Braidwell Lp Portfolio Stock Holdings
Braidwell Lp disclosed 88 stock positions valued at approximately $3.0 billion in its latest SEC 13F filing. The largest holdings include NEUROCRINE BIOSCIENCES INC, GLAUKOS CORP, and CENTESSA PHARMACEUTICALS PLC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 88
- Portfolio Value
- $3.0B
Holdings by Sector
Braidwell Lp Portfolio Holdings in Q1 2026
70 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NEUROCRINE BIOSCIENCES INC | NBIX | Healthcare | 2.87% | 652,121 | -99,413 | -13.23% | $85,910,421 |
| GLAUKOS CORP | GKOS | Healthcare | 2.74% | 763,505 | -158,474 | -17.19% | $82,198,948 |
| CENTESSA PHARMACEUTICALS PLC | CNTA | Healthcare | 2.63% | 1,986,768 | -201,552 | -9.21% | $78,914,425 |
| XENON PHARMACEUTICALS INC | XENE | Healthcare | 2.60% | 1,338,452 | -486,624 | -26.66% | $77,830,984 |
| DIANTHUS THERAPEUTICS INC | DNTH | Healthcare | 2.52% | 899,364 | -374,571 | -29.40% | $75,474,627 |
| EDGEWISE THERAPEUTICS INC | EWTX | Healthcare | 2.47% | 2,347,583 | -2,863,248 | -54.95% | $73,948,865 |
| IRHYTHM HOLDINGS INC | IRTC | Healthcare | 2.40% | 610,192 | +392,847 | +180.75% | $72,014,860 |
| NUVALENT INC | NUVL | Healthcare | 2.39% | 700,429 | -120,977 | -14.73% | $71,758,951 |
| KODIAK SCIENCES INC | KOD | Healthcare | 2.31% | 1,818,665 | -254,123 | -12.26% | $69,327,510 |
| CG ONCOLOGY INC | CGON | Healthcare | 2.22% | 984,783 | -885,788 | -47.35% | $66,650,113 |
| ARGENX SE | ARGX | Healthcare | 2.07% | 84,939 | +53,932 | +173.93% | $62,026,705 |
| HINGE HEALTH INC | 433313103 | Other | 1.87% | 1,455,123 | +150,500 | +11.54% | $56,109,543 |
| ACADIA PHARMACEUTICALS INC | ACAD | Healthcare | 1.84% | 2,471,199 | +439,178 | +21.61% | $55,008,890 |
| MONTE ROSA THERAPEUTICS INC | GLUE | Healthcare | 1.76% | 3,206,574 | +2,258,258 | +238.13% | $52,748,142 |
| KRYSTAL BIOTECH INC | KRYS | Healthcare | 1.57% | 182,425 | -19,676 | -9.74% | $47,124,026 |
| SPYRE THERAPEUTICS INC | SYRE | Healthcare | 1.57% | 932,823 | -701,792 | -42.93% | $47,051,592 |
| GUARDANT HEALTH INC | GH | Healthcare | 1.54% | 499,712 | +499,712 | +100.00% | $46,158,397 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.52% | 92,915 | +12,190 | +15.10% | $45,670,510 |
| BRIGHTSPRING HEALTH SVCS INC | BTSG | Healthcare | 1.44% | 1,016,562 | -179,224 | -14.99% | $43,315,707 |
| CELLDEX THERAPEUTICS INC NEW | CLDX | Healthcare | 1.43% | 1,356,082 | -502,027 | -27.02% | $43,014,921 |
| NEOGENOMICS INC | NEO | Healthcare | 1.39% | 5,617,402 | +984,601 | +21.25% | $41,681,123 |
| APOGEE THERAPEUTICS INC | APGE | Healthcare | 1.34% | 478,667 | -96,400 | -16.76% | $40,289,401 |
| CAREDX INC | CDNA | Healthcare | 1.26% | 2,173,146 | +587,926 | +37.09% | $37,725,815 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 1.19% | 77,297 | -6,120 | -7.34% | $35,633,144 |
| INSPIRE MED SYS INC | INSP | Healthcare | 1.17% | 677,570 | +136,680 | +25.27% | $34,949,061 |
| PENUMBRA INC | PEN | Healthcare | 1.15% | 105,352 | -4,800 | -4.36% | $34,594,436 |
| TRANSMEDICS GROUP INC | TMDX | Healthcare | 1.09% | 329,391 | +14,050 | +4.46% | $32,744,759 |
| SOLENO THERAPEUTICS INC | SLNO | Healthcare | 1.07% | 959,259 | -228,600 | -19.24% | $32,115,991 |
| DYNE THERAPEUTICS INC | DYN | Healthcare | 1.02% | 1,681,998 | +203,669 | +13.78% | $30,494,624 |
| MARAVAI LIFESCIENCES HLDGS I | MRVI | Healthcare | 0.97% | 10,240,164 | +1,886,877 | +22.59% | $28,979,664 |
| ILLUMINA INC | ILMN | Healthcare | 0.94% | 229,215 | -40,458 | -15.00% | $28,253,041 |
| KYMERA THERAPEUTICS INC | KYMR | Healthcare | 0.94% | 337,559 | -116,700 | -25.69% | $28,115,289 |
