Braidwell Lp Top Holdings and 13F Report (2025) About Braidwell LpInvestment ActivityBraidwell Lp has $2.70 billion in total holdings as of December 31, 2024.Braidwell Lp owns shares of 86 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 20.50% of the portfolio was purchased this quarter.About 51.73% of the portfolio was sold this quarter.This quarter, Braidwell Lp has purchased 88 new stocks and bought additional shares in 21 stocks.Braidwell Lp sold shares of 36 stocks and completely divested from 26 stocks this quarter.Largest Holdings CARIS LIFE SCIENCES INC $147,122,490HINGE HEALTH INC $110,400,541Glaukos $82,727,718Edgewise Therapeutics $81,136,688SPYRE THERAPEUTICS INC $78,079,080 Largest New Holdings this Quarter 444859102 - Humana $45,481,690 Holding578784100 - MAZE THERAPEUTICS INC $34,018,794 Holding05338F306 - AVALO THERAPEUTICS INC $30,107,283 Holding010911105 - ALAMAR BIOSCIENCES INC $29,365,099 Holding687604108 - ORUKA THERAPEUTICS INC $26,472,868 Holding Largest Purchases this Quarter Humana 114,500 shares (about $45.48M)Alphatec 4,358,714 shares (about $37.70M)MAZE THERAPEUTICS INC 1,140,040 shares (about $34.02M)AVALO THERAPEUTICS INC 1,629,182 shares (about $30.11M)ALAMAR BIOSCIENCES INC 1,083,983 shares (about $29.37M) Largest Sales this Quarter REPLIGEN CORP 85,000,000 shares (about $87.37M)NEOGENOMICS INC 82,370,000 shares (about $77.22M)argenex 67,232 shares (about $62.38M)Neurocrine Biosciences 315,950 shares (about $53.25M)Guardant Health 351,862 shares (about $52.79M) 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$147,122,490$4,394,145 â–²3.1%8,256,0325.4%COMHINGE HEALTH INC$110,400,541$10,374,668 â–¼-8.6%1,330,1274.1%CL AGKOSGlaukos$82,727,718$23,979,741 â–¼-22.5%591,9273.1%HealthcareEWTXEdgewise Therapeutics$81,136,688$14,245,609 â–¼-14.9%1,996,9653.0%HealthcareSPYRE THERAPEUTICS INC$78,079,080$4,736,946 â–¼-5.7%879,4672.9%COM NEWIRTCiRhythm Technologies$77,824,465$5,242,127 â–²7.2%654,2622.9%HealthcareNEONeoGenomics$71,756,567$10,201,328 â–¼-12.4%4,918,2022.7%HealthcareKODKodiak Sciences$69,633,909$1,221,279 â–¼-1.7%1,787,3182.6%HealthcareXENEXenon Pharmaceuticals$68,294,443$12,494,520 â–¼-15.5%1,131,4522.5%HealthcareALPHATEC HLDGS INC$66,183,358$7,181,250 â–²12.2%69,121,0002.4%NOTE 0.750% 3/1GLUEMonte Rosa Therapeutics$59,327,800$18,271,290 â–¼-23.5%2,451,5622.2%HealthcareDIANTHUS THERAPEUTICS INC$57,957,904$29,712,099 â–¼-33.9%594,5622.1%COMNBIXNeurocrine Biosciences$56,656,579$53,248,633 â–¼-48.4%336,1712.1%HealthcareATECAlphatec$56,496,947$37,702,876 â–²200.6%6,531,4392.1%HealthcareGENERATE BIOMEDICINES INC$55,398,448$5,215,445 â–¼-8.6%3,283,8442.0%COM SHSMRVIMaravai LifeSciences$54,306,227$9,592,396 â–¼-15.0%8,702,9212.0%HealthcareKRYSKrystal Biotech$47,936,138$19,865,761 â–¼-29.3%128,9751.8%HealthcareHUMHumana$45,481,690$45,481,690 â–²New Holding114,5001.7%HealthcareTMOThermo