2026 Q2 Portfolio Activity
In 2026 Q2, RTW INVESTMENTS, LP maintained a portfolio of 97 distinct positions. The most significant new addition was STRUCTURE THERAPEUTICS INC, now representing 0.74% of the total fund value. They heavily accumulated shares in KAILERA THERAPEUTICS INC, increasing the position by 2790.3%. Conversely, RTW INVESTMENTS, LP completely exited their position in APOGEE THERAPEUTICS INC.
Position History
hover any row below to update
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Total Positions
97
Quarter
2026 Q2
Top Holding
MDGL (9.1%)
Top 10 Concentration
47.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 97
RTW INVESTMENTS, LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MDGL
MADRIGAL PHARMA...
|
Healthcare | 9.14% | 10.38% |
#1
Prev: #1
|
6.7 |
—
|
no change | no change |
P
S
|
1,993,687 | $1,070,510,235 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ARGX
ARGENX SE
|
Healthcare | 5.62% | 5.16% |
#2
3
Prev: #5
|
4.7 |
—
|
no change | no change |
P
S
|
709,446 | $658,202,715 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PTCT
PTC THERAPEUTIC...
|
Healthcare | 5.39% | 5.25% |
#3
1
Prev: #4
|
4.2 |
—
|
no change | no change |
P
S
|
7,746,415 | $631,875,072 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PTGX
PROTAGONIST THE...
|
Healthcare | 5.30% | 5.31% |
#4
1
Prev: #3
|
3.1 |
—
|
2,122 | 0.0% |
P
S
|
5,061,175 | $620,398,832 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CGON
CG ONCOLOGY INC
|
Healthcare | 5.16% | 4.70% |
#5
1
Prev: #6
|
5.1 |
—
|
1,529,782 | 21.9% |
P
S
|
8,514,590 | $604,961,620 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INSM
INSMED INC
|
Healthcare | 4.41% | 7.88% |
#6
4
Prev: #2
|
2.8 |
—
|
no change | no change |
P
S
|
4,842,880 | $516,347,866 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TNGX
TANGO THERAPEUT...
|
Healthcare | 3.71% | 2.77% |
#7
1
Prev: #8
|
2.0 |
—
|
600,000 | 4.5% |
P
S
|
13,900,620 | $434,533,381 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SYRE
SPYRE THERAPEUT...
|
Healthcare | 3.22% | 2.09% |
#8
6
Prev: #14
|
1.8 |
—
|
80,000 | 1.9% |
P
S
|
4,251,996 | $377,492,205 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CELC
CELCUITY INC
|
Healthcare | 2.95% | 3.45% |
#9
2
Prev: #7
|
3.2 |
—
|
265,282 | 8.7% |
P
S
|
3,304,903 | $345,758,952 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ERAS
ERASCA INC
|
Healthcare | 2.81% | 2.60% |
#10
1
Prev: #9
|
3.1 |
—
|
1,789,579 | 11.1% |
P
S
|
17,946,754 | $328,784,533 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RDNT
RADNET INC
|
Healthcare | 2.55% | 2.38% |
#11
Prev: #11
|
3.0 |
—
|
561,958 | 13.1% |
P
S
|
4,846,958 | $298,911,900 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ORKA
ORUKA THERAPEUT...
|
Healthcare | 2.55% | 1.00% |
#12
18
Prev: #30
|
4.0 |
—
|
1,080,882 | 52.5% |
P
S
|
3,139,030 | $298,741,485 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NTRA
NATERA INC
|
Healthcare | 2.32% | 2.49% |
#13
3
Prev: #10
|
0.9 |
—
|
-250,000 | -20.0% |
P
S
|
1,000,000 | $271,450,000 | 2015 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RARE
ULTRAGENYX PHAR...
|
Healthcare | 2.22% | 0.76% |
#14
22
Prev: #36
|
3.9 |
—
|
4,148,100 | 113.7% |
P
S
|
7,796,895 | $260,338,324 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IRTC
IRHYTHM HOLDING...
