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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
+13.47%
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
$10B
AUM Growth
+$66.4M
Cap. Flow
+$419M
Cap. Flow %
4.17%
Top 10 Hldgs %
49.99%
Holding
98
New
7
Increased
30
Reduced
13
Closed
10

Top Buys

Rank Stock Value
1
CGON icon
CG Oncology
CGON
+$282M
2
CELC icon
Celcuity
CELC
+$271M
3
ERAS icon
Erasca
ERAS
+$189M
4
TNGX icon
Tango Therapeutics
TNGX
+$164M
5
IRTC icon
iRhythm Holdings
IRTC
+$70.2M

Top Sells

Rank Stock Value
1
PEN icon
Penumbra
PEN
+$269M
2
AXSM icon
Axsome Therapeutics
AXSM
+$162M
3
PODD icon
Insulet
PODD
+$92.3M
4
MASI
Masimo
MASI
+$88.9M
5
APLS
Apellis Pharmaceuticals
APLS
+$85.8M

Sector Composition

Rank Sector Weight
1 Healthcare 99.92%
2 Financials 0.08%

No holdings matched the selected filter criteria.

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RTW Investments's Q1 2026 Portfolio in Review

As of Q1 2026, RTW Investments held 98 positions worth $10B, up 0.67% from $9.98B the previous quarter. Its ten largest holdings account for 50% of the portfolio.

RTW Investments deployed $419M of net new capital in Q1 2026, opening 7 new positions and adding to 30 existing holdings. Its largest new stake was Waystar Holding Corp: 1,630,000 shares worth $39.3M.

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

On the sell side, the largest reduction was Apellis Pharmaceuticals, an estimated $85.8M trimmed.

  • RTW Investments's largest Q1 2026 buy was Waystar Holding Corp: 1,630,000 shares worth $39.3M.
  • RTW Investments added most to CG Oncology in Q1 2026, an estimated $282M increase.
  • RTW Investments's biggest Q1 2026 reduction was Apellis Pharmaceuticals, cutting an estimated $85.8M.
  • RTW Investments fully exited Penumbra in Q1 2026, selling an estimated $269M.
  • RTW Investments's ten largest holdings make up 50% of its $10B portfolio in Q1 2026.
  • RTW Investments opened 7 new positions and closed 10 in Q1 2026.
  • RTW Investments's portfolio value rose 0.67% quarter-over-quarter to $10B.

Based on RTW Investments's 13F filing for Q1 2026, filed 15 May 2026.