RTW INVESTMENTS, LP

FundNew York · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$11.7B

Reported value of US stock holdings on Jun 30, the filing's own figure

84 positions · filed Aug 14, 45 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 14 · against the report before it

New positions

9, biggest 4

KLRA KAILERA THERAPEUTICS INC 10.8M shares2.0% of this fund's holdings

GPCR STRUCTURE THERAPEUTICS INC 1.6M shares0.7% of this fund's holdings

AXGN AXOGEN INC 1.0M shares0.4% of this fund's holdings

DHR DANAHER CORP DEL 230K shares0.4% of this fund's holdings

Sold out

13, biggest 4

no ticker APOGEE THERAPEUTICS INC All 2.8M shares

APLSUSD APELLIS PHARMACEUTICALS INC All 3.7M shares

ISRG INTUITIVE SURGICAL INC All 220K shares

CNTA CENTESSA PHARMACEUTICALS PLC All 2.1M shares

Added to

18, biggest 4

CGON CG ONCOLOGY INC +1.5M shares+22%

TNGX TANGO THERAPEUTICS INC +600K shares+5%

CELC CELCUITY INC +265K shares+9%

ERAS ERASCA INC +1.8M shares+11%

Trimmed

7, biggest 4

NTRA NATERA INC −250K shares−20%

COGT COGENT BIOSCIENCES INC −3.1M shares−58%

HNGE HINGE HEALTH INC −1.4M shares−74%

BBNX BETA BIONICS INC −500K shares−25%

Top holdings

Reference, not news

Top holdings · 84 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 MDGL MADRIGAL PHARMACEUTICALS INC 2.0M 9.1% No change

2 ARGX ARGENX SE 709K 5.6% No change

3 PTCT PTC THERAPEUTICS INC 7.7M 5.4% No change

4 PTGX PROTAGONIST THERAPEUTICS INC 5.1M 5.3% No change

5 CGON CG ONCOLOGY INC 8.5M 5.2% +22%

6 INSM INSMED INC 4.8M 4.4% No change

7 TNGX TANGO THERAPEUTICS INC 13.9M 3.7% +5%

8 SYRE SPYRE THERAPEUTICS INC 4.3M 3.2% +2%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.