13F HOLDINGS REPORT
BRAIDWELL LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001420506-23-000696
Total Value
$2.98B
Positions
90
Other Managers
0
Confidential Omitted
No
Holdings (90)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUARDANT HEALTH INC | GH | 250,022,000 | $156.7M | 5.25% |
| 2 | NANOSTRING TECHNOLOGIES INC | 63009RAD1 | 145,520,000 | $118.2M | 3.96% |
| 3 | NOVOCURE LTD | NVCR | 131,834,000 | $117.6M | 3.94% |
| 4 | EXACT SCIENCES CORP | 30063PAC9 | 139,000,000 | $109.6M | 3.67% |
| 5 | ALPHATEC HLDGS INC | ATEC | 112,250,000 | $103.1M | 3.46% |
| 6 | NEVRO CORP | 64157FAC7 | 109,251,000 | $100.2M | 3.36% |
| 7 | GLAUKOS CORP | GKOS | 1,661,851 | $72.6M | 2.43% |
| 8 | IVERIC BIO INC | 46583P102 | 3,341,300 | $71.5M | 2.40% |
| 9 | BIOGEN INC | BIIB | 252,542 | $69.9M | 2.34% |
| 10 | VAXCYTE INC | PCVX | 1,362,278 | $65.3M | 2.19% |
| 11 | NATERA INC | NTRA | 1,621,012 | $65.1M | 2.18% |
| 12 | BRIDGEBIO PHARMA INC | BBIO | 141,500,000 | $63.7M | 2.13% |
| 13 | CRINETICS PHARMACEUTICALS IN | CRNX | 3,469,674 | $63.5M | 2.13% |
| 14 | XENON PHARMACEUTICALS INC | XENE | 1,548,110 | $61.0M | 2.05% |
| 15 | INTUITIVE SURGICAL INC | ISRG | 223,120 | $59.2M | 1.98% |
| 16 | DECIPHERA PHARMACEUTICALS IN | 24344T101 | 3,271,513 | $53.6M | 1.80% |
| 17 | KARYOPHARM THERAPEUTICS INC | KPTI | 65,976,000 | $49.4M | 1.65% |
| 18 | IONIS PHARMACEUTICALS INC | IONS | 52,740,000 | $48.9M | 1.64% |
| 19 | NEVRO CORP | 64157F103 | 1,192,298 | $47.2M | 1.58% |
| 20 | TRAVERE THERAPEUTICS INC | TVTX | 50,536,000 | $46.6M | 1.56% |
| 21 | IRHYTHM TECHNOLOGIES INC | IRTC | 497,667 | $46.6M | 1.56% |
| 22 | ALIGN TECHNOLOGY INC | ALGN | 219,930 | $46.4M | 1.55% |
| 23 | OUTSET MED INC | OM | 1,704,552 | $44.0M | 1.47% |
| 24 | AMYRIS INC | 03236MAJ0 | 137,850,000 | $43.3M | 1.45% |
| 25 | ORTHOPEDIATRICS CORP | KIDS | 1,044,699 | $41.5M | 1.39% |
| 26 | EXACT SCIENCES CORP | 30063PAB1 | 48,300,000 | $40.1M | 1.34% |
| 27 | ACLARIS THERAPEUTICS INC | ACRS | 2,393,985 | $37.7M | 1.26% |
| 28 | INSMED INC | INSM | 399,630,000 | $37.7M | 1.26% |
| 29 | PENUMBRA INC | PEN | 162,828 | $36.2M | 1.21% |
| 30 | AMGEN INC | AMGN | 131,100 | $34.4M | 1.15% |
| 31 | BELLUS HEALTH INC NEW | 07987C204 | 4,112,494 | $33.8M | 1.13% |
| 32 | IONIS PHARMACEUTICALS INC | IONS | 36,533,000 | $33.4M | 1.12% |
| 33 | LEGEND BIOTECH CORP | LEGN | 658,101 | $32.9M | 1.10% |
| 34 | NUVASIVE INC | NU | 36,665,000 | $32.2M | 1.08% |
| 35 | NEOGENOMICS INC | NEO | 48,678,000 | $31.9M | 1.07% |
| 36 | SYNDAX PHARMACEUTICALS INC | SNDX | 1,242,802 | $31.6M | 1.06% |
| 37 | MERUS N V | N5749R100 | 1,998,084 | $30.9M | 1.04% |
| 38 | TRAVERE THERAPEUTICS INC | TVTX | 1,455,585 | $30.6M | 1.03% |
| 39 | KRYSTAL BIOTECH INC | KRYS | 358,056 | $28.4M | 0.95% |
| 40 | NEOGENOMICS INC | NEO | 33,000,000 | $28.0M | 0.94% |
| 41 | HILLEVAX INC | 43157M102 | 1,620,216 | $27.1M | 0.91% |
| 42 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 1,246,539 | $26.8M | 0.90% |
| 43 | DICE THERAPEUTICS INC | 23345J104 | 839,075 | $26.2M | 0.88% |
