Position in DRUG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$39,382,492
+$14,069,594 QoQ
Shares Held
539,708
+66.4% QoQ
Ownership
5.50%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#5
of 93 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DRUG Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026BRAIDWELL LP holds $1,648,117,197 across 48 Biotechnology names. DRUG ranks #18 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAI |
Caris Life Sciences, Inc.
|
8,009,447 | $143,208,912 | |
| 2 | CNTA |
Centessa Pharmaceuticals plc
|
1,986,768 | $78,914,424 | |
| 3 | XENE |
Xenon Pharmaceuticals Inc.
|
1,338,452 | $77,830,983 | |
| 4 | DNTH |
Dianthus Therapeutics, Inc. /DE/
|
899,364 | $75,474,626 | |
| 5 | EWTX |
Edgewise Therapeutics, Inc.
|
2,347,583 | $73,948,864 | |
| 6 | NUVL |
Nuvalent, Inc.
|
700,429 | $71,758,951 | |
| 7 | KOD |
Kodiak Sciences Inc.
|
1,818,665 | $69,327,509 | |
| 8 | CGON |
CG Oncology, Inc.
|
984,783 | $66,650,113 |
All Filings in DRUG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,382,492 | 539,708 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,312,898 | 324,358 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $18,421,532 | 303,685 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||