BRAIDWELL LP

CIK

1920938

Location

STAMFORD, CT

Portfolio Value

Mid $2,603,997,715

Diversification

Diversified

Filing Date

Global Rank

#1,146 / 8,700 ▲ 150

Top Industry

Biotechnology 58.8%

Period ended 2 months ago

Filed Aug 14, 2026 · 30d

15 quarters · since Dec 2022

Portfolio Concentration

83 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.6%

−0.2 pts

Top 5

19.2%

+0.2 pts

Top 10

32.5%

−0.6 pts

HHI

202

Diversified−5

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	99.1%	$2,580,189,715	79
Financial Services	0.9%	$23,808,000	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
ATEC	Alphatec Holdings, Inc.	+4,358,714	6,531,439	$56,496,947
CLYM	Climb Bio, Inc.	+1,267,700	2,797,375	$36,477,770
AVAH	Aveanna Healthcare Holdings, Inc.	+861,600	3,065,106	$26,267,958
DMRA	Damora Therapeutics, Inc.	+725,531	1,620,377	$42,146,005
ACHC	Acadia Healthcare Company, Inc.	+495,577	1,141,477	$33,707,815
ACRS	Aclaris Therapeutics, Inc.	+443,232	2,142,348	$11,333,020
CRVS	Corvus Pharmaceuticals, Inc.	+373,500	2,126,298	$31,766,892
TMDX	TransMedics Group, Inc.	+280,324	609,715	$40,497,270
NKTR	Nektar Therapeutics	+250,916	473,617	$33,063,202
CAI	Caris Life Sciences, Inc.	+246,585	8,256,032	$147,122,490
BSX	Boston Scientific Corp	+241,100	587,567	$25,077,359
RGEN	Repligen Corp	+129,600	177,100	$24,163,524
VOR	Vor Biopharma Inc.	+106,330	573,104	$10,550,844
ORIC	Oric Pharmaceuticals, Inc.	+86,500	1,214,540	$13,153,468
RYTM	Rhythm Pharmaceuticals, Inc.	+70,500	381,128	$42,316,641
EOLS	Evolus, Inc.	+50,000	3,155,209	$21,897,150
IRTC	iRhythm Holdings, Inc.	+44,070	654,262	$77,824,464
VERA	Vera Therapeutics, Inc.	+40,900	564,724	$24,232,306
KYMR	Kymera Therapeutics, Inc.	+40,604	378,163	$43,363,951
DHR	Danaher Corp /De/	+11,300	150,627	$28,691,430
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MRVI	Maravai Lifesciences Holdings, Inc.	−1,537,243	8,702,921	$54,306,227
CDNA	CareDx, Inc.	−952,544	1,220,602	$34,787,157
CLDX	Celldex Therapeutics, Inc.	−919,436	436,646	$16,247,597
ACAD	Acadia Pharmaceuticals Inc	−824,800	1,646,399	$41,653,894
MBX	MBX Biosciences, Inc.	−781,587	710,880	$39,240,576
DYN	Dyne Therapeutics, Inc.	−760,400	921,598	$20,468,691
GLUE	Monte Rosa Therapeutics, Inc.	−755,012	2,451,562	$59,327,800
NEO	Neogenomics Inc	−699,200	4,918,202	$71,756,567
NRIX	Nurix Therapeutics, Inc.	−463,997	1,286,769	$31,217,015
BTSG	BrightSpring Health Services, Inc.	−419,809	596,753	$41,617,554
GH	Guardant Health, Inc.	−351,862	147,850	$22,181,935
EWTX	Edgewise Therapeutics, Inc.	−350,618	1,996,965	$81,136,687
XFOR	X4 Pharmaceuticals, Inc	−350,200	2,922,754	$13,649,261
NBIX	Neurocrine Biosciences Inc	−315,950	336,171	$56,658,260
GENB	Generate Biomedicines, Inc.	−309,155	3,283,844	$55,398,448
DNTH	Dianthus Therapeutics, Inc. /DE/	−304,802	594,562	$57,957,903
TECX	Tectonic Therapeutic, Inc.	−250,251	596,900	$20,521,422
XENE	Xenon Pharmaceuticals Inc.	−207,000	1,131,452	$68,294,442
GKOS	GLAUKOS Corp	−171,578	591,927	$82,727,717
BIOA	BioAge Labs, Inc.	−167,458	1,033,129	$25,321,991
HNGE	Hinge Health, Inc.	−124,996	1,330,127	$110,400,541
KNSA	Kiniksa Pharmaceuticals International, plc	−88,700	183,822	$11,755,416
ARGX	Argenx SE	−67,232	17,707	$16,428,023
DRUG	Bright Minds Biosciences Inc.	−55,886	483,822	$33,964,304
KRYS	Krystal Biotech, Inc.	−53,450	128,975	$47,936,138
No positions match the current search.

