RTW INVESTMENTS, LP

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
84
Total value ($000)
$11,712,927
Net value change ($000)
+1,663,174 (16.5%)
New positions
9
Sold out positions
13
Turnover %
10.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
KAILERA THERAPEUTICS INC 237,413 NEW
ORKA 197,789 195.9%
RARE 183,896 240.6%
SYRE 167,057 79.4%
TNGX 156,284 56.2%
ARGX 140,130 27.0%
QURE 139,262 329.3%
CGON 132,230 28.0%
PTCT 104,112 19.7%
CMPS 92,622 157.5%
Top Reduces (Value $000, Stocks/ETFs)
INSM -275,560 -34.8%
APGE -234,169 -100.0%
APLS -148,249 -100.0%
COGT -120,745 -57.5%
ISRG -101,418 -100.0%
CNTA -81,592 -100.0%
CRNX -52,712 -100.0%
WAY -39,299 -100.0%
ARWR -36,722 -100.0%
HNGE -32,921 -44.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type