Braidwell

Braidwell as of June 30, 2025

Portfolio Holdings for Braidwell

Braidwell holds 55 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Guardant Health Debt 1.250% 2/1 (Principal) 8.8 $256M 220M 1.17
Caris Life Sciences (CAI) 6.7 $196M 7.3M 26.72
Neurocrine Biosciences (NBIX) 5.0 $146M 1.2M 125.69
Novocure Note 11/0 (Principal) 4.7 $138M 141M 0.98
Xenon Pharmaceuticals (XENE) 3.9 $113M 3.6M 31.30
Argenx Se Sponsored Adr (ARGX) 3.7 $107M 195k 551.22
Repligen Corp Note 1.000%12/1 (Principal) 3.4 $101M 101M 1.00
Krystal Biotech (KRYS) 3.4 $100M 728k 137.46
Align Technology (ALGN) 3.2 $94M 497k 189.33
Legend Biotech Corp Sponsored Ads (LEGN) 3.1 $90M 2.5M 35.49
Irhythm Technologies Note 1.500% 9/0 (Principal) 3.1 $90M 70M 1.29
Nuvalent Inc-a (NUVL) 3.1 $90M 1.2M 76.30
Neogenomics Note 0.250% 1/1 (Principal) 3.0 $87M 101M 0.86
Cg Oncology (CGON) 2.9 $85M 3.3M 26.00
Ironwood Pharmaceuticals Note 1.500% 6/1 (Principal) 2.7 $78M 93M 0.84
Edgewise Therapeutics (EWTX) 2.3 $68M 5.2M 13.11
Inspire Med Sys (INSP) 2.3 $68M 522k 129.77
Apogee Therapeutics (APGE) 2.2 $64M 1.5M 43.43
Glaukos (GKOS) 2.1 $62M 603k 103.29
Danaher Corporation (DHR) 2.1 $61M 309k 197.54
Thermo Fisher Scientific (TMO) 1.9 $55M 135k 405.46
Intuitive Surgical Com New (ISRG) 1.7 $49M 90k 543.41
Irhythm Technologies (IRTC) 1.6 $46M 300k 153.96
Adaptive Biotechnologies Cor (ADPT) 1.5 $45M 3.9M 11.65
Guardant Health (GH) 1.5 $44M 838k 52.04
Alphatec Hldgs Com New (ATEC) 1.4 $40M 3.6M 11.10
Spyre Therapeutics Com New (SYRE) 1.3 $39M 2.6M 14.97
Viking Therapeutics (VKTX) 1.3 $38M 1.4M 26.50
Karyopharm Therapeutics Note 6.000% 5/1 (Principal) 1.2 $36M 49M 0.73
Transmedics Group (TMDX) 1.2 $34M 255k 134.01
Penumbra (PEN) 1.1 $33M 130k 256.63
Dyne Therapeutics (DYN) 1.1 $31M 3.3M 9.52
Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) 1.0 $31M 1.1M 27.67
Harrow Health (HROW) 0.9 $27M 872k 30.54
Orthopediatrics Corp. (KIDS) 0.8 $24M 1.1M 21.48
Immunocore Hldgs Note 2.500% 2/0 (Principal) 0.8 $23M 27M 0.87
Maravai Lifesciences Hldgs I Com Cl A (MRVI) 0.7 $20M 8.4M 2.41
Apellis Pharmaceuticals (APLS) 0.7 $19M 1.1M 17.31
Sionna Therapeutics (SION) 0.6 $19M 1.1M 17.35
Madrigal Pharmaceuticals (MDGL) 0.6 $18M 61k 302.64
Dexcom Note 0.250%11/1 (Principal) 0.6 $18M 19M 0.98
Repligen Corporation (RGEN) 0.6 $18M 145k 124.38
Oruka Therapeutics (ORKA) 0.6 $17M 1.5M 11.21
Castle Biosciences (CSTL) 0.6 $17M 823k 20.42
UnitedHealth (UNH) 0.5 $15M 49k 311.97
Globus Med Cl A (GMED) 0.5 $15M 247k 59.02
Day One Biopharmaceuticals I (DAWN) 0.5 $14M 2.2M 6.50
Xencor (XNCR) 0.4 $13M 1.7M 7.86
Celcuity (CELC) 0.4 $12M 884k 13.35
Alphatec Hldgs Note 0.750% 8/0 (Principal) 0.2 $5.8M 5.8M 0.99
Crescent Biopharma (CBIO) 0.1 $4.2M 262k 16.14
Replimune Group (REPL) 0.1 $3.9M 423k 9.29
Zura Bio Class A Ord Shs (ZURA) 0.1 $2.6M 2.5M 1.05
Pulmonx Corp (LUNG) 0.1 $1.9M 753k 2.59
Surrozen Com New (SRZN) 0.0 $1.3M 140k 8.94