Rtw Investments, LP 13F Holdings · Q2 2026
Rtw Investments, LP reported 84 securities worth $11.71B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MDGL (9.14%), ARGX (5.62%), PTCT (5.39%). Among its top 25 positions this quarter: 1 new, 15 added, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MDGL | MADRIGAL PHARMACEUTICALS INC | $1.07B | 9.14% | 2.0M | Hold |
| 2 | ARGX | ARGENX SE | $658.2M | 5.62% | 709,446 | Hold |
| 3 | PTCT | PTC THERAPEUTICS INC | $631.9M | 5.39% | 7.7M | Hold |
| 4 | PTGX | PROTAGONIST THERAPEUTICS INC | $620.4M | 5.30% | 5.1M | Added |
| 5 | CGON | CG ONCOLOGY INC | $605.0M | 5.16% | 8.5M | Added |
| 6 | INSM | INSMED INC | $516.3M | 4.41% | 4.8M | Hold |
| 7 | TNGX | TANGO THERAPEUTICS INC | $434.5M | 3.71% | 13.9M | Added |
| 8 | SYRE | SPYRE THERAPEUTICS INC | $377.5M | 3.22% | 4.3M | Added |
| 9 | CELC | CELCUITY INC | $345.8M | 2.95% | 3.3M | Added |
| 10 | ERAS | ERASCA INC | $328.8M | 2.81% | 17.9M | Added |
| 11 | ORKA | ORUKA THERAPEUTICS INC | $298.7M | 2.55% | 3.1M | Added |
| 12 | RDNT | RADNET INC | $298.9M | 2.55% | 4.8M | Added |
| 13 | NTRA | NATERA INC | $271.4M | 2.32% | 1.0M | Trimmed |
| 14 | IRTC | IRHYTHM HOLDINGS INC | $259.6M | 2.22% | 2.2M | Added |
| 15 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $260.3M | 2.22% | 7.8M | Added |
| 16 | CYTK | CYTOKINETICS INC | $243.8M | 2.08% | 2.9M | Added |
| 17 | KLRA | KAILERA THERAPEUTICS INC | $237.4M | 2.03% | 10.8M | New |
| 18 | ESTA | ESTABLISHMENT LABS HLDGS INC | $227.9M | 1.95% | 2.7M | Hold |
| 19 | GH | GUARDANT HEALTH INC | $222.2M | 1.90% | 1.5M | Hold |
| 20 | NBIX | NEUROCRINE BIOSCIENCES INC | $213.7M | 1.82% | 1.3M | Added |
| 21 | TARS | TARSUS PHARMACEUTICALS INC | $211.3M | 1.80% | 3.4M | Added |
| 22 | STOK | STOKE THERAPEUTICS INC | $184.0M | 1.57% | 5.6M | Hold |
| 23 | QURE | UNIQURE NV | $181.5M | 1.55% | 3.9M | Added |
| 24 | ACAD | ACADIA PHARMACEUTICALS INC | $180.8M | 1.54% | 7.1M | Hold |
| 25 | RGEN | REPLIGEN CORP | $169.3M | 1.45% | 1.2M | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR