RTW INVESTMENTS, LP
NEW YORK NY · SEC CIK 0001493215
$117.13亿2026Q2 申报市值
84持仓数
47.7%前十大占比 · 第一大 9.1%
8 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
KLRA 新建仓+$2.37亿
RARE 加仓+$1.39亿
CGON 加仓+$1.09亿
ORKA 加仓+$1.03亿
GPCR 重新持有+$8,090.79万
2026Q2 卖出最多 按季末市值估算
APOGEE THERAPEUT 清仓-$2.34亿
APELLIS PHARMACE 清仓-$1.48亿
COGT 减仓-$1.22亿
HNGE 减仓-$1.19亿
ISRG 清仓-$1.01亿
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MDGL | MADRIGAL PHARMACEUTICALS INC | $10.71亿 | 9.14% | 1,993,687 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $6.58亿 | 5.62% | 709,446 | 0 | 0.0% | — | 不变 |
| PTCT | PTC THERAPEUTICS INC | $6.32亿 | 5.39% | 7,746,415 | 0 | 0.0% | — | 不变 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $6.20亿 | 5.30% | 5,061,175 | 2,122 | 0.0% | $26.01万 | 加仓 |
| CGON | CG ONCOLOGY INC | $6.05亿 | 5.16% | 8,514,590 | 1,529,782 | 21.9% | $1.09亿 | 加仓 |
| INSM | INSMED INC | $5.16亿 | 4.41% | 4,842,880 | 0 | 0.0% | — | 不变 |
| TNGX | TANGO THERAPEUTICS INC | $4.35亿 | 3.71% | 13,900,620 | 600,000 | 4.5% | $1,875.60万 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC | $3.77亿 | 3.22% | 4,251,996 | 80,000 | 1.9% | $710.24万 | 加仓 |
| CELC | CELCUITY INC | $3.46亿 | 2.95% | 3,304,903 | 265,282 | 8.7% | $2,775.38万 | 加仓 |
| ERAS | ERASCA INC | $3.29亿 | 2.81% | 17,946,754 | 1,789,579 | 11.1% | $3,278.51万 | 加仓 |
| RDNT | RADNET INC | $2.99亿 | 2.55% | 4,846,958 | 561,958 | 13.1% | $3,465.59万 | 加仓 |
| ORKA | ORUKA THERAPEUTICS INC | $2.99亿 | 2.55% | 3,139,030 | 1,080,882 | 52.5% | $1.03亿 | 加仓 |
| NTRA | NATERA INC | $2.71亿 | 2.32% | 1,000,000 | -250,000 | -20.0% | -$6,786.25万 | 减仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $2.60亿 | 2.22% | 7,796,895 | 4,148,100 | 113.7% | $1.39亿 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC | $2.60亿 | 2.22% | 2,182,631 | 514,131 | 30.8% | $6,115.59万 | 加仓 |
| CYTK | CYTOKINETICS INC | $2.44亿 | 2.08% | 2,862,003 | 140,845 | 5.2% | $1,199.86万 | 加仓 |
| KLRA | KAILERA THERAPEUTICS INC | $2.37亿 | 2.03% | 10,776,820 | 10,776,820 | — | $2.37亿 | 新建仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $2.28亿 | 1.95% | 2,655,695 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $2.22亿 | 1.90% | 1,481,033 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $2.14亿 | 1.82% | 1,267,925 | 205,853 | 19.4% | $3,469.34万 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $2.11亿 | 1.80% | 3,357,059 | 11,034 | 0.3% | $69.45万 | 加仓 |
| STOK | STOKE THERAPEUTICS INC | $1.84亿 | 1.57% | 5,623,525 | 0 | 0.0% | — | 不变 |
| QURE | UNIQURE NV | $1.82亿 | 1.55% | 3,941,572 | 1,355,216 | 52.4% | $6,242.12万 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $1.81亿 | 1.54% | 7,144,524 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $1.69亿 | 1.45% | 1,240,637 | 34,637 | 2.9% | $472.59万 | 加仓 |
| URGN | UROGEN PHARMA LTD | $1.67亿 | 1.43% | 4,543,895 | 0 | 0.0% | — | 不变 |
| GHRS | GH RESEARCH PLC | $1.60亿 | 1.36% | 5,933,815 | 0 | 0.0% | — | 不变 |
| IMCR | IMMUNOCORE HLDGS PLC | $1.55亿 | 1.32% | 4,869,798 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS PLC | $1.51亿 | 1.29% | 10,700,974 | 68,584 | 0.6% | $97.05万 | 加仓 |
