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RTW INVESTMENTS, L.P. (Beneficial Owner of more than 10% of a Class of Security)
notranja oseba · portfelj $11.7 mrd. · 84 pozicij · poročilo na dan 30.06.2026
Pozicije v Delnicah poročilo za 30.06.2026, oddano 14.08.2026; sprememba — v primerjavi z 31.03.2026 · 97
| Podjetje | Delnice | Vrednost | % portfelja | Sprememba v Četrtletju |
|---|---|---|---|---|
| Madrigal Pharmaceuticals Inc US:MDGL | 1 993 687 | $1.07 mrd. | 9.14% | — |
| argenx NV ADR US:ARGX · potrdilo o deponiranju | 709 446 | $658 mio. | 5.62% | — |
| PTC Therapeutics Inc US:PTCT | 7 746 415 | $632 mio. | 5.39% | — |
| Protagonist Therapeutics Inc US:PTGX | 5 061 175 | $620 mio. | 5.30% | +2 122 |
| CG Oncology, Inc. US:CGON | 8 514 590 | $605 mio. | 5.16% | +1 529 782 |
| Insmed Inc US:INSM | 4 842 880 | $516 mio. | 4.41% | — |
| Tango Therapeutics, Inc. US:TNGX | 13 900 620 | $435 mio. | 3.71% | +600 000 |
| Spyre Therapeutics Inc. US:SYRE | 4 251 996 | $377 mio. | 3.22% | +80 000 |
| Celcuity LLC US:CELC | 3 304 903 | $346 mio. | 2.95% | +265 282 |
| Erasca Inc US:ERAS | 17 946 754 | $329 mio. | 2.81% | +1 789 579 |
| RadNet Inc US:RDNT | 4 846 958 | $299 mio. | 2.55% | +561 958 |
| Oruka Therapeutics, Inc. US:ORKA | 3 139 030 | $299 mio. | 2.55% | +1 080 882 |
| Natera, Inc. US:NTRA | 1 000 000 | $271 mio. | 2.32% | −250 000 |
| Ultragenyx US:RARE | 7 796 895 | $260 mio. | 2.22% | +4 148 100 |
| iRhythm Technologies Inc US:IRTC | 2 182 631 | $260 mio. | 2.22% | +514 131 |
| Cytokinetics Inc US:CYTK | 2 862 003 | $244 mio. | 2.08% | +140 845 |
| Kailera Therapeutics, Inc. US:KLRA | 10 776 820 | $237 mio. | 2.03% | nova |
| ESTABLISHMENT LABS HLDGS INC CUSIP G31249108 | 2 655 695 | $228 mio. | 1.95% | — |
| Guardant Health Inc US:GH | 1 481 033 | $222 mio. | 1.90% | — |
| Neurocrine Biosciences Inc US:NBIX | 1 267 925 | $214 mio. | 1.82% | +205 853 |
| Tarsus Pharmaceuticals Inc US:TARS | 3 357 059 | $211 mio. | 1.80% | +11 034 |
| Stoke Therapeutics, Inc. US:STOK | 5 623 525 | $184 mio. | 1.57% | — |
| UNIQURE NV CUSIP N90064101 | 3 941 572 | $182 mio. | 1.55% | +1 355 216 |
| ACADIA PHARMACEUTICALS INC US:ACAD | 7 144 524 | $181 mio. | 1.54% | — |
| REPLIGEN CORP US:RGEN | 1 240 637 | $169 mio. | 1.45% | +34 637 |
| UROGEN PHARMA LTD CUSIP M96088105 | 4 543 895 | $167 mio. | 1.43% | — |
| GH RESEARCH PLC CUSIP G3855L106 | 5 933 815 | $160 mio. | 1.36% | — |
| Immunocore Holdings Ltd US:IMCR · potrdilo o deponiranju | 4 869 798 | $155 mio. | 1.32% | — |
| Compass Pathways Plc US:CMPS · potrdilo o deponiranju | 10 700 974 | $151 mio. | 1.29% | +68 584 |
| IMMATICS N.V CUSIP N44445109 | 12 946 176 | $131 mio. | 1.12% | +76 836 |
| Zai Lab Ltd US:ZLAB · potrdilo o deponiranju | 6 574 032 | $125 mio. | 1.07% | — |
