RTW INVESTMENTS, LP Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$2.3T
Holdings
65
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (65 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RCKTRocket Pharmaceuticals Inc | 16,812,491 | $234.5B | 10.10% | |
| 2 | ALNYAlnylam Pharmaceuticals Inc | 1,681,645 | $183.0B | 7.88% | |
| 3 | PTCTPTC Therapeutics Inc | 3,932,746 | $175.4B | 7.55% | |
| 4 | —Dicerna Pharmaceuticals Inc | 6,963,135 | $127.9B | 5.51% | |
| 5 | BMYBristol-Myers Squibb Co | 1,685,934 | $94.0B | 4.05% | |
| 6 | STOKStoke Therapeutics Inc | 3,544,248 | $81.2B | 3.49% | |
| 7 | MRTXEURMirati Therapeutics Inc | 985,166 | $75.7B | 3.26% | |
| 8 | FIXXEURHomology Medicines Inc | 4,399,250 | $68.4B | 2.94% | |
| 9 | ZBHZimmer Biomet Holdings Inc | 671,457 | $67.9B | 2.92% | |
| 10 | 3M4Masimo Corp | 382,915 | $67.8B | 2.92% | |
| 11 | IMVTImmunovant Inc | 4,426,106 | $65.9B | 2.84% | |
| 12 | ADVMCHFAdverum Biotechnologies Inc | 6,631,627 | $64.8B | 2.79% | |
| 13 | AXSMAxsome Therapeutics Inc | 1,052,969 | $61.9B | 2.67% | |
| 14 | BLUBellus Health Inc New | 5,490,992 | $54.7B | 2.36% | |
| 15 | SRPTSarepta Therapeutics Inc | 529,261 | $51.8B | 2.23% | |
| 16 | AXNX*Axonics Modulation Technolog | 1,709,000 | $43.4B | 1.87% | |
| 17 | VCELVericel Corp | 4,460,755 | $40.9B | 1.76% | |
| 18 | NTRANatera Inc | 1,266,125 | $37.8B | 1.63% | |
| 19 | —Frequency Therapeutics Inc | 2,071,199 | $36.9B | 1.59% | |
| 20 | —Translate Bio Inc | 3,692,424 | $36.8B | 1.58% | |
| 21 | GBTUSDGlobal Blood Therapeutics In | 719,489 | $36.8B | 1.58% | |
| 22 | —Myokardia Inc | 780,898 | $36.6B | 1.58% | |
| 23 | AVDLAvadel Pharmaceuticals plc | 4,616,570 | $36.3B | 1.56% | |
| 24 | OYSTOyster Pt Pharma Inc | 969,478 | $33.9B | 1.46% | |
| 25 | RLMDRelmada Therapeutics Inc | 984,542 | $33.6B | 1.45% | |
| 26 | ESTAEstablishment Labs Hldgs Inc | 2,319,138 | $33.5B | 1.44% | |
| 27 | AGENEURAgenus Inc | 13,096,625 | $32.1B | 1.38% | |
| 28 | WVEWAVE Life Sciences Ltd | 3,389,933 | $31.8B | 1.37% | |
| 29 | DMTKQDermTech Inc | 2,600,729 | $29.1B | 1.25% | |
| 30 | TNDMTandem Diabetes Care Inc | 443,725 | $28.6B | 1.23% | |
| 31 | PRQRProQR Thrapeutics N V | 4,779,135 | $26.2B | 1.13% | |
| 32 | NSTGEURNanoString Technologies Inc | 1,059,621 | $25.5B | 1.10% | |
| 33 | STAASTAAR Surgical Co | 675,650 | $21.8B | 0.94% | |
| 34 | CSTLCastle Biosciences Inc | 698,118 | $20.8B | 0.90% | |
| 35 | XGNExagen Inc | 1,255,640 | $20.0B | 0.86% | |
| 36 | PTGXProtagonist Therapeutics Inc | 2,660,392 | $18.8B | 0.81% | |
| 37 | JNJJohnson & Johnson | 116,858 | $15.3B | 0.66% | |
| 38 | ARVNArvinas Inc | 344,937 | $13.9B | 0.60% | |
| 39 | APYXApyx Med Corp | 3,391,279 | $12.2B | 0.52% | |
| 40 | TXG10x Genomics Inc | 190,109 | $11.8B | 0.51% | |
| 41 | RGNXRegenxbio Inc | 313,606 | $10.2B | 0.44% | |
| 42 | —Odonate Therapeutics Inc | 366,085 | $10.1B | 0.44% | |
| 43 | —La Jolla Pharmaceutical Co | 2,354,734 | $9.9B | 0.43% | |
| 44 | MDXGMiMedx Group Inc | 2,700,320 | $9.4B | 0.41% | |
| 45 | TELATela Bio Inc | 1,139,358 | $8.9B | 0.38% | |
| 46 | BWAYBrainsway Ltd | 1,107,420 | $8.8B | 0.38% | |
| 47 | CTMXCytomx Therapeutics Inc | 1,066,791 | $8.2B | 0.35% | |
| 48 | MISTMilestone Pharmaceuticals In | 4,315,102 | $7.9B | 0.34% | |
| 49 | QUREUniqure NV | 156,076 | $7.4B | 0.32% | |
| 50 | I9DNArbutus Biopharma Corp | 6,869,281 | $6.9B | 0.30% | |
| 51 | CLSDUSDClearside Biomedical Inc | 3,883,490 | $6.6B | 0.28% | |
| 52 | TMDXTransmedics Group Inc | 503,266 | $6.1B | 0.26% | |
| 53 | —Itamar Med Ltd | 457,218 | $5.4B | 0.23% | |
| 54 | INMDInmode Ltd | 250,000 | $5.4B | 0.23% | |
| 55 | —Lifesci Acquisition Corp | 500,000 | $5.0B | 0.22% | |
| 56 | PHGEBiomx Inc | 600,000 | $4.2B | 0.18% | |
| 57 | ARGXargenx SE | 31,752 | $4.2B | 0.18% | |
| 58 | —Vivus Inc 4.5 05/01/2020 | 4,000,000 | $3.0B | 0.13% | |
| 59 | PSNLPersonalis Inc | 255,000 | $2.1B | 0.09% | |
| 60 | PRNProfound Med Corp | 174,193 | $1.7B | 0.07% | |
| 61 | FLGTFulgent Genetics Inc | 75,000 | $807.0M | 0.03% | |
| 62 | —Motus Gi Hldgs Inc | 775,640 | $523.0M | 0.02% | |
| 63 | TWSTTwist Bioscience Corp | 15,324 | $469.0M | 0.02% | |
| 64 | VRAYQViewray Inc | 150,000 | $375.0M | 0.02% | |
| 65 | PHGEBiomX Inc | 600,000 | $360.0M | 0.02% |