BRAIDWELL LP
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 MBX
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,550,139 | 1,492,467 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $32,126,644 | 1,018,600 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||