13F HOLDINGS REPORT
BRAIDWELL LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001920938-24-000006
Total Value
$3.53B
Positions
81
Other Managers
0
Confidential Omitted
No
Holdings (81)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUARDANT HEALTH INC | GH | 268,252,000 | $216.0M | 6.12% |
| 2 | BRIDGEBIO PHARMA INC | BBIO | 140,838,000 | $145.6M | 4.13% |
| 3 | NOVOCURE LTD | NVCR | 140,834,000 | $133.3M | 3.78% |
| 4 | CG ONCOLOGY INC | CGON | 3,170,875 | $119.6M | 3.39% |
| 5 | NUVASIVE INC | NU | 114,206,000 | $111.9M | 3.17% |
| 6 | XENON PHARMACEUTICALS INC | XENE | 2,707,255 | $106.6M | 3.02% |
| 7 | NEUROCRINE BIOSCIENCES INC | NBIX | 917,674 | $105.7M | 3.00% |
| 8 | NEOGENOMICS INC | NEO | 116,381,000 | $96.9M | 2.75% |
| 9 | APOGEE THERAPEUTICS INC | APGE | 1,643,226 | $96.5M | 2.74% |
| 10 | APELLIS PHARMACEUTICALS INC | APLS | 3,125,183 | $90.1M | 2.55% |
| 11 | IRONWOOD PHARMACEUTICALS INC | IRWD | 92,740,000 | $82.5M | 2.34% |
| 12 | DEXCOM INC | DXCM | 92,700,000 | $82.3M | 2.33% |
| 13 | ALIGN TECHNOLOGY INC | ALGN | 311,679 | $79.3M | 2.25% |
| 14 | GUARDANT HEALTH INC | GH | 3,342,124 | $76.7M | 2.17% |
| 15 | INSULET CORP | PODD | 63,800,000 | $76.4M | 2.17% |
| 16 | LEGEND BIOTECH CORP | LEGN | 1,541,551 | $75.1M | 2.13% |
| 17 | VIKING THERAPEUTICS INC | VKTX | 1,156,977 | $73.2M | 2.08% |
| 18 | KINIKSA PHARMACEUTICALS INTL | G52694109 | 2,894,513 | $72.3M | 2.05% |
| 19 | PENUMBRA INC | PEN | 361,428 | $70.2M | 1.99% |
| 20 | DEXCOM INC | DXCM | 73,500,000 | $70.1M | 1.99% |
| 21 | MARAVAI LIFESCIENCES HLDGS I | MARA | 8,353,287 | $69.4M | 1.97% |
| 22 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 4,873,853 | $67.9M | 1.92% |
| 23 | SPYRE THERAPEUTICS INC | SYRE | 2,189,836 | $64.4M | 1.83% |
| 24 | REPLIGEN CORP | RGEN | 396,781 | $59.0M | 1.67% |
| 25 | IRHYTHM TECHNOLOGIES INC | IRTC | 782,557 | $58.1M | 1.65% |
| 26 | TRAVERE THERAPEUTICS INC | TVTX | 56,031,000 | $53.5M | 1.52% |
| 27 | ALPHATEC HLDGS INC | ATEC | 58,217,000 | $52.5M | 1.49% |
| 28 | ARGENX SE | ARGX | 96,724 | $52.4M | 1.49% |
| 29 | EDGEWISE THERAPEUTICS INC | EWTX | 1,958,310 | $52.3M | 1.48% |
| 30 | INSPIRE MED SYS INC | 457730109 | 238,911 | $50.4M | 1.43% |
| 31 | SAREPTA THERAPEUTICS INC | SRPT | 370,400 | $46.3M | 1.31% |
| 32 | BRIDGEBIO PHARMA INC | BBIO | 53,594,000 | $45.0M | 1.28% |
| 33 | INTUITIVE SURGICAL INC | ISRG | 91,300 | $44.9M | 1.27% |
| 34 | AVADEL PHARMACEUTICALS PLC | G29687103 | 3,388,939 | $44.4M | 1.26% |
| 35 | BICARA THERAPEUTICS INC | BCAX | 1,657,600 | $42.2M | 1.20% |
| 36 | KEROS THERAPEUTICS INC | KROS | 707,240 | $41.1M | 1.16% |
| 37 | GLAUKOS CORP | GKOS | 311,616 | $40.6M | 1.15% |
| 38 | MADRIGAL PHARMACEUTICALS INC | MDGL | 183,818 | $39.0M | 1.11% |
