13F HOLDINGS REPORT
BRAIDWELL LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001420506-25-002183
Total Value
$2.92B
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUARDANT HEALTH INC | GH | 219,454,000 | $256.4M | 8.77% |
| 2 | CARIS LIFE SCIENCES INC | CAI | 7,316,142 | $195.5M | 6.69% |
| 3 | NEUROCRINE BIOSCIENCES INC | NBIX | 1,160,425 | $145.9M | 4.99% |
| 4 | NOVOCURE LTD | NVCR | 140,834,000 | $137.8M | 4.71% |
| 5 | XENON PHARMACEUTICALS INC | XENE | 3,605,029 | $112.8M | 3.86% |
| 6 | ARGENX SE | ARGX | 194,491 | $107.2M | 3.67% |
| 7 | REPLIGEN CORP | RGEN | 101,000,000 | $100.5M | 3.44% |
| 8 | KRYSTAL BIOTECH INC | KRYS | 727,811 | $100.0M | 3.42% |
| 9 | ALIGN TECHNOLOGY INC | ALGN | 496,730 | $94.0M | 3.22% |
| 10 | LEGEND BIOTECH CORP | LEGN | 2,542,104 | $90.2M | 3.09% |
| 11 | IRHYTHM TECHNOLOGIES INC | IRTC | 70,000,000 | $90.0M | 3.08% |
| 12 | NUVALENT INC | NUVL | 1,175,876 | $89.7M | 3.07% |
| 13 | NEOGENOMICS INC | NEO | 101,381,000 | $87.1M | 2.98% |
| 14 | CG ONCOLOGY INC | CGON | 3,283,317 | $85.4M | 2.92% |
| 15 | IRONWOOD PHARMACEUTICALS INC | IRWD | 92,740,000 | $78.4M | 2.68% |
| 16 | EDGEWISE THERAPEUTICS INC | EWTX | 5,210,831 | $68.3M | 2.34% |
| 17 | INSPIRE MED SYS INC | 457730109 | 522,410 | $67.8M | 2.32% |
| 18 | APOGEE THERAPEUTICS INC | APGE | 1,478,512 | $64.2M | 2.20% |
| 19 | GLAUKOS CORP | GKOS | 603,414 | $62.3M | 2.13% |
| 20 | DANAHER CORPORATION | 235851102 | 309,339 | $61.1M | 2.09% |
| 21 | THERMO FISHER SCIENTIFIC INC | TMO | 135,233 | $54.8M | 1.88% |
| 22 | INTUITIVE SURGICAL INC | ISRG | 89,600 | $48.7M | 1.67% |
| 23 | IRHYTHM TECHNOLOGIES INC | IRTC | 300,029 | $46.2M | 1.58% |
| 24 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 3,863,107 | $45.0M | 1.54% |
| 25 | GUARDANT HEALTH INC | GH | 837,800 | $43.6M | 1.49% |
| 26 | ALPHATEC HLDGS INC | ATEC | 3,635,172 | $40.4M | 1.38% |
| 27 | SPYRE THERAPEUTICS INC | SYRE | 2,578,404 | $38.6M | 1.32% |
| 28 | VIKING THERAPEUTICS INC | VKTX | 1,437,555 | $38.1M | 1.30% |
| 29 | KARYOPHARM THERAPEUTICS INC | KPTI | 48,482,000 | $35.5M | 1.22% |
| 30 | TRANSMEDICS GROUP INC | TMDX | 255,048 | $34.2M | 1.17% |
| 31 | PENUMBRA INC | PEN | 129,628 | $33.3M | 1.14% |
| 32 | DYNE THERAPEUTICS INC | DYN | 3,273,349 | $31.2M | 1.07% |
| 33 | KINIKSA PHARMACEUTICALS INTL | G52694109 | 1,102,580 | $30.5M | 1.04% |
| 34 | HARROW INC | HROW | 872,246 | $26.6M | 0.91% |
| 35 | ORTHOPEDIATRICS CORP | KIDS | 1,107,770 | $23.8M | 0.81% |
| 36 | IMMUNOCORE HLDGS PLC | IMCR | 26,828,000 | $23.3M | 0.80% |
| 37 | MARAVAI LIFESCIENCES HLDGS I | MARA | 8,353,287 | $20.1M | 0.69% |
| 38 | APELLIS PHARMACEUTICALS INC | APLS | 1,121,034 | $19.4M | 0.66% |
| 39 | SIONNA THERAPEUTICS INC | SION | 1,081,855 | $18.8M | 0.64% |
| 40 | MADRIGAL PHARMACEUTICALS INC | MDGL | 60,781 | $18.4M | 0.63% |
| 41 | DEXCOM INC | DXCM | 18,500,000 | $18.2M | 0.62% |
| 42 | REPLIGEN CORP | RGEN | 144,556 | $18.0M | 0.61% |
| 43 | ORUKA THERAPEUTICS INC | ORKA | 1,524,842 | $17.1M | 0.58% |
| 44 | CASTLE BIOSCIENCES INC | CSTL | 822,735 | $16.8M | 0.57% |
| 45 | UNITEDHEALTH GROUP INC | UNH | 49,400 | $15.4M | 0.53% |
| 46 | GLOBUS MED INC | GMED | 247,200 | $14.6M | 0.50% |
| 47 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 2,181,598 | $14.2M | 0.48% |
| 48 | XENCOR INC | XNCR | 1,655,690 | $13.0M | 0.45% |
| 49 | CELCUITY INC | CELC | 884,306 | $11.8M | 0.40% |
| 50 | ALPHATEC HLDGS INC | ATEC | 5,818,000 | $5.8M | 0.20% |
| 51 | CRESCENT BIOPHARMA INC. | CBIO | 261,504 | $4.2M | 0.14% |
| 52 | REPLIMUNE GROUP INC | REPL | 422,887 | $3.9M | 0.13% |
| 53 | ZURA BIO LTD | ZURA | 2,472,806 | $2.6M | 0.09% |
| 54 | PULMONX CORP | LUNG | 752,541 | $1.9M | 0.07% |
| 55 | SURROZEN INC | SRZNW | 140,000 | $1.3M | 0.04% |