13F HOLDINGS REPORT
BRAIDWELL LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001420506-23-002213
Total Value
$3.16B
Positions
86
Other Managers
0
Confidential Omitted
No
Holdings (86)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUARDANT HEALTH INC | GH | 268,252,000 | $185.8M | 5.87% |
| 2 | NOVOCURE LTD | NVCR | 135,834,000 | $118.0M | 3.73% |
| 3 | ASCENDIS PHARMA A/S | ASND | 124,000,000 | $113.8M | 3.60% |
| 4 | EXACT SCIENCES CORP | 30063PAC9 | 131,000,000 | $113.7M | 3.59% |
| 5 | NANOSTRING TECHNOLOGIES INC | 63009RAD1 | 145,520,000 | $112.4M | 3.55% |
| 6 | BRIDGEBIO PHARMA INC | BBIO | 114,338,000 | $109.8M | 3.47% |
| 7 | NEUROCRINE BIOSCIENCES INC | NBIX | 968,024 | $108.9M | 3.44% |
| 8 | NEVRO CORP | 64157FAC7 | 109,251,000 | $102.0M | 3.22% |
| 9 | VAXCYTE INC | PCVX | 1,619,553 | $82.6M | 2.61% |
| 10 | XENON PHARMACEUTICALS INC | XENE | 2,103,396 | $71.9M | 2.27% |
| 11 | BOSTON SCIENTIFIC CORP | BSX | 1,164,850 | $61.5M | 1.94% |
| 12 | LEGEND BIOTECH CORP | LEGN | 879,564 | $59.1M | 1.87% |
| 13 | NUVASIVE INC | NU | 61,340,000 | $56.6M | 1.79% |
| 14 | INSULET CORP | PODD | 54,500,000 | $53.6M | 1.69% |
| 15 | IRHYTHM TECHNOLOGIES INC | IRTC | 568,157 | $53.6M | 1.69% |
| 16 | GLAUKOS CORP | GKOS | 695,792 | $52.4M | 1.65% |
| 17 | IONIS PHARMACEUTICALS INC | IONS | 52,740,000 | $51.8M | 1.64% |
| 18 | BRIDGEBIO PHARMA INC | BBIO | 67,294,000 | $50.5M | 1.59% |
| 19 | SAREPTA THERAPEUTICS INC | SRPT | 44,166,000 | $49.5M | 1.57% |
| 20 | TRAVERE THERAPEUTICS INC | TVTX | 56,031,000 | $48.2M | 1.52% |
| 21 | IMMUNOCORE HLDGS PLC | IMCR | 906,973 | $47.1M | 1.49% |
| 22 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 3,715,573 | $45.6M | 1.44% |
| 23 | NEOGENOMICS INC | NEO | 62,601,000 | $45.2M | 1.43% |
| 24 | NATERA INC | NTRA | 1,012,145 | $44.8M | 1.42% |
| 25 | KEROS THERAPEUTICS INC | KROS | 1,357,309 | $43.3M | 1.37% |
| 26 | ALPHATEC HLDGS INC | ATEC | 44,750,000 | $43.1M | 1.36% |
| 27 | DECIPHERA PHARMACEUTICALS IN | 24344T101 | 3,336,221 | $42.4M | 1.34% |
| 28 | PARAGON 28 INC | 69913P105 | 3,361,824 | $42.2M | 1.33% |
| 29 | KARYOPHARM THERAPEUTICS INC | KPTI | 65,976,000 | $40.9M | 1.29% |
| 30 | MARAVAI LIFESCIENCES HLDGS I | MARA | 3,974,857 | $39.7M | 1.26% |
| 31 | INSMED INC | INSM | 39,963,000 | $39.7M | 1.26% |
| 32 | THERMO FISHER SCIENTIFIC INC | TMO | 75,749 | $38.3M | 1.21% |
| 33 | ALIGN TECHNOLOGY INC | ALGN | 125,213 | $38.2M | 1.21% |
| 34 | BIOCRYST PHARMACEUTICALS INC | BCRX | 5,362,980 | $38.0M | 1.20% |
| 35 | IRONWOOD PHARMACEUTICALS INC | IRWD | 37,509,000 | $37.3M | 1.18% |
| 36 | DEXCOM INC | DXCM | 37,500,000 | $35.5M | 1.12% |
| 37 | NEVRO CORP | 64157F103 | 1,776,368 | $34.1M | 1.08% |
| 38 | ORTHOPEDIATRICS CORP | KIDS | 1,057,770 | $33.8M | 1.07% |
| 39 | INTUITIVE SURGICAL INC | ISRG | 114,920 | $33.6M | 1.06% |
| 40 | VIRIDIAN THERAPEUTICS INC | VRDN | 1,735,182 | $26.6M | 0.84% |
| 41 | ALECTOR INC | ALEC | 4,074,120 | $26.4M | 0.83% |
