Braidwell LP
- SEC CIK
- 0001920938
- 最新申報
- 2026/8/14
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/15 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 88
- 較 2025 年第 4 季 +15
- 總值
- $30.0 億
- 較 2025 年第 4 季 −$1.29 億 (−4.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CAICaris Life Sciences, Inc. | COM | 8,009,447 | $1.43 億 | 4.8% | +193,305+2.5% | 加碼 | 歷史 |
| Guardant Health, Inc.40131MAD1 | DEBT 1.250% 2/1 | – | $1.03 億 | 3.4% | – | – | – |
| Repligen Corp759916AD1 | NOTE 1.000%12/1 | – | $9,868 萬 | 3.3% | – | – | – |
| Neogenomics Inc64049MAB6 | NOTE 0.250% 1/1 | – | $9,185 萬 | 3.1% | – | – | – |
| NBIXNeurocrine Biosciences Inc | Stock | 652,121 | $8,591 萬 | 2.9% | −99,413−13.2% | 減碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 763,505 | $8,220 萬 | 2.7% | −158,474−17.2% | 減碼 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,986,768 | $7,891 萬 | 2.6% | −201,552−9.2% | 減碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 1,338,452 | $7,783 萬 | 2.6% | −486,624−26.7% | 減碼 | 歷史 |
| DNTHDianthus Therapeutics, Inc. | COM | 899,364 | $7,547 萬 | 2.5% | −374,571−29.4% | 減碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 2,347,583 | $7,395 萬 | 2.5% | −2,863,248−54.9% | 減碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 610,192 | $7,201 萬 | 2.4% | +392,847+180.7% | 加碼 | 歷史 |
| NUVLNuvalent, Inc. | COM | 700,429 | $7,176 萬 | 2.4% | −120,977−14.7% | 減碼 | 歷史 |
| KODKodiak Sciences Inc. | COM | 1,818,665 | $6,933 萬 | 2.3% | −254,123−12.3% | 減碼 | 歷史 |
| CGONCG Oncology, Inc. | COM | 984,783 | $6,665 萬 | 2.2% | −885,788−47.4% | 減碼 | 歷史 |
| Alphatec Hldgs Inc02081GAD4 | NOTE 0.750% 3/1 | – | $6,339 萬 | 2.1% | – | 新進 | – |
| ARGXArgenx SE | SPONSORED ADR | 84,939 | $6,203 萬 | 2.1% | +53,932+173.9% | 加碼 | 歷史 |
| HNGEHinge Health, Inc. | CL A | 1,455,123 | $5,611 萬 | 1.9% | +150,500+11.5% | 加碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 2,471,199 | $5,501 萬 | 1.8% | +439,178+21.6% | 加碼 | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 3,206,574 | $5,275 萬 | 1.8% | +2,258,258+238.1% | 加碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 182,425 | $4,712 萬 | 1.6% | −19,676−9.7% | 減碼 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 932,823 | $4,705 萬 | 1.6% | −701,792−42.9% | 減碼 | 歷史 |
| GHGuardant Health, Inc. | COM | 499,712 | $4,616 萬 | 1.5% | +499,712 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 92,915 | $4,567 萬 | 1.5% | +12,190+15.1% | 加碼 | 歷史 |
| GENBGenerate Biomedicines, Inc. | COM SHS | 3,592,999 | $4,491 萬 | 1.5% | +3,592,999 | 新進 | 歷史 |
| MBXMBX Biosciences, Inc. | COM | 1,492,467 | $4,455 萬 | 1.5% | +473,867+46.5% | 加碼 | 歷史 |
| BTSGBrightSpring Health Services, Inc. | COM | 1,016,562 | $4,332 萬 | 1.4% | −179,224−15.0% | 減碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 1,356,082 | $4,301 萬 | 1.4% | −502,027−27.0% | 減碼 | 歷史 |
| NEONeogenomics Inc | COM NEW | 5,617,402 | $4,168 萬 | 1.4% | +984,601+21.3% | 加碼 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 478,667 | $4,029 萬 | 1.3% | −96,400−16.8% | 減碼 | 歷史 |
| DRUGBright Minds Biosciences Inc. | COM NEW | 539,708 | $3,938 萬 | 1.3% | +215,350+66.4% | 加碼 | 歷史 |
