13F HOLDINGS REPORT
BRAIDWELL LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001420506-25-001293
Total Value
$2.84B
Positions
64
Other Managers
0
Confidential Omitted
No
Holdings (64)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUARDANT HEALTH INC | GH | 219,454,000 | $227.4M | 7.99% |
| 2 | NOVOCURE LTD | NVCR | 140,834,000 | $136.6M | 4.80% |
| 3 | NEUROCRINE BIOSCIENCES INC | NBIX | 1,191,925 | $131.8M | 4.63% |
| 4 | LEGEND BIOTECH CORP | LEGN | 2,977,951 | $101.0M | 3.55% |
| 5 | REPLIGEN CORP | RGEN | 98,000,000 | $95.8M | 3.37% |
| 6 | ARGENX SE | ARGX | 160,849 | $95.2M | 3.35% |
| 7 | XENON PHARMACEUTICALS INC | XENE | 2,709,875 | $90.9M | 3.20% |
| 8 | IRHYTHM TECHNOLOGIES INC | IRTC | 86,000,000 | $89.7M | 3.15% |
| 9 | NEOGENOMICS INC | NEO | 101,381,000 | $87.9M | 3.09% |
| 10 | ALIGN TECHNOLOGY INC | ALGN | 530,530 | $84.3M | 2.96% |
| 11 | IRONWOOD PHARMACEUTICALS INC | IRWD | 92,740,000 | $82.5M | 2.90% |
| 12 | CG ONCOLOGY INC | CGON | 3,283,317 | $80.4M | 2.83% |
| 13 | KRYSTAL BIOTECH INC | KRYS | 400,744 | $72.3M | 2.54% |
| 14 | BRIDGEBIO PHARMA INC | BBIO | 62,838,000 | $72.0M | 2.53% |
| 15 | THERMO FISHER SCIENTIFIC INC | TMO | 127,733 | $63.6M | 2.23% |
| 16 | DANAHER CORPORATION | 235851102 | 309,339 | $63.4M | 2.23% |
| 17 | GLAUKOS CORP | GKOS | 624,435 | $61.5M | 2.16% |
| 18 | NUVALENT INC | NUVL | 840,945 | $59.6M | 2.10% |
| 19 | IRHYTHM TECHNOLOGIES INC | IRTC | 556,391 | $58.2M | 2.05% |
| 20 | APOGEE THERAPEUTICS INC | APGE | 1,540,362 | $57.5M | 2.02% |
| 21 | TRANSMEDICS GROUP INC | TMDX | 854,884 | $57.5M | 2.02% |
| 22 | GUARDANT HEALTH INC | GH | 1,327,327 | $56.5M | 1.99% |
| 23 | EDGEWISE THERAPEUTICS INC | EWTX | 2,458,808 | $54.1M | 1.90% |
| 24 | INSPIRE MED SYS INC | 457730109 | 302,410 | $48.2M | 1.69% |
| 25 | BRIDGEBIO PHARMA INC | BBIO | 48,594,000 | $43.8M | 1.54% |
| 26 | IMMUNOCORE HLDGS PLC | IMCR | 51,828,000 | $43.8M | 1.54% |
| 27 | KINIKSA PHARMACEUTICALS INTL | G52694109 | 1,962,909 | $43.6M | 1.53% |
| 28 | INTUITIVE SURGICAL INC | ISRG | 88,000 | $43.6M | 1.53% |
| 29 | ALPHATEC HLDGS INC | ATEC | 4,259,429 | $43.2M | 1.52% |
| 30 | SPYRE THERAPEUTICS INC | SYRE | 2,578,404 | $41.6M | 1.46% |
| 31 | BLUEPRINT MEDICINES CORP | 09627Y109 | 439,968 | $38.9M | 1.37% |
| 32 | DYNE THERAPEUTICS INC | DYN | 3,621,344 | $37.9M | 1.33% |
| 33 | APELLIS PHARMACEUTICALS INC | APLS | 1,652,334 | $36.1M | 1.27% |
| 34 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 4,803,794 | $35.7M | 1.25% |
| 35 | VIKING THERAPEUTICS INC | VKTX | 1,435,955 | $34.7M | 1.22% |
| 36 | PENUMBRA INC | PEN | 110,128 | $29.4M | 1.04% |
| 37 | BICARA THERAPEUTICS INC | BCAX | 2,162,803 | $28.2M | 0.99% |
| 38 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 3,536,853 | $28.0M | 0.99% |
| 39 | ORTHOPEDIATRICS CORP | KIDS | 1,107,770 | $27.3M | 0.96% |
| 40 | HARROW INC | HROW | 956,839 | $25.5M | 0.89% |
| 41 | DEXCOM INC | DXCM | 25,450,000 | $22.8M | 0.80% |
| 42 | MARAVAI LIFESCIENCES HLDGS I | MARA | 8,353,287 | $18.5M | 0.65% |
| 43 | DEXCOM INC | DXCM | 18,500,000 | $18.0M | 0.63% |
| 44 | XENCOR INC | XNCR | 1,655,690 | $17.6M | 0.62% |
| 45 | ASCENDIS PHARMA A/S | ASND | 106,713 | $16.6M | 0.58% |
| 46 | ORUKA THERAPEUTICS INC | ORKA | 1,572,426 | $16.1M | 0.57% |
| 47 | MADRIGAL PHARMACEUTICALS INC | MDGL | 48,690 | $16.1M | 0.57% |
| 48 | SAREPTA THERAPEUTICS INC | SRPT | 234,500 | $15.0M | 0.53% |
| 49 | REPLIMUNE GROUP INC | REPL | 1,461,826 | $14.3M | 0.50% |
| 50 | REPLIGEN CORP | RGEN | 81,656 | $10.4M | 0.37% |
| 51 | IRONWOOD PHARMACEUTICALS INC | IRWD | 6,622,584 | $9.7M | 0.34% |
| 52 | CELCUITY INC | CELC | 884,306 | $8.9M | 0.31% |
| 53 | CULLINAN THERAPEUTICS INC | CGEM | 980,773 | $7.4M | 0.26% |
| 54 | CASTLE BIOSCIENCES INC | CSTL | 365,247 | $7.3M | 0.26% |
| 55 | DIANTHUS THERAPEUTICS INC | DNTH | 375,355 | $6.8M | 0.24% |
| 56 | ALPHATEC HLDGS INC | ATEC | 5,818,000 | $5.8M | 0.20% |
| 57 | PULMONX CORP | LUNG | 752,541 | $5.1M | 0.18% |
| 58 | METSERA INC | 59267L107 | 175,000 | $4.8M | 0.17% |
| 59 | AARDVARK THERAPEUTICS INC | AARD | 500,000 | $3.8M | 0.13% |
| 60 | AEROVATE THERAPEUTICS INC | 008064107 | 1,440,499 | $3.6M | 0.13% |
| 61 | ZURA BIO LTD | ZURA | 2,472,806 | $3.2M | 0.11% |
| 62 | BETA BIONICS INC | BBNX | 140,000 | $1.7M | 0.06% |
| 63 | SKYE BIOSCIENCE INC | SKYE | 825,732 | $1.3M | 0.05% |
| 64 | TREVI THERAPEUTICS INC | TRVI | 72,083 | $453,402 | 0.02% |