Braidwell LP

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Caris Life Sciences, Inc.	—	$210.88M	7,816,142	6.7%
GUARDANT HEALTH INC	—	$192.31M	104,854,000	6.2%
Edgewise Therapeutics, Inc.	—	$129.31M	5,210,831	4.1%
REPLIGEN CORP	—	$110.85M	101,000,000	3.5%
NEUROCRINE BIOSCIENCES INC	—	$106.59M	751,534	3.4%
Glaukos Corp	—	$104.10M	921,979	3.3%
NEOGENOMICS INC	—	$89.72M	100,381,000	2.9%
Nuvalent, Inc.	—	$82.63M	821,406	2.6%
Xenon Pharmaceuticals Inc.	—	$81.80M	1,825,076	2.6%
CG Oncology, Inc.	—	$77.67M	1,870,571	2.5%
IRHYTHM TECHNOLOGIES INC	—	$72.80M	52,000,000	2.3%
Hinge Health, Inc.	—	$60.60M	1,304,623	1.9%
Align Technology, Inc.	—	$59.49M	381,004	1.9%
Kodiak Sciences Inc.KOD	Common Stock	$57.96M	2,072,788	1.9%
SOLENO THERAPEUTICS, INC.	—	$55.00M	1,187,859	1.8%
CENTESSA PHARMACEUTICALS PLC	—	$54.73M	2,188,320	1.8%
NeoGenomics Inc	—	$54.48M	4,632,801	1.7%
ACADIA Pharmaceuticals Inc	—	$54.28M	2,032,021	1.7%
SPYRE THERAPEUTICS, INC.	—	$53.55M	1,634,615	1.7%
Dianthus Therapeutics, Inc.	—	$52.50M	1,273,935	1.7%
IRONWOOD PHARMACEUTICALS INC	—	$50.47M	53,405,000	1.6%
Celldex Therapeutics, Inc.	—	$50.47M	1,858,109	1.6%
Inspire Medical Systems, Inc.	—	$49.89M	540,890	1.6%
Krystal Biotech, Inc.	—	$49.83M	202,101	1.6%
Intuitive Surgical Inc	—	$47.24M	83,417	1.5%
THERMO FISHER SCIENTIFIC INC.	—	$46.78M	80,725	1.5%
BrightSpring Health Services, Inc.	—	$44.78M	1,195,786	1.4%
CVS HEALTH Corp	—	$44.77M	564,200	1.4%
Apogee Therapeutics, Inc.	—	$43.41M	575,067	1.4%
Nurix Therapeutics, Inc.	—	$41.43M	2,183,864	1.3%
Vera Therapeutics, Inc.	—	$39.74M	784,742	1.3%
iRhythm Holdings, Inc.	—	$38.57M	217,345	1.2%
TransMedics Group, Inc.	—	$38.36M	315,341	1.2%
BioMarin Pharmaceutical Inc	—	$35.75M	601,520	1.1%
Illumina Inc	—	$35.37M	269,673	1.1%
Kymera Therapeutics, Inc.	—	$35.35M	454,259	1.1%
Fulcrum Therapeutics, Inc.	—	$34.62M	3,061,222	1.1%
Penumbra Inc	—	$34.25M	110,152	1.1%
MBX Biosciences, Inc.MBX	Common Stock	$32.13M	1,018,600	1.0%
RAPT THERAPEUTICS INC	—	$31.49M	929,694	1.0%
CareDx, Inc.	—	$29.87M	1,585,220	1.0%
Dyne Therapeutics, Inc.	—	$28.92M	1,478,329	0.9%
enGene Therapeutics Inc.	—	$28.28M	3,131,319	0.9%
LEGEND BIOTECH CORPLEGN	ADR	$28.22M	1,298,142	0.9%
MARAVAI LIFESCIENCES HOLDINGS, INC.	—	$27.15M	8,353,287	0.9%
DANAHER CORP /DE	—	$27.06M	118,227	0.9%
ARGENX SE	—	$26.08M	31,007	0.8%
Natera, Inc.	—	$25.54M	111,500	0.8%
BRIGHT MINDS BIOSCIENCES INC.	—	$25.31M	324,358	0.8%
Terns Pharmaceuticals, Inc.	—	$23.24M	575,321	0.7%