BRAIDWELL LP
Reported holdings as of Q2 2026, from 15 quarterly filings.
Holdings
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| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| CARIS LIFE SCIENCES INC | CAI | $147.1M | 8,256,032 | +0.66pp | 5q | +3.1%+$4.4M | |
| HINGE HEALTH INC | HNGE | $110.4M | 1,330,127 | +2.21pp | 4q | -8.6%-$10.4M | |
| GLAUKOS CORP | GKOS | $82.7M | 591,927 | +0.32pp | 15q | -22.5%-$24.0M | |
| EDGEWISE THERAPEUTICS INC | EWTX | $81.1M | 1,996,965 | +0.53pp | 8q | -14.9%-$14.2M | |
| SPYRE THERAPEUTICS INC | SYRE | $78.1M | 879,467 | +1.32pp | 11q | -5.7%-$4.7M | |
| IRHYTHM HOLDINGS INC | IRTC | $77.8M | 654,262 | +0.48pp | 15q | +7.2%+$5.2M | |
| NEOGENOMICS INC | NEO | $71.8M | 4,918,202 | +1.26pp | 4q | -12.4%-$10.2M | |
| KODIAK SCIENCES INC | KOD | $69.6M | 1,787,318 | +0.26pp | 3q | -1.7%-$1.2M | |
| XENON PHARMACEUTICALS INC | XENE | $68.3M | 1,131,452 | -0.07pp | 15q | -15.5%-$12.5M | |
| ALPHATEC HLDGS INC | $66.2M | 69,121,000 | +0.33pp | 2q | DEBT | ||
| MONTE ROSA THERAPEUTICS INC | GLUE | $59.3M | 2,451,562 | +0.43pp | 3q | -23.5%-$18.3M | |
| DIANTHUS THERAPEUTICS INC | DNTH | $58.0M | 594,562 | -0.37pp | 4q | -33.9%-$29.7M | |
| NEUROCRINE BIOSCIENCES INC | NBIX | $56.7M | 336,171 | -0.77pp | 14q | -48.4%-$53.2M | |
| ALPHATEC HLDGS INC | ATEC | $56.5M | 6,531,439 | +1.30pp | 2q | +200.6%+$37.7M | |
| GENERATE BIOMEDICINES INC | GENB | $55.4M | 3,283,844 | +0.55pp | 2q | -8.6%-$5.2M | |
| MARAVAI LIFESCIENCES HLDGS I | MRVI | $54.3M | 8,702,921 | +1.04pp | 13q | -15.0%-$9.6M | |
| KRYSTAL BIOTECH INC | KRYS | $47.9M | 128,975 | +0.20pp | 15q | -29.3%-$19.9M | |
| HUMANA INC | HUM | $45.5M | 114,500 | - | new | NEW | |
| THERMO FISHER SCIENTIFIC INC | TMO | $44.8M | 89,395 | +0.13pp | 7q | -3.8%-$1.8M | |
| KYMERA THERAPEUTICS INC | KYMR | $43.4M | 378,163 | +0.67pp | 4q | +12.0%+$4.7M | |
| RHYTHM PHARMACEUTICALS INC | RYTM | $42.3M | 381,128 | +0.66pp | 2q | +22.7%+$7.8M | |
| DAMORA THERAPEUTICS INC COM NEW | DMRA | $42.1M | 1,620,377 | +0.79pp | 2q | +81.1%+$18.9M | |
| ACADIA PHARMACEUTICALS INC | ACAD | $41.7M | 1,646,399 | -0.29pp | 4q | -33.4%-$20.9M | |
| BRIGHTSPRING HEALTH SVCS INC | BTSG | $41.6M | 596,753 | +0.09pp | 3q | -41.3%-$29.3M | |
| TRANSMEDICS GROUP INC | TMDX | $40.5M | 609,715 | +0.41pp | 7q | +85.1%+$18.6M | |
| MBX BIOSCIENCES INC | MBX | $39.2M | 710,880 | -0.03pp | 3q | -52.4%-$43.1M | |
| Climb Bio Inc | CLYM | $36.5M | 2,797,375 | +1.00pp | 2q | +82.9%+$16.5M | |
| CAREDX INC | CDNA | $34.8M | 1,220,602 | +0.03pp | 4q | -43.8%-$27.1M | |
| MAZE THERAPEUTICS INC | MAZE | $34.0M | 1,140,040 | - | new | NEW | |
| BRIGHT MINDS BIOSCIENCES INC | DRUG | $34.0M | 483,822 | -0.06pp | 4q | -10.4%-$3.9M | |
| ACADIA HEALTHCARE CO | ACHC | $33.7M | 1,141,477 | +0.74pp | 2q | +76.7%+$14.6M | |
| NEKTAR THERAPEUTICS | NKTR | $33.1M | 473,617 | +0.69pp | 2q | +112.7%+$17.5M | |
| CORVUS PHARMACEUTICALS INC | CRVS | $31.8M | 2,126,298 | +0.32pp | 2q | +21.3%+$5.6M | |
| NURIX THERAPEUTICS INC | NRIX | $31.2M | 1,286,769 | +0.25pp | 3q | -26.5%-$11.3M | |
| INSPIRE MED SYS INC | INSP | $30.2M | 677,570 | -0.05pp | 12q | HELD | |
