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Braidwell LP

CIK 1920938 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Braidwell LP reported 83 US-listed holdings worth $2.60 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Caris Life Sciences Inc. (5.6%), Hinge Health Inc. (4.2%) and Glaukos Corp. (3.2%). Against the quarter before, it opened 24 positions, added to 20, trimmed 34 and sold out of 23.

Reported holdings$2.60B-0.8% on Q1 2026
Positions83+1 on Q1 2026
The largest ten32.5%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
Added toTrimmed
CAI5.6%HNGE4.2%GKOS3.2%EWTX3.1%SYRE3.0%IRTC3.0%NEO2.8%KOD2.7%XENE2.6%GLUE2.3%DNTH2.2%NBIX2.2%ATEC2.2%GENB2.1%69 more58.8%

The 14 largest of its 83 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $2.32 billion in 65 positions$2.32BQ3 24Q4 2024: $2.24 billion in 59 positions$2.24BQ4 24Q1 2025: $1.92 billion in 52 positions$1.92BQ1 25Q2 2025: $2.09 billion in 45 positions$2.09BQ2 25Q3 2025: $2.47 billion in 64 positions$2.47BQ3 25Q4 2025: $2.61 billion in 68 positions$2.61BQ4 25Q1 2026: $2.63 billion in 82 positions$2.63BQ1 26Q2 2026: $2.60 billion in 83 positions$2.60BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 24Added 20Held 5Trimmed 34Sold out 23
Opened: 24Added: 20Held: 5Trimmed: 34Sold out: 23

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 24

  1. Humana Inc. HUM$45.5 million
  2. Maze Therapeatics MAZE$34.0 million
  3. Avalo Therapeutics Inc. AVTX$30.1 million
  4. Alamar Biosciences Inc. ALMR$29.4 million
  5. Oruka Therapeutics Inc. ORKA$26.5 million
  6. Avalyn Pharma Inc. AVLN$26.4 million
  7. Immunocore Hldgs PLC IMCR$16.6 million
  8. Ovid Therapeutics Inc. OVID$15.9 million

and 16 more in the table below

Added to 20

  1. Alphatec Hldgs Inc. ATEC+4.4 million shares · +201%
  2. Galecto Inc. DMRA+725,531 shares · +81%
  3. TransMedics Group, Inc. TMDX+280,324 shares · +85%
  4. Repligen Corp. RGEN+129,600 shares · +273%
  5. Nektar Therapeutics NKTR+250,916 shares · +113%
  6. Eliem Therapeutics Inc. CLYM+1.3 million shares · +83%
  7. Acadia Healthcare Company, Inc. ACHC+495,577 shares · +77%
  8. Boston Scientific Corp. BSX+241,100 shares · +70%

and 12 more in the table below

Trimmed 34

  1. argenx SE ARGX-67,232 shares · -79%
  2. Neurocrine Biosciences Inc. NBIX-315,950 shares · -48%
  3. Guardant Health Inc. GH-351,862 shares · -70%
  4. MBX Biosciences Inc. MBX-781,587 shares · -52%
  5. Celldex Therapeutics Inc. CLDX-919,436 shares · -68%
  6. Dianthus Therapeutics Inc. DNTH-304,802 shares · -34%
  7. BrightSpring Health Services, Inc. BTSG-419,809 shares · -41%
  8. Caredx Inc. CDNA-952,544 shares · -44%

