Braidwell Lp Top Holdings and 13F Report (2025) About Braidwell LpInvestment ActivityBraidwell Lp has $2.92 billion in total holdings as of December 31, 2024.Braidwell Lp owns shares of 55 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 17.09% of the portfolio was purchased this quarter.About 19.53% of the portfolio was sold this quarter.This quarter, Braidwell Lp has purchased 64 new stocks and bought additional shares in 14 stocks.Braidwell Lp sold shares of 19 stocks and completely divested from 16 stocks this quarter.Largest Holdings GUARDANT HEALTH INC $256,358,587CARIS LIFE SCIENCES INC $195,487,315Neurocrine Biosciences $145,853,818NOVOCURE LTD $137,848,174Xenon Pharmaceuticals $112,837,408 Largest New Holdings this Quarter 142152107 - CARIS LIFE SCIENCES INC $195,487,315 Holding48576UAD8 - KARYOPHARM THERAPEUTICS INC $35,537,306 Holding829401108 - SIONNA THERAPEUTICS INC $18,770,184 Holding91324P102 - UnitedHealth Group $15,411,318 Holding379577208 - Globus Medical $14,589,744 Holding Largest Purchases this Quarter CARIS LIFE SCIENCES INC 7,316,142 shares (about $195.49M)Krystal Biotech 327,067 shares (about $44.96M)Edgewise Therapeutics 2,752,023 shares (about $36.08M)KARYOPHARM THERAPEUTICS INC 48,482,000 shares (about $35.54M)Inspire Medical Systems 220,000 shares (about $28.55M) Largest Sales this Quarter TransMedics Group 599,836 shares (about $80.38M)iRhythm Technologies 256,362 shares (about $39.47M)Guardant Health 489,527 shares (about $25.47M)KINIKSA PHARMACEUTICALS INTL 860,329 shares (about $23.81M)IMMUNOCORE HLDGS PLC 25,000,000 shares (about $21.68M) 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$256,358,5870.0%219,454,0008.8%DEBT 1.250% 2/1CARIS LIFE SCIENCES INC$195,487,315$195,487,315 ▲New Holding7,316,1426.7%COMNBIXNeurocrine Biosciences$145,853,818$3,959,235 ▼-2.6%1,160,4255.0%MedicalNOVOCURE LTD$137,848,1740.0%140,834,0004.7%NOTE 11/0XENEXenon Pharmaceuticals$112,837,408$28,018,320 ▲33.0%3,605,0293.9%MedicalARGXargenex$107,207,329$18,544,143 ▲20.9%194,4913.7%MedicalREPLIGEN CORP$100,545,500$2,986,500 ▲3.1%101,000,0003.4%NOTE 1.000%12/1KRYSKrystal Biotech$100,044,900$44,958,630 ▲81.6%727,8113.4%MedicalALGNAlign Technology$94,045,891$6,399,354 ▼-6.4%496,7303.2%MedicalLEGNLegend Biotech$90,219,271$15,468,210 ▼-14.6%2,542,1043.1%MedicalIRHYTHM TECHNOLOGIES INC$89,985,000$20,568,000 ▼-18.6%70,000,0003.1%NOTE 1.500% 9/0NUVLNuvalent$89,719,339$25,555,235 ▲39.8%1,175,8763.1%MedicalNEOGENOMICS INC$87,060,9340.0%101,381,0003.0%NOTE 0.250% 1/1CG ONCOLOGY INC$85,366,2420.0%3,283,3172.9%COMIRONWOOD PHARMACEUTICALS INC$78,365,1820.0%92,740,0002.7%NOTE 1.500% 6/1EWTXEdgewise Therapeutics$68,313,994$36,079,021 ▲111.9%5,210,8312.3%MedicalINSPInspire Medical Systems$67,793,146$28,549,400 ▲72.7%522,4102.3%MedicalAPOGEE THERAPEUTICS INC$64,211,776$2,686,145 ▼-4.0%1,478,5122.2%COMGKOSGlaukos$62,326,632$2,171,259 ▼-3.4%603,4142.1%MedicalDHRDanaher$61,106,8260.0%309,3392.1%MedicalTMOThermo Fisher Scientific$54,831,572$3,040,950 ▲5.9%135,2331.9%MedicalISRGIntuitive Surgical$48,689,536$869,456 ▲1.8%89,6001.7%MedicalIRTCiRhythm