13F HOLDINGS REPORT
BRAIDWELL LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001420506-26-000586
Total Value
$3.13B
Positions
73
Other Managers
0
Confidential Omitted
No
Holdings (73)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARIS LIFE SCIENCES INC | CAI | 7,816,142 | $210.9M | 6.74% |
| 2 | GUARDANT HEALTH INC | GH | 104,854,000 | $192.3M | 6.15% |
| 3 | EDGEWISE THERAPEUTICS INC | EWTX | 5,210,831 | $129.3M | 4.14% |
| 4 | REPLIGEN CORP | RGEN | 101,000,000 | $110.8M | 3.54% |
| 5 | NEUROCRINE BIOSCIENCES INC | NBIX | 751,534 | $106.6M | 3.41% |
| 6 | GLAUKOS CORP | GKOS | 921,979 | $104.1M | 3.33% |
| 7 | NEOGENOMICS INC | NEO | 100,381,000 | $89.7M | 2.87% |
| 8 | NUVALENT INC | NUVL | 821,406 | $82.6M | 2.64% |
| 9 | XENON PHARMACEUTICALS INC | XENE | 1,825,076 | $81.8M | 2.62% |
| 10 | CG ONCOLOGY INC | CGON | 1,870,571 | $77.7M | 2.48% |
| 11 | IRHYTHM TECHNOLOGIES INC | IRTC | 52,000,000 | $72.8M | 2.33% |
| 12 | HINGE HEALTH INC | HNGE | 1,304,623 | $60.6M | 1.94% |
| 13 | ALIGN TECHNOLOGY INC | ALGN | 381,004 | $59.5M | 1.90% |
| 14 | KODIAK SCIENCES INC | KOD | 2,072,788 | $58.0M | 1.85% |
| 15 | SOLENO THERAPEUTICS INC | SLNO | 1,187,859 | $55.0M | 1.76% |
| 16 | CENTESSA PHARMACEUTICALS PLC | CNTA | 2,188,320 | $54.7M | 1.75% |
| 17 | NEOGENOMICS INC | NEO | 4,632,801 | $54.5M | 1.74% |
| 18 | ACADIA PHARMACEUTICALS INC | ACAD | 2,032,021 | $54.3M | 1.74% |
| 19 | SPYRE THERAPEUTICS INC | SYRE | 1,634,615 | $53.5M | 1.71% |
| 20 | DIANTHUS THERAPEUTICS INC | DNTH | 1,273,935 | $52.5M | 1.68% |
| 21 | IRONWOOD PHARMACEUTICALS INC | IRWD | 53,405,000 | $50.5M | 1.61% |
| 22 | CELLDEX THERAPEUTICS INC NEW | CLDX | 1,858,109 | $50.5M | 1.61% |
| 23 | INSPIRE MED SYS INC | 457730109 | 540,890 | $49.9M | 1.60% |
| 24 | KRYSTAL BIOTECH INC | KRYS | 202,101 | $49.8M | 1.59% |
| 25 | INTUITIVE SURGICAL INC | ISRG | 83,417 | $47.2M | 1.51% |
| 26 | THERMO FISHER SCIENTIFIC INC | TMO | 80,725 | $46.8M | 1.50% |
| 27 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 1,195,786 | $44.8M | 1.43% |
| 28 | CVS HEALTH CORP | CVS | 564,200 | $44.8M | 1.43% |
| 29 | APOGEE THERAPEUTICS INC | APGE | 575,067 | $43.4M | 1.39% |
| 30 | NURIX THERAPEUTICS INC | NRIX | 2,183,864 | $41.4M | 1.32% |
| 31 | VERA THERAPEUTICS INC | VERA | 784,742 | $39.7M | 1.27% |
| 32 | IRHYTHM TECHNOLOGIES INC | IRTC | 217,345 | $38.6M | 1.23% |
| 33 | TRANSMEDICS GROUP INC | TMDX | 315,341 | $38.4M | 1.23% |
| 34 | BIOMARIN PHARMACEUTICAL INC | BMRN | 601,520 | $35.7M | 1.14% |