Fisher Scientific$44,819,077$1,764,787 â–¼-3.8%89,3951.7%HealthcareKYMRKymera Therapeutics$43,363,951$4,656,061 â–²12.0%378,1631.6%HealthcareRYTMRhythm Pharmaceuticals$42,316,642$7,827,615 â–²22.7%381,1281.6%HealthcareDAMORA THERAPEUTICS INC$42,146,006$18,871,061 â–²81.1%1,620,3771.6%COM NEWACADACADIA Pharmaceuticals$41,653,895$20,867,440 â–¼-33.4%1,646,3991.5%HealthcareBRIGHTSPRING HEALTH SVCS INC$41,617,554$29,277,480 â–¼-41.3%596,7531.5%COMTMDXTransMedics Group$40,497,270$18,619,120 â–²85.1%609,7151.5%HealthcareMBX BIOSCIENCES INC$39,240,576$43,143,602 â–¼-52.4%710,8801.5%COMELYMEliem Therapeutics$36,477,770$16,530,808 â–²82.9%2,797,3751.3%HealthcareCDNACareDx$34,787,157$27,147,504 â–¼-43.8%1,220,6021.3%HealthcareMAZE THERAPEUTICS INC$34,018,794$34,018,794 â–²New Holding1,140,0401.3%COMBRIGHT MINDS BIOSCIENCES INC$33,964,304$3,923,197 â–¼-10.4%483,8221.3%COM NEWACHCAcadia Healthcare$33,707,816$14,634,389 â–²76.7%1,141,4771.2%HealthcareNEKTAR THERAPEUTICS$33,063,203$17,516,446 â–²112.7%473,6171.2%COM NEWCRVSCorvus Pharmaceuticals$31,766,892$5,580,090 â–²21.3%2,126,2981.2%HealthcareNRIXNurix Therapeutics$31,217,016$11,256,567 â–¼-26.5%1,286,7691.2%HealthcareINSPInspire Medical Systems$30,226,3980.0%677,5701.1%HealthcareAVALO THERAPEUTICS INC$30,107,283$30,107,283 â–²New Holding1,629,1821.1%COM NEWALAMAR BIOSCIENCES INC$29,365,099$29,365,099 â–²New Holding1,083,9831.1%COMMON STOCKDHRDanaher$28,691,431$2,152,424 â–²8.1%150,6271.1%HealthcareISRGIntuitive Surgical$27,892,082$2,847,389 â–¼-9.3%70,1371.0%HealthcareORUKA THERAPEUTICS INC$26,472,868$26,472,868 â–²New Holding278,1641.0%COMAVALYN PHARMACEUTICALS INC$26,381,923$26,381,923 â–²New Holding801,3951.0%COM SHSAVAHAveanna Healthcare$26,267,958$7,383,912 â–²39.1%3,065,1061.0%HealthcareBIOAGE LABS INC$25,321,992$4,104,396 â–¼-13.9%1,033,1290.9%COMBSXBoston Scientific$25,077,360$10,290,148 â–²69.6%587,5670.9%HealthcareVERAVera Therapeutics$24,232,307$1,755,019 â–²7.8%564,7240.9%HealthcareRGENRepligen$24,163,524$17,682,624 â–²272.8%177,1000.9%HealthcareZURAZura Bio$23,483,741$51,295 â–¼-0.2%3,980,2950.9%HealthcareGHGuardant Health$22,181,936$52,789,857 â–¼-70.4%147,8500.8%HealthcareEOLSEvolus$21,897,150$347,000 â–²1.6%3,155,2090.8%HealthcareNTRANatera$21,580,275$13,436,775 â–¼-38.4%79,5000.8%HealthcareKIDSOrthoPediatrics$21,050,0780.0%1,100,3700.8%HealthcareELVElevance Health$20,867,951$3,140,248 â–¼-13.1%53,9600.8%HealthcareTECTONIC THERAPEUTIC INC$20,518,438$8,602,378 â–¼-29.5%596,9000.8%COMDYNE THERAPEUTICS INC$20,468,692$16,888,484 â–¼-45.2%921,5980.8%COMNEOGENOMICS INC$16,885,250$77,221,589 â–¼-82.1%18,011,0000.6%NOTE 0.250% 1/1IMCRImmunocore$16,552,132$16,552,132 â–²New Holding521,3270.6%HealthcareREPLIGEN CORP$16,445,954$87,369,131 â–¼-84.2%16,000,0000.6%NOTE 1.000%12/1ARGXargenex$16,428,023$62,375,831 â–¼-79.2%17,7070.6%HealthcareCLDXCelldex