| AVALO THERAPEUTICS INC | AVTX | $30.1M | 1,629,182 | - | new | NEW | |
| ALAMAR BIOSCIENCES INC COMMON STOCK | ALMR | $29.4M | 1,083,983 | - | new | NEW | |
| DANAHER CORP DEL | DHR | $28.7M | 150,627 | +0.18pp | 6q | +8.1%+$2.2M | |
| INTUITIVE SURGICAL INC | ISRG | $27.9M | 70,137 | -0.16pp | 10q | -9.3%-$2.8M | |
| ORUKA THERAPEUTICS INC | ORKA | $26.5M | 278,164 | - | new | NEW | |
| AVALYN PHARMACEUTICALS INC COM SHS | AVLN | $26.4M | 801,395 | - | new | NEW | |
| AVEANNA HEALTHCARE HLDGS INC | AVAH | $26.3M | 3,065,106 | +0.50pp | 2q | +39.1%+$7.4M | |
| BIOAGE LABS INC | BIOA | $25.3M | 1,033,129 | +0.24pp | 2q | -13.9%-$4.1M | |
| BOSTON SCIENTIFIC CORP | BSX | $25.1M | 587,567 | +0.20pp | 2q | +69.6%+$10.3M | |
| VERA THERAPEUTICS INC | VERA | $24.2M | 564,724 | +0.19pp | 4q | +7.8%+$1.8M | |
| REPLIGEN CORP | RGEN | $24.2M | 177,100 | +0.71pp | 13q | +272.8%+$17.7M | |
| ZURA BIO LTD | ZURA | $23.5M | 3,980,295 | +0.08pp | 8q | HELD | |
| GUARDANT HEALTH INC | GH | $22.2M | 147,850 | -0.72pp | 2q | -70.4%-$52.8M | |
| EVOLUS INC | EOLS | $21.9M | 3,155,209 | +0.38pp | 3q | +1.6%+$347.0K | |
| NATERA INC | NTRA | $21.6M | 79,500 | -0.06pp | 3q | -38.4%-$13.4M | |
| ORTHOPEDIATRICS CORP | KIDS | $21.1M | 1,100,370 | +0.20pp | 15q | HELD | |
| ELEVANCE HEALTH INC FORMERLY | ELV | $20.9M | 53,960 | +0.17pp | 2q | -13.1%-$3.1M | |
| TECTONIC THERAPEUTIC INC | TECX | $20.5M | 596,900 | -0.11pp | 4q | -29.5%-$8.6M | |
| DYNE THERAPEUTICS INC | DYN | $20.5M | 921,598 | -0.26pp | 7q | -45.2%-$16.9M | |
| NEOGENOMICS INC | $16.9M | 18,011,000 | -2.44pp | 15q | DEBT | ||
| IMMUNOCORE HLDGS PLC | IMCR | $16.6M | 521,327 | - | new | NEW | |
| REPLIGEN CORP | $16.4M | 16,000,000 | -2.68pp | 7q | DEBT | ||
| ARGENX SE | ARGX | $16.4M | 17,707 | -1.46pp | 11q | -79.2%-$62.4M | |
| CELLDEX THERAPEUTICS INC NEW | CLDX | $16.2M | 436,646 | -0.83pp | 4q | -67.8%-$34.2M | |
| OVID THERAPEUTICS INC | OVID | $15.9M | 5,919,464 | - | new | NEW | |
| MANNKIND CORP | MNKD | $14.7M | 3,458,429 | - | new | NEW | |
| UNIQURE NV | QURE | $13.9M | 301,652 | - | new | NEW | |
| X4 PHARMACEUTICALS INC | XFOR | $13.6M | 2,922,754 | +0.05pp | 3q | -10.7%-$1.6M | |
| ORIC PHARMACEUTICALS INC | ORIC | $13.2M | 1,214,540 | +0.01pp | 2q | +7.7%+$936.8K | |
| KINIKSA PHARMACEUTICALS INTL | KNSA | $11.8M | 183,822 | flat | 9q | -32.5%-$5.7M | |
| OCULIS HOLDING AG | OCS | $11.6M | 834,183 | - | new | NEW | |
| ACLARIS THERAPEUTICS INC | ACRS | $11.3M | 2,142,348 | +0.21pp | 2q | +26.1%+$2.3M | |
| SEAPORT THERAPEUTICS INC COMMON STOCK | SPTX | $10.9M | 500,000 | - | new | NEW | |
| VOR BIOPHARMA INC | VOR | $10.6M | 573,104 | +0.11pp | 2q | +22.8%+$2.0M | |
| SURROZEN INC | SRZN | $10.1M | 390,753 | -0.01pp | 5q | -1.3%-$138.8K | |
| IMMUNIC INC | IMUX | $9.9M | 645,010 | - | new | NEW | |
| HELIX ACQUISITION CORP III | HLXC | $9.5M | 900,000 | +0.04pp | 2q | HELD | |
| IONIS PHARMACEUTICALS INC | IONS | $9.3M | 116,762 | +0.01pp | 2q | -10.8%-$1.1M | |
| QUEST DIAGNOSTICS INC | DGX | $9.2M | 43,200 | - | new | NEW | |
| ADLAI NORTYE LTD | ANL | $9.1M | 795,214 | - | new | NEW | |
| TENAX THERAPEUTICS INC | TENX | $8.5M | 584,412 | - | new | NEW | |
