Rtw Investments, LP Portfolio Holdings

Rtw Investments, LP

  • $7.48 Billion
  • Q3 2025

Rtw Investments, LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $7.48 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Madrigal Pharmaceuticals, Inc. with a value of $914M, Argenx Se with a value of $497M, Avidity Biosciences, Inc. with a value of $496M, Ptc Therapeutics, Inc. with a value of $475M, and Insmed Inc with a value of $444M.

Examining the 13F form we can see an increase of $973M in the current position value, from $6.51B to 7.48B.

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 $7.48 Billion
Healthcare: $7.48 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.05B
$914 Million 12.22% of portfolio
1,993,687
Q3 2024 Added 4.06%
$50.2B
$497 Million 6.64% of portfolio
673,497
Q4 2024 Added 2.91%
$3.69B
$496 Million 6.62% of portfolio
11,372,829
Q3 2025 Added 18.23%
$5.39B
$475 Million 6.35% of portfolio
7,746,415
Q2 2025 Added 3.52%
$26.2B
$444 Million 5.94% of portfolio
3,084,558
Q2 2025 Added 2.32%
$4.15B
$382 Million 5.11% of portfolio
5,756,277
Q2 2025 Added 0.64%
$19.8B
$322 Million 4.3% of portfolio
2,000,000
Q3 2025 Reduced 22.89%
$2.52B
$260 Million 3.48% of portfolio
5,477,561
Q2 2025 Reduced 26.17%
$1.4B
$258 Million 3.45% of portfolio
4,424,968
Q3 2025 Reduced 14.22%
$10.6B
$220 Million 2.93% of portfolio
866,499
Q3 2025 Added 0.34%
$4.31B
$215 Million 2.87% of portfolio
2,815,544
Q3 2025 Added 4.65%
$4.4B
$191 Million 2.55% of portfolio
2,025,277
Q3 2025 Reduced 49.38%
$1.92B
$189 Million 2.52% of portfolio
3,177,436
Q3 2025 Added 2.11%
$136B
$181 Million 2.42% of portfolio
490,000
Q3 2025 Reduced 17.02%
$1.58B
$177 Million 2.36% of portfolio
4,869,798
Q2 2024 Reduced 19.1%
$3.89B
$152 Million 2.04% of portfolio
7,144,524
Q3 2025 Reduced 20.58%
$13.9B
$149 Million 1.99% of portfolio
1,062,072
Q2 2025 New
$5.99B
$136 Million 1.82% of portfolio
1,118,883
Q3 2025 Reduced 26.24%
$1.05B
$120 Million 1.61% of portfolio
5,123,525
Q4 2024 Added 10.13%
$1.55B
$106 Million 1.42% of portfolio
2,588,831
Q3 2025 Added 0.18%
$7.94B
$101 Million 1.35% of portfolio
683,294
Q4 2024 Reduced 53.28%
$2.32B
$98 Million 1.31% of portfolio
3,258,266
Q3 2025 Added 90.83%
$9.65B
$92.5 Million 1.24% of portfolio
1,481,033
Q3 2025 Added 72.92%
$193B
$90.5 Million 1.21% of portfolio
202,456
Q1 2025 New
$553M
$88.7 Million 1.19% of portfolio
4,543,895
Q2 2025 Added 18.49%
$728M
$79.6 Million 1.06% of portfolio
5,569,564
Q3 2025 Added 0.53%
$2.13B
$77.7 Million 1.04% of portfolio
2,291,372
Q3 2025 Reduced 58.62%
$204M
$76.7 Million 1.03% of portfolio
24,354,291
Q3 2025 Reduced 2.67%
$778M
$75.1 Million 1.0% of portfolio
8,815,617
Q3 2025 Added 26.48%
$363M
$74.4 Million 0.99% of portfolio
8,707,390
Q3 2025 Added 5.9%
$891M
$73 Million 0.98% of portfolio
6,221,054
Q3 2025 Added 158.9%
$231M
$57.7 Million 0.77% of portfolio
17,687,772
Q4 2022 Added 11.93%
$2.6B
$55.6 Million 0.74% of portfolio
2,291,747
Q3 2025 Added 49.8%
$4.77B
$50.2 Million 0.67% of portfolio
1,672,356
Q3 2025 Reduced 64.28%
$2.21B
$49.8 Million 0.67% of portfolio
3,467,486
Q3 2025 New
$975M
$36.6 Million 0.49% of portfolio
2,890,567
Q3 2025 Added 70.98%
$2.34B
$36.3 Million 0.49% of portfolio
872,387
Q3 2025 Added 86.81%
$288M
$34.9 Million 0.47% of portfolio
6,250,000
Q3 2025 New
$15.6B
$34.3 Million 0.46% of portfolio
250,000
Q3 2025 Reduced 50.0%
$443M
$26.8 Million 0.36% of portfolio
6,395,732
Q3 2025 Added 209.72%
$2.9B
$23.1 Million 0.31% of portfolio
312,500
Q3 2025 New
$102M
$20.7 Million 0.28% of portfolio
6,990,806
Q3 2025 New
$408M
$19.2 Million 0.26% of portfolio
2,679,479
Q4 2024 New
$147M
$18.5 Million 0.25% of portfolio
1,696,866
Q2 2025 Added 12.24%
$255M
$11 Million 0.15% of portfolio
3,461,500
Q2 2025 New
$390M
$10.1 Million 0.14% of portfolio
1,705,960
Q3 2024 Added 62.07%
$494M
$9.38 Million 0.13% of portfolio
2,500,000
Q3 2025 New
$146M
$10.1 Million 0.13% of portfolio
3,125,000
Q3 2025 New
$112M
$6.93 Million 0.09% of portfolio
1,500,000
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $7.48 Billion
  • Prior Value $6.51 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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