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RTW Investments reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 14 August 2026, signed by Roderick Wong, Managing Partner. Retrieved 14 October 2026.

$11.71B
Reported 13F value
84
Positions
47.7%
In the 10 largest
+16.5%
Value vs. prior quarter

RTW Investments’ reported 13F holdings total $11.71B across 84 positions as of 30 June 2026. The ten largest make up 47.7% of it, and its value rose 16.5% from the prior quarter.

Form 13F lists long positions in exchange-traded securities over which the filer had investment discretion, valued at quarter end. It excludes cash, bonds held outside 13(f) securities, private funds, and assets the firm does not have discretion over, so the $11.71B reported here is not the firm's $14.14B in regulatory assets, and it does not represent any individual client's portfolio.

Largest positions

Madrigal Pharmaceuticals Inc.COM$1,070,510,235
Class
COM
Share
9.1%
Argenx SESPONSORED ADR$658,202,715
Class
SPONSORED ADR
Share
5.6%
Ptc Therapeutics Inc.COM$631,875,072
Class
COM
Share
5.4%
Protagonist Therapeutics Inc.COM$620,398,832
Class
COM
Share
5.3%
CG Oncology Inc.COM$604,961,620
Class
COM
Share
5.2%
Insmed Inc.COM PAR $.01$516,347,866
Class
COM PAR $.01
Share
4.4%
Tango Therapeutics Inc.COM$434,533,381
Class
COM
Share
3.7%
Spyre Therapeutics Inc.COM NEW$377,492,205
Class
COM NEW
Share
3.2%
Celcuity Inc.COM$345,758,952
Class
COM
Share
3.0%
Erasca Inc.COM$328,784,533
Class
COM
Share
2.8%
Radnet Inc.COM$298,911,900
Class
COM
Share
2.6%
Oruka Therapeutics Inc.COM$298,741,485
Class
COM
Share
2.6%
Natera Inc.COM$271,450,000
Class
COM
Share
2.3%
Ultragenyx Pharmaceutical INCOM$260,338,324
Class
COM
Share
2.2%
Irhythm Holdings Inc.COM$259,623,957
Class
COM
Share
2.2%
Cytokinetics Inc.COM NEW$243,814,036
Class
COM NEW
Share
2.1%
Kailera Therapeutics Inc.COMMON STOCK$237,413,345
Class
COMMON STOCK
Share
2.0%
Establishment Labs Hldgs Inc.COM$227,885,188
Class
COM
Share
1.9%
Guardant Health Inc.COM$222,199,381
Class
COM
Share
1.9%
Neurocrine Biosciences Inc.COM$213,689,740
Class
COM
Share
1.8%
Tarsus Pharmaceuticals Inc.COM$211,293,293
Class
COM
Share
1.8%
Stoke Therapeutics Inc.COM$184,001,738
Class
COM
Share
1.6%
Uniqure NVSHS$181,548,806
Class
SHS
Share
1.5%
Acadia Pharmaceuticals Inc.COM$180,756,457
Class
COM
Share
1.5%
Repligen Corp.COM$169,272,512
Class
COM
Share
1.4%
Urogen Pharma LtdCOM$167,215,336
Class
COM
Share
1.4%
GH Research PLCORDINARY SHARES$159,500,947
Class
ORDINARY SHARES
Share
1.4%
Immunocore Hldgs PLCADS$154,616,087
Class
ADS
Share
1.3%
Compass Pathways PLCSPONSORED ADS$151,418,782
Class
SPONSORED ADS
Share
1.3%
Immatics N.vSHS$131,144,763
Class
SHS
Share
1.1%
Zai Lab LtdADR$124,906,608
Class
ADR
Share
1.1%
Immunovant Inc.COM$122,442,522
Class
COM
Share
1.0%
Belite Bio Inc.SPONSORED ADS$110,150,398
Class
SPONSORED ADS
Share
0.9%
Xencor Inc.COM$109,117,122
Class
COM
Share
0.9%
Taysha Gene Therapies Inc.COM SHS$92,345,357
Class
COM SHS
Share
0.8%
Cogent Biosciences Inc.COM$89,359,113
Class
COM
Share
0.8%
Alkermes PLCSHS$87,623,093
Class
SHS
Share
0.7%
Structure Therapeutics Inc.SPONSORED ADS$86,274,901
Class
SPONSORED ADS
Share
0.7%
Replimune Group Inc.COM$82,046,202
Class
COM
Share
0.7%
Castle Biosciences Inc.COM$66,263,290
Class
COM
Share
0.6%
Candel Therapeutics Inc.COM$66,146,785
Class
COM
Share
0.6%
Rocket Pharmaceuticals Inc.COM$60,492,180
Class
COM
Share
0.5%
Kodiak Sciences Inc.COM$57,969,909
Class
COM
Share
0.5%
Aktis Oncology Inc.COM$51,311,546
Class
COM
Share
0.4%
Axogen Inc.COM$46,724,695
Class
COM
Share
0.4%
Danaher Corp. DelCOM$43,810,400
Class
COM
Share
0.4%
Cullinan Therapeutics Inc.COM$43,054,759
Class
COM
Share
0.4%
Neurogene Inc.COM$42,849,241
Class
COM
Share
0.4%
Hinge Health Inc.CL A$41,500,000
Class
CL A
Share
0.4%
Orchestra Biomed Hldgs Inc.COM$41,234,412
Class
COM
Share
0.4%

The share class is shown on a wider screen.

The 50 largest of 84 positions by value, with holdings of the same security combined. The 84 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1493215
File number
028-16670
Options
0 call, 0 put
In the 25 largest
77.3%
Prior quarter
$10,049,752,600 at 31 March 2026
Positions opened
9
Positions closed
13

Common questions

What are RTW Investments’ 13F holdings worth?

$11,712,926,784 across 84 positions for the quarter ended 30 June 2026.

What is RTW Investments’ largest 13F holding?

MADRIGAL PHARMACEUTICALS INC (COM) was the largest position at $1,070,510,235, or 9.1% of reported 13F value, as of 30 June 2026.

How concentrated is RTW Investments’ 13F portfolio?

The ten largest positions accounted for 47.7% of reported value and the twenty-five largest for 77.3%, across 84 positions as of 30 June 2026.

Does Form 13F show everything RTW Investments manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does RTW Investments file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the RTW Investments profile

Sources

  1. Form 13F-HR, accession 0001493215-26-000164, filed 14 August 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001493215-26-000130, filed 15 May 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

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This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of RTW Investments LP, and Niva Wealth is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.