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 3 of 4

Sort by:

252131AM9

Shares:—

Value:$22.8M

% of Portfolio:0.8% ($22.8M/$2.8B)

MARAVAI LIFESCIENCES HOLDINGS, INC.

MRVI|56600D107

Shares:8.4M

Value:$18.5M

% of Portfolio:0.6% ($18.5M/$2.8B)

252131AK3

Shares:—

Value:$18.0M

% of Portfolio:0.6% ($18.0M/$2.8B)

Xencor Inc

XNCR|98401F105

Shares:1.7M

Value:$17.6M

% of Portfolio:0.6% ($17.6M/$2.8B)

Ascendis Pharma A/S

ASND|04351P101

Shares:106.7K

Value:$16.6M

% of Portfolio:0.6% ($16.6M/$2.8B)

Oruka Therapeutics, Inc.

ORKA|687604108

Shares:1.6M

Value:$16.1M

% of Portfolio:0.6% ($16.1M/$2.8B)

MADRIGAL PHARMACEUTICALS, INC.

MDGL|558868105

Shares:48.7K

Value:$16.1M

% of Portfolio:0.6% ($16.1M/$2.8B)

Sarepta Therapeutics, Inc.

SRPT|803607100

Shares:234.5K

Value:$15.0M

% of Portfolio:0.5% ($15.0M/$2.8B)

Replimune Group, Inc.

REPL|76029N106

Shares:1.5M

Value:$14.3M

% of Portfolio:0.5% ($14.3M/$2.8B)

REPLIGEN CORP

RGEN|759916109

Shares:81.7K

Value:$10.4M

% of Portfolio:0.4% ($10.4M/$2.8B)

IRONWOOD PHARMACEUTICALS INC

IRWD|46333X108

Shares:6.6M

Value:$9.7M

% of Portfolio:0.3% ($9.7M/$2.8B)

Celcuity Inc.

CELC|15102K100

Shares:884.3K

Value:$8.9M

% of Portfolio:0.3% ($8.9M/$2.8B)

Cullinan Therapeutics, Inc.

CGEM|230031106

Shares:980.8K

Value:$7.4M

% of Portfolio:0.3% ($7.4M/$2.8B)

CASTLE BIOSCIENCES INC

CSTL|14843C105

Shares:365.2K

Value:$7.3M

% of Portfolio:0.3% ($7.3M/$2.8B)

Dianthus Therapeutics, Inc. /DE/

DNTH|252828108

Shares:375.4K

Value:$6.8M

% of Portfolio:0.2% ($6.8M/$2.8B)

02081GAB8

Shares:—

Value:$5.8M

% of Portfolio:0.2% ($5.8M/$2.8B)

Pulmonx Corp

LUNG|745848101

Shares:752.5K

Value:$5.1M

% of Portfolio:0.2% ($5.1M/$2.8B)

59267L107

Shares:175.0K

Value:$4.8M

% of Portfolio:0.2% ($4.8M/$2.8B)

002942100

Shares:500.0K

Value:$3.8M

% of Portfolio:0.1% ($3.8M/$2.8B)