|
Healthcare | 2.22% | 1.96% |
#15
1
Prev: #16
|
3.4 |
—
|
514,131 | 30.8% |
P
S
|
2,182,631 | $259,623,957 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CYTK
CYTOKINETICS IN...
|
Healthcare | 2.08% | 1.78% |
#16
2
Prev: #18
|
2.8 |
—
|
140,845 | 5.2% |
P
S
|
2,862,003 | $243,814,036 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
KAILERA THERAPE...
|
|
Unknown | 2.03% | — |
#17
Prev: #—
|
4.3 |
—
|
10,776,820 | — |
NEW
|
10,776,820 | $237,413,345 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
ESTA
ESTABLISHMENT L...
|
Healthcare | 1.95% | 1.50% |
#18
2
Prev: #20
|
1.8 |
—
|
no change | no change |
P
S
|
2,655,695 | $227,885,188 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GH
GUARDANT HEALTH...
|
Healthcare | 1.90% | 1.36% |
#19
6
Prev: #25
|
1.8 |
—
|
no change | no change |
P
S
|
1,481,033 | $222,199,381 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NBIX
NEUROCRINE BIOS...
|
Healthcare | 1.82% | 1.39% |
#20
4
Prev: #24
|
2.7 |
—
|
205,853 | 19.4% |
P
S
|
1,267,925 | $213,689,740 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TARS
TARSUS PHARMACE...
|
Healthcare | 1.80% | 2.34% |
#21
9
Prev: #12
|
1.2 |
—
|
11,034 | 0.3% |
P
S
|
3,357,059 | $211,293,293 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
STOK
STOKE THERAPEUT...
|
Healthcare | 1.57% | 1.82% |
#22
5
Prev: #17
|
1.6 |
—
|
no change | no change |
P
S
|
5,623,525 | $184,001,738 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
QURE
UNIQURE NV
|
Healthcare | 1.55% | 0.42% |
#23
23
Prev: #46
|
3.6 |
—
|
1,355,216 | 52.4% |
P
S
|
3,941,572 | $181,548,806 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ACAD
ACADIA PHARMACE...
|
Healthcare | 1.54% | 1.58% |
#24
5
Prev: #19
|
1.6 |
—
|
no change | no change |
P
S
|
7,144,524 | $180,756,457 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RGEN
REPLIGEN CORP
|
Healthcare | 1.45% | 1.41% |
#25
2
Prev: #23
|
1.1 |
—
|
34,637 | 2.9% |
P
S
|
1,240,637 | $169,272,512 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
URGN
UROGEN PHARMA L...
|
Healthcare | 1.43% | 0.81% |
#26
7
Prev: #33
|
1.6 |
—
|
no change | no change |
P
S
|
4,543,895 | $167,215,336 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GHRS
GH RESEARCH PLC
|
Healthcare | 1.36% | 0.83% |
#27
4
Prev: #31
|
1.5 |
—
|
no change | no change |
P
S
|
5,933,815 | $159,500,947 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IMCR
IMMUNOCORE HLDG...
|
Healthcare | 1.32% | 1.46% |
#28
6
Prev: #22
|
1.5 |
—
|
no change | no change |
P
S
|
4,869,798 | $154,616,087 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CMPS
COMPASS PATHWAY...
|
Healthcare | 1.29% | 0.59% |
#29
13
Prev: #42
|
1.0 |
—
|
68,584 | 0.6% |
P
S
|
10,700,974 | $151,418,782 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IMTX
IMMATICS N.V
|
Healthcare | 1.12% | 1.26% |
#30
4
Prev: #26
|
0.9 |
—
|
76,836 | 0.6% |
P
S
|
12,946,176 | $131,144,763 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZLAB
ZAI LAB LTD
|
Healthcare | 1.07% | 1.23% |
#31
4
Prev: #27
|
1.4 |
—
|
no change | no change |
P
S
|
6,574,032 | $124,906,608 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IMVT
IMMUNOVANT INC
|
Healthcare | 1.05% | 0.79% |
#32
3
Prev: #35
|
1.4 |
—
|
no change | no change |
P
S
|
3,177,849 | $122,442,522 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BLTE
BELITE BIO INC
|
Healthcare | 0.94% | 1.13% |
#33
5
Prev: #28
|
1.4 |
—
|
no change | no change |
P
S
|
715,332 | $110,150,398 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XNCR
XENCOR INC
|
Healthcare | 0.93% | 0.81% |
#34
2
Prev: #32
|
1.4 |
—
|
no change | no change |
P
S
|
6,777,461 | $109,117,122 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSHA
TAYSHA GENE THE...
