Braidwell LP
- SEC CIK
- 0001920938
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 73
- +18 vs. Q2 2025
- Portfolio value
- $3.37B
- +$446.4M (+15.3%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LUNGPulmonx Corp | COM | 752,541 | $1.22M | <0.1% | 00.0% | Unchanged | History |
| HTFLHeartflow, Inc. | COM | 50,000 | $1.68M | <0.1% | +50,000 | New | History |
| SRZNSurrozen, Inc. | COM NEW | 140,000 | $1.80M | 0.1% | 00.0% | Unchanged | History |
| FULCFulcrum Therapeutics, Inc. | COM | 219,488 | $2.02M | 0.1% | +219,488 | New | History |
| Immunocore Hldgs PLC45258DAB1 | NOTE 2.500% 2/0 | – | $6.19M | 0.2% | – | – | – |
| RPRXRoyalty Pharma plc | SHS CLASS A | 182,068 | $6.42M | 0.2% | +182,068 | New | History |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 612,841 | $8.33M | 0.2% | +612,841 | New | History |
| SIONSionna Therapeutics, Inc. | COM | 314,013 | $9.24M | 0.3% | −767,842−71.0% | Reduced | History |
| ZURAZura Bio Ltd | CLASS A ORD SHS | 2,472,806 | $10.7M | 0.3% | 00.0% | Unchanged | History |
| ADPTAdaptive Biotechnologies Corp | COM | 736,014 | $11.0M | 0.3% | −3,127,093−80.9% | Reduced | History |
| REPLReplimune Group, Inc. | COM | 2,750,092 | $11.5M | 0.3% | +2,327,205+550.3% | Added | History |
| TECXTectonic Therapeutic, Inc. | COM | 736,867 | $11.6M | 0.3% | +736,867 | New | History |
| Dexcom Inc252131AK3 | NOTE 0.250%11/1 | – | $13.4M | 0.4% | – | – | – |
| NEONeogenomics Inc | COM NEW | 1,771,146 | $13.7M | 0.4% | +1,771,146 | New | History |
| VERAVera Therapeutics, Inc. | CL A | 472,739 | $13.7M | 0.4% | +472,739 | New | History |
| EHCEncompass Health Corp | COM | 113,335 | $14.4M | 0.4% | +113,335 | New | History |
| Avidity Biosciences, Inc.05370A108 | COM | 331,907 | $14.5M | 0.4% | +331,907 | New | – |
| XNCRXencor Inc | COM | 1,246,280 | $14.6M | 0.4% | −409,410−24.7% | Reduced | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 591,689 | $15.3M | 0.5% | +591,689 | New | History |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 2,181,598 | $15.4M | 0.5% | 00.0% | Unchanged | History |
| ENGNenGene Therapeutics Inc. | COM | 2,266,319 | $15.5M | 0.5% | +2,266,319 | New | History |
| KYMRKymera Therapeutics, Inc. | COM | 276,692 | $15.7M | 0.5% | +276,692 | New | History |
| SRPTSarepta Therapeutics, Inc. | COM | 832,100 | $16.0M | 0.5% | +832,100 | New | History |
| HROWHarrow, Inc. | COM | 342,391 | $16.5M | 0.5% | −529,855−60.7% | Reduced | History |
| RAREUltragenyx Pharmaceutical Inc. | COM | 588,700 | $17.7M | 0.5% | +588,700 | New | History |
| DRUGBright Minds Biosciences Inc. | COM NEW | 303,685 | $18.4M | 0.5% | +303,685 | New | History |
| CSTLCastle Biosciences Inc | COM | 822,735 | $18.7M | 0.6% | 00.0% | Unchanged | History |
| VKTXViking Therapeutics, Inc. | COM | 759,455 | $20.0M | 0.6% | −678,100−47.2% | Reduced | History |
| KIDSOrthopediatrics Corp | COM | 1,107,770 | $20.5M | 0.6% | 00.0% | Unchanged | History |
| ATECAlphatec Holdings, Inc. | COM NEW | 1,514,604 | $22.0M | 0.7% | −2,120,568−58.3% | Reduced | History |
| AKROAkero Therapeutics, Inc. | COM | 475,400 | $22.6M | 0.7% | +475,400 | New | History |
| EXASExact Sciences Corp | COM | 414,600 | $22.7M | 0.7% | +414,600 | New | History |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 8,353,287 | $24.0M | 0.7% | 00.0% | Unchanged | History |
| THCTenet Healthcare Corp | COM NEW | 121,700 | $24.7M | 0.7% | +121,700 | New | History |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 643,180 | $25.0M | 0.7% | −459,400−41.7% | Reduced | History |
| RGENRepligen Corp | COM | 195,656 | $26.2M | 0.8% | +51,100+35.3% | Added | History |
| ORKAOruka Therapeutics, Inc. | COM | 1,382,350 | $26.6M | 0.8% | −142,492−9.3% | Reduced | History |
| GMEDGlobus Medical Inc | Stock | 498,000 | $28.5M | 0.8% | +250,800+101.5% | Added | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 528,000 | $28.6M | 0.8% | +528,000 | New | History |
