Investment Firm Rtw Investments, LP Reveals Changes in Holdings of Fund in Q3 and Q4 2022

Rtw Investments, LP quarterly report on form 13F filings with the SEC shows the changes in holdings of funds during Q3 and Q4 2022. The report includes investments in various companies in the healthcare, science, and technology sectors.

ALNYLAM PHARMACEUTICALS stands out with 18.7% worth of shares in Q4. The issuer name, stock symbol, option type, number of shares, and value of shares are included in the comparison table. Investment firms with more than $100 million in assets under management have to file a form 13F every quarter.

Here are the highlights of the report:

RCKT: Rocket Pharmaceuticals, Inc. (NASDAQ: RCKT)

Rocket Pharmaceuticals, Inc. invested in gene therapies targeting rare and severe pediatric diseases. In Q4 2022, Rtw Investments, LP increased its holdings in RCKT by 37.2%, indicating that the investment firm is bullish on the gene therapies market. The shares surged more than 10% in early December 2022.

RXDX: Prometheus Biosciences, Inc. (NASDAQ: RXDX)

Rtw Investments, LP increased its holdings in Prometheus Biosciences, Inc. by 96% in Q4 2022, indicating a positive outlook on the biotechnology company. Prometheus focuses on treating inflammatory bowel diseases, and their shares were up 15% in November 2022.

IMCR: Immunocore Holdings plc (NASDAQ: IMCR)

Immunocore Holdings plc is a clinical-stage biotech company that develops immune-based therapies for cancer and viral illnesses. In Q4 2022, Rtw Investments, LP increased its holdings in IMCR by 51.8%, indicating that the investment firm is bullish on immunotherapy as a cancer treatment.

TMO: Thermo Fisher Scientific Inc. (NYSE: TMO)

Thermo Fisher Scientific Inc. provides scientific research equipment, software, and services. In Q4 2022, Rtw Investments, LP maintained its holdings in TMO. The stock value increased by 8.6% in this period.

AXSM: Axsome Therapeutics, Inc. (NASDAQ: AXSM)

Axsome Therapeutics, Inc. is a clinical-stage biopharmaceutical company that focuses on developing medicines for central nervous system disorders. In Q4 2022, Rtw Investments, LP increased its holdings in AXSM by 173.7%, indicating a positive outlook on the company. The stock price increased by 5% in a day in December 2022.

In conclusion, the form 13F report by Rtw Investments, LP reveals the firms' positive outlook on the healthcare, science, and technology sectors. The investment firm has a strong conviction in gene therapies, immunotherapy, and biopharmaceuticals. These positions can be encouraging for investors who seek to follow the investment strategy of the firm.

Investors should, however, understand that form 13F reports have a lag time of 45 days, meaning that the current holdings of the investment firm may have changed since the report's filing.