13F HOLDINGS REPORT
BRAIDWELL LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001420506-25-003410
Total Value
$3.37B
Positions
73
Other Managers
0
Confidential Omitted
No
Holdings (73)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUARDANT HEALTH INC | GH | 219,454,000 | $286.3M | 8.49% |
| 2 | CARIS LIFE SCIENCES INC | CAI | 7,316,142 | $221.3M | 6.57% |
| 3 | NOVOCURE LTD | NVCR | 211,364,000 | $210.0M | 6.23% |
| 4 | XENON PHARMACEUTICALS INC | XENE | 3,605,029 | $144.7M | 4.29% |
| 5 | CG ONCOLOGY INC | CGON | 3,283,317 | $132.3M | 3.92% |
| 6 | NEUROCRINE BIOSCIENCES INC | NBIX | 880,282 | $123.6M | 3.67% |
| 7 | REPLIGEN CORP | RGEN | 101,000,000 | $101.8M | 3.02% |
| 8 | KRYSTAL BIOTECH INC | KRYS | 520,401 | $91.9M | 2.73% |
| 9 | NUVALENT INC | NUVL | 1,012,982 | $87.6M | 2.60% |
| 10 | NEOGENOMICS INC | NEO | 100,381,000 | $86.8M | 2.58% |
| 11 | SOLENO THERAPEUTICS INC | SLNO | 1,281,989 | $86.7M | 2.57% |
| 12 | IRHYTHM TECHNOLOGIES INC | IRTC | 62,000,000 | $85.4M | 2.53% |
| 13 | EDGEWISE THERAPEUTICS INC | EWTX | 5,210,831 | $84.5M | 2.51% |
| 14 | IRONWOOD PHARMACEUTICALS INC | IRWD | 82,140,000 | $72.9M | 2.16% |
| 15 | INSPIRE MED SYS INC | 457730109 | 883,747 | $65.6M | 1.95% |
| 16 | GLAUKOS CORP | GKOS | 780,164 | $63.6M | 1.89% |
| 17 | DANAHER CORPORATION | 235851102 | 309,339 | $61.3M | 1.82% |
| 18 | LEGEND BIOTECH CORP | LEGN | 1,826,155 | $59.6M | 1.77% |
| 19 | INTUITIVE SURGICAL INC | ISRG | 130,227 | $58.2M | 1.73% |
| 20 | APOGEE THERAPEUTICS INC | APGE | 1,438,745 | $57.2M | 1.70% |
| 21 | ARGENX SE | ARGX | 76,091 | $56.1M | 1.67% |
| 22 | THERMO FISHER SCIENTIFIC INC | TMO | 113,933 | $55.3M | 1.64% |
| 23 | ALIGN TECHNOLOGY INC | ALGN | 409,691 | $51.3M | 1.52% |
| 24 | ACADIA PHARMACEUTICALS INC | ACAD | 2,378,655 | $50.8M | 1.51% |
| 25 | HINGE HEALTH INC | HNGE | 910,476 | $44.7M | 1.33% |
| 26 | SPYRE THERAPEUTICS INC | SYRE | 2,578,404 | $43.2M | 1.28% |
| 27 | TRANSMEDICS GROUP INC | TMDX | 351,248 | $39.4M | 1.17% |
| 28 | IRHYTHM TECHNOLOGIES INC | IRTC | 225,845 | $38.8M | 1.15% |
| 29 | PENUMBRA INC | PEN | 141,528 | $35.9M | 1.06% |
| 30 | KARYOPHARM THERAPEUTICS INC | KPTI | 48,482,000 | $35.0M | 1.04% |
| 31 | DYNE THERAPEUTICS INC | DYN | 2,730,481 | $34.5M | 1.02% |
| 32 | CVS HEALTH CORP | CVS | 438,600 | $33.1M | 0.98% |
| 33 | DIANTHUS THERAPEUTICS INC | DNTH | 835,057 | $32.9M | 0.97% |
| 34 | CAREDX INC | CDNA | 2,182,781 | $31.7M | 0.94% |
| 35 | BIOMARIN PHARMACEUTICAL INC | BMRN | 528,000 | $28.6M | 0.85% |
