13FBOX
RTW投资 · 13F 持仓分析
期权收益计算器 机构排行

RTW投资

RTW INVESTMENTS, LPNo.526
最新持仓市值 (Q2 2026)
$117.13亿
环比变动 Q1 2026
+$16.63亿+16.5%
持仓股票数
84
新买入
9
加仓
26
减仓
8
清仓
13
持股不变
41
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
MADRIGAL PHARMACEUTICALSMDGL
9.14%10.38%$10.71亿199.4万股$10.44亿199.4万股00.00%持仓不变
ARGENX SPONSORED ADRARGX
5.62%5.16%$6.58亿70.9万股$5.18亿70.9万股00.00%持仓不变
PTC THERAPEUTICSPTCT
5.39%5.25%$6.32亿774.6万股$5.28亿774.6万股00.00%持仓不变
PPROTAGONIST THERAPEUTICSPTGX
5.3%5.31%$6.20亿506.1万股$5.33亿505.9万股+2,122股+0.04%加仓
CG ONCOLOGYCGON
5.16%4.7%$6.05亿851.5万股$4.73亿698.5万股+153.0万股+21.90%加仓
InsmedINSM
4.41%7.88%$5.16亿484.3万股$7.92亿484.3万股00.00%持仓不变
TTANGO THERAPEUTICSTNGX
3.71%2.77%$4.35亿1,390.1万股$2.78亿1,330.1万股+60.0万股+4.51%加仓
SSPYRE THERAPEUTICSSYRE
3.22%2.09%$3.77亿425.2万股$2.10亿417.2万股+8.0万股+1.92%加仓
CELCUITYCELC
2.95%3.45%$3.46亿330.5万股$3.47亿304.0万股+26.5万股+8.73%加仓
EERASCAERAS
2.81%2.6%$3.29亿1,794.7万股$2.61亿1,615.7万股+179.0万股+11.08%加仓
RRADNETRDNT
2.55%2.38%$2.99亿484.7万股$2.39亿428.5万股+56.2万股+13.11%加仓
OORUKA THERAPEUTICS INC COMORKA
2.55%1%$2.99亿313.9万股$1.01亿205.8万股+108.1万股+52.52%加仓
NateraNTRA
2.32%2.49%$2.71亿100.0万股$2.50亿125.0万股-25.0万股-20.00%减仓
UULTRAGENYX PHARMACEUTICAL INRARE
2.22%0.76%$2.60亿779.7万股$7,644.2万364.9万股+414.8万股+113.68%加仓
IRHYTHMIRTC
2.22%1.96%$2.60亿218.3万股$1.97亿166.9万股+51.4万股+30.81%加仓
CYTOKINETICSCYTK
2.08%1.78%$2.44亿286.2万股$1.79亿272.1万股+14.1万股+5.18%加仓
KKAILERA THERAPEUTICS INCKLRA
2.03%$2.37亿1,077.7万股$00股+1,077.7万股新买入
EESTABLISHMENT LABSESTA
1.95%1.5%$2.28亿265.6万股$1.51亿265.6万股00.00%持仓不变
Guardant HealthGH
1.9%1.36%$2.22亿148.1万股$1.37亿148.1万股00.00%持仓不变
NeurocrineNBIX
1.82%1.39%$2.14亿126.8万股$1.40亿106.2万股+20.6万股+19.38%加仓
TTARSUS PHARMACEUTICALSTARS
1.8%2.34%$2.11亿335.7万股$2.35亿334.6万股+1.1万股+0.33%加仓
STOKE THERAPEUTICSSTOK
1.57%1.82%$1.84亿562.4万股$1.83亿562.4万股00.00%持仓不变
UNIQUREQURE
1.55%0.42%$1.82亿394.2万股$4,228.7万258.6万股+135.5万股+52.40%加仓
AACADIA PHARMACEUTICALS INC COMACAD
1.54%1.58%$1.81亿714.5万股$1.59亿714.5万股00.00%持仓不变
RREPLIGENRGEN
1.45%1.41%$1.69亿124.1万股$1.42亿120.6万股+3.5万股+2.87%加仓
