Braidwell

Braidwell as of Dec. 31, 2025

Portfolio Holdings for Braidwell

Braidwell holds 73 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Caris Life Sciences (CAI) 6.7 $211M 7.8M 26.98
Guardant Health Debt 1.250% 2/1 (Principal) 6.2 $192M 105M 1.83
Edgewise Therapeutics (EWTX) 4.1 $129M 5.2M 24.82
Repligen Corp Note 1.000%12/1 (Principal) 3.5 $111M 101M 1.10
Neurocrine Biosciences (NBIX) 3.4 $107M 752k 141.83
Glaukos (GKOS) 3.3 $104M 922k 112.91
Neogenomics Note 0.250% 1/1 (Principal) 2.9 $90M 100M 0.89
Nuvalent Inc-a (NUVL) 2.6 $83M 821k 100.59
Xenon Pharmaceuticals (XENE) 2.6 $82M 1.8M 44.82
Cg Oncology (CGON) 2.5 $78M 1.9M 41.52
Irhythm Technologies Note 1.500% 9/0 (Principal) 2.3 $73M 52M 1.40
Hinge Health Cl A (HNGE) 1.9 $61M 1.3M 46.45
Align Technology (ALGN) 1.9 $60M 381k 156.15
Kodiak Sciences (KOD) 1.9 $58M 2.1M 27.96
Soleno Therapeutics (SLNO) 1.8 $55M 1.2M 46.30
Centessa Pharmaceuticals Sponsored Ads (CNTA) 1.8 $55M 2.2M 25.01
Neogenomics Com New (NEO) 1.7 $55M 4.6M 11.76
ACADIA Pharmaceuticals (ACAD) 1.7 $54M 2.0M 26.71
Spyre Therapeutics Com New (SYRE) 1.7 $54M 1.6M 32.76
Dianthus Therapeutics (DNTH) 1.7 $53M 1.3M 41.21
Ironwood Pharmaceuticals Note 1.500% 6/1 (Principal) 1.6 $51M 53M 0.94
Celldex Therapeutics Com New (CLDX) 1.6 $51M 1.9M 27.16
Inspire Med Sys (INSP) 1.6 $50M 541k 92.23
Krystal Biotech (KRYS) 1.6 $50M 202k 246.54
Intuitive Surgical Com New (ISRG) 1.5 $47M 83k 566.36
Thermo Fisher Scientific (TMO) 1.5 $47M 81k 579.45
Brightspring Health Svcs (BTSG) 1.4 $45M 1.2M 37.45
CVS Caremark Corporation (CVS) 1.4 $45M 564k 79.36
Apogee Therapeutics (APGE) 1.4 $43M 575k 75.48
Nurix Therapeutics (NRIX) 1.3 $41M 2.2M 18.97
Vera Therapeutics Cl A (VERA) 1.3 $40M 785k 50.64
Irhythm Technologies (IRTC) 1.2 $39M 217k 177.44
Transmedics Group (TMDX) 1.2 $38M 315k 121.65
BioMarin Pharmaceutical (BMRN) 1.1 $36M 602k 59.43
Illumina (ILMN) 1.1 $35M 270k 131.16
Kymera Therapeutics (KYMR) 1.1 $35M 454k 77.81
Fulcrum Therapeutics (FULC) 1.1 $35M 3.1M 11.31
Penumbra (PEN) 1.1 $34M 110k 310.91
Mbx Biosciences (MBX) 1.0 $32M 1.0M 31.54
Rapt Therapeutics Com New (RAPT) 1.0 $32M 930k 33.87
Caredx (CDNA) 1.0 $30M 1.6M 18.84
Dyne Therapeutics (DYN) 0.9 $29M 1.5M 19.56
Engene Holdings (ENGN) 0.9 $28M 3.1M 9.03
Legend Biotech Corp Sponsored Ads (LEGN) 0.9 $28M 1.3M 21.74
Maravai Lifesciences Hldgs I Com Cl A (MRVI) 0.9 $27M 8.4M 3.25
Danaher Corporation (DHR) 0.9 $27M 118k 228.92
Argenx Se Sponsored Adr (ARGX) 0.8 $26M 31k 840.95
Natera (NTRA) 0.8 $26M 112k 229.09
Bright Minds Biosciences Com New (DRUG) 0.8 $25M 324k 78.04
Terns Pharmaceuticals (TERN) 0.7 $23M 575k 40.40
Evolus (EOLS) 0.7 $21M 3.1M 6.65
Biogen Idec (BIIB) 0.7 $20M 116k 175.99
Orthopediatrics Corp. (KIDS) 0.6 $20M 1.1M 17.76
Tectonic Therapeutic (TECX) 0.6 $19M 928k 20.86
Ventyx Biosciences (VTYX) 0.6 $17M 1.9M 9.03
Zura Bio Class A Ord Shs (ZURA) 0.5 $17M 3.2M 5.24
Compass Therapeutics (CMPX) 0.5 $15M 2.8M 5.37
Monte Rosa Therapeutics (GLUE) 0.5 $15M 948k 15.68
Harrow Health (HROW) 0.5 $15M 295k 49.00
X4 Pharmaceuticals Com New (XFOR) 0.4 $14M 3.4M 4.00
Repligen Corporation (RGEN) 0.4 $13M 82k 163.86
Icon SHS (ICLR) 0.4 $13M 73k 182.22
Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) 0.4 $13M 314k 41.25
Grail (GRAL) 0.4 $12M 143k 85.59
Surrozen Com New (SRZN) 0.3 $11M 470k 22.60
Relmada Therapeutics (RLMD) 0.2 $7.6M 1.6M 4.83
Xencor (XNCR) 0.2 $7.0M 459k 15.31
Castle Biosciences (CSTL) 0.2 $6.9M 177k 38.90
Adaptive Biotechnologies Cor (ADPT) 0.2 $5.1M 312k 16.24
Billiontoone Cl A (BLLN) 0.1 $4.1M 50k 81.84
Oruka Therapeutics (ORKA) 0.1 $2.6M 85k 30.31
Karyopharm Therapeutics Com New (KPTI) 0.1 $2.2M 303k 7.36
Pulmonx Corp (LUNG) 0.1 $1.7M 753k 2.21