Braidwell portfolio · 2023-06-30
Disclosed long book
$1.63 billion
Long positions
81
Calls / puts
0 / 0
Top 5 concentration
24.4%
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 | 268,252,000 | $193.1 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
EXACT SCIENCES CORP EXACT SCIENCES CORP · NOTE 0.375% 3/0 · 30063PAC9 | LONG | 131,000,000 | $134.7 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
NOVOCURE LTD NOVOCURE LTD · NOTE 11/0 · 67011XAB9 | LONG | 135,834,000 | $118.2 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
NANOSTRING TECHNOLOGIES INC NANOSTRING TECHNOLOGIES INC · NOTE 2.625% 3/0 · 63009RAD1 | LONG | 145,520,000 | $115.4 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ASCENDIS PHARMA A/S ASCENDIS PHARMA A/S · NOTE 2.250% 4/0 · 04351PAD3 | LONG | 124,000,000 | $113.2 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
BRIDGEBIO PHARMA INC BRIDGEBIO PHARMA INC · NOTE 2.500% 3/1 · 10806XAB8 | LONG | 128,338,000 | $101.1 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
NEVRO CORP NEVRO CORP · NOTE 2.750% 4/0 · 64157FAC7 | LONG | 109,251,000 | $100.9 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
NEUROCRINE BIOSCIENCES INC NEUROCRINE BIOSCIENCES INC · COM · 64125C109 | LONG | 933,362 | $88.0 million | 5.4% | INCREASED | — | 1Y — 5Y — |
VAXCYTE INC VAXCYTE INC · COM · 92243G108 | LONG | 1,722,353 | $86.0 million | 5.3% | INCREASED | — | 1Y — 5Y — |
ALPHATEC HLDGS INC ALPHATEC HLDGS INC · NOTE 0.750% 8/0 · 02081GAB8 | LONG | 70,750,000 | $82.4 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ALIGN TECHNOLOGY INC ALIGN TECHNOLOGY INC · COM · 016255101 | LONG | 224,030 | $79.2 million | 4.9% | INCREASED | — | 1Y — 5Y — |
GLAUKOS CORP GLAUKOS CORP · COM · 377322102 | LONG | 1,044,392 | $74.4 million | 4.6% | REDUCED | — | 1Y — 5Y — |
XENON PHARMACEUTICALS INC XENON PHARMACEUTICALS INC · COM · 98420N105 | LONG | 1,828,353 | $70.4 million | 4.3% | REDUCED | — | 1Y — 5Y — |
NATERA INC NATERA INC · COM · 632307104 | LONG | 1,152,851 | $56.1 million | 3.4% | INCREASED | — | 1Y — 5Y — |
DECIPHERA PHARMACEUTICALS IN DECIPHERA PHARMACEUTICALS IN · COM · 24344T101 | LONG | 3,646,419 | $51.3 million | 3.1% | INCREASED | — | 1Y — 5Y — |
TRAVERE THERAPEUTICS INC TRAVERE THERAPEUTICS INC · NOTE 2.500% 9/1 · 761299AB2 | LONG | 56,031,000 | $50.5 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
NUVASIVE INC NUVASIVE INC · NOTE 0.375% 3/1 · 670704AJ4 | LONG | 55,323,000 | $50.1 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
IONIS PHARMACEUTICALS INC IONIS PHARMACEUTICALS INC · NOTE 4/0 · 462222AD2 | LONG | 52,740,000 | $50.0 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
IRHYTHM HOLDINGS INC IRHYTHM HOLDINGS INC · COM · 450056106 | LONG | 478,557 | $49.9 million | 3.1% | INCREASED | — | 1Y — 5Y — |
