Braidwell LP
- SEC CIK
- 0001920938
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only.
- Positions
- 88
- No filing for Q3 2022
- Portfolio value
- $2.98B
- No filing for Q3 2022
Braidwell LP did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ITOSiTeos Therapeutics, Inc. | COM | 71,585 | $1.40M | <0.1% | – | – | History |
| NKTRNektar Therapeutics | COM | 620,280 | $1.40M | <0.1% | – | – | History |
| ALXOAlx Oncology Holdings Inc | COM | 258,280 | $2.91M | 0.1% | – | – | History |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 381,120 | $4.00M | 0.1% | – | – | History |
| MISTMilestone Pharmaceuticals Inc. | COM | 1,164,849 | $4.61M | 0.2% | – | – | History |
| FUSNFusion Pharmaceuticals Inc. | COM | 2,000,000 | $6.30M | 0.2% | – | – | History |
| Supernus Pharmaceuticals, Inc.868459AD0 | NOTE 0.625% 4/0 | – | $6.42M | 0.2% | – | – | – |
| KODKodiak Sciences Inc. | COM | 914,209 | $6.55M | 0.2% | – | – | History |
| ALECAlector, Inc. | COM | 725,024 | $6.69M | 0.2% | – | – | History |
| ALLKAllakos Inc. | COM | 920,304 | $7.75M | 0.3% | – | – | History |
| NUVBNuvation Bio Inc. | COM CL A | 4,122,900 | $7.92M | 0.3% | – | – | History |
| INSMED Inc457669AB5 | NOTE 0.750% 6/0 | – | $8.30M | 0.3% | – | – | – |
| DYNDyne Therapeutics, Inc. | COM | 753,145 | $8.73M | 0.3% | – | – | History |
| CMPXCompass Therapeutics, Inc. | COM | 1,814,266 | $9.13M | 0.3% | – | – | History |
| NKTXNkarta, Inc. | COM | 1,525,800 | $9.14M | 0.3% | – | – | History |
| VRDNViridian Therapeutics, Inc. | COM | 313,403 | $9.15M | 0.3% | – | – | History |
| Biomarin Pharmaceutical Inc09061GAH4 | NOTE 0.599% 8/0 | – | $9.57M | 0.3% | – | – | – |
| PTGXProtagonist Therapeutics, Inc | COM | 927,800 | $10.1M | 0.3% | – | – | History |
| IMTXImmatics N.V. | SHS | 1,250,052 | $10.9M | 0.4% | – | – | History |
| MRSNMersana Therapeutics, Inc. | COM | 1,862,700 | $10.9M | 0.4% | – | – | History |
| LUNGPulmonx Corp | COM | 1,621,494 | $13.7M | 0.5% | – | – | History |
| ENTAEnanta Pharmaceuticals Inc | COM | 325,838 | $15.2M | 0.5% | – | – | History |
| BridgeBio Pharma, Inc.10806XAD4 | NOTE 2.250% 2/0 | – | $16.2M | 0.5% | – | – | – |
| Nuvasive Inc670704AL9 | NOTE 1.000% 6/0 | – | $16.2M | 0.5% | – | – | – |
| Invitae Corp46185LAB9 | NOTE 2.000% 9/0 | – | $17.0M | 0.6% | – | – | – |
| COOCooper Companies, Inc. | COM NEW | 52,115 | $17.2M | 0.6% | – | – | History |
| IMGNImmunoGen, Inc. | COM | 3,474,497 | $17.2M | 0.6% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 235,319 | $17.6M | 0.6% | – | – | History |
| STESTERIS plc | SHS USD | 95,694 | $17.7M | 0.6% | – | – | History |
| REPLReplimune Group, Inc. | COM | 662,349 | $18.0M | 0.6% | – | – | History |
| SRPTSarepta Therapeutics, Inc. | COM | 140,352 | $18.2M | 0.6% | – | – | History |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 12,107,785 | $18.5M | 0.6% | – | – | History |
| ARGXArgenx SE | SPONSORED ADR | 49,200 | $18.6M | 0.6% | – | – | History |
| TMDXTransMedics Group, Inc. | COM | 303,185 | $18.7M | 0.6% | – | – | History |
| MRTXMirati Therapeutics, Inc. | COM | 413,600 | $18.7M | 0.6% | – | – | History |
| RAPTRAPT Therapeutics, Inc. | COM | 1,000,000 | $19.8M | 0.7% | – | – | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 389,596 | $20.1M | 0.7% | – | – | History |
| Biomarin Pharmaceutical Inc09061GAK7 | NOTE 1.250% 5/1 | – | $20.7M | 0.7% | – | – | – |
| ESPREsperion Therapeutics, Inc. | COM | 3,393,405 | $21.1M | 0.7% | – | – | History |
| SILKSilk Road Medical Inc | COM | 416,817 | $22.0M | 0.7% | – | – | History |
| ANABAnaptysbio, Inc | COM | 726,122 | $22.5M | 0.8% | – | – | History |
| ACADAcadia Pharmaceuticals Inc | COM | 1,493,121 | $23.8M | 0.8% | – | – | History |
