13F HOLDINGS REPORT
BRAIDWELL LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001920938-24-000004
Total Value
$3.10B
Positions
70
Other Managers
0
Confidential Omitted
No
Holdings (70)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUARDANT HEALTH INC | GH | 268,252,000 | $183.6M | 5.92% |
| 2 | BRIDGEBIO PHARMA INC | BBIO | 135,838,000 | $146.2M | 4.71% |
| 3 | EXACT SCIENCES CORP | 30063PAC9 | 144,000,000 | $133.1M | 4.29% |
| 4 | NOVOCURE LTD | NVCR | 135,834,000 | $124.6M | 4.02% |
| 5 | APOGEE THERAPEUTICS INC | APGE | 1,842,515 | $122.4M | 3.95% |
| 6 | NUVASIVE INC | NU | 114,206,000 | $109.0M | 3.51% |
| 7 | NEUROCRINE BIOSCIENCES INC | NBIX | 730,209 | $100.7M | 3.25% |
| 8 | ARGENX SE | ARGX | 219,824 | $86.5M | 2.79% |
| 9 | VAXCYTE INC | PCVX | 1,212,703 | $82.8M | 2.67% |
| 10 | NEOGENOMICS INC | NEO | 103,580,000 | $82.6M | 2.66% |
| 11 | DEXCOM INC | DXCM | 65,000,000 | $71.6M | 2.31% |
| 12 | LEGEND BIOTECH CORP | LEGN | 1,243,795 | $69.8M | 2.25% |
| 13 | INSMED INC | INSM | 64,887,000 | $69.4M | 2.24% |
| 14 | INSULET CORP | PODD | 66,000,000 | $68.9M | 2.22% |
| 15 | PENUMBRA INC | PEN | 295,892 | $66.0M | 2.13% |
| 16 | MARAVAI LIFESCIENCES HLDGS I | MARA | 7,221,960 | $62.6M | 2.02% |
| 17 | SAREPTA THERAPEUTICS INC | SRPT | 50,666,000 | $59.3M | 1.91% |
| 18 | VIKING THERAPEUTICS INC | VKTX | 713,100 | $58.5M | 1.88% |
| 19 | XENON PHARMACEUTICALS INC | XENE | 1,308,011 | $56.3M | 1.81% |
| 20 | IRHYTHM TECHNOLOGIES INC | IRTC | 483,257 | $56.1M | 1.81% |
| 21 | ALIGN TECHNOLOGY INC | ALGN | 169,252 | $55.5M | 1.79% |
| 22 | BRIDGEBIO PHARMA INC | BBIO | 67,294,000 | $55.1M | 1.78% |
| 23 | IRONWOOD PHARMACEUTICALS INC | IRWD | 52,740,000 | $53.7M | 1.73% |
| 24 | GUARDANT HEALTH INC | GH | 2,476,804 | $51.1M | 1.65% |
| 25 | TRAVERE THERAPEUTICS INC | TVTX | 56,031,000 | $49.6M | 1.60% |
| 26 | CG ONCOLOGY INC | CGON | 1,130,235 | $49.6M | 1.60% |
| 27 | KEROS THERAPEUTICS INC | KROS | 737,379 | $48.8M | 1.57% |
| 28 | TRANSMEDICS GROUP INC | TMDX | 614,531 | $45.4M | 1.46% |
| 29 | AVADEL PHARMACEUTICALS PLC | 05337M104 | 2,668,549 | $45.1M | 1.45% |
| 30 | GLAUKOS CORP | GKOS | 450,676 | $42.5M | 1.37% |
| 31 | PARAGON 28 INC | 69913P105 | 3,365,609 | $41.6M | 1.34% |
| 32 | INTUITIVE SURGICAL INC | ISRG | 100,500 | $40.1M | 1.29% |
| 33 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 2,173,704 | $35.9M | 1.16% |
| 34 | KARYOPHARM THERAPEUTICS INC | KPTI | 65,976,000 | $35.8M | 1.15% |
