RTW INVESTMENTS, LP
NEW YORK NY · SEC CIK 0001493215
$100.50亿2026Q1 申报市值
88持仓数
50.0%前十大占比 · 第一大 10.4%
9 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CGON 加仓+$3.37亿
CELC 加仓+$2.84亿
ERAS 加仓+$2.59亿
TNGX 加仓+$2.47亿
HNGE 加仓+$6,078.98万
2026Q1 卖出最多 按季末市值估算
PEN 清仓-$2.69亿
AXSM 清仓-$1.62亿
APELLIS PHARMACE 减仓-$1.60亿
PODD 清仓-$9,226.43万
MASIMO CORP 清仓-$8,886.92万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | -866,499 | -100.0% | -$2.69亿 | 清仓 |
| AXSM | AXSOME THERAPEUTICS INC | $0 | 0.00% | 0 | -888,001 | -100.0% | -$1.62亿 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -324,600 | -100.0% | -$9,226.43万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -683,294 | -100.0% | -$8,886.92万 | 清仓 |
| — | RAPT THERAPEUTICS INC | $0 | 0.00% | 0 | -1,637,165 | -100.0% | -$5,545.08万 | 清仓 |
| TEM | TEMPUS AI INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$1,181.00万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -46,000 | -100.0% | -$1,036.89万 | 清仓 |
| — | ATAI BECKLEY NV | $0 | 0.00% | 0 | -2,000,000 | -100.0% | -$818.00万 | 清仓 |
| — | ALLURION TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,891,430 | -100.0% | -$724.65万 | 清仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | MIND MEDICINE MINDMED INC | $0 | 0.00% | 0 | -300,000 | -100.0% | -$401.70万 | 清仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -447,607 | -100.0% | -$344.66万 | 清仓 |
| — | ROCKET PHARMACEUTICALS INC | $7,210 | 0.00% | 350,000 | 0 | 0.0% | — | 不变 |
| — | EXAGEN INC | $118.57万 | 0.01% | 395,231 | -395,231 | -50.0% | -$118.57万 | 减仓 |
| — | IMAGENEBIO INC | $167.22万 | 0.02% | 334,445 | 0 | 0.0% | — | 不变 |
| IRON | DISC MEDICINE INC | $191.82万 | 0.02% | 30,000 | 0 | 0.0% | — | 不变 |
| OMDA | OMADA HEALTH INC | $251.40万 | 0.03% | 200,000 | 0 | 0.0% | — | 不变 |
| MDLN | MEDLINE INC | $311.50万 | 0.03% | 70,000 | 0 | 0.0% | — | 不变 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $442.91万 | 0.04% | 475,737 | 0 | 0.0% | — | 不变 |
| LMRI | LUMEXA IMAGING HOLDINGS INC | $559.00万 | 0.06% | 650,000 | 0 | 0.0% | — | 不变 |
| DFTX | DEFINIUM THERAPEUTICS INC | $567.00万 | 0.06% | 300,000 | 300,000 | — | $567.00万 | 新建仓 |
| TENX | TENAX THERAPEUTICS INC | $592.02万 | 0.06% | 370,246 | -8,100 | -2.1% | -$12.95万 | 减仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $675.00万 | 0.07% | 1,500,000 | -1,625,000 | -52.0% | -$731.25万 | 减仓 |
| CBIO | CRESCENT BIOPHARMA INC. | $684.94万 | 0.07% | 372,856 | 0 | 0.0% | — | 不变 |
| — | ATAIBECKLEY INC | $708.00万 | 0.07% | 2,000,000 | 2,000,000 | — | $708.00万 | 新建仓 |
| IVA | INVENTIVA SA | $720.78万 | 0.07% | 1,298,702 | 1 | 0.0% | $6 | 不变 |
| — | KALARIS THERAPEUTICS INC | $750.10万 | 0.07% | 1,300,000 | 0 | 0.0% | — | 不变 |
| — | MILESTONE PHARMACEUTICALS IN | $753.39万 | 0.07% | 6,331,001 | 3,824,899 | 152.6% | $455.16万 | 加仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $760.00万 | 0.08% | 250,000 | 0 | 0.0% | — | 不变 |
| JBIO | JADE BIOSCIENCES INC | $805.35万 | 0.08% | 573,205 | -876,068 | -60.4% | -$1,230.88万 | 减仓 |
| — | PERCEPTIVE CAP SOLUTIONS COR | $814.52万 | 0.08% | 742,500 | 0 | 0.0% | — | 不变 |
| WVE | WAVE LIFE SCIENCES LTD | $978.75万 | 0.10% | 1,350,000 | 0 | 0.0% | — | 不变 |
| HTFL | HEARTFLOW INC | $1,204.34万 | 0.12% | 495,000 | 0 | 0.0% | — | 不变 |
| OCGN | OCUGEN INC | $1,206.67万 | 0.12% | 6,666,666 | 6,666,666 | — | $1,206.67万 | 新建仓 |
| AVTX | AVALO THERAPEUTICS INC | $1,279.44万 | 0.13% | 856,962 | 856,962 | — | $1,279.44万 | 新建仓 |
| BEAM | BEAM THERAPEUTICS INC | $1,359.25万 | 0.14% | 570,394 | 0 | 0.0% | — | 不变 |
| IPSC | CENTURY THERAPEUTICS INC | $1,965.22万 | 0.20% | 8,695,652 | 8,695,652 | — | $1,965.22万 | 新建仓 |
| KYMR | KYMERA THERAPEUTICS INC | $1,998.96万 | 0.20% | 240,000 | 0 | 0.0% | — | 不变 |
| BBNX | BETA BIONICS INC | $2,004.00万 | 0.20% | 2,000,000 | -500,000 | -20.0% | -$501.00万 | 减仓 |
| FLGT | FULGENT GENETICS INC | $2,049.51万 | 0.20% | 1,289,000 | 583,973 | 82.8% | $928.52万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $2,081.74万 | 0.21% | 248,063 | 248,063 | — | $2,081.74万 | 新建仓 |
| CMPX | COMPASS THERAPEUTICS INC | $2,214.71万 | 0.22% | 4,186,599 | 1,686,599 | 67.5% | $892.21万 | 加仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $2,424.17万 | 0.24% | 1,705,960 | 0 | 0.0% | — | 不变 |
| NGNE | NEUROGENE INC | $2,746.71万 | 0.27% | 1,362,456 | 0 | 0.0% | — | 不变 |
| AKTS | AKTIS ONCOLOGY INC | $2,848.16万 | 0.28% | 1,592,043 | 1,592,043 | — | $2,848.16万 | 新建仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $3,081.99万 | 0.31% | 7,426,471 | 1,176,471 | 18.8% | $488.24万 | 加仓 |
| CADL | CANDEL THERAPEUTICS INC | $3,146.79万 | 0.31% | 6,422,018 | 6,422,018 | — | $3,146.79万 | 新建仓 |
| SVRA | SAVARA INC | $3,250.00万 | 0.32% | 5,952,380 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $3,285.90万 | 0.33% | 100,000 | -145,000 | -59.2% | -$4,764.56万 | 减仓 |
| EVMN | EVOMMUNE INC | $3,453.64万 | 0.34% | 1,502,235 | 218,564 | 17.0% | $502.48万 | 加仓 |
| VSTM | VERASTEM INC | $3,485.44万 | 0.35% | 6,576,306 | 0 | 0.0% | — | 不变 |
| — | ORCHESTRA BIOMED HLDGS INC | $3,530.08万 | 0.35% | 8,306,063 | 0 | 0.0% | — | 不变 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $3,672.23万 | 0.37% | 585,682 | 966 | 0.2% | $6.06万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $3,929.93万 | 0.39% | 1,630,000 | 1,630,000 | — | $3,929.93万 | 新建仓 |
| QURE | UNIQURE NV | $4,228.69万 | 0.42% | 2,586,356 | -1,125,106 | -30.3% | -$1,839.55万 | 减仓 |
| — | CRINETICS PHARMACEUTICALS IN | $5,271.22万 | 0.52% | 1,451,326 | 100,000 | 7.4% | $363.20万 | 加仓 |
| REPL | REPLIMUNE GROUP INC | $5,628.04万 | 0.56% | 7,356,916 | 216,564 | 3.0% | $165.67万 | 加仓 |
| KOD | KODIAK SCIENCES INC | $5,672.00万 | 0.56% | 1,487,934 | 1 | 0.0% | $38 | 不变 |
| CMPS | COMPASS PATHWAYS PLC | $5,879.71万 | 0.59% | 10,632,390 | 1,875,000 | 21.4% | $1,036.88万 | 加仓 |
| ALKS | ALKERMES PLC | $5,913.45万 | 0.59% | 1,672,356 | 0 | 0.0% | — | 不变 |
| TSHA | TAYSHA GENE THERAPIES INC | $6,115.07万 | 0.61% | 13,680,248 | -2,718,049 | -16.6% | -$1,214.97万 | 减仓 |
| RCKT | ROCKET PHARMACEUTICALS INC | $6,332.22万 | 0.63% | 17,687,772 | 0 | 0.0% | — | 不变 |
| CSTL | CASTLE BIOSCIENCES INC | $6,771.71万 | 0.67% | 2,758,335 | 643,098 | 30.4% | $1,578.81万 | 加仓 |
| HNGE | HINGE HEALTH INC | $7,442.08万 | 0.74% | 1,930,000 | 1,576,500 | 446.0% | $6,078.98万 | 加仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $7,644.23万 | 0.76% | 3,648,795 | 648,656 | 21.6% | $1,358.93万 | 加仓 |
| IMVT | IMMUNOVANT INC | $7,893.78万 | 0.79% | 3,177,849 | -1 | -0.0% | -$25 | 不变 |
| — | CENTESSA PHARMACEUTICALS PLC | $8,159.18万 | 0.81% | 2,054,175 | 263,338 | 14.7% | $1,045.98万 | 加仓 |
| URGN | UROGEN PHARMA LTD | $8,169.92万 | 0.81% | 4,543,895 | 0 | 0.0% | — | 不变 |
| XNCR | XENCOR INC | $8,173.62万 | 0.81% | 6,777,461 | 0 | 0.0% | — | 不变 |
| GHRS | GH RESEARCH PLC | $8,342.94万 | 0.83% | 5,933,815 | 0 | 0.0% | — | 不变 |
| ORKA | ORUKA THERAPEUTICS INC | $1.01亿 | 1.00% | 2,058,148 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $1.01亿 | 1.01% | 220,000 | 118,772 | 117.3% | $5,475.27万 | 加仓 |
| BLTE | BELITE BIO INC | $1.14亿 | 1.13% | 715,332 | 0 | 0.0% | — | 不变 |
| ZLAB | ZAI LAB LTD | $1.24亿 | 1.23% | 6,574,032 | -385,000 | -5.5% | -$724.19万 | 减仓 |
| IMTX | IMMATICS N.V | $1.27亿 | 1.26% | 12,869,340 | 1,435,986 | 12.6% | $1,413.01万 | 加仓 |
| GH | GUARDANT HEALTH INC | $1.37亿 | 1.36% | 1,481,033 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $1.40亿 | 1.39% | 1,062,072 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $1.42亿 | 1.41% | 1,206,000 | 142,000 | 13.3% | $1,673.04万 | 加仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $1.47亿 | 1.46% | 4,869,798 | 0 | 0.0% | — | 不变 |
| — | APELLIS PHARMACEUTICALS INC | $1.48亿 | 1.48% | 3,685,045 | -3,981,719 | -51.9% | -$1.60亿 | 减仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $1.51亿 | 1.50% | 2,655,695 | 66,864 | 2.6% | $379.65万 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $1.59亿 | 1.58% | 7,144,524 | 0 | 0.0% | — | 不变 |
| CYTK | CYTOKINETICS INC | $1.79亿 | 1.78% | 2,721,158 | 0 | 0.0% | — | 不变 |
| STOK | STOKE THERAPEUTICS INC | $1.83亿 | 1.82% | 5,623,525 | 76,669 | 1.4% | $249.63万 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC | $1.97亿 | 1.96% | 1,668,500 | 486,510 | 41.2% | $5,741.79万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $2.10亿 | 2.09% | 5,458,675 | -2,133,566 | -28.1% | -$8,212.10万 | 减仓 |
| SYRE | SPYRE THERAPEUTICS INC | $2.10亿 | 2.09% | 4,171,996 | 0 | 0.0% | — | 不变 |
| — | APOGEE THERAPEUTICS INC | $2.34亿 | 2.33% | 2,782,097 | 70,000 | 2.6% | $589.19万 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $2.35亿 | 2.34% | 3,346,025 | 10,705 | 0.3% | $75.10万 | 加仓 |
| RDNT | RADNET INC | $2.39亿 | 2.38% | 4,285,000 | 346,500 | 8.8% | $1,936.59万 | 加仓 |
| NTRA | NATERA INC | $2.50亿 | 2.49% | 1,250,000 | -250,000 | -16.7% | -$4,999.75万 | 减仓 |
| ERAS | ERASCA INC | $2.61亿 | 2.60% | 16,157,175 | 16,010,524 | 10,917.4% | $2.59亿 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC | $2.78亿 | 2.77% | 13,300,620 | 11,809,392 | 791.9% | $2.47亿 | 加仓 |
| CELC | CELCUITY INC | $3.47亿 | 3.45% | 3,039,621 | 2,489,461 | 452.5% | $2.84亿 | 加仓 |
| CGON | CG ONCOLOGY INC | $4.73亿 | 4.70% | 6,984,808 | 4,972,681 | 247.1% | $3.37亿 | 加仓 |
| ARGX | ARGENX SE | $5.18亿 | 5.16% | 709,446 | 35,949 | 5.3% | $2,625.18万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $5.28亿 | 5.25% | 7,746,415 | 0 | 0.0% | — | 不变 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $5.33亿 | 5.31% | 5,059,053 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $7.92亿 | 7.88% | 4,842,880 | 1 | 0.0% | $164 | 不变 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $10.44亿 | 10.38% | 1,993,687 | 0 | 0.0% | — | 不变 |