH | $181.55M 1.55% | 3.94M | 0.00 | 0.00 |
ACADIA PHARMACEUTICALS INCSOLE | COM | 7.14M | SH | $180.76M 1.54% | 7.14M | 0.00 | 0.00 |
REPLIGEN CORPSOLE | COM | 1.24M | SH | $169.27M 1.45% | 1.24M | 0.00 | 0.00 |
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