RTW INVESTMENTS, LP
•CIK: 1493215•Filing: Q4 2025
RTW Investments, LP, managed by the seasoned team of Robert T. Wagner and his partners, is known for its concentrated, high-conviction bets, currently holding 91 positions with a $10 billion AUM. The fund has recently made notable moves by adding COGT and BLTE, up 442% and 395% respectively, while exiting RNAM and AKRO, reflecting its dynamic approach to capitalizing on growth opportunities in the biotech and tech sectors.
Total AUM
$10.0B
QoQ Performance
+23.0%
Positions
90
Top 10 Concentration
50.5%
Latest Filing
Q4 2025
Top Holdings Allocation
MDGL
IM8N
PTCT
ARGX
MDGL11.6%
IM8N8.4%
PTCT5.9%
ARGX5.7%
PTGX4.4%
NTRA3.4%
RDNT2.8%
TARS2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW29 new positions
↑20 increased
↓12 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023