Rtw Investments, LP Portfolio Holdings

Rtw Investments, LP

  • $6.51 Billion
  • Q2 2025

Rtw Investments, LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.51 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Madrigal Pharmaceuticals, Inc. with a value of $603M, Natera, Inc. with a value of $438M, Ptc Therapeutics, Inc. with a value of $378M, Argenx Se with a value of $371M, and Protagonist Therapeutics, Inc with a value of $318M.

Examining the 13F form we can see an increase of $407M in the current position value, from $6.1B to 6.51B.

Rtw Investments, LP is based out at New York, NY

Below you can find more details about Rtw Investments, LP portfolio as well as his latest detailed transactions.

Portfolio value $6.51 Billion
Healthcare: $6.51 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.14B
$603 Million 9.27% of portfolio
1,993,687
Q3 2024 Added 4.06%
$15.5B
$438 Million 6.73% of portfolio
2,593,645
Q2 2025 Added 0.0%
$3.24B
$378 Million 5.81% of portfolio
7,746,415
Q2 2025 Added 3.52%
$35.3B
$371 Million 5.7% of portfolio
673,497
Q4 2024 Added 2.91%
$2.68B
$318 Million 4.89% of portfolio
5,756,277
Q2 2025 Added 0.64%
$16.5B
$310 Million 4.77% of portfolio
3,084,558
Q2 2025 Added 2.32%
$2.23B
$292 Million 4.49% of portfolio
5,477,561
Q2 2025 Reduced 26.17%
$6.41B
$289 Million 4.43% of portfolio
3,051,878
Q2 2025 Added 7.13%
$2.41B
$273 Million 4.2% of portfolio
9,618,845
Q2 2025 Added 9.97%
$142B
$234 Million 3.59% of portfolio
590,517
Q2 2025 Added 0.05%
$9.42B
$222 Million 3.4% of portfolio
863,553
Q2 2025 Added 0.09%
$2.93B
$210 Million 3.23% of portfolio
4,000,553
Q2 2025 Reduced 4.05%
$4.12B
$194 Million 2.98% of portfolio
8,995,547
Q2 2025 Added 5.33%
$3.36B
$194 Million 2.97% of portfolio
5,536,876
Q2 2025 Added 76.52%
$4.51B
$158 Million 2.43% of portfolio
1,516,903
Q2 2025 Reduced 48.1%
$1.4B
$153 Million 2.35% of portfolio
4,869,798
Q2 2024 Reduced 19.1%
$4.49B
$134 Million 2.06% of portfolio
4,682,289
Q2 2025 Reduced 31.99%
$12.3B
$133 Million 2.05% of portfolio
1,062,072
Q2 2025 New
$1.37B
$126 Million 1.94% of portfolio
3,111,680
Q2 2025 Reduced 6.16%
$7.89B
$115 Million 1.77% of portfolio
683,294
Q4 2024 Reduced 53.28%
$816M
$110 Million 1.7% of portfolio
2,584,131
Q2 2025 Added 0.01%
$169B
$110 Million 1.69% of portfolio
202,456
Q1 2025 New
$3.23B
$89.9 Million 1.38% of portfolio
2,721,158
Q2 2024 Added 7.77%
$668M
$71.9 Million 1.1% of portfolio
5,158,231
Q2 2025 Added 20.93%
$363M
$70.2 Million 1.08% of portfolio
8,221,929
Q2 2025 Added 48.46%
$15.6B
$68.5 Million 1.05% of portfolio
500,000
Q2 2025 Added 405.07%
$632M
$67.5 Million 1.04% of portfolio
5,540,457
Q2 2025 Added 0.74%
$437M
$62.3 Million 0.96% of portfolio
4,543,895
Q2 2025 Added 18.49%
$1.97B
$62.1 Million 0.95% of portfolio
1,707,402
Q1 2025 Reduced 13.24%
$229B
$60.4 Million 0.93% of portfolio
444,000
Q2 2025 New
$533M
$58.2 Million 0.89% of portfolio
5,123,525
Q4 2024 Added 10.13%
$141M
$57.8 Million 0.89% of portfolio
25,021,584
Q2 2025 Added 33.18%
$5.63B
$44.6 Million 0.68% of portfolio
856,501
Q2 2025 New
$220M
$43.3 Million 0.67% of portfolio
17,687,772
Q4 2022 Added 11.93%
$489M
$37.5 Million 0.58% of portfolio
6,970,152
Q2 2025 Added 0.88%
$2.04B
$35 Million 0.54% of portfolio
741,090
Q2 2025 New
$1.61B
$20.1 Million 0.31% of portfolio
1,529,836
Q2 2025 Added 2,959.67%
$420M
$19.3 Million 0.3% of portfolio
1,967,527
Q1 2025 Reduced 73.69%
$259M
$19.2 Million 0.29% of portfolio
2,065,010
Q4 2024 Added 82.13%
$463M
$18.9 Million 0.29% of portfolio
2,402,883
Q4 2024 Added 317.89%
$602M
$16.1 Million 0.25% of portfolio
1,690,567
Q1 2025 Reduced 67.61%
$1.53B
$13.4 Million 0.21% of portfolio
467,000
Q2 2025 New
$332M
$12.8 Million 0.2% of portfolio
1,705,960
Q3 2024 Added 62.07%
$155M
$11.8 Million 0.18% of portfolio
1,696,866
Q2 2025 Added 12.24%
$209M
$10.7 Million 0.16% of portfolio
2,679,479
Q4 2024 New
$123M
$7.86 Million 0.12% of portfolio
3,461,500
Q2 2025 New
$734M
$5.85 Million 0.09% of portfolio
900,000
Q3 2024 New
$49.8M
$4.86 Million 0.07% of portfolio
2,506,102
Q4 2024 Reduced 23.03%
Adagio Med Hldgs Inc
-
$0 0.0% of portfolio
-
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $6.51 Billion
  • Prior Value $6.1 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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