Braidwell Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Braidwell Lp disclosed 69 stock positions valued at approximately $2.70B as of quarter-end June 30, 2026. The largest holdings include CARIS LIFE SCIENCES INC, HINGE HEALTH INC, and GLAUKOS CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 69
- Portfolio Value
- $2.70B
Holdings by Sector
Braidwell Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CARIS LIFE SCIENCES INC | CAI | Other | 5.44% | 8,256,032 | +246,585 | +3.08% | $147,122,490 |
| HINGE HEALTH INC | HNGE | Healthcare | 4.08% | 1,330,127 | -124,996 | -8.59% | $110,400,541 |
| GLAUKOS CORP | GKOS | Healthcare | 3.06% | 591,927 | -171,578 | -22.47% | $82,727,718 |
| EDGEWISE THERAPEUTICS INC | EWTX | Healthcare | 3.00% | 1,996,965 | -350,618 | -14.94% | $81,136,688 |
| SPYRE THERAPEUTICS INC | SYRE | Healthcare | 2.89% | 879,467 | -53,356 | -5.72% | $78,079,080 |
| IRHYTHM HOLDINGS INC | IRTC | Healthcare | 2.88% | 654,262 | +44,070 | +7.22% | $77,824,465 |
| NEOGENOMICS INC | NEO | Healthcare | 2.65% | 4,918,202 | -699,200 | -12.45% | $71,756,567 |
| KODIAK SCIENCES INC | KOD | Healthcare | 2.58% | 1,787,318 | -31,347 | -1.72% | $69,633,909 |
| XENON PHARMACEUTICALS INC | XENE | Healthcare | 2.53% | 1,131,452 | -207,000 | -15.47% | $68,294,443 |
| MONTE ROSA THERAPEUTICS INC | GLUE | Healthcare | 2.19% | 2,451,562 | -755,012 | -23.55% | $59,327,800 |
| DIANTHUS THERAPEUTICS INC | DNTH | Healthcare | 2.14% | 594,562 | -304,802 | -33.89% | $57,957,904 |
| NEUROCRINE BIOSCIENCES INC | NBIX | Healthcare | 2.10% | 336,171 | -315,950 | -48.45% | $56,656,579 |
| ALPHATEC HLDGS INC | ATEC | Healthcare | 2.09% | 6,531,439 | +4,358,714 | +200.61% | $56,496,947 |
| GENERATE BIOMEDICINES INC | GENB | Other | 2.05% | 3,283,844 | -309,155 | -8.60% | $55,398,448 |
| MARAVAI LIFESCIENCES HLDGS I | MRVI | Healthcare | 2.01% | 8,702,921 | -1,537,243 | -15.01% | $54,306,227 |
| KRYSTAL BIOTECH INC | KRYS | Healthcare | 1.77% | 128,975 | -53,450 | -29.30% | $47,936,138 |
| HUMANA INC | HUM | Healthcare | 1.68% | 114,500 | +114,500 | +100.00% | $45,481,690 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.66% | 89,395 | -3,520 | -3.79% | $44,819,077 |
| KYMERA THERAPEUTICS INC | KYMR | Healthcare | 1.60% | 378,163 | +40,604 | +12.03% | $43,363,951 |
| RHYTHM PHARMACEUTICALS INC | RYTM | Healthcare | 1.57% | 381,128 | +70,500 | +22.70% | $42,316,642 |
| ACADIA PHARMACEUTICALS INC | ACAD | Healthcare | 1.54% | 1,646,399 | -824,800 | -33.38% | $41,653,895 |
| BRIGHTSPRING HEALTH SVCS INC | BTSG | Healthcare | 1.54% | 596,753 | -419,809 | -41.30% | $41,617,554 |
| TRANSMEDICS GROUP INC | TMDX | Healthcare | 1.50% | 609,715 | +280,324 | +85.10% | $40,497,270 |
| MBX BIOSCIENCES INC | MBX | Other | 1.45% | 710,880 | -781,587 | -52.37% | $39,240,576 |
| CLIMB BIO INC | ELYM | Other | 1.35% | 2,797,375 | +1,267,700 | +82.87% | $36,477,770 |
| CAREDX INC | CDNA | Healthcare | 1.29% | 1,220,602 | -952,544 | -43.83% | $34,787,157 |
| MAZE THERAPEUTICS INC | MAZE | Other | 1.26% | 1,140,040 | +1,140,040 | +100.00% | $34,018,794 |
| ACADIA HEALTHCARE COMPANY IN | ACHC | Healthcare | 1.25% | 1,141,477 | +495,577 | +76.73% | $33,707,816 |
| CORVUS PHARMACEUTICALS INC | CRVS | Healthcare | 1.18% | 2,126,298 | +373,500 | +21.31% | $31,766,892 |
| NURIX THERAPEUTICS INC | NRIX | Healthcare | 1.15% | 1,286,769 | -463,997 | -26.50% | $31,217,016 |
Showing 30 of 69 holdings in the latest reporting period.