Rtw Investments, Lp Top Holdings and 13F Report (2024) About Rtw Investments, LpInvestment ActivityRtw Investments, Lp has $6.91 billion in total holdings as of September 30, 2024.Rtw Investments, Lp owns shares of 68 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 7.84% of the portfolio was purchased this quarter.About 5.73% of the portfolio was sold this quarter.This quarter, Rtw Investments, Lp has purchased 68 new stocks and bought additional shares in 14 stocks.Rtw Investments, Lp sold shares of 10 stocks and completely divested from 11 stocks this quarter.Largest Holdings Madrigal Pharmaceuticals $423,100,255Axsome Therapeutics $376,515,488Avidity Biosciences $373,542,719argenx $354,753,414Natera $329,222,355 Largest New Holdings this Quarter Geron $200,268,099 HoldingStryker $143,391,680 HoldingORUKA THERAPEUTICS INC $45,359,382 HoldingBIOAGE LABS INC $16,356,142 HoldingXencor $11,563,250 Holding Largest Purchases this Quarter Geron 44,111,916 shares (about $200.27M)Stryker 396,921 shares (about $143.39M)ORUKA THERAPEUTICS INC 1,850,648 shares (about $45.36M)Madrigal Pharmaceuticals 77,825 shares (about $16.52M)BIOAGE LABS INC 786,353 shares (about $16.36M) Largest Sales this Quarter Ultragenyx Pharmaceutical 1,291,925 shares (about $71.77M)Axsome Therapeutics 444,774 shares (about $39.97M)Avidity Biosciences 673,968 shares (about $30.96M)Insmed 368,100 shares (about $26.87M)Alkermes 402,955 shares (about $11.28M) 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$423,100,255$16,516,021 ▲4.1%1,993,6876.1%MedicalAXSMAxsome Therapeutics$376,515,488$39,971,839 ▼-9.6%4,189,5575.4%MedicalRNAAvidity Biosciences$373,542,719$30,955,350 ▼-7.7%8,132,8705.4%MedicalARGXargenx$354,753,4140.0%654,4305.1%MedicalNTRANatera$329,222,3550.0%2,593,3234.8%MedicalRCKTRocket Pharmaceuticals$326,693,1490.0%17,687,7724.7%MedicalPTCTPTC Therapeutics$274,285,0120.0%7,393,1274.0%MedicalDYNE THERAPEUTICS INC$244,925,585$15,499,588 ▲6.8%6,818,6413.5%COMPTGXProtagonist Therapeutics$244,175,040$6,286,860 ▲2.6%5,426,1123.5%MedicalBRKRBruker$240,406,078$2,556,877 ▲1.1%3,481,1193.5%Computer and TechnologyINSMInsmed$238,856,584$26,871,300 ▼-10.1%3,272,0083.5%MedicalACADACADIA Pharmaceuticals$210,821,4420.0%13,707,5063.1%MedicalMRUSMerus$208,302,8740.0%4,169,3933.0%MedicalGERNGeron$200,268,099$200,268,099 ▲New Holding44,111,9162.9%MedicalMASIMasimo$194,981,7920.0%1,462,4002.8%MedicalALKSAlkermes$186,246,384$11,278,710 ▼-5.7%6,654,0332.7%MedicalAKROAkero Therapeutics$169,828,590$13,984,940 ▲9.0%5,919,4352.5%MedicalAPOGEE THERAPEUTICS INC$159,308,5190.0%2,712,0962.3%COMPENPenumbra$154,622,183$10,423,760 ▲7.2%795,7502.2%MedicalIMCRImmunocore$151,596,8120.0%4,869,7982.2%MedicalCYTKCytokinetics$143,677,1420.0%2,721,1582.1%MedicalSYKStryker$143,391,680$143,391,680 ▲New Holding396,9212.1%MedicalRDNTRadNet$125,499,032$3,289,502 ▼-2.6%1,808,6041.8%MedicalESTAEstablishment Labs$114,479,569$1,298,100 ▼-1.1%2,645,7031.7%MedicalIMTXImmatics$114,100,0000.0%10,000,0001.7%MedicalTARSTarsus Pharmaceuticals$112,236,6650.0%3,412,4861.6%MedicalRAREUltragenyx Pharmaceutical$109,322,511$71,766,434 ▼-39.6%1,968,0021.6%MedicalSPYRE THERAPEUTICS INC$95,828,3680.0%3,258,3601.4%COM NEWCARGO THERAPEUTICS INC$75,625,720$384,369 ▲0.5%4,098,9551.1%COMARVNArvinas$68,528,763$4,570,540 ▼-6.3%2,782,3291.0%MedicalSTOKStoke Therapeutics$57,176,583$5,253,324 ▲10.1%4,652,2850.8%MedicalETNB89bio$54,601,2550.0%7,378,5480.8%MedicalCG ONCOLOGY INC$50,711,9120.0%1,344,0740.7%COMGKOSGlaukos$50,325,9910.0%386,2910.7%MedicalURGNUroGen Pharma$48,099,307$2,921,000 ▲6.5%3,787,3470.7%MedicalNEUROGENE INC$47,635,342$2,714,434 ▲6.0%1,135,2560.7%COMORUKA THERAPEUTICS INC$45,359,382$45,359,382 ▲New Holding1,850,6480.7%COMOBIOOrchestra BioMed$42,179,657$13,289,568 ▲46.0%8,206,1590.6%MedicalSAGESage Therapeutics$40,372,074$802,308 ▲2.0%5,591,7000.6%MedicalTSHATaysha Gene Therapies$30,042,304$7,746,297 ▼-20.5%14,946,4200.4%MedicalCGEMCullinan Therapeutics$28,557,770$10,936,744 ▲62.1%1,705,9600.4%MedicalTEMPUS AI INC$22,640,0000.0%400,0000.3%CL AGHRSGH Research$22,258,4930.0%3,327,1290.3%MedicalLENZ THERAPEUTICS INC$20,496,8550.0%863,3890.3%COMEPIXESSA Pharma$19,764,666$5,834,774 ▲41.9%3,261,4960.3%MedicalTOURMALINE BIO INC$19,067,9760.0%741,6560.3%COMDIANTHUS THERAPEUTICS INC$18,253,3420.0%666,6670.3%COMROIVRoivant Sciences$16,782,3100.0%1,454,2730.2%MedicalBIOAGE LABS INC$16,356,142$16,356,142 ▲New Holding786,3530.2%COMREPLReplimune Group$12,426,3060.0%1,133,7870.2%MedicalXNCRXencor$11,563,250$11,563,250 ▲New Holding575,0000.2%MedicalTXG10x Genomics$11,354,4880.0%502,8560.2%MedicalIMUXImmunic$7,536,7330.0%4,567,7170.1%MedicalPERCEPTIVE CAP SOLUTIONS COR$7,432,4250.0%742,5000.1%CL A ORD SHSWVEWave Life Sciences$7,380,000$7,380,000 ▲New Holding900,0000.1%MedicalIDYAIDEAYA Biosciences$6,336,000$6,336,000 ▲New Holding200,0000.1%MedicalGPCRStructure Therapeutics$5,486,2500.0%125,0000.1%MedicalMISTMilestone Pharmaceuticals$4,949,2750.0%3,256,1020.1%MedicalSLRNAcelyrin$4,823,0680.0%978,3100.1%MedicalXGNExagen$4,671,6660.0%1,511,8660.1%MedicalRGNXREGENXBIO$3,671,5000.0%350,0000.1%MedicalARTIVA BIOTHERAPEUTICS INC$2,299,640$2,299,640 ▲New Holding148,8440.0%COMALLURION TECHNOLOGIES INC$2,266,5980.0%3,697,5490.0%COM SHSSAB BIOTHERAPEUTICS INC$1,715,245$355,509 ▼-17.2%635,2760.0%COM NEWCNTACentessa Pharmaceuticals$799,500$799,500 ▲New Holding50,0000.0%MedicalADAGIO MED HLDGS INC$540,151$540,151 ▲New Holding209,3610.0%COMQUREuniQure$49,300$49,300 ▲New Holding10,0000.0%MedicalRCKTWRocket Pharmaceuticals$22,5750.0%350,0000.0%MedicalISRGIntuitive Surgical$0$90,062,552 ▼-100.0%00.0%MedicalVCELVericel$0$36,768,094 ▼-100.0%00.0%MedicalFULCFulcrum Therapeutics$0$36,244,927 ▼-100.0%00.0%MedicalKYVERNA THERAPEUTICS INC$0$13,895,333 ▼-100.0%00.0%COMVRDNViridian Therapeutics$0$7,881,666 ▼-100.0%00.0%MedicalABIOARCA biopharma$0$5,362,000 ▼-100.0%00.0%MedicalCUTRCutera$0$2,010,982 ▼-100.0%00.0%Computer and TechnologySAGIMET BIOSCIENCES INC$0$1,710,000 ▼-100.0%00.0%COM SER AARYDARYA Sciences Acquisition Corp IV$0$1,467,816 ▼-100.0%00.0%MedicalCTMXCytomX Therapeutics$0$1,464,002 ▼-100.0%00.0%MedicalACETAdicet Bio$0$1,274,962 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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