Braidwell LP
- SEC CIK
- 0001920938
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 81
- −7 vs. Q4 2022
- Portfolio value
- $3.03B
- +$47.9M (+1.6%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AVTXAvalo Therapeutics, Inc. | COM NEW | 247,254 | $432.7K | <0.1% | +247,254 | New | History |
| Illumina, Inc.452327AK5 | NOTE 8/1 | – | $1.09M | <0.1% | – | New | – |
| REPLReplimune Group, Inc. | COM | 73,665 | $1.30M | <0.1% | −588,684−88.9% | Reduced | History |
| ESPREsperion Therapeutics, Inc. | COM | 1,211,519 | $1.93M | 0.1% | −2,181,886−64.3% | Reduced | History |
| IMTXImmatics N.V. | SHS | 322,287 | $2.22M | 0.1% | −927,765−74.2% | Reduced | History |
| SILKSilk Road Medical Inc | COM | 63,331 | $2.48M | 0.1% | −353,486−84.8% | Reduced | History |
| INSMED Inc457669AB5 | NOTE 0.750% 6/0 | – | $2.72M | 0.1% | – | – | – |
| ALXOAlx Oncology Holdings Inc | COM | 1,249,900 | $5.65M | 0.2% | +991,620+383.9% | Added | History |
| ADPTAdaptive Biotechnologies Corp | COM | 648,451 | $5.73M | 0.2% | +648,451 | New | History |
| Supernus Pharmaceuticals, Inc.868459AD0 | NOTE 0.625% 4/0 | – | $6.52M | 0.2% | – | – | – |
| NUVBNuvation Bio Inc. | COM CL A | 4,122,900 | $6.84M | 0.2% | 00.0% | Unchanged | History |
| TMDXTransMedics Group, Inc. | COM | 98,459 | $7.46M | 0.2% | −204,726−67.5% | Reduced | History |
| MLYSMineralys Therapeutics, Inc. | COM | 550,300 | $8.62M | 0.3% | +550,300 | New | History |
| AXNXAxonics, Inc. | COM | 166,704 | $9.10M | 0.3% | +166,704 | New | History |
| ARGXArgenx SE | SPONSORED ADR | 24,600 | $9.17M | 0.3% | −24,600−50.0% | Reduced | History |
| ACLXArcellx, Inc. | COMMON STOCK | 333,800 | $10.3M | 0.3% | +333,800 | New | History |
| CMPXCompass Therapeutics, Inc. | COM | 3,247,847 | $10.6M | 0.4% | +1,433,581+79.0% | Added | History |
| PACBPacific Biosciences of California, Inc. | COM | 1,097,300 | $12.7M | 0.4% | +1,097,300 | New | History |
| LUNGPulmonx Corp | COM | 1,163,294 | $13.0M | 0.4% | −458,200−28.3% | Reduced | History |
| MRSNMersana Therapeutics, Inc. | COM | 3,355,805 | $13.8M | 0.5% | +1,493,105+80.2% | Added | History |
| VIRVir Biotechnology, Inc. | COM | 604,036 | $14.1M | 0.5% | +604,036 | New | History |
| Invitae Corp46185LAB9 | NOTE 2.000% 9/0 | – | $14.8M | 0.5% | – | – | – |
| DYNDyne Therapeutics, Inc. | COM | 1,377,872 | $15.9M | 0.5% | +624,727+82.9% | Added | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 1,945,134 | $16.2M | 0.5% | +1,945,134 | New | History |
| MRTXMirati Therapeutics, Inc. | COM | 452,000 | $16.8M | 0.6% | +38,400+9.3% | Added | History |
| STESTERIS plc | SHS USD | 95,694 | $18.3M | 0.6% | 00.0% | Unchanged | History |
| FNAParagon 28, Inc. | COM | 1,098,722 | $18.8M | 0.6% | +1,098,722 | New | History |
| GMEDGlobus Medical Inc | Stock | 335,200 | $19.0M | 0.6% | −8,426−2.5% | Reduced | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 920,049 | $19.4M | 0.6% | −322,753−26.0% | Reduced | History |
| ALECAlector, Inc. | COM | 3,206,315 | $19.8M | 0.7% | +2,481,291+342.2% | Added | History |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 12,107,785 | $20.5M | 0.7% | 00.0% | Unchanged | History |
