Braidwell Lp Top Holdings and 13F Report (2025) About Braidwell LpInvestment ActivityBraidwell Lp has $3.00 billion in total holdings as of December 31, 2024.Braidwell Lp owns shares of 88 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 25.12% of the portfolio was purchased this quarter.About 28.78% of the portfolio was sold this quarter.This quarter, Braidwell Lp has purchased 73 new stocks and bought additional shares in 19 stocks.Braidwell Lp sold shares of 32 stocks and completely divested from 16 stocks this quarter.Largest Holdings CARIS LIFE SCIENCES INC $143,208,912GUARDANT HEALTH INC $102,575,501REPLIGEN CORP $98,677,000NEOGENOMICS INC $91,848,615Neurocrine Biosciences $85,910,421 Largest New Holdings this Quarter 02081GAD4 - ALPHATEC HLDGS INC $63,389,523 Holding40131M109 - Guardant Health $46,158,397 Holding370920100 - GENERATE BIOMEDICINES INC $44,912,488 Holding76243J105 - Rhythm Pharmaceuticals $27,015,317 HoldingG31249108 - Establishment Labs $26,323,208 Holding Largest Purchases this Quarter ALPHATEC HLDGS INC 61,621,000 shares (about $63.39M)iRhythm Technologies 392,847 shares (about $46.36M)Guardant Health 499,712 shares (about $46.16M)GENERATE BIOMEDICINES INC 3,592,999 shares (about $44.91M)argenex 53,932 shares (about $39.38M) Largest Sales this Quarter Edgewise Therapeutics 2,863,248 shares (about $90.19M)GUARDANT HEALTH INC 43,900,000 shares (about $73.88M)CG ONCOLOGY INC 885,788 shares (about $59.95M)SPYRE THERAPEUTICS INC 701,792 shares (about $35.40M)DIANTHUS THERAPEUTICS INC 374,571 shares (about $31.43M) 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 PortfolioSectorCARIS LIFE SCIENCES INC$143,208,912$3,456,293 â–²2.5%8,009,4474.8%COMGUARDANT HEALTH INC$102,575,501$73,876,440 â–¼-41.9%60,954,0003.4%DEBT 1.250% 2/1REPLIGEN CORP$98,677,0000.0%101,000,0003.3%NOTE 1.000%12/1NEOGENOMICS INC$91,848,6150.0%100,381,0003.1%NOTE 0.250% 1/1NBIXNeurocrine Biosciences$85,910,421$13,096,669 â–¼-13.2%652,1212.9%MedicalGKOSGlaukos$82,198,948$17,061,311 â–¼-17.2%763,5052.7%MedicalCNTACentessa Pharmaceuticals$78,914,425$8,005,645 â–¼-9.2%1,986,7682.6%MedicalXENEXenon Pharmaceuticals$77,830,984$28,297,186 â–¼-26.7%1,338,4522.6%MedicalDIANTHUS THERAPEUTICS INC$75,474,627$31,433,998 â–¼-29.4%899,3642.5%COMEWTXEdgewise Therapeutics$73,948,865$90,192,313 â–¼-54.9%2,347,5832.5%MedicalIRTCiRhythm Technologies$72,014,860$46,363,803 â–²180.7%610,1922.4%MedicalNUVLNuvalent$71,758,951$12,394,094 â–¼-14.7%700,4292.4%MedicalKODKodiak Sciences$69,327,510$9,687,169 â–¼-12.3%1,818,6652.3%MedicalCG ONCOLOGY INC$66,650,113$59,950,131 â–¼-47.4%984,7832.2%COMALPHATEC HLDGS INC$63,389,523$63,389,523 â–²New Holding61,621,0002.1%NOTE 0.750% 3/1ARGXargenex$62,026,705$39,383,843 â–²173.9%84,9392.1%MedicalHINGE HEALTH INC$56,109,543$5,803,280 â–²11.5%1,455,1231.9%CL AACADACADIA Pharmaceuticals$55,008,890$9,776,102 