13F HOLDINGS REPORT
BRAIDWELL LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001420506-24-001566
Total Value
$3.19B
Positions
75
Other Managers
0
Confidential Omitted
No
Holdings (75)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUARDANT HEALTH INC | GH | 268,252,000 | $208.1M | 6.53% |
| 2 | BRIDGEBIO PHARMA INC | BBIO | 140,838,000 | $143.0M | 4.48% |
| 3 | NOVOCURE LTD | NVCR | 140,834,000 | $129.8M | 4.07% |
| 4 | NUVASIVE INC | NU | 114,206,000 | $110.1M | 3.45% |
| 5 | NEUROCRINE BIOSCIENCES INC | NBIX | 759,009 | $104.5M | 3.28% |
| 6 | CG ONCOLOGY INC | CGON | 3,309,507 | $104.5M | 3.28% |
| 7 | XENON PHARMACEUTICALS INC | XENE | 2,560,573 | $99.8M | 3.13% |
| 8 | APOGEE THERAPEUTICS INC | APGE | 2,392,042 | $94.1M | 2.95% |
| 9 | NEOGENOMICS INC | NEO | 116,381,000 | $90.8M | 2.85% |
| 10 | IRONWOOD PHARMACEUTICALS INC | IRWD | 89,740,000 | $84.6M | 2.66% |
| 11 | DEXCOM INC | DXCM | 82,700,000 | $81.2M | 2.55% |
| 12 | GUARDANT HEALTH INC | GH | 2,807,968 | $81.1M | 2.54% |
| 13 | INSULET CORP | PODD | 68,000,000 | $74.4M | 2.33% |
| 14 | LEGEND BIOTECH CORP | LEGN | 1,669,720 | $74.0M | 2.32% |
| 15 | DEXCOM INC | DXCM | 73,500,000 | $73.8M | 2.31% |
| 16 | ARGENX SE | ARGX | 166,924 | $71.8M | 2.25% |
| 17 | ALIGN TECHNOLOGY INC | ALGN | 275,207 | $66.4M | 2.08% |
| 18 | MARAVAI LIFESCIENCES HLDGS I | MARA | 9,024,037 | $64.6M | 2.03% |
| 19 | VAXCYTE INC | PCVX | 808,303 | $61.0M | 1.91% |
| 20 | SPYRE THERAPEUTICS INC | SYRE | 2,514,538 | $59.1M | 1.85% |
| 21 | GLAUKOS CORP | GKOS | 496,576 | $58.8M | 1.84% |
| 22 | VIKING THERAPEUTICS INC | VKTX | 1,106,905 | $58.7M | 1.84% |
| 23 | IRHYTHM TECHNOLOGIES INC | IRTC | 526,357 | $56.7M | 1.78% |
| 24 | ALPHATEC HLDGS INC | ATEC | 58,217,000 | $56.6M | 1.77% |
| 25 | SAREPTA THERAPEUTICS INC | SRPT | 43,066,000 | $55.5M | 1.74% |
| 26 | BRIDGEBIO PHARMA INC | BBIO | 65,594,000 | $52.3M | 1.64% |
| 27 | INSPIRE MED SYS INC | 457730109 | 379,443 | $50.8M | 1.59% |
| 28 | TRAVERE THERAPEUTICS INC | TVTX | 56,031,000 | $48.8M | 1.53% |
| 29 | EXACT SCIENCES CORP | 30063P105 | 1,141,678 | $48.2M | 1.51% |
| 30 | KEROS THERAPEUTICS INC | KROS | 982,209 | $44.9M | 1.41% |
| 31 | INTUITIVE SURGICAL INC | ISRG | 100,500 | $44.7M | 1.40% |
| 32 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 3,035,904 | $41.8M | 1.31% |
| 33 | REPLIGEN CORP | RGEN | 323,509 | $40.8M | 1.28% |
| 34 | AVADEL PHARMACEUTICALS PLC | G29687103 | 2,898,639 | $40.8M | 1.28% |
| 35 | THERMO FISHER SCIENTIFIC INC | TMO | 70,449 | $39.0M | 1.22% |
| 36 | KINIKSA PHARMACEUTICALS INTL | G52694109 | 2,058,303 | $38.4M | 1.21% |
