Braidwell portfolio · 2022-12-31
Disclosed long book
$1.69 billion
Long positions
88
Calls / puts
0 / 0
Top 5 concentration
20.4%
Longs with AI data
0 / 88
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
GUARDANT HEALTH INC GUARDANT HEALTH INC · NOTE 11/1 · 40131MAB5 | LONG | 250,022,000 | $156.7 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
NANOSTRING TECHNOLOGIES INC NANOSTRING TECHNOLOGIES INC · NOTE 2.625% 3/0 · 63009RAD1 | LONG | 145,520,000 | $118.2 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
NOVOCURE LTD NOVOCURE LTD · NOTE 11/0 · 67011XAB9 | LONG | 131,834,000 | $117.6 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
EXACT SCIENCES CORP EXACT SCIENCES CORP · NOTE 0.375% 3/0 · 30063PAC9 | LONG | 139,000,000 | $109.6 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
ALPHATEC HLDGS INC ALPHATEC HLDGS INC · NOTE 0.750% 8/0 · 02081GAB8 | LONG | 112,250,000 | $103.1 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
NEVRO CORP NEVRO CORP · NOTE 2.750% 4/0 · 64157FAC7 | LONG | 109,251,000 | $100.2 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
GLAUKOS CORP GLAUKOS CORP · COM · 377322102 | LONG | 1,661,851 | $72.6 million | 4.3% | NOT COMPARABLE | — | 1Y — 5Y — |
IVERIC BIO INC IVERIC BIO INC · COM · 46583P102 | LONG | 3,341,300 | $71.5 million | 4.2% | NOT COMPARABLE | — | 1Y — 5Y — |
BIOGEN INC BIOGEN INC · COM · 09062X103 | LONG | 252,542 | $69.9 million | 4.1% | NOT COMPARABLE | — | 1Y — 5Y — |
VAXCYTE INC VAXCYTE INC · COM · 92243G108 | LONG | 1,362,278 | $65.3 million | 3.9% | NOT COMPARABLE | — | 1Y — 5Y — |
NATERA INC NATERA INC · COM · 632307104 | LONG | 1,621,012 | $65.1 million | 3.9% | NOT COMPARABLE | — | 1Y — 5Y — |
BRIDGEBIO PHARMA INC BRIDGEBIO PHARMA INC · NOTE 2.500% 3/1 · 10806XAB8 | LONG | 141,500,000 | $63.7 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
CRINETICS PHARMACEUTICALS IN CRINETICS PHARMACEUTICALS IN · COM · 22663K107 | LONG | 3,469,674 | $63.5 million | 3.8% | NOT COMPARABLE | — | 1Y — 5Y — |
XENON PHARMACEUTICALS INC XENON PHARMACEUTICALS INC · COM · 98420N105 | LONG | 1,548,110 | $61.0 million | 3.6% | NOT COMPARABLE | — | 1Y — 5Y — |
INTUITIVE SURGICAL INC INTUITIVE SURGICAL INC · COM NEW · 46120E602 | LONG | 223,120 | $59.2 million | 3.5% | NOT COMPARABLE | — | 1Y — 5Y — |
DECIPHERA PHARMACEUTICALS IN DECIPHERA PHARMACEUTICALS IN · COM · 24344T101 | LONG | 3,271,513 | $53.6 million | 3.2% | NOT COMPARABLE | — | 1Y — 5Y — |
KARYOPHARM THERAPEUTICS INC KARYOPHARM THERAPEUTICS INC · NOTE 3.000%10/1 · 48576UAA4 | LONG | 65,976,000 | $49.4 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
IONIS PHARMACEUTICALS INC IONIS PHARMACEUTICALS INC · NOTE 4/0 · 462222AD2 | LONG | 52,740,000 | $48.9 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
NEVRO CORP NEVRO CORP · COM · 64157F103 | LONG | 1,192,298 | $47.2 million | 2.8% | NOT COMPARABLE | — | 1Y — 5Y — |
TRAVERE THERAPEUTICS INC TRAVERE THERAPEUTICS INC · NOTE 2.500% 9/1 · 761299AB2 | LONG | 50,536,000 | $46.6 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
IRHYTHM HOLDINGS INC IRHYTHM HOLDINGS INC · COM · 450056106 | LONG | 497,667 | $46.6 million | 2.8% | NOT COMPARABLE | — | 1Y — 5Y — |
