StockDriftsStockDriftsTop 50 Rtw Investments LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MDGL | MADRIGAL PHARMACEUTICALS INC | 10.38% | 1.99M | $1.04B | +0.00%(+0) | $258.01(+104.68%) | 2026-03-31 | |
| INSM | INSMED INC | 7.88% | 4.84M | $791.9M | +0.00%(+1) | $79.98(+39.53%) | 2026-03-31 | |
| PTGX | PROTAGONIST THERAPEUTICS INC | 5.31% | 5.06M | $533.2M | +0.00%(+0) | $23.59(+457.85%) | 2026-03-31 | |
| PTCT | PTC THERAPEUTICS INC | 5.25% | 7.75M | $527.8M | +0.00%(+0) | $37.81(+120.35%) | 2026-03-31 | |
| ARGX | ARGENX SE | 5.16% | 709.4K | $518.1M | +5.34%(+35.95K) | $373.38(+151.67%) | 2026-03-31 | |
| CGON | CG ONCOLOGY INC | 4.7% | 6.98M | $472.7M | +247.14%(+4.97M) | $50.02(+40.67%) | 2026-03-31 | |
| CELC | CELCUITY INC | 3.45% | 3.04M | $346.9M | +452.50%(+2.49M) | $101.08(+6.80%) | 2026-03-31 | |
| TNGX | TANGO THERAPEUTICS INC | 2.77% | 13.30M | $278.2M | +791.92%(+11.81M) | $14.19(+107.64%) | 2026-03-31 | |
| ERAS | ERASCA INC | 2.6% | 16.16M | $261.4M | +10917.43%(+16.01M) | $9.89(+86.82%) | 2026-03-31 | |
| NTRA | NATERA INC | 2.49% | 1.25M | $250.0M | -16.67%(-250.00K) | $42.31(+560.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.68% | +31.96% |
| Top 20 Holdings Unweighted | +9.89% | +32.71% |
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