Braidwell
Latest statistics and disclosures from Braidwell's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CAI, Guardant Health, Repligen Corp, Neogenomics, NBIX, and represent 17.42% of Braidwell's stock portfolio.
- Added to shares of these 10 stocks: Alphatec Hldgs (+$63M), IRTC (+$46M), GH (+$46M), Generate Biomedicines Ord (+$45M), ARGX (+$39M), GLUE (+$37M), RYTM (+$27M), ESTA (+$26M), CRVS (+$26M), ATEC (+$24M).
- Started 31 new stock positions in DMRA, CELC, NKTR, BSX, ACRS, VYNE, Helix Acquisition Corp Iii, ESTA, Zenas Biopharma, RVTY.
- Reduced shares in these 10 stocks: EWTX (-$90M), Guardant Health (-$74M), Irhythm Technologies (-$73M), CGON (-$60M), ALGN (-$60M), Ironwood Pharmaceuticals (-$51M), SYRE (-$35M), RAPT (-$32M), DNTH (-$31M), XENE (-$28M).
- Sold out of its positions in ADPT, ALGN, BLLN, BIIB, CSTL, Irhythm Technologies, Ironwood Pharmaceuticals, KPTI, LEGN, ORKA. RAPT, RLMD, TERN, VTYX, XNCR, ICLR.
- Braidwell was a net seller of stock by $-110M.
- Braidwell has $3.0B in assets under management (AUM), dropping by -4.13%.
- Central Index Key (CIK): 0001920938
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Portfolio Holdings for Braidwell
Braidwell holds 88 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Caris Life Sciences (CAI) | 4.8 | $143M | +2% | 8.0M | 17.88 |
|
| Guardant Health Debt 1.250% 2/1 (Principal) | 3.4 | $103M | -41% | 61M | 1.68 |
|
| Repligen Corp Note 1.000%12/1 (Principal) | 3.3 | $99M | 101M | 0.98 |
|
|
| Neogenomics Note 0.250% 1/1 (Principal) | 3.1 | $92M | 100M | 0.92 |
|
|
| Neurocrine Biosciences (NBIX) | 2.9 | $86M | -13% | 652k | 131.74 |
|
| Glaukos (GKOS) | 2.7 | $82M | -17% | 764k | 107.66 |
|
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 2.6 | $79M | -9% | 2.0M | 39.72 |
|
| Xenon Pharmaceuticals (XENE) | 2.6 | $78M | -26% | 1.3M | 58.15 |
|
| Dianthus Therapeutics (DNTH) | 2.5 | $76M | -29% | 899k | 83.92 |
|
| Edgewise Therapeutics (EWTX) | 2.5 | $74M | -54% | 2.3M | 31.50 |
|
| Irhythm Technologies (IRTC) | 2.4 | $72M | +180% | 610k | 118.02 |
|
| Nuvalent Inc-a (NUVL) | 2.4 | $72M | -14% | 700k | 102.45 |
|
| Kodiak Sciences (KOD) | 2.3 | $69M | -12% | 1.8M | 38.12 |
|
| Cg Oncology (CGON) | 2.2 | $67M | -47% | 985k | 67.68 |
|
| Alphatec Hldgs Note 0.750% 3/1 (Principal) | 2.1 | $63M | NEW | 62M | 1.03 |
|
| Argenx Se Sponsored Adr (ARGX) | 2.1 | $62M | +173% | 85k | 730.25 |
|
| Hinge Health Cl A (HNGE) | 1.9 | $56M | +11% | 1.5M | 38.56 |
|
| ACADIA Pharmaceuticals (ACAD) | 1.8 | $55M | +21% | 2.5M | 22.26 |
|
| Monte Rosa Therapeutics (GLUE) | 1.8 | $53M | +238% | 3.2M | 16.45 |
|
| Krystal Biotech (KRYS) | 1.6 | $47M | -9% | 182k | 258.32 |
