Braidwell Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.00B
Q ending 2026-03-31
Prior quarter
$3.13B
Q ending 2025-12-31
Change
-4.1% QoQ · +5.4% YoY
Positions
88
reported holdings
Largest positions
All 88 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Caris Life Sciences Inc | CAI | Shares | $143.2M | 8.0M |
| Guardant Health Inc | GH 1.25 02/15/31 | Principal | $102.6M | 61.0M |
| Repligen Corp | RGEN 1 12/15/28 | Principal | $98.7M | 101.0M |
| Neogenomics Inc | NEO 0.25 01/15/28 | Principal | $91.8M | 100.4M |
| Neurocrine Biosciences Inc | NBIX | Shares | $85.9M | 652K |
| Glaukos Corp | GKOS | Shares | $82.2M | 764K |
| Centessa Pharmaceuticals Plc | 260 | Shares | $78.9M | 2.0M |
| Xenon Pharmaceuticals Inc | XENE | Shares | $77.8M | 1.3M |
| Dianthus Therapeutics Inc | DNTH | Shares | $75.5M | 899K |
| Edgewise Therapeutics Inc | EWTX | Shares | $73.9M | 2.3M |
| Irhythm Holdings Inc | IRTC | Shares | $72.0M | 610K |
| Nuvalent Inc | 5AX | Shares | $71.8M | 700K |
| Kodiak Sciences Inc | KOD | Shares | $69.3M | 1.8M |
| Cg Oncology Inc | CGON | Shares | $66.7M | 985K |
| Alphatec Hldgs Inc | ATEC 0.75 03/15/30 | Principal | $63.4M | 61.6M |
| Argenx Se | ARGX | Shares | $62.0M | 85K |
| Hinge Health Inc | HNGE | Shares | $56.1M | 1.5M |
| Acadia Pharmaceuticals Inc | ACAD | Shares | $55.0M | 2.5M |
| Monte Rosa Therapeutics Inc | GLUE | Shares | $52.7M | 3.2M |
| Krystal Biotech Inc | KRYS | Shares | $47.1M | 182K |
| Spyre Therapeutics Inc | SYRE | Shares | $47.1M | 933K |
| Guardant Health Inc | GH | Shares | $46.2M | 500K |
| Thermo Fisher Scientific Inc | TMO | Shares | $45.7M | 93K |
| Generate Biomedicines Inc | GENB | Shares | $44.9M | 3.6M |
| Mbx Biosciences Inc | MBX | Shares | $44.6M | 1.5M |
| Brightspring Health Svcs Inc | BTSG | Shares | $43.3M | 1.0M |
| Celldex Therapeutics Inc New | CLDX | Shares | $43.0M | 1.4M |
| Neogenomics Inc | NEO | Shares | $41.7M | 5.6M |
| Apogee Therapeutics Inc | APGE | Shares | $40.3M | 479K |
| Bright Minds Biosciences Inc | DRUG | Shares | $39.4M | 540K |
| Caredx Inc | CDNA | Shares | $37.7M | 2.2M |
| Intuitive Surgical Inc | ISRG | Shares | $35.6M | 77K |
| Inspire Med Sys Inc | INSP | Shares | $34.9M | 678K |
| Penumbra Inc | PEN | Shares | $34.6M | 105K |
| Transmedics Group Inc | TMDX | Shares | $32.7M | 329K |
| Soleno Therapeutics Inc | SLNOEUR | Shares | $32.1M | 959K |
| Dyne Therapeutics Inc | DYN | Shares | $30.5M | 1.7M |
| Maravai Lifesciences Hldgs I | MRVI | Shares | $29.0M | 10.2M |
| Illumina Inc | ILMN | Shares | $28.3M | 229K |
| Kymera Therapeutics Inc | KYMR | Shares | $28.1M | 338K |
| Biomarin Pharmaceutical Inc | BMRN | Shares | $28.1M | 497K |
