Braidwell

Braidwell as of Dec. 31, 2024

Portfolio Holdings for Braidwell

Braidwell holds 73 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Guardant Health Note11/1 (Principal) 6.7 $226M 268M 0.84
Bridgebio Pharma Note 2.500% 3/1 (Principal) 4.4 $148M 141M 1.05
Novocure Note11/0 (Principal) 4.0 $135M 141M 0.95
Neurocrine Biosciences (NBIX) 3.6 $123M 902k 136.50
Repligen Corp Note 1.000%12/1 (Principal) 3.4 $115M 112M 1.02
Xenon Pharmaceuticals (XENE) 3.4 $114M 2.9M 39.20
Nuvasive Note 0.375% 3/1 (Principal) 3.4 $113M 114M 0.99
Neogenomics Note 0.250% 1/1 (Principal) 2.9 $98M 116M 0.84
Legend Biotech Corp Sponsored Ads (LEGN) 2.9 $97M 3.0M 32.54
Cg Oncology (CGON) 2.8 $94M 3.3M 28.68
Guardant Health (GH) 2.6 $87M 2.8M 30.55
Ironwood Pharmaceuticals Note 1.500% 6/1 (Principal) 2.5 $85M 93M 0.92
Align Technology (ALGN) 2.3 $78M 375k 208.51
Dexcom Note 0.375% 5/1 (Principal) 2.2 $74M 83M 0.90
Apogee Therapeutics (APGE) 2.1 $70M 1.5M 45.30
Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) 2.0 $68M 3.5M 19.78
Apellis Pharmaceuticals (APLS) 2.0 $67M 2.1M 31.91
Irhythm Technologies (IRTC) 1.9 $64M 705k 90.17
Edgewise Therapeutics (EWTX) 1.8 $62M 2.3M 26.70
Day One Biopharmaceuticals I (DAWN) 1.8 $62M 4.9M 12.67
Spyre Therapeutics Com New (SYRE) 1.8 $60M 2.6M 23.28
Viking Therapeutics (VKTX) 1.8 $60M 1.5M 40.24
Transmedics Group (TMDX) 1.7 $58M 922k 62.35
Alphatec Hldgs Note 0.750% 8/0 (Principal) 1.6 $55M 58M 0.95
Inspire Med Sys (INSP) 1.6 $54M 293k 185.38
Argenx Se Sponsored Adr (ARGX) 1.5 $50M 81k 615.00
Thermo Fisher Scientific (TMO) 1.4 $47M 90k 520.23
Bridgebio Pharma Note 2.250% 2/0 (Principal) 1.4 $46M 54M 0.86
Maravai Lifesciences Hldgs I Com Cl A (MRVI) 1.3 $46M 8.4M 5.45
Sarepta Therapeutics (SRPT) 1.3 $44M 365k 121.59
Penumbra (PEN) 1.3 $44M 184k 237.48
Glaukos (GKOS) 1.3 $43M 289k 149.94
Avadel Pharmaceuticals Com Shs (AVDL) 1.3 $43M 4.1M 10.51
Repligen Corporation (RGEN) 1.2 $41M 284k 143.94
Paragon 28 (FNA) 1.2 $40M 3.8M 10.33
Intuitive Surgical Com New (ISRG) 1.2 $39M 75k 521.96
Alphatec Hldgs Com New (ATEC) 1.2 $39M 4.3M 9.18
Biontech Se Sponsored Ads (BNTX) 1.0 $35M 310k 113.95
Bicara Therapeutics (BCAX) 1.0 $35M 2.0M 17.42
Krystal Biotech (KRYS) 0.9 $31M 201k 156.66
Harrow Health (HROW) 0.9 $30M 907k 33.55
Keros Therapeutics (KROS) 0.9 $30M 1.9M 15.83
Oruka Therapeutics (ORKA) 0.8 $27M 1.1M 23.61
Dianthus Therapeutics (DNTH) 0.8 $26M 1.2M 21.80
Orthopediatrics Corp. (KIDS) 0.8 $26M 1.1M 23.18
Immatics SHS (IMTX) 0.7 $25M 3.5M 7.11
Geron Corporation (GERN) 0.7 $25M 7.0M 3.54
Ironwood Pharmaceuticals Com Cl A (IRWD) 0.7 $24M 5.4M 4.43
Bruker Corporation (BRKR) 0.6 $21M 353k 58.62
EXACT Sciences Corporation (EXAS) 0.6 $20M 353k 56.19
Nuvalent Inc-a (NUVL) 0.6 $19M 241k 78.28
Vaxcyte (PCVX) 0.5 $18M 222k 81.86
Replimune Group (REPL) 0.5 $18M 1.5M 12.11
Dexcom Note 0.250%11/1 (Principal) 0.5 $18M 19M 0.97
Amphastar Pharmaceuticals In Note 2.000% 3/1 (Principal) 0.5 $16M 17M 0.94
Dyne Therapeutics (DYN) 0.5 $16M 681k 23.56
Jasper Therapeutics Com New (JSPR) 0.5 $15M 715k 21.38
Cullinan Oncology (CGEM) 0.4 $14M 1.2M 12.18
Xencor (XNCR) 0.4 $14M 616k 22.98
Candel Therapeutics (CADL) 0.4 $14M 1.6M 8.68
Arcus Biosciences Incorporated (RCUS) 0.4 $12M 802k 14.89
Celcuity (CELC) 0.3 $12M 884k 13.09
4d Molecular Therapeutics In (FDMT) 0.2 $6.8M 1.2M 5.57
Nevro (NVRO) 0.2 $6.3M 1.7M 3.72
Zura Bio Class A Ord Shs (ZURA) 0.2 $6.2M 2.5M 2.50
Ceribell (CBLL) 0.2 $5.4M 210k 25.88
Pulmonx Corp (LUNG) 0.2 $5.1M 753k 6.79
Aerovate Therapeutics (AVTE) 0.1 $3.8M 1.4M 2.65
Cutera Note 4.000% 6/0 (Principal) 0.1 $2.6M 29M 0.09
Skye Bioscience Com New (SKYE) 0.1 $2.3M 826k 2.83
Cutera Note 2.250% 6/0 (Principal) 0.1 $2.3M 25M 0.09
Protagonist Therapeutics (PTGX) 0.0 $776k 20k 38.60
Miragen Therapeutics (VRDN) 0.0 $654k 34k 19.17