StockDriftsStockDriftsTop 50 Rtw Investments LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MDGL | MADRIGAL PHARMACEUTICALS INC | 9.14% | 1.99M | $1.07B | +0.00%(+0) | $258.01(+96.65%) | 2026-06-30 | |
| ARGX | ARGENX SE | 5.62% | 709.4K | $658.2M | +0.00%(+0) | $373.38(+129.51%) | 2026-06-30 | |
| PTCT | PTC THERAPEUTICS INC | 5.39% | 7.75M | $631.9M | +0.00%(+0) | $37.81(+90.36%) | 2026-06-30 | |
| PTGX | PROTAGONIST THERAPEUTICS INC | 5.3% | 5.06M | $620.4M | +0.04%(+2.12K) | $23.63(+544.86%) | 2026-06-30 | |
| CGON | CG ONCOLOGY INC | 5.16% | 8.51M | $605.0M | +21.90%(+1.53M) | $53.16(+42.74%) | 2026-06-30 | |
| INSM | INSMED INC | 4.41% | 4.84M | $516.3M | +0.00%(+0) | $79.98(+57.95%) | 2026-06-30 | |
| TNGX | TANGO THERAPEUTICS INC | 3.71% | 13.90M | $434.5M | +4.51%(+600.00K) | $14.66(+74.91%) | 2026-06-30 | |
| SYRE | SPYRE THERAPEUTICS INC | 3.22% | 4.25M | $377.5M | +1.92%(+80.00K) | $22.99(+342.93%) | 2026-06-30 | |
| CELC | CELCUITY INC | 2.95% | 3.30M | $345.8M | +8.73%(+265.28K) | $101.51(-14.69%) | 2026-06-30 | |
| ERAS | ERASCA INC | 2.81% | 17.95M | $328.8M | +11.08%(+1.79M) | $10.56(+69.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.44% | +42.15% | -1.93% | -9.28% |
| Top 20 Holdings Unweighted | +15.52% | +54.17% | -0.47% | -2.32% |
Rtw Investments LP reports $11.71B in US-listed equity holdings across 84 positions in its most recent 13F filing. Its largest disclosed positions are MDGL (9.1%), ARGX (5.6%) and PTCT (5.4%). The top 20 holdings account for 69.12% of reported assets. Its disclosed equity book has returned +42.15% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rtw Investments LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1493215). View Rtw Investments LP’s 13F filings on SEC