Braidwell portfolio · 2024-03-31
Disclosed long book
$1.77 billion
Long positions
70
Calls / puts
0 / 0
Top 5 concentration
26.1%
Longs with AI data
1 / 70
Average AI 1Y
+12.3%
13F filing comparison
Quarter-over-quarter changes
2023-12-31 to 2024-03-31
Newly reported
19
No longer reported
21
Increased
22
Reduced
16
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
GUARDANT HEALTH INC GUARDANT HEALTH INC | LONG | 268,252,000 | $183.6 million |
NOVOCURE LTD NOVOCURE LTD | LONG | 135,834,000 | $124.6 million |
VIKING THERAPEUTICS INC VIKING THERAPEUTICS INC | LONG | 713,100 | $58.5 million |
CG ONCOLOGY INC CG ONCOLOGY INC | LONG | 1,130,235 | $49.6 million |
AVADEL PHARMACEUTICALS PLC AVADEL PHARMACEUTICALS PLC | LONG | 2,668,549 | $45.1 million |
INTUITIVE SURGICAL INC INTUITIVE SURGICAL INC | LONG | 100,500 | $40.1 million |
4D MOLECULAR THERAPEUTICS IN 4D MOLECULAR THERAPEUTICS IN | LONG | 1,052,485 | $33.5 million |
RELAY THERAPEUTICS INC RELAY THERAPEUTICS INC | LONG | 3,743,999 | $31.1 million |
IRONWOOD PHARMACEUTICALS INC IRONWOOD PHARMACEUTICALS INC | LONG | 3,489,843 | $30.4 million |
KINIKSA PHARMACEUTICALS LTD KINIKSA PHARMACEUTICALS LTD | LONG | 1,392,716 | $27.5 million |
LEXEO THERAPEUTICS INC LEXEO THERAPEUTICS INC | LONG | 1,322,277 | $20.7 million |
HAEMONETICS CORP MASS HAEMONETICS CORP MASS | LONG | 21,500,000 | $19.8 million |
BIOMARIN PHARMACEUTICAL INC BIOMARIN PHARMACEUTICAL INC | LONG | 218,896 | $19.1 million |
ITEOS THERAPEUTICS INC ITEOS THERAPEUTICS INC | LONG | 1,162,374 | $15.9 million |
ARCUTIS BIOTHERAPEUTICS INC ARCUTIS BIOTHERAPEUTICS INC | LONG | 1,300,000 | $12.9 million |
ELEVATION ONCOLOGY INC ELEVATION ONCOLOGY INC | LONG | 2,377,647 | $12.2 million |
BRIDGEBIO PHARMA INC BRIDGEBIO PHARMA INC | LONG | 344,827 | $10.7 million |
IOVANCE BIOTHERAPEUTICS INC IOVANCE BIOTHERAPEUTICS INC | LONG | 660,022 | $9.8 million |
OLEMA PHARMACEUTICALS INC OLEMA PHARMACEUTICALS INC | LONG | 704,344 | $8.0 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
AMGEN INC AMGEN INC · COM | LONG | 58,200 | $16.8 million |
ASCENDIS PHARMA A/S ASCENDIS PHARMA A/S · NOTE 2.250% 4/0 | LONG | 126,897,000 | $130.4 million |
COMPASS THERAPEUTICS INC COMPASS THERAPEUTICS INC · COM | LONG | 317,761 | $495,707 |
DENALI THERAPEUTICS INC DENALI THERAPEUTICS INC · COM | LONG | 461,769 | $9.9 million |
DYNE THERAPEUTICS INC DYNE THERAPEUTICS INC · COM | LONG | 755,811 | $10.1 million |
GUARDANT HEALTH INC GUARDANT HEALTH INC · NOTE 11/1 | LONG | 268,252,000 | $189.1 million |
HILLEVAX INC HILLEVAX INC · COM | LONG | 203,407 | $3.3 million |
IMMUNOCORE HLDGS PLC IMMUNOCORE HLDGS PLC · ADS | LONG | 611,365 | $41.8 million |
INVITAE CORP INVITAE CORP · NOTE 2.000% 9/0 | LONG | 16,781,000 | $14.9 million |
IONIS PHARMACEUTICALS INC IONIS PHARMACEUTICALS INC · NOTE 4/0 | LONG | 5,240,000 | $5.5 million |
LANTHEUS HLDGS INC LANTHEUS HLDGS INC · COM | LONG | 495,100 | $30.7 million |
MERUS N V MERUS N V · COM | LONG | 370,679 | $10.2 million |
NANOSTRING TECHNOLOGIES INC NANOSTRING TECHNOLOGIES INC · NOTE 2.625% 3/0 | LONG | 3,650,000 | $2.7 million |
NEOGENOMICS INC NEOGENOMICS INC · NOTE 1.250% 5/0 | LONG | 10,000,000 | $9.4 million |
NOVOCURE LTD NOVOCURE LTD · NOTE 11/0 | LONG | 135,834,000 | $117.9 million |
RAPT THERAPEUTICS INC RAPT THERAPEUTICS INC · COM | LONG | 389,300 | $9.7 million |
TANDEM DIABETES CARE INC TANDEM DIABETES CARE INC · NOTE 1.500% 5/0 | LONG | 71,051,000 | $67.2 million |
TERNS PHARMACEUTICALS INC TERNS PHARMACEUTICALS INC · COM | LONG | 2,318,050 | $15.0 million |
THIRD HARMONIC BIO INC THIRD HARMONIC BIO INC · COM | LONG | 1,316,018 | $14.4 million |
TRAVERE THERAPEUTICS INC TRAVERE THERAPEUTICS INC · NOTE 2.250% 3/0 | LONG | 16,850,000 | $11.1 million |
VIRIDIAN THERAPEUTICS INC VIRIDIAN THERAPEUTICS INC · COM | LONG | 323,102 | $7.0 million |
“No longer reported” means the position is absent from this comparable 13F filing. It does not prove the manager sold it: reporting thresholds, confidential treatment, corporate actions, or instrument changes can also explain the omission.
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
GUARDANT HEALTH INC GUARDANT HEALTH INC · NOTE11/1 · 40131MAB5 | LONG | 268,252,000 | $183.6 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
BRIDGEBIO PHARMA INC BRIDGEBIO PHARMA INC · NOTE 2.500% 3/1 · 10806XAB8 | LONG | 135,838,000 | $146.2 million | — | INCREASED | — | 1Y — 5Y — |
EXACT SCIENCES CORP EXACT SCIENCES CORP · NOTE 0.375% 3/0 · 30063PAC9 | LONG | 144,000,000 | $133.1 million | — | INCREASED | — | 1Y — 5Y — |
NOVOCURE LTD NOVOCURE LTD · NOTE11/0 · 67011XAB9 | LONG | 135,834,000 | $124.6 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
APOGEE THERAPEUTICS INC APOGEE THERAPEUTICS INC · COM · 03770N101 | LONG | 1,842,515 | $122.4 million | 6.9% | INCREASED | — | 1Y — 5Y — |
NUVASIVE INC NUVASIVE INC · NOTE 0.375% 3/1 · 670704AJ4 | LONG | 114,206,000 | $109.0 million | — | INCREASED | — | 1Y — 5Y — |
NEUROCRINE BIOSCIENCES INC NEUROCRINE BIOSCIENCES INC · COM · 64125C109 | LONG | 730,209 | $100.7 million | 5.7% | INCREASED | — | 1Y — 5Y — |
ARGENX SE ARGENX SE · SPONSORED ADR · 04016X101 | LONG | 219,824 | $86.5 million | 4.9% | INCREASED | — | 1Y — 5Y — |
VAXCYTE INC VAXCYTE INC · COM · 92243G108 | LONG | 1,212,703 | $82.8 million | 4.7% | REDUCED | — | 1Y — 5Y — |
NEOGENOMICS INC NEOGENOMICS INC · NOTE 0.250% 1/1 · 64049MAB6 | LONG | 103,580,000 | $82.6 million | — | INCREASED | — | 1Y — 5Y — |