ALIGN TECHNOLOGY INC ALIGN TECHNOLOGY INC · COM · 016255101 | LONG | 219,930 | $46.4 million | 2.7% | NOT COMPARABLE | — | 1Y — 5Y — |
OUTSET MED INC OUTSET MED INC · COM · 690145107 | LONG | 1,704,552 | $44.0 million | 2.6% | NOT COMPARABLE | — | 1Y — 5Y — |
AMYRIS INC AMYRIS INC · NOTE 1.500%11/1 · 03236MAJ0 | LONG | 137,850,000 | $43.3 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
ORTHOPEDIATRICS CORP ORTHOPEDIATRICS CORP · COM · 68752L100 | LONG | 1,044,699 | $41.5 million | 2.5% | NOT COMPARABLE | — | 1Y — 5Y — |
EXACT SCIENCES CORP EXACT SCIENCES CORP · NOTE 0.375% 3/1 · 30063PAB1 | LONG | 48,300,000 | $40.1 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
ACLARIS THERAPEUTICS INC ACLARIS THERAPEUTICS INC · COM · 00461U105 | LONG | 2,393,985 | $37.7 million | 2.2% | NOT COMPARABLE | — | 1Y — 5Y — |
INSMED INC INSMED INC · NOTE 1.750% 1/1 · 457669AA7 | LONG | 399,630,000 | $37.7 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
NEOGENOMICS INC NEOGENOMICS INC · NOTE 1.250% 5/0 · 64049MAA8 | LONG | 43,000,000 | $36.5 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
PENUMBRA INC PENUMBRA INC · COM · 70975L107 | LONG | 162,828 | $36.2 million | 2.1% | NOT COMPARABLE | — | 1Y — 5Y — |
AMGEN INC AMGEN INC · COM · 031162100 | LONG | 131,100 | $34.4 million | 2.0% | NOT COMPARABLE | — | 1Y — 5Y — |
BELLUS HEALTH INC NEW BELLUS HEALTH INC NEW · COM NEW · 07987C204 | LONG | 4,112,494 | $33.8 million | 2.0% | NOT COMPARABLE | — | 1Y — 5Y — |
IONIS PHARMACEUTICALS INC IONIS PHARMACEUTICALS INC · NOTE 0.125%12/1 · 462222AB6 | LONG | 36,533,000 | $33.4 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
LEGEND BIOTECH CORP LEGEND BIOTECH CORP · SPONSORED ADS · 52490G102 | LONG | 658,101 | $32.9 million | 1.9% | NOT COMPARABLE | — | 1Y — 5Y — |
NUVASIVE INC NUVASIVE INC · NOTE 0.375% 3/1 · 670704AJ4 | LONG | 36,665,000 | $32.2 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
NEOGENOMICS INC NEOGENOMICS INC · NOTE 0.250% 1/1 · 64049MAB6 | LONG | 48,678,000 | $31.9 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
SYNDAX PHARMACEUTICALS INC SYNDAX PHARMACEUTICALS INC · COM · 87164F105 | LONG | 1,242,802 | $31.6 million | 1.9% | NOT COMPARABLE | — | 1Y — 5Y — |
MERUS N V MERUS N V · COM · N5749R100 | LONG | 1,998,084 | $30.9 million | 1.8% | NOT COMPARABLE | — | 1Y — 5Y — |
TRAVERE THERAPEUTICS INC TRAVERE THERAPEUTICS INC · COM · 89422G107 | LONG | 1,455,585 | $30.6 million | 1.8% | NOT COMPARABLE | — | 1Y — 5Y — |
TRAVERE THERAPEUTICS INC TRAVERE THERAPEUTICS INC · NOTE 2.250% 3/0 · 89422GAA5 | LONG | 31,350,000 | $28.7 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
KRYSTAL BIOTECH INC KRYSTAL BIOTECH INC · COM · 501147102 | LONG | 358,056 | $28.4 million | 1.7% | NOT COMPARABLE | — | 1Y — 5Y — |
HILLEVAX INC HILLEVAX INC · COM · 43157M102 | LONG | 1,620,216 | $27.1 million | 1.6% | NOT COMPARABLE | — | 1Y — 5Y — |
DAY ONE BIOPHARMACEUTICALS I DAY ONE BIOPHARMACEUTICALS I · COM · 23954D109 | LONG | 1,246,539 | $26.8 million | 1.6% | NOT COMPARABLE | — | 1Y — 5Y — |