| BIOMARIN PHARMACEUTICAL INC | BMRN | Healthcare | 0.94% | 497,020 | -104,500 | -17.37% | $28,076,660 |
| NURIX THERAPEUTICS INC | NRIX | Healthcare | 0.91% | 1,750,766 | -433,098 | -19.83% | $27,136,873 |
| RHYTHM PHARMACEUTICALS INC | RYTM | Healthcare | 0.90% | 310,628 | +310,628 | +100.00% | $27,015,317 |
| DANAHER CORP DEL | DHR | Healthcare | 0.88% | 139,327 | +21,100 | +17.85% | $26,416,399 |
| ESTABLISHMENT LABS HLDGS INC | ESTA | Other | 0.88% | 463,600 | +463,600 | +100.00% | $26,323,208 |
| TECTONIC THERAPEUTIC INC | TECX | Healthcare | 0.87% | 847,151 | -80,373 | -8.67% | $26,185,437 |
| NATERA INC | NTRA | Healthcare | 0.86% | 129,000 | +17,500 | +15.70% | $25,798,710 |
| CORVUS PHARMACEUTICALS INC | CRVS | Healthcare | 0.86% | 1,752,798 | +1,752,798 | +100.00% | $25,643,435 |
| FULCRUM THERAPEUTICS INC | FULC | Healthcare | 0.80% | 3,134,922 | +73,700 | +2.41% | $24,044,852 |
| ALPHATEC HLDGS INC | ATEC | Healthcare | 0.79% | 2,172,725 | +2,172,725 | +100.00% | $23,639,248 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 0.73% | 346,467 | +346,467 | +100.00% | $21,740,804 |
| VERA THERAPEUTICS INC | VERA | Healthcare | 0.70% | 523,824 | -260,918 | -33.25% | $21,073,440 |
| CVS HEALTH CORP | CVS | Healthcare | 0.70% | 290,700 | -273,500 | -48.48% | $20,878,074 |
| TARSUS PHARMACEUTICALS INC | TARS | Healthcare | 0.62% | 265,715 | +265,715 | +100.00% | $18,639,907 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 0.61% | 62,080 | +62,080 | +100.00% | $18,173,920 |
| ORTHOPEDIATRICS CORP | KIDS | Healthcare | 0.58% | 1,100,370 | - | - | $17,462,872 |
| ENGENE HOLDINGS INC | ENGN | Healthcare | 0.56% | 2,456,870 | -674,449 | -21.54% | $16,731,285 |
| ACADIA HEALTHCARE COMPANY IN | ACHC | Healthcare | 0.50% | 645,900 | +645,900 | +100.00% | $15,107,601 |
| ORIC PHARMACEUTICALS INC | ORIC | Healthcare | 0.48% | 1,128,040 | +1,128,040 | +100.00% | $14,292,267 |
| AVEANNA HEALTHCARE HLDGS INC | AVAH | Healthcare | 0.47% | 2,203,506 | +2,203,506 | +100.00% | $14,190,579 |
| EVOLUS INC | EOLS | Healthcare | 0.43% | 3,105,209 | - | - | $12,762,409 |
| TG THERAPEUTICS INC | TGTX | Healthcare | 0.40% | 358,800 | +358,800 | +100.00% | $11,919,336 |
| SURROZEN INC | SRZN | Healthcare | 0.38% | 396,100 | -73,900 | -15.72% | $11,538,393 |
| CENTENE CORP DEL | CNC | Healthcare | 0.36% | 330,000 | +330,000 | +100.00% | $10,804,200 |
| CLIMB BIO INC | ELYM | Other | 0.35% | 1,529,675 | +1,529,675 | +100.00% | $10,478,274 |
| COMPASS THERAPEUTICS INC | CMPX | Healthcare | 0.35% | 1,965,106 | -821,672 | -29.48% | $10,395,411 |
| IONIS PHARMACEUTICALS INC | IONS | Healthcare | 0.33% | 130,862 | +130,862 | +100.00% | $9,826,428 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 0.28% | 84,900 | +84,900 | +100.00% | $8,256,525 |
| GRAIL INC | GRAL | Healthcare | 0.25% | 142,755 | - | - | $7,377,578 |
| ACLARIS THERAPEUTICS INC | ACRS | Healthcare | 0.21% | 1,699,116 | +1,699,116 | +100.00% | $6,371,685 |
| DENALI THERAPEUTICS INC | DNLI | Healthcare | 0.19% | 296,324 | +296,324 | +100.00% | $5,689,421 |
| REPLIGEN CORP | RGEN | Healthcare | 0.19% | 47,500 | -34,290 | -41.92% | $5,596,450 |
| HARROW INC | HROW | Healthcare | 0.18% | 156,419 | -138,872 | -47.03% | $5,515,334 |
| REVVITY INC | RVTY | Healthcare | 0.14% | 48,400 | +48,400 | +100.00% | $4,240,324 |
| CELCUITY INC | CELC | Healthcare | 0.11% | 29,198 | +29,198 | +100.00% | $3,332,660 |
| PRAXIS PRECISION MEDICINES I | PRAX | Healthcare | 0.11% | 9,976 | +9,976 | +100.00% | $3,214,167 |
| PULMONX CORP | LUNG | Healthcare | 0.03% | 752,541 | - | - | $970,778 |
| VYNE THERAPEUTICS INC | VYNE | Healthcare | 0.02% | 916,077 | +916,077 | +100.00% | $547,356 |