Rtw Investments, LP 13F 持仓 · 2026年Q2
Rtw Investments 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 84 只证券，申报市值合计 117.13 亿美元。前几大持仓：MDGL（9.14%）、ARGX（5.62%）、PTCT（5.39%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MDGL | MADRIGAL PHARMACEUTICALS INC | $1.07B | 9.14% | 2.0M | 持平 |
| 2 | ARGX | ARGENX SE | $658.2M | 5.62% | 709,446 | 持平 |
| 3 | PTCT | PTC THERAPEUTICS INC | $631.9M | 5.39% | 7.7M | 持平 |
| 4 | PTGX | PROTAGONIST THERAPEUTICS INC | $620.4M | 5.30% | 5.1M | 增持 |
| 5 | CGON | CG ONCOLOGY INC | $605.0M | 5.16% | 8.5M | 增持 |
| 6 | INSM | INSMED INC | $516.3M | 4.41% | 4.8M | 持平 |
| 7 | TNGX | TANGO THERAPEUTICS INC | $434.5M | 3.71% | 13.9M | 增持 |
| 8 | SYRE | SPYRE THERAPEUTICS INC | $377.5M | 3.22% | 4.3M | 增持 |
| 9 | CELC | CELCUITY INC | $345.8M | 2.95% | 3.3M | 增持 |
| 10 | ERAS | ERASCA INC | $328.8M | 2.81% | 17.9M | 增持 |
| 11 | ORKA | ORUKA THERAPEUTICS INC | $298.7M | 2.55% | 3.1M | 增持 |
| 12 | RDNT | RADNET INC | $298.9M | 2.55% | 4.8M | 增持 |
| 13 | NTRA | NATERA INC | $271.4M | 2.32% | 1.0M | 减持 |
| 14 | IRTC | IRHYTHM HOLDINGS INC | $259.6M | 2.22% | 2.2M | 增持 |
| 15 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $260.3M | 2.22% | 7.8M | 增持 |
| 16 | CYTK | CYTOKINETICS INC | $243.8M | 2.08% | 2.9M | 增持 |
| 17 | KLRA | KAILERA THERAPEUTICS INC | $237.4M | 2.03% | 10.8M | 新建仓 |
| 18 | ESTA | ESTABLISHMENT LABS HLDGS INC | $227.9M | 1.95% | 2.7M | 持平 |
| 19 | GH | GUARDANT HEALTH INC | $222.2M | 1.90% | 1.5M | 持平 |
| 20 | NBIX | NEUROCRINE BIOSCIENCES INC | $213.7M | 1.82% | 1.3M | 增持 |
| 21 | TARS | TARSUS PHARMACEUTICALS INC | $211.3M | 1.80% | 3.4M | 增持 |
| 22 | STOK | STOKE THERAPEUTICS INC | $184.0M | 1.57% | 5.6M | 持平 |
| 23 | QURE | UNIQURE NV | $181.5M | 1.55% | 3.9M | 增持 |
| 24 | ACAD | ACADIA PHARMACEUTICALS INC | $180.8M | 1.54% | 7.1M | 持平 |
| 25 | RGEN | REPLIGEN CORP | $169.3M | 1.45% | 1.2M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR