Braidwell LP

Braidwell LP reported 86 holdings worth US$2.7B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Braidwell LP reported 86 holdings worth US$2.7B as of Jun 30, 2026. Largest: Caris Life Sciences, Inc., Hinge Health, Inc. and Glaukos Corporation. Filed Aug 14, 2026 (Form 13F).

Holdings
86
Value as reported
US$2.7B

The filing in full

CompanySharesValue as reported% of portfolio
Caris Life Sciences, Inc.8.26MUS$147M5.4%
Hinge Health, Inc.1.33MUS$110M4.1%
Glaukos Corporation592KUS$82.7M3.1%
Edgewise Therapeutics, Inc.2MUS$81.1M3.0%
Spyre Therapeutics, Inc.879KUS$78.1M2.9%
Irhythm Holdings, Inc.654KUS$77.8M2.9%
Neogenomics, Inc.4.92MUS$71.8M2.7%
Kodiak Sciences Inc1.79MUS$69.6M2.6%
Xenon Pharmaceuticals Inc.1.13MUS$68.3M2.5%
Monte Rosa Therapeutics, Inc.2.45MUS$59.3M2.2%
Dianthus Therapeutics, Inc.595KUS$58M2.1%
Neurocrine Biosciences, Inc.336KUS$56.7M2.1%
Alphatec Holdings, Inc.6.53MUS$56.5M2.1%
Generate Biomedicines, Inc.3.28MUS$55.4M2.0%
Maravai Lifesciences Holdings, Inc.8.7MUS$54.3M2.0%
Krystal Biotech, Inc.129KUS$47.9M1.8%
Humana Inc.115KUS$45.5M1.7%
Thermo Fisher Scientific Inc89,395US$44.8M1.7%
Kymera Therapeutics, Inc.378KUS$43.4M1.6%
Rhythm Pharmaceuticals, Inc.381KUS$42.3M1.6%
Damora Therapeutics, Inc.1.62MUS$42.1M1.6%
Acadia Pharmaceuticals Inc.1.65MUS$41.7M1.5%
Brightspring Health Services, Inc.597KUS$41.6M1.5%
Transmedics Group, Inc.610KUS$40.5M1.5%
Mbx Biosciences, Inc.711KUS$39.2M1.5%
Climb Bio, Inc.2.8MUS$36.5M1.3%
Caredx, Inc.1.22MUS$34.8M1.3%
Maze Therapeutics, Inc.1.14MUS$34M1.3%
Bright Minds Biosciences Inc.484KUS$34M1.3%
Acadia Healthcare Company, Inc.1.14MUS$33.7M1.2%
Nektar Therapeutics474KUS$33.1M1.2%
Corvus Pharmaceuticals, Inc.2.13MUS$31.8M1.2%
Nurix Therapeutics, Inc.1.29MUS$31.2M1.2%
Inspire Medical Systems, Inc.678KUS$30.2M1.1%
Avalo Therapeutics, Inc.1.63MUS$30.1M1.1%
Alamar Biosciences, Inc.1.08MUS$29.4M1.1%
Danaher Corporation151KUS$28.7M1.1%
Intuitive Surgical, Inc.70,137US$27.9M1.0%
Oruka Therapeutics, Inc.278KUS$26.5M0.98%
Avalyn Pharma Inc.801KUS$26.4M0.98%
Aveanna Healthcare Holdings Inc.3.07MUS$26.3M0.97%
Bioage Labs, Inc.1.03MUS$25.3M0.94%
Boston Scientific Corporation588KUS$25.1M0.93%
Vera Therapeutics, Inc.565KUS$24.2M0.90%
Repligen Corporation177KUS$24.2M0.89%
Zura Bio Limited3.98MUS$23.5M0.87%
Guardant Health, Inc.148KUS$22.2M0.82%
Evolus, Inc. Common Stock3.16MUS$21.9M0.81%
Natera, Inc.79,500US$21.6M0.80%
Orthopediatrics Corp.1.1MUS$21.1M0.78%
Elevance Health, Inc.53,960US$20.9M0.77%
Tectonic Therapeutic, Inc.597KUS$20.5M0.76%
Dyne Therapeutics, Inc.922KUS$20.5M0.76%
Argenx Se17,707US$16.4M0.61%
Celldex Therapeutics, Inc.437KUS$16.2M0.60%
Ovid Therapeutics Inc.5.92MUS$15.9M0.59%
Mannkind Corporation3.46MUS$14.7M0.54%
X4 Pharmaceuticals, Inc.2.92MUS$13.6M0.50%
Oric Pharmaceuticals, Inc.1.21MUS$13.2M0.49%
Aclaris Therapeutics, Inc.2.14MUS$11.3M0.42%
Seaport Therapeutics, Inc.500KUS$10.9M0.40%
Vor Biopharma Inc.573KUS$10.6M0.39%
Surrozen, Inc.391KUS$10.1M0.38%
Immunic, Inc.645KUS$9.91M0.37%
Helix Acquisition Corp. Iii900KUS$9.54M0.35%
Ionis Pharmaceuticals, Inc.117KUS$9.26M0.34%
Quest Diagnostics Incorporated43,200US$9.16M0.34%
Tenax Therapeutics, Inc.584KUS$8.5M0.31%
Kardigan, Inc.300KUS$7.16M0.26%
Amanat Acquisition Corp700KUS$7.11M0.26%
Hemab Therapeutics Holdings, Inc.160KUS$5.88M0.22%
Waters Corporation14,040US$5.27M0.19%
Research Alliance Corporation Iii400KUS$4.28M0.16%
Jatt Ii Acquisition Corp250KUS$2.84M0.11%
Pulmonx Corporation753KUS$978K0.04%
Vyne Therapeutics Inc.916KUS$596K0.02%
Cyclerion Therapeutics, Inc.157KUS$532K0.02%
Establishment Labs Holdings Inc.0US$00.00%
Fulcrum Therapeutics, Inc.0US$00.00%
Grail, Inc.0US$00.00%
Harrow, Inc.0US$00.00%
Illumina, Inc.0US$00.00%
Nuvalent, Inc.0US$00.00%
Penumbra, Inc.0US$00.00%
Praxis Precision Medicines, Inc.0US$00.00%
Revolution Medicines, Inc.0US$00.00%
Revvity, Inc.0US$00.00%
Soleno Therapeutics, Inc.0US$00.00%
Tarsus Pharmaceuticals, Inc.0US$00.00%
Tg Therapeutics, Inc.0US$00.00%
Apogee Therapeutics, Inc.0US$00.00%
Biomarin Pharmaceutical Inc.0US$00.00%
Celcuity Inc.0US$00.00%
Centene Corporation0US$00.00%
Cg Oncology, Inc.0US$00.00%
Compass Therapeutics, Inc.0US$00.00%
Cvs Health Corporation0US$00.00%
Denali Therapeutics Inc.0US$00.00%
Engene Holdings Inc.0US$00.00%

Source

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