Braidwell LP
- SEC CIK
- 0001920938
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 55
- −9 vs. Q1 2025
- Portfolio value
- $2.92B
- +$79.1M (+2.8%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SRZNSurrozen, Inc. | COM NEW | 140,000 | $1.25M | <0.1% | +140,000 | New | History |
| LUNGPulmonx Corp | COM | 752,541 | $1.95M | 0.1% | 00.0% | Unchanged | History |
| ZURAZura Bio Ltd | CLASS A ORD SHS | 2,472,806 | $2.60M | 0.1% | 00.0% | Unchanged | History |
| REPLReplimune Group, Inc. | COM | 422,887 | $3.93M | 0.1% | −1,038,939−71.1% | Reduced | History |
| CBIOCrescent Biopharma, Inc. | COM | 261,504 | $4.22M | 0.1% | +261,504 | New | History |
| Alphatec Hldgs Inc02081GAB8 | NOTE 0.750% 8/0 | – | $5.77M | 0.2% | – | – | – |
| CELCCelcuity Inc. | COM | 884,306 | $11.8M | 0.4% | 00.0% | Unchanged | History |
| XNCRXencor Inc | COM | 1,655,690 | $13.0M | 0.4% | 00.0% | Unchanged | History |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 2,181,598 | $14.2M | 0.5% | −1,355,255−38.3% | Reduced | History |
| GMEDGlobus Medical Inc | Stock | 247,200 | $14.6M | 0.5% | +247,200 | New | History |
| UNHUnitedHealth Group Inc | Stock | 49,400 | $15.4M | 0.5% | +49,400 | New | History |
| CSTLCastle Biosciences Inc | COM | 822,735 | $16.8M | 0.6% | +457,488+125.3% | Added | History |
| ORKAOruka Therapeutics, Inc. | COM | 1,524,842 | $17.1M | 0.6% | −47,584−3.0% | Reduced | History |
| RGENRepligen Corp | COM | 144,556 | $18.0M | 0.6% | +62,900+77.0% | Added | History |
| Dexcom Inc252131AK3 | NOTE 0.250%11/1 | – | $18.2M | 0.6% | – | – | – |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 60,781 | $18.4M | 0.6% | +12,091+24.8% | Added | History |
| SIONSionna Therapeutics, Inc. | COM | 1,081,855 | $18.8M | 0.6% | +1,081,855 | New | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,121,034 | $19.4M | 0.7% | −531,300−32.2% | Reduced | History |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 8,353,287 | $20.1M | 0.7% | 00.0% | Unchanged | History |
| Immunocore Hldgs PLC45258DAB1 | NOTE 2.500% 2/0 | – | $23.3M | 0.8% | – | – | – |
| KIDSOrthopediatrics Corp | COM | 1,107,770 | $23.8M | 0.8% | 00.0% | Unchanged | History |
| HROWHarrow, Inc. | COM | 872,246 | $26.6M | 0.9% | −84,593−8.8% | Reduced | History |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 1,102,580 | $30.5M | 1.0% | −860,329−43.8% | Reduced | History |
| DYNDyne Therapeutics, Inc. | COM | 3,273,349 | $31.2M | 1.1% | −347,995−9.6% | Reduced | History |
| PENPenumbra Inc | COM | 129,628 | $33.3M | 1.1% | +19,500+17.7% | Added | History |
| TMDXTransMedics Group, Inc. | COM | 255,048 | $34.2M | 1.2% | −599,836−70.2% | Reduced | History |
| Karyopharm Therapeutics Inc.48576UAD8 | NOTE 6% 5/13/29 | – | $35.5M | 1.2% | – | New | – |
| VKTXViking Therapeutics, Inc. | COM | 1,437,555 | $38.1M | 1.3% | +1,600+0.1% | Added | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 2,578,404 | $38.6M | 1.3% | 00.0% | Unchanged | History |
| ATECAlphatec Holdings, Inc. | COM NEW | 3,635,172 | $40.4M | 1.4% | −624,257−14.7% | Reduced | History |
| GHGuardant Health, Inc. | COM | 837,800 | $43.6M | 1.5% | −489,527−36.9% | Reduced | History |
| ADPTAdaptive Biotechnologies Corp | COM | 3,863,107 | $45.0M | 1.5% | −940,687−19.6% | Reduced | History |
| IRTCiRhythm Holdings, Inc. | COM | 300,029 | $46.2M | 1.6% | −256,362−46.1% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 89,600 | $48.7M | 1.7% | +1,600+1.8% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 135,233 | $54.8M | 1.9% | +7,500+5.9% | Added | History |
| DHRDanaher Corp | Stock | 309,339 | $61.1M | 2.1% | 00.0% | Unchanged | History |
| GKOSGLAUKOS Corp | COM | 603,414 | $62.3M | 2.1% | −21,021−3.4% | Reduced | History |
| APGEApogee Therapeutics, Inc. | COM | 1,478,512 | $64.2M | 2.2% | −61,850−4.0% | Reduced | History |
| INSPInspire Medical Systems, Inc. | COM | 522,410 | $67.8M | 2.3% | +220,000+72.7% | Added | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 5,210,831 | $68.3M | 2.3% | +2,752,023+111.9% | Added | History |
| Ironwood Pharmaceuticals Inc46333XAH1 | NOTE 1.500% 6/1 | – | $78.4M | 2.7% | – | – | – |
| CGONCG Oncology, Inc. | COM | 3,283,317 | $85.4M | 2.9% | 00.0% | Unchanged | History |
| Neogenomics Inc64049MAB6 | NOTE 0.250% 1/1 | – | $87.1M | 3.0% | – | – | – |
| NUVLNuvalent, Inc. | COM | 1,175,876 | $89.7M | 3.1% | +334,931+39.8% | Added | History |
| iRhythm Holdings, Inc.450056AB2 | NOTE 1.500% 9/0 | – | $90.0M | 3.1% | – | – | – |
| LEGNLegend Biotech Corp | SPONSORED ADS | 2,542,104 | $90.2M | 3.1% | −435,847−14.6% | Reduced | History |
| ALGNAlign Technology Inc | COM | 496,730 | $94.0M | 3.2% | −33,800−6.4% | Reduced | History |
| KRYSKrystal Biotech, Inc. | COM | 727,811 | $100.0M | 3.4% | +327,067+81.6% | Added | History |
| Repligen Corp759916AD1 | NOTE 1.000%12/1 | – | $100.5M | 3.4% | – | – | – |
| ARGXArgenx SE | SPONSORED ADR | 194,491 | $107.2M | 3.7% | +33,642+20.9% | Added | History |
| XENEXenon Pharmaceuticals Inc. | COM | 3,605,029 | $112.8M | 3.9% | +895,154+33.0% | Added | History |
| NovoCure Ltd67011XAB9 | NOTE 11/0 | – | $137.8M | 4.7% | – | – | – |
| NBIXNeurocrine Biosciences Inc | Stock | 1,160,425 | $145.9M | 5.0% | −31,500−2.6% | Reduced | History |
| CAICaris Life Sciences, Inc. | COM | 7,316,142 | $195.5M | 6.7% | +7,316,142 | New | History |
| Guardant Health, Inc.40131MAD1 | DEBT 1.250% 2/1 | – | $256.4M | 8.8% | – | – | – |
Sold out since Q1 2025 (16)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| BridgeBio Pharma, Inc.10806XAB8 | NOTE 2.500% 3/1 | – | $72.0M | 2.5% | – |
| BridgeBio Pharma, Inc.10806XAD4 | NOTE 2.250% 2/0 | – | $43.8M | 1.5% | – |
| BPMCBlueprint Medicines Corp | COM | 439,968 | $38.9M | 1.4% | History |
| BCAXBicara Therapeutics Inc. | COM | 2,162,803 | $28.2M | 1.0% | History |
| Dexcom Inc252131AM9 | NOTE 0.375% 5/1 | – | $22.8M | 0.8% | – |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 106,713 | $16.6M | 0.6% | History |
| SRPTSarepta Therapeutics, Inc. | COM | 234,500 | $15.0M | 0.5% | History |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 6,622,584 | $9.74M | 0.3% | History |
| CGEMCullinan Therapeutics, Inc. | COM | 980,773 | $7.42M | 0.3% | History |
| DNTHDianthus Therapeutics, Inc. | COM | 375,355 | $6.81M | 0.2% | History |
| MTSRMetsera, Inc. | COM | 175,000 | $4.76M | 0.2% | History |
| AARDAardvark Therapeutics, Inc. | COM | 500,000 | $3.75M | 0.1% | History |
| JBIOJade Biosciences, Inc. | COM | 1,440,499 | $3.62M | 0.1% | History |
| BBNXBeta Bionics, Inc. | COM | 140,000 | $1.71M | 0.1% | History |
| SKYESkye Bioscience, Inc. | COM NEW | 825,732 | $1.31M | <0.1% | History |
| TRVITrevi Therapeutics, Inc. | COM | 72,083 | $453.4K | <0.1% | History |