13F holdings
RTW INVESTMENTS, LP portfolio
Managed by . 88 reported positions worth $10.0B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
$10.0B
Book value
88
Positions
50%
Top 10 weight
+9
New this quarter
-12
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 45 days old on 2026-05-15, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (9)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| WAY | WAYSTAR HLDG CORP | $39.3M | 1,630,000 | 0.39% |
| CADL | CANDEL THERAPEUTICS INC | $31.5M | 6,422,018 | 0.31% |
| AKTS | AKTIS ONCOLOGY INC | $28.5M | 1,592,043 | 0.28% |
| DNTH | DIANTHUS THERAPEUTICS INC | $20.8M | 248,063 | 0.21% |
| IPSC | CENTURY THERAPEUTICS INC | $19.7M | 8,695,652 | 0.20% |
| AVTX | AVALO THERAPEUTICS INC | $12.8M | 856,962 | 0.13% |
| OCGN | OCUGEN INC | $12.1M | 6,666,666 | 0.12% |
| ATAI | ATAIBECKLEY INC | $7.1M | 2,000,000 | 0.07% |
| DFTX | DEFINIUM THERAPEUTICS INC | $5.7M | 300,000 | 0.06% |
Closed out (12)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| PEN | PENUMBRA INC | $269.4M | 866,499 | 0.00% |
| AXSM | AXSOME THERAPEUTICS INC | $162.2M | 888,001 | 0.00% |
| PODD | INSULET CORP | $92.3M | 324,600 | 0.00% |
| MASI* | MASIMO CORP | $88.9M | 683,294 | 0.00% |
| RAPT | RAPT THERAPEUTICS INC | $55.5M | 1,637,165 | 0.00% |
| TEM | TEMPUS AI INC | $11.8M | 200,000 | 0.00% |
| IQV | IQVIA HLDGS INC | $10.4M | 46,000 | 0.00% |
| ATAI BECKLEY NV | ATAI BECKLEY NV | $8.2M | 2,000,000 | 0.00% |
| ALLURION TECHNOLOGIES IN | ALLURION TECHNOLOGIES INC | $7.2M | 5,891,430 | 0.00% |
| GPCR | STRUCTURE THERAPEUTICS INC | $7.0M | 100,000 | 0.00% |
| BRD1EUR | MIND MEDICINE MINDMED INC | $4.0M | 300,000 | 0.00% |
| CRVS | CORVUS PHARMACEUTICALS INC | $3.4M | 447,607 | 0.00% |
Added to (25)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| ARGX | ARGENX SE | $518.1M | 709,446 | 5.16% | +5% |
| CGON | CG ONCOLOGY INC | $472.7M | 6,984,808 | 4.70% | +247% |
| CELC | CELCUITY INC | $346.9M | 3,039,621 | 3.45% | +452% |
| TNGX | TANGO THERAPEUTICS INC | $278.2M | 13,300,620 | 2.77% | +792% |
| ERAS | ERASCA INC | $261.4M | 16,157,175 | 2.60% | +10917% |
| RDNT | RADNET INC | $239.5M | 4,285,000 | 2.38% | +9% |
| APGE | APOGEE THERAPEUTICS INC | $234.2M | 2,782,097 | 2.33% | +3% |
| IRTC | IRHYTHM HOLDINGS INC | $196.9M | 1,668,500 | 1.96% | +41% |
| STOK | STOKE THERAPEUTICS INC | $183.1M | 5,623,525 | 1.82% | +1% |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $150.8M | 2,655,695 | 1.50% | +3% |
| RGEN | REPLIGEN CORP | $142.1M | 1,206,000 | 1.41% | +13% |
| IMMATICS N.V | IMMATICS N.V | $126.6M | 12,869,340 | 1.26% | +13% |
| ISRG | INTUITIVE SURGICAL INC | $101.4M | 220,000 | 1.01% | +117% |
| 260 | CENTESSA PHARMACEUTICALS PLC | $81.6M | 2,054,175 | 0.81% | +15% |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $76.4M | 3,648,795 | 0.76% | +22% |
Trimmed (12)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| JBIO | JADE BIOSCIENCES INC | $8.1M | 573,205 | 0.08% | -60% |
| SYK | STRYKER CORPORATION | $32.9M | 100,000 | 0.33% | -59% |
| LRMR | LARIMAR THERAPEUTICS INC | $6.8M | 1,500,000 | 0.07% | -52% |
| APLSUSD | APELLIS PHARMACEUTICALS INC | $148.2M | 3,685,045 | 1.48% | -52% |
| XGN | EXAGEN INC | $1.2M | 395,231 | 0.01% | -50% |