| GMEDGlobus Medical Inc | Stock | 343,626 | $25.5M | 0.9% | – | – | History |
| QDELQuidelOrtho Corp | COM | 300,437 | $25.7M | 0.9% | – | – | History |
| DICEDICE Therapeutics, Inc. | COM | 839,075 | $26.2M | 0.9% | – | – | History |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 1,246,539 | $26.8M | 0.9% | – | – | History |
| HLVXHilleVax, Inc. | COM | 1,620,216 | $27.1M | 0.9% | – | – | History |
| KRYSKrystal Biotech, Inc. | COM | 358,056 | $28.4M | 1.0% | – | – | History |
| Travere Therapeutics, Inc.89422GAA5 | NOTE 2.250% 3/0 | – | $28.7M | 1.0% | – | – | – |
| TVTXTravere Therapeutics, Inc. | COM | 1,455,585 | $30.6M | 1.0% | – | – | History |
| MRUSMerus N.V. | COM | 1,998,084 | $30.9M | 1.0% | – | – | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,242,802 | $31.6M | 1.1% | – | – | History |
| Neogenomics Inc64049MAB6 | NOTE 0.250% 1/1 | – | $31.9M | 1.1% | – | – | – |
| Nuvasive Inc670704AJ4 | NOTE 0.375% 3/1 | – | $32.2M | 1.1% | – | – | – |
| LEGNLegend Biotech Corp | SPONSORED ADS | 658,101 | $32.9M | 1.1% | – | – | History |
| Ionis Pharmaceuticals Inc462222AB6 | NOTE 0.125%12/1 | – | $33.4M | 1.1% | – | – | – |
| Bellus Health Inc New07987C204 | COM NEW | 4,112,494 | $33.8M | 1.1% | – | – | – |
| AMGNAmgen Inc | Stock | 131,100 | $34.4M | 1.2% | – | – | History |
| PENPenumbra Inc | COM | 162,828 | $36.2M | 1.2% | – | – | History |
| Neogenomics Inc64049MAA8 | NOTE 1.250% 5/0 | – | $36.5M | 1.2% | – | – | – |
| INSMED Inc457669AA7 | NOTE 1.750% 1/1 | – | $37.7M | 1.3% | – | – | – |
| ACRSAclaris Therapeutics, Inc. | COM | 2,393,985 | $37.7M | 1.3% | – | – | History |
| Exact Sciences Corp30063PAB1 | NOTE 0.375% 3/1 | – | $40.1M | 1.3% | – | – | – |
| KIDSOrthopediatrics Corp | COM | 1,044,699 | $41.5M | 1.4% | – | – | History |
| Amyris, Inc.03236MAJ0 | NOTE 1.500%11/1 | – | $43.3M | 1.4% | – | – | – |
| OMOutset Medical, Inc. | COM | 1,704,552 | $44.0M | 1.5% | – | – | History |
| ALGNAlign Technology Inc | COM | 219,930 | $46.4M | 1.6% | – | – | History |
| IRTCiRhythm Holdings, Inc. | COM | 497,667 | $46.6M | 1.6% | – | – | History |
| Retrophin Inc761299AB2 | NOTE 2.500% 9/1 | – | $46.6M | 1.6% | – | – | – |
| NVRONevro Corp | COM | 1,192,298 | $47.2M | 1.6% | – | – | History |
| Ionis Pharmaceuticals Inc462222AD2 | NOTE 4/0 | – | $48.9M | 1.6% | – | – | – |
| Karyopharm Therapeutics Inc.48576UAA4 | NOTE 3.000%10/1 | – | $49.4M | 1.7% | – | – | – |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 3,271,513 | $53.6M | 1.8% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 223,120 | $59.2M | 2.0% | – | – | History |
| XENEXenon Pharmaceuticals Inc. | COM | 1,548,110 | $61.0M | 2.0% | – | – | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 3,469,674 | $63.5M | 2.1% | – | – | History |
| BridgeBio Pharma, Inc.10806XAB8 | NOTE 2.500% 3/1 | – | $63.7M | 2.1% | – | – | – |
| NTRANatera, Inc. | COM | 1,621,012 | $65.1M | 2.2% | – | – | History |
| PCVXVaxcyte, Inc. | COM | 1,362,278 | $65.3M | 2.2% | – | – | History |
| BIIBBiogen Inc. | COM | 252,542 | $69.9M | 2.3% | – | – | History |
| ISEEIVERIC bio, Inc. | COM | 3,341,300 | $71.5M | 2.4% | – | – | History |
| GKOSGLAUKOS Corp | COM | 1,661,851 | $72.6M | 2.4% | – | – | History |
| Nevro Corp64157FAC7 | NOTE 2.750% 4/0 | – | $100.2M | 3.4% | – | – | – |
| Alphatec Hldgs Inc02081GAB8 | NOTE 0.750% 8/0 | – | $103.1M | 3.5% | – | – | – |
| Exact Sciences Corp30063PAC9 | NOTE 0.375% 3/0 | – | $109.6M | 3.7% | – | – | – |
| NovoCure Ltd67011XAB9 | NOTE 11/0 | – | $117.6M | 3.9% | – | – | – |
| Nanostring Technologies Inc63009RAD1 | NOTE 2.625% 5/0 | – | $118.2M | 4.0% | – | – | – |
| Guardant Health, Inc.40131MAB5 | NOTE 11/1 | – | $156.7M | 5.3% | – | – | – |