| 44 | TRAVERE THERAPEUTICS INC | TVTX | 28,350,000 | $25.9M | 0.87% |
| 45 | QUIDELORTHO CORP | QDEL | 300,437 | $25.7M | 0.86% |
| 46 | GLOBUS MED INC | GMED | 343,626 | $25.5M | 0.86% |
| 47 | ACADIA PHARMACEUTICALS INC | ACAD | 1,493,121 | $23.8M | 0.80% |
| 48 | ANAPTYSBIO INC | ANABV | 726,122 | $22.5M | 0.75% |
| 49 | SILK RD MED INC | 82710M100 | 416,817 | $22.0M | 0.74% |
| 50 | ESPERION THERAPEUTICS INC NE | ESPR | 3,393,405 | $21.1M | 0.71% |
| 51 | BIOMARIN PHARMACEUTICAL INC | BMRN | 19,200,000 | $20.7M | 0.69% |
| 52 | APELLIS PHARMACEUTICALS INC | APLS | 389,596 | $20.1M | 0.68% |
| 53 | RAPT THERAPEUTICS INC | 75382E109 | 1,000,000 | $19.8M | 0.66% |
| 54 | MIRATI THERAPEUTICS INC | 60468T105 | 413,600 | $18.7M | 0.63% |
| 55 | TRANSMEDICS GROUP INC | TMDX | 303,185 | $18.7M | 0.63% |
| 56 | ARGENX SE | ARGX | 49,200 | $18.6M | 0.62% |
| 57 | DBV TECHNOLOGIES S A | DBVTF | 12,107,785 | $18.5M | 0.62% |
| 58 | SAREPTA THERAPEUTICS INC | SRPT | 140,352 | $18.2M | 0.61% |
| 59 | REPLIMUNE GROUP INC | REPL | 662,349 | $18.0M | 0.60% |
| 60 | STERIS PLC | STE | 95,694 | $17.7M | 0.59% |
| 61 | EDWARDS LIFESCIENCES CORP | EW | 235,319 | $17.6M | 0.59% |
| 62 | IMMUNOGEN INC | 45253H101 | 3,474,497 | $17.2M | 0.58% |
| 63 | COOPER COS INC | 216648402 | 52,115 | $17.2M | 0.58% |
| 64 | INVITAE CORP | 46185LAB9 | 21,500,000 | $17.0M | 0.57% |
| 65 | NUVASIVE INC | NU | 16,500,000 | $16.2M | 0.54% |
| 66 | BRIDGEBIO PHARMA INC | BBIO | 42,294,000 | $16.2M | 0.54% |
| 67 | ENANTA PHARMACEUTICALS INC | ENTA | 325,838 | $15.2M | 0.51% |
| 68 | PULMONX CORP | LUNG | 1,621,494 | $13.7M | 0.46% |
| 69 | MERSANA THERAPEUTICS INC | 59045L106 | 1,862,700 | $10.9M | 0.37% |
| 70 | IMMATICS N.V | IMTX | 1,250,052 | $10.9M | 0.36% |
| 71 | PROTAGONIST THERAPEUTICS INC | PTGX | 927,800 | $10.1M | 0.34% |
| 72 | BIOMARIN PHARMACEUTICAL INC | BMRN | 9,000,000 | $9.6M | 0.32% |
| 73 | VIRIDIAN THERAPEUTICS INC | VRDN | 313,403 | $9.2M | 0.31% |
| 74 | NKARTA INC | NKTX | 1,525,800 | $9.1M | 0.31% |
| 75 | COMPASS THERAPEUTICS INC | CMPX | 1,814,266 | $9.1M | 0.31% |
| 76 | DYNE THERAPEUTICS INC | DYN | 753,145 | $8.7M | 0.29% |
| 77 | NEOGENOMICS INC | NEO | 10,000,000 | $8.5M | 0.28% |
| 78 | INSMED INC | INSM | 10,000,000 | $8.3M | 0.28% |
| 79 | NUVATION BIO INC | NUVB | 4,122,900 | $7.9M | 0.27% |
| 80 | ALLAKOS INC | 01671P100 | 920,304 | $7.7M | 0.26% |
| 81 | ALECTOR INC | ALEC | 725,024 | $6.7M | 0.22% |
| 82 | KODIAK SCIENCES INC | KOD | 914,209 | $6.5M | 0.22% |
| 83 | SUPERNUS PHARMACEUTICALS | SUPN | 6,500,000 | $6.4M | 0.22% |
| 84 | FUSION PHARMACEUTICALS INC | 36118A100 | 2,000,000 | $6.3M | 0.21% |
| 85 | MILESTONE PHARMACEUTICALS IN | MIST | 1,164,849 | $4.6M | 0.15% |
| 86 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 381,120 | $4.0M | 0.13% |
| 87 | ALX ONCOLOGY HLDGS INC | ALXO | 258,280 | $2.9M | 0.10% |
| 88 | TRAVERE THERAPEUTICS INC | TVTX | 3,000,000 | $2.7M | 0.09% |
| 89 | NEKTAR THERAPEUTICS | NKTR | 620,280 | $1.4M | 0.05% |
| 90 | ITEOS THERAPEUTICS INC | 46565G104 | 71,585 | $1.4M | 0.05% |