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RTW Investments Portfolio holdings

AUM $10B
1-Year Est. Return 135.35%
This Fund
S&P 500
This Quarter Est. Return
+5.22%
1 Year Est. Return
+135.35%
3 Year Est. Return
+383.62%
5 Year Est. Return
+523.94%
10 Year Est. Return
+15,981.64%
AUM
$6.61B
AUM Growth
-$298M
Cap. Flow
-$123M
Cap. Flow %
-1.86%
Top 10 Hldgs %
48.57%
Holding
77
New
9
Increased
21
Reduced
16
Closed
5

Top Buys

Rank Stock Value
1
GMED icon
Globus Medical
GMED
+$76.7M
2
SYK icon
Stryker
SYK
+$71.6M
3
ZLAB icon
Zai Lab
ZLAB
+$69.6M
4
VRNA
Verona Pharma
VRNA
+$68.4M
5
XNCR icon
Xencor
XNCR
+$42M

Top Sells

Rank Stock Value
1
GERN icon
Geron
GERN
+$200M
2
MASI
Masimo
MASI
+$123M
3
ACAD icon
Acadia Pharmaceuticals
ACAD
+$80.7M
4
BRKR icon
Bruker
BRKR
+$59.1M
5
GKOS icon
Glaukos
GKOS
+$50.3M

Sector Composition

Rank Sector Weight
1 Healthcare 99.89%
2 Financials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TXG icon
76
10x Genomics
TXG
$6.61B
– –
-502,856
Closed -$11.4M
TEM
77
Tempus AI
TEM
$9.39B
– –
-400,000
Closed -$22.6M
1 2 3
4

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RTW Investments's Q4 2024 Portfolio in Review

As of Q4 2024, RTW Investments held 77 positions worth $6.61B, down 4.3% from $6.91B the previous quarter. Its ten largest holdings account for 49% of the portfolio.

RTW Investments's Q4 2024 filing shows 9 new, 21 increased, 16 reduced and 5 closed positions. Its largest new stake was Globus Medical: 972,000 shares worth $80.4M. The largest sale was Geron, an estimated $200M.

By sector, the portfolio is most concentrated in Healthcare at 100% of assets, down from 100% a quarter earlier, followed by Financials.

  • RTW Investments's largest Q4 2024 buy was Globus Medical: 972,000 shares worth $80.4M.
  • RTW Investments added most to Stryker in Q4 2024, an estimated $71.6M increase.
  • RTW Investments's biggest Q4 2024 reduction was Masimo, cutting an estimated $123M.
  • RTW Investments fully exited Geron in Q4 2024, selling an estimated $200M.
  • RTW Investments's ten largest holdings make up 49% of its $6.61B portfolio in Q4 2024.
  • RTW Investments opened 9 new positions and closed 5 in Q4 2024.
  • RTW Investments's portfolio value fell 4.3% quarter-over-quarter to $6.61B.

Based on RTW Investments's 13F filing for Q4 2024, filed 14 Feb 2025.