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RTW INVESTMENTS, LP

13F
RTW INVESTMENTS, LP
Last update 2024-11-14 68 Stocks (11 new)
Value $6.91 Bil Turnover 8 %
Countries:
Top Holdings: MDGL(6.12%)AXSM(5.45%)RNA(5.40%)ARGX(5.13%)NTRA(4.76%)
Portfolio Report
Summary Stock Picks Current Portfolio
RTW INVESTMENTS, LP Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MDGL 		Madrigal Pharmaceuticals Inc
1,993,687
423100.260
+4.06%
6.120
+0.24%
9.140
+25.96%
-11.99%
5942.464
Biotechnology
AXSM 		Axsome Therapeutics Inc
4,189,557
376515.490
-9.60%
5.450
-0.55%
8.730
+4.32%
+10.93%
4563.216
Biotechnology
RNA 		Avidity Biosciences Inc
8,132,870
373542.720
-7.65%
5.400
-0.43%
6.820
-42.25%
-2.80%
3378.840
Biotechnology
ARGX 		argenx SE
654,430
354753.410
0%
5.130
0%
1.090
+22.26%
+7.47%
39370.960
Biotechnology
NTRA 		Natera Inc
2,593,323
329222.360
0%
4.760
0%
2.100
+33.44%
+6.86%
22426.377
Medical Diagnostics & Research
RCKT 		Rocket Pharmaceuticals Inc
17,687,772
326693.150
0%
4.730
0%
19.400
-42.55%
-17.46%
1101.366
Biotechnology
PTCT 		PTC Therapeutics Inc
7,393,127
274285.010
0%
3.970
0%
9.590
+14.43%
-6.97%
3272.420
Biotechnology
DYN 		Dyne Therapeutics Inc
6,818,641
244925.590
+6.76%
3.540
+0.22%
6.790
-58.14%
-37.10%
1528.524
Biotechnology
PTGX 		Protagonist Therapeutics Inc
5,426,112
244175.040
+2.64%
3.530
+0.09%
9.100
-21.88%
-4.90%
2189.930
Biotechnology
BRKR 		Bruker Corp
3,481,119
240406.080
+1.07%
3.480
+0.04%
2.300
-3.68%
+0.59%
8941.267
Medical Devices & Instruments

RTW INVESTMENTS, LP's Historical Top Holdings Breakdowns

RTW INVESTMENTS, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RXDX Prometheus Biosciences Inc2023-06-30Sold Out
-7.31%
●
107.32 ($180.27) 199.92
$199.92
10.90%
Sold Out
0
-3,272,104
MDGL 		Madrigal Pharmaceuticals Inc2024-06-30Add
+6.59%
●
193.33 ($238.04) 291.99
$272.46
14.46%
Add 382.53%
1,915,862
1,518,815
MRTX Mirati Therapeutics Inc2024-03-31Sold Out
-6.21%
●
58.7 ($58.94) 59.28
$58.70
-0.41%
Sold Out
0
-6,768,514
ALNY 		Alnylam Pharmaceuticals Inc2024-03-31Sold Out
-4.91%
●
146.51 ($166.82) 198.2
$250.38
50.09%
Sold Out
0
-1,640,559
GERN 		Geron Corp2024-09-30New Buy
+2.90%
●
4.17 ($4.55) 4.99
$2.98
-34.40%
New holding
44,111,916
44,111,916
ARVN 		Arvinas Inc2023-12-31New Buy
+2.71%
●
14.19 ($23.38) 42.33
$17.77
-23.99%
New holding
4,213,483
4,213,483
RARE 		Ultragenyx Pharmaceutical Inc2024-06-30Reduce
-2.64%
●
37.42 ($42.7) 51.61
$40.63
-4.85%
Reduce -54%
3,259,927
-3,827,188
TMO 		Thermo Fisher Scientific Inc2023-12-31Reduce
-2.57%
●
431.41 ($484.03) 532.94
$556.36
14.94%
Reduce -82.78%
50,000
-240,334
BRKR 		Bruker Corp2023-06-30Add
+2.49%
●
69.1 ($76.28) 84.02
$58.98
-22.68%
Add 149.26%
2,959,603
1,772,261
SAGE 		Sage Therapeutics Inc2023-09-30New Buy
+2.24%
●
16.75 ($28.88) 48.98
$6.97
-75.87%
New holding
5,149,482
5,149,482

RTW INVESTMENTS, LP Total Holding History ($B)

To

RTW INVESTMENTS, LP's Asset Allocation

To

RTW INVESTMENTS, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

RTW INVESTMENTS, LP's Hypothetical Growth since 2024-09-30

RTW INVESTMENTS, LP's Yearly Returns

Year Portfolio % % Excess Gain %

RTW INVESTMENTS, LP's Holdings Heat Map

Size field:

RTW INVESTMENTS, LP's Holdings Bubble Chart

RTW INVESTMENTS, LP News

  • 1

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