13F HOLDINGS REPORT
BRAIDWELL LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001920938-25-000002
Total Value
$3.86B
Positions
73
Other Managers
0
Confidential Omitted
No
Holdings (73)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUARDANT HEALTH INC | GH | 268,252,000 | $226.0M | 6.70% |
| 2 | BRIDGEBIO PHARMA INC | BBIO | 140,838,000 | $148.1M | 4.39% |
| 3 | NOVOCURE LTD | NVCR | 140,834,000 | $134.5M | 3.99% |
| 4 | NEUROCRINE BIOSCIENCES INC | NBIX | 901,790 | $123.1M | 3.65% |
| 5 | REPLIGEN CORP | RGEN | 112,000,000 | $114.8M | 3.40% |
| 6 | XENON PHARMACEUTICALS INC | XENE | 2,913,964 | $114.2M | 3.39% |
| 7 | NUVASIVE INC | NU | 114,206,000 | $113.2M | 3.36% |
| 8 | NEOGENOMICS INC | NEO | 116,381,000 | $98.3M | 2.91% |
| 9 | LEGEND BIOTECH CORP | LEGN | 2,977,951 | $96.9M | 2.87% |
| 10 | CG ONCOLOGY INC | CGON | 3,283,317 | $94.2M | 2.79% |
| 11 | GUARDANT HEALTH INC | GH | 2,847,931 | $87.0M | 2.58% |
| 12 | IRONWOOD PHARMACEUTICALS INC | IRWD | 92,740,000 | $85.2M | 2.53% |
| 13 | ALIGN TECHNOLOGY INC | ALGN | 375,179 | $78.2M | 2.32% |
| 14 | DEXCOM INC | DXCM | 82,700,000 | $74.4M | 2.21% |
| 15 | APOGEE THERAPEUTICS INC | APGE | 1,540,362 | $69.8M | 2.07% |
| 16 | KINIKSA PHARMACEUTICALS INTL | G52694109 | 3,452,447 | $68.3M | 2.02% |
| 17 | APELLIS PHARMACEUTICALS INC | APLS | 2,098,866 | $67.0M | 1.99% |
| 18 | IRHYTHM TECHNOLOGIES INC | IRTC | 705,391 | $63.6M | 1.89% |
| 19 | EDGEWISE THERAPEUTICS INC | EWTX | 2,332,196 | $62.3M | 1.85% |
| 20 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 4,873,853 | $61.8M | 1.83% |
| 21 | SPYRE THERAPEUTICS INC | SYRE | 2,578,404 | $60.0M | 1.78% |
| 22 | VIKING THERAPEUTICS INC | VKTX | 1,479,666 | $59.5M | 1.77% |
| 23 | TRANSMEDICS GROUP INC | TMDX | 922,100 | $57.5M | 1.70% |
| 24 | ALPHATEC HLDGS INC | ATEC | 58,217,000 | $55.1M | 1.63% |
| 25 | INSPIRE MED SYS INC | 457730109 | 293,410 | $54.4M | 1.61% |
| 26 | ARGENX SE | ARGX | 80,766 | $49.7M | 1.47% |
| 27 | THERMO FISHER SCIENTIFIC INC | TMO | 89,754 | $46.7M | 1.38% |
| 28 | BRIDGEBIO PHARMA INC | BBIO | 53,594,000 | $46.0M | 1.36% |
| 29 | MARAVAI LIFESCIENCES HLDGS I | MARA | 8,353,287 | $45.5M | 1.35% |
| 30 | SAREPTA THERAPEUTICS INC | SRPT | 364,900 | $44.4M | 1.32% |
| 31 | PENUMBRA INC | PEN | 183,828 | $43.7M | 1.29% |
| 32 | GLAUKOS CORP | GKOS | 288,876 | $43.3M | 1.28% |
| 33 | AVADEL PHARMACEUTICALS PLC | G29687103 | 4,105,726 | $43.2M | 1.28% |
| 34 | REPLIGEN CORP | RGEN | 283,823 | $40.9M | 1.21% |
