13F HOLDINGS REPORT
BRAIDWELL LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000905148-23-000454
Total Value
$3.03B
Positions
81
Other Managers
0
Confidential Omitted
No
Holdings (81)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUARDANT HEALTH INC | GH | 250,022,000 | $168.8M | 5.57% |
| 2 | EXACT SCIENCES CORP | 30063PAC9 | 139,000,000 | $122.7M | 4.05% |
| 3 | NANOSTRING TECHNOLOGIES INC | 63009RAD1 | 145,520,000 | $121.8M | 4.02% |
| 4 | NOVOCURE LTD | NVCR | 134,334,000 | $116.8M | 3.85% |
| 5 | ALPHATEC HLDGS INC | ATEC | 101,250,000 | $108.2M | 3.57% |
| 6 | BRIDGEBIO PHARMA INC | BBIO | 143,338,000 | $106.2M | 3.50% |
| 7 | NEVRO CORP | 64157FAC7 | 109,251,000 | $102.7M | 3.39% |
| 8 | GLAUKOS CORP | GKOS | 1,806,651 | $90.5M | 2.99% |
| 9 | IVERIC BIO INC | 46583P102 | 3,714,672 | $90.4M | 2.98% |
| 10 | NEUROCRINE BIOSCIENCES INC | NBIX | 766,800 | $77.6M | 2.56% |
| 11 | XENON PHARMACEUTICALS INC | XENE | 2,137,110 | $76.5M | 2.52% |
| 12 | ALIGN TECHNOLOGY INC | ALGN | 207,130 | $69.2M | 2.28% |
| 13 | BIOGEN INC | BIIB | 220,742 | $61.4M | 2.02% |
| 14 | NEVRO CORP | 64157F103 | 1,632,915 | $59.0M | 1.95% |
| 15 | INTUITIVE SURGICAL INC | ISRG | 223,120 | $57.0M | 1.88% |
| 16 | IRHYTHM TECHNOLOGIES INC | IRTC | 454,169 | $56.3M | 1.86% |
| 17 | NATERA INC | NTRA | 982,241 | $54.5M | 1.80% |
| 18 | TRAVERE THERAPEUTICS INC | TVTX | 56,031,000 | $53.9M | 1.78% |
| 19 | NUVASIVE INC | NU | 51,500,000 | $51.1M | 1.69% |
| 20 | KARYOPHARM THERAPEUTICS INC | KPTI | 65,976,000 | $51.1M | 1.69% |
| 21 | DECIPHERA PHARMACEUTICALS IN | 24344T101 | 3,241,351 | $50.1M | 1.65% |
| 22 | VAXCYTE INC | PCVX | 1,319,978 | $49.5M | 1.63% |
| 23 | IONIS PHARMACEUTICALS INC | IONS | 52,740,000 | $48.1M | 1.59% |
| 24 | EXACT SCIENCES CORP | 30063PAB1 | 48,300,000 | $45.2M | 1.49% |
| 25 | ORTHOPEDIATRICS CORP | KIDS | 998,871 | $44.2M | 1.46% |
| 26 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 3,159,895 | $42.2M | 1.39% |
| 27 | ENANTA PHARMACEUTICALS INC | ENTA | 1,038,310 | $42.0M | 1.38% |
| 28 | AMYRIS INC | 03236MAJ0 | 137,850,000 | $39.1M | 1.29% |
| 29 | AMGEN INC | AMGN | 161,500 | $39.0M | 1.29% |
| 30 | INSMED INC | INSM | 39,963,000 | $36.5M | 1.20% |
| 31 | NEOGENOMICS INC | NEO | 48,678,000 | $36.0M | 1.19% |
| 32 | IONIS PHARMACEUTICALS INC | IONS | 36,533,000 | $33.8M | 1.11% |
| 33 | NUVASIVE INC | NU | 36,665,000 | $32.5M | 1.07% |
| 34 | CRINETICS PHARMACEUTICALS IN | CRNX | 2,019,714 | $32.4M | 1.07% |
| 35 | OUTSET MED INC | OM | 1,754,350 | $32.3M | 1.06% |
| 36 | NEOGENOMICS INC | NEO | 33,000,000 | $31.0M | 1.02% |
| 37 | HARROW HEALTH INC | HROW | 1,452,538 | $30.7M | 1.01% |
| 38 | PENUMBRA INC | PEN | 107,044 | $29.8M | 0.98% |
| 39 | BELLUS HEALTH INC NEW | 07987C204 | 4,126,194 | $29.7M | 0.98% |
