Braidwell-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "KNSA",
  "NUVL",
  "ASND",
  "EWTX",
  "TRVI",
  "RGEN",
  "KRYS",
  "ARGX",
  "INSP",
  "MDGL",
  "APLS",
  "SKYE",
  "ADPT",
  "BCAX",
  null,
  "REPL",
  "LEGN",
  null,
  null,
  null,
  null,
  "SYRE",
  "APGE",
  "ISRG",
  "GH",
  null,
  null,
  "NBIX",
  null,
  "LUNG",
  null,
  null,
  null,
  null,
  null,
  "ZURA",
  "TMDX",
  "TMO",
  "ATEC",
  null,
  "DYN",
  null,
  "MRVI",
  null,
  "GKOS",
  "SRPT",
  "PEN",
  "ALGN",
  "HROW",
  "IRWD",
  "VKTX",
  "XENE",
  "KIDS",
  "XNCR",
  "ORKA",
  "IRTC",
  "BPMC",
  "CELC",
  "CSTL",
  "CGON",
  "CGEM",
  "DHR",
  "DAWN",
  "DNTH"
]

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: braidwell-lp
Manager Name: Braidwell-Lp

Data Enrichment

75% identified

48 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

64 positions • $2.8B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 4

Sort by:

TransMedics Group, Inc.

TMDX|89377M109

Shares:854.9K

Value:$57.5M

% of Portfolio:2.0% ($57.5M/$2.8B)

Guardant Health, Inc.

GH|40131M109

Shares:1.3M

Value:$56.5M

% of Portfolio:2.0% ($56.5M/$2.8B)

Edgewise Therapeutics, Inc.

EWTX|28036F105

Shares:2.5M

Value:$54.1M

% of Portfolio:1.9% ($54.1M/$2.8B)

Inspire Medical Systems, Inc.

INSP|457730109

Shares:302.4K

Value:$48.2M

% of Portfolio:1.7% ($48.2M/$2.8B)

10806XAD4

Shares:—

Value:$43.8M

% of Portfolio:1.5% ($43.8M/$2.8B)

45258DAB1

Shares:—

Value:$43.8M

% of Portfolio:1.5% ($43.8M/$2.8B)

Kiniksa Pharmaceuticals International, plc

KNSA|G52694109

Shares:2.0M

Value:$43.6M

% of Portfolio:1.5% ($43.6M/$2.8B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:88.0K

Value:$43.6M

% of Portfolio:1.5% ($43.6M/$2.8B)

Alphatec Holdings, Inc.

ATEC|02081G201

Shares:4.3M

Value:$43.2M

% of Portfolio:1.5% ($43.2M/$2.8B)

Spyre Therapeutics, Inc.

SYRE|00773J202

Shares:2.6M

Value:$41.6M

% of Portfolio:1.5% ($41.6M/$2.8B)

Blueprint Medicines Corp

BPMC|09627Y109

Shares:440.0K

Value:$38.9M

% of Portfolio:1.4% ($38.9M/$2.8B)

Dyne Therapeutics, Inc.

DYN|26818M108

Shares:3.6M

Value:$37.9M

% of Portfolio:1.3% ($37.9M/$2.8B)

Apellis Pharmaceuticals, Inc.

APLS|03753U106

Shares:1.7M

Value:$36.1M

% of Portfolio:1.3% ($36.1M/$2.8B)

Adaptive Biotechnologies Corp

ADPT|00650F109

Shares:4.8M

Value:$35.7M

% of Portfolio:1.3% ($35.7M/$2.8B)

Viking Therapeutics, Inc.

VKTX|92686J106

Shares:1.4M

Value:$34.7M

% of Portfolio:1.2% ($34.7M/$2.8B)

Penumbra Inc

PEN|70975L107

Shares:110.1K

Value:$29.4M

% of Portfolio:1.0% ($29.4M/$2.8B)

Bicara Therapeutics Inc.

BCAX|055477103

Shares:2.2M

Value:$28.2M

% of Portfolio:1.0% ($28.2M/$2.8B)

Day One Biopharmaceuticals, Inc.

DAWN|23954D109

Shares:3.5M

Value:$28.0M

% of Portfolio:1.0% ($28.0M/$2.8B)

ORTHOPEDIATRICS CORP

KIDS|68752L100

Shares:1.1M

Value:$27.3M

% of Portfolio:1.0% ($27.3M/$2.8B)

HARROW, INC.

