Braidwell LP

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 64
Total Value: 2844802567
Accession Number: 0001420506-25-001293
Form Type: 13F-HR
CIK: 0001920938
Manager Name: Braidwell LP

Data Enrichment

75% identified

48 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

64 positions • $2,844,802.567K total value

64 positions

Manager:

SEC FilingSEC DataHachi Filing

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40131MAD1

Value:

$227.4B

67011XAB9

Value:

$136.6B(+1.6%)

NEUROCRINE BIOSCIENCES INC

NBIX|64125C109

1191925(+32.2%)

Value:

$131.8B(+7.1%)

Legend Biotech Corp

LEGN|52490G102

2977951(+0.0%)

Value:

$101.0B(+4.3%)

759916AD1

Value:

$95.8B(-16.5%)

ARGENX SE

ARGX|04016X101

160849(+99.2%)

Value:

$95.2B(+91.7%)

Xenon Pharmaceuticals Inc.

XENE|98420N105

2709875(-7.0%)

Value:

$90.9B(-20.4%)

450056AB2

Value:

$89.7B

64049MAB6

Value:

$87.9B(-10.5%)

ALIGN TECHNOLOGY INC

ALGN|016255101

530530(+41.4%)

Value:

$84.3B(+7.7%)

46333XAH1

Value:

$82.5B(-3.1%)

CG Oncology, Inc.

CGON|156944100

3283317(+0.0%)

Value:

$80.4B(-14.6%)

Krystal Biotech, Inc.

KRYS|501147102

400744(+99.9%)

Value:

$72.3B(+130.0%)

10806XAB8

Value:

$72.0B(-51.4%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

127733(+42.3%)

Value:

$63.6B(+36.1%)

DANAHER CORP /DE/

DHR|235851102

309339

Value:

$63.4B

GLAUKOS Corp

GKOS|377322102

624435(+116.2%)

Value:

$61.5B(+41.9%)

Nuvalent, Inc.

NUVL|670703107

840945(+248.6%)

Value:

$59.6B(+215.8%)

iRhythm Technologies, Inc.

IRTC|450056106

556391(-21.1%)

Value:

$58.2B(-8.4%)

Apogee Therapeutics, Inc.

APGE|03770N101

1540362(+0.0%)

Value:

$57.5B(-17.5%)

Instrument	Shares		Other Manager	Value
(cusip40131MAD1)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$227.4M	QoQ NEW(+$227.4M) YoY NEW(+$227.4M)
(cusip67011XAB9)✕	—	QoQ - YoY -	All Managers (Combined)	$136.6M	QoQ +1.57% (+$2.1M) YoY +9.61% (+$12.0M)
Neurocrine Biosciences Inc(NBIXcusip64125C109)	1.2M	QoQ +32.17% (+290.1K) YoY +63.23% (+461.7K)	All Managers (Combined)	$131.8M	QoQ +7.09% (+$8.7M) YoY +30.89% (+$31.1M)
Legend Biotech Corp(LEGNcusip52490G102)	3.0M	QoQ 0.00% (+0) YoY +139.42% (+1.7M)	All Managers (Combined)	$101.0M	QoQ +4.27% (+$4.1M) YoY +44.83% (+$31.3M)
(cusip759916AD1)✕	—	QoQ - YoY NEW	All Managers (Combined)	$95.8M	QoQ -16.51% (-$19.0M) YoY NEW(+$95.8M)
Argenx Se(ARGXcusip04016X101)	160.8K	QoQ +99.15% (+80.1K) YoY -26.82% (-59.0K)	All Managers (Combined)	$95.2M	QoQ +91.66% (+$45.5M) YoY +9.99% (-$8.7M)
Xenon Pharmaceuticals Inc.(XENEcusip98420N105)	2.7M	QoQ -7.00% (-204.1K) YoY +107.17% (+1.4M)	All Managers (Combined)	$90.9M	QoQ -20.40% (-$23.3M) YoY +61.45% (+$34.6M)
(cusip450056AB2)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$89.7M	QoQ NEW(+$89.7M) YoY NEW(+$89.7M)
(cusip64049MAB6)✕	—	QoQ - YoY -	All Managers (Combined)	$87.9M	QoQ -10.50% (-$10.3M) YoY +6.46% (+$5.3M)
Align Technology Inc(ALGNcusip016255101)	530.5K	QoQ +41.40% (+155.4K) YoY +213.45% (+361.3K)	All Managers (Combined)	$84.3M	QoQ +7.73% (+$6.1M) YoY +51.85% (+$28.8M)
(cusip46333XAH1)✕	—	QoQ - YoY -	All Managers (Combined)	$82.5M	QoQ -3.13% (-$2.7M) YoY +53.69% (+$28.8M)
Cg Oncology, Inc.(CGONcusip156944100)	3.3M	QoQ 0.00% (-0) YoY +190.49% (+2.2M)	All Managers (Combined)	$80.4M	QoQ -14.60% (-$13.8M) YoY +62.05% (+$30.8M)
Krystal Biotech, Inc.(KRYScusip501147102)	400.7K	QoQ +99.87% (+200.2K) YoY +126.29% (+223.7K)	All Managers (Combined)	$72.3M	QoQ +130.03% (+$40.8M) YoY +129.30% (+$40.7M)
(cusip10806XAB8)✕	—	QoQ - YoY -	All Managers (Combined)	$72.0M	QoQ -51.40% (-$76.2M) YoY -50.75% (-$74.2M)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	127.7K	QoQ +42.31% (+38.0K) YoY +170.91% (+80.6K)	All Managers (Combined)	$63.6M	QoQ +36.12% (+$16.9M) YoY +131.94% (+$36.2M)
Danaher Corp /De/(DHRcusip235851102)	309.3K	QoQ NEW(+309.3K) YoY NEW(+309.3K)	All Managers (Combined)	$63.4M	QoQ NEW(+$63.4M) YoY NEW(+$63.4M)
Glaukos Corp(GKOScusip377322102)	624.4K	QoQ +116.16% (+335.6K) YoY +38.55% (+173.8K)	All Managers (Combined)	$61.5M	QoQ +41.88% (+$18.1M) YoY +44.62% (+$19.0M)
Nuvalent, Inc.(NUVLcusip670703107)	840.9K	QoQ +248.59% (+599.7K) YoY NEW(+840.9K)	All Managers (Combined)	$59.6M	QoQ +215.82% (+$40.8M) YoY NEW(+$59.6M)
Irhythm Technologies, Inc.(IRTCcusip450056106)	556.4K	QoQ -21.12% (-149.0K) YoY +15.13% (+73.1K)	All Managers (Combined)	$58.2M	QoQ -8.43% (-$5.4M) YoY +3.89% (+$2.2M)
Apogee Therapeutics, Inc.(APGEcusip03770N101)	1.5M	QoQ 0.00% (-0) YoY -16.39% (-302.2K)	All Managers (Combined)	$57.5M	QoQ -17.52% (-$12.2M) YoY -52.99% (-$64.9M)