|
| Spyre Therapeutics Com New (SYRE) | 1.6 | $47M | -42% | 933k | 50.44 |
|
| Guardant Health (GH) | 1.5 | $46M | NEW | 500k | 92.37 |
|
| Thermo Fisher Scientific (TMO) | 1.5 | $46M | +15% | 93k | 491.53 |
|
| Generate Biomedicines Com Shs | 1.5 | $45M | NEW | 3.6M | 12.50 |
|
| Mbx Biosciences (MBX) | 1.5 | $45M | +46% | 1.5M | 29.85 |
|
| Brightspring Health Svcs (BTSG) | 1.4 | $43M | -14% | 1.0M | 42.61 |
|
| Celldex Therapeutics Com New (CLDX) | 1.4 | $43M | -27% | 1.4M | 31.72 |
|
| Neogenomics Com New (NEO) | 1.4 | $42M | +21% | 5.6M | 7.42 |
|
| Apogee Therapeutics (APGE) | 1.3 | $40M | -16% | 479k | 84.17 |
|
| Bright Minds Biosciences Com New (DRUG) | 1.3 | $39M | +66% | 540k | 72.97 |
|
| Caredx (CDNA) | 1.3 | $38M | +37% | 2.2M | 17.36 |
|
| Intuitive Surgical Com New (ISRG) | 1.2 | $36M | -7% | 77k | 460.99 |
|
| Inspire Med Sys (INSP) | 1.2 | $35M | +25% | 678k | 51.58 |
|
| Penumbra (PEN) | 1.2 | $35M | -4% | 105k | 328.37 |
|
| Transmedics Group (TMDX) | 1.1 | $33M | +4% | 329k | 99.41 |
|
| Soleno Therapeutics (SLNO) | 1.1 | $32M | -19% | 959k | 33.48 |
|
| Dyne Therapeutics (DYN) | 1.0 | $31M | +13% | 1.7M | 18.13 |
|
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 1.0 | $29M | +22% | 10M | 2.83 |
|
| Illumina (ILMN) | 0.9 | $28M | -15% | 229k | 123.26 |
|
| Kymera Therapeutics (KYMR) | 0.9 | $28M | -25% | 338k | 83.29 |
|
| BioMarin Pharmaceutical (BMRN) | 0.9 | $28M | -17% | 497k | 56.49 |
|
| Nurix Therapeutics (NRIX) | 0.9 | $27M | -19% | 1.8M | 15.50 |
|
| Rhythm Pharmaceuticals (RYTM) | 0.9 | $27M | NEW | 311k | 86.97 |
|
| Danaher Corporation (DHR) | 0.9 | $26M | +17% | 139k | 189.60 |
|
| Establishment Labs Holdings Ord (ESTA) | 0.9 | $26M | NEW | 464k | 56.78 |
|
| Tectonic Therapeutic (TECX) | 0.9 | $26M | -8% | 847k | 30.91 |
|
| Natera (NTRA) | 0.9 | $26M | +15% | 129k | 199.99 |
|
| Corvus Pharmaceuticals (CRVS) | 0.9 | $26M | NEW | 1.8M | 14.63 |
|
| Fulcrum Therapeutics (FULC) | 0.8 | $24M | +2% | 3.1M | 7.67 |
|
| Zura Bio Class A Ord Shs (ZURA) | 0.8 | $24M | +25% | 4.0M | 5.95 |
|
| Alphatec Hldgs Com New (ATEC) | 0.8 | $24M | NEW | 2.2M | 10.88 |
|
| Damora Therapeutics Com New (DMRA) | 0.8 | $23M | NEW | 895k | 25.90 |
|
| Boston Scientific Corporation (BSX) | 0.7 | $22M | NEW | 347k | 62.75 |
|
| Vera Therapeutics Cl A (VERA) | 0.7 | $21M | -33% | 524k | 40.23 |
|
| Bioage Labs (BIOA) | 0.7 | $21M | NEW | 1.2M | 17.49 |
|
| CVS Caremark Corporation (CVS) | 0.7 | $21M | -48% | 291k | 71.82 |
|
| Tarsus Pharmaceuticals (TARS) | 0.6 | $19M | NEW | 266k | 70.15 |
|
| Anthem (ELV) | 0.6 | $18M | NEW | 62k | 292.75 |
|
| Orthopediatrics Corp. (KIDS) | 0.6 | $18M | 1.1M | 15.87 |
|
|