and 26 more in the table below

Sold out of 23

  1. Centessa Pharmaceuticals PLC CNTA$78.9 million last quarter
  2. Nuvalent Inc. NUVL$71.8 million last quarter
  3. CG Oncology Inc. CGON$66.7 million last quarter
  4. Apogee Therapeutics Inc. APGE$40.3 million last quarter
  5. Penumbra Inc. PEN$34.6 million last quarter
  6. Soleno Therapeutics Inc. SLNO$32.1 million last quarter
  7. Illumina, Inc. ILMN$28.3 million last quarter
  8. Biomarin Pharmaceutical Inc. BMRN$28.1 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Caris Life Sciences Inc. CAI8,256,032$147.1 million5.65%+246,585
Hinge Health Inc. HNGE1,330,127$110.4 million4.24%-124,996
Glaukos Corp. GKOS591,927$82.7 million3.18%-171,578
Edgewise Therapeutics Inc. EWTX1,996,965$81.1 million3.12%-350,618
Spyre Therapeutics Inc. SYRE879,467$78.1 million3.00%-53,356
Irhythm Technologies Inc. IRTC654,262$77.8 million2.99%+44,070
Neogenomics Inc. NEO4,918,202$71.8 million2.76%-699,200
Kodiak Sciences Inc. KOD1,787,318$69.6 million2.67%-31,347
Xenon Pharmaceuticals Inc. XENE1,131,452$68.3 million2.62%-207,000
Monte Rosa Therapeutics Inc. GLUE2,451,562$59.3 million2.28%-755,012
Dianthus Therapeutics Inc. DNTH594,562$58.0 million2.23%-304,802
Neurocrine Biosciences Inc. NBIX336,171$56.7 million2.18%-315,950
Alphatec Hldgs Inc. ATEC6,531,439$56.5 million2.17%+4,358,714
Generate Biomedicines Inc. GENB3,283,844$55.4 million2.13%-309,155
Maravai Lifesciences Hldgs I MRVI8,702,921$54.3 million2.09%-1,537,243
Krystal Biotech, Inc. KRYS128,975$47.9 million1.84%-53,450
Humana Inc. HUM114,500$45.5 million1.75%new
Thermo Fisher Scientific Inc. TMO89,395$44.8 million1.72%-3,520
Kymera Therapeutics Inc. KYMR378,163$43.4 million1.67%+40,604
Rhythm Pharmaceuticals Inc. RYTM381,128$42.3 million1.63%+70,500
Galecto Inc. DMRA1,620,377$42.1 million1.62%+725,531
Acadia Pharmaceuticals Inc. ACAD1,646,399$41.7 million1.60%-824,800
BrightSpring Health Services, Inc. BTSG596,753$41.6 million1.60%-419,809
TransMedics Group, Inc. TMDX609,715$40.5 million1.56%+280,324
MBX Biosciences Inc. MBX710,880$39.2 million1.51%-781,587
Eliem Therapeutics Inc. CLYM2,797,375$36.5 million1.40%+1,267,700
Caredx Inc. CDNA1,220,602$34.8 million1.34%-952,544
Maze Therapeatics MAZE1,140,040$34.0 million1.31%new
Bright Minds Biosciences Inc. DRUG483,822$34.0 million1.30%-55,886
Acadia Healthcare Company, Inc. ACHC1,141,477$33.7 million1.29%+495,577
Nektar Therapeutics NKTR473,617$33.1 million1.27%+250,916
Corvus Pharmaceuticals Inc. CRVS2,126,298$31.8 million1.22%+373,500
Nurix Therapeutics Inc. NRIX1,286,769$31.2 million1.20%-463,997
Inspire Medical Systems, Inc. INSP677,570$30.2 million1.16%no change
Avalo Therapeutics Inc. AVTX1,629,182$30.1 million1.16%new
Alamar Biosciences Inc. ALMR1,083,983$29.4 million1.13%new
Danaher Corp. DHR150,627$28.7 million1.10%+11,300
Intuitive Surgical Inc. ISRG70,137$27.9 million1.07%-7,160
Oruka Therapeutics Inc. ORKA278,164$26.5 million1.02%new
Avalyn Pharma Inc. AVLN801,395$26.4 million1.01%new
Aveanna Healthcare Hldgs Inc. AVAH3,065,106$26.3 million1.01%+861,600
Bioage Labs Inc. BIOA1,033,129$25.3 million0.97%-167,458
Boston Scientific Corp. BSX587,567$25.1 million0.96%+241,100
Vera Therapeutics Inc. VERA564,724$24.2 million0.93%+40,900
Repligen Corp. RGEN177,100$24.2 million0.93%+129,600
Zura Bio Ltd ZURA3,980,295$23.5 million0.90%-8,694
Guardant Health Inc. GH147,850$22.2 million0.85%-351,862
Evolus Inc. EOLS3,155,209$21.9 million0.84%+50,000
Natera Inc Com NTRA79,500$21.6 million0.83%-49,500
Orthopediatrics Corp. KIDS1,100,370$21.1 million0.81%no change
Elevance Health, Inc. ELV53,960$20.9 million0.80%-8,120
Tectonic Therapeutic Inc. TECX596,900$20.5 million0.79%-250,251
Dyne Therapeutics Inc. DYN921,598$20.5 million0.79%-760,400
Immunocore Hldgs PLC IMCR521,327$16.6 million0.64%new
argenx SE ARGX17,707$16.4 million0.63%-67,232
Celldex Therapeutics Inc. CLDX436,646$16.2 million0.62%-919,436
Ovid Therapeutics Inc. OVID5,919,464$15.9 million0.61%new
Mannkind Corp. MNKD3,458,429$14.7 million0.57%new
Uniqure NV QURE301,652$13.9 million0.53%new
X4 Pharmaceuticals Inc. XFOR2,922,754$13.6 million0.52%-350,200
Oric Pharmaceuticals Inc. ORIC1,214,540$13.2 million0.51%+86,500
Kiniksa Pharmaceuticals Intl KNSA183,822$11.8 million0.45%-88,700
Oculis Holding AG OCS834,183$11.6 million0.44%new
Aclaris Therapeutics Inc. ACRS2,142,348$11.3 million0.44%+443,232
Seaport Therapeutics Inc. SPTX500,000$10.9 million0.42%new
Vor Biopharma Inc. VOR573,104$10.6 million0.41%+106,330
Surrozen Inc. SRZN390,753$10.1 million0.39%-5,347
Immunic Inc. IMUX645,010$9.9 million0.38%new
Helix Acquisition Corp. III HLXC900,000$9.5 million0.37%no change
Ionis Pharmaceuticals Inc. IONS116,762$9.3 million0.36%-14,100
Quest Diagnostics Inc. DGX43,200$9.2 million0.35%new
Adlai Nortye Ltd ANL795,214$9.1 million0.35%new
Tenax Therapeutics Inc. TENX584,412$8.5 million0.33%new
Kardigan Inc. KARD300,000$7.2 million0.27%new
Amanat Acquisition Corp. AMAN700,000$7.1 million0.27%new
Hemab Therapeutics Hldgs Inc. COAG160,000$5.9 million0.23%new
GH Research PLC GHRS207,240$5.6 million0.21%new
Waters Corp. WAT14,040$5.3 million0.20%new
Research Alliance Corp Iii Ord Shs Cl A RACC400,000$4.3 million0.16%new
Jatt II Acquisition Corp. JATT250,000$2.8 million0.11%new
Pulmonx Corp. LUNG752,541$978,3030.04%no change
Vyne Therapeutics Inc. VYNE916,077$596,0910.02%no change
Cyclerion Therapeutics Inc. CYCN156,890$531,8570.02%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 23 it sold out of are in the box above.