| IMCRImmunocore Holdings plc | ADS | 426,110 | $21.1M | 0.7% | +426,110 | New | History |
| ANABAnaptysbio, Inc | COM | 973,073 | $21.2M | 0.7% | +246,951+34.0% | Added | History |
| TERNTerns Pharmaceuticals, Inc. | COM | 1,997,055 | $23.6M | 0.8% | +1,997,055 | New | History |
| ACRSAclaris Therapeutics, Inc. | COM | 3,269,094 | $26.4M | 0.9% | +875,109+36.6% | Added | History |
| HLVXHilleVax, Inc. | COM | 1,620,216 | $26.8M | 0.9% | 00.0% | Unchanged | History |
| MRUSMerus N.V. | COM | 1,473,084 | $27.1M | 0.9% | −525,000−26.3% | Reduced | History |
| BridgeBio Pharma, Inc.10806XAD4 | NOTE 2.250% 2/0 | – | $27.4M | 0.9% | – | – | – |
| KRYSKrystal Biotech, Inc. | COM | 348,036 | $27.9M | 0.9% | −10,020−2.8% | Reduced | History |
| Travere Therapeutics, Inc.89422GAA5 | NOTE 2.250% 3/0 | – | $27.9M | 0.9% | – | – | – |
| DICEDICE Therapeutics, Inc. | COM | 984,800 | $28.2M | 0.9% | +145,725+17.4% | Added | History |
| LEGNLegend Biotech Corp | SPONSORED ADS | 601,801 | $29.0M | 1.0% | −56,300−8.6% | Reduced | History |
| Bellus Health Inc New07987C204 | COM NEW | 4,126,194 | $29.7M | 1.0% | +13,700+0.3% | Added | – |
| PENPenumbra Inc | COM | 107,044 | $29.8M | 1.0% | −55,784−34.3% | Reduced | History |
| HROWHarrow, Inc. | COM | 1,452,538 | $30.7M | 1.0% | +1,452,538 | New | History |
| Neogenomics Inc64049MAA8 | NOTE 1.250% 5/0 | – | $31.0M | 1.0% | – | – | – |
| OMOutset Medical, Inc. | COM | 1,754,350 | $32.3M | 1.1% | +49,798+2.9% | Added | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 2,019,714 | $32.4M | 1.1% | −1,449,960−41.8% | Reduced | History |
| Nuvasive Inc670704AJ4 | NOTE 0.375% 3/1 | – | $32.5M | 1.1% | – | – | – |
| Ionis Pharmaceuticals Inc462222AB6 | NOTE 0.125%12/1 | – | $33.8M | 1.1% | – | – | – |
| Neogenomics Inc64049MAB6 | NOTE 0.250% 1/1 | – | $36.0M | 1.2% | – | – | – |
| INSMED Inc457669AA7 | NOTE 1.750% 1/1 | – | $36.5M | 1.2% | – | – | – |
| AMGNAmgen Inc | Stock | 161,500 | $39.0M | 1.3% | +30,400+23.2% | Added | History |
| Amyris, Inc.03236MAJ0 | NOTE 1.500%11/1 | – | $39.1M | 1.3% | – | – | – |
| ENTAEnanta Pharmaceuticals Inc | COM | 1,038,310 | $42.0M | 1.4% | +712,472+218.7% | Added | History |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 3,159,895 | $42.2M | 1.4% | +1,913,356+153.5% | Added | History |
| KIDSOrthopediatrics Corp | COM | 998,871 | $44.2M | 1.5% | −45,828−4.4% | Reduced | History |
| Exact Sciences Corp30063PAB1 | NOTE 0.375% 3/1 | – | $45.2M | 1.5% | – | – | – |
| Ionis Pharmaceuticals Inc462222AD2 | NOTE 4/0 | – | $48.1M | 1.6% | – | – | – |
| PCVXVaxcyte, Inc. | COM | 1,319,978 | $49.5M | 1.6% | −42,300−3.1% | Reduced | History |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 3,241,351 | $50.1M | 1.7% | −30,162−0.9% | Reduced | History |
| Karyopharm Therapeutics Inc.48576UAA4 | NOTE 3.000%10/1 | – | $51.1M | 1.7% | – | – | – |
| Nuvasive Inc670704AL9 | NOTE 1.000% 6/0 | – | $51.1M | 1.7% | – | – | – |
| Retrophin Inc761299AB2 | NOTE 2.500% 9/1 | – | $53.9M | 1.8% | – | – | – |
| NTRANatera, Inc. | COM | 982,241 | $54.5M | 1.8% | −638,771−39.4% | Reduced | History |
