RI
RTW Investments Portfolio holdings
AUM
$10B
1-Year Est. Return
135.35%
This Fund
S&P 500
1 Year Est. Return
+135.35%
AUM
$10B
AUM Growth
+$66.4M
(+0.67%)
Holding
98
Top Buys
| 1 | +$282M | |
| 2 | +$271M | |
| 3 | +$189M | |
| 4 |
Tango Therapeutics
TNGX
|
+$164M |
| 5 |
iRhythm Holdings
IRTC
|
+$70.2M |
Top Sells
| 1 | +$269M | |
| 2 | +$162M | |
| 3 | +$92.3M | |
| 4 |
Masimo
MASI
|
+$88.9M |
| 5 |
APLS
Apellis Pharmaceuticals
APLS
|
+$85.8M |
Sector Composition
| 1 | Healthcare | 99.92% |
| 2 | Financials | 0.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Madrigal Pharmaceuticals
MDGL
$11.5B
| $1.04B | 10.38% |
1,993,687
|
|
||
2
Insmed
INSM
$23.2B
| $792M | 7.88% |
4,842,880
+1
|
|
||
3
Protagonist Therapeutics
PTGX
$6.4B
| $533M | 5.31% |
5,059,053
|
|
||
4
PTC Therapeutics
PTCT
$6.13B
| $528M | 5.25% |
7,746,415
|
|
||
5
argenx
ARGX
$52B
| $518M | 5.16% |
709,446
+35,949
|
|
||
6
CG Oncology
CGON
$5.49B
| $473M | 4.7% |
6,984,808
+4,972,681
|
|
||
7
Celcuity
CELC
$6.48B
| $347M | 3.45% |
3,039,621
+2,489,461
|
|
||
|
8
Tango Therapeutics
TNGX
$3.18B
| $278M | 2.77% |
13,300,620
+11,809,392
|
|
||
9
Erasca
ERAS
$3.99B
| $261M | 2.6% |
16,157,175
+16,010,524
|
|
||
10
Natera
NTRA
$32B
| $250M | 2.49% |
1,250,000
-250,000
|
|
||
11
RadNet
RDNT
$4.37B
| $239M | 2.38% |
4,285,000
+346,500
|
|
||
12
Tarsus Pharmaceuticals
TARS
$2.56B
| $235M | 2.34% |
3,346,025
+10,705
|
|
||
13
Apogee Therapeutics
APGE
$6.19B
| $234M | 2.33% |
2,782,097
+70,000
|
|
||
14
Spyre Therapeutics
SYRE
$6.38B
| $210M | 2.09% |
4,171,996
|
|
||
15
Cogent Biosciences
COGT
$5.97B
| $210M | 2.09% |
5,458,675
-2,133,566
|
|
||
|
16
iRhythm Holdings
IRTC
$3.74B
| $197M | 1.96% |
1,668,500
+486,510
|
|
||
17
Stoke Therapeutics
STOK
$1.93B
| $183M | 1.82% |
5,623,525
+76,669
|
|
||
18
Cytokinetics
CYTK
$10.4B
| $179M | 1.78% |
2,721,158
|
|
||
19
Acadia Pharmaceuticals
ACAD
$3.71B
| $159M | 1.58% |
7,144,524
|
|
||
20
Establishment Labs
ESTA
$2.08B
| $151M | 1.5% |
2,655,695
+66,864
|
|
||
|
APLS
21
DELISTED
Apellis Pharmaceuticals
APLS
| $148M | 1.48% |
3,685,045
-3,981,719
|
|
||
22
Immunocore
IMCR
$1.47B
| $147M | 1.46% |
4,869,798
|
|
||
23
Repligen
RGEN
$6.99B
| $142M | 1.41% |
1,206,000
+142,000
|
|
||
24
Neurocrine Biosciences
NBIX
$15.9B
| $140M | 1.39% |
1,062,072
|
|
||
25
Guardant Health
GH
$17.2B
| $137M | 1.36% |
1,481,033
|
|