Braidwell
Latest statistics and disclosures from Braidwell's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CAI, HNGE, GKOS, EWTX, SYRE, and represent 18.48% of Braidwell's stock portfolio.
- Added to shares of these 10 stocks: HUM (+$46M), ATEC (+$38M), MAZE (+$34M), AVTX (+$30M), Alamar Biosciences (+$29M), ORKA (+$27M), Avalyn Pharma (+$26M), DMRA (+$19M), TMDX (+$19M), RGEN (+$18M).
- Started 24 new stock positions in WAT, Research Alliance Corp Iii, CYCN, Jatt Ii Acquisition Corp, IMUX, HUM, MAZE, MNKD, OVID, ANL. Alamar Biosciences, Kardigan Ord, GHRS, OCS, Hemab Therapeutics Holdings, Seaport Therapeutics, DGX, IMCR, QURE, AVTX, TENX, Amanat Acquisition Corp, Avalyn Pharma, ORKA.
- Reduced shares in these 10 stocks: Guardant Health (-$103M), Repligen Corp (-$87M), Centessa Pharmaceuticals (-$79M), Neogenomics (-$77M), NUVL (-$72M), CGON (-$67M), ARGX (-$62M), NBIX (-$53M), GH (-$53M), MBX (-$43M).
- Sold out of its positions in APGE, Arrowhead Pharmaceuticals In Note 1/1, BMRN, CVS, CELC, CNC, Centessa Pharmaceuticals, CGON, CMPX, DNLI.
- Braidwell was a net seller of stock by $-844M.
- Braidwell has $2.7B in assets under management (AUM), dropping by -9.82%.
- Central Index Key (CIK): 0001920938
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Portfolio Holdings for Braidwell
Braidwell holds 86 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Caris Life Sciences (CAI) | 5.4 | $147M | +3% | 8.3M | 17.82 |
|
| Hinge Health Cl A (HNGE) | 4.1 | $110M | -8% | 1.3M | 83.00 |
|
| Glaukos (GKOS) | 3.1 | $83M | -22% | 592k | 139.76 |
|
| Edgewise Therapeutics (EWTX) | 3.0 | $81M | -14% | 2.0M | 40.63 |
|
| Spyre Therapeutics Com New (SYRE) | 2.9 | $78M | -5% | 880k | 88.78 |
|
| Irhythm Technologies (IRTC) | 2.9 | $78M | +7% | 654k | 118.95 |
|
| Neogenomics Com New (NEO) | 2.7 | $72M | -12% | 4.9M | 14.59 |
|
| Kodiak Sciences (KOD) | 2.6 | $70M | 1.8M | 38.96 |
|
|
| Xenon Pharmaceuticals (XENE) | 2.5 | $68M | -15% | 1.1M | 60.36 |
|
| Alphatec Hldgs Note 0.750% 3/1 (Principal) | 2.4 | $66M | +12% | 69M | 0.96 |
|
| Monte Rosa Therapeutics (GLUE) | 2.2 | $59M | -23% | 2.5M | 24.20 |
|
| Dianthus Therapeutics (DNTH) | 2.1 | $58M | -33% | 595k | 97.48 |
|
| Neurocrine Biosciences (NBIX) | 2.1 | $57M | -48% | 336k | 168.53 |
|
| Alphatec Hldgs Com New (ATEC) | 2.1 | $57M | +200% | 6.5M | 8.65 |
|
| Generate Biomedicines Com Shs (GENB) | 2.0 | $55M | -8% | 3.3M | 16.87 |
|
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 2.0 | $54M | -15% | 8.7M | 6.24 |
|
