Braidwell LP 13F holdings
Braidwell LP reported 83 positions with a total reported value of $2.6B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: CAI CARIS LIFE SCIENCES INC (5.6%), HNGE HINGE HEALTH INC (4.2%), GKOS GLAUKOS CORP (3.2%), EWTX EDGEWISE THERAPEUTICS INC (3.1%), SYRE SPYRE THERAPEUTICS INC (3.0%). Against 2026-03-31 it opened 24 new positions and exited 23. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 83 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CAI CARIS LIFE SCIENCES INC | 8,256,032 | $147.1M | 5.6% |
| HNGE HINGE HEALTH INC | 1,330,127 | $110.4M | 4.2% |
| GKOS GLAUKOS CORP | 591,927 | $82.7M | 3.2% |
| EWTX EDGEWISE THERAPEUTICS INC | 1,996,965 | $81.1M | 3.1% |
| SYRE SPYRE THERAPEUTICS INC | 879,467 | $78.1M | 3.0% |
| IRTC IRHYTHM HOLDINGS INC | 654,262 | $77.8M | 3.0% |
| NEO NEOGENOMICS INC | 4,918,202 | $71.8M | 2.8% |
| KOD KODIAK SCIENCES INC | 1,787,318 | $69.6M | 2.7% |
| XENE XENON PHARMACEUTICALS INC | 1,131,452 | $68.3M | 2.6% |
| GLUE MONTE ROSA THERAPEUTICS INC | 2,451,562 | $59.3M | 2.3% |
| DNTH DIANTHUS THERAPEUTICS INC | 594,562 | $58.0M | 2.2% |
| NBIX NEUROCRINE BIOSCIENCES INC | 336,171 | $56.7M | 2.2% |
| ATEC ALPHATEC HLDGS INC | 6,531,439 | $56.5M | 2.2% |
| GENB GENERATE BIOMEDICINES INC | 3,283,844 | $55.4M | 2.1% |
| MRVI MARAVAI LIFESCIENCES HLDGS I | 8,702,921 | $54.3M | 2.1% |
| KRYS KRYSTAL BIOTECH INC | 128,975 | $47.9M | 1.8% |
| HUM HUMANA INC | 114,500 | $45.5M | 1.7% |
| TMO THERMO FISHER SCIENTIFIC INC | 89,395 | $44.8M | 1.7% |
| KYMR KYMERA THERAPEUTICS INC | 378,163 | $43.4M | 1.7% |
| RYTM RHYTHM PHARMACEUTICALS INC | 381,128 | $42.3M | 1.6% |
| DMRA DAMORA THERAPEUTICS INC | 1,620,377 | $42.1M | 1.6% |
| ACAD ACADIA PHARMACEUTICALS INC | 1,646,399 | $41.7M | 1.6% |
| BTSG BRIGHTSPRING HEALTH SVCS INC | 596,753 | $41.6M | 1.6% |
| TMDX TRANSMEDICS GROUP INC | 609,715 | $40.5M | 1.6% |
| MBX MBX BIOSCIENCES INC | 710,880 | $39.2M | 1.5% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 24 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| HUM HUMANA INC | 114,500 | $45.5M | 1.7% |
| MAZE MAZE THERAPEUTICS INC | 1,140,040 | $34.0M | 1.3% |
| AVTX AVALO THERAPEUTICS INC | 1,629,182 | $30.1M | 1.2% |
| ALMR ALAMAR BIOSCIENCES INC | 1,083,983 | $29.4M | 1.1% |
| ORKA ORUKA THERAPEUTICS INC | 278,164 | $26.5M | 1.0% |
| AVLN AVALYN PHARMACEUTICALS INC | 801,395 | $26.4M | 1.0% |
| IMCR IMMUNOCORE HLDGS PLC | 521,327 | $16.6M | 0.6% |
| OVID OVID THERAPEUTICS INC | 5,919,464 | $15.9M | 0.6% |
| MNKD MANNKIND CORP | 3,458,429 | $14.7M | 0.6% |
| QURE UNIQURE NV | 301,652 | $13.9M | 0.5% |
| OCS OCULIS HOLDING AG | 834,183 | $11.6M | 0.4% |
| SPTX SEAPORT THERAPEUTICS INC | 500,000 | $10.9M | 0.4% |
| IMUX IMMUNIC INC | 645,010 | $9.9M | 0.4% |
| DGX QUEST DIAGNOSTICS INC | 43,200 | $9.2M | 0.4% |
| ANL ADLAI NORTYE LTD | 795,214 | $9.1M | 0.4% |
| TENX TENAX THERAPEUTICS INC | 584,412 | $8.5M | 0.3% |
| KARD KARDIGAN INC | 300,000 | $7.2M | 0.3% |
| AMAN AMANAT ACQUISITION CORP | 700,000 | $7.1M | 0.3% |
| COAG HEMAB THERAPEUTICS HLDGS INC | 160,000 | $5.9M | 0.2% |
| GHRS GH RESEARCH PLC | 207,240 | $5.6M | 0.2% |
| WAT WATERS CORP | 14,040 | $5.3M | 0.2% |
| RACC RESEARCH ALLIANCE CORP III | 400,000 | $4.3M | 0.2% |
