RTW INVESTMENTS, LP
CIK: 0001493215SEC EDGAR →
Portfolio Value
$10.0B
Holdings
91
As of
Q4 2025
New Positions
10
Closed Positions
9
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INSMED INC | 4,842,879 | $842.0M | 8.43% |
| 2 | PTC THERAPEUTICS INC | 7,746,415 | $588.0M | 5.89% |
| 3 | PROTAGONIST THERAPEUTICS INC | 5,059,053 | $441.0M | 4.42% |
| 4 | NATERA INC | 1,500,000 | $343.0M | 3.44% |
| 5 | RADNET INC | 3,938,500 | $281.0M | 2.81% |
| 6 | TARSUS PHARMACEUTICALS INC | 3,335,320 | $273.0M | 2.73% |
| 7 | COGENT BIOSCIENCES INC | 7,592,241 | $269.0M | 2.69% |
| 8 | PENUMBRA INC | 866,499 | $269.0M | 2.69% |
| 9 | IRHYTHM TECHNOLOGIES INC | 1,181,990 | $209.0M | 2.09% |
| 10 | APOGEE THERAPEUTICS INC | 2,712,097 | $204.0M | 2.04% |
Quarterly Changes
Top Buys
New Positions (29)
$209.0M · 1.2M shares
$192.0M · 7.7M shares
$174.0M · 1.1M shares
$92.0M · 325K shares
$82.0M · 2.1M shares
$80.0M · 3.2M shares
$54.0M · 550K shares
$41.0M · 1.5M shares
$38.0M · 585K shares
$35.0M · 6.0M shares
$21.0M · 1.3M shares
$18.0M · 240K shares
$18.0M · 705K shares
$16.0M · 354K shares
$15.0M · 570K shares
$13.0M · 1.5M shares
$12.0M · 650K shares
$10.0M · 1.3M shares
$10.0M · 46K shares
$8.0M · 2.0M shares
$7.0M · 250K shares
$6.0M · 1.3M shares
$6.0M · 100K shares
$4.0M · 300K shares
$4.0M · 373K shares
$3.0M · 476K shares
$2.0M · 70K shares
$2.0M · 30K shares
$0 · 147K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 85 | $7.2B | 88.0% |
| Unknown | 4 | $969.0M | 11.9% |
| Financial Services | 1 | $9.0M | 0.1% |
| Technology | 1 | $0 | 0.0% |