| Immunovant, Inc. US:IMVT | 3 177 849 | $122 mio. | 1.05% | — |
| Belite Bio Inc ADR US:BLTE · potrdilo o deponiranju | 715 332 | $110 mio. | 0.94% | — |
| Xencor Inc US:XNCR | 6 777 461 | $109 mio. | 0.93% | — |
| Taysha Gene Therapies Inc US:TSHA | 13 560 258 | $92.3 mio. | 0.79% | −119 990 |
| Cogent Biosciences Inc US:COGT | 2 309 021 | $89.4 mio. | 0.76% | −3 149 654 |
| ALKERMES PLC CUSIP G01767105 | 1 672 356 | $87.6 mio. | 0.75% | — |
| Structure Therapeutics Inc.… US:GPCR · potrdilo o deponiranju | 1 607 507 | $86.3 mio. | 0.74% | nova |
| Replimune Group Inc US:REPL | 7 411 581 | $82.0 mio. | 0.70% | +54 665 |
| Castle Biosciences Inc US:CSTL | 2 778 335 | $66.3 mio. | 0.57% | +20 000 |
| Candel Therapeutics Inc US:CADL | 6 422 018 | $66.1 mio. | 0.56% | — |
| Rocket Pharmaceuticals Inc US:RCKT | 17 687 772 | $60.5 mio. | 0.52% | — |
| Kodiak Sciences Inc US:KOD | 1 487 934 | $58.0 mio. | 0.49% | — |
| Aktis Oncology, Inc. US:AKTS | 1 592 043 | $51.3 mio. | 0.44% | — |
| Axogen Inc US:AXGN | 1 011 576 | $46.7 mio. | 0.40% | nova |
| Danaher Corporation US:DHR | 230 000 | $43.8 mio. | 0.37% | nova |
| Cullinan Therapeutics, Inc. US:CGEM | 2 364 347 | $43.1 mio. | 0.37% | +658 387 |
| Neurogene Inc US:NGNE | 1 362 456 | $42.8 mio. | 0.37% | — |
| Hinge Health, Inc. US:HNGE | 500 000 | $41.5 mio. | 0.35% | −1 430 000 |
| Orchestra BioMed Holdings In… US:OBIO | 9 556 063 | $41.2 mio. | 0.35% | +1 250 000 |
| Solid Biosciences LLC US:SLDB | 3 892 926 | $38.9 mio. | 0.33% | nova |
| Savara Inc US:SVRA | 5 952 380 | $36.7 mio. | 0.31% | — |
| Aquestive Therapeutics, Inc. US:AQST | 7 426 471 | $30.9 mio. | 0.26% | — |
| Kymera Therapeutics Inc US:KYMR | 240 000 | $27.5 mio. | 0.23% | — |
| Verastem Inc US:VSTM | 6 635 793 | $25.3 mio. | 0.22% | +59 487 |
| Dianthus Therapeutics Inc. US:DNTH | 248 063 | $24.2 mio. | 0.21% | — |
| Beta Bionics, Inc. US:BBNX | 1 500 000 | $23.5 mio. | 0.20% | −500 000 |
| Century Therapeutics Inc US:IPSC | 8 695 652 | $21.3 mio. | 0.18% | — |
| Evommune, Inc. US:EVMN | 1 502 235 | $20.0 mio. | 0.17% | — |
| Beam Therapeutics Inc. US:BEAM | 570 394 | $19.6 mio. | 0.17% | — |
| Definium Therapeutics, Inc. US:DFTX | 400 000 | $18.8 mio. | 0.16% | +100 000 |
| Ideaya Biosciences Inc US:IDYA | 370 370 | $13.8 mio. | 0.12% | nova |
| ATAIBECKLEY INC CUSIP 04650F101 | 2 000 000 | $10.5 mio. | 0.09% | — |
| Milestone Pharmaceuticals In… US:MIST | 7 833 336 | $10.5 mio. | 0.09% | +1 502 335 |
| Ocugen Inc US:OCGN | 6 666 666 | $10.2 mio. | 0.09% | — |
| Tenax Therapeutics Inc US:TENX | 696 570 | $10.1 mio. | 0.09% | +326 324 |
| Heartflow, Inc. US:HTFL | 295 000 | $8.66 mio. | 0.07% | −200 000 |
| PERCEPTIVE CAP SOLUTIONS COR CUSIP G70077105 | 742 500 | $8.08 mio. | 0.07% | — |
