BRAIDWELL LP

CIK

1920938

City

STAMFORD

State / Country

CT

Stock

APGE — Apogee Therapeutics, Inc.

Top Portfolio Positions

82 positions · $2,625,339,636 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
CAI	Caris Life Sciences, Inc. Healthcare	8,009,447	$143,208,912	5.45%
NBIX	Neurocrine Biosciences Inc Healthcare	652,121	$85,910,420	3.27%
GKOS	GLAUKOS Corp Healthcare	763,505	$82,198,948	3.13%
CNTA	Centessa Pharmaceuticals plc Healthcare	1,986,768	$78,914,424	3.01%
XENE	Xenon Pharmaceuticals Inc. Healthcare	1,338,452	$77,830,983	2.96%
DNTH	Dianthus Therapeutics, Inc. /DE/ Healthcare	899,364	$75,474,626	2.87%
EWTX	Edgewise Therapeutics, Inc. Healthcare	2,347,583	$73,948,864	2.82%
IRTC	iRhythm Holdings, Inc. Healthcare	610,192	$72,014,859	2.74%
NUVL	Nuvalent, Inc. Healthcare	700,429	$71,758,951	2.73%
KOD	Kodiak Sciences Inc. Healthcare	1,818,665	$69,327,509	2.64%

Portfolio Trend

14 quarters · across all stocks

Holdings in APGE

Compact Export CSV

Shares Held

Position Value (USD)

11 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$40,289,401	478,667	-16.8%	Shares	Sole	2026-05-15
2025-12-31	$43,406,057	575,067	-60.0%	Shares	Sole	2026-02-17
2025-09-30	$57,161,338	1,438,745	-2.7%	Shares	Sole	2025-11-14
2025-06-30	$64,211,776	1,478,512	-4.0%	Shares	Sole	2025-08-14
2025-03-31	$57,547,924	1,540,362	0.0%	Shares	Sole	2025-05-15
2024-12-31	$69,778,398	1,540,362	-6.3%	Shares	Sole	2025-02-14
2024-09-30	$96,523,095	1,643,226	-31.3%	Shares	Sole	2024-11-14
2024-06-30	$94,126,852	2,392,042	+29.8%	Shares	Sole	2024-08-14
2024-03-31	$122,435,121	1,842,515	+170.5%	Shares	Sole	2024-05-15
2023-12-31	$19,029,961	681,101	+38.7%	Shares	Sole	2024-02-14
2023-09-30	$10,460,706	491,113	—	Shares	Sole	2023-11-14
No 13F history on record for this holder in this stock.