Skip to main content
Livermore
Livermore
ZHEN

Braidwell LP

SEC CIK
0001920938
Latest filing
Aug 14, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
88
+15 vs. Q4 2025
Portfolio value
$3.00B
−$129.3M (−4.1%) vs. Q4 2025
Filed
May 15, 2026
SEC
Holdings of Braidwell LP in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
CAICaris Life Sciences, Inc.COM8,009,447$143.2M4.8%+193,305+2.5%AddedHistory
Guardant Health, Inc.40131MAD1DEBT 1.250% 2/1–$102.6M3.4%–––
Repligen Corp759916AD1NOTE 1.000%12/1–$98.7M3.3%–––
Neogenomics Inc64049MAB6NOTE 0.250% 1/1–$91.8M3.1%–––
NBIXNeurocrine Biosciences IncStock652,121$85.9M2.9%−99,413−13.2%ReducedHistory
GKOSGLAUKOS CorpCOM763,505$82.2M2.7%−158,474−17.2%ReducedHistory
CNTACentessa Pharmaceuticals plcSPONSORED ADS1,986,768$78.9M2.6%−201,552−9.2%ReducedHistory
XENEXenon Pharmaceuticals Inc.COM1,338,452$77.8M2.6%−486,624−26.7%ReducedHistory
DNTHDianthus Therapeutics, Inc.COM899,364$75.5M2.5%−374,571−29.4%ReducedHistory
EWTXEdgewise Therapeutics, Inc.COM2,347,583$73.9M2.5%−2,863,248−54.9%ReducedHistory
IRTCiRhythm Holdings, Inc.COM610,192$72.0M2.4%+392,847+180.7%AddedHistory
NUVLNuvalent, Inc.COM700,429$71.8M2.4%−120,977−14.7%ReducedHistory
KODKodiak Sciences Inc.COM1,818,665$69.3M2.3%−254,123−12.3%ReducedHistory
CGONCG Oncology, Inc.COM984,783$66.7M2.2%−885,788−47.4%ReducedHistory
Alphatec Hldgs Inc02081GAD4NOTE 0.750% 3/1–$63.4M2.1%–New–
ARGXArgenx SESPONSORED ADR84,939$62.0M2.1%+53,932+173.9%AddedHistory
HNGEHinge Health, Inc.CL A1,455,123$56.1M1.9%+150,500+11.5%AddedHistory
ACADAcadia Pharmaceuticals IncCOM2,471,199$55.0M1.8%+439,178+21.6%AddedHistory
GLUEMonte Rosa Therapeutics, Inc.COM3,206,574$52.7M1.8%+2,258,258+238.1%AddedHistory
KRYSKrystal Biotech, Inc.COM182,425$47.1M1.6%−19,676−9.7%ReducedHistory
SYRESpyre Therapeutics, Inc.COM NEW932,823$47.1M1.6%−701,792−42.9%ReducedHistory
GHGuardant Health, Inc.COM499,712$46.2M1.5%+499,712NewHistory
TMOThermo Fisher Scientific Inc.Stock92,915$45.7M1.5%+12,190+15.1%AddedHistory
GENBGenerate Biomedicines, Inc.COM SHS3,592,999$44.9M1.5%+3,592,999NewHistory
MBXMBX Biosciences, Inc.COM1,492,467$44.6M1.5%+473,867+46.5%AddedHistory
BTSGBrightSpring Health Services, Inc.COM1,016,562$43.3M1.4%−179,224−15.0%ReducedHistory
CLDXCelldex Therapeutics, Inc.COM NEW1,356,082$43.0M1.4%−502,027−27.0%ReducedHistory
NEONeogenomics IncCOM NEW5,617,402$41.7M1.4%+984,601+21.3%AddedHistory
APGEApogee Therapeutics, Inc.COM478,667$40.3M1.3%−96,400−16.8%ReducedHistory
DRUGBright Minds Biosciences Inc.COM NEW539,708$39.4M1.3%+215,350+66.4%AddedHistory
CDNACareDx, Inc.COM2,173,146$37.7M1.3%+587,926+37.1%AddedHistory
ISRGIntuitive Surgical IncCOM NEW77,297$35.6M1.2%−6,120−7.3%ReducedHistory
INSPInspire Medical Systems, Inc.COM677,570$34.9M1.2%+136,680+25.3%AddedHistory
PENPenumbra IncCOM105,352$34.6M1.2%−4,800−4.4%ReducedHistory
TMDXTransMedics Group, Inc.COM329,391$32.7M1.1%+14,050+4.5%AddedHistory
SLNOSoleno Therapeutics IncCOM959,259$32.1M1.1%−228,600−19.2%ReducedHistory
DYNDyne Therapeutics, Inc.COM1,681,998$30.5M1.0%+203,669+13.8%AddedHistory
MRVIMaravai Lifesciences Holdings, Inc.COM CL A10,240,164$29.0M1.0%+1,886,877+22.6%AddedHistory
ILMNIllumina, Inc.COM229,215$28.3M0.9%−40,458−15.0%ReducedHistory
KYMRKymera Therapeutics, Inc.COM337,559$28.1M0.9%−116,700−25.7%ReducedHistory
BMRNBiomarin Pharmaceutical IncCOM497,020$28.1M0.9%−104,500−17.4%ReducedHistory
NRIXNurix Therapeutics, Inc.COM1,750,766$27.1M0.9%−433,098−19.8%ReducedHistory
RYTMRhythm Pharmaceuticals, Inc.COM310,628$27.0M0.9%+310,628NewHistory
DHRDanaher CorpStock139,327$26.4M0.9%+21,100+17.8%AddedHistory
ESTAEstablishment Labs Holdings Inc.COM463,600$26.3M0.9%+463,600NewHistory
TECXTectonic Therapeutic, Inc.COM847,151$26.2M0.9%−80,373−8.7%ReducedHistory
NTRANatera, Inc.COM129,000$25.8M0.9%+17,500+15.7%AddedHistory
CRVSCorvus Pharmaceuticals, Inc.COM1,752,798$25.6M0.9%+1,752,798NewHistory
FULCFulcrum Therapeutics, Inc.COM3,134,922$24.0M0.8%+73,700+2.4%AddedHistory
ZURAZura Bio LtdCLASS A ORD SHS3,988,989$23.7M0.8%+808,600+25.4%AddedHistory
ATECAlphatec Holdings, Inc.COM NEW2,172,725$23.6M0.8%+2,172,725NewHistory
DMRADamora Therapeutics, Inc.COM NEW894,846$23.2M0.8%+894,846NewHistory
BSXBoston Scientific CorpStock346,467$21.7M0.7%+346,467NewHistory
VERAVera Therapeutics, Inc.CL A523,824$21.1M0.7%−260,918−33.2%ReducedHistory
BIOABioAge Labs, Inc.COM1,200,587$21.0M0.7%+1,200,587NewHistory
CVSCVS Health CorpStock290,700$20.9M0.7%−273,500−48.5%ReducedHistory
TARSTarsus Pharmaceuticals, Inc.COM265,715$18.6M0.6%+265,715NewHistory
ELVElevance Health, Inc.Stock62,080$18.2M0.6%+62,080NewHistory
KIDSOrthopediatrics CorpCOM1,100,370$17.5M0.6%00.0%UnchangedHistory
ENGNenGene Therapeutics Inc.COM2,456,870$16.7M0.6%−674,449−21.5%ReducedHistory
NKTRNektar TherapeuticsCOM NEW222,701$16.0M0.5%+222,701NewHistory
ACHCAcadia Healthcare Company, Inc.COM645,900$15.1M0.5%+645,900NewHistory
ORICOric Pharmaceuticals, Inc.COM1,128,040$14.3M0.5%+1,128,040NewHistory
AVAHAveanna Healthcare Holdings, Inc.COM2,203,506$14.2M0.5%+2,203,506NewHistory
XFORX4 Pharmaceuticals, IncCOM NEW3,272,954$13.5M0.5%−95,950−2.8%ReducedHistory
Zenas BioPharma, Inc.98937LAA3NOTE 2.500% 4/0–$13.5M0.4%–New–
KNSAKiniksa Pharmaceuticals International, plcORD SHS CL A272,522$13.1M0.4%−41,301−13.2%ReducedHistory
EOLSEvolus, Inc.COM3,105,209$12.8M0.4%00.0%UnchangedHistory
TGTXTG Therapeutics, Inc.COM358,800$11.9M0.4%+358,800NewHistory
SRZNSurrozen, Inc.COM NEW396,100$11.5M0.4%−73,900−15.7%ReducedHistory
CNCCentene CorpStock330,000$10.8M0.4%+330,000NewHistory
CLYMClimb Bio, Inc.COM1,529,675$10.5M0.3%+1,529,675NewHistory
CMPXCompass Therapeutics, Inc.COM1,965,106$10.4M0.3%−821,672−29.5%ReducedHistory
IONSIonis Pharmaceuticals IncCOM130,862$9.83M0.3%+130,862NewHistory
HLXCHelix Acquisition Corp. IIIUSD CL A ORD SHS900,000$9.27M0.3%+900,000NewHistory
VORVor Biopharma Inc.COM NEW466,774$8.33M0.3%+466,774NewHistory
RVMDRevolution Medicines, Inc.COM84,900$8.26M0.3%+84,900NewHistory
GRALGRAIL, Inc.COM142,755$7.38M0.2%00.0%UnchangedHistory
ACRSAclaris Therapeutics, Inc.COM1,699,116$6.37M0.2%+1,699,116NewHistory
DNLIDenali Therapeutics Inc.COM296,324$5.69M0.2%+296,324NewHistory
RGENRepligen CorpCOM47,500$5.60M0.2%−34,290−41.9%ReducedHistory
HROWHarrow, Inc.COM156,419$5.52M0.2%−138,872−47.0%ReducedHistory
RVTYRevvity, Inc.COM48,400$4.24M0.1%+48,400NewHistory
CELCCelcuity Inc.COM29,198$3.33M0.1%+29,198NewHistory
PRAXPraxis Precision Medicines, Inc.COM NEW9,976$3.21M0.1%+9,976NewHistory
Arrowhead Pharmaceuticals IN04280AAC4NOTE 1/1–$2.33M0.1%–New–
LUNGPulmonx CorpCOM752,541$970.8K<0.1%00.0%UnchangedHistory
YARWYarrow Bioscience, Inc.COM916,077$547.4K<0.1%+916,077NewHistory

Sold out since Q4 2025 (16)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Braidwell LP sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
iRhythm Holdings, Inc.450056AB2NOTE 1.500% 9/0–$72.8M2.3%–
ALGNAlign Technology IncCOM381,004$59.5M1.9%History
Ironwood Pharmaceuticals Inc46333XAH1NOTE 1.500% 6/1–$50.5M1.6%–
RAPTRAPT Therapeutics, Inc.COM NEW929,694$31.5M1.0%History
LEGNLegend Biotech CorpSPONSORED ADS1,298,142$28.2M0.9%History
TERNTerns Pharmaceuticals, Inc.COM575,321$23.2M0.7%History
BIIBBiogen Inc.COM115,700$20.4M0.7%History
VTYXVentyx Biosciences, Inc.COM1,920,255$17.3M0.6%History
ICLRIcon PLCCOM73,370$13.4M0.4%History
RLMDRelmada Therapeutics, Inc.COM1,582,257$7.64M0.2%History
XNCRXencor IncCOM459,166$7.03M0.2%History
CSTLCastle Biosciences IncCOM177,183$6.89M0.2%History
ADPTAdaptive Biotechnologies CorpCOM311,991$5.07M0.2%History
BLLNBillionToOne, Inc.CL A50,000$4.09M0.1%History
ORKAOruka Therapeutics, Inc.COM84,795$2.57M0.1%History
KPTIKaryopharm Therapeutics Inc.COM NEW303,370$2.23M0.1%History