â–²21.6%2,471,1991.8%MedicalGLUEMonte Rosa Therapeutics$52,748,142$37,148,344 â–²238.1%3,206,5741.8%MedicalKRYSKrystal Biotech$47,124,026$5,082,704 â–¼-9.7%182,4251.6%MedicalSPYRE THERAPEUTICS INC$47,051,592$35,398,388 â–¼-42.9%932,8231.6%COM NEWGHGuardant Health$46,158,397$46,158,397 â–²New Holding499,7121.5%MedicalTMOThermo Fisher Scientific$45,670,510$5,991,751 â–²15.1%92,9151.5%MedicalGENERATE BIOMEDICINES INC$44,912,488$44,912,488 â–²New Holding3,592,9991.5%COM SHSMBX BIOSCIENCES INC$44,550,140$14,144,930 â–²46.5%1,492,4671.5%COMBRIGHTSPRING HEALTH SVCS INC$43,315,707$7,636,735 â–¼-15.0%1,016,5621.4%COMCLDXCelldex Therapeutics$43,014,921$15,924,296 â–¼-27.0%1,356,0821.4%MedicalNEONeoGenomics$41,681,123$7,305,739 â–²21.3%5,617,4021.4%MedicalAPOGEE THERAPEUTICS INC$40,289,401$8,113,988 â–¼-16.8%478,6671.3%COMBRIGHT MINDS BIOSCIENCES INC$39,382,493$15,714,090 â–²66.4%539,7081.3%COM NEWCDNACareDx$37,725,815$10,206,395 â–²37.1%2,173,1461.3%MedicalISRGIntuitive Surgical$35,633,144$2,821,259 â–¼-7.3%77,2971.2%MedicalINSPInspire Medical Systems$34,949,061$7,049,954 â–²25.3%677,5701.2%MedicalPENPenumbra$34,594,436$1,576,176 â–¼-4.4%105,3521.2%MedicalTMDXTransMedics Group$32,744,759$1,396,710 â–²4.5%329,3911.1%MedicalSLNOSoleno Therapeutics$32,115,991$7,653,528 â–¼-19.2%959,2591.1%MedicalDYNE THERAPEUTICS INC$30,494,624$3,692,519 â–²13.8%1,681,9981.0%COMMRVIMaravai LifeSciences$28,979,664$5,339,862 â–²22.6%10,240,1641.0%MedicalILMNIllumina$28,253,041$4,986,853 â–¼-15.0%229,2150.9%MedicalKYMRKymera Therapeutics$28,115,289$9,719,943 â–¼-25.7%337,5590.9%MedicalBMRNBioMarin Pharmaceutical$28,076,660$5,903,205 â–¼-17.4%497,0200.9%MedicalNRIXNurix Therapeutics$27,136,873$6,713,019 â–¼-19.8%1,750,7660.9%MedicalRYTMRhythm Pharmaceuticals$27,015,317$27,015,317 â–²New Holding310,6280.9%MedicalDHRDanaher$26,416,399$4,000,560 â–²17.8%139,3270.9%MedicalESTAEstablishment Labs$26,323,208$26,323,208 â–²New Holding463,6000.9%MedicalTECTONIC THERAPEUTIC INC$26,185,437$2,484,329 â–¼-8.7%847,1510.9%COMNTRANatera$25,798,710$3,499,825 â–²15.7%129,0000.9%MedicalCRVSCorvus Pharmaceuticals$25,643,435$25,643,435 â–²New Holding1,752,7980.9%MedicalFULCFulcrum Therapeutics$24,044,852$565,279 â–²2.4%3,134,9220.8%MedicalZURAZura Bio$23,734,485$4,811,170 â–²25.4%3,988,9890.8%MedicalATECAlphatec$23,639,248$23,639,248 â–²New Holding2,172,7250.8%MedicalDAMORA THERAPEUTICS INC$23,176,511$23,176,511 â–²New Holding894,8460.8%COM NEWBSXBoston Scientific$21,740,804$21,740,804 â–²New Holding346,4670.7%MedicalVERAVera Therapeutics$21,073,440$10,496,731 â–¼-33.2%523,8240.7%MedicalBIOAGE LABS INC$20,998,267$20,998,267 â–²New Holding1,200,5870.7%COMCVSCVS Health$20,878,074$19,642,770 â–¼-48.5%290,7000.7%MedicalTARSTarsus Pharmaceuticals$18,639,907$18,639,907 â–²New Holding265,7150.6%MedicalELVElevance Health$18,173,920$18,173,920 