New Positions

Positions the filer opened this quarter

24 positions

Ticker	Company	Shares	Value
HUM	Humana Inc	114,500	$45,481,690
MAZE	Maze Therapeutics, Inc.	1,140,040	$34,018,793
AVTX	Avalo Therapeutics, Inc.	1,629,182	$30,107,283
ALMR	Alamar Biosciences, Inc.	1,083,983	$29,365,099
ORKA	Oruka Therapeutics, Inc.	278,164	$26,472,867
AVLN	Avalyn Pharma Inc.	801,395	$26,381,923
IMCR	Immunocore Holdings plc	521,327	$16,552,132
OVID	Ovid Therapeutics Inc.	5,919,464	$15,923,358
MNKD	Mannkind Corp	3,458,429	$14,732,907
QURE	uniQure N.V.	301,652	$13,894,091
OCS	Oculis Holding AG	834,183	$11,570,118
SPTX	Seaport Therapeutics, Inc.	500,000	$10,860,000
IMUX	Immunic, Inc.	645,010	$9,913,803
DGX	Quest Diagnostics Inc	43,200	$9,156,240
ANL	Adlai Nortye Group Ltd.	795,214	$9,144,961
TENX	Tenax Therapeutics, Inc.	584,412	$8,503,194
KARD	Kardigan, Inc.	300,000	$7,155,000
AMAN	Amanat Acquisition Corp.	700,000	$7,112,000
COAG	Hemab Therapeutics Holdings, Inc.	160,000	$5,876,800
GHRS	GH Research PLC	207,240	$5,570,611
WAT	Waters Corp /De/	14,040	$5,265,561
RACC	Research Alliance Corp III	400,000	$4,280,000
JATT	JATT II Acquisition Corp.	250,000	$2,840,000
CYCN	Korsana Biosciences, Inc.	156,890	$531,857
No positions match the current search.

Sold Out

Positions the filer fully exited

23 positions

Ticker	Company	Shares	Value
CGON	CG Oncology, Inc.	984,783	$66,650,113
APGE	Apogee Therapeutics, Inc.	478,667	$40,289,401
PEN	Penumbra Inc	105,352	$34,594,436
ILMN	Illumina, Inc.	229,215	$28,253,040
BMRN	Biomarin Pharmaceutical Inc	497,020	$28,076,659
ESTA	Establishment Labs Holdings Inc.	463,600	$26,323,208
FULC	Fulcrum Therapeutics, Inc.	3,134,922	$24,044,851
CVS	CVS HEALTH Corp	290,700	$20,878,074
TARS	Tarsus Pharmaceuticals, Inc.	265,715	$18,639,907
ENGN	enGene Therapeutics Inc.	2,456,870	$16,731,284
TGTX	Tg Therapeutics, Inc.	358,800	$11,919,336
CNC	Centene Corp	330,000	$10,804,200
CMPX	Compass Therapeutics, Inc.	1,965,106	$10,395,410
RVMD	Revolution Medicines, Inc.	84,900	$8,256,525
GRAL	GRAIL, Inc.	142,755	$7,377,578
DNLI	Denali Therapeutics Inc.	296,324	$5,689,420
HROW	Harrow, Inc.	156,419	$5,515,333
RVTY	Revvity, Inc.	48,400	$4,240,324
CELC	Celcuity Inc.	29,198	$3,332,659
PRAX	Praxis Precision Medicines, Inc.	9,976	$3,214,167
—		959,259	$0
CNTA	Centessa Pharmaceuticals plc	1,986,768	$0
—		700,429	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

