Braidwell LP
- SEC CIK
- 0001920938
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 86
- −2 vs. Q1 2026
- Portfolio value
- $2.70B
- −$294.3M (−9.8%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KRSAKorsana Biosciences, Inc. | Stock | 156,890 | $531.9K | <0.1% | +156,890 | New | History |
| YARWYarrow Bioscience, Inc. | COM | 916,077 | $596.1K | <0.1% | 00.0% | Unchanged | History |
| LUNGPulmonx Corp | COM | 752,541 | $978.3K | <0.1% | 00.0% | Unchanged | History |
| JATTJATT II Acquisition Corp. | ORD SHS | 250,000 | $2.84M | 0.1% | +250,000 | New | History |
| RACCResearch Alliance Corp III | ORD SHS CL A | 400,000 | $4.28M | 0.2% | +400,000 | New | History |
| WATWaters Corp | COM | 14,040 | $5.27M | 0.2% | +14,040 | New | History |
| GHRSGH Research PLC | ORDINARY SHARES | 207,240 | $5.57M | 0.2% | +207,240 | New | History |
| COAGHemab Therapeutics Holdings, Inc. | COM SHS | 160,000 | $5.88M | 0.2% | +160,000 | New | History |
| AMANAmanat Acquisition Corp. | CL A ORD | 700,000 | $7.11M | 0.3% | +700,000 | New | History |
| KARDKardigan, Inc. | COM | 300,000 | $7.16M | 0.3% | +300,000 | New | History |
| TENXTenax Therapeutics, Inc. | COM NEW | 584,412 | $8.50M | 0.3% | +584,412 | New | History |
| ANLAdlai Nortye Group Ltd. | ADS | 795,214 | $9.14M | 0.3% | +795,214 | New | History |
| DGXQuest Diagnostics Inc | COM | 43,200 | $9.16M | 0.3% | +43,200 | New | History |
| IONSIonis Pharmaceuticals Inc | COM | 116,762 | $9.26M | 0.3% | −14,100−10.8% | Reduced | History |
| HLXCHelix Acquisition Corp. III | USD CL A ORD SHS | 900,000 | $9.54M | 0.4% | 00.0% | Unchanged | History |
| IMUXImmunic, Inc. | COM NEW | 645,010 | $9.91M | 0.4% | +645,010 | New | History |
| SRZNSurrozen, Inc. | COM NEW | 390,753 | $10.1M | 0.4% | −5,347−1.3% | Reduced | History |
| VORVor Biopharma Inc. | COM NEW | 573,104 | $10.6M | 0.4% | +106,330+22.8% | Added | History |
| SPTXSeaport Therapeutics, Inc. | COMMON STOCK | 500,000 | $10.9M | 0.4% | +500,000 | New | History |
| ACRSAclaris Therapeutics, Inc. | COM | 2,142,348 | $11.3M | 0.4% | +443,232+26.1% | Added | History |
| OCSOculis Holding AG | ORDINARY SHARES | 834,183 | $11.6M | 0.4% | +834,183 | New | History |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 183,822 | $11.8M | 0.4% | −88,700−32.5% | Reduced | History |
| ORICOric Pharmaceuticals, Inc. | COM | 1,214,540 | $13.2M | 0.5% | +86,500+7.7% | Added | History |
| XFORX4 Pharmaceuticals, Inc | COM NEW | 2,922,754 | $13.6M | 0.5% | −350,200−10.7% | Reduced | History |
| QUREuniQure N.V. | SHS | 301,652 | $13.9M | 0.5% | +301,652 | New | History |
| MNKDMannkind Corp | COM NEW | 3,458,429 | $14.7M | 0.5% | +3,458,429 | New | History |
| OVIDOvid Therapeutics Inc. | COM | 5,919,464 | $15.9M | 0.6% | +5,919,464 | New | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 436,646 | $16.2M | 0.6% | −919,436−67.8% | Reduced | History |
| ARGXArgenx SE | SPONSORED ADR | 17,707 | $16.4M | 0.6% | −67,232−79.2% | Reduced | History |
| Repligen Corp759916AD1 | NOTE 1.000%12/1 | – | $16.4M | 0.6% | – | – | – |
| IMCRImmunocore Holdings plc | ADS | 521,327 | $16.6M | 0.6% | +521,327 | New | History |
| Neogenomics Inc64049MAB6 | NOTE 0.250% 1/1 | – | $16.9M | 0.6% | – | – | – |
| DYNDyne Therapeutics, Inc. | COM | 921,598 | $20.5M | 0.8% | −760,400−45.2% | Reduced | History |
| TECXTectonic Therapeutic, Inc. | COM | 596,900 | $20.5M | 0.8% | −250,251−29.5% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 53,960 | $20.9M | 0.8% | −8,120−13.1% | Reduced | History |
| KIDSOrthopediatrics Corp | COM | 1,100,370 | $21.1M | 0.8% | 00.0% | Unchanged | History |
| NTRANatera, Inc. | COM | 79,500 | $21.6M | 0.8% | −49,500−38.4% | Reduced | History |
| EOLSEvolus, Inc. | COM | 3,155,209 | $21.9M | 0.8% | +50,000+1.6% | Added | History |
| GHGuardant Health, Inc. | COM | 147,850 | $22.2M | 0.8% | −351,862−70.4% | Reduced | History |
| ZURAZura Bio Ltd | CLASS A ORD SHS | 3,980,295 | $23.5M | 0.9% | −8,694−0.2% | Reduced | History |
| RGENRepligen Corp | COM | 177,100 | $24.2M | 0.9% | +129,600+272.8% | Added | History |
| VERAVera Therapeutics, Inc. | CL A | 564,724 | $24.2M | 0.9% | +40,900+7.8% | Added | History |
| BSXBoston Scientific Corp | Stock | 587,567 | $25.1M | 0.9% | +241,100+69.6% | Added | History |
| BIOABioAge Labs, Inc. | COM | 1,033,129 | $25.3M | 0.9% | −167,458−13.9% | Reduced | History |
| AVAHAveanna Healthcare Holdings, Inc. | COM | 3,065,106 | $26.3M | 1.0% | +861,600+39.1% | Added | History |
| AVLNAvalyn Pharma Inc. | COM SHS | 801,395 | $26.4M | 1.0% | +801,395 | New | History |
| ORKAOruka Therapeutics, Inc. | COM | 278,164 | $26.5M | 1.0% | +278,164 | New | History |
| ISRGIntuitive Surgical Inc | COM NEW | 70,137 | $27.9M | 1.0% | −7,160−9.3% | Reduced | History |
| DHRDanaher Corp | Stock | 150,627 | $28.7M | 1.1% | +11,300+8.1% | Added | History |
| ALMRAlamar Biosciences, Inc. | COMMON STOCK | 1,083,983 | $29.4M | 1.1% | +1,083,983 | New | History |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 1,629,182 | $30.1M | 1.1% | +1,629,182 | New | History |
| INSPInspire Medical Systems, Inc. | COM | 677,570 | $30.2M | 1.1% | 00.0% | Unchanged | History |
| NRIXNurix Therapeutics, Inc. | COM | 1,286,769 | $31.2M | 1.2% | −463,997−26.5% | Reduced | History |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 2,126,298 | $31.8M | 1.2% | +373,500+21.3% | Added | History |
| NKTRNektar Therapeutics | COM NEW | 473,617 | $33.1M | 1.2% | +250,916+112.7% | Added | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 1,141,477 | $33.7M | 1.2% | +495,577+76.7% | Added | History |
| DRUGBright Minds Biosciences Inc. | COM NEW | 483,822 | $34.0M | 1.3% | −55,886−10.4% | Reduced | History |
| MAZEMaze Therapeutics, Inc. | COM | 1,140,040 | $34.0M | 1.3% | +1,140,040 | New | History |
| CDNACareDx, Inc. | COM | 1,220,602 | $34.8M | 1.3% | −952,544−43.8% | Reduced | History |
| CLYMClimb Bio, Inc. | COM | 2,797,375 | $36.5M | 1.3% | +1,267,700+82.9% | Added | History |
| MBXMBX Biosciences, Inc. | COM | 710,880 | $39.2M | 1.5% | −781,587−52.4% | Reduced | History |
| TMDXTransMedics Group, Inc. | COM | 609,715 | $40.5M | 1.5% | +280,324+85.1% | Added | History |
| BTSGBrightSpring Health Services, Inc. | COM | 596,753 | $41.6M | 1.5% | −419,809−41.3% | Reduced | History |
| ACADAcadia Pharmaceuticals Inc | COM | 1,646,399 | $41.7M | 1.5% | −824,800−33.4% | Reduced | History |
| DMRADamora Therapeutics, Inc. | COM NEW | 1,620,377 | $42.1M | 1.6% | +725,531+81.1% | Added | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 381,128 | $42.3M | 1.6% | +70,500+22.7% | Added | History |
| KYMRKymera Therapeutics, Inc. | COM | 378,163 | $43.4M | 1.6% | +40,604+12.0% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 89,395 | $44.8M | 1.7% | −3,520−3.8% | Reduced | History |
| HUMHumana Inc | Stock | 114,500 | $45.5M | 1.7% | +114,500 | New | History |
| KRYSKrystal Biotech, Inc. | COM | 128,975 | $47.9M | 1.8% | −53,450−29.3% | Reduced | History |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 8,702,921 | $54.3M | 2.0% | −1,537,243−15.0% | Reduced | History |
| GENBGenerate Biomedicines, Inc. | COM SHS | 3,283,844 | $55.4M | 2.0% | −309,155−8.6% | Reduced | History |
| ATECAlphatec Holdings, Inc. | COM NEW | 6,531,439 | $56.5M | 2.1% | +4,358,714+200.6% | Added | History |
| NBIXNeurocrine Biosciences Inc | Stock | 336,171 | $56.7M | 2.1% | −315,950−48.4% | Reduced | History |
| DNTHDianthus Therapeutics, Inc. | COM | 594,562 | $58.0M | 2.1% | −304,802−33.9% | Reduced | History |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 2,451,562 | $59.3M | 2.2% | −755,012−23.5% | Reduced | History |
| Alphatec Hldgs Inc02081GAD4 | NOTE 0.750% 3/1 | – | $66.2M | 2.4% | – | – | – |
| XENEXenon Pharmaceuticals Inc. | COM | 1,131,452 | $68.3M | 2.5% | −207,000−15.5% | Reduced | History |
| KODKodiak Sciences Inc. | COM | 1,787,318 | $69.6M | 2.6% | −31,347−1.7% | Reduced | History |
| NEONeogenomics Inc | COM NEW | 4,918,202 | $71.8M | 2.7% | −699,200−12.4% | Reduced | History |
| IRTCiRhythm Holdings, Inc. | COM | 654,262 | $77.8M | 2.9% | +44,070+7.2% | Added | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 879,467 | $78.1M | 2.9% | −53,356−5.7% | Reduced | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 1,996,965 | $81.1M | 3.0% | −350,618−14.9% | Reduced | History |
| GKOSGLAUKOS Corp | COM | 591,927 | $82.7M | 3.1% | −171,578−22.5% | Reduced | History |
| HNGEHinge Health, Inc. | CL A | 1,330,127 | $110.4M | 4.1% | −124,996−8.6% | Reduced | History |
| CAICaris Life Sciences, Inc. | COM | 8,256,032 | $147.1M | 5.4% | +246,585+3.1% | Added | History |
Sold out since Q1 2026 (26)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| Guardant Health, Inc.40131MAD1 | DEBT 1.250% 2/1 | – | $102.6M | 3.4% | – |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,986,768 | $78.9M | 2.6% | History |
| NUVLNuvalent, Inc. | COM | 700,429 | $71.8M | 2.4% | History |
| CGONCG Oncology, Inc. | COM | 984,783 | $66.7M | 2.2% | History |
| APGEApogee Therapeutics, Inc. | COM | 478,667 | $40.3M | 1.3% | History |
| PENPenumbra Inc | COM | 105,352 | $34.6M | 1.2% | History |
| SLNOSoleno Therapeutics Inc | COM | 959,259 | $32.1M | 1.1% | History |
| ILMNIllumina, Inc. | COM | 229,215 | $28.3M | 0.9% | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 497,020 | $28.1M | 0.9% | History |
| ESTAEstablishment Labs Holdings Inc. | COM | 463,600 | $26.3M | 0.9% | History |
| FULCFulcrum Therapeutics, Inc. | COM | 3,134,922 | $24.0M | 0.8% | History |
| CVSCVS Health Corp | Stock | 290,700 | $20.9M | 0.7% | History |
| TARSTarsus Pharmaceuticals, Inc. | COM | 265,715 | $18.6M | 0.6% | History |
| ENGNenGene Therapeutics Inc. | COM | 2,456,870 | $16.7M | 0.6% | History |
| Zenas BioPharma, Inc.98937LAA3 | NOTE 2.500% 4/0 | – | $13.5M | 0.4% | – |
| TGTXTG Therapeutics, Inc. | COM | 358,800 | $11.9M | 0.4% | History |
| CNCCentene Corp | Stock | 330,000 | $10.8M | 0.4% | History |
| CMPXCompass Therapeutics, Inc. | COM | 1,965,106 | $10.4M | 0.3% | History |
| RVMDRevolution Medicines, Inc. | COM | 84,900 | $8.26M | 0.3% | History |
| GRALGRAIL, Inc. | COM | 142,755 | $7.38M | 0.2% | History |
| DNLIDenali Therapeutics Inc. | COM | 296,324 | $5.69M | 0.2% | History |
| HROWHarrow, Inc. | COM | 156,419 | $5.52M | 0.2% | History |
| RVTYRevvity, Inc. | COM | 48,400 | $4.24M | 0.1% | History |
| CELCCelcuity Inc. | COM | 29,198 | $3.33M | 0.1% | History |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 9,976 | $3.21M | 0.1% | History |
| Arrowhead Pharmaceuticals IN04280AAC4 | NOTE 1/1 | – | $2.33M | 0.1% | – |