DICE THERAPEUTICS INC DICE THERAPEUTICS INC · COM · 23345J104 | LONG | 839,075 | $26.2 million | 1.6% | NOT COMPARABLE | — | 1Y — 5Y — |
QUIDELORTHO CORP QUIDELORTHO CORP · COM · 219798105 | LONG | 300,437 | $25.7 million | 1.5% | NOT COMPARABLE | — | 1Y — 5Y — |
GLOBUS MED INC GLOBUS MED INC · CL A · 379577208 | LONG | 343,626 | $25.5 million | 1.5% | NOT COMPARABLE | — | 1Y — 5Y — |
ACADIA PHARMACEUTICALS INC ACADIA PHARMACEUTICALS INC · COM · 004225108 | LONG | 1,493,121 | $23.8 million | 1.4% | NOT COMPARABLE | — | 1Y — 5Y — |
ANAPTYSBIO INC ANAPTYSBIO INC · COM · 032724106 | LONG | 726,122 | $22.5 million | 1.3% | NOT COMPARABLE | — | 1Y — 5Y — |
SILK RD MED INC SILK RD MED INC · COM · 82710M100 | LONG | 416,817 | $22.0 million | 1.3% | NOT COMPARABLE | — | 1Y — 5Y — |
ESPERION THERAPEUTICS INC NE ESPERION THERAPEUTICS INC NE · COM · 29664W105 | LONG | 3,393,405 | $21.1 million | 1.3% | NOT COMPARABLE | — | 1Y — 5Y — |
BIOMARIN PHARMACEUTICAL INC BIOMARIN PHARMACEUTICAL INC · NOTE 1.250% 5/1 · 09061GAK7 | LONG | 19,200,000 | $20.7 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
APELLIS PHARMACEUTICALS INC APELLIS PHARMACEUTICALS INC · COM · 03753U106 | LONG | 389,596 | $20.1 million | 1.2% | NOT COMPARABLE | — | 1Y — 5Y — |
RAPT THERAPEUTICS INC RAPT THERAPEUTICS INC · COM · 75382E109 | LONG | 1,000,000 | $19.8 million | 1.2% | NOT COMPARABLE | — | 1Y — 5Y — |
MIRATI THERAPEUTICS INC MIRATI THERAPEUTICS INC · COM · 60468T105 | LONG | 413,600 | $18.7 million | 1.1% | NOT COMPARABLE | — | 1Y — 5Y — |
TRANSMEDICS GROUP INC TRANSMEDICS GROUP INC · COM · 89377M109 | LONG | 303,185 | $18.7 million | 1.1% | NOT COMPARABLE | — | 1Y — 5Y — |
ARGENX SE ARGENX SE · SPONSORED ADR · 04016X101 | LONG | 49,200 | $18.6 million | 1.1% | NOT COMPARABLE | — | 1Y — 5Y — |
DBV TECHNOLOGIES S A DBV TECHNOLOGIES S A · SPONSORED ADR · 23306J101 | LONG | 12,107,785 | $18.5 million | 1.1% | NOT COMPARABLE | — | 1Y — 5Y — |
SAREPTA THERAPEUTICS INC SAREPTA THERAPEUTICS INC · COM · 803607100 | LONG | 140,352 | $18.2 million | 1.1% | NOT COMPARABLE | — | 1Y — 5Y — |
REPLIMUNE GROUP INC REPLIMUNE GROUP INC · COM · 76029N106 | LONG | 662,349 | $18.0 million | 1.1% | NOT COMPARABLE | — | 1Y — 5Y — |
STERIS PLC STERIS PLC · SHS USD · G8473T100 | LONG | 95,694 | $17.7 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
EDWARDS LIFESCIENCES CORP EDWARDS LIFESCIENCES CORP · COM · 28176E108 | LONG | 235,319 | $17.6 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
IMMUNOGEN INC IMMUNOGEN INC · COM · 45253H101 | LONG | 3,474,497 | $17.2 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
COOPER COS INC COOPER COS INC · COM NEW · 216648402 | LONG | 52,115 | $17.2 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
INVITAE CORP INVITAE CORP · NOTE 2.000% 9/0 · 46185LAB9 | LONG | 21,500,000 | $17.0 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
NUVASIVE INC NUVASIVE INC · NOTE 1.000% 6/0 · 670704AL9 | LONG | 16,500,000 | $16.2 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
BRIDGEBIO PHARMA INC BRIDGEBIO PHARMA INC · NOTE 2.250% 2/0 · 10806XAD4 | LONG | 42,294,000 | $16.2 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