| CDNACareDx, Inc. | COM | 2,182,781 | $31.7M | 0.9% | +2,182,781 | New | History |
| DNTHDianthus Therapeutics, Inc. | COM | 835,057 | $32.9M | 1.0% | +835,057 | New | History |
| CVSCVS Health Corp | Stock | 438,600 | $33.1M | 1.0% | +438,600 | New | History |
| DYNDyne Therapeutics, Inc. | COM | 2,730,481 | $34.5M | 1.0% | −542,868−16.6% | Reduced | History |
| Karyopharm Therapeutics Inc.48576UAD8 | NOTE 6% 5/13/29 | – | $35.0M | 1.0% | – | – | – |
| PENPenumbra Inc | COM | 141,528 | $35.9M | 1.1% | +11,900+9.2% | Added | History |
| IRTCiRhythm Holdings, Inc. | COM | 225,845 | $38.8M | 1.2% | −74,184−24.7% | Reduced | History |
| TMDXTransMedics Group, Inc. | COM | 351,248 | $39.4M | 1.2% | +96,200+37.7% | Added | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 2,578,404 | $43.2M | 1.3% | 00.0% | Unchanged | History |
| HNGEHinge Health, Inc. | CL A | 910,476 | $44.7M | 1.3% | +910,476 | New | History |
| ACADAcadia Pharmaceuticals Inc | COM | 2,378,655 | $50.8M | 1.5% | +2,378,655 | New | History |
| ALGNAlign Technology Inc | COM | 409,691 | $51.3M | 1.5% | −87,039−17.5% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 113,933 | $55.3M | 1.6% | −21,300−15.8% | Reduced | History |
| ARGXArgenx SE | SPONSORED ADR | 76,091 | $56.1M | 1.7% | −118,400−60.9% | Reduced | History |
| APGEApogee Therapeutics, Inc. | COM | 1,438,745 | $57.2M | 1.7% | −39,767−2.7% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 130,227 | $58.2M | 1.7% | +40,627+45.3% | Added | History |
| LEGNLegend Biotech Corp | SPONSORED ADS | 1,826,155 | $59.6M | 1.8% | −715,949−28.2% | Reduced | History |
| DHRDanaher Corp | Stock | 309,339 | $61.3M | 1.8% | 00.0% | Unchanged | History |
| GKOSGLAUKOS Corp | COM | 780,164 | $63.6M | 1.9% | +176,750+29.3% | Added | History |
| INSPInspire Medical Systems, Inc. | COM | 883,747 | $65.6M | 1.9% | +361,337+69.2% | Added | History |
| Ironwood Pharmaceuticals Inc46333XAH1 | NOTE 1.500% 6/1 | – | $72.9M | 2.2% | – | – | – |
| EWTXEdgewise Therapeutics, Inc. | COM | 5,210,831 | $84.5M | 2.5% | 00.0% | Unchanged | History |
| iRhythm Holdings, Inc.450056AB2 | NOTE 1.500% 9/0 | – | $85.4M | 2.5% | – | – | – |
| SLNOSoleno Therapeutics Inc | COM | 1,281,989 | $86.7M | 2.6% | +1,281,989 | New | History |
| Neogenomics Inc64049MAB6 | NOTE 0.250% 1/1 | – | $86.8M | 2.6% | – | – | – |
| NUVLNuvalent, Inc. | COM | 1,012,982 | $87.6M | 2.6% | −162,894−13.9% | Reduced | History |
| KRYSKrystal Biotech, Inc. | COM | 520,401 | $91.9M | 2.7% | −207,410−28.5% | Reduced | History |
| Repligen Corp759916AD1 | NOTE 1.000%12/1 | – | $101.8M | 3.0% | – | – | – |
| NBIXNeurocrine Biosciences Inc | Stock | 880,282 | $123.6M | 3.7% | −280,143−24.1% | Reduced | History |
| CGONCG Oncology, Inc. | COM | 3,283,317 | $132.3M | 3.9% | 00.0% | Unchanged | History |
| XENEXenon Pharmaceuticals Inc. | COM | 3,605,029 | $144.7M | 4.3% | 00.0% | Unchanged | History |
| NovoCure Ltd67011XAB9 | NOTE 11/0 | – | $210.0M | 6.2% | – | – | – |
| CAICaris Life Sciences, Inc. | COM | 7,316,142 | $221.3M | 6.6% | 00.0% | Unchanged | History |
| Guardant Health, Inc.40131MAD1 | DEBT 1.250% 2/1 | – | $286.3M | 8.5% | – | – | – |
Sold out since Q2 2025 (7)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| GHGuardant Health, Inc. | COM | 837,800 | $43.6M | 1.5% | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,121,034 | $19.4M | 0.7% | History |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 60,781 | $18.4M | 0.6% | History |
| UNHUnitedHealth Group Inc | Stock | 49,400 | $15.4M | 0.5% | History |
| CELCCelcuity Inc. | COM | 884,306 | $11.8M | 0.4% | History |
| Alphatec Hldgs Inc02081GAB8 | NOTE 0.750% 8/0 | – | $5.77M | 0.2% | – |
| CBIOCrescent Biopharma, Inc. | COM | 261,504 | $4.22M | 0.1% | History |