EdgeMarket › What Braidwell Lp reported owning
What Braidwell Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.0BPositions
88Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| CAI Caris Life Sciences, Inc. | 143.2M | 4.8% | 8.0M | 26.27 | -25.1% |
| unmapped CUSIP 40131MAD1 | 102.6M | 3.4% | 61.0M | — | — |
| unmapped CUSIP 759916AD1 | 98.7M | 3.3% | 101.0M | — | — |
| unmapped CUSIP 64049MAB6 | 91.8M | 3.1% | 100.4M | — | — |
| NBIX NEUROCRINE BIOSCIENCES INC | 85.9M | 2.9% | 652.1K | 152.57 | +14.5% |
| GKOS GLAUKOS Corp | 82.2M | 2.7% | 763.5K | 184.89 | +103.3% |
| unmapped CUSIP 152309100 | 78.9M | 2.6% | 2.0M | — | — |
| XENE Xenon Pharmaceuticals Inc. | 77.8M | 2.6% | 1.3M | 60.77 | +61.5% |
| DNTH Dianthus Therapeutics, Inc. /DE/ | 75.5M | 2.5% | 899.4K | 111.10 | +374.4% |
| EWTX Edgewise Therapeutics, Inc. | 73.9M | 2.5% | 2.3M | 44.18 | +219.2% |
| IRTC iRhythm Holdings, Inc. | 72.0M | 2.4% | 610.2K | 128.52 | -21.2% |
| unmapped CUSIP 670703107 | 71.8M | 2.4% | 700.4K | — | — |
| KOD Kodiak Sciences Inc. | 69.3M | 2.3% | 1.8M | 38.33 | +303.5% |
| CGON CG Oncology, Inc. | 66.7M | 2.2% | 984.8K | 79.81 | +212.6% |
| unmapped CUSIP 02081GAD4 | 63.4M | 2.1% | 61.6M | — | — |
| ARGX ARGENX SE | 62.0M | 2.1% | 84.9K | 1,039.78 | +57.3% |
| HNGE Hinge Health, Inc. | 56.1M | 1.9% | 1.5M | 88.42 | +54.5% |
| ACAD ACADIA PHARMACEUTICALS INC | 55.0M | 1.8% | 2.5M | 29.50 | +18.3% |
| GLUE Monte Rosa Therapeutics, Inc. | 52.7M | 1.8% | 3.2M | 14.30 | +222.8% |
| KRYS Krystal Biotech, Inc. | 47.1M | 1.6% | 182.4K | 346.58 | +137.6% |
| SYRE Spyre Therapeutics, Inc. | 47.1M | 1.6% | 932.8K | 106.49 | +551.3% |
| GH Guardant Health, Inc. | 46.2M | 1.5% | 499.7K | 170.69 | +191.8% |
| TMO THERMO FISHER SCIENTIFIC INC. | 45.7M | 1.5% | 92.9K | 629.27 | +27.2% |
| GENB Generate Biomedicines, Inc. | 44.9M | 1.5% | 3.6M | 16.12 | — |
| MBX MBX Biosciences, Inc. | 44.6M | 1.5% | 1.5M | 66.33 | +386.6% |
| BTSG BrightSpring Health Services, Inc. | 43.3M | 1.4% | 1.0M | 58.87 | +149.1% |
| CLDX Celldex Therapeutics, Inc. | 43.0M | 1.4% | 1.4M | 40.38 | +93.3% |
| NEO NEOGENOMICS INC | 41.7M | 1.4% | 5.6M | 16.98 | +178.4% |
| APGE Apogee Therapeutics, Inc. | 40.3M | 1.3% | 478.7K | 134.75 | +274.1% |
| DRUG BRIGHT MINDS BIOSCIENCES INC. | 39.4M | 1.3% | 539.7K | 77.42 | +80.0% |
| CDNA CareDx, Inc. | 37.7M | 1.3% | 2.2M | 48.61 | +299.4% |
| ISRG INTUITIVE SURGICAL INC | 35.6M | 1.2% | 77.3K | 378.81 | -21.2% |
| INSP Inspire Medical Systems, Inc. | 34.9M | 1.2% | 677.6K | 62.36 | -33.0% |
| PEN Penumbra Inc | 34.6M | 1.2% | 105.4K | 325.18 | +27.2% |
| TMDX TransMedics Group, Inc. | 32.7M | 1.1% | 329.4K | 94.77 | -22.2% |
| unmapped CUSIP 834203309 | 32.1M | 1.1% | 959.3K | — | — |
| DYN Dyne Therapeutics, Inc. | 30.5M | 1.0% | 1.7M | 26.10 | +118.0% |
| MRVI MARAVAI LIFESCIENCES HOLDINGS, INC. | 29.0M | 1.0% | 10.2M | 8.64 | +251.2% |
| ILMN ILLUMINA, INC. | 28.3M | 0.9% | 229.2K | 219.40 | +117.7% |
| KYMR Kymera Therapeutics, Inc. | 28.1M | 0.9% | 337.6K | 119.80 | +182.9% |
| BMRN BIOMARIN PHARMACEUTICAL INC | 28.1M | 0.9% | 497.0K | 66.70 | +15.1% |
| NRIX Nurix Therapeutics, Inc. | 27.1M | 0.9% | 1.8M | 26.72 | +180.4% |
| RYTM RHYTHM PHARMACEUTICALS, INC. | 27.0M | 0.9% | 310.6K | 110.00 | +11.4% |
| DHR DANAHER CORP /DE/ | 26.4M | 0.9% | 139.3K | 218.85 | +3.5% |
| ESTA ESTABLISHMENT LABS HOLDINGS INC. | 26.3M | 0.9% | 463.6K | 72.67 | +85.9% |
| TECX Tectonic Therapeutic, Inc. | 26.2M | 0.9% | 847.2K | 37.63 | +56.3% |
| NTRA Natera, Inc. | 25.8M | 0.9% | 129.0K | 332.03 | +106.7% |
| CRVS Corvus Pharmaceuticals, Inc. | 25.6M | 0.9% | 1.8M | 14.46 | +178.6% |
| FULC Fulcrum Therapeutics, Inc. | 24.0M | 0.8% | 3.1M | 3.83 | -41.7% |
| ZURA Zura Bio Ltd | 23.7M | 0.8% | 4.0M | 5.85 | +234.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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