13F HOLDINGS REPORT
BRAIDWELL LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001420506-23-001695
Total Value
$3.06B
Positions
82
Other Managers
0
Confidential Omitted
No
Holdings (82)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUARDANT HEALTH INC | GH | 268,252,000 | $193.1M | 6.31% |
| 2 | EXACT SCIENCES CORP | 30063PAC9 | 131,000,000 | $134.7M | 4.40% |
| 3 | NOVOCURE LTD | NVCR | 135,834,000 | $118.2M | 3.86% |
| 4 | NANOSTRING TECHNOLOGIES INC | 63009RAD1 | 145,520,000 | $115.4M | 3.77% |
| 5 | ASCENDIS PHARMA A/S | ASND | 124,000,000 | $113.2M | 3.70% |
| 6 | BRIDGEBIO PHARMA INC | BBIO | 128,338,000 | $101.1M | 3.30% |
| 7 | NEVRO CORP | 64157FAC7 | 109,251,000 | $100.9M | 3.30% |
| 8 | NEUROCRINE BIOSCIENCES INC | NBIX | 933,362 | $88.0M | 2.88% |
| 9 | VAXCYTE INC | PCVX | 1,722,353 | $86.0M | 2.81% |
| 10 | ALPHATEC HLDGS INC | ATEC | 70,750,000 | $82.4M | 2.69% |
| 11 | ALIGN TECHNOLOGY INC | ALGN | 224,030 | $79.2M | 2.59% |
| 12 | GLAUKOS CORP | GKOS | 1,044,392 | $74.4M | 2.43% |
| 13 | XENON PHARMACEUTICALS INC | XENE | 1,828,353 | $70.4M | 2.30% |
| 14 | NATERA INC | NTRA | 1,152,851 | $56.1M | 1.83% |
| 15 | DECIPHERA PHARMACEUTICALS IN | 24344T101 | 3,646,419 | $51.3M | 1.68% |
| 16 | TRAVERE THERAPEUTICS INC | TVTX | 56,031,000 | $50.5M | 1.65% |
| 17 | NUVASIVE INC | NU | 55,323,000 | $50.1M | 1.64% |
| 18 | IONIS PHARMACEUTICALS INC | IONS | 52,740,000 | $50.0M | 1.63% |
| 19 | IRHYTHM TECHNOLOGIES INC | IRTC | 478,557 | $49.9M | 1.63% |
| 20 | DICE THERAPEUTICS INC | 23345J104 | 1,029,901 | $47.8M | 1.56% |
| 21 | KEROS THERAPEUTICS INC | KROS | 1,143,865 | $46.0M | 1.50% |
| 22 | NEVRO CORP | 64157F103 | 1,776,368 | $45.2M | 1.48% |
| 23 | KARYOPHARM THERAPEUTICS INC | KPTI | 65,976,000 | $43.0M | 1.41% |
| 24 | INTUITIVE SURGICAL INC | ISRG | 123,820 | $42.3M | 1.38% |
| 25 | MERUS N V | N5749R100 | 1,543,162 | $40.6M | 1.33% |
| 26 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 3,361,813 | $40.1M | 1.31% |
| 27 | BOSTON SCIENTIFIC CORP | BSX | 717,050 | $38.8M | 1.27% |
| 28 | BRIDGEBIO PHARMA INC | BBIO | 62,294,000 | $38.6M | 1.26% |
| 29 | LEGEND BIOTECH CORP | LEGN | 556,301 | $38.4M | 1.25% |
| 30 | INSMED INC | INSM | 39,963,000 | $38.0M | 1.24% |
| 31 | PARAGON 28 INC | 69913P105 | 2,136,122 | $37.9M | 1.24% |
| 32 | NEOGENOMICS INC | NEO | 48,678,000 | $36.1M | 1.18% |
| 33 | BIOGEN INC | BIIB | 121,942 | $34.7M | 1.13% |
| 34 | ORTHOPEDIATRICS CORP | KIDS | 761,208 | $33.4M | 1.09% |
| 35 | OUTSET MED INC | OM | 1,460,368 | $31.9M | 1.04% |
| 36 | ACLARIS THERAPEUTICS INC | ACRS | 2,901,194 | $30.1M | 0.98% |
| 37 | AXONICS INC | 05465P101 | 573,791 | $29.0M | 0.95% |
| 38 | VIRIDIAN THERAPEUTICS INC | VRDN | 1,206,300 | $28.7M | 0.94% |
| 39 | IMMUNOCORE HLDGS PLC | IMCR | 468,027 | $28.1M | 0.92% |
| 40 | HARROW HEALTH INC | HROW | 1,452,538 | $27.7M | 0.90% |
| 41 | NEOGENOMICS INC | NEO | 28,000,000 | $26.3M | 0.86% |
| 42 | AMYRIS INC | 03236MAJ0 | 137,850,000 | $26.2M | 0.86% |
| 43 | ALECTOR INC | ALEC | 4,131,315 | $24.8M | 0.81% |
| 44 | ANAPTYSBIO INC | ANABV | 1,154,423 | $23.5M | 0.77% |
| 45 | DBV TECHNOLOGIES S A | DBVTF | 12,107,785 | $23.0M | 0.75% |
| 46 | TRAVERE THERAPEUTICS INC | TVTX | 28,350,000 | $22.8M | 0.75% |
| 47 | PENUMBRA INC | PEN | 65,844 | $22.7M | 0.74% |
| 48 | ILLUMINA INC | ILMN | 22,645,000 | $22.6M | 0.74% |
| 49 | MARAVAI LIFESCIENCES HLDGS I | MARA | 1,804,700 | $22.4M | 0.73% |
| 50 | ENANTA PHARMACEUTICALS INC | ENTA | 1,038,310 | $22.2M | 0.73% |
| 51 | HILLEVAX INC | 43157M102 | 1,249,246 | $21.5M | 0.70% |
| 52 | CULLINAN ONCOLOGY INC | CGEM | 1,908,865 | $20.5M | 0.67% |
| 53 | BIOCRYST PHARMACEUTICALS INC | BCRX | 2,791,880 | $19.7M | 0.64% |
| 54 | COMPASS THERAPEUTICS INC | CMPX | 5,954,273 | $18.9M | 0.62% |
| 55 | RAPT THERAPEUTICS INC | 75382E109 | 984,400 | $18.4M | 0.60% |
| 56 | VIR BIOTECHNOLOGY INC | VIR | 728,549 | $17.9M | 0.58% |
| 57 | TERNS PHARMACEUTICALS INC | TERN | 1,842,352 | $16.1M | 0.53% |
| 58 | KRYSTAL BIOTECH INC | KRYS | 133,291 | $15.6M | 0.51% |
| 59 | DYNE THERAPEUTICS INC | DYN | 1,377,872 | $15.5M | 0.51% |
| 60 | INVITAE CORP | 46185LAB9 | 16,781,000 | $15.0M | 0.49% |
| 61 | THERMO FISHER SCIENTIFIC INC | TMO | 27,300 | $14.2M | 0.47% |
| 62 | RHYTHM PHARMACEUTICALS INC | RYTM | 843,087 | $13.9M | 0.45% |
| 63 | INTEGRA LIFESCIENCES HLDGS C | IART | 14,500,000 | $13.3M | 0.43% |
| 64 | DANAHER CORPORATION | 235851102 | 55,400 | $13.3M | 0.43% |
| 65 | PULMONX CORP | LUNG | 999,362 | $13.1M | 0.43% |
| 66 | REPLIGEN CORP | RGEN | 92,000 | $13.0M | 0.43% |
| 67 | KRYSTAL BIOTECH INC | KRYS | 108,108 | $12.7M | 0.41% |
| 68 | CRINETICS PHARMACEUTICALS IN | CRNX | 650,312 | $11.7M | 0.38% |
| 69 | REPLIMUNE GROUP INC | REPL | 487,520 | $11.3M | 0.37% |
| 70 | ACELYRIN INC | 00445A100 | 500,000 | $10.4M | 0.34% |
| 71 | GUARDANT HEALTH INC | GH | 270,000 | $9.7M | 0.32% |
| 72 | ALX ONCOLOGY HLDGS INC | ALXO | 1,249,900 | $9.4M | 0.31% |
| 73 | MINERALYS THERAPEUTICS INC | MLYS | 550,300 | $9.4M | 0.31% |
| 74 | MIRATI THERAPEUTICS INC | 60468T105 | 240,625 | $8.7M | 0.28% |
| 75 | SEAGEN INC | SE | 42,497 | $8.2M | 0.27% |
| 76 | AGENUS INC | AGEN | 4,697,930 | $7.5M | 0.25% |
| 77 | NUVATION BIO INC | NUVB | 4,122,900 | $7.4M | 0.24% |
| 78 | CUTERA INC | 232109AD0 | 11,500,000 | $7.2M | 0.24% |
| 79 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 648,451 | $4.4M | 0.14% |
| 80 | INSMED INC | INSM | 3,500,000 | $3.0M | 0.10% |
| 81 | ESPERION THERAPEUTICS INC NE | ESPR | 895,949 | $1.2M | 0.04% |
| 82 | ALPHATEC HLDGS INC | ATEC | 25,431 | $457,249 | 0.01% |