| KARDIGAN INC | KARD | $7.2M | 300,000 | - | new | NEW | |
| Amanat Acquisition Corp | AMAN | $7.1M | 700,000 | - | new | NEW | |
| HEMAB THERAPEUTICS HLDGS INC COM SHS | COAG | $5.9M | 160,000 | - | new | NEW | |
| GH RESEARCH PLC | GHRS | $5.6M | 207,240 | - | new | NEW | |
| WATERS CORP | WAT | $5.3M | 14,040 | - | new | NEW | |
| RESEARCH ALLIANCE CORP III | RACC | $4.3M | 400,000 | - | new | NEW | |
| JATT II ACQUISITION CORP | JATT | $2.8M | 250,000 | - | new | NEW | |
| PULMONX CORP | LUNG | $978.3K | 752,541 | flat | 15q | HELD | |
| VYNE THERAPEUTICS INC | VYNE | $596.1K | 916,077 | flat | 2q | HELD | |
| CYCLERION THERAPEUTICS INC | CYCN | $531.9K | 156,890 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Biotech & Pharma | $1.6B | 57.8% |
| Medical Devices | $362.8M | 13.4% |
| Healthcare Services | $336.4M | 12.4% |
| Software & IT Services | $110.4M | 4.1% |
| Instruments & Controls | $73.5M | 2.7% |
| Business Services | $71.8M | 2.7% |
| Insurance | $66.3M | 2.5% |
| Other sectors | $19.5M | 0.7% |
| Not classified | $100.6M | 3.7% |
What the disclosed book did
This is not the fund's return. A 13F shows long US equity positions only, so shorts, bonds, foreign listings, private holdings and cash are all invisible here. What this measures is the quarter's change in value of the positions this manager disclosed, had they been left untouched - the return a reader following the filing would have earned.
| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +24.7% | +14.8% | +9.9% | 84% |
| Q1 2026 | +0.4% | -4.6% | +5.0% | 82% |
| Q4 2025 | +18.7% | +2.4% | +16.4% | 73% |
| Q3 2025 | +14.1% | +7.8% | +6.3% | 72% |
| Q2 2025 | +5.3% | +10.5% | -5.1% | 67% |
| Q1 2025 | -15.7% | -4.6% | -11.1% | 66% |
| Q4 2024 | -7.0% | +2.1% | -9.1% | 66% |
| Q3 2024 | +9.4% | +5.4% | +4.0% | 61% |
Market is SPY over the same two quarter ends, priced the same way as everything else here - the median across every filer reporting it. It is a large-cap US proxy, so a manager holding small caps or biotech will beat or trail it for reasons that are not skill. Prices are quarter-end to quarter-end and say nothing about the path in between, or about trades opened and closed inside a quarter.
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $2.7B | 86 | 24 | 21 | 35 | 26 | 31.6% | 45 |
| Q1 2026 | $3.0B | 88 | 31 | 19 | 32 | 16 | 30.4% | 45 |
| Q4 2025 | $3.1B | 73 | 20 | 16 | 32 | 20 | 37.9% | 48 |
| Q3 2025 | $3.4B | 73 | 25 | 9 | 23 | 7 | 44.1% | 45 |
| Q2 2025 | $2.9B | 55 | 7 | 13 | 19 | 16 | 45.8% | 45 |
| Q1 2025 | $2.8B | 64 | 13 | 16 | 20 | 22 | 40.1% | 45 |
| Q4 2024 | $3.4B | 73 | 14 | 23 | 17 | 22 | 37.5% | 45 |
| Q3 2024 | $3.5B | 81 | 16 | 26 | 23 | 10 | 34.6% | 45 |
| Q2 2024 | $3.2B | 75 | 22 | 30 | 13 | 17 | 36.7% | 45 |
| Q1 2024 | $3.1B | 70 | 17 | 21 | 16 | 19 | 37.8% | 45 |
| Q4 2023 | $2.7B | 72 | 8 | 20 | 28 | 21 | 40.3% | 45 |
| Q3 2023 | $3.2B | 85 | 19 | 31 | 13 | 15 | 35.4% | 45 |
| Q2 2023 | $3.1B | 81 | 18 | 24 | 20 | 18 | 37.0% | 45 |
| Q1 2023 | $3.0B | 81 | 14 | 21 | 27 | 21 | 36.5% | 45 |
| Q4 2022 | $3.0B | 88 | 0 | 0 | 0 | 0 | 33.0% | 45 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.