| 42 | NEOGENOMICS INC | NEO | 28,000,000 | $26.3M | 0.83% |
| 43 | OUTSET MED INC | OM | 2,400,427 | $26.1M | 0.83% |
| 44 | HARROW INC | HROW | 1,808,684 | $26.0M | 0.82% |
| 45 | BICYCLE THERAPEUTICS PLC | BCYC | 1,289,872 | $25.9M | 0.82% |
| 46 | 89BIO INC | 282559103 | 1,590,387 | $24.6M | 0.78% |
| 47 | PENUMBRA INC | PEN | 95,315 | $23.1M | 0.73% |
| 48 | GUARDANT HEALTH INC | GH | 689,000 | $20.4M | 0.65% |
| 49 | LANTHEUS HLDGS INC | LNTH | 288,300 | $20.0M | 0.63% |
| 50 | CUTERA INC | 232109AD0 | 33,900,000 | $20.0M | 0.63% |
| 51 | INSPIRE MED SYS INC | 457730109 | 100,300 | $19.9M | 0.63% |
| 52 | AXONICS INC | 05465P101 | 354,527 | $19.9M | 0.63% |
| 53 | HILLEVAX INC | 43157M102 | 1,449,246 | $19.5M | 0.62% |
| 54 | MINERALYS THERAPEUTICS INC | MLYS | 2,023,900 | $19.2M | 0.61% |
| 55 | DANAHER CORPORATION | 235851102 | 77,200 | $19.2M | 0.61% |
| 56 | ANAPTYSBIO INC | ANABV | 1,049,823 | $18.9M | 0.60% |
| 57 | REPLIGEN CORP | RGEN | 118,400 | $18.8M | 0.59% |
| 58 | PROTAGONIST THERAPEUTICS INC | PTGX | 1,109,150 | $18.5M | 0.58% |
| 59 | TRAVERE THERAPEUTICS INC | TVTX | 28,350,000 | $18.4M | 0.58% |
| 60 | RAPT THERAPEUTICS INC | 75382E109 | 1,082,512 | $18.0M | 0.57% |
| 61 | CULLINAN ONCOLOGY INC | CGEM | 1,908,865 | $17.3M | 0.55% |
| 62 | INCYTE CORP | INCY | 294,900 | $17.0M | 0.54% |
| 63 | TRANSMEDICS GROUP INC | TMDX | 307,200 | $16.8M | 0.53% |
| 64 | DBV TECHNOLOGIES S A | DBVTF | 12,107,785 | $16.5M | 0.52% |
| 65 | DYNE THERAPEUTICS INC | DYN | 1,821,972 | $16.3M | 0.52% |
| 66 | IRONWOOD PHARMACEUTICALS INC | IRWD | 15,500,000 | $15.1M | 0.48% |
| 67 | INVITAE CORP | 46185LAB9 | 16,781,000 | $14.9M | 0.47% |
| 68 | TERNS PHARMACEUTICALS INC | TERN | 2,840,052 | $14.3M | 0.45% |
| 69 | INTEGRA LIFESCIENCES HLDGS C | IART | 14,500,000 | $13.3M | 0.42% |
| 70 | IRONWOOD PHARMACEUTICALS INC | IRWD | 1,348,099 | $13.0M | 0.41% |
| 71 | COMPASS THERAPEUTICS INC | CMPX | 5,954,273 | $11.7M | 0.37% |
| 72 | ENANTA PHARMACEUTICALS INC | ENTA | 1,038,310 | $11.6M | 0.37% |
| 73 | PROCEPT BIOROBOTICS CORP | PRCT | 331,061 | $10.9M | 0.34% |
| 74 | THIRD HARMONIC BIO INC | 88427A107 | 1,653,991 | $10.6M | 0.33% |
| 75 | APOGEE THERAPEUTICS INC | APGE | 491,113 | $10.5M | 0.33% |
| 76 | PULMONX CORP | LUNG | 988,559 | $10.2M | 0.32% |
| 77 | THE BEAUTY HEALTH COMPANY | 88331L108 | 1,626,236 | $9.8M | 0.31% |
| 78 | AMGEN INC | AMGN | 36,200 | $9.7M | 0.31% |
| 79 | SEAGEN INC | SE | 42,497 | $9.0M | 0.28% |
| 80 | KRYSTAL BIOTECH INC | KRYS | 77,497 | $9.0M | 0.28% |
| 81 | REPLIMUNE GROUP INC | REPL | 487,520 | $8.3M | 0.26% |
| 82 | AGENUS INC | AGEN | 6,307,030 | $7.1M | 0.23% |
| 83 | RAYZEBIO INC | 75525N107 | 277,778 | $6.2M | 0.19% |
| 84 | ALX ONCOLOGY HLDGS INC | ALXO | 1,249,900 | $6.0M | 0.19% |
| 85 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 967,690 | $5.3M | 0.17% |
| 86 | MERUS N V | N5749R100 | 1,901,337 | $0 | 0.00% |