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

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