Braidwell LP
- SEC CIK
- 0001920938
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 73
- 0 vs. Q3 2025
- Portfolio value
- $3.13B
- −$243.3M (−7.2%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LUNGPulmonx Corp | COM | 752,541 | $1.66M | 0.1% | 00.0% | Unchanged | History |
| KPTIKaryopharm Therapeutics Inc. | COM NEW | 303,370 | $2.23M | 0.1% | +303,370 | New | History |
| ORKAOruka Therapeutics, Inc. | COM | 84,795 | $2.57M | 0.1% | −1,297,555−93.9% | Reduced | History |
| BLLNBillionToOne, Inc. | CL A | 50,000 | $4.09M | 0.1% | +50,000 | New | History |
| ADPTAdaptive Biotechnologies Corp | COM | 311,991 | $5.07M | 0.2% | −424,023−57.6% | Reduced | History |
| CSTLCastle Biosciences Inc | COM | 177,183 | $6.89M | 0.2% | −645,552−78.5% | Reduced | History |
| XNCRXencor Inc | COM | 459,166 | $7.03M | 0.2% | −787,114−63.2% | Reduced | History |
| RLMDRelmada Therapeutics, Inc. | COM | 1,582,257 | $7.64M | 0.2% | +1,582,257 | New | History |
| SRZNSurrozen, Inc. | COM NEW | 470,000 | $10.6M | 0.3% | +330,000+235.7% | Added | History |
| GRALGRAIL, Inc. | COM | 142,755 | $12.2M | 0.4% | +142,755 | New | History |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 313,823 | $12.9M | 0.4% | −329,357−51.2% | Reduced | History |
| ICLRIcon PLC | COM | 73,370 | $13.4M | 0.4% | +73,370 | New | History |
| RGENRepligen Corp | COM | 81,790 | $13.4M | 0.4% | −113,866−58.2% | Reduced | History |
| XFORX4 Pharmaceuticals, Inc | COM NEW | 3,368,904 | $13.5M | 0.4% | +3,368,904 | New | History |
| HROWHarrow, Inc. | COM | 295,291 | $14.5M | 0.5% | −47,100−13.8% | Reduced | History |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 948,316 | $14.9M | 0.5% | +948,316 | New | History |
| CMPXCompass Therapeutics, Inc. | COM | 2,786,778 | $15.0M | 0.5% | +2,786,778 | New | History |
| ZURAZura Bio Ltd | CLASS A ORD SHS | 3,180,389 | $16.7M | 0.5% | +707,583+28.6% | Added | History |
| VTYXVentyx Biosciences, Inc. | COM | 1,920,255 | $17.3M | 0.6% | +1,920,255 | New | History |
| TECXTectonic Therapeutic, Inc. | COM | 927,524 | $19.3M | 0.6% | +190,657+25.9% | Added | History |
| KIDSOrthopediatrics Corp | COM | 1,100,370 | $19.5M | 0.6% | −7,400−0.7% | Reduced | History |
| BIIBBiogen Inc. | COM | 115,700 | $20.4M | 0.7% | +115,700 | New | History |
| EOLSEvolus, Inc. | COM | 3,105,209 | $20.6M | 0.7% | +3,105,209 | New | History |
| TERNTerns Pharmaceuticals, Inc. | COM | 575,321 | $23.2M | 0.7% | +575,321 | New | History |
| DRUGBright Minds Biosciences Inc. | COM NEW | 324,358 | $25.3M | 0.8% | +20,673+6.8% | Added | History |
| NTRANatera, Inc. | COM | 111,500 | $25.5M | 0.8% | +111,500 | New | History |
| ARGXArgenx SE | SPONSORED ADR | 31,007 | $26.1M | 0.8% | −45,084−59.3% | Reduced | History |
| DHRDanaher Corp | Stock | 118,227 | $27.1M | 0.9% | −191,112−61.8% | Reduced | History |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 8,353,287 | $27.1M | 0.9% | 00.0% | Unchanged | History |
