13F HOLDINGS REPORT
RTW INVESTMENTS, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001493152-25-006608
Total Value
$6.61B
Positions
72
Other Managers
0
Confidential Omitted
No
Holdings (72)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MADRIGAL PHARMACEUTICALS INC | MDGL | 1,993,687 | $615.2M | 9.30% |
| 2 | ARGENX SE | ARGX | 673,497 | $414.2M | 6.26% |
| 3 | NATERA INC | NTRA | 2,593,323 | $410.5M | 6.21% |
| 4 | AXSOME THERAPEUTICS INC | AXSM | 4,051,365 | $342.8M | 5.18% |
| 5 | PTC THERAPEUTICS INC | PTCT | 7,393,127 | $333.7M | 5.05% |
| 6 | AVIDITY BIOSCIENCES INC | 05370A108 | 7,932,870 | $230.7M | 3.49% |
| 7 | ROCKET PHARMACEUTICALS INC | RCKTW | 17,687,772 | $222.3M | 3.36% |
| 8 | ALKERMES PLC | ALKS | 7,557,835 | $217.4M | 3.29% |
| 9 | STRYKER CORPORATION | SYK | 590,221 | $212.5M | 3.21% |
| 10 | PROTAGONIST THERAPEUTICS INC | PTGX | 5,498,545 | $212.2M | 3.21% |
| 11 | INSMED INC | INSM | 3,014,558 | $208.1M | 3.15% |
| 12 | PENUMBRA INC | PEN | 862,450 | $204.8M | 3.10% |
| 13 | AKERO THERAPEUTICS INC | 00973Y108 | 6,859,823 | $190.8M | 2.89% |
| 14 | TARSUS PHARMACEUTICALS INC | TARS | 3,236,549 | $179.2M | 2.71% |
| 15 | MERUS N V | N5749R100 | 4,169,393 | $175.3M | 2.65% |
| 16 | ACADIA PHARMACEUTICALS INC | ACAD | 8,705,501 | $159.7M | 2.42% |
| 17 | BRUKER CORP | BRKRP | 2,481,119 | $145.4M | 2.20% |
| 18 | IMMUNOCORE HLDGS PLC | IMCR | 4,869,798 | $143.7M | 2.17% |
| 19 | RADNET INC | RDNT | 1,978,582 | $138.2M | 2.09% |
| 20 | CYTOKINETICS INC | CYTK | 2,721,158 | $128.0M | 1.94% |
| 21 | DYNE THERAPEUTICS INC | DYN | 5,218,641 | $123.0M | 1.86% |
| 22 | APOGEE THERAPEUTICS INC | APGE | 2,712,097 | $122.9M | 1.86% |
| 23 | ESTABLISHMENT LABS HLDGS INC | ESTA | 2,569,687 | $118.4M | 1.79% |
| 24 | MASIMO CORP | MASI | 683,294 | $112.9M | 1.71% |
| 25 | VERONA PHARMA PLC | 925050106 | 1,821,019 | $84.6M | 1.28% |
| 26 | SPYRE THERAPEUTICS INC | SYRE | 3,621,996 | $84.3M | 1.28% |
| 27 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 1,968,002 | $82.8M | 1.25% |
| 28 | GLOBUS MED INC | GMED | 972,000 | $80.4M | 1.22% |
| 29 | ZAI LAB LTD | ZLAB | 2,509,119 | $65.7M | 0.99% |
| 30 | ARVINAS INC | ARVN | 3,334,308 | $63.9M | 0.97% |
| 31 | CARGO THERAPEUTICS INC | 14179K101 | 4,124,859 | $59.5M | 0.90% |
| 32 | 89BIO INC | 282559103 | 7,478,061 | $58.5M | 0.88% |
| 33 | STOKE THERAPEUTICS INC | STOK | 5,123,525 | $56.5M | 0.85% |
| 34 | XENCOR INC | XNCR | 2,402,883 | $55.2M | 0.84% |