| 37 | PENUMBRA INC | PEN | 212,594 | $38.3M | 1.20% |
| 38 | ORTHOPEDIATRICS CORP | KIDS | 1,107,770 | $31.9M | 1.00% |
| 39 | IRONWOOD PHARMACEUTICALS INC | IRWD | 4,438,232 | $28.9M | 0.91% |
| 40 | TRANSMEDICS GROUP INC | TMDX | 189,960 | $28.6M | 0.90% |
| 41 | PARAGON 28 INC | 69913P105 | 4,150,109 | $28.4M | 0.89% |
| 42 | IMMUNOCORE HLDGS PLC | IMCR | 797,268 | $27.0M | 0.85% |
| 43 | AKERO THERAPEUTICS INC | 00973Y108 | 1,084,400 | $25.4M | 0.80% |
| 44 | APELLIS PHARMACEUTICALS INC | APLS | 611,800 | $23.5M | 0.74% |
| 45 | ALPHATEC HLDGS INC | ATEC | 2,194,900 | $22.9M | 0.72% |
| 46 | LEXEO THERAPEUTICS INC | LXEO | 1,382,481 | $22.2M | 0.70% |
| 47 | KRYSTAL BIOTECH INC | KRYS | 107,179 | $19.7M | 0.62% |
| 48 | RELAY THERAPEUTICS INC | RLAY | 3,006,799 | $19.6M | 0.61% |
| 49 | NEVRO CORP | 64157F103 | 1,698,768 | $14.3M | 0.45% |
| 50 | LEXICON PHARMACEUTICALS INC | LXRX | 8,294,950 | $13.9M | 0.44% |
| 51 | ARVINAS INC | ARVN | 517,230 | $13.8M | 0.43% |
| 52 | SAREPTA THERAPEUTICS INC | SRPT | 81,900 | $12.9M | 0.41% |
| 53 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 1,466,610 | $11.8M | 0.37% |
| 54 | OCULAR THERAPEUTIX INC | OCUL | 1,643,770 | $11.2M | 0.35% |
| 55 | ALECTOR INC | ALEC | 2,380,704 | $10.8M | 0.34% |
| 56 | HAEMONETICS CORP MASS | HAE | 11,500,000 | $10.4M | 0.33% |
| 57 | THE BEAUTY HEALTH COMPANY | 88331L108 | 5,120,685 | $9.8M | 0.31% |
| 58 | LIVANOVA PLC | LIVN | 173,900 | $9.5M | 0.30% |
| 59 | DIANTHUS THERAPEUTICS INC | DNTH | 366,851 | $9.5M | 0.30% |
| 60 | REPLIMUNE GROUP INC | REPL | 1,013,377 | $9.1M | 0.29% |
| 61 | CASTLE BIOSCIENCES INC | CSTL | 416,100 | $9.1M | 0.28% |
| 62 | BRIDGEBIO PHARMA INC | BBIO | 345,571 | $8.8M | 0.27% |
| 63 | CELCUITY INC | CELC | 516,643 | $8.5M | 0.27% |
| 64 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 369,458 | $7.8M | 0.24% |
| 65 | ELEVATION ONCOLOGY INC | 28623U101 | 2,477,614 | $6.7M | 0.21% |
| 66 | HARROW INC | HROW | 297,188 | $6.2M | 0.19% |
| 67 | LONGBOARD PHARMACEUTICALS IN | 54300N103 | 205,926 | $5.6M | 0.17% |
| 68 | CUTERA INC | 232109AD0 | 25,240,000 | $5.0M | 0.16% |
| 69 | CUTERA INC | 232109AG3 | 29,000,000 | $5.0M | 0.16% |
| 70 | PULMONX CORP | LUNG | 752,541 | $4.8M | 0.15% |
| 71 | CONMED CORP | CNMD | 5,000,000 | $4.5M | 0.14% |
| 72 | CULLINAN THERAPEUTICS INC | CGEM | 176,173 | $3.1M | 0.10% |
| 73 | OUTSET MED INC | OM | 694,525 | $2.7M | 0.08% |
| 74 | DBV TECHNOLOGIES S A | DBVTF | 2,442,504 | $2.0M | 0.06% |
| 75 | 89BIO INC | 282559103 | 164,227 | $1.3M | 0.04% |