| Nurix Therapeutics Inc | NRIX | Shares | $27.1M | 1.8M |
| Rhythm Pharmaceuticals Inc | RYTM | Shares | $27.0M | 311K |
| Danaher Corp Del | DHR | Shares | $26.4M | 139K |
| Establishment Labs Hldgs Inc | Shares | $26.3M | 464K | |
| Tectonic Therapeutic Inc | TECX | Shares | $26.2M | 847K |
| Natera Inc | NTRA | Shares | $25.8M | 129K |
| Corvus Pharmaceuticals Inc | CRVS | Shares | $25.6M | 1.8M |
| Fulcrum Therapeutics Inc | FULC | Shares | $24.0M | 3.1M |
| Zura Bio Ltd | Shares | $23.7M | 4.0M | |
| Alphatec Hldgs Inc | ATEC | Shares | $23.6M | 2.2M |
| Damora Therapeutics Inc | DMRA | Shares | $23.2M | 895K |
| Boston Scientific Corp | BSX | Shares | $21.7M | 346K |
| Vera Therapeutics Inc | VERA | Shares | $21.1M | 524K |
| Bioage Labs Inc | BIOA | Shares | $21.0M | 1.2M |
| Cvs Health Corp | CVS | Shares | $20.9M | 291K |
| Tarsus Pharmaceuticals Inc | TARS | Shares | $18.6M | 266K |
| Elevance Health Inc Formerly | ELV | Shares | $18.2M | 62K |
| Orthopediatrics Corp | KIDS | Shares | $17.5M | 1.1M |
| Engene Holdings Inc | Shares | $16.7M | 2.5M | |
| Nektar Therapeutics | NKTR | Shares | $16.0M | 223K |
| Acadia Healthcare Company In | ACHC | Shares | $15.1M | 646K |
| Oric Pharmaceuticals Inc | ORIC | Shares | $14.3M | 1.1M |
| Aveanna Healthcare Hldgs Inc | AVAH | Shares | $14.2M | 2.2M |
| X4 Pharmaceuticals Inc | XFOR | Shares | $13.5M | 3.3M |
| Zenas Biopharma Inc | ZBIO 2.5 04/01/32 | Principal | $13.5M | 13.0M |
| Kiniksa Pharmaceuticals Intl | Shares | $13.1M | 273K | |
| Evolus Inc | EOLS | Shares | $12.8M | 3.1M |
| Tg Therapeutics Inc | TGTX | Shares | $11.9M | 359K |
| Surrozen Inc | SRZN | Shares | $11.5M | 396K |
| Centene Corp Del | CNC | Shares | $10.8M | 330K |
| Climb Bio Inc | CLYM | Shares | $10.5M | 1.5M |
| Compass Therapeutics Inc | CMPX | Shares | $10.4M | 2.0M |
| Ionis Pharmaceuticals Inc | IONS | Shares | $9.8M | 131K |
| Helix Acquisition Corp Iii | Shares | $9.3M | 900K | |
| Vor Biopharma Inc | VOR | Shares | $8.3M | 467K |
| Revolution Medicines Inc | RVMD | Shares | $8.3M | 85K |
| Grail Inc | GRAL | Shares | $7.4M | 143K |
| Aclaris Therapeutics Inc | ACRS | Shares | $6.4M | 1.7M |
| Denali Therapeutics Inc | DNLI | Shares | $5.7M | 296K |
| Repligen Corp | RGEN | Shares | $5.6M | 48K |
| Harrow Inc | HROW | Shares | $5.5M | 156K |
| Revvity Inc | RVTY | Shares | $4.2M | 48K |
| Celcuity Inc | CELC | Shares | $3.3M | 29K |
| Praxis Precision Medicines I | PRAX | Shares | $3.2M | 10K |
| Arrowhead Pharmaceuticals In | ARWR 0 01/15/32 | Principal | $2.3M | 2.3M |
| Pulmonx Corp | LUNG | Shares | $971K | 753K |
| Vyne Therapeutics Inc | VYNE | Shares | $547K | 916K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.