| IMTX | IMMATICS N.V | $1.31亿 | 1.12% | 12,946,176 | 76,836 | 0.6% | $77.83万 | 加仓 |
| ZLAB | ZAI LAB LTD | $1.25亿 | 1.07% | 6,574,032 | 0 | 0.0% | — | 不变 |
| IMVT | IMMUNOVANT INC | $1.22亿 | 1.05% | 3,177,849 | 0 | 0.0% | — | 不变 |
| BLTE | BELITE BIO INC | $1.10亿 | 0.94% | 715,332 | 0 | 0.0% | — | 不变 |
| XNCR | XENCOR INC | $1.09亿 | 0.93% | 6,777,461 | 0 | 0.0% | — | 不变 |
| TSHA | TAYSHA GENE THERAPIES INC | $9,234.54万 | 0.79% | 13,560,258 | -119,990 | -0.9% | -$81.71万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $8,935.91万 | 0.76% | 2,309,021 | -3,149,654 | -57.7% | -$1.22亿 | 减仓 |
| ALKS | ALKERMES PLC | $8,762.31万 | 0.75% | 1,672,356 | 0 | 0.0% | — | 不变 |
| GPCR | STRUCTURE THERAPEUTICS INC | $8,627.49万 | 0.74% | 1,607,507 | 1,507,507 | 1,507.5% | $8,090.79万 | 重新持有 |
| REPL | REPLIMUNE GROUP INC | $8,204.62万 | 0.70% | 7,411,581 | 54,665 | 0.7% | $60.51万 | 加仓 |
| CSTL | CASTLE BIOSCIENCES INC | $6,626.33万 | 0.57% | 2,778,335 | 20,000 | 0.7% | $47.70万 | 加仓 |
| CADL | CANDEL THERAPEUTICS INC | $6,614.68万 | 0.56% | 6,422,018 | 0 | 0.0% | — | 不变 |
| RCKT | ROCKET PHARMACEUTICALS INC | $6,049.22万 | 0.52% | 17,687,772 | 0 | 0.0% | — | 不变 |
| KOD | KODIAK SCIENCES INC | $5,796.99万 | 0.49% | 1,487,934 | 0 | 0.0% | — | 不变 |
| AKTS | AKTIS ONCOLOGY INC | $5,131.15万 | 0.44% | 1,592,043 | 0 | 0.0% | — | 不变 |
| AXGN | AXOGEN INC | $4,672.47万 | 0.40% | 1,011,576 | 1,011,576 | — | $4,672.47万 | 新建仓 |
| DHR | DANAHER CORP DEL | $4,381.04万 | 0.37% | 230,000 | 230,000 | — | $4,381.04万 | 新建仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $4,305.48万 | 0.37% | 2,364,347 | 658,387 | 38.6% | $1,198.92万 | 加仓 |
| NGNE | NEUROGENE INC | $4,284.92万 | 0.37% | 1,362,456 | 0 | 0.0% | — | 不变 |
| HNGE | HINGE HEALTH INC | $4,150.00万 | 0.35% | 500,000 | -1,430,000 | -74.1% | -$1.19亿 | 减仓 |
| — | ORCHESTRA BIOMED HLDGS INC | $4,123.44万 | 0.35% | 9,556,063 | 1,250,000 | 15.0% | $539.38万 | 加仓 |
| SLDB | SOLID BIOSCIENCES INC | $3,889.03万 | 0.33% | 3,892,926 | 3,892,926 | — | $3,889.03万 | 新建仓 |
| SVRA | SAVARA INC | $3,666.67万 | 0.31% | 5,952,380 | 0 | 0.0% | — | 不变 |
| AQST | AQUESTIVE THERAPEUTICS INC | $3,089.41万 | 0.26% | 7,426,471 | 0 | 0.0% | — | 不变 |
| KYMR | KYMERA THERAPEUTICS INC | $2,752.08万 | 0.23% | 240,000 | 0 | 0.0% | — | 不变 |
| VSTM | VERASTEM INC | $2,534.87万 | 0.22% | 6,635,793 | 59,487 | 0.9% | $22.72万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $2,418.12万 | 0.21% | 248,063 | 0 | 0.0% | — | 不变 |
| BBNX | BETA BIONICS INC | $2,350.50万 | 0.20% | 1,500,000 | -500,000 | -25.0% | -$783.50万 | 减仓 |
| IPSC | CENTURY THERAPEUTICS INC | $2,130.43万 | 0.18% | 8,695,652 | 0 | 0.0% | — | 不变 |
| EVMN | EVOMMUNE INC | $1,996.47万 | 0.17% | 1,502,235 | 0 | 0.0% | — | 不变 |
| BEAM | BEAM THERAPEUTICS INC | $1,957.59万 | 0.17% | 570,394 | 0 | 0.0% | — | 不变 |
| DFTX | DEFINIUM THERAPEUTICS INC | $1,881.60万 | 0.16% | 400,000 | 100,000 | 33.3% | $470.40万 | 加仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $1,380.37万 | 0.12% | 370,370 | 370,370 | — | $1,380.37万 | 新建仓 |