| Engene Holdings (ENGN) | 0.6 | $17M | -21% | 2.5M | 6.81 |
|
| Nektar Therapeutics Com New (NKTR) | 0.5 | $16M | NEW | 223k | 71.95 |
|
| Acadia Healthcare (ACHC) | 0.5 | $15M | NEW | 646k | 23.39 |
|
| Oric Pharmaceuticals (ORIC) | 0.5 | $14M | NEW | 1.1M | 12.67 |
|
| Aveanna Healthcare Hldgs (AVAH) | 0.5 | $14M | NEW | 2.2M | 6.44 |
|
| X4 Pharmaceuticals Com New (XFOR) | 0.5 | $14M | -2% | 3.3M | 4.13 |
|
| Zenas Biopharma Note 2.500% 4/0 (Principal) | 0.4 | $14M | NEW | 13M | 1.03 |
|
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 0.4 | $13M | -13% | 273k | 48.15 |
|
| Evolus (EOLS) | 0.4 | $13M | 3.1M | 4.11 |
|
|
| Tg Therapeutics (TGTX) | 0.4 | $12M | NEW | 359k | 33.22 |
|
| Surrozen Com New (SRZN) | 0.4 | $12M | -15% | 396k | 29.13 |
|
| Centene Corporation (CNC) | 0.4 | $11M | NEW | 330k | 32.74 |
|
| Eliem Therapeutics (CLYM) | 0.3 | $11M | NEW | 1.5M | 6.85 |
|
| Compass Therapeutics (CMPX) | 0.3 | $10M | -29% | 2.0M | 5.29 |
|
| Ionis Pharmaceuticals (IONS) | 0.3 | $9.8M | NEW | 131k | 75.09 |
|
| Helix Acquisition Corp Iii Usd Cl A Ord Shs | 0.3 | $9.3M | NEW | 900k | 10.30 |
|
| Vor Biopharma Com New (VOR) | 0.3 | $8.3M | NEW | 467k | 17.84 |
|
| Revolution Medicines (RVMD) | 0.3 | $8.3M | NEW | 85k | 97.25 |
|
| Grail (GRAL) | 0.2 | $7.4M | 143k | 51.68 |
|
|
| Aclaris Therapeutics (ACRS) | 0.2 | $6.4M | NEW | 1.7M | 3.75 |
|
| Denali Therapeutics (DNLI) | 0.2 | $5.7M | NEW | 296k | 19.20 |
|
| Repligen Corporation (RGEN) | 0.2 | $5.6M | -41% | 48k | 117.82 |
|
| Harrow Health (HROW) | 0.2 | $5.5M | -47% | 156k | 35.26 |
|
| PerkinElmer (RVTY) | 0.1 | $4.2M | NEW | 48k | 87.61 |
|
| Celcuity (CELC) | 0.1 | $3.3M | NEW | 29k | 114.14 |
|
| Praxis Precision Medicines I Com New (PRAX) | 0.1 | $3.2M | NEW | 10k | 322.19 |
|
| Arrowhead Pharmaceuticals In Note 1/1 (Principal) | 0.1 | $2.3M | NEW | 2.3M | 1.04 |
|
| Pulmonx Corp (LUNG) | 0.0 | $971k | 753k | 1.29 |
|
|
| Vyne Therapeutics (VYNE) | 0.0 | $547k | NEW | 916k | 0.60 |
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Past Filings by Braidwell
SEC 13F filings are viewable for Braidwell going back to 2022
- Braidwell 2026 Q1 filed May 15, 2026
- Braidwell 2025 Q4 filed Feb. 17, 2026
- Braidwell 2025 Q3 filed Nov. 14, 2025
- Braidwell 2025 Q2 filed Aug. 14, 2025
- Braidwell 2025 Q1 filed May 15, 2025
- Braidwell 2024 Q4 filed Feb. 14, 2025
- Braidwell 2024 Q3 filed Nov. 14, 2024
- Braidwell 2024 Q2 filed Aug. 14, 2024
- Braidwell 2024 Q1 filed May 15, 2024
- Braidwell 2023 Q4 filed Feb. 14, 2024
- Braidwell 2023 Q3 filed Nov. 14, 2023
- Braidwell 2023 Q2 filed Aug. 14, 2023
- Braidwell 2023 Q1 filed May 15, 2023
- Braidwell 2022 Q4 filed Feb. 14, 2023