| 40 | LEGEND BIOTECH CORP | LEGN | 601,801 | $29.0M | 0.96% |
| 41 | DICE THERAPEUTICS INC | 23345J104 | 984,800 | $28.2M | 0.93% |
| 42 | TRAVERE THERAPEUTICS INC | TVTX | 28,350,000 | $27.9M | 0.92% |
| 43 | KRYSTAL BIOTECH INC | KRYS | 348,036 | $27.9M | 0.92% |
| 44 | BRIDGEBIO PHARMA INC | BBIO | 42,294,000 | $27.4M | 0.90% |
| 45 | MERUS N V | N5749R100 | 1,473,084 | $27.1M | 0.89% |
| 46 | HILLEVAX INC | 43157M102 | 1,620,216 | $26.8M | 0.88% |
| 47 | ACLARIS THERAPEUTICS INC | ACRS | 3,269,094 | $26.4M | 0.87% |
| 48 | TERNS PHARMACEUTICALS INC | TERN | 1,997,055 | $23.6M | 0.78% |
| 49 | ANAPTYSBIO INC | ANABV | 973,073 | $21.2M | 0.70% |
| 50 | IMMUNOCORE HLDGS PLC | IMCR | 426,110 | $21.1M | 0.69% |
| 51 | DBV TECHNOLOGIES S A | DBVTF | 12,107,785 | $20.5M | 0.67% |
| 52 | ALECTOR INC | ALEC | 3,206,315 | $19.8M | 0.65% |
| 53 | SYNDAX PHARMACEUTICALS INC | SNDX | 920,049 | $19.4M | 0.64% |
| 54 | GLOBUS MED INC | GMED | 335,200 | $19.0M | 0.63% |
| 55 | PARAGON 28 INC | 69913P105 | 1,098,722 | $18.8M | 0.62% |
| 56 | STERIS PLC | STE | 95,694 | $18.3M | 0.60% |
| 57 | MIRATI THERAPEUTICS INC | 60468T105 | 452,000 | $16.8M | 0.55% |
| 58 | BIOCRYST PHARMACEUTICALS INC | BCRX | 1,945,134 | $16.2M | 0.54% |
| 59 | DYNE THERAPEUTICS INC | DYN | 1,377,872 | $15.9M | 0.52% |
| 60 | INVITAE CORP | 46185LAB9 | 16,781,000 | $14.8M | 0.49% |
| 61 | VIR BIOTECHNOLOGY INC | VIR | 604,036 | $14.1M | 0.46% |
| 62 | MERSANA THERAPEUTICS INC | 59045L106 | 3,355,805 | $13.8M | 0.45% |
| 63 | PULMONX CORP | LUNG | 1,163,294 | $13.0M | 0.43% |
| 64 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 1,097,300 | $12.7M | 0.42% |
| 65 | COMPASS THERAPEUTICS INC | CMPX | 3,247,847 | $10.6M | 0.35% |
| 66 | ARCELLX INC | ACLX | 333,800 | $10.3M | 0.34% |
| 67 | ARGENX SE | ARGX | 24,600 | $9.2M | 0.30% |
| 68 | AXONICS INC | 05465P101 | 166,704 | $9.1M | 0.30% |
| 69 | MINERALYS THERAPEUTICS INC | MLYS | 550,300 | $8.6M | 0.28% |
| 70 | TRANSMEDICS GROUP INC | TMDX | 98,459 | $7.5M | 0.25% |
| 71 | NUVATION BIO INC | NUVB | 4,122,900 | $6.8M | 0.23% |
| 72 | SUPERNUS PHARMACEUTICALS | SUPN | 6,500,000 | $6.5M | 0.21% |
| 73 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 648,451 | $5.7M | 0.19% |
| 74 | ALX ONCOLOGY HLDGS INC | ALXO | 1,249,900 | $5.6M | 0.19% |
| 75 | INSMED INC | INSM | 3,500,000 | $2.7M | 0.09% |
| 76 | SILK RD MED INC | 82710M100 | 63,331 | $2.5M | 0.08% |
| 77 | IMMATICS N.V | IMTX | 322,287 | $2.2M | 0.07% |
| 78 | ESPERION THERAPEUTICS INC NE | ESPR | 1,211,519 | $1.9M | 0.06% |
| 79 | REPLIMUNE GROUP INC | REPL | 73,665 | $1.3M | 0.04% |
| 80 | ILLUMINA INC | ILMN | 11,100,000 | $1.1M | 0.04% |
| 81 | AVALO THERAPEUTICS INC | AVTX | 247,254 | $432,695 | 0.01% |