| IRTCiRhythm Holdings, Inc. | COM | 454,169 | $56.3M | 1.9% | −43,498−8.7% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 223,120 | $57.0M | 1.9% | 00.0% | Unchanged | History |
| NVRONevro Corp | COM | 1,632,915 | $59.0M | 1.9% | +440,617+37.0% | Added | History |
| BIIBBiogen Inc. | COM | 220,742 | $61.4M | 2.0% | −31,800−12.6% | Reduced | History |
| ALGNAlign Technology Inc | COM | 207,130 | $69.2M | 2.3% | −12,800−5.8% | Reduced | History |
| XENEXenon Pharmaceuticals Inc. | COM | 2,137,110 | $76.5M | 2.5% | +589,000+38.0% | Added | History |
| NBIXNeurocrine Biosciences Inc | Stock | 766,800 | $77.6M | 2.6% | +766,800 | New | History |
| ISEEIVERIC bio, Inc. | COM | 3,714,672 | $90.4M | 3.0% | +373,372+11.2% | Added | History |
| GKOSGLAUKOS Corp | COM | 1,806,651 | $90.5M | 3.0% | +144,800+8.7% | Added | History |
| Nevro Corp64157FAC7 | NOTE 2.750% 4/0 | – | $102.7M | 3.4% | – | – | – |
| BridgeBio Pharma, Inc.10806XAB8 | NOTE 2.500% 3/1 | – | $106.2M | 3.5% | – | – | – |
| Alphatec Hldgs Inc02081GAB8 | NOTE 0.750% 8/0 | – | $108.2M | 3.6% | – | – | – |
| NovoCure Ltd67011XAB9 | NOTE 11/0 | – | $116.8M | 3.9% | – | – | – |
| Nanostring Technologies Inc63009RAD1 | NOTE 2.625% 5/0 | – | $121.8M | 4.0% | – | – | – |
| Exact Sciences Corp30063PAC9 | NOTE 0.375% 3/0 | – | $122.7M | 4.0% | – | – | – |
| Guardant Health, Inc.40131MAB5 | NOTE 11/1 | – | $168.8M | 5.6% | – | – | – |
Sold out since Q4 2022 (21)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| TVTXTravere Therapeutics, Inc. | COM | 1,455,585 | $30.6M | 1.0% | History |
| QDELQuidelOrtho Corp | COM | 300,437 | $25.7M | 0.9% | History |
| ACADAcadia Pharmaceuticals Inc | COM | 1,493,121 | $23.8M | 0.8% | History |
| Biomarin Pharmaceutical Inc09061GAK7 | NOTE 1.250% 5/1 | – | $20.7M | 0.7% | – |
| APLSApellis Pharmaceuticals, Inc. | COM | 389,596 | $20.1M | 0.7% | History |
| RAPTRAPT Therapeutics, Inc. | COM | 1,000,000 | $19.8M | 0.7% | History |
| SRPTSarepta Therapeutics, Inc. | COM | 140,352 | $18.2M | 0.6% | History |
| EWEdwards Lifesciences Corp | Stock | 235,319 | $17.6M | 0.6% | History |
| IMGNImmunoGen, Inc. | COM | 3,474,497 | $17.2M | 0.6% | History |
| COOCooper Companies, Inc. | COM NEW | 52,115 | $17.2M | 0.6% | History |
| PTGXProtagonist Therapeutics, Inc | COM | 927,800 | $10.1M | 0.3% | History |
| Biomarin Pharmaceutical Inc09061GAH4 | NOTE 0.599% 8/0 | – | $9.57M | 0.3% | – |
| VRDNViridian Therapeutics, Inc. | COM | 313,403 | $9.15M | 0.3% | History |
| NKTXNkarta, Inc. | COM | 1,525,800 | $9.14M | 0.3% | History |
| ALLKAllakos Inc. | COM | 920,304 | $7.75M | 0.3% | History |
| KODKodiak Sciences Inc. | COM | 914,209 | $6.55M | 0.2% | History |
| FUSNFusion Pharmaceuticals Inc. | COM | 2,000,000 | $6.30M | 0.2% | History |
| MISTMilestone Pharmaceuticals Inc. | COM | 1,164,849 | $4.61M | 0.2% | History |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 381,120 | $4.00M | 0.1% | History |
| NKTRNektar Therapeutics | COM | 620,280 | $1.40M | <0.1% | History |
| ITOSiTeos Therapeutics, Inc. | COM | 71,585 | $1.40M | <0.1% | History |