13F value (AUM)
$11.7B
Rtw Investments
RTW INVESTMENTS, LP
$11.7B
13F long value · 2026-Q2Positions84
CategoryAsset Manager
Quarters tracked9
● #468 of 581 by 13F value
Size rank 2/10
6 NEW7 ADD1 2×+5 TRIM1 NEAR EXIT10 EXIT
Snapshot
Rtw Investments's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
84 (9 unmapped)
Top 84 weight
100.0%
Quarters tracked
9
Latest 13F filed
Aug 14, 2026
New positions
6
Exits / near-exits
11
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| MDGL | MADRIGAL PHARMACEUTICALS INC | 9.1% | $1.1B | 2.0M | -3.1% |
| ARGX | ARGENX SE | 5.6% | $658.2M | 709.4K | -15.5% |
| PTCT | PTC THERAPEUTICS INC | 5.4% | $631.9M | 7.7M | -15.1% |
| PTGX | PROTAGONIST THERAPEUTICS INC | 5.3% | $620.4M | 5.1M | -19.6% |
| CGON | CG ONCOLOGY INC | 5.2% | $605.0M | 8.5M | -6.0% |
| INSM | INSMED INC | 4.4% | $516.3M | 4.8M | +27.5% |
| TNGX | TANGO THERAPEUTICS INC | 3.7% | $434.5M | 13.9M | -15.8% |
| SYRE | SPYRE THERAPEUTICS INC | 3.2% | $377.5M | 4.3M | -19.0% |
| CELC | CELCUITY INC | 3.0% | $345.8M | 3.3M | +20.1% |
| ERAS | ERASCA INC | 2.8% | $328.8M | 17.9M | +4.5% |
| RDNT | RADNET INC | 2.6% | $298.9M | 4.8M | -6.4% |
| ORKA | ORUKA THERAPEUTICS INC | 2.6% | $298.7M | 3.1M | -19.7% |
| NTRA | NATERA INC | 2.3% | $271.4M | 1.0M | -24.7% |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | 2.2% | $260.3M | 7.8M | -28.2% |
| IRTC | IRHYTHM HOLDINGS INC | 2.2% | $259.6M | 2.2M | +5.9% |
Quarterly changes — 2026-Q2
What Rtw Investments opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| NEW | KLRA | KAILERA THERAPEUTICS INC | — | 10.8M | — | +$237.4M |
| EXIT | APGE | APOGEE THERAPEUTICS INC | 2.8M | 0 | -100.0% | -$234.2M |
| ADD | ORKA | ORUKA THERAPEUTICS INC | 2.1M | 3.1M | +52.5% | +$197.8M |
| 2×+ | RARE | ULTRAGENYX PHARMACEUTICAL IN | 3.6M | 7.8M | +113.7% | +$183.9M |
| EXIT | APLS | APELLIS PHARMACEUTICALS INC | 3.7M | 0 | -100.0% | -$148.2M |
| ADD | — | UNIQURE NV | 2.6M | 3.9M | +52.4% | +$139.3M |
| TRIM | COGT | COGENT BIOSCIENCES INC | 5.5M | 2.3M | -57.7% | -$120.7M |
| EXIT | ISRG | INTUITIVE SURGICAL INC | 220.0K | 0 | -100.0% | -$101.4M |
| NEW | GPCR | STRUCTURE THERAPEUTICS INC | — | 1.6M | — | +$86.3M |
| EXIT | CNTA | CENTESSA PHARMACEUTICALS PLC | 2.1M | 0 | -100.0% | -$81.6M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.