|
Healthcare | 0.79% | 0.61% |
#35
5
Prev: #40
|
0.8 |
—
|
-119,990 | -0.9% |
P
S
|
13,560,258 | $92,345,357 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COGT
COGENT BIOSCIEN...
|
Healthcare | 0.76% | 2.09% |
#36
21
Prev: #15
|
0.3 |
—
|
-3,149,654 | -57.7% |
P
S
|
2,309,021 | $89,359,113 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALKS
ALKERMES PLC
|
Healthcare | 0.75% | 0.59% |
#37
4
Prev: #41
|
1.3 |
—
|
no change | no change |
P
S
|
1,672,356 | $87,623,093 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GPCR
STRUCTURE THERA...
|
Healthcare | 0.74% | — |
#38
Prev: #—
|
3.8 |
—
|
1,607,507 | — |
NEW
|
1,607,507 | $86,274,901 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
REPL
REPLIMUNE GROUP...
|
Healthcare | 0.70% | 0.56% |
#39
5
Prev: #44
|
0.8 |
—
|
54,665 | 0.7% |
P
S
|
7,411,581 | $82,046,202 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CSTL
CASTLE BIOSCIEN...
|
Healthcare | 0.57% | 0.67% |
#40
2
Prev: #38
|
0.7 |
—
|
20,000 | 0.7% |
P
S
|
2,778,335 | $66,263,290 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CADL
CANDEL THERAPEU...
|
Healthcare | 0.56% | 0.31% |
#41
13
Prev: #54
|
1.2 |
—
|
no change | no change |
P
S
|
6,422,018 | $66,146,785 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RCKT
ROCKET PHARMACE...
|
Healthcare | 0.52% | 0.63% |
#42
3
Prev: #39
|
1.2 |
—
|
no change | no change |
P
S
|
17,687,772 | $60,492,180 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KOD
KODIAK SCIENCES...
|
Healthcare | 0.49% | 0.56% |
#43
Prev: #43
|
1.2 |
—
|
no change | no change |
P
S
|
1,487,934 | $57,969,909 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
AKTIS ONCOLOGY ...
|
|
Unknown | 0.44% | 0.28% |
#44
12
Prev: #56
|
1.2 |
—
|
no change | no change |
P
S
|
1,592,043 | $51,311,546 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
AXGN
AXOGEN INC
|
Healthcare | 0.40% | — |
#45
Prev: #—
|
3.7 |
—
|
1,011,576 | — |
NEW
|
1,011,576 | $46,724,695 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 0.37% | — |
#46
Prev: #—
|
3.6 |
—
|
230,000 | — |
NEW
|
230,000 | $43,810,400 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CGEM
CULLINAN THERAP...
|
Healthcare | 0.37% | 0.24% |
#47
11
Prev: #58
|
2.6 |
—
|
658,387 | 38.6% |
P
S
|
2,364,347 | $43,054,759 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NGNE
NEUROGENE INC
|
Healthcare | 0.37% | 0.27% |
#48
9
Prev: #57
|
1.1 |
—
|
no change | no change |
P
S
|
1,362,456 | $42,849,241 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HNGE
HINGE HEALTH IN...
|
Healthcare | 0.35% | 0.74% |
#49
12
Prev: #37
|
0.1 |
—
|
-1,430,000 | -74.1% |
P
S
|
500,000 | $41,500,000 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OBIO
ORCHESTRA BIOME...
|
Healthcare | 0.35% | 0.35% |
#50
1
Prev: #49
|
2.1 |
—
|
1,250,000 | 15.0% |
P
S
|
9,556,063 | $41,234,412 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 97 holdings