| Krystal Biotech (KRYS) | 1.8 | $48M | -29% | 129k | 371.67 |
|
| Humana (HUM) | 1.7 | $46M | NEW | 115k | 397.22 |
|
| Thermo Fisher Scientific (TMO) | 1.7 | $45M | -3% | 89k | 501.36 |
|
| Kymera Therapeutics (KYMR) | 1.6 | $43M | +12% | 378k | 114.67 |
|
| Rhythm Pharmaceuticals (RYTM) | 1.6 | $42M | +22% | 381k | 111.03 |
|
| Damora Therapeutics Com New (DMRA) | 1.6 | $42M | +81% | 1.6M | 26.01 |
|
| ACADIA Pharmaceuticals (ACAD) | 1.5 | $42M | -33% | 1.6M | 25.30 |
|
| Brightspring Health Svcs (BTSG) | 1.5 | $42M | -41% | 597k | 69.74 |
|
| Transmedics Group (TMDX) | 1.5 | $41M | +85% | 610k | 66.42 |
|
| Mbx Biosciences (MBX) | 1.5 | $39M | -52% | 711k | 55.20 |
|
| Eliem Therapeutics (CLYM) | 1.3 | $37M | +82% | 2.8M | 13.04 |
|
| Caredx (CDNA) | 1.3 | $35M | -43% | 1.2M | 28.50 |
|
| Maze Therapeatics (MAZE) | 1.3 | $34M | NEW | 1.1M | 29.84 |
|
| Bright Minds Biosciences Com New (DRUG) | 1.3 | $34M | -10% | 484k | 70.20 |
|
| Acadia Healthcare (ACHC) | 1.2 | $34M | +76% | 1.1M | 29.53 |
|
| Nektar Therapeutics Com New (NKTR) | 1.2 | $33M | +112% | 474k | 69.81 |
|
| Corvus Pharmaceuticals (CRVS) | 1.2 | $32M | +21% | 2.1M | 14.94 |
|
| Nurix Therapeutics (NRIX) | 1.2 | $31M | -26% | 1.3M | 24.26 |
|
| Inspire Med Sys (INSP) | 1.1 | $30M | 678k | 44.61 |
|
|
| Avalo Therapeutics Com New (AVTX) | 1.1 | $30M | NEW | 1.6M | 18.48 |
|
| Alamar Biosciences Common Stock | 1.1 | $29M | NEW | 1.1M | 27.09 |
|
| Danaher Corporation (DHR) | 1.1 | $29M | +8% | 151k | 190.48 |
|
| Intuitive Surgical Com New (ISRG) | 1.0 | $28M | -9% | 70k | 397.68 |
|
| Oruka Therapeutics (ORKA) | 1.0 | $27M | NEW | 278k | 95.17 |
|
| Avalyn Pharmaceuticals Com Shs | 1.0 | $26M | NEW | 801k | 32.92 |
|
| Aveanna Healthcare Hldgs (AVAH) | 1.0 | $26M | +39% | 3.1M | 8.57 |
|
| Bioage Labs (BIOA) | 0.9 | $25M | -13% | 1.0M | 24.51 |
|
| Boston Scientific Corporation (BSX) | 0.9 | $25M | +69% | 588k | 42.68 |
|
| Vera Therapeutics Cl A (VERA) | 0.9 | $24M | +7% | 565k | 42.91 |
|
| Repligen Corporation (RGEN) | 0.9 | $24M | +272% | 177k | 136.44 |
|
| Zura Bio Class A Ord Shs (ZURA) | 0.9 | $24M | 4.0M | 5.90 |
|
|
| Guardant Health (GH) | 0.8 | $22M | -70% | 148k | 150.03 |
|
| Evolus (EOLS) | 0.8 | $22M | 3.2M | 6.94 |
|
|
| Natera (NTRA) | 0.8 | $22M | -38% | 80k | 271.45 |
|
| Orthopediatrics Corp. (KIDS) | 0.8 | $21M | 1.1M | 19.13 |
|
|
| Anthem (ELV) | 0.8 | $21M | -13% | 54k | 386.73 |
|
| Tectonic Therapeutic (TECX) | 0.8 | $21M | -29% | 597k | 34.38 |
|
| Dyne Therapeutics (DYN) | 0.8 | $21M | -45% | 922k | 22.21 |
