Braidwell LP
- SEC CIK
- 0001920938
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 86
- 較 2026 年第 1 季 −2
- 總值
- $27.0 億
- 較 2026 年第 1 季 −$2.94 億 (−9.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CAICaris Life Sciences, Inc. | COM | 8,256,032 | $1.47 億 | 5.4% | +246,585+3.1% | 加碼 | 歷史 |
| HNGEHinge Health, Inc. | CL A | 1,330,127 | $1.10 億 | 4.1% | −124,996−8.6% | 減碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 591,927 | $8,273 萬 | 3.1% | −171,578−22.5% | 減碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 1,996,965 | $8,114 萬 | 3.0% | −350,618−14.9% | 減碼 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 879,467 | $7,808 萬 | 2.9% | −53,356−5.7% | 減碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 654,262 | $7,782 萬 | 2.9% | +44,070+7.2% | 加碼 | 歷史 |
| NEONeogenomics Inc | COM NEW | 4,918,202 | $7,176 萬 | 2.7% | −699,200−12.4% | 減碼 | 歷史 |
| KODKodiak Sciences Inc. | COM | 1,787,318 | $6,963 萬 | 2.6% | −31,347−1.7% | 減碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 1,131,452 | $6,829 萬 | 2.5% | −207,000−15.5% | 減碼 | 歷史 |
| Alphatec Hldgs Inc02081GAD4 | NOTE 0.750% 3/1 | – | $6,618 萬 | 2.4% | – | – | – |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 2,451,562 | $5,933 萬 | 2.2% | −755,012−23.5% | 減碼 | 歷史 |
| DNTHDianthus Therapeutics, Inc. | COM | 594,562 | $5,796 萬 | 2.1% | −304,802−33.9% | 減碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 336,171 | $5,666 萬 | 2.1% | −315,950−48.4% | 減碼 | 歷史 |
| ATECAlphatec Holdings, Inc. | COM NEW | 6,531,439 | $5,650 萬 | 2.1% | +4,358,714+200.6% | 加碼 | 歷史 |
| GENBGenerate Biomedicines, Inc. | COM SHS | 3,283,844 | $5,540 萬 | 2.0% | −309,155−8.6% | 減碼 | 歷史 |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 8,702,921 | $5,431 萬 | 2.0% | −1,537,243−15.0% | 減碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 128,975 | $4,794 萬 | 1.8% | −53,450−29.3% | 減碼 | 歷史 |
| HUMHumana Inc | Stock | 114,500 | $4,548 萬 | 1.7% | +114,500 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 89,395 | $4,482 萬 | 1.7% | −3,520−3.8% | 減碼 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 378,163 | $4,336 萬 | 1.6% | +40,604+12.0% | 加碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 381,128 | $4,232 萬 | 1.6% | +70,500+22.7% | 加碼 | 歷史 |
| DMRADamora Therapeutics, Inc. | COM NEW | 1,620,377 | $4,215 萬 | 1.6% | +725,531+81.1% | 加碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 1,646,399 | $4,165 萬 | 1.5% | −824,800−33.4% | 減碼 | 歷史 |
| BTSGBrightSpring Health Services, Inc. | COM | 596,753 | $4,162 萬 | 1.5% | −419,809−41.3% | 減碼 | 歷史 |
| TMDXTransMedics Group, Inc. | COM | 609,715 | $4,050 萬 | 1.5% | +280,324+85.1% | 加碼 | 歷史 |
| MBXMBX Biosciences, Inc. | COM | 710,880 | $3,924 萬 | 1.5% | −781,587−52.4% | 減碼 | 歷史 |
| CLYMClimb Bio, Inc. | COM | 2,797,375 | $3,648 萬 | 1.3% | +1,267,700+82.9% | 加碼 | 歷史 |
| CDNACareDx, Inc. | COM | 1,220,602 | $3,479 萬 | 1.3% | −952,544−43.8% | 減碼 | 歷史 |
| MAZEMaze Therapeutics, Inc. | COM | 1,140,040 | $3,402 萬 | 1.3% | +1,140,040 | 新進 | 歷史 |
| DRUGBright Minds Biosciences Inc. | COM NEW | 483,822 | $3,396 萬 | 1.3% | −55,886−10.4% | 減碼 | 歷史 |
| ACHCAcadia Healthcare Company, Inc. | COM | 1,141,477 | $3,371 萬 | 1.2% | +495,577+76.7% | 加碼 | 歷史 |