83 tracked positions · $2,603,997,715 total · filing declares 86 positions · $2,703,471,368 · as of Jun 30, 2026

All sectors Financial Services Healthcare

Showing 1–50 of 83 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CAI	Caris Life Sciences, Inc. Healthcare	Added	8,256,032	+246,585	$147,122,490	+2.7%	5.65%
HNGE	Hinge Health, Inc. Healthcare	Reduced	1,330,127	-124,996	$110,400,541	+96.8%	4.24%
GKOS	GLAUKOS Corp Healthcare	Reduced	591,927	-171,578	$82,727,717	+0.6%	3.18%
EWTX	Edgewise Therapeutics, Inc. Healthcare	Reduced	1,996,965	-350,618	$81,136,687	+9.7%	3.12%
SYRE	Spyre Therapeutics, Inc. Healthcare	Reduced	879,467	-53,356	$78,079,080	+65.9%	3.00%
IRTC	iRhythm Holdings, Inc. Healthcare	Added	654,262	+44,070	$77,824,464	+8.1%	2.99%
NEO	Neogenomics Inc Healthcare	Reduced	4,918,202	-699,200	$71,756,567	+72.2%	2.76%
KOD	Kodiak Sciences Inc. Healthcare	Reduced	1,787,318	-31,347	$69,633,909	+0.4%	2.67%
XENE	Xenon Pharmaceuticals Inc. Healthcare	Reduced	1,131,452	-207,000	$68,294,442	−12.3%	2.62%
GLUE	Monte Rosa Therapeutics, Inc. Healthcare	Reduced	2,451,562	-755,012	$59,327,800	+12.5%	2.28%
DNTH	Dianthus Therapeutics, Inc. /DE/ Healthcare	Reduced	594,562	-304,802	$57,957,903	−23.2%	2.23%
NBIX	Neurocrine Biosciences Inc Healthcare	Reduced	336,171	-315,950	$56,658,260	−34.0%	2.18%
ATEC	Alphatec Holdings, Inc. Healthcare	Added	6,531,439	+4,358,714	$56,496,947	+139.0%	2.17%
GENB	Generate Biomedicines, Inc. Healthcare	Reduced	3,283,844	-309,155	$55,398,448	+23.3%	2.13%
MRVI	Maravai Lifesciences Holdings, Inc. Healthcare	Reduced	8,702,921	-1,537,243	$54,306,227	+87.4%	2.09%
KRYS	Krystal Biotech, Inc. Healthcare	Reduced	128,975	-53,450	$47,936,138	+1.7%	1.84%
HUM	Humana Inc Healthcare	NEW	114,500	NEW	$45,481,690	NEW	1.75%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	89,395	-3,520	$44,819,077	−1.9%	1.72%
KYMR	Kymera Therapeutics, Inc. Healthcare	Added	378,163	+40,604	$43,363,951	+54.2%	1.67%
RYTM	Rhythm Pharmaceuticals, Inc. Healthcare	Added	381,128	+70,500	$42,316,641	+56.6%	1.63%
DMRA	Damora Therapeutics, Inc. Healthcare	Added	1,620,377	+725,531	$42,146,005	+81.8%	1.62%
ACAD	Acadia Pharmaceuticals Inc Healthcare	Reduced	1,646,399	-824,800	$41,653,894	−24.3%	1.60%
BTSG	BrightSpring Health Services, Inc. Healthcare	Reduced	596,753	-419,809	$41,617,554	−3.9%	1.60%
