Braidwell LP

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001920938

Type: FundHoldings: 64Value: $2.8BLatest: 2025Q1

BRAIDWELL LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 64 holdings worth $2.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

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40131MAD1

Shares:—

Value:$227.4M

% of Portfolio:8.0% ($227.4M/$2.8B)

67011XAB9

Shares:—

Value:$136.6M

% of Portfolio:4.8% ($136.6M/$2.8B)

NEUROCRINE BIOSCIENCES INC

NBIX|64125C109

Shares:1.2M

Value:$131.8M

% of Portfolio:4.6% ($131.8M/$2.8B)

Legend Biotech Corp

LEGN|52490G102

Shares:3.0M

Value:$101.0M

% of Portfolio:3.6% ($101.0M/$2.8B)

759916AD1

Shares:—

Value:$95.8M

% of Portfolio:3.4% ($95.8M/$2.8B)

ARGENX SE

ARGX|04016X101

Shares:160.8K

Value:$95.2M

% of Portfolio:3.3% ($95.2M/$2.8B)

Xenon Pharmaceuticals Inc.

XENE|98420N105

Shares:2.7M

Value:$90.9M

% of Portfolio:3.2% ($90.9M/$2.8B)

450056AB2

Shares:—

Value:$89.7M

% of Portfolio:3.2% ($89.7M/$2.8B)

64049MAB6

Shares:—

Value:$87.9M

% of Portfolio:3.1% ($87.9M/$2.8B)

ALIGN TECHNOLOGY INC

ALGN|016255101

Shares:530.5K

Value:$84.3M

% of Portfolio:3.0% ($84.3M/$2.8B)

46333XAH1

Shares:—

Value:$82.5M

% of Portfolio:2.9% ($82.5M/$2.8B)

CG Oncology, Inc.

CGON|156944100

Shares:3.3M

Value:$80.4M

% of Portfolio:2.8% ($80.4M/$2.8B)

Krystal Biotech, Inc.

KRYS|501147102

Shares:400.7K

Value:$72.3M

% of Portfolio:2.5% ($72.3M/$2.8B)

10806XAB8

Shares:—

Value:$72.0M

% of Portfolio:2.5% ($72.0M/$2.8B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:127.7K

Value:$63.6M

% of Portfolio:2.2% ($63.6M/$2.8B)

DANAHER CORP /DE/

DHR|235851102

Shares:309.3K

Value:$63.4M

% of Portfolio:2.2% ($63.4M/$2.8B)

GLAUKOS Corp

GKOS|377322102

Shares:624.4K

Value:$61.5M

% of Portfolio:2.2% ($61.5M/$2.8B)

Nuvalent, Inc.

NUVL|670703107

Shares:840.9K

Value:$59.6M

% of Portfolio:2.1% ($59.6M/$2.8B)

iRhythm Technologies, Inc.

IRTC|450056106

Shares:556.4K

Value:$58.2M

% of Portfolio:2.0% ($58.2M/$2.8B)

Apogee Therapeutics, Inc.

APGE|03770N101

Shares:1.5M

Value:$57.5M

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

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip40131MAD1)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$227.4M	8.0% ($227.4M/$2.8B)	QoQ NEW(+$227.4M) YoY NEW(+$227.4M)
(cusip67011XAB9)✕	—	QoQ - YoY -	All Managers (Combined)	$136.6M	4.8% ($136.6M/$2.8B)	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	4.6% ($131.8M/$2.8B)	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	3.6% ($101.0M/$2.8B)	QoQ +4.27% (+$4.1M) YoY +44.83% (+$31.3M)
(cusip759916AD1)✕	—	QoQ - YoY NEW	All Managers (Combined)	$95.8M	3.4% ($95.8M/$2.8B)	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	3.3% ($95.2M/$2.8B)	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	3.2% ($90.9M/$2.8B)	QoQ -20.40% (-$23.3M) YoY +61.45% (+$34.6M)
(cusip450056AB2)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$89.7M	3.2% ($89.7M/$2.8B)	QoQ NEW(+$89.7M) YoY NEW(+$89.7M)
(cusip64049MAB6)✕	—	QoQ - YoY -	All Managers (Combined)	$87.9M	3.1% ($87.9M/$2.8B)	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	3.0% ($84.3M/$2.8B)	QoQ +7.73% (+$6.1M) YoY +51.85% (+$28.8M)
(cusip46333XAH1)✕	—	QoQ - YoY -	All Managers (Combined)	$82.5M	2.9% ($82.5M/$2.8B)	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	2.8% ($80.4M/$2.8B)	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	2.5% ($72.3M/$2.8B)	QoQ +130.03% (+$40.8M) YoY +129.30% (+$40.7M)
(cusip10806XAB8)✕	—	QoQ - YoY -	All Managers (Combined)	$72.0M	2.5% ($72.0M/$2.8B)	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	2.2% ($63.6M/$2.8B)	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	2.2% ($63.4M/$2.8B)	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	2.2% ($61.5M/$2.8B)	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	2.1% ($59.6M/$2.8B)	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	2.0% ($58.2M/$2.8B)	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	2.0% ($57.5M/$2.8B)	QoQ -17.52% (-$12.2M) YoY -52.99% (-$64.9M)