UUROGEN PHARMAURGN
1.43%0.81%$1.67亿454.4万股$8,169.9万454.4万股00.00%持仓不变
GH RESEARCH ORDINARY SHARESGHRS
1.36%0.83%$1.60亿593.4万股$8,342.9万593.4万股00.00%持仓不变
IIMMUNOCOREIMCR
1.32%1.46%$1.55亿487.0万股$1.47亿487.0万股00.00%持仓不变
COMPASS PATHWAYS ADR A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSCMPS
1.29%0.59%$1.51亿1,070.1万股$5,879.7万1,063.2万股+6.9万股+0.65%加仓
IMMATICS N.VIMTX
1.12%1.26%$1.31亿1,294.6万股$1.27亿1,286.9万股+7.7万股+0.60%加仓
ZZAI LAB LIMITED ADS EACH REP 10 ORD SHSZLAB
1.07%1.23%$1.25亿657.4万股$1.24亿657.4万股00.00%持仓不变
IIMMUNOVANTIMVT
1.05%0.79%$1.22亿317.8万股$7,893.8万317.8万股00.00%持仓不变
BELITE BIOBLTE
0.94%1.13%$1.10亿71.5万股$1.14亿71.5万股00.00%持仓不变
XXENCORXNCR
0.93%0.81%$1.09亿677.7万股$8,173.6万677.7万股00.00%持仓不变
TAYSHA GENE THERAPIESTSHA
0.79%0.61%$9,234.5万1,356.0万股$6,115.1万1,368.0万股-12.0万股-0.88%减仓
COGENT BIOSCIENCESCOGT
0.76%2.09%$8,935.9万230.9万股$2.10亿545.9万股-315.0万股-57.70%减仓
ALKERMESALKS
0.75%0.59%$8,762.3万167.2万股$5,913.5万167.2万股00.00%持仓不变
STRUCTURE THERAPEUTICSGPCR
0.74%$8,627.5万160.8万股$00股+160.8万股新买入
RREPLIMUNEREPL
0.7%0.56%$8,204.6万741.2万股$5,628.0万735.7万股+5.5万股+0.74%加仓
CCASTLE BIOSCIENCESCSTL
0.57%0.67%$6,626.3万277.8万股$6,771.7万275.8万股+2.0万股+0.73%加仓
CCANDEL THERAPEUTICS INC COMCADL
0.56%0.31%$6,614.7万642.2万股$3,146.8万642.2万股00.00%持仓不变
ROCKET PHARMACEUTICALS INC COMRCKT
0.52%0.63%$6,049.2万1,768.8万股$6,332.2万1,768.8万股00.00%持仓不变
KKODIAK SCIENCESKOD
0.49%0.56%$5,797.0万148.8万股$5,672.0万148.8万股00.00%持仓不变
AAKTIS ONCOLOGYAKTS
0.44%0.28%$5,131.2万159.2万股$2,848.2万159.2万股00.00%持仓不变
AXOGENAXGN
0.4%$4,672.5万101.2万股$00股+101.2万股新买入
DANAHER DEL COMDHR
0.37%$4,381.0万23.0万股$00股+23.0万股新买入
CCULLINAN THERAPEUTICSCGEM
0.37%0.24%$4,305.5万236.4万股$2,424.2万170.6万股+65.8万股+38.59%加仓
NNEUROGENE INC COMNGNE
0.37%0.27%$4,284.9万136.2万股$2,746.7万136.2万股00.00%持仓不变
HHINGE HEALTHHNGE
0.35%0.74%$4,150.0万50.0万股$7,442.1万193.0万股-143.0万股-74.09%减仓
OORCHESTRA BIOMED HLDGS INC COMOBIO
0.35%0.35%$4,123.4万955.6万股$3,530.1万830.6万股+125.0万股+15.05%加仓

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