| 36 | GLOBUS MED INC | GMED | 498,000 | $28.5M | 0.85% |
| 37 | ORUKA THERAPEUTICS INC | ORKA | 1,382,350 | $26.6M | 0.79% |
| 38 | REPLIGEN CORP | RGEN | 195,656 | $26.2M | 0.78% |
| 39 | KINIKSA PHARMACEUTICALS INTL | G52694109 | 643,180 | $25.0M | 0.74% |
| 40 | TENET HEALTHCARE CORP | THC | 121,700 | $24.7M | 0.73% |
| 41 | MARAVAI LIFESCIENCES HLDGS I | MARA | 8,353,287 | $24.0M | 0.71% |
| 42 | EXACT SCIENCES CORP | 30063P105 | 414,600 | $22.7M | 0.67% |
| 43 | AKERO THERAPEUTICS INC | 00973Y108 | 475,400 | $22.6M | 0.67% |
| 44 | ALPHATEC HLDGS INC | ATEC | 1,514,604 | $22.0M | 0.65% |
| 45 | ORTHOPEDIATRICS CORP | KIDS | 1,107,770 | $20.5M | 0.61% |
| 46 | VIKING THERAPEUTICS INC | VKTX | 759,455 | $20.0M | 0.59% |
| 47 | CASTLE BIOSCIENCES INC | CSTL | 822,735 | $18.7M | 0.56% |
| 48 | BRIGHT MINDS BIOSCIENCES INC | DRUG | 303,685 | $18.4M | 0.55% |
| 49 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 588,700 | $17.7M | 0.53% |
| 50 | HARROW INC | HROW | 342,391 | $16.5M | 0.49% |
| 51 | SAREPTA THERAPEUTICS INC | SRPT | 832,100 | $16.0M | 0.48% |
| 52 | KYMERA THERAPEUTICS INC | KYMR | 276,692 | $15.7M | 0.46% |
| 53 | ENGENE HOLDINGS INC | ENGNW | 2,266,319 | $15.5M | 0.46% |
| 54 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 2,181,598 | $15.4M | 0.46% |
| 55 | CELLDEX THERAPEUTICS INC NEW | CLDX | 591,689 | $15.3M | 0.45% |
| 56 | XENCOR INC | XNCR | 1,246,280 | $14.6M | 0.43% |
| 57 | AVIDITY BIOSCIENCES INC | 05370A108 | 331,907 | $14.5M | 0.43% |
| 58 | ENCOMPASS HEALTH CORP | EHC | 113,335 | $14.4M | 0.43% |
| 59 | VERA THERAPEUTICS INC | VERA | 472,739 | $13.7M | 0.41% |
| 60 | NEOGENOMICS INC | NEO | 1,771,146 | $13.7M | 0.41% |
| 61 | DEXCOM INC | DXCM | 13,500,000 | $13.4M | 0.40% |
| 62 | TECTONIC THERAPEUTIC INC | TECX | 736,867 | $11.6M | 0.34% |
| 63 | REPLIMUNE GROUP INC | REPL | 2,750,092 | $11.5M | 0.34% |
| 64 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 736,014 | $11.0M | 0.33% |
| 65 | ZURA BIO LTD | ZURA | 2,472,806 | $10.7M | 0.32% |
| 66 | SIONNA THERAPEUTICS INC | SION | 314,013 | $9.2M | 0.27% |
| 67 | AMYLYX PHARMACEUTICALS INC | AMLX | 612,841 | $8.3M | 0.25% |
| 68 | ROYALTY PHARMA PLC | RPRX | 182,068 | $6.4M | 0.19% |
| 69 | IMMUNOCORE HLDGS PLC | IMCR | 6,828,000 | $6.2M | 0.18% |
| 70 | FULCRUM THERAPEUTICS INC | FULC | 219,488 | $2.0M | 0.06% |
| 71 | SURROZEN INC | SRZNW | 140,000 | $1.8M | 0.05% |
| 72 | HEARTFLOW INC | HTFL | 50,000 | $1.7M | 0.05% |
| 73 | PULMONX CORP | LUNG | 752,541 | $1.2M | 0.04% |