Institutional Fund
Rtw Investments, LP
New York, NYCIK 14932155 filings on record
Portfolio Value
$10.05B
Q1 2026
Holdings
88
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+0.7%
from $9.98B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Madrigal Pharmaceuticals Inc10.4%
- Insmed Inc7.9%
- Protagonist Therapeutics Inc5.3%
- Ptc Therapeutics Inc5.3%
- Argenx Se5.2%
- Cg Oncology Inc4.7%
- Other61.3%
Portfolio Holdings
88 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Madrigal Pharmaceuticals Inc | 1.99M | $1.04B | 10.4% | 0 | Held |
| 2 | Insmed Inc | 4.84M | $791.91M | 7.9% | +1 | Added |
| 3 | Protagonist Therapeutics Inc | 5.06M | $533.22M | 5.3% | 0 | Held |
| 4 | Ptc Therapeutics Inc | 7.75M | $527.76M | 5.3% | 0 | Held |
| 5 | Argenx Se | 709.4K | $518.07M | 5.2% | +35.9K | Added |
| 6 | Cg Oncology Inc | 6.98M | $472.73M | 4.7% | +4.97M | Added |
| 7 | Celcuity Inc | 3.04M | $346.94M | 3.5% | +2.49M | Added |
| 8 | Tango Therapeutics Inc | 13.30M | $278.25M | 2.8% | +11.81M | Added |
| 9 | Erasca Inc | 16.16M | $261.42M | 2.6% | +16.01M | Added |
| 10 | Natera Inc | 1.25M | $249.99M | 2.5% | −250.0K | Reduced |
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