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
—
13F filing comparison
Quarter-over-quarter changes
Change comparison unavailable
No immediately preceding quarter is available for comparison.
The current filing remains visible below, but the site does not label omissions as exits without an adjacent, comparable quarter.
| 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 — |
EW Edwards Lifesciences | 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 — |