| NKTRNektar Therapeutics | COM NEW | 473,617 | $3,306 萬 | 1.2% | +250,916+112.7% | 加碼 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 2,126,298 | $3,177 萬 | 1.2% | +373,500+21.3% | 加碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 1,286,769 | $3,122 萬 | 1.2% | −463,997−26.5% | 減碼 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 677,570 | $3,023 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 1,629,182 | $3,011 萬 | 1.1% | +1,629,182 | 新進 | 歷史 |
| ALMRAlamar Biosciences, Inc. | COMMON STOCK | 1,083,983 | $2,937 萬 | 1.1% | +1,083,983 | 新進 | 歷史 |
| DHRDanaher Corp | Stock | 150,627 | $2,869 萬 | 1.1% | +11,300+8.1% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 70,137 | $2,789 萬 | 1.0% | −7,160−9.3% | 減碼 | 歷史 |
| ORKAOruka Therapeutics, Inc. | COM | 278,164 | $2,647 萬 | 1.0% | +278,164 | 新進 | 歷史 |
| AVLNAvalyn Pharma Inc. | COM SHS | 801,395 | $2,638 萬 | 1.0% | +801,395 | 新進 | 歷史 |
| AVAHAveanna Healthcare Holdings, Inc. | COM | 3,065,106 | $2,627 萬 | 1.0% | +861,600+39.1% | 加碼 | 歷史 |
| BIOABioAge Labs, Inc. | COM | 1,033,129 | $2,532 萬 | 0.9% | −167,458−13.9% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 587,567 | $2,508 萬 | 0.9% | +241,100+69.6% | 加碼 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 564,724 | $2,423 萬 | 0.9% | +40,900+7.8% | 加碼 | 歷史 |
| RGENRepligen Corp | COM | 177,100 | $2,416 萬 | 0.9% | +129,600+272.8% | 加碼 | 歷史 |
| ZURAZura Bio Ltd | CLASS A ORD SHS | 3,980,295 | $2,348 萬 | 0.9% | −8,694−0.2% | 減碼 | 歷史 |
| GHGuardant Health, Inc. | COM | 147,850 | $2,218 萬 | 0.8% | −351,862−70.4% | 減碼 | 歷史 |
| EOLSEvolus, Inc. | COM | 3,155,209 | $2,190 萬 | 0.8% | +50,000+1.6% | 加碼 | 歷史 |
| NTRANatera, Inc. | COM | 79,500 | $2,158 萬 | 0.8% | −49,500−38.4% | 減碼 | 歷史 |
| KIDSOrthopediatrics Corp | COM | 1,100,370 | $2,105 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 53,960 | $2,087 萬 | 0.8% | −8,120−13.1% | 減碼 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 596,900 | $2,052 萬 | 0.8% | −250,251−29.5% | 減碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 921,598 | $2,047 萬 | 0.8% | −760,400−45.2% | 減碼 | 歷史 |
| Neogenomics Inc64049MAB6 | NOTE 0.250% 1/1 | – | $1,689 萬 | 0.6% | – | – | – |
| IMCRImmunocore Holdings plc | ADS | 521,327 | $1,655 萬 | 0.6% | +521,327 | 新進 | 歷史 |
| Repligen Corp759916AD1 | NOTE 1.000%12/1 | – | $1,645 萬 | 0.6% | – | – | – |
| ARGXArgenx SE | SPONSORED ADR | 17,707 | $1,643 萬 | 0.6% | −67,232−79.2% | 減碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 436,646 | $1,625 萬 | 0.6% | −919,436−67.8% | 減碼 | 歷史 |
| OVIDOvid Therapeutics Inc. | COM | 5,919,464 | $1,592 萬 | 0.6% | +5,919,464 | 新進 | 歷史 |
| MNKDMannkind Corp | COM NEW | 3,458,429 | $1,473 萬 | 0.5% | +3,458,429 | 新進 | 歷史 |
| QUREuniQure N.V. | SHS | 301,652 | $1,389 萬 | 0.5% | +301,652 | 新進 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM NEW | 2,922,754 | $1,365 萬 | 0.5% | −350,200−10.7% | 減碼 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 1,214,540 | $1,315 萬 | 0.5% | +86,500+7.7% | 加碼 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 183,822 | $1,176 萬 | 0.4% | −88,700−32.5% | 減碼 | 歷史 |
| OCSOculis Holding AG | ORDINARY SHARES | 834,183 | $1,157 萬 | 0.4% | +834,183 | 新進 | 歷史 |
| ACRSAclaris Therapeutics, Inc. | COM | 2,142,348 | $1,133 萬 | 0.4% | +443,232+26.1% | 加碼 | 歷史 |
| SPTXSeaport Therapeutics, Inc. | COMMON STOCK | 500,000 | $1,086 萬 | 0.4% | +500,000 | 新進 | 歷史 |
| VORVor Biopharma Inc. | COM NEW | 573,104 | $1,055 萬 | 0.4% | +106,330+22.8% | 加碼 | 歷史 |
| SRZNSurrozen, Inc. | COM NEW | 390,753 | $1,014 萬 | 0.4% | −5,347−1.3% | 減碼 | 歷史 |