DICE THERAPEUTICS INC DICE THERAPEUTICS INC · COM · 23345J104 | LONG | 1,029,901 | $47.8 million | 2.9% | INCREASED | — | 1Y — 5Y — |
KEROS THERAPEUTICS INC KEROS THERAPEUTICS INC · COM · 492327101 | LONG | 1,143,865 | $46.0 million | 2.8% | NEWLY REPORTED | — | 1Y — 5Y — |
NEVRO CORP NEVRO CORP · COM · 64157F103 | LONG | 1,776,368 | $45.2 million | 2.8% | INCREASED | — | 1Y — 5Y — |
KARYOPHARM THERAPEUTICS INC KARYOPHARM THERAPEUTICS INC · NOTE 3.000%10/1 · 48576UAA4 | LONG | 65,976,000 | $43.0 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
INTUITIVE SURGICAL INC INTUITIVE SURGICAL INC · COM NEW · 46120E602 | LONG | 123,820 | $42.3 million | 2.6% | REDUCED | — | 1Y — 5Y — |
MERUS N V MERUS N V · COM · N5749R100 | LONG | 1,543,162 | $40.6 million | 2.5% | INCREASED | — | 1Y — 5Y — |
DAY ONE BIOPHARMACEUTICALS I DAY ONE BIOPHARMACEUTICALS I · COM · 23954D109 | LONG | 3,361,813 | $40.1 million | 2.5% | INCREASED | — | 1Y — 5Y — |
BOSTON SCIENTIFIC CORP BOSTON SCIENTIFIC CORP · COM · 101137107 | LONG | 717,050 | $38.8 million | 2.4% | NEWLY REPORTED | — | 1Y — 5Y — |
BRIDGEBIO PHARMA INC BRIDGEBIO PHARMA INC · NOTE 2.250% 2/0 · 10806XAD4 | LONG | 62,294,000 | $38.6 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
LEGEND BIOTECH CORP LEGEND BIOTECH CORP · SPONSORED ADS · 52490G102 | LONG | 556,301 | $38.4 million | 2.4% | REDUCED | — | 1Y — 5Y — |
INSMED INC INSMED INC · NOTE 1.750% 1/1 · 457669AA7 | LONG | 39,963,000 | $38.0 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
PARAGON 28 INC PARAGON 28 INC · COM · 69913P105 | LONG | 2,136,122 | $37.9 million | 2.3% | INCREASED | — | 1Y — 5Y — |
NEOGENOMICS INC NEOGENOMICS INC · NOTE 0.250% 1/1 · 64049MAB6 | LONG | 48,678,000 | $36.1 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
BIOGEN INC BIOGEN INC · COM · 09062X103 | LONG | 121,942 | $34.7 million | 2.1% | REDUCED | — | 1Y — 5Y — |
ORTHOPEDIATRICS CORP ORTHOPEDIATRICS CORP · COM · 68752L100 | LONG | 761,208 | $33.4 million | 2.0% | REDUCED | — | 1Y — 5Y — |
OUTSET MED INC OUTSET MED INC · COM · 690145107 | LONG | 1,460,368 | $31.9 million | 2.0% | REDUCED | — | 1Y — 5Y — |
ACLARIS THERAPEUTICS INC ACLARIS THERAPEUTICS INC · COM · 00461U105 | LONG | 2,901,194 | $30.1 million | 1.8% | REDUCED | — | 1Y — 5Y — |
AXONICS INC AXONICS INC · COM · 05465P101 | LONG | 573,791 | $29.0 million | 1.8% | INCREASED | — | 1Y — 5Y — |
VIRIDIAN THERAPEUTICS INC VIRIDIAN THERAPEUTICS INC · COM · 92790C104 | LONG | 1,206,300 | $28.7 million | 1.8% | NEWLY REPORTED | — | 1Y — 5Y — |
KRYSTAL BIOTECH INC KRYSTAL BIOTECH INC · COM · 501147102 | LONG | 241,399 | $28.3 million | 1.7% | REDUCED | — | 1Y — 5Y — |
IMMUNOCORE HLDGS PLC IMMUNOCORE HLDGS PLC · ADS · 45258D105 | LONG | 468,027 | $28.1 million | — | INCREASED | — | 1Y — 5Y — |
HARROW INC HARROW INC · COM · 415858109 | LONG | 1,452,538 | $27.7 million | 1.7% | UNCHANGED | — | 1Y — 5Y — |
NEOGENOMICS INC NEOGENOMICS INC · NOTE 1.250% 5/0 · 64049MAA8 | LONG | 28,000,000 | $26.3 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
AMYRIS INC AMYRIS INC · NOTE 1.500%11/1 · 03236MAJ0 | LONG | 137,850,000 | $26.2 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ALECTOR INC ALECTOR INC · COM · 014442107 | LONG | 4,131,315 | $24.8 million | 1.5% | INCREASED | — | 1Y — 5Y — |
ANAPTYSBIO INC ANAPTYSBIO INC · COM · 032724106 | LONG | 1,154,423 | $23.5 million | 1.4% | INCREASED | — | 1Y — 5Y — |
DBV TECHNOLOGIES S A DBV TECHNOLOGIES S A · SPONSORED ADR · 23306J101 | LONG | 12,107,785 | $23.0 million | 1.4% | UNCHANGED | — | 1Y — 5Y — |
TRAVERE THERAPEUTICS INC TRAVERE THERAPEUTICS INC · NOTE 2.250% 3/0 · 89422GAA5 | LONG | 28,350,000 | $22.8 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
PENUMBRA INC PENUMBRA INC · COM · 70975L107 | LONG | 65,844 | $22.7 million | 1.4% | REDUCED | — | 1Y — 5Y — |
ILLUMINA INC ILLUMINA INC · NOTE 8/1 · 452327AK5 | LONG | 22,645,000 | $22.6 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
MARAVAI LIFESCIENCES HLDGS I MARAVAI LIFESCIENCES HLDGS I · COM CL A · 56600D107 | LONG | 1,804,700 | $22.4 million | 1.4% | NEWLY REPORTED | — | 1Y — 5Y — |
ENANTA PHARMACEUTICALS INC ENANTA PHARMACEUTICALS INC · COM · 29251M106 | LONG | 1,038,310 | $22.2 million | 1.4% | UNCHANGED | — | 1Y — 5Y — |
HILLEVAX INC HILLEVAX INC · COM · 43157M102 | LONG | 1,249,246 | $21.5 million | 1.3% | REDUCED | — | 1Y — 5Y — |
CULLINAN THERAPEUTICS INC CULLINAN THERAPEUTICS INC · COM · 230031106 | LONG | 1,908,865 | $20.5 million | 1.3% | NEWLY REPORTED | — | 1Y — 5Y — |
BIOCRYST PHARMACEUTICALS INC BIOCRYST PHARMACEUTICALS INC · COM · 09058V103 | LONG | 2,791,880 | $19.7 million | 1.2% | INCREASED | — | 1Y — 5Y — |
COMPASS THERAPEUTICS INC COMPASS THERAPEUTICS INC · COM · 20454B104 | LONG | 5,954,273 | $18.9 million | 1.2% | INCREASED | — | 1Y — 5Y — |
RAPT THERAPEUTICS INC RAPT THERAPEUTICS INC · COM · 75382E109 | LONG | 984,400 | $18.4 million | 1.1% | NEWLY REPORTED | — | 1Y — 5Y — |
VIR BIOTECHNOLOGY INC VIR BIOTECHNOLOGY INC · COM · 92764N102 | LONG | 728,549 | $17.9 million | 1.1% | INCREASED | — | 1Y — 5Y — |
TERNS PHARMACEUTICALS INC TERNS PHARMACEUTICALS INC · COM · 880881107 | LONG | 1,842,352 | $16.1 million | 1.0% | REDUCED | — | 1Y — 5Y — |
DYNE THERAPEUTICS INC DYNE THERAPEUTICS INC · COM · 26818M108 | LONG | 1,377,872 | $15.5 million | 1.0% | UNCHANGED | — | 1Y — 5Y — |
INVITAE CORP INVITAE CORP · NOTE 2.000% 9/0 · 46185LAB9 | LONG | 16,781,000 | $15.0 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
THERMO FISHER SCIENTIFIC INC THERMO FISHER SCIENTIFIC INC · COM · 883556102 | LONG | 27,300 | $14.2 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
RHYTHM PHARMACEUTICALS INC RHYTHM PHARMACEUTICALS INC · COM · 76243J105 | LONG | 843,087 | $13.9 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
INTEGRA LIFESCIENCES HLDGS C INTEGRA LIFESCIENCES HLDGS C · NOTE 0.500% 8/1 · 457985AM1 | LONG | 14,500,000 | $13.3 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
DANAHER CORPORATION DANAHER CORPORATION · COM · 235851102 | LONG | 55,400 | $13.3 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
PULMONX CORP PULMONX CORP · COM · 745848101 | LONG | 999,362 | $13.1 million | 0.8% | REDUCED | — | 1Y — 5Y — |
REPLIGEN CORP REPLIGEN CORP · COM · 759916109 | LONG | 92,000 | $13.0 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
CRINETICS PHARMACEUTICALS IN CRINETICS PHARMACEUTICALS IN · COM · 22663K107 | LONG | 650,312 | $11.7 million | 0.7% | REDUCED | — | 1Y — 5Y — |
REPLIMUNE GROUP INC REPLIMUNE GROUP INC · COM · 76029N106 | LONG | 487,520 | $11.3 million | 0.7% | INCREASED | — | 1Y — 5Y — |
ACELYRIN INC ACELYRIN INC · COM · 00445A100 | LONG | 500,000 | $10.4 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
GUARDANT HEALTH INC GUARDANT HEALTH INC · COM · 40131M109 | LONG | 270,000 | $9.7 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
ALX ONCOLOGY HLDGS INC ALX ONCOLOGY HLDGS INC · COM · 00166B105 | LONG | 1,249,900 | $9.4 million | 0.6% | UNCHANGED | — | 1Y — 5Y — |
MINERALYS THERAPEUTICS INC MINERALYS THERAPEUTICS INC · COM · 603170101 | LONG | 550,300 | $9.4 million | 0.6% | UNCHANGED | — | 1Y — 5Y — |
MIRATI THERAPEUTICS INC MIRATI THERAPEUTICS INC · COM · 60468T105 | LONG | 240,625 | $8.7 million | 0.5% | REDUCED | — | 1Y — 5Y — |
SEAGEN INC SEAGEN INC · COM · 81181C104 | LONG | 42,497 | $8.2 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
AGENUS INC AGENUS INC · COM NEW · 00847G705 | LONG | 4,697,930 | $7.5 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
NUVATION BIO INC NUVATION BIO INC · COM CL A · 67080N101 | LONG | 4,122,900 | $7.4 million | 0.5% | UNCHANGED | — | 1Y — 5Y — |
CUTERA INC CUTERA INC · NOTE 2.250% 6/0 · 232109AD0 | LONG | 11,500,000 | $7.2 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ADAPTIVE BIOTECHNOLOGIES COR ADAPTIVE BIOTECHNOLOGIES COR · COM · 00650F109 | LONG | 648,451 | $4.4 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
INSMED INC INSMED INC · NOTE 0.750% 6/0 · 457669AB5 | LONG | 3,500,000 | $3.0 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ESPERION THERAPEUTICS INC NE ESPERION THERAPEUTICS INC NE · COM · 29664W105 | LONG | 895,949 | $1.2 million | 0.1% | REDUCED | — | 1Y — 5Y — |
ALPHATEC HLDGS INC ALPHATEC HLDGS INC · COM NEW · 02081G201 | LONG | 25,431 | $457,249 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |