RTW INVESTMENTS, LP Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$1.7T
Holdings
60
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (60 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RCKTRocket Pharmaceuticals Inc | 16,587,491 | $192.5B | 11.45% | |
| 2 | ALNYAlnylam Pharmaceuticals Inc | 1,767,628 | $142.2B | 8.45% | |
| 3 | PTCTPTC Therapeutics Inc | 3,651,361 | $123.5B | 7.34% | |
| 4 | —Dicerna Pharmaceuticals Inc | 6,202,425 | $89.1B | 5.30% | |
| 5 | BMYBristol Myers Squibb Co | 1,565,307 | $79.4B | 4.72% | |
| 6 | STOKStoke Therapeutics Inc | 3,355,466 | $69.4B | 4.13% | |
| 7 | MISTMilestone Pharmaceuticals In | 3,521,856 | $63.8B | 3.80% | |
| 8 | ZBHZimmer Biomet Hldgs Inc | 403,000 | $55.3B | 3.29% | |
| 9 | 3M4Masimo Corp | 371,155 | $55.2B | 3.28% | |
| 10 | SRPTSarepta Therapeutics Inc | 724,311 | $54.6B | 3.24% | |
| 11 | —Achillion Pharmaceuticals In | 13,864,383 | $49.9B | 2.97% | |
| 12 | MRTXEURMirati Therapeutics Inc | 592,776 | $46.2B | 2.75% | |
| 13 | FIXXEURHomology Medicines Inc | 2,449,478 | $44.3B | 2.64% | |
| 14 | AXNX*Axonics Modulation Tech Inc | 1,534,605 | $41.3B | 2.46% | |
| 15 | VCELVericel Corp | 2,645,476 | $40.1B | 2.38% | |
| 16 | ESTAEstablishment Labs Hldgs Inc | 2,039,681 | $38.6B | 2.29% | |
| 17 | —Myokardia Inc | 725,025 | $37.8B | 2.25% | |
| 18 | ADVMCHFAdverum Biotechnologies Inc | 6,281,003 | $34.2B | 2.04% | |
| 19 | —Translate Bio Inc | 3,148,628 | $31.2B | 1.86% | |
| 20 | BLUBellus Health Inc New | 4,178,156 | $26.9B | 1.60% | |
| 21 | AGENEURAgenus Inc | 9,213,191 | $23.8B | 1.41% | |
| 22 | APYXApyx Med Corp | 3,370,279 | $22.8B | 1.36% | |
| 23 | PRQRProQR Thrapeutics N V | 3,700,833 | $21.3B | 1.27% | |
| 24 | PODDInsulet Corp | 111,232 | $18.3B | 1.09% | |
| 25 | —La Jolla Pharmaceutical Co | 2,016,269 | $17.7B | 1.06% | |
| 26 | ARVNArvinas Inc | 809,623 | $17.4B | 1.04% | |
| 27 | AXSMAxsome Therapeutics Inc | 846,121 | $17.1B | 1.02% | |
| 28 | JNJJohnson & Johnson | 116,858 | $15.1B | 0.90% | |
| 29 | MDXGMiMedx Group Inc | 2,964,000 | $14.5B | 0.86% | |
| 30 | CSTLCastle Biosciences Inc | 745,045 | $13.5B | 0.80% | |
| 31 | DMTKQDermTech Inc | 2,386,871 | $12.5B | 0.74% | |
| 32 | TMDXTransmedics Group Inc | 503,266 | $12.0B | 0.71% | |
| 33 | QDELUSDQuidel Corp | 176,495 | $10.8B | 0.64% | |
| 34 | RGNXRegenxbio Inc | 291,168 | $10.4B | 0.62% | |
| 35 | —Quotient Ltd | 1,281,143 | $10.0B | 0.59% | |
| 36 | FLBFluidigm Corp Del | 2,109,500 | $9.8B | 0.58% | |
| 37 | NTRANatera Inc | 287,470 | $9.4B | 0.56% | |
| 38 | PTGXProtagonist Therapeutics Inc | 762,283 | $9.2B | 0.54% | |
| 39 | —Odonate Therapeutics Inc | 339,892 | $8.8B | 0.53% | |
| 40 | I9DNArbutus Biopharma Corp | 5,562,967 | $8.5B | 0.50% | |
| 41 | SILKSilk Road Medical Inc | 244,716 | $8.0B | 0.47% | |
| 42 | XGNExagen Inc | 511,633 | $7.9B | 0.47% | |
| 43 | —Principia Biopharma Inc | 270,948 | $7.7B | 0.46% | |
| 44 | BWAYBrainsway Ltd | 834,687 | $7.6B | 0.45% | |
| 45 | CTMXCytomx Therapeutics Inc | 990,463 | $7.3B | 0.43% | |
| 46 | —Chardan Healthcare Acquisiti | 600,000 | $7.2B | 0.43% | |
| 47 | QUREUniqure NV | 144,909 | $5.7B | 0.34% | |
| 48 | INMDInmode Ltd | 250,000 | $5.4B | 0.32% | |
| 49 | —Sunesis Pharmaceuticals Inc | 6,946,074 | $5.0B | 0.30% | |
| 50 | PSNLPersonalis Inc | 255,000 | $3.7B | 0.22% | |
| 51 | ARGXargenx SE | 31,516 | $3.6B | 0.21% | |
| 52 | CDNACareDx Inc | 154,951 | $3.5B | 0.21% | |
| 53 | —Vivus Inc 4.5 05/01/2020 | 4,000,000 | $2.9B | 0.17% | |
| 54 | CLSDUSDClearside Biomedical Inc | 3,747,699 | $2.4B | 0.14% | |
| 55 | SLDBSolid Biosciences Inc | 145,541 | $1.5B | 0.09% | |
| 56 | STIMNeuronetics Inc | 167,728 | $1.4B | 0.08% | |
| 57 | —Motus Gi Hldgs Inc | 675,640 | $1.3B | 0.08% | |
| 58 | —Optinose Inc | 87,805 | $615.0M | 0.04% | |
| 59 | LVGOLivongo Health Inc | 15,000 | $262.0M | 0.02% | |
| 60 | TXG10x Genomics Inc | 5,000 | $252.0M | 0.01% |