| LEGNLegend Biotech Corp | SPONSORED ADS | 1,298,142 | $28.2M | 0.9% | −528,013−28.9% | Reduced | History |
| ENGNenGene Therapeutics Inc. | COM | 3,131,319 | $28.3M | 0.9% | +865,000+38.2% | Added | History |
| DYNDyne Therapeutics, Inc. | COM | 1,478,329 | $28.9M | 0.9% | −1,252,152−45.9% | Reduced | History |
| CDNACareDx, Inc. | COM | 1,585,220 | $29.9M | 1.0% | −597,561−27.4% | Reduced | History |
| RAPTRAPT Therapeutics, Inc. | COM NEW | 929,694 | $31.5M | 1.0% | +929,694 | New | History |
| MBXMBX Biosciences, Inc. | COM | 1,018,600 | $32.1M | 1.0% | +1,018,600 | New | History |
| PENPenumbra Inc | COM | 110,152 | $34.2M | 1.1% | −31,376−22.2% | Reduced | History |
| FULCFulcrum Therapeutics, Inc. | COM | 3,061,222 | $34.6M | 1.1% | +2,841,734+1,294.7% | Added | History |
| KYMRKymera Therapeutics, Inc. | COM | 454,259 | $35.3M | 1.1% | +177,567+64.2% | Added | History |
| ILMNIllumina, Inc. | COM | 269,673 | $35.4M | 1.1% | +269,673 | New | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 601,520 | $35.7M | 1.1% | +73,520+13.9% | Added | History |
| TMDXTransMedics Group, Inc. | COM | 315,341 | $38.4M | 1.2% | −35,907−10.2% | Reduced | History |
| IRTCiRhythm Holdings, Inc. | COM | 217,345 | $38.6M | 1.2% | −8,500−3.8% | Reduced | History |
| VERAVera Therapeutics, Inc. | CL A | 784,742 | $39.7M | 1.3% | +312,003+66.0% | Added | History |
| NRIXNurix Therapeutics, Inc. | COM | 2,183,864 | $41.4M | 1.3% | +2,183,864 | New | History |
| APGEApogee Therapeutics, Inc. | COM | 575,067 | $43.4M | 1.4% | −863,678−60.0% | Reduced | History |
| CVSCVS Health Corp | Stock | 564,200 | $44.8M | 1.4% | +125,600+28.6% | Added | History |
| BTSGBrightSpring Health Services, Inc. | COM | 1,195,786 | $44.8M | 1.4% | +1,195,786 | New | History |
| TMOThermo Fisher Scientific Inc. | Stock | 80,725 | $46.8M | 1.5% | −33,208−29.1% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 83,417 | $47.2M | 1.5% | −46,810−35.9% | Reduced | History |
| KRYSKrystal Biotech, Inc. | COM | 202,101 | $49.8M | 1.6% | −318,300−61.2% | Reduced | History |
| INSPInspire Medical Systems, Inc. | COM | 540,890 | $49.9M | 1.6% | −342,857−38.8% | Reduced | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 1,858,109 | $50.5M | 1.6% | +1,266,420+214.0% | Added | History |
| Ironwood Pharmaceuticals Inc46333XAH1 | NOTE 1.500% 6/1 | – | $50.5M | 1.6% | – | – | – |
| DNTHDianthus Therapeutics, Inc. | COM | 1,273,935 | $52.5M | 1.7% | +438,878+52.6% | Added | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 1,634,615 | $53.5M | 1.7% | −943,789−36.6% | Reduced | History |
| ACADAcadia Pharmaceuticals Inc | COM | 2,032,021 | $54.3M | 1.7% | −346,634−14.6% | Reduced | History |
| NEONeogenomics Inc | COM NEW | 4,632,801 | $54.5M | 1.7% | +2,861,655+161.6% | Added | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 2,188,320 | $54.7M | 1.8% | +2,188,320 | New | History |
| SLNOSoleno Therapeutics Inc | COM | 1,187,859 | $55.0M | 1.8% | −94,130−7.3% | Reduced | History |
| KODKodiak Sciences Inc. | COM | 2,072,788 | $58.0M | 1.9% | +2,072,788 | New | History |
| ALGNAlign Technology Inc | COM | 381,004 | $59.5M | 1.9% | −28,687−7.0% | Reduced | History |
| HNGEHinge Health, Inc. | CL A | 1,304,623 | $60.6M | 1.9% | +394,147+43.3% | Added | History |
| iRhythm Holdings, Inc.450056AB2 | NOTE 1.500% 9/0 | – | $72.8M | 2.3% | – | – | – |
| CGONCG Oncology, Inc. | COM | 1,870,571 | $77.7M | 2.5% | −1,412,746−43.0% | Reduced | History |
| XENEXenon Pharmaceuticals Inc. | COM | 1,825,076 | $81.8M | 2.6% | −1,779,953−49.4% | Reduced | History |
| NUVLNuvalent, Inc. | COM | 821,406 | $82.6M | 2.6% | −191,576−18.9% | Reduced | History |
| Neogenomics Inc64049MAB6 | NOTE 0.250% 1/1 | – | $89.7M | 2.9% | – | – | – |
| GKOSGLAUKOS Corp | COM | 921,979 | $104.1M | 3.3% | +141,815+18.2% | Added | History |
| NBIXNeurocrine Biosciences Inc | Stock | 751,534 | $106.6M | 3.4% | −128,748−14.6% | Reduced | History |
| Repligen Corp759916AD1 | NOTE 1.000%12/1 | – | $110.8M | 3.5% | – | – | – |
| EWTXEdgewise Therapeutics, Inc. | COM | 5,210,831 | $129.3M | 4.1% | 00.0% | Unchanged | History |
| Guardant Health, Inc.40131MAD1 | DEBT 1.250% 2/1 | – | $192.3M | 6.2% | – | – | – |
| CAICaris Life Sciences, Inc. | COM | 7,816,142 | $210.9M | 6.7% | +500,000+6.8% | Added | History |
Sold out since Q3 2025 (20)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| NovoCure Ltd67011XAB9 | NOTE 11/0 | – | $210.0M | 6.2% | – |
| Karyopharm Therapeutics Inc.48576UAD8 | NOTE 6% 5/13/29 | – | $35.0M | 1.0% | – |
| GMEDGlobus Medical Inc | Stock | 498,000 | $28.5M | 0.8% | History |
| THCTenet Healthcare Corp | COM NEW | 121,700 | $24.7M | 0.7% | History |
| EXASExact Sciences Corp | COM | 414,600 | $22.7M | 0.7% | History |
| AKROAkero Therapeutics, Inc. | COM | 475,400 | $22.6M | 0.7% | History |
| ATECAlphatec Holdings, Inc. | COM NEW | 1,514,604 | $22.0M | 0.7% | History |
| VKTXViking Therapeutics, Inc. | COM | 759,455 | $20.0M | 0.6% | History |
| RAREUltragenyx Pharmaceutical Inc. | COM | 588,700 | $17.7M | 0.5% | History |
| SRPTSarepta Therapeutics, Inc. | COM | 832,100 | $16.0M | 0.5% | History |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 2,181,598 | $15.4M | 0.5% | History |
| Avidity Biosciences, Inc.05370A108 | COM | 331,907 | $14.5M | 0.4% | – |
| EHCEncompass Health Corp | COM | 113,335 | $14.4M | 0.4% | History |
| Dexcom Inc252131AK3 | NOTE 0.250%11/1 | – | $13.4M | 0.4% | – |
| REPLReplimune Group, Inc. | COM | 2,750,092 | $11.5M | 0.3% | History |
| SIONSionna Therapeutics, Inc. | COM | 314,013 | $9.24M | 0.3% | History |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 612,841 | $8.33M | 0.2% | History |
| RPRXRoyalty Pharma plc | SHS CLASS A | 182,068 | $6.42M | 0.2% | History |
| Immunocore Hldgs PLC45258DAB1 | NOTE 2.500% 2/0 | – | $6.19M | 0.2% | – |
| HTFLHeartflow, Inc. | COM | 50,000 | $1.68M | <0.1% | History |