| CDNACareDx, Inc. | COM | 2,173,146 | $3,773 萬 | 1.3% | +587,926+37.1% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 77,297 | $3,563 萬 | 1.2% | −6,120−7.3% | 減碼 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 677,570 | $3,495 萬 | 1.2% | +136,680+25.3% | 加碼 | 歷史 |
| PENPenumbra Inc | COM | 105,352 | $3,459 萬 | 1.2% | −4,800−4.4% | 減碼 | 歷史 |
| TMDXTransMedics Group, Inc. | COM | 329,391 | $3,274 萬 | 1.1% | +14,050+4.5% | 加碼 | 歷史 |
| SLNOSoleno Therapeutics Inc | COM | 959,259 | $3,212 萬 | 1.1% | −228,600−19.2% | 減碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 1,681,998 | $3,049 萬 | 1.0% | +203,669+13.8% | 加碼 | 歷史 |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 10,240,164 | $2,898 萬 | 1.0% | +1,886,877+22.6% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 229,215 | $2,825 萬 | 0.9% | −40,458−15.0% | 減碼 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 337,559 | $2,812 萬 | 0.9% | −116,700−25.7% | 減碼 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 497,020 | $2,808 萬 | 0.9% | −104,500−17.4% | 減碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 1,750,766 | $2,714 萬 | 0.9% | −433,098−19.8% | 減碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 310,628 | $2,702 萬 | 0.9% | +310,628 | 新進 | 歷史 |
| DHRDanaher Corp | Stock | 139,327 | $2,642 萬 | 0.9% | +21,100+17.8% | 加碼 | 歷史 |
| ESTAEstablishment Labs Holdings Inc. | COM | 463,600 | $2,632 萬 | 0.9% | +463,600 | 新進 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 847,151 | $2,619 萬 | 0.9% | −80,373−8.7% | 減碼 | 歷史 |
| NTRANatera, Inc. | COM | 129,000 | $2,580 萬 | 0.9% | +17,500+15.7% | 加碼 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 1,752,798 | $2,564 萬 | 0.9% | +1,752,798 | 新進 | 歷史 |
| FULCFulcrum Therapeutics, Inc. | COM | 3,134,922 | $2,404 萬 | 0.8% | +73,700+2.4% | 加碼 | 歷史 |
| ZURAZura Bio Ltd | CLASS A ORD SHS | 3,988,989 | $2,373 萬 | 0.8% | +808,600+25.4% | 加碼 | 歷史 |
| ATECAlphatec Holdings, Inc. | COM NEW | 2,172,725 | $2,364 萬 | 0.8% | +2,172,725 | 新進 | 歷史 |
| DMRADamora Therapeutics, Inc. | COM NEW | 894,846 | $2,318 萬 | 0.8% | +894,846 | 新進 | 歷史 |
| BSXBoston Scientific Corp | Stock | 346,467 | $2,174 萬 | 0.7% | +346,467 | 新進 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 523,824 | $2,107 萬 | 0.7% | −260,918−33.2% | 減碼 | 歷史 |
| BIOABioAge Labs, Inc. | COM | 1,200,587 | $2,100 萬 | 0.7% | +1,200,587 | 新進 | 歷史 |
| CVSCVS Health Corp | Stock | 290,700 | $2,088 萬 | 0.7% | −273,500−48.5% | 減碼 | 歷史 |
| TARSTarsus Pharmaceuticals, Inc. | COM | 265,715 | $1,864 萬 | 0.6% | +265,715 | 新進 | 歷史 |
| ELVElevance Health, Inc. | Stock | 62,080 | $1,817 萬 | 0.6% | +62,080 | 新進 | 歷史 |
| KIDSOrthopediatrics Corp | COM | 1,100,370 | $1,746 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ENGNenGene Therapeutics Inc. | COM | 2,456,870 | $1,673 萬 | 0.6% | −674,449−21.5% | 減碼 | 歷史 |
| NKTRNektar Therapeutics | COM NEW | 222,701 | $1,602 萬 | 0.5% | +222,701 | 新進 | 歷史 |
| ACHCAcadia Healthcare Company, Inc. | COM | 645,900 | $1,511 萬 | 0.5% | +645,900 | 新進 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 1,128,040 | $1,429 萬 | 0.5% | +1,128,040 | 新進 | 歷史 |
| AVAHAveanna Healthcare Holdings, Inc. | COM | 2,203,506 | $1,419 萬 | 0.5% | +2,203,506 | 新進 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM NEW | 3,272,954 | $1,352 萬 | 0.5% | −95,950−2.8% | 減碼 | 歷史 |
