Rtw Investments, Lp Top Holdings and 13F Report (2025) About Rtw Investments, LpInvestment ActivityRtw Investments, Lp has $6.61 billion in total holdings as of December 31, 2024.Rtw Investments, Lp owns shares of 72 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 8.78% of the portfolio was purchased this quarter.About 10.70% of the portfolio was sold this quarter.This quarter, Rtw Investments, Lp has purchased 68 new stocks and bought additional shares in 21 stocks.Rtw Investments, Lp sold shares of 16 stocks and completely divested from 5 stocks this quarter.Largest Holdings Madrigal Pharmaceuticals $615,191,998argenx $414,200,655Natera $410,523,031Axsome Therapeutics $342,785,993PTC Therapeutics $333,725,753 Largest New Holdings this Quarter Verona Pharma $84,568,122 HoldingGlobus Medical $80,394,120 HoldingZai Lab $65,713,827 HoldingRAPT Therapeutics $18,587,120 HoldingCorvus Pharmaceuticals $14,335,213 Holding Largest Purchases this Quarter Verona Pharma 1,821,019 shares (about $84.57M)Globus Medical 972,000 shares (about $80.39M)Stryker 193,300 shares (about $69.60M)Zai Lab 2,509,119 shares (about $65.71M)Xencor 1,827,883 shares (about $42.00M) Largest Sales this Quarter Masimo 779,106 shares (about $128.79M)ACADIA Pharmaceuticals 5,002,005 shares (about $91.79M)Bruker 1,000,000 shares (about $58.62M)DYNE THERAPEUTICS INC 1,600,000 shares (about $37.70M)Immatics 3,459,460 shares (about $24.60M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRtw Investments, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMDGLMadrigal Pharmaceuticals$615,191,9980.0%1,993,6879.3%MedicalARGXargenx$414,200,655$11,726,205 ▲2.9%673,4976.3%MedicalNTRANatera$410,523,0310.0%2,593,3236.2%MedicalAXSMAxsome Therapeutics$342,785,993$11,692,425 ▼-3.3%4,051,3655.2%MedicalPTCTPTC Therapeutics$333,725,7530.0%7,393,1275.0%MedicalRNAAvidity Biosciences$230,687,860$5,816,000 ▼-2.5%7,932,8703.5%MedicalRCKTRocket Pharmaceuticals$222,335,2940.0%17,687,7723.4%MedicalALKSAlkermes$217,363,335$25,993,346 ▲13.6%7,557,8353.3%MedicalSYKStryker$212,509,071$69,597,665 ▲48.7%590,2213.2%MedicalPTGXProtagonist Therapeutics$212,243,837$2,795,914 ▲1.3%5,498,5453.2%MedicalINSMInsmed$208,125,084$17,774,348 ▼-7.9%3,014,5583.1%MedicalPENPenumbra$204,814,626$15,839,916 ▲8.4%862,4503.1%MedicalAKROAkero Therapeutics$190,840,276$26,161,594 ▲15.9%6,859,8232.9%MedicalTARSTarsus Pharmaceuticals$179,207,718$9,741,632 ▼-5.2%3,236,5492.7%MedicalMRUSMerus$175,322,9760.0%4,169,3932.7%MedicalACADACADIA Pharmaceuticals$159,745,943$91,786,792 ▼-36.5%8,705,5012.4%MedicalBRKRBruker$145,443,196$58,620,000 ▼-28.7%2,481,1192.2%Computer and TechnologyIMCRImmunocore$143,659,0410.0%4,869,7982.2%MedicalRDNTRadNet$138,184,167$11,871,264 ▲9.4%1,978,5822.1%MedicalCYTKCytokinetics$128,003,2720.0%2,721,1581.9%MedicalDYNE THERAPEUTICS INC$122,951,182$37,696,000 ▼-23.5%5,218,6411.9%COMAPOGEE THERAPEUTICS INC$122,857,994$45 ▲0.0%2,712,0971.9%COMESTAEstablishment Labs$118,385,480$3,502,057 ▼-2.9%2,569,6871.8%MedicalMASIMasimo$112,948,498$128,786,222 ▼-53.3%683,2941.7%MedicalVRNAVerona Pharma$84,568,122$84,568,122 ▲New Holding1,821,0191.3%MedicalSPYRE THERAPEUTICS