| 39 | VAXCYTE INC | PCVX | 297,568 | $34.0M | 0.96% |
| 40 | REPLIMUNE GROUP INC | REPL | 3,070,837 | $33.7M | 0.95% |
| 41 | ARVINAS INC | ARVN | 1,284,472 | $31.6M | 0.90% |
| 42 | KRYSTAL BIOTECH INC | KRYS | 168,691 | $30.7M | 0.87% |
| 43 | ORTHOPEDIATRICS CORP | KIDS | 1,107,770 | $30.0M | 0.85% |
| 44 | DEXCOM INC | DXCM | 441,086 | $29.6M | 0.84% |
| 45 | BIONTECH SE | BNTX | 247,750 | $29.4M | 0.83% |
| 46 | PARAGON 28 INC | 69913P105 | 4,135,109 | $27.6M | 0.78% |
| 47 | RELAY THERAPEUTICS INC | RLAY | 3,499,427 | $24.8M | 0.70% |
| 48 | ALPHATEC HLDGS INC | ATEC | 4,041,065 | $22.5M | 0.64% |
| 49 | HARROW INC | HROW | 439,638 | $19.8M | 0.56% |
| 50 | CULLINAN THERAPEUTICS INC | CGEM | 1,176,173 | $19.7M | 0.56% |
| 51 | AMPHASTAR PHARMACEUTICALS IN | AMPH | 18,400,000 | $19.5M | 0.55% |
| 52 | EXACT SCIENCES CORP | 30063P105 | 286,178 | $19.5M | 0.55% |
| 53 | OCULAR THERAPEUTIX INC | OCUL | 2,239,770 | $19.5M | 0.55% |
| 54 | IMMATICS N.V | IMTX | 1,647,565 | $18.8M | 0.53% |
| 55 | IRONWOOD PHARMACEUTICALS INC | IRWD | 4,438,232 | $18.3M | 0.52% |
| 56 | BOSTON SCIENTIFIC CORP | BSX | 189,200 | $15.9M | 0.45% |
| 57 | DIANTHUS THERAPEUTICS INC | DNTH | 493,687 | $13.5M | 0.38% |
| 58 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 1,225,448 | $13.2M | 0.38% |
| 59 | CELCUITY INC | CELC | 884,306 | $13.2M | 0.37% |
| 60 | ORUKA THERAPEUTICS INC | ORKA | 515,726 | $12.6M | 0.36% |
| 61 | HAEMONETICS CORP MASS | HAE | 11,500,000 | $10.6M | 0.30% |
| 62 | ALECTOR INC | ALEC | 2,158,245 | $10.1M | 0.29% |
| 63 | ZURA BIO LTD | ZURA | 2,472,806 | $10.0M | 0.28% |
| 64 | INSULET CORP | PODD | 42,500 | $9.9M | 0.28% |
| 65 | NEVRO CORP | 64157F103 | 1,698,768 | $9.5M | 0.27% |
| 66 | CASTLE BIOSCIENCES INC | CSTL | 331,986 | $9.5M | 0.27% |
| 67 | XENCOR INC | XNCR | 466,448 | $9.4M | 0.27% |
| 68 | JASPER THERAPEUTICS INC | JSPRW | 483,300 | $9.1M | 0.26% |
| 69 | BRIDGEBIO PHARMA INC | BBIO | 298,400 | $7.6M | 0.22% |
| 70 | LEXEO THERAPEUTICS INC | LXEO | 728,777 | $6.6M | 0.19% |
| 71 | PULMONX CORP | LUNG | 752,541 | $6.2M | 0.18% |
| 72 | THE BEAUTY HEALTH COMPANY | 88331L108 | 4,049,694 | $5.8M | 0.17% |
| 73 | CUTERA INC | 232109AG3 | 29,000,000 | $5.0M | 0.14% |
| 74 | CUTERA INC | 232109AD0 | 25,240,000 | $4.0M | 0.11% |
| 75 | FULCRUM THERAPEUTICS INC | FULC | 1,069,158 | $3.8M | 0.11% |
| 76 | VERVE THERAPEUTICS INC | 92539P101 | 623,980 | $3.0M | 0.09% |
| 77 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 217,928 | $2.0M | 0.06% |
| 78 | HILLEVAX INC | 43157M102 | 1,064,000 | $1.9M | 0.05% |
| 79 | LEXICON PHARMACEUTICALS INC | LXRX | 801,584 | $1.3M | 0.04% |
| 80 | DBV TECHNOLOGIES S A | DBVTF | 1,630,542 | $1.1M | 0.03% |
| 81 | ELEVATION ONCOLOGY INC | 28623U101 | 473,503 | $284,054 | 0.01% |