â–²New Holding62,0800.6%MedicalKIDSOrthoPediatrics$17,462,8720.0%1,100,3700.6%MedicalENGENE HOLDINGS INC$16,731,285$4,592,998 â–¼-21.5%2,456,8700.6%COMNEKTAR THERAPEUTICS$16,023,337$16,023,337 â–²New Holding222,7010.5%COM NEWACHCAcadia Healthcare$15,107,601$15,107,601 â–²New Holding645,9000.5%MedicalORICOric Pharmaceuticals$14,292,267$14,292,267 â–²New Holding1,128,0400.5%MedicalAVAHAveanna Healthcare$14,190,579$14,190,579 â–²New Holding2,203,5060.5%MedicalX4 PHARMACEUTICALS INC$13,517,300$396,273 â–¼-2.8%3,272,9540.5%COM NEWZENAS BIOPHARMA INC$13,455,000$13,455,000 â–²New Holding13,000,0000.4%NOTE 2.500% 4/0KINIKSA PHARMACEUTICALS INTL$13,121,934$1,988,643 â–¼-13.2%272,5220.4%ORD SHS CL AEOLSEvolus$12,762,4090.0%3,105,2090.4%MedicalTGTXTG Therapeutics$11,919,336$11,919,336 â–²New Holding358,8000.4%MedicalSURROZEN INC$11,538,393$2,152,707 â–¼-15.7%396,1000.4%COM NEWCNCCentene$10,804,200$10,804,200 â–²New Holding330,0000.4%MedicalELYMEliem Therapeutics$10,478,274$10,478,274 â–²New Holding1,529,6750.3%MedicalCMPXCompass Therapeutics$10,395,411$4,346,645 â–¼-29.5%1,965,1060.3%MedicalIONSIonis Pharmaceuticals$9,826,428$9,826,428 â–²New Holding130,8620.3%MedicalHELIX ACQUISITION CORP III$9,270,000$9,270,000 â–²New Holding900,0000.3%USD CL A ORD SHSVOR BIOPHARMA INC$8,327,248$8,327,248 â–²New Holding466,7740.3%COM NEWRVMDRevolution Medicines$8,256,525$8,256,525 â–²New Holding84,9000.3%MedicalGRAIL INC$7,377,5780.0%142,7550.2%COMACRSAclaris Therapeutics$6,371,685$6,371,685 â–²New Holding1,699,1160.2%MedicalDNLIDenali Therapeutics$5,689,421$5,689,421 â–²New Holding296,3240.2%MedicalRGENRepligen$5,596,450$4,040,048 â–¼-41.9%47,5000.2%MedicalHROWHarrow$5,515,334$4,896,627 â–¼-47.0%156,4190.2%MedicalRVTYRevvity$4,240,324$4,240,324 â–²New Holding48,4000.1%MedicalCELCCelcuity$3,332,660$3,332,660 â–²New Holding29,1980.1%MedicalPRAXIS PRECISION MEDICINES I$3,214,167$3,214,167 â–²New Holding9,9760.1%COM NEWARROWHEAD PHARMACEUTICALS IN$2,333,475$2,333,475 â–²New Holding2,250,0000.1%NOTE 1/1LUNGPulmonx$970,7780.0%752,5410.0%MedicalVYNEVYNE Therapeutics$547,356$547,356 â–²New Holding916,0770.0%MedicalIRHYTHM TECHNOLOGIES INC$0$72,800,000 â–¼-100.0%00.0%NOTE 1.500% 9/0ALGNAlign Technology$0$59,493,775 â–¼-100.0%00.0%MedicalIRONWOOD PHARMACEUTICALS INC$0$50,467,725 â–¼-100.0%00.0%NOTE 1.500% 6/1RAPT THERAPEUTICS INC$0$31,488,736 â–¼-100.0%00.0%COM NEWLEGNLegend Biotech$0$28,221,607 â–¼-100.0%00.0%MedicalTERNTerns Pharmaceuticals$0$23,242,968 â–¼-100.0%00.0%MedicalBIIBBiogen$0$20,362,043 â–¼-100.0%00.0%MedicalVTYXVentyx Biosciences$0$17,339,903 â–¼-100.0%00.0%MedicalICLRIcon$0$13,369,481 â–¼-100.0%00.0%MedicalRLMDRelmada Therapeutics$0$7,642,301 â–¼-100.0%00.0%MedicalXNCRXencor$0$7,029,831 â–¼-100.0%00.0%MedicalCSTLCastle Biosciences$0$6,892,419 â–¼-100.0%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
