Rtw Investments, Lp Top Holdings and 13F Report (2024) → What is Nvidia doing on June 10? June 10th is pivotal for Nvidia’s “Silent Partners” (From Weiss Ratings) (Ad) About Rtw Investments, LpInvestment ActivityRtw Investments, Lp has $6.77 billion in total holdings as of March 31, 2024.Rtw Investments, Lp owns shares of 69 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 16.47% of the portfolio was purchased this quarter.About 17.90% of the portfolio was sold this quarter.This quarter, Rtw Investments, Lp has purchased 64 new stocks and bought additional shares in 25 stocks.Rtw Investments, Lp sold shares of 6 stocks and completely divested from 11 stocks this quarter.Largest Holdings Rocket Pharmaceuticals $476,508,578Immunocore $391,276,665Axsome Therapeutics $358,515,784Ultragenyx Pharmaceutical $330,897,399Bruker $314,144,284 Largest New Holdings this Quarter Stryker $114,876,270 HoldingDYNE THERAPEUTICS INC $87,770,155 HoldingKYVERNA THERAPEUTICS INC $46,021,341 HoldingIntuitive Surgical $39,509,910 HoldingNEUROGENE INC $39,148,310 Holding Largest Purchases this Quarter Stryker 321,000 shares (about $114.88M)Immatics 8,515,089 shares (about $89.49M)DYNE THERAPEUTICS INC 3,091,587 shares (about $87.77M)Merus 1,735,768 shares (about $78.16M)Shockwave Medical 223,624 shares (about $72.82M) Largest Sales this Quarter Madrigal Pharmaceuticals 418,144 shares (about $111.66M)Vericel 1,606,397 shares (about $83.56M)Arvinas 915,586 shares (about $37.80M)CARGO THERAPEUTICS INC 1,440,213 shares (about $32.15M)Immunocore 76,746 shares (about $4.99M) 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 PortfolioSectorRCKTRocket Pharmaceuticals$476,508,5780.0%17,687,7727.0%MedicalIMCRImmunocore$391,276,665$4,988,490 ▼-1.3%6,019,6415.8%MedicalAXSMAxsome Therapeutics$358,515,784$246,023 ▲0.1%4,492,6795.3%MedicalRAREUltragenyx Pharmaceutical$330,897,399$9,339,354 ▲2.9%7,087,1154.9%MedicalBRKRBruker$314,144,2840.0%3,344,0954.6%Computer and TechnologyARGXargenx$262,688,0150.0%667,1953.9%MedicalACADACADIA Pharmaceuticals$255,704,034$47,625,876 ▲22.9%13,829,3153.8%MedicalNTRANatera$237,185,3220.0%2,593,3233.5%MedicalPTCTPTC Therapeutics$215,963,2870.0%7,423,9703.2%MedicalMASIMasimo$214,753,4400.0%1,462,4003.2%MedicalRNAAvidity Biosciences$203,401,264$32,677,849 ▲19.1%7,970,2693.0%MedicalMRUSMerus$185,045,967$78,161,633 ▲73.1%4,109,3932.7%MedicalCYTKCytokinetics$177,033,3590.0%2,525,0802.6%MedicalAPOGEE THERAPEUTICS INC$163,971,422$21,596,250 ▲15.2%2,467,5912.4%COMALKSAlkermes$163,889,360$58,275,132 ▲55.2%6,054,2802.4%MedicalPTGXProtagonist Therapeutics$153,777,8200.0%5,315,5142.3%MedicalPENPenumbra$150,844,684$2,951,332 ▲2.0%675,8882.2%MedicalAVDLAvadel Pharmaceuticals$148,607,645$31,257,310 ▲26.6%8,798,5582.2%MedicalAKROAkero Therapeutics$137,211,941$46,458,849 ▲51.2%5,431,9852.0%MedicalESTAEstablishment Labs$136,193,283$9,241,659 ▲7.3%2,675,7032.0%MedicalARVNArvinas$136,137,188$37,795,390 ▼-21.7%3,297,8972.0%MedicalTARSTarsus Pharmaceuticals$118,949,595$4,362,000 ▲3.8%3,272,3411.8%MedicalSYKStryker$114,876,270$114,876,270 ▲New Holding321,0001.7%MedicalMDGLMadrigal Pharmaceuticals$106,027,431$111,661,174 ▼-51.3%397,0471.6%MedicalIMTXImmatics$105,100,000$89,493,585 ▲573.4%10,000,0001.6%MedicalSAGESage Therapeutics$102,706,013$5,313,877 ▲5.5%5,480,5771.5%MedicalSWAVShockwave Medical$94,004,171$72,818,683 ▲343.7%288,6841.4%MedicalDYNE THERAPEUTICS INC$87,770,155$87,770,155 ▲New Holding3,091,5871.3%COMETNB89bio$85,886,299$20,947,542 ▲32.3%7,378,5481.3%MedicalSPYRE THERAPEUTICS INC$84,688,5860.0%2,232,7601.3%COM NEWVCELVericel$83,564,772$83,564,772 ▼-50.0%1,606,3971.2%MedicalCARGO THERAPEUTICS INC$83,379,016$32,145,554 ▼-27.8%3,735,6191.2%COMRDNTRadNet$82,748,763$50,457,890 ▲156.3%1,700,5501.2%MedicalTMOThermo Fisher Scientific$64,223,705$35,163,205 ▲121.0%110,5000.9%MedicalTXG10x Genomics$58,353,746$184,085 ▲0.3%1,554,8560.9%MedicalSTOKStoke Therapeutics$57,035,313$1,266,206 ▲2.3%4,224,8380.8%MedicalFULCFulcrum Therapeutics$55,185,825$3,549,440 ▲6.9%5,845,9560.8%MedicalTSHATaysha Gene Therapies$53,362,441$4,879,000 ▲10.1%18,593,1850.8%MedicalINSMInsmed$50,600,3800.0%1,865,1080.7%MedicalURGNUroGen Pharma$48,860,205$22,958,085 ▲88.6%3,257,3470.7%MedicalKYVERNA THERAPEUTICS INC$46,021,341$46,021,341 ▲New Holding1,852,7110.7%COMISRGIntuitive Surgical$39,509,910$39,509,910 ▲New Holding99,0000.6%MedicalNEUROGENE INC$39,148,310$39,148,310 ▲New Holding769,1220.6%COMJANXJanux Therapeutics$37,650,000$37,650,000 ▲New Holding1,000,0000.6%MedicalGHRSGH Research$35,467,1950.0%3,327,1290.5%MedicalOBIOOrchestra BioMed$29,620,7730.0%5,620,6400.4%MedicalDIANTHUS THERAPEUTICS INC$20,000,010$20,000,010 ▲New Holding666,6670.3%COMEPIXESSA Pharma$19,515,6400.0%2,298,6620.3%MedicalLENZ THERAPEUTICS INC$19,279,476$19,279,476 ▲New Holding863,3890.3%COMCG ONCOLOGY INC$18,160,113$18,160,113 ▲New Holding413,6700.3%COMTOURMALINE BIO INC$16,983,922$7,850,257 ▲85.9%741,6560.3%COMROIVRoivant Sciences$15,328,0370.0%1,454,2730.2%MedicalVRDNViridian Therapeutics$10,607,8380.0%605,8160.2%MedicalACETAdicet Bio$9,716,3830.0%4,134,6310.1%MedicalRGNXREGENXBIO$7,374,500$7,374,500 ▲New Holding350,0000.1%MedicalSLRNAcelyrin$6,603,5930.0%978,3100.1%MedicalEXASExact Sciences$6,560,700$6,560,700 ▲New Holding95,0000.1%MedicalALLURION TECHNOLOGIES INC$6,050,9870.0%3,457,7070.1%COM SHSIMUXImmunic$6,029,386$306,850 ▲5.4%4,567,7170.1%MedicalMISTMilestone Pharmaceuticals$5,828,4230.0%3,256,1020.1%MedicalGKOSGlaukos$5,543,403$5,543,403 ▲New Holding58,7910.1%MedicalSAGIMET BIOSCIENCES INC$5,415,377$5,415,377 ▲New Holding999,1470.1%COM SER ALRMRLarimar Therapeutics$4,933,500$4,933,500 ▲New Holding650,0000.1%MedicalSAB BIOTHERAPEUTICS INC$4,166,934$4,166,934 ▲New Holding917,8270.1%COM NEWXGNExagen$2,392,3170.0%1,504,6020.0%MedicalXAIRBeyond Air$2,096,387$2,096,387 ▲New Holding1,204,8200.0%MedicalCUTRCutera$1,957,711$714,139 ▼-26.7%1,331,7760.0%Computer and TechnologyARYDARYA Sciences Acquisition Corp IV$1,437,1030.0%127,9700.0%MedicalRCKTWRocket Pharmaceuticals$104,7200.0%350,0000.0%MedicalMRTXMirati Therapeutics$0$397,650,198 ▼-100.0%00.0%MedicalALNYAlnylam Pharmaceuticals$0$314,019,398 ▼-100.0%00.0%MedicalCLDXCelldex Therapeutics$0$137,350,552 ▼-100.0%00.0%MedicalDHRDanaher$0$27,433,223 ▼-100.0%00.0%Multi-Sector ConglomeratesSWTXSpringWorks Therapeutics$0$22,812,500 ▼-100.0%00.0%MedicalTNGXTango Therapeutics$0$19,470,845 ▼-100.0%00.0%MedicalGHGuardant Health$0$13,335,028 ▼-100.0%00.0%MedicalSABSSAB Biotherapeutics$0$6,310,069 ▼-100.0%00.0%MedicalAPYXApyx Medical$0$2,688,023 ▼-100.0%00.0%MedicalSGHTSight Sciences$0$850,399 ▼-100.0%00.0%MedicalSIENSientra$0$49,420 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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