| 35 | ALPHATEC HLDGS INC | ATEC | 32,434,000 | $33.9M | 1.09% |
| 36 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 1,052,485 | $33.5M | 1.08% |
| 37 | ORTHOPEDIATRICS CORP | KIDS | 1,107,770 | $32.3M | 1.04% |
| 38 | KRYSTAL BIOTECH INC | KRYS | 177,089 | $31.5M | 1.02% |
| 39 | RELAY THERAPEUTICS INC | RLAY | 3,743,999 | $31.1M | 1.00% |
| 40 | IRONWOOD PHARMACEUTICALS INC | IRWD | 3,489,843 | $30.4M | 0.98% |
| 41 | KINIKSA PHARMACEUTICALS LTD | KNSA | 1,392,716 | $27.5M | 0.89% |
| 42 | THERMO FISHER SCIENTIFIC INC | TMO | 47,149 | $27.4M | 0.88% |
| 43 | REPLIGEN CORP | RGEN | 142,836 | $26.3M | 0.85% |
| 44 | NEVRO CORP | 64157F103 | 1,776,368 | $25.7M | 0.83% |
| 45 | INSPIRE MED SYS INC | 457730109 | 101,492 | $21.8M | 0.70% |
| 46 | CULLINAN ONCOLOGY INC | CGEM | 1,240,865 | $21.1M | 0.68% |
| 47 | TOURMALINE BIO INC | 89157D105 | 906,820 | $20.8M | 0.67% |
| 48 | LEXEO THERAPEUTICS INC | LXEO | 1,322,277 | $20.7M | 0.67% |
| 49 | IRONWOOD PHARMACEUTICALS INC | IRWD | 20,000,000 | $19.9M | 0.64% |
| 50 | HAEMONETICS CORP MASS | HAE | 21,500,000 | $19.8M | 0.64% |
| 51 | SPYRE THERAPEUTICS INC | SYRE | 515,000 | $19.5M | 0.63% |
| 52 | BIOMARIN PHARMACEUTICAL INC | BMRN | 218,896 | $19.1M | 0.62% |
| 53 | STRUCTURE THERAPEUTICS INC | GPCR | 435,823 | $18.7M | 0.60% |
| 54 | BIOCRYST PHARMACEUTICALS INC | BCRX | 3,379,577 | $17.2M | 0.55% |
| 55 | ITEOS THERAPEUTICS INC | 46565G104 | 1,162,374 | $15.9M | 0.51% |
| 56 | MINERALYS THERAPEUTICS INC | MLYS | 1,147,154 | $14.8M | 0.48% |
| 57 | ALECTOR INC | ALEC | 2,380,704 | $14.3M | 0.46% |
| 58 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 1,300,000 | $12.9M | 0.42% |
| 59 | ELEVATION ONCOLOGY INC | 28623U101 | 2,377,647 | $12.2M | 0.39% |
| 60 | BRIDGEBIO PHARMA INC | BBIO | 344,827 | $10.7M | 0.34% |
| 61 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 660,022 | $9.8M | 0.32% |
| 62 | DECIPHERA PHARMACEUTICALS IN | 24344T101 | 609,643 | $9.6M | 0.31% |
| 63 | OLEMA PHARMACEUTICALS INC | OLMA | 704,344 | $8.0M | 0.26% |
| 64 | PULMONX CORP | LUNG | 752,541 | $7.0M | 0.22% |
| 65 | CUTERA INC | 232109AG3 | 29,000,000 | $6.4M | 0.21% |
| 66 | DBV TECHNOLOGIES S A | DBVTF | 7,843,285 | $5.9M | 0.19% |
| 67 | CUTERA INC | 232109AD0 | 25,240,000 | $5.7M | 0.19% |
| 68 | OUTSET MED INC | OM | 2,400,427 | $5.3M | 0.17% |
| 69 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 1,357,490 | $4.4M | 0.14% |
| 70 | HARROW INC | HROW | 125,967 | $1.7M | 0.05% |