RTW INVESTMENTS, LP Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$2.6T
Holdings
60
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (60 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RCKTRocket Pharmaceuticals Inc | 16,812,491 | $382.7B | 14.55% | |
| 2 | ALNYAlnylam Pharmaceuticals Inc | 1,637,864 | $188.6B | 7.17% | |
| 3 | PTCTPTC Therapeutics Inc | 3,832,480 | $184.1B | 7.00% | |
| 4 | —Dicerna Pharmaceuticals Inc | 5,874,229 | $129.4B | 4.92% | |
| 5 | AXSMAxsome Therapeutics Inc | 1,026,813 | $106.1B | 4.04% | |
| 6 | BMYBristol Myers Squibb Co | 1,642,951 | $105.5B | 4.01% | |
| 7 | STOKStoke Therapeutics Inc | 3,544,248 | $100.4B | 3.82% | |
| 8 | FIXXEURHomology Medicines Inc | 4,349,250 | $90.0B | 3.42% | |
| 9 | MRTXEURMirati Therapeutics Inc | 645,427 | $83.2B | 3.16% | |
| 10 | SRPTSarepta Therapeutics Inc | 605,762 | $78.2B | 2.97% | |
| 11 | ADVMCHFAdverum Biotechnologies Inc | 6,386,607 | $73.6B | 2.80% | |
| 12 | IMVTImmunovant Inc | 4,426,106 | $66.0B | 2.51% | |
| 13 | ZBHZimmer Biomet Holdings Inc | 437,385 | $65.5B | 2.49% | |
| 14 | MISTMilestone Pharmaceuticals In | 3,958,264 | $63.4B | 2.41% | |
| 15 | 3M4Masimo Corp | 382,187 | $60.4B | 2.30% | |
| 16 | ESTAEstablishment Labs Hldgs Inc | 2,032,446 | $56.2B | 2.14% | |
| 17 | —Myokardia Inc | 760,988 | $55.5B | 2.11% | |
| 18 | VCELVericel Corp | 2,989,429 | $52.0B | 1.98% | |
| 19 | PRQRProQR Thrapeutics N V | 4,779,135 | $47.4B | 1.80% | |
| 20 | AXNX*Axonics Modulation Tech Inc | 1,591,632 | $44.1B | 1.68% | |
| 21 | —Achillion Pharmaceuticals In | 7,309,383 | $44.1B | 1.68% | |
| 22 | BLUBellus Health Inc New | 4,840,992 | $36.6B | 1.39% | |
| 23 | AGENEURAgenus Inc | 8,876,391 | $36.1B | 1.37% | |
| 24 | APYXApyx Med Corp | 3,391,279 | $28.7B | 1.09% | |
| 25 | DMTKQDermTech Inc | 2,386,871 | $28.4B | 1.08% | |
| 26 | ARVNArvinas Inc | 670,295 | $27.5B | 1.05% | |
| 27 | —Translate Bio Inc | 3,304,808 | $26.9B | 1.02% | |
| 28 | RLMDRelmada Therapeutics Inc | 664,484 | $25.9B | 0.99% | |
| 29 | AVDLAvadel Pharmaceuticals plc | 3,401,434 | $25.7B | 0.98% | |
| 30 | —Frequency Therapeutics Inc | 1,302,862 | $21.8B | 0.83% | |
| 31 | CSTLCastle Biosciences Inc | 631,072 | $21.7B | 0.82% | |
| 32 | XGNExagen Inc | 718,946 | $18.3B | 0.69% | |
| 33 | PTGXProtagonist Therapeutics Inc | 2,459,988 | $17.3B | 0.66% | |
| 34 | JNJJohnson & Johnson | 116,858 | $17.0B | 0.65% | |
| 35 | NSTGEURNanoString Technologies Inc | 578,932 | $16.1B | 0.61% | |
| 36 | I9DNArbutus Biopharma Corp | 5,666,754 | $15.8B | 0.60% | |
| 37 | TELATela Bio Inc | 1,139,358 | $14.8B | 0.56% | |
| 38 | WVEWAVE Life Sciences Ltd | 1,705,474 | $13.7B | 0.52% | |
| 39 | NTRANatera Inc | 402,953 | $13.6B | 0.52% | |
| 40 | AG8Agilent Technologies Inc | 149,690 | $12.8B | 0.49% | |
| 41 | RGNXRegenxbio Inc | 305,611 | $12.5B | 0.48% | |
| 42 | PODDInsulet Corp | 67,725 | $11.6B | 0.44% | |
| 43 | —Odonate Therapeutics Inc | 356,752 | $11.6B | 0.44% | |
| 44 | QUREUniqure NV | 152,096 | $10.9B | 0.41% | |
| 45 | CLSDUSDClearside Biomedical Inc | 3,750,107 | $10.9B | 0.41% | |
| 46 | STAASTAAR Surgical Co | 302,211 | $10.6B | 0.40% | |
| 47 | INMDInmode Ltd | 250,000 | $9.8B | 0.37% | |
| 48 | TMDXTransmedics Group Inc | 503,266 | $9.6B | 0.36% | |
| 49 | BWAYBrainsway Ltd | 958,426 | $9.3B | 0.36% | |
| 50 | —La Jolla Pharmaceutical Co | 2,287,991 | $9.0B | 0.34% | |
| 51 | CTMXCytomx Therapeutics Inc | 1,039,593 | $8.6B | 0.33% | |
| 52 | PHGEBiomx Inc | 600,000 | $5.8B | 0.22% | |
| 53 | ARGXargenx SE | 31,752 | $5.1B | 0.19% | |
| 54 | —Vivus Inc 4.5 05/01/2020 | 4,000,000 | $2.9B | 0.11% | |
| 55 | PSNLPersonalis Inc | 255,000 | $2.8B | 0.11% | |
| 56 | —Motus Gi Hldgs Inc | 775,640 | $1.8B | 0.07% | |
| 57 | FLGTFulgent Genetics Inc | 75,000 | $968.0M | 0.04% | |
| 58 | VRAYQViewray Inc | 150,000 | $633.0M | 0.02% | |
| 59 | TXG10x Genomics Inc | 5,000 | $381.0M | 0.01% | |
| 60 | PHGEBIOMX Inc | 600,000 | $288.0M | 0.01% |