TMDX	TransMedics Group, Inc. Healthcare	Added	609,715	+280,324	$40,497,270	+23.7%	1.56%
MBX	MBX Biosciences, Inc. Healthcare	Reduced	710,880	-781,587	$39,240,576	−11.9%	1.51%
CLYM	Climb Bio, Inc. Healthcare	Added	2,797,375	+1,267,700	$36,477,770	+248.1%	1.40%
CDNA	CareDx, Inc. Healthcare	Reduced	1,220,602	-952,544	$34,787,157	−7.8%	1.34%
MAZE	Maze Therapeutics, Inc. Healthcare	NEW	1,140,040	NEW	$34,018,793	NEW	1.31%
DRUG	Bright Minds Biosciences Inc. Healthcare	Reduced	483,822	-55,886	$33,964,304	−13.8%	1.30%
ACHC	Acadia Healthcare Company, Inc. Healthcare	Added	1,141,477	+495,577	$33,707,815	+123.1%	1.29%
NKTR	Nektar Therapeutics Healthcare	Added	473,617	+250,916	$33,063,202	+106.3%	1.27%
CRVS	Corvus Pharmaceuticals, Inc. Healthcare	Added	2,126,298	+373,500	$31,766,892	+23.9%	1.22%
NRIX	Nurix Therapeutics, Inc. Healthcare	Reduced	1,286,769	-463,997	$31,217,015	+15.0%	1.20%
INSP	Inspire Medical Systems, Inc. Healthcare	Held	677,570	0	$30,226,397	−13.5%	1.16%
AVTX	Avalo Therapeutics, Inc. Healthcare	NEW	1,629,182	NEW	$30,107,283	NEW	1.16%
ALMR	Alamar Biosciences, Inc. Healthcare	NEW	1,083,983	NEW	$29,365,099	NEW	1.13%
DHR	Danaher Corp /De/ Healthcare	Added	150,627	+11,300	$28,691,430	+8.6%	1.10%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	70,137	-7,160	$27,892,082	−21.7%	1.07%
ORKA	Oruka Therapeutics, Inc. Healthcare	NEW	278,164	NEW	$26,472,867	NEW	1.02%
AVLN	Avalyn Pharma Inc. Healthcare	NEW	801,395	NEW	$26,381,923	NEW	1.01%
AVAH	Aveanna Healthcare Holdings, Inc. Healthcare	Added	3,065,106	+861,600	$26,267,958	+85.1%	1.01%
BIOA	BioAge Labs, Inc. Healthcare	Reduced	1,033,129	-167,458	$25,321,991	+20.6%	0.97%
BSX	Boston Scientific Corp Healthcare	Added	587,567	+241,100	$25,077,359	+15.3%	0.96%
VERA	Vera Therapeutics, Inc. Healthcare	Added	564,724	+40,900	$24,232,306	+15.0%	0.93%
RGEN	Repligen Corp Healthcare	Added	177,100	+129,600	$24,163,524	+331.8%	0.93%
ZURA	Zura Bio Ltd Healthcare	Reduced	3,980,295	-8,694	$23,483,740	−1.1%	0.90%
GH	Guardant Health, Inc. Healthcare	Reduced	147,850	-351,862	$22,181,935	−51.9%	0.85%
EOLS	Evolus, Inc. Healthcare	Added	3,155,209	+50,000	$21,897,150	+71.6%	0.84%
NTRA	Natera, Inc. Healthcare	Reduced	79,500	-49,500	$21,580,275	−16.4%	0.83%
KIDS	Orthopediatrics Corp Healthcare	Held	1,100,370	0	$21,050,078	+20.5%	0.81%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.