| UNIQURE NV | UNIQURE NV | $42.3M | 2,586,356 | 0.42% | -30% |
| COGT | COGENT BIOSCIENCES INC | $210.1M | 5,458,675 | 2.09% | -28% |
| BBNX | BETA BIONICS INC | $20.0M | 2,000,000 | 0.20% | -20% |
| NTRA | NATERA INC | $250.0M | 1,250,000 | 2.49% | -17% |
| TSHA | TAYSHA GENE THERAPIES INC | $61.2M | 13,680,248 | 0.61% | -17% |
| ZLAB | ZAI LAB LTD | $123.7M | 6,574,032 | 1.23% | -6% |
| TENX | TENAX THERAPEUTICS INC | $5.9M | 370,246 | 0.06% | -2% |
The book
All reported holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| MDGL | MADRIGAL PHARMACEUTICALS INC | $1.0B | 1,993,687 | 10.38% | — |
| INSM | INSMED INC | $791.9M | 4,842,880 | 7.88% | — |
| PTGX | PROTAGONIST THERAPEUTICS INC | $533.2M | 5,059,053 | 5.31% | — |
| PTCT | PTC THERAPEUTICS INC | $527.8M | 7,746,415 | 5.25% | — |
| ARGX | ARGENX SE | $518.1M | 709,446 | 5.16% | — |
| CGON | CG ONCOLOGY INC | $472.7M | 6,984,808 | 4.70% | — |
| CELC | CELCUITY INC | $346.9M | 3,039,621 | 3.45% | — |
| TNGX | TANGO THERAPEUTICS INC | $278.2M | 13,300,620 | 2.77% | — |
| ERAS | ERASCA INC | $261.4M | 16,157,175 | 2.60% | — |
| NTRA | NATERA INC | $250.0M | 1,250,000 | 2.49% | — |
| RDNT | RADNET INC | $239.5M | 4,285,000 | 2.38% | — |
| TARS | TARSUS PHARMACEUTICALS INC | $234.7M | 3,346,025 | 2.34% | — |
| APGE | APOGEE THERAPEUTICS INC | $234.2M | 2,782,097 | 2.33% | — |
| SYRE | SPYRE THERAPEUTICS INC | $210.4M | 4,171,996 | 2.09% | — |
| COGT | COGENT BIOSCIENCES INC | $210.1M | 5,458,675 | 2.09% | — |
| IRTC | IRHYTHM HOLDINGS INC | $196.9M | 1,668,500 | 1.96% | — |
| STOK | STOKE THERAPEUTICS INC | $183.1M | 5,623,525 | 1.82% | — |
| CYTK | CYTOKINETICS INC | $179.4M | 2,721,158 | 1.78% | — |
| ACAD | ACADIA PHARMACEUTICALS INC | $159.0M | 7,144,524 | 1.58% | — |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $150.8M | 2,655,695 | 1.50% | — |
| APLSUSD | APELLIS PHARMACEUTICALS INC | $148.2M | 3,685,045 | 1.48% | — |
| IMCR | IMMUNOCORE HLDGS PLC | $146.8M | 4,869,798 | 1.46% | — |
| RGEN | REPLIGEN CORP | $142.1M | 1,206,000 | 1.41% | — |
| NBIX | NEUROCRINE BIOSCIENCES INC | $139.9M | 1,062,072 | 1.39% | — |
| GH | GUARDANT HEALTH INC | $136.8M | 1,481,033 | 1.36% | — |
| IMMATICS N.V | IMMATICS N.V | $126.6M | 12,869,340 | 1.26% | — |
| ZLAB | ZAI LAB LTD | $123.7M | 6,574,032 | 1.23% | — |
| BLTE | BELITE BIO INC | $114.1M | 715,332 | 1.13% | — |
| ISRG | INTUITIVE SURGICAL INC | $101.4M | 220,000 | 1.01% | — |
| ORKA | ORUKA THERAPEUTICS INC | $101.0M | 2,058,148 | 1.00% | — |
| GHRS | GH RESEARCH PLC | $83.4M | 5,933,815 | 0.83% | — |
| XNCR | XENCOR INC | $81.7M | 6,777,461 | 0.81% | — |
| URGN | UROGEN PHARMA LTD | $81.7M | 4,543,895 | 0.81% | — |
| 260 | CENTESSA PHARMACEUTICALS PLC | $81.6M | 2,054,175 | 0.81% | — |
| IMVT | IMMUNOVANT INC | $78.9M | 3,177,849 | 0.79% | — |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $76.4M | 3,648,795 | 0.76% | — |
| HNGE | HINGE HEALTH INC | $74.4M | 1,930,000 | 0.74% | — |
| CSTL | CASTLE BIOSCIENCES INC | $67.7M | 2,758,335 | 0.67% | — |
| RCKT | ROCKET PHARMACEUTICALS INC | $63.3M | 17,687,772 | 0.63% | — |
| TSHA | TAYSHA GENE THERAPIES INC | $61.2M | 13,680,248 | 0.61% | — |
| ALKS | ALKERMES PLC | $59.1M | 1,672,356 | 0.59% | — |