| — | ATAIBECKLEY INC | $1,054.00万 | 0.09% | 2,000,000 | 0 | 0.0% | — | 不变 |
| — | MILESTONE PHARMACEUTICALS IN | $1,049.67万 | 0.09% | 7,833,336 | 1,502,335 | 23.7% | $201.31万 | 加仓 |
| OCGN | OCUGEN INC | $1,020.00万 | 0.09% | 6,666,666 | 0 | 0.0% | — | 不变 |
| TENX | TENAX THERAPEUTICS INC | $1,013.51万 | 0.09% | 696,570 | 326,324 | 88.1% | $474.80万 | 加仓 |
| HTFL | HEARTFLOW INC | $865.53万 | 0.07% | 295,000 | -200,000 | -40.4% | -$586.80万 | 减仓 |
| — | PERCEPTIVE CAP SOLUTIONS COR | $807.84万 | 0.07% | 742,500 | 0 | 0.0% | — | 不变 |
| WVE | WAVE LIFE SCIENCES LTD | $784.35万 | 0.07% | 1,350,000 | 0 | 0.0% | — | 不变 |
| LRMR | LARIMAR THERAPEUTICS INC | $782.63万 | 0.07% | 2,565,999 | 1,065,999 | 71.1% | $325.13万 | 加仓 |
| LMRI | LUMEXA IMAGING HOLDINGS INC | $733.20万 | 0.06% | 650,000 | 0 | 0.0% | — | 不变 |
| ALLO | ALLOGENE THERAPEUTICS INC | $676.00万 | 0.06% | 3,250,000 | 3,250,000 | — | $676.00万 | 新建仓 |
| CBIO | CRESCENT BIOPHARMA INC. | $671.14万 | 0.06% | 372,856 | 0 | 0.0% | — | 不变 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $632.73万 | 0.05% | 475,737 | 0 | 0.0% | — | 不变 |
| MAZE | MAZE THERAPEUTICS INC | $632.61万 | 0.05% | 212,000 | 212,000 | — | $632.61万 | 新建仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $602.00万 | 0.05% | 250,000 | 0 | 0.0% | — | 不变 |
| — | KALARIS THERAPEUTICS INC | $529.10万 | 0.05% | 1,300,000 | 0 | 0.0% | — | 不变 |
| ABVX | ABIVAX SA | $351.81万 | 0.03% | 26,400 | 26,400 | — | $351.81万 | 新建仓 |
| AVTX | AVALO THERAPEUTICS INC | $323.40万 | 0.03% | 175,000 | -681,962 | -79.6% | -$1,260.27万 | 减仓 |
| MDLN | MEDLINE INC | $276.08万 | 0.02% | 70,000 | 0 | 0.0% | — | 不变 |
| IRON | DISC MEDICINE INC | $219.42万 | 0.02% | 30,000 | 0 | 0.0% | — | 不变 |
| — | IMAGENEBIO INC | $197.32万 | 0.02% | 334,445 | 0 | 0.0% | — | 不变 |
| — | EXAGEN INC | $90.67万 | 0.01% | 195,000 | -200,231 | -50.7% | -$93.11万 | 减仓 |
| — | ROCKET PHARMACEUTICALS INC | $1,190 | 0.00% | 350,000 | 0 | 0.0% | — | 不变 |
| — | APOGEE THERAPEUTICS INC | $0 | 0.00% | 0 | -2,782,097 | -100.0% | -$2.34亿 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -3,685,045 | -100.0% | -$1.48亿 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -220,000 | -100.0% | -$1.01亿 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -2,054,175 | -100.0% | -$8,159.18万 | 清仓 |
| — | CRINETICS PHARMACEUTICALS IN | $0 | 0.00% | 0 | -1,451,326 | -100.0% | -$5,271.22万 | 清仓 |
| WAY | WAYSTAR HLDG CORP | $0 | 0.00% | 0 | -1,630,000 | -100.0% | -$3,929.93万 | 清仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $0 | 0.00% | 0 | -585,682 | -100.0% | -$3,672.23万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -100,000 | -100.0% | -$3,285.90万 | 清仓 |
| CMPX | COMPASS THERAPEUTICS INC | $0 | 0.00% | 0 | -4,186,599 | -100.0% | -$2,214.71万 | 清仓 |
| FLGT | FULGENT GENETICS INC | $0 | 0.00% | 0 | -1,289,000 | -100.0% | -$2,049.51万 | 清仓 |
| JBIO | JADE BIOSCIENCES INC | $0 | 0.00% | 0 | -573,205 | -100.0% | -$805.35万 | 清仓 |
| IVA | INVENTIVA SA | $0 | 0.00% | 0 | -1,298,702 | -100.0% | -$720.78万 | 清仓 |
| OMDA | OMADA HEALTH INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$251.40万 | 清仓 |