INC$84,320,067$8,465,446 ▲11.2%3,621,9961.3%COM NEWRAREUltragenyx Pharmaceutical$82,793,8440.0%1,968,0021.3%MedicalGMEDGlobus Medical$80,394,120$80,394,120 ▲New Holding972,0001.2%MedicalZLABZai Lab$65,713,827$65,713,827 ▲New Holding2,509,1191.0%MedicalARVNArvinas$63,918,684$10,581,437 ▲19.8%3,334,3081.0%MedicalCARGO THERAPEUTICS INC$59,480,467$373,536 ▲0.6%4,124,8590.9%COMETNB89bio$58,478,437$778,192 ▲1.3%7,478,0610.9%MedicalSTOKStoke Therapeutics$56,512,481$5,197,777 ▲10.1%5,123,5250.9%MedicalXNCRXencor$55,218,251$42,004,751 ▲317.9%2,402,8830.8%MedicalCG ONCOLOGY INC$48,790,875$10,242,833 ▲26.6%1,701,2160.7%COMIMTXImmatics$46,503,239$24,596,760 ▼-34.6%6,540,5400.7%MedicalURGNUroGen Pharma$40,840,556$505,311 ▲1.3%3,834,7940.6%MedicalORUKA THERAPEUTICS INC$37,726,134$1,842,069 ▲5.1%1,945,6490.6%COMOBIOOrchestra BioMed$32,824,648$12 ▲0.0%8,206,1620.5%MedicalNEUROGENE INC$30,866,852$4,914,900 ▲18.9%1,350,2560.5%COMREPLReplimune Group$25,007,271$11,277,110 ▲82.1%2,065,0100.4%MedicalLENZ THERAPEUTICS INC$24,926,0400.0%863,3890.4%COMGHRSGH Research$23,289,9030.0%3,327,1290.4%MedicalCGEMCullinan Therapeutics$20,778,5930.0%1,705,9600.3%MedicalRAPTRAPT Therapeutics$18,587,120$18,587,120 ▲New Holding11,764,0000.3%MedicalROIVRoivant Sciences$17,204,0500.0%1,454,2730.3%MedicalSAGESage Therapeutics$16,302,869$14,060,062 ▼-46.3%3,002,3700.2%MedicalQUREuniQure$15,958,018$15,781,418 ▲8,936.3%903,6250.2%MedicalTSHATaysha Gene Therapies$15,003,650$10,853,657 ▼-42.0%8,672,6300.2%MedicalTOURMALINE BIO INC$14,939,891$100,893 ▼-0.7%736,6810.2%COMDIANTHUS THERAPEUTICS INC$14,533,3410.0%666,6670.2%COMCRVSCorvus Pharmaceuticals$14,335,213$14,335,213 ▲New Holding2,679,4790.2%MedicalIMVTImmunovant$13,143,309$13,143,309 ▲New Holding530,6140.2%MedicalPEPGPepGen$12,101,838$12,101,838 ▲New Holding3,193,0970.2%MedicalCMPSCOMPASS Pathways$11,714,171$11,714,171 ▲New Holding3,098,9870.2%MedicalWVEWave Life Sciences$11,133,0000.0%900,0000.2%MedicalPERCEPTIVE CAP SOLUTIONS COR$7,558,6500.0%742,5000.1%CL A ORD SHSXGNExagen$6,198,6510.0%1,511,8660.1%MedicalMISTMilestone Pharmaceuticals$5,914,401$1,770,000 ▼-23.0%2,506,1020.1%MedicalIDYAIDEAYA Biosciences$5,140,0000.0%200,0000.1%MedicalIMUXImmunic$4,567,7170.0%4,567,7170.1%MedicalBIOAGE LABS INC$4,552,9840.0%786,3530.1%COMCERIBELL INC$3,882,000$3,882,000 ▲New Holding150,0000.1%COMGPCRStructure Therapeutics$3,390,0000.0%125,0000.1%MedicalSLRNAcelyrin$3,071,8930.0%978,3100.0%MedicalRGNXREGENXBIO$2,705,5000.0%350,0000.0%MedicalEPIXESSA Pharma$1,992,274$3,845,805 ▼-65.9%1,113,0020.0%MedicalARTIVA BIOTHERAPEUTICS INC$1,500,3480.0%148,8440.0%COMALLURION TECHNOLOGIES INC$1,267,447$322,499 ▼-20.3%2,947,5510.0%COM SHSCNTACentessa Pharmaceuticals$837,5000.0%50,0000.0%MedicalADAGIO MED HLDGS INC$219,8290.0%209,3610.0%COMRCKTWRocket Pharmaceuticals$12,0050.0%350,0000.0%MedicalGERNGeron$0$200,268,099 ▼-100.0%00.0%MedicalGKOSGlaukos$0$50,325,991 ▼-100.0%00.0%MedicalTEMPUS AI INC$0$22,640,000 ▼-100.0%00.0%CL ATXG10x Genomics$0$11,354,488 ▼-100.0%00.0%MedicalSAB BIOTHERAPEUTICS INC$0$1,715,245 ▼-100.0%00.0%COM NEWShowing largest 100 holdings. 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