RTW INVESTMENTS, LP
CIK 1493215 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- RCKT8.28%
- IMCR6.51%
- MRTX6.21%
- AXSM5.58%
- ACAD5.50%
- RARE5.14%
- ALNY4.91%
- ARGX3.96%
- BRKR3.84%
- CYTK3.29%
Share classes counted separately53.22%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MDGLWeight increased · +2.00 pp0.95% → 2.95%Shares +505.71K (+163.40%)
- CYTKWeight increased · +1.69 pp1.60% → 3.29%Shares -49.12K (-1.91%)
- ESTAWeight decreased · -1.57 pp2.58% → 1.01%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | RCKTROCKET PHARMACEUTICALS INC View history and evidence | $530.10M | 8.28% | 17.69M shares | 7.65% → 8.28%+0.63 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | IMCRIMMUNOCORE HOLDINGS PLC-ADRADS View history and evidence | $416.51M | 6.51% | 6.10M shares | 6.68% → 6.51%-0.17 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | MRTXMIRATI THERAPEUTICS INC View history and evidence | $397.65M | 6.21% | 6.77M shares | 6.22% → 6.21%-0.01 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | AXSMAXSOME THERAPEUTICS INC View history and evidence | $357.33M | 5.58% | 4.49M shares | 6.62% → 5.58%-1.04 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | ACADACADIA PHARMACEUTICALS INC View history and evidence | $352.35M | 5.50% | 11.25M shares | 5.09% → 5.50%+0.41 pp -322.99K (-2.79%) | Reduced | ↗▾ |
| 06 | RAREULTRAGENYX PHARMACEUTICAL IN View history and evidence | $329.34M | 5.14% | 6.89M shares | 4.07% → 5.14%+1.07 pp +1.48M (+27.42%) | Added | ↗▾ |
| 07 | ALNYALNYLAM PHARMACEUTICALS INC View history and evidence | $314.02M | 4.91% | 1.64M shares | 6.29% → 4.91%-1.38 pp -42.80K (-2.54%) | Reduced | ↗▾ |
| 08 | ARGXARGENX SE - ADRSPONSORED ADR View history and evidence | $253.82M | 3.96% | 667.20K shares | 5.26% → 3.96%-1.30 pp +160.00K (+31.55%) | Added | ↗▾ |
| 09 | BRKRBRUKER CORP View history and evidence | $245.72M | 3.84% | 3.34M shares | 4.45% → 3.84%-0.61 pp -37.61K (-1.11%) | Reduced | ↗▾ |
| 10 | CYTKCYTOKINETICS INCCOM NEW View history and evidence | $210.82M | 3.29% | 2.53M shares | 1.60% → 3.29%+1.69 pp -49.12K (-1.91%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 17
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MLTX MOONLAKE IMMUNOTHERAPEUTICS | Non-derivative | -500,000 | -$28.50M | SEC filing ↗ | SEC filing ↗ |
| ILMN ILLUMINA INC | Non-derivative | -188,125 | -$25.83M | SEC filing ↗ | SEC filing ↗ |
| AXNX AXONICS INC | Non-derivative | -442,487 | -$24.83M | SEC filing ↗ | SEC filing ↗ |
3 / 17 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1493215 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 6401901127
}Research all 64 reported holdings.
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