HROW|415858109

Shares:956.8K

Value:$25.5M

% of Portfolio:0.9% ($25.5M/$2.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
TransMedics Group, Inc.(TMDXcusip89377M109)	854.9K	QoQ -7.28% (-67.2K) YoY +39.11% (+240.4K)	All Managers (Combined)	$57.5M	2.0% ($57.5M/$2.8B)	QoQ +0.04% (-$23.7K) YoY +26.58% (+$12.1M)
Guardant Health, Inc.(GHcusip40131M109)	1.3M	QoQ -53.39% (-1.5M) YoY -46.40% (-1.1M)	All Managers (Combined)	$56.5M	2.0% ($56.5M/$2.8B)	QoQ -35.00% (-$30.5M) YoY +10.66% (-$5.4M)
Edgewise Therapeutics, Inc.(EWTXcusip28036F105)	2.5M	QoQ +5.42% (-126.6K) YoY NEW(+2.5M)	All Managers (Combined)	$54.1M	1.9% ($54.1M/$2.8B)	QoQ -13.12% (-$8.2M) YoY NEW(+$54.1M)
Inspire Medical Systems, Inc.(INSPcusip457730109)	302.4K	QoQ +3.06% (-9.0K) YoY +197.96% (+200.9K)	All Managers (Combined)	$48.2M	1.7% ($48.2M/$2.8B)	QoQ -11.44% (-$6.2M) YoY +120.95% (+$26.4M)
(cusip10806XAD4)✕	—	QoQ - YoY -	All Managers (Combined)	$43.8M	1.5% ($43.8M/$2.8B)	QoQ -4.73% (-$2.2M) YoY -20.54% (-$11.3M)
(cusip45258DAB1)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$43.8M	1.5% ($43.8M/$2.8B)	QoQ NEW(+$43.8M) YoY NEW(+$43.8M)
Kiniksa Pharmaceuticals International, plc(KNSAcusipG52694109)	2.0M	QoQ -43.14% (-1.5M) YoY NEW(+2.0M)	All Managers (Combined)	$43.6M	1.5% ($43.6M/$2.8B)	QoQ -36.15% (-$24.7M) YoY NEW(+$43.6M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	88.0K	QoQ +16.86% (+12.7K) YoY -12.43% (-12.5K)	All Managers (Combined)	$43.6M	1.5% ($43.6M/$2.8B)	QoQ +10.89% (+$4.3M) YoY +8.66% (-$3.5M)
Alphatec Holdings, Inc.(ATECcusip02081G201)	4.3M	QoQ +0.06% (+2.9K) YoY NEW(+4.3M)	All Managers (Combined)	$43.2M	1.5% ($43.2M/$2.8B)	QoQ +10.53% (+$4.1M) YoY NEW(+$43.2M)
Spyre Therapeutics, Inc.(SYREcusip00773J202)	2.6M	QoQ 0.00% (-0) YoY +400.66% (+2.1M)	All Managers (Combined)	$41.6M	1.5% ($41.6M/$2.8B)	QoQ -30.69% (-$18.4M) YoY +112.97% (+$22.1M)
Blueprint Medicines Corp(BPMCcusip09627Y109)	440.0K	QoQ NEW(+440.0K) YoY NEW(+440.0K)	All Managers (Combined)	$38.9M	1.4% ($38.9M/$2.8B)	QoQ NEW(+$38.9M) YoY NEW(+$38.9M)
Dyne Therapeutics, Inc.(DYNcusip26818M108)	3.6M	QoQ +431.62% (+2.9M) YoY NEW(+3.6M)	All Managers (Combined)	$37.9M	1.3% ($37.9M/$2.8B)	QoQ +136.02% (+$21.8M) YoY NEW(+$37.9M)
Apellis Pharmaceuticals, Inc.(APLScusip03753U106)	1.7M	QoQ -21.27% (-446.5K) YoY NEW(+1.7M)	All Managers (Combined)	$36.1M	1.3% ($36.1M/$2.8B)	QoQ -46.04% (-$30.8M) YoY NEW(+$36.1M)
Adaptive Biotechnologies Corp(ADPTcusip00650F109)	4.8M	QoQ NEW(+4.8M) YoY +253.87% (+3.4M)	All Managers (Combined)	$35.7M	1.3% ($35.7M/$2.8B)	QoQ NEW(+$35.7M) YoY +719.08% (+$31.3M)
Viking Therapeutics, Inc.(VKTXcusip92686J106)	1.4M	QoQ -2.95% (-43.7K) YoY +101.36% (-722.9K)	All Managers (Combined)	$34.7M	1.2% ($34.7M/$2.8B)	QoQ -41.75% (-$24.9M) YoY -40.69% (-$23.8M)
Penumbra Inc(PENcusip70975L107)	110.1K	QoQ -40.09% (-73.7K) YoY -62.78% (-185.8K)	All Managers (Combined)	$29.4M	1.0% ($29.4M/$2.8B)	QoQ -32.54% (-$14.2M) YoY -55.40% (-$36.6M)
Bicara Therapeutics Inc.(BCAXcusip055477103)	2.2M	QoQ +8.10% (-162.1K) YoY NEW(+2.2M)	All Managers (Combined)	$28.2M	1.0% ($28.2M/$2.8B)	QoQ -19.13% (-$6.7M) YoY NEW(+$28.2M)
Day One Biopharmaceuticals, Inc.(DAWNcusip23954D109)	3.5M	QoQ -27.43% (-1.3M) YoY +62.71% (-1.4M)	All Managers (Combined)	$28.0M	1.0% ($28.0M/$2.8B)	QoQ -54.58% (-$33.7M) YoY -21.89% (-$7.9M)
ORTHOPEDIATRICS CORP(KIDScusip68752L100)	1.1M	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$27.3M	1.0% ($27.3M/$2.8B)	QoQ +6.25% (+$1.6M) YoY -15.53% (-$5.0M)
HARROW, INC.(HROWcusip415858109)	956.8K	QoQ +5.49% (-49.8K) YoY +659.59% (+830.9K)	All Managers (Combined)	$25.5M	0.9% ($25.5M/$2.8B)	QoQ -16.36% (-$5.0M) YoY +1427.22% (+$23.8M)