|
| Neogenomics Note 0.250% 1/1 (Principal) | 0.6 | $17M | -82% | 18M | 0.94 |
|
| Immunocore Hldgs Ads (IMCR) | 0.6 | $17M | NEW | 521k | 31.75 |
|
| Repligen Corp Note 1.000%12/1 (Principal) | 0.6 | $16M | -84% | 16M | 1.03 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.6 | $16M | -79% | 18k | 927.77 |
|
| Celldex Therapeutics Com New (CLDX) | 0.6 | $16M | -67% | 437k | 37.21 |
|
| Ovid Therapeutics (OVID) | 0.6 | $16M | NEW | 5.9M | 2.69 |
|
| Mannkind Corp Com New (MNKD) | 0.5 | $15M | NEW | 3.5M | 4.26 |
|
| Uniqure Nv SHS (QURE) | 0.5 | $14M | NEW | 302k | 46.06 |
|
| X4 Pharmaceuticals Com New (XFOR) | 0.5 | $14M | -10% | 2.9M | 4.67 |
|
| Oric Pharmaceuticals (ORIC) | 0.5 | $13M | +7% | 1.2M | 10.83 |
|
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 0.4 | $12M | -32% | 184k | 63.95 |
|
| Oculis Holding Ordinary Shares (OCS) | 0.4 | $12M | NEW | 834k | 13.87 |
|
| Aclaris Therapeutics (ACRS) | 0.4 | $11M | +26% | 2.1M | 5.29 |
|
| Seaport Therapeutics Common Stock | 0.4 | $11M | NEW | 500k | 21.72 |
|
| Vor Biopharma Com New (VOR) | 0.4 | $11M | +22% | 573k | 18.41 |
|
| Surrozen Com New (SRZN) | 0.4 | $10M | 391k | 25.95 |
|
|
| Immunic Com New (IMUX) | 0.4 | $9.9M | NEW | 645k | 15.37 |
|
| Helix Acquisition Corp Iii Usd Cl A Ord Shs (HLXC) | 0.4 | $9.5M | 900k | 10.60 |
|
|
| Ionis Pharmaceuticals (IONS) | 0.3 | $9.3M | -10% | 117k | 79.29 |
|
| Quest Diagnostics Incorporated (DGX) | 0.3 | $9.2M | NEW | 43k | 211.95 |
|
| Adlai Nortye Sponsored Ads (ANL) | 0.3 | $9.1M | NEW | 795k | 11.50 |
|
| Tenax Therapeutics Com New (TENX) | 0.3 | $8.5M | NEW | 584k | 14.55 |
|
| Kardigan Ord | 0.3 | $7.2M | NEW | 300k | 23.85 |
|
| Amanat Acquisition Corp Cl A Ord | 0.3 | $7.1M | NEW | 700k | 10.16 |
|
| Hemab Therapeutics Hldgs Com Shs | 0.2 | $5.9M | NEW | 160k | 36.73 |
|
| Gh Research Ordinary Shares (GHRS) | 0.2 | $5.6M | NEW | 207k | 26.88 |
|
| Waters Corporation (WAT) | 0.2 | $5.3M | NEW | 14k | 375.04 |
|
| Research Alliance Corp Iii Ord Shs Cl A | 0.2 | $4.3M | NEW | 400k | 10.70 |
|
| Jatt Ii Acquisition Corp Ord Shs | 0.1 | $2.8M | NEW | 250k | 11.36 |
|
| Pulmonx Corp (LUNG) | 0.0 | $978k | 753k | 1.30 |
|
|
| Vyne Therapeutics (VYNE) | 0.0 | $596k | 916k | 0.65 |
|
|
| Cyclerion Therapeutics (CYCN) | 0.0 | $532k | NEW | 157k | 3.39 |
|
Past Filings by Braidwell
SEC 13F filings are viewable for Braidwell going back to 2022
- Braidwell 2026 Q2 filed Aug. 14, 2026
- 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