Technologies$46,192,465$39,469,494 ▼-46.1%300,0291.6%MedicalADPTAdaptive Biotechnologies$45,005,197$10,959,004 ▼-19.6%3,863,1071.5%MedicalGHGuardant Health$43,599,112$25,474,985 ▼-36.9%837,8001.5%MedicalATECAlphatec$40,350,409$6,929,253 ▼-14.7%3,635,1721.4%MedicalSPYRE THERAPEUTICS INC$38,598,7080.0%2,578,4041.3%COM NEWVKTXViking Therapeutics$38,095,208$42,400 ▲0.1%1,437,5551.3%MedicalKARYOPHARM THERAPEUTICS INC$35,537,306$35,537,306 ▲New Holding48,482,0001.2%NOTE 6.000% 5/1TMDXTransMedics Group$34,178,982$80,384,021 ▼-70.2%255,0481.2%MedicalPENPenumbra$33,266,434$5,004,285 ▲17.7%129,6281.1%MedicalDYNE THERAPEUTICS INC$31,162,282$3,312,912 ▼-9.6%3,273,3491.1%COMKINIKSA PHARMACEUTICALS INTL$30,508,389$23,805,304 ▼-43.8%1,102,5801.0%ORD SHS CL AHROWHarrow$26,638,393$2,583,470 ▼-8.8%872,2460.9%MedicalKIDSOrthoPediatrics$23,794,9000.0%1,107,7700.8%MedicalIMMUNOCORE HLDGS PLC$23,268,676$21,683,200 ▼-48.2%26,828,0000.8%NOTE 2.500% 2/0MRVIMaravai LifeSciences$20,131,4220.0%8,353,2870.7%MedicalAPLSApellis Pharmaceuticals$19,405,099$9,196,803 ▼-32.2%1,121,0340.7%MedicalSIONNA THERAPEUTICS INC$18,770,184$18,770,184 ▲New Holding1,081,8550.6%COMMDGLMadrigal Pharmaceuticals$18,394,762$3,659,220 ▲24.8%60,7810.6%MedicalDEXCOM INC$18,217,8750.0%18,500,0000.6%NOTE 0.250%11/1RGENRepligen$17,979,875$7,823,502 ▲77.0%144,5560.6%MedicalORUKA THERAPEUTICS INC$17,093,479$533,417 ▼-3.0%1,524,8420.6%COMCSTLCastle Biosciences$16,800,249$9,341,905 ▲125.3%822,7350.6%MedicalUNHUnitedHealth Group$15,411,318$15,411,318 ▲New Holding49,4000.5%MedicalGMEDGlobus Medical$14,589,744$14,589,744 ▲New Holding247,2000.5%MedicalDAWNDay One Biopharmaceuticals$14,180,387$8,809,158 ▼-38.3%2,181,5980.5%MedicalXNCRXencor$13,013,7230.0%1,655,6900.4%MedicalCELCCelcuity$11,805,4850.0%884,3060.4%MedicalALPHATEC HLDGS INC$5,769,1750.0%5,818,0000.2%NOTE 0.750% 8/0CRESCENT BIOPHARMA INC.$4,220,675$4,220,675 ▲New Holding261,5040.1%COMREPLReplimune Group$3,928,620$9,651,743 ▼-71.1%422,8870.1%MedicalZURAZura Bio$2,596,4460.0%2,472,8060.1%MedicalLUNGPulmonx$1,949,0810.0%752,5410.1%MedicalSURROZEN INC$1,251,600$1,251,600 ▲New Holding140,0000.0%COM NEWBRIDGEBIO PHARMA INC$0$71,997,393 ▼-100.0%00.0%NOTE 2.500% 3/1BRIDGEBIO PHARMA INC$0$43,807,491 ▼-100.0%00.0%NOTE 2.250% 2/0BPMCBlueprint Medicines$0$38,941,568 ▼-100.0%00.0%MedicalBICARA THERAPEUTICS INC$0$28,181,323 ▼-100.0%00.0%COMDEXCOM INC$0$22,803,200 ▼-100.0%00.0%NOTE 0.375% 5/1ASNDAscendis Pharma A/S$0$16,632,288 ▼-100.0%00.0%MedicalSRPTSarepta Therapeutics$0$14,965,790 ▼-100.0%00.0%MedicalIRWDIronwood Pharmaceuticals$0$9,735,198 ▼-100.0%00.0%MedicalCGEMCullinan Therapeutics$0$7,424,452 ▼-100.0%00.0%MedicalDIANTHUS THERAPEUTICS INC$0$6,808,940 ▼-100.0%00.0%COMMETSERA INC$0$4,763,500 ▼-100.0%00.0%COMAARDVARK THERAPEUTICS INC$0$3,755,000 ▼-100.0%00.0%COMAVTEAerovate Therapeutics$0$3,615,652 ▼-100.0%00.0%MedicalBETA BIONICS INC$0$1,713,600 ▼-100.0%00.0%COMSKYE BIOSCIENCE INC$0$1,312,914 ▼-100.0%00.0%COM NEWTRVITrevi Therapeutics$0$453,402 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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