Braidwell Lp Top Holdings and 13F Report (2025) About Braidwell LpInvestment ActivityBraidwell Lp has $2.84 billion in total holdings as of December 31, 2024.Braidwell Lp owns shares of 64 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 29.75% of the portfolio was purchased this quarter.About 39.33% of the portfolio was sold this quarter.This quarter, Braidwell Lp has purchased 73 new stocks and bought additional shares in 17 stocks.Braidwell Lp sold shares of 20 stocks and completely divested from 22 stocks this quarter.Largest Holdings GUARDANT HEALTH INC $227,414,452NOVOCURE LTD $136,608,218Neurocrine Biosciences $131,826,905Legend Biotech $101,041,877REPLIGEN CORP $95,844,000 Largest New Holdings this Quarter 40131MAD1 - GUARDANT HEALTH INC $227,414,452 Holding450056AB2 - IRHYTHM TECHNOLOGIES INC $89,741,000 Holding235851102 - Danaher $63,414,495 Holding45258DAB1 - IMMUNOCORE HLDGS PLC $43,767,971 Holding09627Y109 - Blueprint Medicines $38,941,568 Holding Largest Purchases this Quarter GUARDANT HEALTH INC 219,454,000 shares (about $227.41M)IRHYTHM TECHNOLOGIES INC 86,000,000 shares (about $89.74M)Danaher 309,339 shares (about $63.41M)argenx 80,083 shares (about $47.40M)IMMUNOCORE HLDGS PLC 51,828,000 shares (about $43.77M) Largest Sales this Quarter BRIDGEBIO PHARMA INC 78,000,000 shares (about $89.37M)Guardant Health 1,520,604 shares (about $64.78M)ALPHATEC HLDGS INC 52,399,000 shares (about $52.18M)DEXCOM INC 57,250,000 shares (about $51.30M)KINIKSA PHARMACEUTICALS INTL 1,489,538 shares (about $33.08M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBraidwell Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGUARDANT HEALTH INC$227,414,452$227,414,452 ▲New Holding219,454,0008.0%DEBT 1.250% 2/1NOVOCURE LTD$136,608,2180.0%140,834,0004.8%NOTE 11/0NBIXNeurocrine Biosciences$131,826,905$32,088,931 ▲32.2%1,191,9254.6%MedicalLEGNLegend Biotech$101,041,8770.0%2,977,9513.6%MedicalREPLIGEN CORP$95,844,000$13,692,000 ▼-12.5%98,000,0003.4%NOTE 1.000%12/1ARGXargenx$95,200,893$47,398,325 ▲99.2%160,8493.3%MedicalXENEXenon Pharmaceuticals$90,916,306$6,847,186 ▼-7.0%2,709,8753.2%MedicalIRHYTHM TECHNOLOGIES INC$89,741,000$89,741,000 ▲New Holding86,000,0003.2%NOTE 1.500% 9/0NEOGENOMICS INC$87,948,018$13,012,500 ▼-12.9%101,381,0003.1%NOTE 0.250% 1/1ALGNAlign Technology$84,279,996$24,679,060 ▲41.4%530,5303.0%MedicalIRONWOOD PHARMACEUTICALS INC$82,538,6000.0%92,740,0002.9%NOTE 1.500% 6/1CG ONCOLOGY INC$80,408,4330.0%3,283,3172.8%COMKRYSKrystal Biotech$72,254,143$36,103,993 ▲99.9%400,7442.5%MedicalBRIDGEBIO PHARMA INC$71,997,393$89,369,437 ▼-55.4%62,838,0002.5%NOTE 2.500% 3/1TMOThermo Fisher Scientific$63,559,941$18,898,350 ▲42.3%127,7332.2%MedicalDHRDanaher$63,414,495$63,414,495 ▲New Holding309,3392.2%MedicalGKOSGlaukos$61,456,893$33,025,717 ▲116.2%624,4352.2%MedicalNUVLNuvalent$59,639,819$42,531,433 ▲248.6%840,9452.1%MedicalIRTCiRhythm Technologies$58,243,010$15,597,320 ▼-21.1%556,3912.0%MedicalAPOGEE THERAPEUTICS INC$57,547,9240.0%1,540,3622.0%COMTMDXTransMedics Group$57,516,596$4,522,293 ▼-7.3%854,8842.0%MedicalGHGuardant Health$56,544,130$64,777,730 ▼-53.4%1,327,3272.0%MedicalEWTXEdgewise Therapeutics$54,093,776$2,785,464 ▲5.4%2,458,8081.9%MedicalINSPInspire Medical Systems$48,167,865$1,433,520 ▲3.1%302,4101.7%MedicalBRIDGEBIO PHARMA INC$43,807,491$4,507,500 ▼-9.3%48,594,0001.5%NOTE 2.250% 2/0IMMUNOCORE HLDGS PLC$43,767,971$43,767,971 ▲New Holding51,828,0001.5%NOTE 2.500% 2/0KINIKSA PHARMACEUTICALS INTL$43,596,209$33,082,639 ▼-43.1%1,962,9091.5%ORD SHS CL AISRGIntuitive Surgical$43,583,760$6,289,929 ▲16.9%88,0001.5%MedicalATECAlphatec$43,190,610$29,801 ▲0.1%4,259,4291.5%MedicalSPYRE THERAPEUTICS INC$41,602,5490.0%2,578,4041.5%COM NEWBPMCBlueprint Medicines$38,941,568$38,941,568 ▲New Holding439,9681.4%MedicalDYNE THERAPEUTICS INC$37,879,258$30,754,094 ▲431.6%3,621,3441.3%COMAPLSApellis Pharmaceuticals$36,136,545$9,765,655 ▼-21.3%1,652,3341.3%MedicalADPTAdaptive Biotechnologies$35,692,189$35,692,189 ▲New Holding4,803,7941.3%MedicalVKTXViking Therapeutics$34,678,313$1,055,621 ▼-3.0%1,435,9551.2%MedicalPENPenumbra$29,449,328$19,708,117 ▼-40.1%110,1281.0%MedicalBICARA THERAPEUTICS INC$28,181,323$2,112,736 ▲8.1%2,162,8031.0%COMDAWNDay One Biopharmaceuticals$28,047,244$10,602,410 ▼-27.4%3,536,8531.0%MedicalKIDSOrthoPediatrics$27,284,3750.0%1,107,7701.0%MedicalHROWHarrow$25,451,917$1,324,680 ▲5.5%956,8390.9%MedicalDEXCOM INC$22,803,200$51,296,000 ▼-69.2%25,450,0000.8%NOTE 0.375% 5/1MRVIMaravai LifeSciences$18,460,7640.0%8,353,2870.6%MedicalDEXCOM INC$18,042,1250.0%18,500,0000.6%NOTE 0.250%11/1XNCRXencor$17,616,542$11,067,292 ▲169.0%1,655,6900.6%MedicalASNDAscendis Pharma A/S$16,632,288$16,632,288 ▲New Holding106,7130.6%MedicalORUKA THERAPEUTICS INC$16,133,091$4,357,935 ▲37.0%1,572,4260.6%COMMDGLMadrigal Pharmaceuticals$16,127,589$16,127,589 ▲New Holding48,6900.6%MedicalSRPTSarepta Therapeutics$14,965,790$8,322,128 ▼-35.7%234,5000.5%MedicalREPLReplimune Group$14,252,804$148,941 ▼-1.0%1,461,8260.5%MedicalRGENRepligen$10,389,909$25,723,728 ▼-71.2%81,6560.4%MedicalIRWDIronwood Pharmaceuticals$9,735,198$1,737,991 ▲21.7%6,622,5840.3%MedicalCELCCelcuity$8,940,3340.0%884,3060.3%MedicalCGEMCullinan Therapeutics$7,424,452$1,479,178 ▼-16.6%980,7730.3%MedicalCSTLCastle Biosciences$7,312,245$7,312,245 ▲New Holding365,2470.3%MedicalDIANTHUS THERAPEUTICS INC$6,808,940$15,078,585 ▼-68.9%375,3550.2%COMALPHATEC HLDGS INC$5,793,374$52,177,209 ▼-90.0%5,818,0000.2%NOTE 0.750% 8/0LUNGPulmonx$5,064,6010.0%752,5410.2%MedicalMETSERA INC$4,763,500$4,763,500 ▲New Holding175,0000.2%COMAARDVARK THERAPEUTICS INC$3,755,000$3,755,000 ▲New Holding500,0000.1%COMAVTEAerovate Therapeutics$3,615,6520.0%1,440,4990.1%MedicalZURAZura Bio$3,189,9200.0%2,472,8060.1%MedicalBETA BIONICS INC$1,713,600$1,713,600 ▲New Holding140,0000.1%COMSKYE BIOSCIENCE INC$1,312,9140.0%825,7320.0%COM NEWTRVITrevi Therapeutics$453,402$453,402 ▲New Holding72,0830.0%MedicalGUARDANT HEALTH INC$0$226,002,310 ▼-100.0%00.0%NOTE11/1NUVASIVE INC$0$113,206,698 ▼-100.0%00.0%NOTE 0.375% 3/1AVADEL PHARMACEUTICALS PLC$0$43,151,180 ▼-100.0%00.0%COM SHSFNAParagon 28$0$39,613,577 ▼-100.0%00.0%MedicalBNTXBioNTech$0$35,309,117 ▼-100.0%00.0%MedicalKROSKeros Therapeutics$0$29,988,969 ▼-100.0%00.0%MedicalIMTXImmatics$0$24,913,191 ▼-100.0%00.0%MedicalGERNGeron$0$24,802,355 ▼-100.0%00.0%MedicalBRKRBruker$0$20,704,584 ▼-100.0%00.0%Computer and TechnologyEXASExact Sciences$0$19,835,070 ▼-100.0%00.0%MedicalPCVXVaxcyte$0$18,207,629 ▼-100.0%00.0%MedicalAMPHASTAR PHARMACEUTICALS IN$0$16,279,440 ▼-100.0%00.0%NOTE 2.000% 3/1JASPER THERAPEUTICS INC$0$15,279,388 ▼-100.0%00.0%COM NEWCADLCandel Therapeutics$0$13,888,000 ▼-100.0%00.0%MedicalRCUSArcus Biosciences$0$11,943,269 ▼-100.0%00.0%MedicalFDMT4D Molecular Therapeutics$0$6,825,745 ▼-100.0%00.0%MedicalNVRONevro$0$6,319,417 ▼-100.0%00.0%MedicalCERIBELL INC$0$5,434,800 ▼-100.0%00.0%COMCUTERA INC$0$2,610,000 ▼-100.0%00.0%NOTE 4.000% 6/0CUTERA INC$0$2,271,600 ▼-100.0%00.0%NOTE 2.250% 6/0PTGXProtagonist Therapeutics$0$776,207 ▼-100.0%00.0%MedicalVRDNViridian Therapeutics$0$653,582 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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