| 35 | CG ONCOLOGY INC | CGON | 1,701,216 | $48.8M | 0.74% |
| 36 | IMMATICS N.V | IMTX | 6,540,540 | $46.5M | 0.70% |
| 37 | UROGEN PHARMA LTD | URGN | 3,834,794 | $40.8M | 0.62% |
| 38 | ORUKA THERAPEUTICS INC | ORKA | 1,945,649 | $37.7M | 0.57% |
| 39 | ORCHESTRA BIOMED HLDGS INC | OBIO | 8,206,162 | $32.8M | 0.50% |
| 40 | NEUROGENE INC | NGNE | 1,350,256 | $30.9M | 0.47% |
| 41 | REPLIMUNE GROUP INC | REPL | 2,065,010 | $25.0M | 0.38% |
| 42 | LENZ THERAPEUTICS INC | LENZ | 863,389 | $24.9M | 0.38% |
| 43 | GH RESEARCH PLC | GHRS | 3,327,129 | $23.3M | 0.35% |
| 44 | CULLINAN THERAPEUTICS INC | CGEM | 1,705,960 | $20.8M | 0.31% |
| 45 | RAPT THERAPEUTICS INC | 75382E109 | 11,764,000 | $18.6M | 0.28% |
| 46 | ROIVANT SCIENCES LTD | ROIV | 1,454,273 | $17.2M | 0.26% |
| 47 | SAGE THERAPEUTICS INC | 78667J108 | 3,002,370 | $16.3M | 0.25% |
| 48 | UNIQURE NV | QURE | 903,625 | $16.0M | 0.24% |
| 49 | TAYSHA GENE THERAPIES INC | TSHA | 8,672,630 | $15.0M | 0.23% |
| 50 | TOURMALINE BIO INC | 89157D105 | 736,681 | $14.9M | 0.23% |
| 51 | DIANTHUS THERAPEUTICS INC | DNTH | 666,667 | $14.5M | 0.22% |
| 52 | CORVUS PHARMACEUTICALS INC | CRVS | 2,679,479 | $14.3M | 0.22% |
| 53 | IMMUNOVANT INC | IMVT | 530,614 | $13.1M | 0.20% |
| 54 | PEPGEN INC | PEPG | 3,193,097 | $12.1M | 0.18% |
| 55 | COMPASS PATHWAYS PLC | CMPS | 3,098,987 | $11.7M | 0.18% |
| 56 | WAVE LIFE SCIENCES LTD | WVE | 900,000 | $11.1M | 0.17% |
| 57 | PERCEPTIVE CAP SOLUTIONS COR | G70077105 | 742,500 | $7.6M | 0.11% |
| 58 | EXAGEN INC | XGN | 1,511,866 | $6.2M | 0.09% |
| 59 | MILESTONE PHARMACEUTICALS IN | MIST | 2,506,102 | $5.9M | 0.09% |
| 60 | IDEAYA BIOSCIENCES INC | IDYA | 200,000 | $5.1M | 0.08% |
| 61 | IMMUNIC INC | IMUX | 4,567,717 | $4.6M | 0.07% |
| 62 | BIOAGE LABS INC | BIOA | 786,353 | $4.6M | 0.07% |
| 63 | CERIBELL INC | CBLL | 150,000 | $3.9M | 0.06% |
| 64 | STRUCTURE THERAPEUTICS INC | GPCR | 125,000 | $3.4M | 0.05% |
| 65 | ACELYRIN INC | 00445A100 | 978,310 | $3.1M | 0.05% |
| 66 | REGENXBIO INC | RGNX | 350,000 | $2.7M | 0.04% |
| 67 | ESSA PHARMA INC | 29668H708 | 1,113,002 | $2.0M | 0.03% |
| 68 | ARTIVA BIOTHERAPEUTICS INC | ARTV | 148,844 | $1.5M | 0.02% |
| 69 | ALLURION TECHNOLOGIES INC | ALURW | 2,947,551 | $1.3M | 0.02% |
| 70 | CENTESSA PHARMACEUTICALS PLC | CNTA | 50,000 | $837,500 | 0.01% |
| 71 | ADAGIO MED HLDGS INC | 00534B100 | 209,361 | $219,829 | 0.00% |
| 72 | ROCKET PHARMACEUTICALS INC | RCKTW | 350,000 | $12,005 | 0.00% |