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Size ($ in 1000's)
At 12/31/2023: $6,380,496
At 09/30/2023: $4,739,549
RTW Investments LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from RTW Investments LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the RTW Investments LP top holdings by largest position size, as per the latest 13f filing made by RTW Investments LP.
In the RTW Investments LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by RTW Investments LP in that top holding, then the share count change between reporting periods, and finally the RTW Investments LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ROCKET PHARMACEUTICALS INC |
17,687,772 |
UNCH |
$530,103 | | RCKT | 17,687,772 | UNCH | $530,103 | | IMMUNOCORE HLDGS PLC |
6,096,387 |
UNCH |
$416,505 | | IMCR | 6,096,387 | UNCH | $416,505 | | MIRATI THERAPEUTICS INC |
6,768,514 |
UNCH |
$397,650 | | MRTX | 6,768,514 | UNCH | $397,650 | | AXSOME THERAPEUTICS INC |
4,489,596 |
UNCH |
$357,327 | | AXSM | 4,489,596 | UNCH | $357,327 | | ACADIA PHARMACEUTICALS INC |
11,253,551 |
-322,986 |
$352,349 | | ACAD | 11,253,551 | -322,986 | $352,349 | | ULTRAGENYX PHARMACEUTICAL IN |
6,887,086 |
+1,481,997 |
$329,340 | | RARE | 6,887,086 | +1,481,997 | $329,340 | | ALNYLAM PHARMACEUTICALS INC |
1,640,559 |
-42,803 |
$314,019 | | ALNY | 1,640,559 | -42,803 | $314,019 | | ARGENX SE |
667,195 |
+160,000 |
$253,821 | | ARGX | 667,195 | +160,000 | $253,821 | | BRUKER CORP |
3,344,095 |
-37,608 |
$245,724 | | BRKR | 3,344,095 | -37,608 | $245,724 | | CYTOKINETICS INC |
2,525,080 |
-49,118 |
$210,819 | | CYTK | 2,525,080 | -49,118 | $210,819 | | PTC THERAPEUTICS INC |
7,423,970 |
+188,774 |
$204,605 | | PTCT | 7,423,970 | +188,774 | $204,605 | | MADRIGAL PHARMACEUTICALS INC |
815,191 |
+505,706 |
$188,619 | | MDGL | 815,191 | +505,706 | $188,619 | | ARVINAS INC |
4,213,483 |
+4,213,483 |
$173,427 | | ARVN | 4,213,483 | +4,213,483 | $173,427 | | MASIMO CORP |
1,462,400 |
-39,093 |
$171,408 | | MASI | 1,462,400 | -39,093 | $171,408 | | PENUMBRA INC |
662,664 |
-10,707 |
$166,687 | | PEN | 662,664 | -10,707 | $166,687 | | NATERA INC |
2,593,323 |
-58,460 |
$162,446 | | NTRA | 2,593,323 | -58,460 | $162,446 | | CELLDEX THERAPEUTICS INC NEW |
3,463,201 |
UNCH |
$137,351 | | CLDX | 3,463,201 | UNCH | $137,351 | | PROTAGONIST THERAPEUTICS INC |
5,315,514 |
-100,000 |
$121,885 | | PTGX | 5,315,514 | -100,000 | $121,885 | | CARGO THERAPEUTICS INC |
5,175,832 |
+5,175,832 |
$119,821 | | CRGX | 5,175,832 | +5,175,832 | $119,821 | | VERICEL CORP |
3,212,794 |
-79,079 |
$114,408 | | VCEL | 3,212,794 | -79,079 | $114,408 | | SAGE THERAPEUTICS INC |
5,197,019 |
+47,537 |
$112,619 | | SAGE | 5,197,019 | +47,537 | $112,619 | | ALKERMES PLC |
3,901,523 |
+3,012,450 |
$108,228 | | ALKS | 3,901,523 | +3,012,450 | $108,228 | | AVADEL PHARMACEUTICALS PLC |
6,947,918 |