| Zenas BioPharma, Inc.98937LAA3 | NOTE 2.500% 4/0 | – | $1,346 萬 | 0.4% | – | 新進 | – |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 272,522 | $1,312 萬 | 0.4% | −41,301−13.2% | 減碼 | 歷史 |
| EOLSEvolus, Inc. | COM | 3,105,209 | $1,276 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TGTXTG Therapeutics, Inc. | COM | 358,800 | $1,192 萬 | 0.4% | +358,800 | 新進 | 歷史 |
| SRZNSurrozen, Inc. | COM NEW | 396,100 | $1,154 萬 | 0.4% | −73,900−15.7% | 減碼 | 歷史 |
| CNCCentene Corp | Stock | 330,000 | $1,080 萬 | 0.4% | +330,000 | 新進 | 歷史 |
| CLYMClimb Bio, Inc. | COM | 1,529,675 | $1,048 萬 | 0.3% | +1,529,675 | 新進 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 1,965,106 | $1,040 萬 | 0.3% | −821,672−29.5% | 減碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 130,862 | $982.6 萬 | 0.3% | +130,862 | 新進 | 歷史 |
| HLXCHelix Acquisition Corp. III | USD CL A ORD SHS | 900,000 | $927.0 萬 | 0.3% | +900,000 | 新進 | 歷史 |
| VORVor Biopharma Inc. | COM NEW | 466,774 | $832.7 萬 | 0.3% | +466,774 | 新進 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 84,900 | $825.7 萬 | 0.3% | +84,900 | 新進 | 歷史 |
| GRALGRAIL, Inc. | COM | 142,755 | $737.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ACRSAclaris Therapeutics, Inc. | COM | 1,699,116 | $637.2 萬 | 0.2% | +1,699,116 | 新進 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 296,324 | $568.9 萬 | 0.2% | +296,324 | 新進 | 歷史 |
| RGENRepligen Corp | COM | 47,500 | $559.6 萬 | 0.2% | −34,290−41.9% | 減碼 | 歷史 |
| HROWHarrow, Inc. | COM | 156,419 | $551.5 萬 | 0.2% | −138,872−47.0% | 減碼 | 歷史 |
| RVTYRevvity, Inc. | COM | 48,400 | $424.0 萬 | 0.1% | +48,400 | 新進 | 歷史 |
| CELCCelcuity Inc. | COM | 29,198 | $333.3 萬 | 0.1% | +29,198 | 新進 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 9,976 | $321.4 萬 | 0.1% | +9,976 | 新進 | 歷史 |
| Arrowhead Pharmaceuticals IN04280AAC4 | NOTE 1/1 | – | $233.3 萬 | 0.1% | – | 新進 | – |
| LUNGPulmonx Corp | COM | 752,541 | $97.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YARWYarrow Bioscience, Inc. | COM | 916,077 | $54.7 萬 | <0.1% | +916,077 | 新進 | 歷史 |
2025 年第 4 季之後清倉（16 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iRhythm Holdings, Inc.450056AB2 | NOTE 1.500% 9/0 | – | $7,280 萬 | 2.3% | – |
| ALGNAlign Technology Inc | COM | 381,004 | $5,949 萬 | 1.9% | 歷史 |
| Ironwood Pharmaceuticals Inc46333XAH1 | NOTE 1.500% 6/1 | – | $5,047 萬 | 1.6% | – |
| RAPTRAPT Therapeutics, Inc. | COM NEW | 929,694 | $3,149 萬 | 1.0% | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 1,298,142 | $2,822 萬 | 0.9% | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 575,321 | $2,324 萬 | 0.7% | 歷史 |
| BIIBBiogen Inc. | COM | 115,700 | $2,036 萬 | 0.7% | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 1,920,255 | $1,734 萬 | 0.6% | 歷史 |
| ICLRIcon PLC | COM | 73,370 | $1,337 萬 | 0.4% | 歷史 |
| RLMDRelmada Therapeutics, Inc. | COM | 1,582,257 | $764.2 萬 | 0.2% | 歷史 |
| XNCRXencor Inc | COM | 459,166 | $703.0 萬 | 0.2% | 歷史 |
| CSTLCastle Biosciences Inc | COM | 177,183 | $689.2 萬 | 0.2% | 歷史 |
| ADPTAdaptive Biotechnologies Corp | COM | 311,991 | $506.7 萬 | 0.2% | 歷史 |
| BLLNBillionToOne, Inc. | CL A | 50,000 | $409.2 萬 | 0.1% | 歷史 |
| ORKAOruka Therapeutics, Inc. | COM | 84,795 | $257.0 萬 | 0.1% | 歷史 |
| KPTIKaryopharm Therapeutics Inc. | COM NEW | 303,370 | $223.3 萬 | 0.1% | 歷史 |