Therapeutics$16,247,598$34,212,214 â–¼-67.8%436,6460.6%HealthcareOVIDOvid Therapeutics$15,923,358$15,923,358 â–²New Holding5,919,4640.6%HealthcareMNKDMannKind$14,732,908$14,732,908 â–²New Holding3,458,4290.5%HealthcareQUREuniQure$13,894,091$13,894,091 â–²New Holding301,6520.5%HealthcareX4 PHARMACEUTICALS INC$13,649,261$1,635,434 â–¼-10.7%2,922,7540.5%COM NEWORICOric Pharmaceuticals$13,153,468$936,795 â–²7.7%1,214,5400.5%HealthcareKINIKSA PHARMACEUTICALS INTL$11,755,417$5,672,365 â–¼-32.5%183,8220.4%ORD SHS CL AOCSOculis$11,570,118$11,570,118 â–²New Holding834,1830.4%HealthcareACRSAclaris Therapeutics$11,333,021$2,344,697 â–²26.1%2,142,3480.4%HealthcareSEAPORT THERAPEUTICS INC$10,860,000$10,860,000 â–²New Holding500,0000.4%COMMON STOCKVOR BIOPHARMA INC$10,550,845$1,957,535 â–²22.8%573,1040.4%COM NEWSURROZEN INC$10,140,040$138,755 â–¼-1.3%390,7530.4%COM NEWIMMUNIC INC$9,913,804$9,913,804 â–²New Holding645,0100.4%COM NEWHELIX ACQUISITION CORP III$9,540,0000.0%900,0000.4%USD CL A ORD SHSIONSIonis Pharmaceuticals$9,258,059$1,117,989 â–¼-10.8%116,7620.3%HealthcareDGXQuest Diagnostics$9,156,240$9,156,240 â–²New Holding43,2000.3%HealthcareADLAI NORTYE LTD$9,144,961$9,144,961 â–²New Holding795,2140.3%SPONSORED ADSTENAX THERAPEUTICS INC$8,503,195$8,503,195 â–²New Holding584,4120.3%COM NEWKARDIGAN INC$7,155,000$7,155,000 â–²New Holding300,0000.3%COMAMANAT ACQUISITION CORP$7,112,000$7,112,000 â–²New Holding700,0000.3%CL A ORDHEMAB THERAPEUTICS HLDGS INC$5,876,800$5,876,800 â–²New Holding160,0000.2%COM SHSGHRSGH Research$5,570,611$5,570,611 â–²New Holding207,2400.2%HealthcareWATWaters$5,265,562$5,265,562 â–²New Holding14,0400.2%HealthcareRESEARCH ALLIANCE CORP III$4,280,000$4,280,000 â–²New Holding400,0000.2%ORD SHS CL AJATT II ACQUISITION CORP$2,840,000$2,840,000 â–²New Holding250,0000.1%ORD SHSLUNGPulmonx$978,3030.0%752,5410.0%HealthcareVYNEVYNE Therapeutics$596,0910.0%916,0770.0%HealthcareCYCNCyclerion Therapeutics$531,857$531,857 â–²New Holding156,8900.0%HealthcareGUARDANT HEALTH INC$0$102,575,501 â–¼-100.0%00.0%DEBT 1.250% 2/1CNTACentessa Pharmaceuticals$0$78,914,425 â–¼-100.0%00.0%HealthcareNUVLNuvalent$0$71,758,951 â–¼-100.0%00.0%HealthcareCG ONCOLOGY INC$0$66,650,113 â–¼-100.0%00.0%COMAPOGEE THERAPEUTICS INC$0$40,289,401 â–¼-100.0%00.0%COMPENPenumbra$0$34,594,436 â–¼-100.0%00.0%HealthcareSLNOSoleno Therapeutics$0$32,115,991 â–¼-100.0%00.0%HealthcareILMNIllumina$0$28,253,041 â–¼-100.0%00.0%HealthcareBMRNBioMarin Pharmaceutical$0$28,076,660 â–¼-100.0%00.0%HealthcareESTAEstablishment Labs$0$26,323,208 â–¼-100.0%00.0%HealthcareFULCFulcrum Therapeutics$0$24,044,852 â–¼-100.0%00.0%HealthcareCVSCVS Health$0$20,878,074 â–¼-100.0%00.0%HealthcareTARSTarsus Pharmaceuticals$0$18,639,907 â–¼-100.0%00.0%HealthcareENGENE HOLDINGS INC$0$16,731,285 â–¼-100.0%00.0%COMShowing largest 100 holdings. 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