-188,497 |
$98,105 | | AVDL | 6,947,918 | -188,497 | $98,105 | | 10X GENOMICS INC |
1,549,951 |
+29,995 |
$86,735 | | TXG | 1,549,951 | +29,995 | $86,735 | | AKERO THERAPEUTICS INC |
3,592,759 |
+3,592,759 |
$83,891 | | AKRO | 3,592,759 | +3,592,759 | $83,891 | | MERUS N V |
2,373,625 |
+376,861 |
$65,275 | | MRUS | 2,373,625 | +376,861 | $65,275 | | ESTABLISHMENT LABS HLDGS INC |
2,494,138 |
UNCH |
$64,573 | | ESTA | 2,494,138 | UNCH | $64,573 | | TARSUS PHARMACEUTICALS INC |
3,152,341 |
+271,640 |
$63,835 | | TARS | 3,152,341 | +271,640 | $63,835 | | 89BIO INC |
5,578,931 |
+5,578,931 |
$62,317 | | ETNB | 5,578,931 | +5,578,931 | $62,317 | | AVIDITY BIOSCIENCES INC |
6,689,789 |
UNCH |
$60,543 | | RNA | 6,689,789 | UNCH | $60,543 | | APOGEE THERAPEUTICS INC |
2,142,591 |
UNCH |
$59,864 | | APGE | 2,142,591 | UNCH | $59,864 | | INSMED INC |
1,865,108 |
UNCH |
$57,800 | | INSM | 1,865,108 | UNCH | $57,800 | | ORCHESTRA BIOMED HLDGS INC |
5,620,640 |
UNCH |
$51,316 | | OBIO | 5,620,640 | UNCH | $51,316 | | FULCRUM THERAPEUTICS INC |
5,469,956 |
-348,848 |
$36,922 | | FULC | 5,469,956 | -348,848 | $36,922 | | TAYSHA GENE THERAPIES INC |
16,893,185 |
UNCH |
$29,901 | | TSHA | 16,893,185 | UNCH | $29,901 | | DANAHER CORPORATION |
118,584 |
+118,584 |
$27,433 | | DHR | 118,584 | +118,584 | $27,433 | | SPYRE THERAPEUTICS INC |
2,232,760 |
+2,232,760 |
$26,815 | | AGLE | 2,232,760 | +2,232,760 | $26,815 | | THERMO FISHER SCIENTIFIC INC |
50,000 |
-240,334 |
$26,540 | | TMO | 50,000 | -240,334 | $26,540 | | UROGEN PHARMA LTD |
1,726,808 |
+869,344 |
$25,902 | | URGN | 1,726,808 | +869,344 | $25,902 | | RADNET INC |
663,602 |
+663,602 |
$23,073 | | RDNT | 663,602 | +663,602 | $23,073 | | SPRINGWORKS THERAPEUTICS INC |
625,000 |
+625,000 |
$22,812 | | SWTX | 625,000 | +625,000 | $22,812 | | STOKE THERAPEUTICS INC |
4,131,045 |
-259,513 |
$21,729 | | STOK | 4,131,045 | -259,513 | $21,729 | | TANGO THERAPEUTICS INC |
1,966,752 |
+1,966,752 |
$19,471 | | TNGX | 1,966,752 | +1,966,752 | $19,471 | | GH RESEARCH PLC |
3,327,129 |
UNCH |
$19,297 | | GHRS | 3,327,129 | UNCH | $19,297 | | ROIVANT SCIENCES LTD |
1,454,273 |
-98,444 |
$16,331 | | ROIV | 1,454,273 | -98,444 | $16,331 | | IMMATICS N.V |
1,484,911 |
+639,911 |
$15,636 | | IMTX | 1,484,911 | +639,911 | $15,636 | | ESSA PHARMA INC |
2,298,662 |
+2,298,662 |
$15,171 | | EPIX | 2,298,662 | +2,298,662 | $15,171 | | GUARDANT HEALTH INC |
492,977 |
-7,910 |
$13,335 | | GH | 492,977 | -7,910 | $13,335 | | VIRIDIAN THERAPEUTICS INC |
605,816 |
+605,816 |
$13,195 | | VRDN | 605,816 | +605,816 | $13,195 | | ALLURION TECHNOLOGIES INC |
3,457,707 |
UNCH |
$12,932 | | ALUR | 3,457,707 | UNCH | $12,932 |
See Full List: All Stocks Held By RTW Investments LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By RTW Investments LP
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