| JATT JATT II ACQUISITION CORP | 250,000 | $2.8M | 0.1% |
| CYCLERION THERAPEUTICS INC | 156,890 | $531.9K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 23 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| CENTESSA PHARMACEUTICALS PLC | 1,986,768 | $78.9M | 3.0% |
| NUVL NUVALENT INC | 700,429 | $71.8M | 2.7% |
| CGON CG ONCOLOGY INC | 984,783 | $66.7M | 2.5% |
| APGE APOGEE THERAPEUTICS INC | 478,667 | $40.3M | 1.5% |
| PEN PENUMBRA INC | 105,352 | $34.6M | 1.3% |
| SOLENO THERAPEUTICS INC | 959,259 | $32.1M | 1.2% |
| ILMN ILLUMINA INC | 229,215 | $28.3M | 1.1% |
| BMRN BIOMARIN PHARMACEUTICAL INC | 497,020 | $28.1M | 1.1% |
| ESTA ESTABLISHMENT LABS HLDGS INC | 463,600 | $26.3M | 1.0% |
| FULC FULCRUM THERAPEUTICS INC | 3,134,922 | $24.0M | 0.9% |
| CVS CVS HEALTH CORP | 290,700 | $20.9M | 0.8% |
| TARS TARSUS PHARMACEUTICALS INC | 265,715 | $18.6M | 0.7% |
| ENGN ENGENE HOLDINGS INC | 2,456,870 | $16.7M | 0.6% |
| TGTX TG THERAPEUTICS INC | 358,800 | $11.9M | 0.5% |
| CNC CENTENE CORP DEL | 330,000 | $10.8M | 0.4% |
| CMPX COMPASS THERAPEUTICS INC | 1,965,106 | $10.4M | 0.4% |
| RVMD REVOLUTION MEDICINES INC | 84,900 | $8.3M | 0.3% |
| GRAL GRAIL INC | 142,755 | $7.4M | 0.3% |
| DNLI DENALI THERAPEUTICS INC | 296,324 | $5.7M | 0.2% |
| HROW HARROW INC | 156,419 | $5.5M | 0.2% |
| RVTY REVVITY INC | 48,400 | $4.2M | 0.2% |
| CELC CELCUITY INC | 29,198 | $3.3M | 0.1% |
| PRAX PRAXIS PRECISION MEDICINES I | 9,976 | $3.2M | 0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ATEC ALPHATEC HLDGS INC | 2,172,725 | 6,531,439 | +200.6% | $56.5M |
| DMRA DAMORA THERAPEUTICS INC | 894,846 | 1,620,377 | +81.1% | $42.1M |
| TMDX TRANSMEDICS GROUP INC | 329,391 | 609,715 | +85.1% | $40.5M |
| RGEN REPLIGEN CORP | 47,500 | 177,100 | +272.8% | $24.2M |
| NKTR NEKTAR THERAPEUTICS | 222,701 | 473,617 | +112.7% | $33.1M |
| CLYM CLIMB BIO INC | 1,529,675 | 2,797,375 | +82.9% | $36.5M |
| ACHC ACADIA HEALTHCARE COMPANY IN | 645,900 | 1,141,477 | +76.7% | $33.7M |
| BSX BOSTON SCIENTIFIC CORP | 346,467 | 587,567 | +69.6% | $25.1M |
| RYTM RHYTHM PHARMACEUTICALS INC | 310,628 | 381,128 | +22.7% | $42.3M |
| AVAH AVEANNA HEALTHCARE HLDGS INC | 2,203,506 | 3,065,106 | +39.1% | $26.3M |
| CRVS CORVUS PHARMACEUTICALS INC | 1,752,798 | 2,126,298 | +21.3% | $31.8M |
| IRTC IRHYTHM HOLDINGS INC | 610,192 | 654,262 | +7.2% | $77.8M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ARGX ARGENX SE | 84,939 | 17,707 | -79.2% | $16.4M |
| NBIX NEUROCRINE BIOSCIENCES INC | 652,121 | 336,171 | -48.4% | $56.7M |
| GH GUARDANT HEALTH INC | 499,712 | 147,850 | -70.4% | $22.2M |
| MBX MBX BIOSCIENCES INC | 1,492,467 | 710,880 | -52.4% | $39.2M |
| CLDX CELLDEX THERAPEUTICS INC NEW | 1,356,082 | 436,646 | -67.8% | $16.2M |
| DNTH DIANTHUS THERAPEUTICS INC | 899,364 | 594,562 | -33.9% | $58.0M |
| BTSG BRIGHTSPRING HEALTH SVCS INC | 1,016,562 | 596,753 | -41.3% | $41.6M |
| CDNA CAREDX INC | 2,173,146 | 1,220,602 | -43.8% | $34.8M |
| GKOS GLAUKOS CORP | 763,505 | 591,927 | -22.5% | $82.7M |
| ACAD ACADIA PHARMACEUTICALS INC | 2,471,199 | 1,646,399 | -33.4% | $41.7M |
| KRYS KRYSTAL BIOTECH INC | 182,425 | 128,975 | -29.3% | $47.9M |
| GLUE MONTE ROSA THERAPEUTICS INC | 3,206,574 | 2,451,562 | -23.5% | $59.3M |
CIK 1920938 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
