13F HOLDINGS REPORT
RTW INVESTMENTS, LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001493152-23-028029
Total Value
$5.25B
Positions
62
Other Managers
3
Confidential Omitted
No
Holdings (62)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IMMUNOCORE HLDGS PLC | IMCR | 6,029,633 | $361.5M | 6.88% |
| 2 | ROCKET PHARMACEUTICALS INC | RCKTW | 17,687,772 | $351.5M | 6.69% |
| 3 | ALNYLAM PHARMACEUTICALS INC | ALNY | 1,683,362 | $319.7M | 6.09% |
| 4 | AXSOME THERAPEUTICS INC | AXSM | 4,284,277 | $307.9M | 5.86% |
| 5 | PTC THERAPEUTICS INC | PTCT | 7,235,196 | $294.3M | 5.60% |
| 6 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 5,405,089 | $249.3M | 4.75% |
| 7 | MASIMO CORP | MASI | 1,501,493 | $247.1M | 4.70% |
| 8 | ACADIA PHARMACEUTICALS INC | ACAD | 9,783,249 | $234.3M | 4.46% |
| 9 | PENUMBRA INC | PEN | 673,371 | $231.7M | 4.41% |
| 10 | BRUKER CORP | BRKRP | 2,959,603 | $218.8M | 4.16% |
| 11 | ARGENX SE | ARGX | 482,195 | $187.9M | 3.58% |
| 12 | ESTABLISHMENT LABS HLDGS INC | ESTA | 2,494,138 | $171.1M | 3.26% |
| 13 | MIRATI THERAPEUTICS INC | 60468T105 | 4,472,985 | $161.6M | 3.08% |
| 14 | THERMO FISHER SCIENTIFIC INC | TMO | 290,334 | $151.5M | 2.88% |
| 15 | PROTAGONIST THERAPEUTICS INC | PTGX | 5,415,514 | $149.6M | 2.85% |
| 16 | NATERA INC | NTRA | 2,611,783 | $127.1M | 2.42% |
| 17 | VERICEL CORP | VCEL | 3,291,873 | $123.7M | 2.35% |
| 18 | CELLDEX THERAPEUTICS INC NEW | CLDX | 3,463,201 | $117.5M | 2.24% |
| 19 | AVADEL PHARMACEUTICALS PLC | 05337M104 | 6,810,641 | $112.2M | 2.14% |
| 20 | HORIZON THERAPEUTICS PUB L | G46188101 | 1,000,000 | $102.8M | 1.96% |
| 21 | CYTOKINETICS INC | CYTK | 2,574,198 | $84.0M | 1.60% |
| 22 | 10X GENOMICS INC | TXG | 1,462,956 | $81.7M | 1.56% |
| 23 | AVIDITY BIOSCIENCES INC | 05370A108 | 6,689,789 | $74.2M | 1.41% |
| 24 | ILLUMINA INC | ILMN | 376,250 | $70.5M | 1.34% |
| 25 | INTUITIVE SURGICAL INC | ISRG | 170,000 | $58.1M | 1.11% |
| 26 | MADRIGAL PHARMACEUTICALS INC | MDGL | 221,562 | $51.2M | 0.97% |
| 27 | STOKE THERAPEUTICS INC | STOK | 4,390,558 | $46.7M | 0.89% |
| 28 | TARSUS PHARMACEUTICALS INC | TARS | 2,548,125 | $46.0M | 0.88% |
| 29 | AXONICS INC | 05465P101 | 884,974 | $44.7M | 0.85% |
| 30 | ORCHESTRA BIOMED HLDGS INC | OBIO | 5,620,640 | $39.3M | 0.75% |
| 31 | SCPHARMACEUTICALS INC | 810648105 | 3,297,843 | $33.6M | 0.64% |
| 32 | CUTERA INC | 232109108 | 1,846,596 | $27.9M | 0.53% |
| 33 | MERUS N V | N5749R100 | 1,050,893 | $27.7M | 0.53% |
| 34 | GH RESEARCH PLC | GHRS | 2,168,957 | $25.7M | 0.49% |
| 35 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 500,000 | $25.5M | 0.49% |
| 36 | INSMED INC | INSM | 1,000,000 | $21.1M | 0.40% |
| 37 | ACELYRIN INC | 00445A100 | 978,310 | $20.4M | 0.39% |
| 38 | FULCRUM THERAPEUTICS INC | FULC | 6,064,123 | $20.0M | 0.38% |
| 39 | MARAVAI LIFESCIENCES HLDGS I | MARA | 1,532,685 | $19.1M | 0.36% |
| 40 | PMV PHARMACEUTICALS INC | PMVP | 3,029,551 | $19.0M | 0.36% |
| 41 | GUARDANT HEALTH INC | GH | 500,887 | $17.9M | 0.34% |
| 42 | OUTSET MED INC | OM | 808,658 | $17.7M | 0.34% |
| 43 | VIKING THERAPEUTICS INC | VKTX | 1,000,000 | $16.2M | 0.31% |
| 44 | MINERALYS THERAPEUTICS INC | MLYS | 922,100 | $15.7M | 0.30% |
| 45 | ROIVANT SCIENCES LTD | ROIV | 1,552,717 | $15.7M | 0.30% |
| 46 | OLINK HLDG AB | OLN | 654,612 | $12.3M | 0.23% |
| 47 | IMMUNIC INC | IMUX | 4,294,459 | $10.8M | 0.21% |
| 48 | ADICET BIO INC | ACET | 4,241,472 | $10.3M | 0.20% |
| 49 | DESIGN THERAPEUTICS INC | DSGN | 1,563,031 | $9.8M | 0.19% |
| 50 | IMMATICS N.V | IMTX | 845,000 | $9.8M | 0.19% |
| 51 | MILESTONE PHARMACEUTICALS IN | MIST | 3,256,102 | $9.3M | 0.18% |
| 52 | APYX MEDICAL CORPORATION | APYX | 1,777,194 | $8.9M | 0.17% |
| 53 | UROGEN PHARMA LTD | URGN | 857,464 | $8.9M | 0.17% |
| 54 | BLACK DIAMOND THERAPEUTICS I | BDTX | 1,700,000 | $8.6M | 0.16% |
| 55 | DERMTECH INC | 24984K105 | 2,718,356 | $7.1M | 0.13% |
| 56 | RELMADA THERAPEUTICS INC | RLMD | 2,131,835 | $5.2M | 0.10% |
| 57 | EXAGEN INC | XGN | 1,492,432 | $4.3M | 0.08% |
| 58 | AKOYA BIOSCIENCES INC | 00974H104 | 338,422 | $2.5M | 0.05% |
| 59 | MERSANA THERAPEUTICS INC | 59045L106 | 614,838 | $2.0M | 0.04% |
| 60 | ARYA SCIENCES ACQU CORP IV | G31659108 | 127,970 | $1.3M | 0.03% |
| 61 | MIROMATRIX MED INC | 60471P108 | 445,222 | $779,139 | 0.01% |
| 62 | ROCKET PHARMACEUTICALS INC | RCKTW | 350,000 | $66,500 | 0.00% |