13F holdings · Q2 2026
What is RTW Investments buying?
RTW Investments's 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026: its largest reported positions and every significant change since Q1 2026.
Reported holdings$11.71B
QuarterQ2 2026
New positions8
Exits and cuts1
Biggest moves in Q2 2026
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KLRA · New position: 10.78M sh (~$237.4M, 2.0% of book)
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GPCR · New position: 1.61M sh (~$86.3M, 0.7% of book)
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AXGN · New position: 1.01M sh (~$46.7M, 0.4% of book)
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DHR · New position: 230.0K sh (~$43.8M, 0.4% of book)
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SLDB · New position: 3.89M sh (~$38.9M, 0.3% of book)
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IDYA · New position: 370.4K sh (~$13.8M, 0.1% of book)
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ALLO · New position: 3.25M sh (~$6.8M, 0.1% of book)
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MAZE · New position: 212.0K sh (~$6.3M, 0.1% of book)
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ORKA · Added +53% to 3.14M sh (~$298.7M, 2.6% of book)
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IRTC · Added +31% to 2.18M sh (~$259.6M, 2.2% of book)
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CGEM · Added +39% to 2.36M sh (~$43.1M, 0.4% of book)
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COGT · Cut -58% to 2.31M sh
Top holdings
| Holding | Value | % of portfolio | Change in shares |
|---|---|---|---|
| MDGLMadrigal Pharmaceuticals, Inc. | $1.07B | 9.1% | +0% |
| ARGXArgenx Se | $658.2M | 5.6% | +0% |
| PTCTPtc Therapeutics, Inc. | $631.9M | 5.4% | +0% |
| PTGXProtagonist Therapeutics, Inc | $620.4M | 5.3% | +0% |
| CGONCG Oncology, Inc. | $605.0M | 5.2% | +22% |
| INSMINSMED Inc | $516.3M | 4.4% | +0% |
| TNGXTango Therapeutics, Inc. | $434.5M | 3.7% | +5% |
| SYRESpyre Therapeutics, Inc. | $377.5M | 3.2% | +2% |
| CELCCelcuity Inc. | $345.8M | 3.0% | +9% |
| ERASErasca, Inc. | $328.8M | 2.8% | +11% |
| RDNTRadNet, Inc. | $298.9M | 2.6% | +13% |
| ORKAOruka Therapeutics, Inc. | $298.7M | 2.6% | +53% |
| NTRANatera, Inc. | $271.4M | 2.3% | -20% |
| Ultragenyx Pharmaceutical In | $260.3M | 2.2% | +114% |
| IRTCiRhythm Holdings, Inc. | $259.6M | 2.2% | +31% |
| CYTKCytokinetics Inc. | $243.8M | 2.1% | +5% |
| KLRAKailera Therapeutics, Inc. | $237.4M | 2.0% | New |
| ESTAEstablishment Labs Holdings Inc. | $227.9M | 1.9% | +0% |
| GHGuardant Health, Inc. | $222.2M | 1.9% | +0% |
| NBIXNeurocrine Biosciences Inc. | $213.7M | 1.8% | +19% |
From RTW INVESTMENTS, LP's Form 13F-HR. 13Fs list long US-listed positions at quarter end and are filed up to 45 days later; they don't show shorts, most hedges or trades made since. View the filing on SEC EDGAR ↗