Braidwell

Braidwell as of Sept. 30, 2025

Portfolio Holdings for Braidwell

Braidwell holds 73 positions in its portfolio as reported in the September 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) 8.5 $286M 220M 1.30
Caris Life Sciences (CAI) 6.6 $221M 7.3M 30.25
Novocure Note 11/0 (Principal) 6.2 $210M 211M 0.99
Xenon Pharmaceuticals (XENE) 4.3 $145M 3.6M 40.15
Cg Oncology (CGON) 3.9 $132M 3.3M 40.28
Neurocrine Biosciences (NBIX) 3.7 $124M 880k 140.38
Repligen Corp Note 1.000%12/1 (Principal) 3.0 $102M 101M 1.01
Krystal Biotech (KRYS) 2.7 $92M 520k 176.53
Nuvalent Inc-a (NUVL) 2.6 $88M 1.0M 86.48
Neogenomics Note 0.250% 1/1 (Principal) 2.6 $87M 100M 0.86
Soleno Therapeutics (SLNO) 2.6 $87M 1.3M 67.60
Irhythm Technologies Note 1.500% 9/0 (Principal) 2.5 $85M 62M 1.38
Edgewise Therapeutics (EWTX) 2.5 $85M 5.2M 16.22
Ironwood Pharmaceuticals Note 1.500% 6/1 (Principal) 2.2 $73M 82M 0.89
Inspire Med Sys (INSP) 1.9 $66M 884k 74.20
Glaukos (GKOS) 1.9 $64M 780k 81.55
Danaher Corporation (DHR) 1.8 $61M 309k 198.26
Legend Biotech Corp Sponsored Ads (LEGN) 1.8 $60M 1.8M 32.61
Intuitive Surgical Com New (ISRG) 1.7 $58M 130k 447.23
Apogee Therapeutics (APGE) 1.7 $57M 1.4M 39.73
Argenx Se Sponsored Adr (ARGX) 1.7 $56M 76k 737.56
Thermo Fisher Scientific (TMO) 1.6 $55M 114k 485.02
Align Technology (ALGN) 1.5 $51M 410k 125.22
ACADIA Pharmaceuticals (ACAD) 1.5 $51M 2.4M 21.34
Hinge Health Cl A (HNGE) 1.3 $45M 911k 49.08
Spyre Therapeutics Com New (SYRE) 1.3 $43M 2.6M 16.76
Transmedics Group (TMDX) 1.2 $39M 351k 112.20
Irhythm Technologies (IRTC) 1.2 $39M 226k 171.99
Penumbra (PEN) 1.1 $36M 142k 253.32
Karyopharm Therapeutics Note 6.000% 5/1 (Principal) 1.0 $35M 49M 0.72
Dyne Therapeutics (DYN) 1.0 $35M 2.7M 12.65
CVS Caremark Corporation (CVS) 1.0 $33M 439k 75.39
Dianthus Therapeutics (DNTH) 1.0 $33M 835k 39.35
Caredx (CDNA) 0.9 $32M 2.2M 14.54
BioMarin Pharmaceutical (BMRN) 0.8 $29M 528k 54.16
Globus Med Cl A (GMED) 0.8 $29M 498k 57.27
Oruka Therapeutics (ORKA) 0.8 $27M 1.4M 19.23
Repligen Corporation (RGEN) 0.8 $26M 196k 133.67
Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) 0.7 $25M 643k 38.83
Tenet Healthcare Corp Com New (THC) 0.7 $25M 122k 203.04
Maravai Lifesciences Hldgs I Com Cl A (MRVI) 0.7 $24M 8.4M 2.87
EXACT Sciences Corporation (EXAS) 0.7 $23M 415k 54.71
Akero Therapeutics (AKRO) 0.7 $23M 475k 47.48
Alphatec Hldgs Com New (ATEC) 0.7 $22M 1.5M 14.54
Orthopediatrics Corp. (KIDS) 0.6 $21M 1.1M 18.53
Viking Therapeutics (VKTX) 0.6 $20M 760k 26.28
Castle Biosciences (CSTL) 0.6 $19M 823k 22.77
Bright Minds Biosciences Com New (DRUG) 0.5 $18M 304k 60.66
Ultragenyx Pharmaceutical (RARE) 0.5 $18M 589k 30.08
Harrow Health (HROW) 0.5 $17M 342k 48.18
Sarepta Therapeutics (SRPT) 0.5 $16M 832k 19.27
Kymera Therapeutics (KYMR) 0.5 $16M 277k 56.60
Engene Holdings (ENGN) 0.5 $16M 2.3M 6.83
Day One Biopharmaceuticals I (DAWN) 0.5 $15M 2.2M 7.05
Celldex Therapeutics Com New (CLDX) 0.5 $15M 592k 25.87
Xencor (XNCR) 0.4 $15M 1.2M 11.73
Avidity Biosciences Ord (RNA) 0.4 $15M 332k 43.57
Encompass Health Corp (EHC) 0.4 $14M 113k 127.02
Vera Therapeutics Cl A (VERA) 0.4 $14M 473k 29.06
Neogenomics Com New (NEO) 0.4 $14M 1.8M 7.72
Dexcom Note 0.250%11/1 (Principal) 0.4 $13M 14M 0.99
Tectonic Therapeutic (TECX) 0.3 $12M 737k 15.69
Replimune Group (REPL) 0.3 $12M 2.8M 4.19
Adaptive Biotechnologies Cor (ADPT) 0.3 $11M 736k 14.96
Zura Bio Class A Ord Shs (ZURA) 0.3 $11M 2.5M 4.33
Sionna Therapeutics (SION) 0.3 $9.2M 314k 29.41
Amylyx Pharmaceuticals (AMLX) 0.2 $8.3M 613k 13.59
Royalty Pharma Shs Class A (RPRX) 0.2 $6.4M 182k 35.28
Immunocore Hldgs Note 2.500% 2/0 (Principal) 0.2 $6.2M 6.8M 0.91
Fulcrum Therapeutics (FULC) 0.1 $2.0M 220k 9.20
Surrozen Com New (SRZN) 0.1 $1.8M 140k 12.88
Heartflow Inc/Sh (HTFL) 0.0 $1.7M 50k 33.66
Pulmonx Corp (LUNG) 0.0 $1.2M 753k 1.62