Braidwell portfolio · 2023-03-31
Disclosed long book
$1.62 billion
Long positions
81
Calls / puts
0 / 0
Top 5 concentration
24.9%
Longs with AI data
0 / 81
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 | $168.8 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
EXACT SCIENCES CORP EXACT SCIENCES CORP · NOTE 0.375% 3/0 · 30063PAC9 | LONG | 139,000,000 | $122.7 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
NANOSTRING TECHNOLOGIES INC NANOSTRING TECHNOLOGIES INC · NOTE 2.625% 3/0 · 63009RAD1 | LONG | 145,520,000 | $121.8 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
NOVOCURE LTD NOVOCURE LTD · NOTE 11/0 · 67011XAB9 | LONG | 134,334,000 | $116.8 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ALPHATEC HLDGS INC ALPHATEC HLDGS INC · NOTE 0.750% 8/0 · 02081GAB8 | LONG | 101,250,000 | $108.2 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
BRIDGEBIO PHARMA INC BRIDGEBIO PHARMA INC · NOTE 2.500% 3/1 · 10806XAB8 | LONG | 143,338,000 | $106.2 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
NEVRO CORP NEVRO CORP · NOTE 2.750% 4/0 · 64157FAC7 | LONG | 109,251,000 | $102.7 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
GLAUKOS CORP GLAUKOS CORP · COM · 377322102 | LONG | 1,806,651 | $90.5 million | 5.6% | INCREASED | — | 1Y — 5Y — |
IVERIC BIO INC IVERIC BIO INC · COM · 46583P102 | LONG | 3,714,672 | $90.4 million | 5.6% | INCREASED | — | 1Y — 5Y — |
NEUROCRINE BIOSCIENCES INC NEUROCRINE BIOSCIENCES INC · COM · 64125C109 | LONG | 766,800 | $77.6 million | 4.8% | NEWLY REPORTED | — | 1Y — 5Y — |
XENON PHARMACEUTICALS INC XENON PHARMACEUTICALS INC · COM · 98420N105 | LONG | 2,137,110 | $76.5 million | 4.7% | INCREASED | — | 1Y — 5Y — |
ALIGN TECHNOLOGY INC ALIGN TECHNOLOGY INC · COM · 016255101 | LONG | 207,130 | $69.2 million | 4.3% | REDUCED | — | 1Y — 5Y — |
BIOGEN INC BIOGEN INC · COM · 09062X103 | LONG | 220,742 | $61.4 million | 3.8% | REDUCED | — | 1Y — 5Y — |
NEVRO CORP NEVRO CORP · COM · 64157F103 | LONG | 1,632,915 | $59.0 million | 3.6% | INCREASED | — | 1Y — 5Y — |
INTUITIVE SURGICAL INC INTUITIVE SURGICAL INC · COM NEW · 46120E602 | LONG | 223,120 | $57.0 million | 3.5% | UNCHANGED | — | 1Y — 5Y — |
IRHYTHM HOLDINGS INC IRHYTHM HOLDINGS INC · COM · 450056106 | LONG | 454,169 | $56.3 million | 3.5% | REDUCED | — | 1Y — 5Y — |
NATERA INC NATERA INC · COM · 632307104 | LONG | 982,241 | $54.5 million | 3.4% | REDUCED | — | 1Y — 5Y — |
TRAVERE THERAPEUTICS INC TRAVERE THERAPEUTICS INC · NOTE 2.500% 9/1 · 761299AB2 | LONG | 56,031,000 | $53.9 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
NUVASIVE INC NUVASIVE INC · NOTE 1.000% 6/0 · 670704AL9 | LONG | 51,500,000 | $51.1 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
KARYOPHARM THERAPEUTICS INC KARYOPHARM THERAPEUTICS INC · NOTE 3.000%10/1 · 48576UAA4 | LONG | 65,976,000 | $51.1 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
DECIPHERA PHARMACEUTICALS IN DECIPHERA PHARMACEUTICALS IN · COM · 24344T101 | LONG | 3,241,351 | $50.1 million | 3.1% | REDUCED | — | 1Y — 5Y — |
VAXCYTE INC VAXCYTE INC · COM · 92243G108 | LONG | 1,319,978 | $49.5 million | 3.0% | REDUCED | — | 1Y — 5Y — |
IONIS PHARMACEUTICALS INC IONIS PHARMACEUTICALS INC · NOTE 4/0 · 462222AD2 | LONG | 52,740,000 | $48.1 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
EXACT SCIENCES CORP EXACT SCIENCES CORP · NOTE 0.375% 3/1 · 30063PAB1 | LONG | 48,300,000 | $45.2 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ORTHOPEDIATRICS CORP ORTHOPEDIATRICS CORP · COM · 68752L100 | LONG | 998,871 | $44.2 million | 2.7% | REDUCED | — | 1Y — 5Y — |
DAY ONE BIOPHARMACEUTICALS I DAY ONE BIOPHARMACEUTICALS I · COM · 23954D109 | LONG | 3,159,895 | $42.2 million | 2.6% | INCREASED | — | 1Y — 5Y — |
ENANTA PHARMACEUTICALS INC ENANTA PHARMACEUTICALS INC · COM · 29251M106 | LONG | 1,038,310 | $42.0 million | 2.6% | INCREASED | — | 1Y — 5Y — |
AMYRIS INC AMYRIS INC · NOTE 1.500%11/1 · 03236MAJ0 | LONG | 137,850,000 | $39.1 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
AMGEN INC AMGEN INC · COM · 031162100 | LONG | 161,500 | $39.0 million | 2.4% | INCREASED | — | 1Y — 5Y — |
INSMED INC INSMED INC · NOTE 1.750% 1/1 · 457669AA7 | LONG | 39,963,000 | $36.5 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
NEOGENOMICS INC NEOGENOMICS INC · NOTE 0.250% 1/1 · 64049MAB6 | LONG | 48,678,000 | $36.0 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
IONIS PHARMACEUTICALS INC IONIS PHARMACEUTICALS INC · NOTE 0.125%12/1 · 462222AB6 | LONG | 36,533,000 | $33.8 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
NUVASIVE INC NUVASIVE INC · NOTE 0.375% 3/1 · 670704AJ4 | LONG | 36,665,000 | $32.5 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
CRINETICS PHARMACEUTICALS IN CRINETICS PHARMACEUTICALS IN · COM · 22663K107 | LONG | 2,019,714 | $32.4 million | 2.0% | REDUCED | — | 1Y — 5Y — |
OUTSET MED INC OUTSET MED INC · COM · 690145107 | LONG | 1,754,350 | $32.3 million | 2.0% | INCREASED | — | 1Y — 5Y — |
NEOGENOMICS INC NEOGENOMICS INC · NOTE 1.250% 5/0 · 64049MAA8 | LONG | 33,000,000 | $31.0 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
HARROW INC HARROW INC · COM · 415858109 | LONG | 1,452,538 | $30.7 million | 1.9% | NEWLY REPORTED | — | 1Y — 5Y — |
PENUMBRA INC PENUMBRA INC · COM · 70975L107 | LONG | 107,044 | $29.8 million | 1.8% | REDUCED | — | 1Y — 5Y — |
BELLUS HEALTH INC NEW BELLUS HEALTH INC NEW · COM NEW · 07987C204 | LONG | 4,126,194 | $29.7 million | 1.8% | INCREASED | — | 1Y — 5Y — |
LEGEND BIOTECH CORP LEGEND BIOTECH CORP · SPONSORED ADS · 52490G102 | LONG | 601,801 | $29.0 million | 1.8% | REDUCED | — | 1Y — 5Y — |
DICE THERAPEUTICS INC DICE THERAPEUTICS INC · COM · 23345J104 | LONG | 984,800 | $28.2 million | 1.7% | INCREASED | — | 1Y — 5Y — |
TRAVERE THERAPEUTICS INC TRAVERE THERAPEUTICS INC · NOTE 2.250% 3/0 · 89422GAA5 | LONG | 28,350,000 | $27.9 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
KRYSTAL BIOTECH INC KRYSTAL BIOTECH INC · COM · 501147102 | LONG | 348,036 | $27.9 million | 1.7% | REDUCED | — | 1Y — 5Y — |
BRIDGEBIO PHARMA INC BRIDGEBIO PHARMA INC · NOTE 2.250% 2/0 · 10806XAD4 | LONG | 42,294,000 | $27.4 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
MERUS N V MERUS N V · COM · N5749R100 | LONG | 1,473,084 | $27.1 million | 1.7% | REDUCED | — | 1Y — 5Y — |
HILLEVAX INC HILLEVAX INC · COM · 43157M102 | LONG | 1,620,216 | $26.8 million | 1.6% | UNCHANGED | — | 1Y — 5Y — |
ACLARIS THERAPEUTICS INC ACLARIS THERAPEUTICS INC · COM · 00461U105 | LONG | 3,269,094 | $26.4 million | 1.6% | INCREASED | — | 1Y — 5Y — |
TERNS PHARMACEUTICALS INC TERNS PHARMACEUTICALS INC · COM · 880881107 | LONG | 1,997,055 | $23.6 million | 1.5% | NEWLY REPORTED | — | 1Y — 5Y — |
ANAPTYSBIO INC ANAPTYSBIO INC · COM · 032724106 | LONG | 973,073 | $21.2 million | 1.3% | INCREASED | — | 1Y — 5Y — |
IMMUNOCORE HLDGS PLC IMMUNOCORE HLDGS PLC · ADS · 45258D105 | LONG | 426,110 | $21.1 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
DBV TECHNOLOGIES S A DBV TECHNOLOGIES S A · SPONSORED ADR · 23306J101 | LONG | 12,107,785 | $20.5 million | 1.3% | UNCHANGED | — | 1Y — 5Y — |
ALECTOR INC ALECTOR INC · COM · 014442107 | LONG | 3,206,315 | $19.8 million | 1.2% | INCREASED | — | 1Y — 5Y — |
SYNDAX PHARMACEUTICALS INC SYNDAX PHARMACEUTICALS INC · COM · 87164F105 | LONG | 920,049 | $19.4 million | 1.2% | REDUCED | — | 1Y — 5Y — |
GLOBUS MED INC GLOBUS MED INC · CL A · 379577208 | LONG | 335,200 | $19.0 million | 1.2% | REDUCED | — | 1Y — 5Y — |
PARAGON 28 INC PARAGON 28 INC · COM · 69913P105 | LONG | 1,098,722 | $18.8 million | 1.2% | NEWLY REPORTED | — | 1Y — 5Y — |
STERIS PLC STERIS PLC · SHS USD · G8473T100 | LONG | 95,694 | $18.3 million | 1.1% | UNCHANGED | — | 1Y — 5Y — |
MIRATI THERAPEUTICS INC MIRATI THERAPEUTICS INC · COM · 60468T105 | LONG | 452,000 | $16.8 million | 1.0% | INCREASED | — | 1Y — 5Y — |
BIOCRYST PHARMACEUTICALS INC BIOCRYST PHARMACEUTICALS INC · COM · 09058V103 | LONG | 1,945,134 | $16.2 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
DYNE THERAPEUTICS INC DYNE THERAPEUTICS INC · COM · 26818M108 | LONG | 1,377,872 | $15.9 million | 1.0% | INCREASED | — | 1Y — 5Y — |
INVITAE CORP INVITAE CORP · NOTE 2.000% 9/0 · 46185LAB9 | LONG | 16,781,000 | $14.8 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
VIR BIOTECHNOLOGY INC VIR BIOTECHNOLOGY INC · COM · 92764N102 | LONG | 604,036 | $14.1 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
MERSANA THERAPEUTICS INC MERSANA THERAPEUTICS INC · COM · 59045L106 | LONG | 3,355,805 | $13.8 million | 0.8% | INCREASED | — | 1Y — 5Y — |
PULMONX CORP PULMONX CORP · COM · 745848101 | LONG | 1,163,294 | $13.0 million | 0.8% | REDUCED | — | 1Y — 5Y — |
PACIFIC BIOSCIENCES CALIF IN PACIFIC BIOSCIENCES CALIF IN · COM · 69404D108 | LONG | 1,097,300 | $12.7 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
COMPASS THERAPEUTICS INC COMPASS THERAPEUTICS INC · COM · 20454B104 | LONG | 3,247,847 | $10.6 million | 0.7% | INCREASED | — | 1Y — 5Y — |
ARCELLX INC ARCELLX INC · COMMON STOCK · 03940C100 | LONG | 333,800 | $10.3 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
ARGENX SE ARGENX SE · SPONSORED ADR · 04016X101 | LONG | 24,600 | $9.2 million | 0.6% | REDUCED | — | 1Y — 5Y — |
AXONICS INC AXONICS INC · COM · 05465P101 | LONG | 166,704 | $9.1 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
MINERALYS THERAPEUTICS INC MINERALYS THERAPEUTICS INC · COM · 603170101 | LONG | 550,300 | $8.6 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
TRANSMEDICS GROUP INC TRANSMEDICS GROUP INC · COM · 89377M109 | LONG | 98,459 | $7.5 million | 0.5% | REDUCED | — | 1Y — 5Y — |
NUVATION BIO INC NUVATION BIO INC · COM CL A · 67080N101 | LONG | 4,122,900 | $6.8 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
SUPERNUS PHARMACEUTICALS SUPERNUS PHARMACEUTICALS · NOTE 0.625% 4/0 · 868459AD0 | LONG | 6,500,000 | $6.5 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ADAPTIVE BIOTECHNOLOGIES COR ADAPTIVE BIOTECHNOLOGIES COR · COM · 00650F109 | LONG | 648,451 | $5.7 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
ALX ONCOLOGY HLDGS INC ALX ONCOLOGY HLDGS INC · COM · 00166B105 | LONG | 1,249,900 | $5.6 million | 0.3% | INCREASED | — | 1Y — 5Y — |
INSMED INC INSMED INC · NOTE 0.750% 6/0 · 457669AB5 | LONG | 3,500,000 | $2.7 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
SILK RD MED INC SILK RD MED INC · COM · 82710M100 | LONG | 63,331 | $2.5 million | 0.2% | REDUCED | — | 1Y — 5Y — |
IMMATICS N.V IMMATICS N.V · SHS · N44445109 | LONG | 322,287 | $2.2 million | 0.1% | REDUCED | — | 1Y — 5Y — |
ESPERION THERAPEUTICS INC NE ESPERION THERAPEUTICS INC NE · COM · 29664W105 | LONG | 1,211,519 | $1.9 million | 0.1% | REDUCED | — | 1Y — 5Y — |
REPLIMUNE GROUP INC REPLIMUNE GROUP INC · COM · 76029N106 | LONG | 73,665 | $1.3 million | 0.1% | REDUCED | — | 1Y — 5Y — |
ILLUMINA INC ILLUMINA INC · NOTE 8/1 · 452327AK5 | LONG | 11,100,000 | $1.1 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
AVALO THERAPEUTICS INC AVALO THERAPEUTICS INC · COM NEW · 05338F207 | LONG | 247,254 | $432,695 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |