Braidwell LP
- SEC CIK
- 0001920938
- 最新申報
- 2026/8/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/17 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 73
- 較 2025 年第 3 季 0
- 總值
- $31.3 億
- 較 2025 年第 3 季 −$2.43 億 (−7.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CAICaris Life Sciences, Inc. | COM | 7,816,142 | $2.11 億 | 6.7% | +500,000+6.8% | 加碼 | 歷史 |
| Guardant Health, Inc.40131MAD1 | DEBT 1.250% 2/1 | – | $1.92 億 | 6.2% | – | – | – |
| EWTXEdgewise Therapeutics, Inc. | COM | 5,210,831 | $1.29 億 | 4.1% | 00.0% | 不變 | 歷史 |
| Repligen Corp759916AD1 | NOTE 1.000%12/1 | – | $1.11 億 | 3.5% | – | – | – |
| NBIXNeurocrine Biosciences Inc | Stock | 751,534 | $1.07 億 | 3.4% | −128,748−14.6% | 減碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 921,979 | $1.04 億 | 3.3% | +141,815+18.2% | 加碼 | 歷史 |
| Neogenomics Inc64049MAB6 | NOTE 0.250% 1/1 | – | $8,972 萬 | 2.9% | – | – | – |
| NUVLNuvalent, Inc. | COM | 821,406 | $8,263 萬 | 2.6% | −191,576−18.9% | 減碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 1,825,076 | $8,180 萬 | 2.6% | −1,779,953−49.4% | 減碼 | 歷史 |
| CGONCG Oncology, Inc. | COM | 1,870,571 | $7,767 萬 | 2.5% | −1,412,746−43.0% | 減碼 | 歷史 |
| iRhythm Holdings, Inc.450056AB2 | NOTE 1.500% 9/0 | – | $7,280 萬 | 2.3% | – | – | – |
| HNGEHinge Health, Inc. | CL A | 1,304,623 | $6,060 萬 | 1.9% | +394,147+43.3% | 加碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 381,004 | $5,949 萬 | 1.9% | −28,687−7.0% | 減碼 | 歷史 |
| KODKodiak Sciences Inc. | COM | 2,072,788 | $5,796 萬 | 1.9% | +2,072,788 | 新進 | 歷史 |
| SLNOSoleno Therapeutics Inc | COM | 1,187,859 | $5,500 萬 | 1.8% | −94,130−7.3% | 減碼 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 2,188,320 | $5,473 萬 | 1.8% | +2,188,320 | 新進 | 歷史 |
| NEONeogenomics Inc | COM NEW | 4,632,801 | $5,448 萬 | 1.7% | +2,861,655+161.6% | 加碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 2,032,021 | $5,428 萬 | 1.7% | −346,634−14.6% | 減碼 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 1,634,615 | $5,355 萬 | 1.7% | −943,789−36.6% | 減碼 | 歷史 |
| DNTHDianthus Therapeutics, Inc. | COM | 1,273,935 | $5,250 萬 | 1.7% | +438,878+52.6% | 加碼 | 歷史 |
| Ironwood Pharmaceuticals Inc46333XAH1 | NOTE 1.500% 6/1 | – | $5,047 萬 | 1.6% | – | – | – |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 1,858,109 | $5,047 萬 | 1.6% | +1,266,420+214.0% | 加碼 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 540,890 | $4,989 萬 | 1.6% | −342,857−38.8% | 減碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 202,101 | $4,983 萬 | 1.6% | −318,300−61.2% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 83,417 | $4,724 萬 | 1.5% | −46,810−35.9% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 80,725 | $4,678 萬 | 1.5% | −33,208−29.1% | 減碼 | 歷史 |
| BTSGBrightSpring Health Services, Inc. | COM | 1,195,786 | $4,478 萬 | 1.4% | +1,195,786 | 新進 | 歷史 |
| CVSCVS Health Corp | Stock | 564,200 | $4,477 萬 | 1.4% | +125,600+28.6% | 加碼 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 575,067 | $4,341 萬 | 1.4% | −863,678−60.0% | 減碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 2,183,864 | $4,143 萬 | 1.3% | +2,183,864 | 新進 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 784,742 | $3,974 萬 | 1.3% | +312,003+66.0% | 加碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 217,345 | $3,857 萬 | 1.2% | −8,500−3.8% | 減碼 | 歷史 |
| TMDXTransMedics Group, Inc. | COM | 315,341 | $3,836 萬 | 1.2% | −35,907−10.2% | 減碼 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 601,520 | $3,575 萬 | 1.1% | +73,520+13.9% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 269,673 | $3,537 萬 | 1.1% | +269,673 | 新進 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 454,259 | $3,535 萬 | 1.1% | +177,567+64.2% | 加碼 | 歷史 |
| FULCFulcrum Therapeutics, Inc. | COM | 3,061,222 | $3,462 萬 | 1.1% | +2,841,734+1,294.7% | 加碼 | 歷史 |
| PENPenumbra Inc | COM | 110,152 | $3,425 萬 | 1.1% | −31,376−22.2% | 減碼 | 歷史 |
| MBXMBX Biosciences, Inc. | COM | 1,018,600 | $3,213 萬 | 1.0% | +1,018,600 | 新進 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM NEW | 929,694 | $3,149 萬 | 1.0% | +929,694 | 新進 | 歷史 |
| CDNACareDx, Inc. | COM | 1,585,220 | $2,987 萬 | 1.0% | −597,561−27.4% | 減碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 1,478,329 | $2,892 萬 | 0.9% | −1,252,152−45.9% | 減碼 | 歷史 |
| ENGNenGene Therapeutics Inc. | COM | 3,131,319 | $2,828 萬 | 0.9% | +865,000+38.2% | 加碼 | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 1,298,142 | $2,822 萬 | 0.9% | −528,013−28.9% | 減碼 | 歷史 |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 8,353,287 | $2,715 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 118,227 | $2,706 萬 | 0.9% | −191,112−61.8% | 減碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 31,007 | $2,608 萬 | 0.8% | −45,084−59.3% | 減碼 | 歷史 |
| NTRANatera, Inc. | COM | 111,500 | $2,554 萬 | 0.8% | +111,500 | 新進 | 歷史 |
| DRUGBright Minds Biosciences Inc. | COM NEW | 324,358 | $2,531 萬 | 0.8% | +20,673+6.8% | 加碼 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 575,321 | $2,324 萬 | 0.7% | +575,321 | 新進 | 歷史 |
| EOLSEvolus, Inc. | COM | 3,105,209 | $2,065 萬 | 0.7% | +3,105,209 | 新進 | 歷史 |
| BIIBBiogen Inc. | COM | 115,700 | $2,036 萬 | 0.7% | +115,700 | 新進 | 歷史 |
| KIDSOrthopediatrics Corp | COM | 1,100,370 | $1,954 萬 | 0.6% | −7,400−0.7% | 減碼 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 927,524 | $1,935 萬 | 0.6% | +190,657+25.9% | 加碼 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 1,920,255 | $1,734 萬 | 0.6% | +1,920,255 | 新進 | 歷史 |
| ZURAZura Bio Ltd | CLASS A ORD SHS | 3,180,389 | $1,667 萬 | 0.5% | +707,583+28.6% | 加碼 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 2,786,778 | $1,496 萬 | 0.5% | +2,786,778 | 新進 | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 948,316 | $1,487 萬 | 0.5% | +948,316 | 新進 | 歷史 |
| HROWHarrow, Inc. | COM | 295,291 | $1,447 萬 | 0.5% | −47,100−13.8% | 減碼 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM NEW | 3,368,904 | $1,348 萬 | 0.4% | +3,368,904 | 新進 | 歷史 |
| RGENRepligen Corp | COM | 81,790 | $1,340 萬 | 0.4% | −113,866−58.2% | 減碼 | 歷史 |
| ICLRIcon PLC | COM | 73,370 | $1,337 萬 | 0.4% | +73,370 | 新進 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 313,823 | $1,295 萬 | 0.4% | −329,357−51.2% | 減碼 | 歷史 |
| GRALGRAIL, Inc. | COM | 142,755 | $1,222 萬 | 0.4% | +142,755 | 新進 | 歷史 |
| SRZNSurrozen, Inc. | COM NEW | 470,000 | $1,062 萬 | 0.3% | +330,000+235.7% | 加碼 | 歷史 |
| RLMDRelmada Therapeutics, Inc. | COM | 1,582,257 | $764.2 萬 | 0.2% | +1,582,257 | 新進 | 歷史 |
| XNCRXencor Inc | COM | 459,166 | $703.0 萬 | 0.2% | −787,114−63.2% | 減碼 | 歷史 |
| CSTLCastle Biosciences Inc | COM | 177,183 | $689.2 萬 | 0.2% | −645,552−78.5% | 減碼 | 歷史 |
| ADPTAdaptive Biotechnologies Corp | COM | 311,991 | $506.7 萬 | 0.2% | −424,023−57.6% | 減碼 | 歷史 |
| BLLNBillionToOne, Inc. | CL A | 50,000 | $409.2 萬 | 0.1% | +50,000 | 新進 | 歷史 |
| ORKAOruka Therapeutics, Inc. | COM | 84,795 | $257.0 萬 | 0.1% | −1,297,555−93.9% | 減碼 | 歷史 |
| KPTIKaryopharm Therapeutics Inc. | COM NEW | 303,370 | $223.3 萬 | 0.1% | +303,370 | 新進 | 歷史 |
| LUNGPulmonx Corp | COM | 752,541 | $166.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（20 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NovoCure Ltd67011XAB9 | NOTE 11/0 | – | $2.10 億 | 6.2% | – |
| Karyopharm Therapeutics Inc.48576UAD8 | NOTE 6% 5/13/29 | – | $3,496 萬 | 1.0% | – |
| GMEDGlobus Medical Inc | Stock | 498,000 | $2,852 萬 | 0.8% | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 121,700 | $2,471 萬 | 0.7% | 歷史 |
| EXASExact Sciences Corp | COM | 414,600 | $2,268 萬 | 0.7% | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 475,400 | $2,257 萬 | 0.7% | 歷史 |
| ATECAlphatec Holdings, Inc. | COM NEW | 1,514,604 | $2,202 萬 | 0.7% | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 759,455 | $1,996 萬 | 0.6% | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 588,700 | $1,771 萬 | 0.5% | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 832,100 | $1,603 萬 | 0.5% | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 2,181,598 | $1,538 萬 | 0.5% | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 331,907 | $1,446 萬 | 0.4% | – |
| EHCEncompass Health Corp | COM | 113,335 | $1,440 萬 | 0.4% | 歷史 |
| Dexcom Inc252131AK3 | NOTE 0.250%11/1 | – | $1,341 萬 | 0.4% | – |
| REPLReplimune Group, Inc. | COM | 2,750,092 | $1,152 萬 | 0.3% | 歷史 |
| SIONSionna Therapeutics, Inc. | COM | 314,013 | $923.5 萬 | 0.3% | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 612,841 | $832.9 萬 | 0.2% | 歷史 |
| RPRXRoyalty Pharma plc | SHS CLASS A | 182,068 | $642.3 萬 | 0.2% | 歷史 |
| Immunocore Hldgs PLC45258DAB1 | NOTE 2.500% 2/0 | – | $618.8 萬 | 0.2% | – |
| HTFLHeartflow, Inc. | COM | 50,000 | $168.3 萬 | <0.1% | 歷史 |