| 35 | PARAGON 28 INC | 69913P105 | 3,834,809 | $39.6M | 1.17% |
| 36 | INTUITIVE SURGICAL INC | ISRG | 75,300 | $39.3M | 1.17% |
| 37 | ALPHATEC HLDGS INC | ATEC | 4,256,490 | $39.1M | 1.16% |
| 38 | BIONTECH SE | BNTX | 309,865 | $35.3M | 1.05% |
| 39 | BICARA THERAPEUTICS INC | BCAX | 2,000,659 | $34.9M | 1.03% |
| 40 | KRYSTAL BIOTECH INC | KRYS | 200,500 | $31.4M | 0.93% |
| 41 | HARROW INC | HROW | 907,039 | $30.4M | 0.90% |
| 42 | KEROS THERAPEUTICS INC | KROS | 1,894,439 | $30.0M | 0.89% |
| 43 | ORUKA THERAPEUTICS INC | ORKA | 1,147,676 | $27.1M | 0.80% |
| 44 | DIANTHUS THERAPEUTICS INC | DNTH | 1,206,589 | $26.3M | 0.78% |
| 45 | ORTHOPEDIATRICS CORP | KIDS | 1,107,770 | $25.7M | 0.76% |
| 46 | IMMATICS N.V | IMTX | 3,503,965 | $24.9M | 0.74% |
| 47 | GERON CORP | GERN | 7,006,315 | $24.8M | 0.74% |
| 48 | IRONWOOD PHARMACEUTICALS INC | IRWD | 5,440,277 | $24.1M | 0.71% |
| 49 | BRUKER CORP | BRKRP | 353,200 | $20.7M | 0.61% |
| 50 | EXACT SCIENCES CORP | 30063P105 | 353,000 | $19.8M | 0.59% |
| 51 | NUVALENT INC | NUVL | 241,235 | $18.9M | 0.56% |
| 52 | VAXCYTE INC | PCVX | 222,424 | $18.2M | 0.54% |
| 53 | REPLIMUNE GROUP INC | REPL | 1,477,102 | $17.9M | 0.53% |
| 54 | DEXCOM INC | DXCM | 18,500,000 | $17.9M | 0.53% |
| 55 | AMPHASTAR PHARMACEUTICALS IN | AMPH | 17,400,000 | $16.3M | 0.48% |
| 56 | DYNE THERAPEUTICS INC | DYN | 681,182 | $16.0M | 0.48% |
| 57 | JASPER THERAPEUTICS INC | JSPRW | 714,658 | $15.3M | 0.45% |
| 58 | CULLINAN THERAPEUTICS INC | CGEM | 1,176,173 | $14.3M | 0.42% |
| 59 | XENCOR INC | XNCR | 615,531 | $14.1M | 0.42% |
| 60 | CANDEL THERAPEUTICS INC | CADL | 1,600,000 | $13.9M | 0.41% |
| 61 | ARCUS BIOSCIENCES INC | RCUS | 802,100 | $11.9M | 0.35% |
| 62 | CELCUITY INC | CELC | 884,306 | $11.6M | 0.34% |
| 63 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 1,225,448 | $6.8M | 0.20% |
| 64 | NEVRO CORP | 64157F103 | 1,698,768 | $6.3M | 0.19% |
| 65 | ZURA BIO LTD | ZURA | 2,472,806 | $6.2M | 0.18% |
| 66 | CERIBELL INC | CBLL | 210,000 | $5.4M | 0.16% |
| 67 | PULMONX CORP | LUNG | 752,541 | $5.1M | 0.15% |
| 68 | AEROVATE THERAPEUTICS INC | 008064107 | 1,440,499 | $3.8M | 0.11% |
| 69 | CUTERA INC | 232109AG3 | 29,000,000 | $2.6M | 0.08% |
| 70 | SKYE BIOSCIENCE INC | SKYE | 825,732 | $2.3M | 0.07% |
| 71 | CUTERA INC | 232109AD0 | 25,240,000 | $2.3M | 0.07% |
| 72 | PROTAGONIST THERAPEUTICS INC | PTGX | 20,109 | $776,207 | 0.02% |
| 73 | VIRIDIAN THERAPEUTICS INC | VRDN | 34,094 | $653,582 | 0.02% |