Institutions / Braidwell LP
Braidwell LP
CIK 1920938 · Institution · as of Dec 31, 2025
Portfolio value
$3.13B
Positions
73
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 73 →
| Company | Value | % of portfolio |
|---|---|---|
| Caris Life Sciences, Inc. | $210.88M | 6.7% |
| Guardant Health Inc | $192.31M | 6.2% |
| Edgewise Therapeutics, Inc. | $129.31M | 4.1% |
| Repligen Corp | $110.85M | 3.5% |
| Neurocrine Biosciences Inc | $106.59M | 3.4% |
| Glaukos Corp | $104.10M | 3.3% |
| Neogenomics Inc | $89.72M | 2.9% |
| Nuvalent, Inc. | $82.63M | 2.6% |
| Xenon Pharmaceuticals Inc. | $81.80M | 2.6% |
| CG Oncology, Inc. | $77.67M | 2.5% |
| Irhythm Technologies Inc | $72.80M | 2.3% |
| Hinge Health, Inc. | $60.60M | 1.9% |
| Align Technology, Inc. | $59.49M | 1.9% |
| Kodiak Sciences Inc.KOD | $57.96M | 1.9% |
| Soleno Therapeutics, Inc. | $55.00M | 1.8% |
| Centessa Pharmaceuticals PLC | $54.73M | 1.8% |
| NeoGenomics Inc | $54.48M | 1.7% |
| ACADIA Pharmaceuticals Inc | $54.28M | 1.7% |
| Spyre Therapeutics, Inc. | $53.55M | 1.7% |
| Dianthus Therapeutics, Inc. | $52.50M | 1.7% |
| Ironwood Pharmaceuticals Inc | $50.47M | 1.6% |
| Celldex Therapeutics, Inc. | $50.47M | 1.6% |
| Inspire Medical Systems, Inc. | $49.89M | 1.6% |
| Krystal Biotech, Inc. | $49.83M | 1.6% |
| Intuitive Surgical Inc | $47.24M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.