| 35 | ILLUMINA INC | ILMN | 269,673 | $35.4M | 1.13% |
| 36 | KYMERA THERAPEUTICS INC | KYMR | 454,259 | $35.3M | 1.13% |
| 37 | FULCRUM THERAPEUTICS INC | FULC | 3,061,222 | $34.6M | 1.11% |
| 38 | PENUMBRA INC | PEN | 110,152 | $34.2M | 1.10% |
| 39 | MBX BIOSCIENCES INC | MBX | 1,018,600 | $32.1M | 1.03% |
| 40 | RAPT THERAPEUTICS INC | 75382E208 | 929,694 | $31.5M | 1.01% |
| 41 | CAREDX INC | CDNA | 1,585,220 | $29.9M | 0.96% |
| 42 | DYNE THERAPEUTICS INC | DYN | 1,478,329 | $28.9M | 0.92% |
| 43 | ENGENE HOLDINGS INC | ENGNW | 3,131,319 | $28.3M | 0.90% |
| 44 | LEGEND BIOTECH CORP | LEGN | 1,298,142 | $28.2M | 0.90% |
| 45 | MARAVAI LIFESCIENCES HLDGS I | MARA | 8,353,287 | $27.1M | 0.87% |
| 46 | DANAHER CORPORATION | 235851102 | 118,227 | $27.1M | 0.87% |
| 47 | ARGENX SE | ARGX | 31,007 | $26.1M | 0.83% |
| 48 | NATERA INC | NTRA | 111,500 | $25.5M | 0.82% |
| 49 | BRIGHT MINDS BIOSCIENCES INC | DRUG | 324,358 | $25.3M | 0.81% |
| 50 | TERNS PHARMACEUTICALS INC | TERN | 575,321 | $23.2M | 0.74% |
| 51 | EVOLUS INC | EOLS | 3,105,209 | $20.6M | 0.66% |
| 52 | BIOGEN INC | BIIB | 115,700 | $20.4M | 0.65% |
| 53 | ORTHOPEDIATRICS CORP | KIDS | 1,100,370 | $19.5M | 0.62% |
| 54 | TECTONIC THERAPEUTIC INC | TECX | 927,524 | $19.3M | 0.62% |
| 55 | VENTYX BIOSCIENCES INC | 92332V107 | 1,920,255 | $17.3M | 0.55% |
| 56 | ZURA BIO LTD | ZURA | 3,180,389 | $16.7M | 0.53% |
| 57 | COMPASS THERAPEUTICS INC | CMPX | 2,786,778 | $15.0M | 0.48% |
| 58 | MONTE ROSA THERAPEUTICS INC | GLUE | 948,316 | $14.9M | 0.48% |
| 59 | HARROW INC | HROW | 295,291 | $14.5M | 0.46% |
| 60 | X4 PHARMACEUTICALS INC | XFOR | 3,368,904 | $13.5M | 0.43% |
| 61 | REPLIGEN CORP | RGEN | 81,790 | $13.4M | 0.43% |
| 62 | ICON PLC | ICLR | 73,370 | $13.4M | 0.43% |
| 63 | KINIKSA PHARMACEUTICALS INTL | G52694109 | 313,823 | $12.9M | 0.41% |
| 64 | GRAIL INC | GRAL | 142,755 | $12.2M | 0.39% |
| 65 | SURROZEN INC | SRZNW | 470,000 | $10.6M | 0.34% |
| 66 | RELMADA THERAPEUTICS INC | RLMD | 1,582,257 | $7.6M | 0.24% |
| 67 | XENCOR INC | XNCR | 459,166 | $7.0M | 0.22% |
| 68 | CASTLE BIOSCIENCES INC | CSTL | 177,183 | $6.9M | 0.22% |
| 69 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 311,991 | $5.1M | 0.16% |
| 70 | BILLIONTOONE INC | BLLN | 50,000 | $4.1M | 0.13% |
| 71 | ORUKA THERAPEUTICS INC | ORKA | 84,795 | $2.6M | 0.08% |
| 72 | KARYOPHARM THERAPEUTICS INC | KPTI | 303,370 | $2.2M | 0.07% |
| 73 | PULMONX CORP | LUNG | 752,541 | $1.7M | 0.05% |