| IMUXImmunic, Inc. | COM NEW | 645,010 | $991.4 萬 | 0.4% | +645,010 | 新進 | 歷史 |
| HLXCHelix Acquisition Corp. III | USD CL A ORD SHS | 900,000 | $954.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 116,762 | $925.8 萬 | 0.3% | −14,100−10.8% | 減碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 43,200 | $915.6 萬 | 0.3% | +43,200 | 新進 | 歷史 |
| ANLAdlai Nortye Group Ltd. | ADS | 795,214 | $914.5 萬 | 0.3% | +795,214 | 新進 | 歷史 |
| TENXTenax Therapeutics, Inc. | COM NEW | 584,412 | $850.3 萬 | 0.3% | +584,412 | 新進 | 歷史 |
| KARDKardigan, Inc. | COM | 300,000 | $715.5 萬 | 0.3% | +300,000 | 新進 | 歷史 |
| AMANAmanat Acquisition Corp. | CL A ORD | 700,000 | $711.2 萬 | 0.3% | +700,000 | 新進 | 歷史 |
| COAGHemab Therapeutics Holdings, Inc. | COM SHS | 160,000 | $587.7 萬 | 0.2% | +160,000 | 新進 | 歷史 |
| GHRSGH Research PLC | ORDINARY SHARES | 207,240 | $557.1 萬 | 0.2% | +207,240 | 新進 | 歷史 |
| WATWaters Corp | COM | 14,040 | $526.6 萬 | 0.2% | +14,040 | 新進 | 歷史 |
| RACCResearch Alliance Corp III | ORD SHS CL A | 400,000 | $428.0 萬 | 0.2% | +400,000 | 新進 | 歷史 |
| JATTJATT II Acquisition Corp. | ORD SHS | 250,000 | $284.0 萬 | 0.1% | +250,000 | 新進 | 歷史 |
| LUNGPulmonx Corp | COM | 752,541 | $97.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YARWYarrow Bioscience, Inc. | COM | 916,077 | $59.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KRSAKorsana Biosciences, Inc. | Stock | 156,890 | $53.2 萬 | <0.1% | +156,890 | 新進 | 歷史 |
2026 年第 1 季之後清倉（26 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Guardant Health, Inc.40131MAD1 | DEBT 1.250% 2/1 | – | $1.03 億 | 3.4% | – |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,986,768 | $7,891 萬 | 2.6% | 歷史 |
| NUVLNuvalent, Inc. | COM | 700,429 | $7,176 萬 | 2.4% | 歷史 |
| CGONCG Oncology, Inc. | COM | 984,783 | $6,665 萬 | 2.2% | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 478,667 | $4,029 萬 | 1.3% | 歷史 |
| PENPenumbra Inc | COM | 105,352 | $3,459 萬 | 1.2% | 歷史 |
| SLNOSoleno Therapeutics Inc | COM | 959,259 | $3,212 萬 | 1.1% | 歷史 |
| ILMNIllumina, Inc. | COM | 229,215 | $2,825 萬 | 0.9% | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 497,020 | $2,808 萬 | 0.9% | 歷史 |
| ESTAEstablishment Labs Holdings Inc. | COM | 463,600 | $2,632 萬 | 0.9% | 歷史 |
| FULCFulcrum Therapeutics, Inc. | COM | 3,134,922 | $2,404 萬 | 0.8% | 歷史 |
| CVSCVS Health Corp | Stock | 290,700 | $2,088 萬 | 0.7% | 歷史 |
| TARSTarsus Pharmaceuticals, Inc. | COM | 265,715 | $1,864 萬 | 0.6% | 歷史 |
| ENGNenGene Therapeutics Inc. | COM | 2,456,870 | $1,673 萬 | 0.6% | 歷史 |
| Zenas BioPharma, Inc.98937LAA3 | NOTE 2.500% 4/0 | – | $1,346 萬 | 0.4% | – |
| TGTXTG Therapeutics, Inc. | COM | 358,800 | $1,192 萬 | 0.4% | 歷史 |
| CNCCentene Corp | Stock | 330,000 | $1,080 萬 | 0.4% | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 1,965,106 | $1,040 萬 | 0.3% | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 84,900 | $825.7 萬 | 0.3% | 歷史 |
| GRALGRAIL, Inc. | COM | 142,755 | $737.8 萬 | 0.2% | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 296,324 | $568.9 萬 | 0.2% | 歷史 |
| HROWHarrow, Inc. | COM | 156,419 | $551.5 萬 | 0.2% | 歷史 |
| RVTYRevvity, Inc. | COM | 48,400 | $424.0 萬 | 0.1% | 歷史 |
| CELCCelcuity Inc. | COM | 29,198 | $333.3 萬 | 0.1% | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 9,976 | $321.4 萬 | 0.1% | 歷史 |
| Arrowhead Pharmaceuticals IN04280AAC4 | NOTE 1/1 | – | $233.3 萬 | 0.1% | – |