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RTW INVESTMENTS, LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

RTW INVESTMENTS, LP

报告期 2026-03-31 · CIK 0001493215

持仓数

88

前50大市值合计

$9.53B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

MDGL MADRIGAL PHARMACEUTICALS INC

COM

$1.04B

1,993,687

11.0%

INSM INSMED INC

COM PAR $.01

$791.9M

4,842,880

8.3%

PTGX PROTAGONIST THERAPEUTICS INC

COM

$533.2M

5,059,053

5.6%

PTCT PTC THERAPEUTICS INC

COM

$527.8M

7,746,415

5.5%

ARGX ARGENX SE

SPONSORED ADR

$518.1M

709,446

5.4%

CGON CG ONCOLOGY INC

COM

$472.7M

6,984,808

5.0%

CELC CELCUITY INC

COM

$346.9M

3,039,621

3.6%

TNGX TANGO THERAPEUTICS INC

COM

$278.2M

13,300,620

2.9%

ERAS ERASCA INC

COM

$261.4M

16,157,175

2.7%

NTRA NATERA INC

COM

$250.0M

1,250,000

2.6%

RDNT RADNET INC

COM

$239.5M

4,285,000

2.5%

TARS TARSUS PHARMACEUTICALS INC

COM

$234.7M

3,346,025

2.5%

APGE APOGEE THERAPEUTICS INC

COM

$234.2M

2,782,097

2.5%

SYRE SPYRE THERAPEUTICS INC

COM NEW

$210.4M

4,171,996

2.2%

COGT COGENT BIOSCIENCES INC

COM

$210.1M

5,458,675

2.2%

IRTC IRHYTHM HOLDINGS INC

COM

$196.9M

1,668,500

2.1%

STOK STOKE THERAPEUTICS INC

COM

$183.1M

5,623,525

1.9%

CYTK CYTOKINETICS INC

COM NEW

$179.4M

2,721,158

1.9%

ACAD ACADIA PHARMACEUTICALS INC

COM

$159.0M

7,144,524

1.7%

— ESTABLISHMENT LABS HLDGS INC

COM

$150.8M

2,655,695

1.6%

— APELLIS PHARMACEUTICALS INC

COM

$148.2M

3,685,045

1.6%

IMCR IMMUNOCORE HLDGS PLC

ADS

$146.8M

4,869,798

1.5%

RGEN REPLIGEN CORP

COM

$142.1M

1,206,000

1.5%

NBIX NEUROCRINE BIOSCIENCES INC

COM

$139.9M

1,062,072

1.5%

GH GUARDANT HEALTH INC

COM

$136.8M

1,481,033

1.4%

— IMMATICS N.V

SHS

$126.6M

12,869,340

1.3%

ZLAB ZAI LAB LTD

ADR

$123.7M

6,574,032

1.3%

BLTE BELITE BIO INC

SPONSORED ADS

$114.1M

715,332

1.2%

ISRG INTUITIVE SURGICAL INC

COM NEW

$101.4M

220,000

1.1%

ORKA ORUKA THERAPEUTICS INC

COM

$101.0M

2,058,148

1.1%

— GH RESEARCH PLC

ORDINARY SHARES

$83.4M

5,933,815

0.9%

XNCR XENCOR INC

COM

$81.7M

6,777,461

0.9%

— UROGEN PHARMA LTD

COM

$81.7M

4,543,895

0.9%

— CENTESSA PHARMACEUTICALS PLC

SPONSORED ADS

$81.6M

2,054,175

0.9%

IMVT IMMUNOVANT INC

COM

$78.9M

3,177,849

0.8%

RARE ULTRAGENYX PHARMACEUTICAL IN

COM

$76.4M

3,648,795

0.8%

HNGE HINGE HEALTH INC

CL A

$74.4M

1,930,000

0.8%

CSTL CASTLE BIOSCIENCES INC

COM

$67.7M

2,758,335

0.7%

RCKT ROCKET PHARMACEUTICALS INC

COM

$63.3M

17,687,772

0.7%

TSHA TAYSHA GENE THERAPIES INC

COM SHS

$61.2M

13,680,248

0.6%

— ALKERMES PLC

SHS

$59.1M

1,672,356

0.6%

CMPS COMPASS PATHWAYS PLC

SPONSORED ADS

$58.8M

10,632,390

0.6%

KOD KODIAK SCIENCES INC

COM

$56.7M

1,487,934

0.6%

REPL REPLIMUNE GROUP INC

COM

$56.3M

7,356,916

0.6%

CRNX CRINETICS PHARMACEUTICALS IN

COM

$52.7M

1,451,326

0.6%

— UNIQURE NV

SHS

$42.3M

2,586,356

0.4%

WAY WAYSTAR HLDG CORP

COM

$39.3M

1,630,000

0.4%

ARWR ARROWHEAD PHARMACEUTICALS IN

COM

$36.7M

585,682

0.4%

OBIO ORCHESTRA BIOMED HLDGS INC

COM

$35.3M

8,306,063

0.4%

VSTM VERASTEM INC

COM NEW

$34.9M

6,576,306

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

41%前 6 大占比

MDGL11.0%INSM8.3%PTGX5.6%PTCT5.5%ARGX5.4%CGON5.0%