Position in MRVI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$54,306,227
+$25,326,563 QoQ
Shares Held
8,702,921
-15.0% QoQ
Ownership
3.35%
of shares outstanding
% of Portfolio
2.09%
of 13F equity value
Holder Rank
#3
of 177 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRVI Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026BRAIDWELL LP holds $1,531,675,908 across 50 Biotechnology names. MRVI ranks #9 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAI |
Caris Life Sciences, Inc.
|
8,256,032 | $147,122,490 | |
| 2 | EWTX |
Edgewise Therapeutics, Inc.
|
1,996,965 | $81,136,687 | |
| 3 | SYRE |
Spyre Therapeutics, Inc.
|
879,467 | $78,079,080 | |
| 4 | KOD |
Kodiak Sciences Inc.
|
1,787,318 | $69,633,909 | |
| 5 | XENE |
Xenon Pharmaceuticals Inc.
|
1,131,452 | $68,294,442 | |
| 6 | GLUE |
Monte Rosa Therapeutics, Inc.
|
2,451,562 | $59,327,800 | |
| 7 | DNTH |
Dianthus Therapeutics, Inc. /DE/
|
594,562 | $57,957,903 | |
| 8 | GENB |
Generate Biomedicines, Inc.
|
3,283,844 | $55,398,448 |
All Filings in MRVI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,306,227 | 8,702,921 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $28,979,664 | 10,240,164 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,148,182 | 8,353,287 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,973,933 | 8,353,287 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,131,421 | 8,353,287 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,460,764 | 8,353,287 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $45,525,414 | 8,353,287 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $69,415,814 | 8,353,287 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $64,612,104 | 9,024,037 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $62,614,393 | 7,221,960 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $33,016,159 | 5,040,635 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $39,748,570 | 3,974,857 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $22,432,421 | 1,804,700 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||