RI

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
+26.93%
-11.08%
5984.994
Biotechnology
AXSM 		Axsome Therapeutics Inc
4,189,557
376515.490
-9.60%
5.450
-0.55%
8.730
+8.32%
+10.65%
4543.348
Biotechnology
RNA 		Avidity Biosciences Inc
8,132,870
373542.720
-7.65%
5.400
-0.43%
6.820
-40.32%
-4.16%
3325.151
Biotechnology
ARGX 		argenx SE
654,430
354753.410
0%
5.130
0%
1.090
+22.22%
+8.25%
39576.224
Biotechnology
NTRA 		Natera Inc
2,593,323
329222.360
0%
4.760
0%
2.100
+31.97%
+7.54%
22489.746
Medical Diagnostics & Research
RCKT 		Rocket Pharmaceuticals Inc
17,687,772
326693.150
0%
4.730
0%
19.400
-34.85%
-13.54%
1156.947
Biotechnology
PTCT 		PTC Therapeutics Inc
7,393,127
274285.010
0%
3.970
0%
9.590
+12.17%
-6.67%
3260.080
Biotechnology
DYN 		Dyne Therapeutics Inc
6,818,641
244925.590
+6.76%
3.540
+0.22%
6.790
-53.83%
-34.17%
1581.443
Biotechnology
PTGX 		Protagonist Therapeutics Inc
5,426,112
244175.040
+2.64%
3.530
+0.09%
9.100
-20.40%
-1.76%
2261.149
Biotechnology
BRKR 		Bruker Corp
3,481,119
240406.080
+1.07%
3.480
+0.04%
2.300
-8.54%
-1.62%
8721.447
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
$274.41
15.28%
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
$251.01
50.47%
Sold Out
0
-1,640,559
GERN 		Geron Corp2024-09-30New Buy
+2.90%
●
4.17 ($4.55) 4.99
$3.01
-33.85%
New holding
44,111,916
44,111,916
ARVN 		Arvinas Inc2023-12-31New Buy
+2.71%
●
14.19 ($23.38) 42.33
$17.73
-24.17%
New holding
4,213,483
4,213,483
RARE 		Ultragenyx Pharmaceutical Inc2024-06-30Reduce
-2.64%
●
37.42 ($42.7) 51.61
$40.98
-4.03%
Reduce -54%
3,259,927
-3,827,188
TMO 		Thermo Fisher Scientific Inc2023-12-31Reduce
-2.57%
●
431.41 ($484.03) 532.94
$551.47
13.93%
Reduce -82.78%
50,000
-240,334
BRKR 		Bruker Corp2023-06-30Add
+2.49%
●
69.1 ($76.28) 84.02
$57.53
-24.58%
Add 149.26%
2,959,603
1,772,261
SAGE 		Sage Therapeutics Inc2023-09-30New Buy
+2.24%
●
16.75 ($28.88) 48.98
$7.26
-74.86%
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

Discussions on RTW INVESTMENTS, LP

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.