| WAVE LIFE SCIENCES LTD CUSIP Y95308105 | 1 350 000 | $7.84 mio. | 0.07% | — |
| Larimar Therapeutics Inc US:LRMR | 2 565 999 | $7.83 mio. | 0.07% | +1 065 999 |
| Lumexa Imaging Holdings, Inc… US:LMRI | 650 000 | $7.33 mio. | 0.06% | — |
| Allogene Therapeutics Inc US:ALLO | 3 250 000 | $6.76 mio. | 0.06% | nova |
| CRESCENT BIOPHARMA INC. CUSIP G2545C104 | 372 856 | $6.71 mio. | 0.06% | — |
| 4D Molecular Therapeutics In… US:FDMT | 475 737 | $6.33 mio. | 0.05% | — |
| Maze Therapeutics, Inc. US:MAZE | 212 000 | $6.33 mio. | 0.05% | nova |
| Capricor Therapeutics Inc US:CAPR | 250 000 | $6.02 mio. | 0.05% | — |
| Kalaris Therapeutics, Inc. US:KLRS | 1 300 000 | $5.29 mio. | 0.05% | — |
| ABIVAX US:ABVX · potrdilo o deponiranju | 26 400 | $3.52 mio. | 0.03% | nova |
| Avalo Therapeutics Inc US:AVTX | 175 000 | $3.23 mio. | 0.03% | −681 962 |
| Medline Inc. Class A US:MDLN | 70 000 | $2.76 mio. | 0.02% | — |
| Disc Medicine Inc. US:IRON | 30 000 | $2.19 mio. | 0.02% | — |
| ImageneBio, Inc. US:IMA | 334 445 | $1.97 mio. | 0.02% | — |
| Exagen Inc US:XGN | 195 000 | $907 tis. | 0.01% | −200 231 |
| ROCKET PHARMACEUTICALS INC CUSIP 77313F114 | 350 000 | $1.19 tis. | 0.00% | — |
| APOGEE THERAPEUTICS INC CUSIP 03770N101 | 0 (bilo je 2 782 097) | — | — | prodana |
| Arrowhead Pharmaceuticals In… US:ARWR | 0 (bilo je 585 682) | — | — | prodana |
| CENTESSA PHARMACEUTICALS PLC CUSIP 152309100 | 0 (bilo je 2 054 175) | — | — | prodana |
| Compass Therapeutics, Inc. US:CMPX | 0 (bilo je 4 186 599) | — | — | prodana |
| CRINETICS PHARMACEUTICALS IN CUSIP 22663K107 | 0 (bilo je 1 451 326) | — | — | prodana |
| Fulgent Genetics Inc US:FLGT | 0 (bilo je 1 289 000) | — | — | prodana |
| Intuitive Surgical Inc US:ISRG | 0 (bilo je 220 000) | — | — | prodana |
| INVENTIVA US:IVA · potrdilo o deponiranju | 0 (bilo je 1 298 702) | — | — | prodana |
| Omada Health, Inc. US:OMDA | 0 (bilo je 200 000) | — | — | prodana |
| STRYKER CORP US:SYK | 0 (bilo je 100 000) | — | — | prodana |
| Waystar Holding Corp. US:WAY | 0 (bilo je 1 630 000) | — | — | prodana |
| Jade Biosciences, Inc. US:JBIO | 0 (bilo je 573 205) | — | — | prodana |
| APELLIS PHARMACEUTICALS INC CUSIP 03753U106 | 0 (bilo je 3 685 045) | — | — | prodana |
V podjetjih iz naše baze podatkov 8
| Podjetje | Delež | Delnice | Datum Poročila |
|---|---|---|---|
| UroGen Pharma Ltd | 9.3% | 4 543 895 | 2026-06-30 |
| Madrigal Pharmaceuticals Inc | 8.63% | 1 993 687 | 2026-06-30 |
| Ultragenyx | 7.91% | 7 796 895 | 2026-06-30 |
| Verastem Inc | 7.33% | 6 635 793 | 2026-06-30 |
| iRhythm Technologies Inc | 6.62% | 2 182 631 | 2026-06-30 |
| Zai Lab Ltd | 5.78% | 6 574 032 | 2026-06-30 |
| Uniqure NV | 5.68% | 3 941 572 | 2026-06-30 |
| Allurion Technologies, Inc. | — | — | 2025-11-12 |
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