DEXCOM INC DEXCOM INC · NOTE 0.250%11/1 · 252131AK3 | LONG | 65,000,000 | $71.6 million | — | INCREASED | — | 1Y — 5Y — |
LEGEND BIOTECH CORP LEGEND BIOTECH CORP · SPONSORED ADS · 52490G102 | LONG | 1,243,795 | $69.8 million | 3.9% | INCREASED | — | 1Y — 5Y — |
INSMED INC INSMED INC · NOTE 1.750% 1/1 · 457669AA7 | LONG | 64,887,000 | $69.4 million | — | INCREASED | — | 1Y — 5Y — |
INSULET CORP INSULET CORP · NOTE 0.375% 9/0 · 45784PAK7 | LONG | 66,000,000 | $68.9 million | — | INCREASED | — | 1Y — 5Y — |
PENUMBRA INC PENUMBRA INC · COM · 70975L107 | LONG | 295,892 | $66.0 million | 3.7% | INCREASED | — | 1Y — 5Y — |
MARAVAI LIFESCIENCES HLDGS I MARAVAI LIFESCIENCES HLDGS I · COM CL A · 56600D107 | LONG | 7,221,960 | $62.6 million | 3.5% | INCREASED | — | 1Y — 5Y — |
SAREPTA THERAPEUTICS INC SAREPTA THERAPEUTICS INC · NOTE 1.250% 9/1 · 803607AD2 | LONG | 50,666,000 | $59.3 million | — | UNCHANGED | — | 1Y — 5Y — |
VIKING THERAPEUTICS INC VIKING THERAPEUTICS INC · COM · 92686J106 | LONG | 713,100 | $58.5 million | 3.3% | NEWLY REPORTED | — | 1Y — 5Y — |
XENON PHARMACEUTICALS INC XENON PHARMACEUTICALS INC · COM · 98420N105 | LONG | 1,308,011 | $56.3 million | 3.2% | REDUCED | — | 1Y — 5Y — |
IRHYTHM HOLDINGS INC IRHYTHM HOLDINGS INC · COM · 450056106 | LONG | 483,257 | $56.1 million | 3.2% | REDUCED | — | 1Y — 5Y — |
ALIGN TECHNOLOGY INC ALIGN TECHNOLOGY INC · COM · 016255101 | LONG | 169,252 | $55.5 million | 3.1% | INCREASED | — | 1Y — 5Y — |
BRIDGEBIO PHARMA INC BRIDGEBIO PHARMA INC · NOTE 2.250% 2/0 · 10806XAD4 | LONG | 67,294,000 | $55.1 million | — | UNCHANGED | — | 1Y — 5Y — |
IRONWOOD PHARMACEUTICALS INC IRONWOOD PHARMACEUTICALS INC · NOTE 1.500% 6/1 · 46333XAH1 | LONG | 52,740,000 | $53.7 million | — | INCREASED | — | 1Y — 5Y — |
GUARDANT HEALTH INC GUARDANT HEALTH INC · COM · 40131M109 | LONG | 2,476,804 | $51.1 million | 2.9% | INCREASED | — | 1Y — 5Y — |
TRAVERE THERAPEUTICS INC TRAVERE THERAPEUTICS INC · NOTE 2.500% 9/1 · 761299AB2 | LONG | 56,031,000 | $49.6 million | — | UNCHANGED | — | 1Y — 5Y — |
CG ONCOLOGY INC CG ONCOLOGY INC · COM · 156944100 | LONG | 1,130,235 | $49.6 million | 2.8% | NEWLY REPORTED | — | 1Y — 5Y — |
KEROS THERAPEUTICS INC KEROS THERAPEUTICS INC · COM · 492327101 | LONG | 737,379 | $48.8 million | 2.8% | REDUCED | — | 1Y — 5Y — |
TRANSMEDICS GROUP INC TRANSMEDICS GROUP INC · COM · 89377M109 | LONG | 614,531 | $45.4 million | 2.6% | INCREASED | — | 1Y — 5Y — |
AVADEL PHARMACEUTICALS PLC AVADEL PHARMACEUTICALS PLC · SPONSORED ADR · 05337M104 | LONG | 2,668,549 | $45.1 million | 2.5% | NEWLY REPORTED | — | 1Y — 5Y — |
GLAUKOS CORP GLAUKOS CORP · COM · 377322102 | LONG | 450,676 | $42.5 million | 2.4% | INCREASED | — | 1Y — 5Y — |