| CMPS | COMPASS PATHWAYS PLC | $58.8M | 10,632,390 | 0.59% | — |
| KOD | KODIAK SCIENCES INC | $56.7M | 1,487,934 | 0.56% | — |
| REPL | REPLIMUNE GROUP INC | $56.3M | 7,356,916 | 0.56% | — |
| CRNX | CRINETICS PHARMACEUTICALS IN | $52.7M | 1,451,326 | 0.52% | — |
| UNIQURE NV | UNIQURE NV | $42.3M | 2,586,356 | 0.42% | — |
| WAY | WAYSTAR HLDG CORP | $39.3M | 1,630,000 | 0.39% | — |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $36.7M | 585,682 | 0.37% | — |
| OBIO | ORCHESTRA BIOMED HLDGS INC | $35.3M | 8,306,063 | 0.35% | — |
| VSTM | VERASTEM INC | $34.9M | 6,576,306 | 0.35% | — |
| EVMN | EVOMMUNE INC | $34.5M | 1,502,235 | 0.34% | — |
| SYK | STRYKER CORPORATION | $32.9M | 100,000 | 0.33% | — |
| SVRA | SAVARA INC | $32.5M | 5,952,380 | 0.32% | — |
| CADL | CANDEL THERAPEUTICS INC | $31.5M | 6,422,018 | 0.31% | — |
| AQST | AQUESTIVE THERAPEUTICS INC | $30.8M | 7,426,471 | 0.31% | — |
| AKTS | AKTIS ONCOLOGY INC | $28.5M | 1,592,043 | 0.28% | — |
| NGNE | NEUROGENE INC | $27.5M | 1,362,456 | 0.27% | — |
| CGEM | CULLINAN THERAPEUTICS INC | $24.2M | 1,705,960 | 0.24% | — |
| CMPX | COMPASS THERAPEUTICS INC | $22.1M | 4,186,599 | 0.22% | — |
| DNTH | DIANTHUS THERAPEUTICS INC | $20.8M | 248,063 | 0.21% | — |
| FLGT | FULGENT GENETICS INC | $20.5M | 1,289,000 | 0.20% | — |
| BBNX | BETA BIONICS INC | $20.0M | 2,000,000 | 0.20% | — |
| KYMR | KYMERA THERAPEUTICS INC | $20.0M | 240,000 | 0.20% | — |
| IPSC | CENTURY THERAPEUTICS INC | $19.7M | 8,695,652 | 0.20% | — |
| BEAM | BEAM THERAPEUTICS INC | $13.6M | 570,394 | 0.14% | — |
| AVTX | AVALO THERAPEUTICS INC | $12.8M | 856,962 | 0.13% | — |
| OCGN | OCUGEN INC | $12.1M | 6,666,666 | 0.12% | — |
| HTFL | HEARTFLOW INC | $12.0M | 495,000 | 0.12% | — |
| 1U5 | WAVE LIFE SCIENCES LTD | $9.8M | 1,350,000 | 0.10% | — |
| FRNM | PERCEPTIVE CAP SOLUTIONS COR | $8.1M | 742,500 | 0.08% | — |
| JBIO | JADE BIOSCIENCES INC | $8.1M | 573,205 | 0.08% | — |
| CAPR | CAPRICOR THERAPEUTICS INC | $7.6M | 250,000 | 0.08% | — |
| MIST | MILESTONE PHARMACEUTICALS IN | $7.5M | 6,331,001 | 0.07% | — |
| KLRS | KALARIS THERAPEUTICS INC | $7.5M | 1,300,000 | 0.07% | — |
| IVA | INVENTIVA SA | $7.2M | 1,298,702 | 0.07% | — |
| ATAI | ATAIBECKLEY INC | $7.1M | 2,000,000 | 0.07% | — |
| CBIO | CRESCENT BIOPHARMA INC. | $6.8M | 372,856 | 0.07% | — |
| LRMR | LARIMAR THERAPEUTICS INC | $6.8M | 1,500,000 | 0.07% | — |
| TENX | TENAX THERAPEUTICS INC | $5.9M | 370,246 | 0.06% | — |
| DFTX | DEFINIUM THERAPEUTICS INC | $5.7M | 300,000 | 0.06% | — |
| LMRI | LUMEXA IMAGING HOLDINGS INC | $5.6M | 650,000 | 0.06% | — |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $4.4M | 475,737 | 0.04% | — |
| MDLN | MEDLINE INC | $3.1M | 70,000 | 0.03% | — |
| OMDA | OMADA HEALTH INC | $2.5M | 200,000 | 0.03% | — |
| IRON | DISC MEDICINE INC | $1.9M | 30,000 | 0.02% | — |
| IMA | IMAGENEBIO INC | $1.7M | 334,445 | 0.02% | — |
| XGN | EXAGEN INC | $1.2M | 395,231 | 0.01% | — |
| RCKTW | ROCKET PHARMACEUTICALS INC | $7,210 | 350,000 | 0.00% | — |
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by RTW INVESTMENTS, LP (CIK 1493215, accession 0001493215-26-000130). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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