Rtw Investments, LP Portfolio Holdings

Rtw Investments, LP

  • $6.1 Billion
  • Q1 2025

Rtw Investments, LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6.1 Billion distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Madrigal Pharmaceuticals, Inc. with a value of $660M, Argenx Se with a value of $399M, Ptc Therapeutics, Inc. with a value of $381M, Natera, Inc. with a value of $367M, and Axsome Therapeutics, Inc. with a value of $341M.

Examining the 13F form we can see an decrease of $27.2M in the current position value, from $6.13B to 6.1B.

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 $6.1 Billion
Healthcare: $6.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.99B
$660 Million 10.82% of portfolio
1,993,687
Q3 2024 Added 4.06%
$31.3B
$399 Million 6.53% of portfolio
673,497
Q4 2024 Added 2.91%
$3.24B
$381 Million 6.25% of portfolio
7,483,127
Q1 2025 Added 1.22%
$14.5B
$367 Million 6.01% of portfolio
2,593,546
Q1 2025 Added 0.01%
$4.6B
$341 Million 5.58% of portfolio
2,922,729
Q1 2025 Reduced 27.86%
$1.83B
$300 Million 4.92% of portfolio
7,419,340
Q1 2025 Added 8.16%
$2.19B
$277 Million 4.53% of portfolio
5,719,415
Q1 2025 Added 4.02%
$1.51B
$258 Million 4.23% of portfolio
8,746,926
Q1 2025 Added 10.26%
$10.6B
$231 Million 3.78% of portfolio
862,770
Q1 2025 Added 0.04%
$9.11B
$230 Million 3.77% of portfolio
3,014,558
Q4 2024 Reduced 7.87%
$5.13B
$227 Million 3.72% of portfolio
6,884,698
Q1 2025 Reduced 8.91%
$149B
$220 Million 3.6% of portfolio
590,221
Q4 2024 Added 48.7%
$4.25B
$181 Million 2.96% of portfolio
2,848,800
Q1 2025 Added 56.44%
$1.84B
$175 Million 2.88% of portfolio
4,169,393
Q2 2024 Added 1.46%
$1.19B
$170 Million 2.79% of portfolio
3,316,032
Q1 2025 Added 2.46%
$1.28B
$144 Million 2.37% of portfolio
4,869,798
Q2 2024 Reduced 19.1%
$509M
$118 Million 1.93% of portfolio
17,687,772
Q4 2022 Added 11.93%
$3.45B
$115 Million 1.89% of portfolio
2,317,582
Q1 2025 Added 17.13%
$8.17B
$114 Million 1.87% of portfolio
683,294
Q4 2024 Reduced 53.28%
$2.81B
$113 Million 1.86% of portfolio
3,136,680
Q1 2025 Added 25.01%
$2.81B
$109 Million 1.79% of portfolio
2,721,158
Q2 2024 Added 7.77%
$889M
$105 Million 1.73% of portfolio
2,583,887
Q1 2025 Added 0.55%
$199B
$100 Million 1.64% of portfolio
202,456
Q1 2025 New
$4.45B
$82.4 Million 1.35% of portfolio
1,125,000
Q1 2025 Added 15.74%
$2.44B
$61.8 Million 1.01% of portfolio
1,707,402
Q1 2025 Reduced 13.24%
$557M
$60.7 Million 0.99% of portfolio
5,499,769
Q1 2025 Added 65.3%
$363M
$47.3 Million 0.77% of portfolio
5,538,168
Q1 2025 Added 78.71%
$619M
$45.2 Million 0.74% of portfolio
4,265,428
Q1 2025 Added 372.04%
$182M
$42.4 Million 0.69% of portfolio
3,834,794
Q4 2024 Added 1.25%
$380M
$34.1 Million 0.56% of portfolio
5,123,525
Q4 2024 Added 10.13%
$358M
$31.2 Million 0.51% of portfolio
6,909,510
Q1 2025 Added 5.64%
$131M
$26.1 Million 0.43% of portfolio
18,787,866
Q1 2025 Added 116.63%
$490M
$25.6 Million 0.42% of portfolio
2,402,883
Q4 2024 Added 317.89%
$333M
$23.4 Million 0.38% of portfolio
3,334,308
Q4 2024 Added 19.84%
$356M
$20.1 Million 0.33% of portfolio
2,065,010
Q4 2024 Added 82.13%
$4.36B
$18.7 Million 0.31% of portfolio
190,000
Q1 2025 New
$605M
$17.7 Million 0.29% of portfolio
1,690,567
Q1 2025 Reduced 67.61%
$24M
$14.4 Million 0.24% of portfolio
11,764,000
Q4 2024 New
$364M
$14.3 Million 0.23% of portfolio
1,967,527
Q1 2025 Reduced 73.69%
$15.6B
$13.6 Million 0.22% of portfolio
98,997
Q1 2025 New
$330M
$12.9 Million 0.21% of portfolio
1,705,960
Q3 2024 Added 62.07%
$165M
$8.52 Million 0.14% of portfolio
2,679,479
Q4 2024 New
$1.26B
$8.57 Million 0.14% of portfolio
438,659
Q1 2025 New
$549M
$7.27 Million 0.12% of portfolio
900,000
Q3 2024 New
$95.4M
$5.43 Million 0.09% of portfolio
1,511,866
Q2 2024 Added 0.48%
$35.7M
$2 Million 0.03% of portfolio
2,506,102
Q4 2024 Reduced 23.03%
$1.2B
$719,000 0.01% of portfolio
50,000
Q3 2024 New
Spyre Therapeutics Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 11.16%
Verastem Inc
-
$0 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $6.1 Billion
  • Prior Value $6.13 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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