ENANTA PHARMACEUTICALS INC ENANTA PHARMACEUTICALS INC · COM · 29251M106 | LONG | 325,838 | $15.2 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
PULMONX CORP PULMONX CORP · COM · 745848101 | LONG | 1,621,494 | $13.7 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
MERSANA THERAPEUTICS INC MERSANA THERAPEUTICS INC · COM · 59045L106 | LONG | 1,862,700 | $10.9 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
IMMATICS N.V IMMATICS N.V · SHS · N44445109 | LONG | 1,250,052 | $10.9 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
PROTAGONIST THERAPEUTICS INC PROTAGONIST THERAPEUTICS INC · COM · 74366E102 | LONG | 927,800 | $10.1 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
BIOMARIN PHARMACEUTICAL INC BIOMARIN PHARMACEUTICAL INC · NOTE 0.599% 8/0 · 09061GAH4 | LONG | 9,000,000 | $9.6 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
VIRIDIAN THERAPEUTICS INC VIRIDIAN THERAPEUTICS INC · COM · 92790C104 | LONG | 313,403 | $9.2 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
NKARTA INC NKARTA INC · COM · 65487U108 | LONG | 1,525,800 | $9.1 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
COMPASS THERAPEUTICS INC COMPASS THERAPEUTICS INC · COM · 20454B104 | LONG | 1,814,266 | $9.1 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
DYNE THERAPEUTICS INC DYNE THERAPEUTICS INC · COM · 26818M108 | LONG | 753,145 | $8.7 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
INSMED INC INSMED INC · NOTE 0.750% 6/0 · 457669AB5 | LONG | 10,000,000 | $8.3 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
NUVATION BIO INC NUVATION BIO INC · COM CL A · 67080N101 | LONG | 4,122,900 | $7.9 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
ALLAKOS INC ALLAKOS INC · COM · 01671P100 | LONG | 920,304 | $7.7 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
ALECTOR INC ALECTOR INC · COM · 014442107 | LONG | 725,024 | $6.7 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
KODIAK SCIENCES INC KODIAK SCIENCES INC · COM · 50015M109 | LONG | 914,209 | $6.5 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
SUPERNUS PHARMACEUTICALS SUPERNUS PHARMACEUTICALS · NOTE 0.625% 4/0 · 868459AD0 | LONG | 6,500,000 | $6.4 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
FUSION PHARMACEUTICALS INC FUSION PHARMACEUTICALS INC · COM · 36118A100 | LONG | 2,000,000 | $6.3 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
MILESTONE PHARMACEUTICALS IN MILESTONE PHARMACEUTICALS IN · COM · 59935V107 | LONG | 1,164,849 | $4.6 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
MOONLAKE IMMUNOTHERAPEUTICS MOONLAKE IMMUNOTHERAPEUTICS · CLASS A ORD · 61559X104 | LONG | 381,120 | $4.0 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
ALX ONCOLOGY HLDGS INC ALX ONCOLOGY HLDGS INC · COM · 00166B105 | LONG | 258,280 | $2.9 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
NEKTAR THERAPEUTICS NEKTAR THERAPEUTICS · COM · 640268108 | LONG | 620,280 | $1.4 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
ITEOS THERAPEUTICS INC ITEOS THERAPEUTICS INC · COM · 46565G104 | LONG | 71,585 | $1.4 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |