- New Purchases: IMVT, GBT, TNDM, CSTL, ITMR, INMD, PROF, TWST,
- Added Positions: MRTX, NTRA, ZBH, DRNA, WVE, VCEL, STAA, TXG, NSTG, RLMD, AGEN, AVDL, BLU, ALNY, PTCT, ESTA, TBIO, AXNX, BMY, ADVM, AXSM, PTGX, ABUS, MYOK, FIXX, MIST, CTMX, LJPC, CLSD, ODT, RGNX, QURE,
- Reduced Positions: ARVN, SRPT,
- Sold Out: ACHN, A, PODD,
For the details of RTW INVESTMENTS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/rtw+investments%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of RTW INVESTMENTS, LLC- Rocket Pharmaceuticals Inc (RCKT) - 16,812,491 shares, 10.77% of the total portfolio.
- Alnylam Pharmaceuticals Inc (ALNY) - 1,681,645 shares, 8.41% of the total portfolio. Shares added by 2.67%
- PTC Therapeutics Inc (PTCT) - 3,932,746 shares, 8.06% of the total portfolio. Shares added by 2.62%
- Dicerna Pharmaceuticals Inc (DRNA) - 6,963,135 shares, 5.88% of the total portfolio. Shares added by 18.54%
- Bristol-Myers Squibb Company (BMY) - 1,685,934 shares, 4.32% of the total portfolio. Shares added by 2.62%
Rtw Investments, Llc initiated holding in Immunovant Inc. The purchase prices were between $8.36 and $17.13, with an estimated average price of $15.09. The stock is now traded at around $26.49. The impact to a portfolio due to this purchase was 3.03%. The holding were 4,426,106 shares as of .
New Purchase: Global Blood Therapeutics Inc (GBT)Rtw Investments, Llc initiated holding in Global Blood Therapeutics Inc. The purchase prices were between $41.72 and $87.2, with an estimated average price of $67.49. The stock is now traded at around $67.39. The impact to a portfolio due to this purchase was 1.69%. The holding were 719,489 shares as of .
New Purchase: Tandem Diabetes Care Inc (TNDM)Rtw Investments, Llc initiated holding in Tandem Diabetes Care Inc. The purchase prices were between $47.37 and $90.04, with an estimated average price of $70.13. The stock is now traded at around $81.39. The impact to a portfolio due to this purchase was 1.31%. The holding were 443,725 shares as of .
New Purchase: Castle Biosciences Inc (CSTL)Rtw Investments, Llc initiated holding in Castle Biosciences Inc. The purchase prices were between $23.08 and $35.53, with an estimated average price of $30.3. The stock is now traded at around $38.94. The impact to a portfolio due to this purchase was 0.96%. The holding were 698,118 shares as of .
New Purchase: InMode Ltd (INMD)Rtw Investments, Llc initiated holding in InMode Ltd. The purchase prices were between $14.86 and $49.75, with an estimated average price of $35.71. The stock is now traded at around $31.66. The impact to a portfolio due to this purchase was 0.25%. The holding were 250,000 shares as of .
New Purchase: Itamar Medical Ltd (ITMR)Rtw Investments, Llc initiated holding in Itamar Medical Ltd. The purchase prices were between $7.95 and $17.54, with an estimated average price of $13.69. The stock is now traded at around $21.24. The impact to a portfolio due to this purchase was 0.25%. The holding were 457,218 shares as of .
Added: Mirati Therapeutics Inc (MRTX)Rtw Investments, Llc added to a holding in Mirati Therapeutics Inc by 52.64%. The purchase prices were between $69.78 and $128.86, with an estimated average price of $90.44. The stock is now traded at around $107.75. The impact to a portfolio due to this purchase was 1.2%. The holding were 985,166 shares as of .
Added: Natera Inc (NTRA)Rtw Investments, Llc added to a holding in Natera Inc by 214.21%. The purchase prices were between $17.27 and $40.17, with an estimated average price of $33.52. The stock is now traded at around $44.59. The impact to a portfolio due to this purchase was 1.19%. The holding were 1,266,125 shares as of .
Added: Zimmer Biomet Holdings Inc (ZBH)Rtw Investments, Llc added to a holding in Zimmer Biomet Holdings Inc by 53.52%. The purchase prices were between $80.63 and $160.4, with an estimated average price of $135.85. The stock is now traded at around $131.06. The impact to a portfolio due to this purchase was 1.09%. The holding were 671,457 shares as of .
Added: WAVE Life Sciences Ltd (WVE)Rtw Investments, Llc added to a holding in WAVE Life Sciences Ltd by 98.77%. The purchase prices were between $6.94 and $14.22, with an estimated average price of $8.49. The stock is now traded at around $10.40. The impact to a portfolio due to this purchase was 0.73%. The holding were 3,389,933 shares as of .
Added: Vericel Corp (VCEL)Rtw Investments, Llc added to a holding in Vericel Corp by 49.22%. The purchase prices were between $7.25 and $19.22, with an estimated average price of $15.13. The stock is now traded at around $14.73. The impact to a portfolio due to this purchase was 0.62%. The holding were 4,460,755 shares as of .
Added: Staar Surgical Co (STAA)Rtw Investments, Llc added to a holding in Staar Surgical Co by 123.57%. The purchase prices were between $25.01 and $42.4, with an estimated average price of $33.91. The stock is now traded at around $45.30. The impact to a portfolio due to this purchase was 0.55%. The holding were 675,650 shares as of .
Sold Out: Achillion Pharmaceuticals Inc (ACHN)Rtw Investments, Llc sold out a holding in Achillion Pharmaceuticals Inc. The sale prices were between $6.03 and $6.76, with an estimated average price of $6.21.
Sold Out: Agilent Technologies Inc (A)Rtw Investments, Llc sold out a holding in Agilent Technologies Inc. The sale prices were between $63.37 and $90.13, with an estimated average price of $80.63.
Sold Out: Insulet Corp (PODD)Rtw Investments, Llc sold out a holding in Insulet Corp. The sale prices were between $130.01 and $216.44, with an estimated average price of $183.11.
Reduced: Arvinas Inc (ARVN)Rtw Investments, Llc reduced to a holding in Arvinas Inc by 48.54%. The sale prices were between $33 and $54.5, with an estimated average price of $46.8. The stock is now traded at around $30.48. The impact to a portfolio due to this sale was -0.55%. Rtw Investments, Llc still held 344,937 shares as of .
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