008064107

Shares:1.4M

Value:$3.6M

% of Portfolio:0.1% ($3.6M/$2.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip252131AM9)✕	—	QoQ - YoY NEW	All Managers (Combined)	$22.8M	0.8% ($22.8M/$2.8B)	QoQ -69.34% (-$51.6M) YoY NEW(+$22.8M)
MARAVAI LIFESCIENCES HOLDINGS, INC.(MRVIcusip56600D107)	8.4M	QoQ 0.00% (-0) YoY +15.66% (-1.1M)	All Managers (Combined)	$18.5M	0.6% ($18.5M/$2.8B)	QoQ -59.44% (-$27.1M) YoY -70.51% (-$44.2M)
(cusip252131AK3)✕	—	QoQ - YoY -	All Managers (Combined)	$18.0M	0.6% ($18.0M/$2.8B)	QoQ +0.93% (+$167.3K) YoY -74.79% (-$53.5M)
Xencor Inc(XNCRcusip98401F105)	1.7M	QoQ +168.98% (+1.0M) YoY NEW(+1.7M)	All Managers (Combined)	$17.6M	0.6% ($17.6M/$2.8B)	QoQ +24.54% (+$3.5M) YoY NEW(+$17.6M)
Ascendis Pharma A/S(ASNDcusip04351P101)	106.7K	QoQ NEW(+106.7K) YoY NEW(+106.7K)	All Managers (Combined)	$16.6M	0.6% ($16.6M/$2.8B)	QoQ NEW(+$16.6M) YoY NEW(+$16.6M)
Oruka Therapeutics, Inc.(ORKAcusip687604108)	1.6M	QoQ +37.00% (-424.8K) YoY NEW(+1.6M)	All Managers (Combined)	$16.1M	0.6% ($16.1M/$2.8B)	QoQ -40.45% (-$11.0M) YoY NEW(+$16.1M)
MADRIGAL PHARMACEUTICALS, INC.(MDGLcusip558868105)	48.7K	QoQ NEW(+48.7K) YoY NEW(+48.7K)	All Managers (Combined)	$16.1M	0.6% ($16.1M/$2.8B)	QoQ NEW(+$16.1M) YoY NEW(+$16.1M)
Sarepta Therapeutics, Inc.(SRPTcusip803607100)	234.5K	QoQ -35.73% (-130.4K) YoY NEW(+234.5K)	All Managers (Combined)	$15.0M	0.5% ($15.0M/$2.8B)	QoQ -66.26% (-$29.4M) YoY NEW(+$15.0M)
Replimune Group, Inc.(REPLcusip76029N106)	1.5M	QoQ -1.03% (-15.3K) YoY NEW(+1.5M)	All Managers (Combined)	$14.3M	0.5% ($14.3M/$2.8B)	QoQ -20.32% (-$3.6M) YoY NEW(+$14.3M)
REPLIGEN CORP(RGENcusip759916109)	81.7K	QoQ -71.22% (-202.2K) YoY -42.83% (-61.2K)	All Managers (Combined)	$10.4M	0.4% ($10.4M/$2.8B)	QoQ -74.56% (-$30.5M) YoY -60.45% (-$15.9M)
IRONWOOD PHARMACEUTICALS INC(IRWDcusip46333X108)	6.6M	QoQ +21.73% (-1.2M) YoY +89.76% (-3.1M)	All Managers (Combined)	$9.7M	0.3% ($9.7M/$2.8B)	QoQ -59.60% (-$14.4M) YoY -67.97% (-$20.7M)
Celcuity Inc.(CELCcusip15102K100)	884.3K	QoQ 0.00% (-0) YoY NEW(+884.3K)	All Managers (Combined)	$8.9M	0.3% ($8.9M/$2.8B)	QoQ -22.76% (-$2.6M) YoY NEW(+$8.9M)
Cullinan Therapeutics, Inc.(CGEMcusip230031106)	980.8K	QoQ -16.61% (-195.4K) YoY -20.96% (-260.1K)	All Managers (Combined)	$7.4M	0.3% ($7.4M/$2.8B)	QoQ -48.17% (-$6.9M) YoY -64.88% (-$13.7M)
CASTLE BIOSCIENCES INC(CSTLcusip14843C105)	365.2K	QoQ NEW(+365.2K) YoY NEW(+365.2K)	All Managers (Combined)	$7.3M	0.3% ($7.3M/$2.8B)	QoQ NEW(+$7.3M) YoY NEW(+$7.3M)
Dianthus Therapeutics, Inc. /DE/(DNTHcusip252828108)	375.4K	QoQ -68.89% (-831.2K) YoY NEW(+375.4K)	All Managers (Combined)	$6.8M	0.2% ($6.8M/$2.8B)	QoQ -74.11% (-$19.5M) YoY NEW(+$6.8M)
(cusip02081GAB8)✕	—	QoQ - YoY -	All Managers (Combined)	$5.8M	0.2% ($5.8M/$2.8B)	QoQ -89.48% (-$49.3M) YoY -82.88% (-$28.1M)
Pulmonx Corp(LUNGcusip745848101)	752.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.1M	0.2% ($5.1M/$2.8B)	QoQ -0.88% (-$45.2K) YoY -27.40% (-$1.9M)
(cusip59267L107)✕	175.0K	QoQ NEW(+175.0K) YoY NEW(+175.0K)	All Managers (Combined)	$4.8M	0.2% ($4.8M/$2.8B)	QoQ NEW(+$4.8M) YoY NEW(+$4.8M)
(cusip002942100)✕	500.0K	QoQ NEW(+500.0K) YoY NEW(+500.0K)	All Managers (Combined)	$3.8M	0.1% ($3.8M/$2.8B)	QoQ NEW(+$3.8M) YoY NEW(+$3.8M)
(cusip008064107)✕	1.4M	QoQ 0.00% (-0) YoY NEW(+1.4M)	All Managers (Combined)	$3.6M	0.1% ($3.6M/$2.8B)	QoQ -5.28% (-$201.7K) YoY NEW(+$3.6M)