PARAGON 28 INC PARAGON 28 INC · COM · 69913P105 | LONG | 3,365,609 | $41.6 million | 2.3% | INCREASED | — | 1Y — 5Y — |
INTUITIVE SURGICAL INC INTUITIVE SURGICAL INC · COM NEW · 46120E602 | LONG | 100,500 | $40.1 million | 2.3% | NEWLY REPORTED | — | 1Y — 5Y — |
DAY ONE BIOPHARMACEUTICALS I DAY ONE BIOPHARMACEUTICALS I · COM · 23954D109 | LONG | 2,173,704 | $35.9 million | 2.0% | REDUCED | — | 1Y — 5Y — |
KARYOPHARM THERAPEUTICS INC KARYOPHARM THERAPEUTICS INC · NOTE 3.000%10/1 · 48576UAA4 | LONG | 65,976,000 | $35.8 million | — | UNCHANGED | — | 1Y — 5Y — |
ALPHATEC HLDGS INC ALPHATEC HLDGS INC · NOTE 0.750% 8/0 · 02081GAB8 | LONG | 32,434,000 | $33.9 million | — | INCREASED | — | 1Y — 5Y — |
4D MOLECULAR THERAPEUTICS IN 4D MOLECULAR THERAPEUTICS IN · COM · 35104E100 | LONG | 1,052,485 | $33.5 million | 1.9% | NEWLY REPORTED | — | 1Y — 5Y — |
ORTHOPEDIATRICS CORP ORTHOPEDIATRICS CORP · COM · 68752L100 | LONG | 1,107,770 | $32.3 million | 1.8% | UNCHANGED | — | 1Y — 5Y — |
KRYSTAL BIOTECH INC KRYSTAL BIOTECH INC · COM · 501147102 | LONG | 177,089 | $31.5 million | 1.8% | REDUCED | — | 1Y — 5Y — |
RELAY THERAPEUTICS INC RELAY THERAPEUTICS INC · COM · 75943R102 | LONG | 3,743,999 | $31.1 million | 1.8% | NEWLY REPORTED | — | 1Y — 5Y — |
IRONWOOD PHARMACEUTICALS INC IRONWOOD PHARMACEUTICALS INC · COM CL A · 46333X108 | LONG | 3,489,843 | $30.4 million | 1.7% | NEWLY REPORTED | — | 1Y — 5Y — |
KINIKSA PHARMACEUTICALS LTD KINIKSA PHARMACEUTICALS LTD · COM CL A · G5269C101 | LONG | 1,392,716 | $27.5 million | 1.5% | NEWLY REPORTED | — | 1Y — 5Y — |
TMO Thermo Fisher Scientific Inc. | LONG | 47,149 | $27.4 million | 1.5% | REDUCED | — | 1Y +12.3% 5Y +72.7% · 24 models |
REPLIGEN CORP REPLIGEN CORP · COM · 759916109 | LONG | 142,836 | $26.3 million | 1.5% | INCREASED | — | 1Y — 5Y — |
NEVRO CORP NEVRO CORP · COM · 64157F103 | LONG | 1,776,368 | $25.7 million | 1.4% | UNCHANGED | — | 1Y — 5Y — |
INSPIRE MED SYS INC INSPIRE MED SYS INC · COM · 457730109 | LONG | 101,492 | $21.8 million | 1.2% | REDUCED | — | 1Y — 5Y — |
CULLINAN THERAPEUTICS INC CULLINAN THERAPEUTICS INC · COM · 230031106 | LONG | 1,240,865 | $21.1 million | 1.2% | UNCHANGED | — | 1Y — 5Y — |
TOURMALINE BIO INC TOURMALINE BIO INC · COM · 89157D105 | LONG | 906,820 | $20.8 million | 1.2% | UNCHANGED | — | 1Y — 5Y — |
LEXEO THERAPEUTICS INC LEXEO THERAPEUTICS INC · COM · 52886X107 | LONG | 1,322,277 | $20.7 million | 1.2% | NEWLY REPORTED | — | 1Y — 5Y — |
IRONWOOD PHARMACEUTICALS INC IRONWOOD PHARMACEUTICALS INC · NOTE 0.750% 6/1 · 46333XAF5 | LONG | 20,000,000 | $19.9 million | — | REDUCED | — | 1Y — 5Y — |
HAEMONETICS CORP MASS HAEMONETICS CORP MASS · NOTE3/0 · 405024AB6 | LONG | 21,500,000 | $19.8 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
SPYRE THERAPEUTICS INC SPYRE THERAPEUTICS INC · COM NEW · 00773J202 | LONG | 515,000 | $19.5 million | 1.1% | UNCHANGED | — | 1Y — 5Y — |
BIOMARIN PHARMACEUTICAL INC BIOMARIN PHARMACEUTICAL INC · COM · 09061G101 | LONG | 218,896 | $19.1 million | 1.1% | NEWLY REPORTED | — | 1Y — 5Y — |
STRUCTURE THERAPEUTICS INC STRUCTURE THERAPEUTICS INC · SPONSORED ADS · 86366E106 | LONG | 435,823 | $18.7 million | 1.1% | INCREASED | — | 1Y — 5Y — |
BIOCRYST PHARMACEUTICALS INC BIOCRYST PHARMACEUTICALS INC · COM · 09058V103 | LONG | 3,379,577 | $17.2 million | 1.0% | REDUCED | — | 1Y — 5Y — |
ITEOS THERAPEUTICS INC ITEOS THERAPEUTICS INC · COM · 46565G104 | LONG | 1,162,374 | $15.9 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
MINERALYS THERAPEUTICS INC MINERALYS THERAPEUTICS INC · COM · 603170101 | LONG | 1,147,154 | $14.8 million | 0.8% | REDUCED | — | 1Y — 5Y — |
ALECTOR INC ALECTOR INC · COM · 014442107 | LONG | 2,380,704 | $14.3 million | 0.8% | REDUCED | — | 1Y — 5Y — |
ARCUTIS BIOTHERAPEUTICS INC ARCUTIS BIOTHERAPEUTICS INC · COM · 03969K108 | LONG | 1,300,000 | $12.9 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
ELEVATION ONCOLOGY INC ELEVATION ONCOLOGY INC · COM · 28623U101 | LONG | 2,377,647 | $12.2 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
BRIDGEBIO PHARMA INC BRIDGEBIO PHARMA INC · COM · 10806X102 | LONG | 344,827 | $10.7 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
IOVANCE BIOTHERAPEUTICS INC IOVANCE BIOTHERAPEUTICS INC · COM · 462260100 | LONG | 660,022 | $9.8 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
DECIPHERA PHARMACEUTICALS IN DECIPHERA PHARMACEUTICALS IN · COM · 24344T101 | LONG | 609,643 | $9.6 million | 0.5% | REDUCED | — | 1Y — 5Y — |
OLEMA PHARMACEUTICALS INC OLEMA PHARMACEUTICALS INC · COM · 68062P106 | LONG | 704,344 | $8.0 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
PULMONX CORP PULMONX CORP · COM · 745848101 | LONG | 752,541 | $7.0 million | 0.4% | REDUCED | — | 1Y — 5Y — |
CUTERA INC CUTERA INC · NOTE 4.000% 6/0 · 232109AG3 | LONG | 29,000,000 | $6.4 million | — | UNCHANGED | — | 1Y — 5Y — |
DBV TECHNOLOGIES S A DBV TECHNOLOGIES S A · SPONSORED ADR · 23306J101 | LONG | 7,843,285 | $5.9 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
CUTERA INC CUTERA INC · NOTE 2.250% 6/0 · 232109AD0 | LONG | 25,240,000 | $5.7 million | — | REDUCED | — | 1Y — 5Y — |
OUTSET MED INC OUTSET MED INC · COM · 690145107 | LONG | 2,400,427 | $5.3 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
ADAPTIVE BIOTECHNOLOGIES COR ADAPTIVE BIOTECHNOLOGIES COR · COM · 00650F109 | LONG | 1,357,490 | $4.4 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
HARROW INC HARROW INC · COM · 415858109 | LONG | 125,967 | $1.7 million | 0.1% | REDUCED | — | 1Y — 5Y — |