13F HOLDINGS REPORT
RTW INVESTMENTS, LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001493152-23-040729
Total Value
$4.74B
Positions
67
Other Managers
0
Confidential Omitted
No
Holdings (67)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ROCKET PHARMACEUTICALS INC | RCKTW | 17,687,772 | $362.4M | 7.65% |
| 2 | IMMUNOCORE HLDGS PLC | IMCR | 6,096,387 | $316.4M | 6.68% |
| 3 | AXSOME THERAPEUTICS INC | AXSM | 4,489,596 | $313.8M | 6.62% |
| 4 | ALNYLAM PHARMACEUTICALS INC | ALNY | 1,683,362 | $298.1M | 6.29% |
| 5 | MIRATI THERAPEUTICS INC | 60468T105 | 6,768,514 | $294.8M | 6.22% |
| 6 | ARGENX SE | ARGX | 507,195 | $249.4M | 5.26% |
| 7 | ACADIA PHARMACEUTICALS INC | ACAD | 11,576,537 | $241.3M | 5.09% |
| 8 | BRUKER CORP | BRKRP | 3,381,703 | $210.7M | 4.45% |
| 9 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 5,405,089 | $192.7M | 4.07% |
| 10 | PENUMBRA INC | PEN | 673,371 | $162.9M | 3.44% |
| 11 | PTC THERAPEUTICS INC | PTCT | 7,235,196 | $162.1M | 3.42% |
| 12 | THERMO FISHER SCIENTIFIC INC | TMO | 290,334 | $147.0M | 3.10% |
| 13 | MASIMO CORP | MASI | 1,501,493 | $131.7M | 2.78% |
| 14 | ESTABLISHMENT LABS HLDGS INC | ESTA | 2,494,138 | $122.4M | 2.58% |
| 15 | NATERA INC | NTRA | 2,651,783 | $117.3M | 2.48% |
| 16 | VERICEL CORP | VCEL | 3,291,873 | $110.3M | 2.33% |
| 17 | SAGE THERAPEUTICS INC | 78667J108 | 5,149,482 | $106.0M | 2.24% |
| 18 | CELLDEX THERAPEUTICS INC NEW | CLDX | 3,463,201 | $95.3M | 2.01% |
| 19 | PROTAGONIST THERAPEUTICS INC | PTGX | 5,415,514 | $90.3M | 1.91% |
| 20 | CYTOKINETICS INC | CYTK | 2,574,198 | $75.8M | 1.60% |
| 21 | AVADEL PHARMACEUTICALS PLC | 05337M104 | 7,136,415 | $73.5M | 1.55% |
| 22 | 10X GENOMICS INC | TXG | 1,519,956 | $62.7M | 1.32% |
| 23 | TAYSHA GENE THERAPIES INC | TSHA | 16,893,185 | $53.4M | 1.13% |
| 24 | TARSUS PHARMACEUTICALS INC | TARS | 2,880,701 | $51.2M | 1.08% |
| 25 | ORCHESTRA BIOMED HLDGS INC | OBIO | 5,620,640 | $49.0M | 1.03% |
| 26 | INSMED INC | INSM | 1,865,108 | $47.1M | 0.99% |
| 27 | MERUS N V | N5749R100 | 1,996,764 | $47.1M | 0.99% |
| 28 | APOGEE THERAPEUTICS INC | APGE | 2,142,591 | $45.6M | 0.96% |
| 29 | MADRIGAL PHARMACEUTICALS INC | MDGL | 309,485 | $45.2M | 0.95% |
| 30 | AVIDITY BIOSCIENCES INC | 05370A108 | 6,689,789 | $42.7M | 0.90% |
| 31 | GH RESEARCH PLC | GHRS | 3,327,129 | $33.4M | 0.71% |
| 32 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 500,000 | $28.5M | 0.60% |
| 33 | FULCRUM THERAPEUTICS INC | FULC | 5,818,804 | $25.8M | 0.55% |
| 34 | ILLUMINA INC | ILMN | 188,125 | $25.8M | 0.54% |
| 35 | ALKERMES PLC | ALKS | 889,073 | $24.9M | 0.53% |
| 36 | AXONICS INC | 05465P101 | 442,487 | $24.8M | 0.52% |
| 37 | SHOCKWAVE MED INC | 82489T104 | 124,000 | $24.7M | 0.52% |
| 38 | SCPHARMACEUTICALS INC | 810648105 | 3,297,843 | $23.5M | 0.50% |
| 39 | ROIVANT SCIENCES LTD | ROIV | 1,552,717 | $18.1M | 0.38% |
| 40 | STOKE THERAPEUTICS INC | STOK | 4,390,558 | $17.3M | 0.36% |
| 41 | ALLURION TECHNOLOGIES INC | ALURW | 3,457,707 | $14.9M | 0.31% |
| 42 | GUARDANT HEALTH INC | GH | 500,887 | $14.8M | 0.31% |
| 43 | PMV PHARMACEUTICALS INC | PMVP | 2,375,785 | $14.6M | 0.31% |
| 44 | UROGEN PHARMA LTD | URGN | 857,464 | $12.0M | 0.25% |
| 45 | CUTERA INC | 232109108 | 1,846,596 | $11.1M | 0.23% |
| 46 | MILESTONE PHARMACEUTICALS IN | MIST | 3,256,102 | $10.1M | 0.21% |
| 47 | ACELYRIN INC | 00445A100 | 978,310 | $9.9M | 0.21% |
| 48 | IMMATICS N.V | IMTX | 845,000 | $9.8M | 0.21% |
| 49 | OUTSET MED INC | OM | 808,658 | $8.8M | 0.19% |
| 50 | MINERALYS THERAPEUTICS INC | MLYS | 922,100 | $8.8M | 0.19% |
| 51 | STRYKER CORPORATION | SYK | 28,000 | $7.7M | 0.16% |
| 52 | RELMADA THERAPEUTICS INC | RLMD | 2,131,835 | $6.4M | 0.13% |
| 53 | IMMUNIC INC | IMUX | 4,335,255 | $6.4M | 0.13% |
| 54 | DESIGN THERAPEUTICS INC | DSGN | 2,512,986 | $5.9M | 0.13% |
| 55 | ADICET BIO INC | ACET | 4,241,472 | $5.8M | 0.12% |
| 56 | APYX MEDICAL CORPORATION | APYX | 1,777,194 | $5.7M | 0.12% |
| 57 | DERMTECH INC | 24984K105 | 2,718,356 | $3.9M | 0.08% |
| 58 | EXAGEN INC | XGN | 1,492,432 | $3.6M | 0.08% |
| 59 | SAGIMET BIOSCIENCES INC | SGMT | 400,277 | $3.5M | 0.07% |
| 60 | VIKING THERAPEUTICS INC | VKTX | 259,400 | $2.9M | 0.06% |
| 61 | OLINK HLDG AB | OLN | 163,652 | $2.4M | 0.05% |
| 62 | AKOYA BIOSCIENCES INC | 00974H104 | 338,422 | $1.6M | 0.03% |
| 63 | ARYA SCIENCES ACQU CORP IV | G31659108 | 127,970 | $1.4M | 0.03% |
| 64 | RAYZEBIO INC | 75525N107 | 46,300 | $1.0M | 0.02% |
| 65 | SIENTRA INC | 82621J204 | 304,036 | $845,220 | 0.02% |
| 66 | MIROMATRIX MED INC | 60471P108 | 445,222 | $583,241 | 0.01% |
| 67 | ROCKET PHARMACEUTICALS INC | RCKTW | 350,000 | $59,500 | 0.00% |