Braidwell portfolio · 2025-03-31
Disclosed long book
$1.92 billion
Long positions
64
Calls / puts
0 / 0
Top 5 concentration
26.2%
Longs with AI data
0 / 64
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
GUARDANT HEALTH INC GUARDANT HEALTH INC · DEBT 1.250% 2/1 · 40131MAD1 | LONG | 219,454,000 | $227.4 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
NOVOCURE LTD NOVOCURE LTD · NOTE 11/0 · 67011XAB9 | LONG | 140,834,000 | $136.6 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
NEUROCRINE BIOSCIENCES INC NEUROCRINE BIOSCIENCES INC · COM · 64125C109 | LONG | 1,191,925 | $131.8 million | 6.9% | INCREASED | — | 1Y — 5Y — |
LEGEND BIOTECH CORP LEGEND BIOTECH CORP · SPONSORED ADS · 52490G102 | LONG | 2,977,951 | $101.0 million | 5.3% | INCREASED | — | 1Y — 5Y — |
REPLIGEN CORP REPLIGEN CORP · NOTE 1.000%12/1 · 759916AD1 | LONG | 98,000,000 | $95.8 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ARGENX SE ARGENX SE · SPONSORED ADR · 04016X101 | LONG | 160,849 | $95.2 million | 5.0% | INCREASED | — | 1Y — 5Y — |
XENON PHARMACEUTICALS INC XENON PHARMACEUTICALS INC · COM · 98420N105 | LONG | 2,709,875 | $90.9 million | 4.7% | INCREASED | — | 1Y — 5Y — |
IRHYTHM TECHNOLOGIES INC IRHYTHM TECHNOLOGIES INC · NOTE 1.500% 9/0 · 450056AB2 | LONG | 86,000,000 | $89.7 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
NEOGENOMICS INC NEOGENOMICS INC · NOTE 0.250% 1/1 · 64049MAB6 | LONG | 101,381,000 | $87.9 million | — | REDUCED | — | 1Y — 5Y — |
ALIGN TECHNOLOGY INC ALIGN TECHNOLOGY INC · COM · 016255101 | LONG | 530,530 | $84.3 million | 4.4% | INCREASED | — | 1Y — 5Y — |
IRONWOOD PHARMACEUTICALS INC IRONWOOD PHARMACEUTICALS INC · NOTE 1.500% 6/1 · 46333XAH1 | LONG | 92,740,000 | $82.5 million | — | UNCHANGED | — | 1Y — 5Y — |
CG ONCOLOGY INC CG ONCOLOGY INC · COM · 156944100 | LONG | 3,283,317 | $80.4 million | 4.2% | INCREASED | — | 1Y — 5Y — |
KRYSTAL BIOTECH INC KRYSTAL BIOTECH INC · COM · 501147102 | LONG | 400,744 | $72.3 million | 3.8% | INCREASED | — | 1Y — 5Y — |
BRIDGEBIO PHARMA INC BRIDGEBIO PHARMA INC · NOTE 2.500% 3/1 · 10806XAB8 | LONG | 62,838,000 | $72.0 million | — | REDUCED | — | 1Y — 5Y — |
THERMO FISHER SCIENTIFIC INC THERMO FISHER SCIENTIFIC INC · COM · 883556102 | LONG | 127,733 | $63.6 million | 3.3% | NEWLY REPORTED | — | 1Y — 5Y — |
DANAHER CORPORATION DANAHER CORPORATION · COM · 235851102 | LONG | 309,339 | $63.4 million | 3.3% | NEWLY REPORTED | — | 1Y — 5Y — |
GLAUKOS CORP GLAUKOS CORP · COM · 377322102 | LONG | 624,435 | $61.5 million | 3.2% | INCREASED | — | 1Y — 5Y — |
NUVALENT INC NUVALENT INC · COM · 670703107 | LONG | 840,945 | $59.6 million | 3.1% | NEWLY REPORTED | — | 1Y — 5Y — |
IRHYTHM HOLDINGS INC IRHYTHM HOLDINGS INC · COM · 450056106 | LONG | 556,391 | $58.2 million | 3.0% | REDUCED | — | 1Y — 5Y — |
APOGEE THERAPEUTICS INC APOGEE THERAPEUTICS INC · COM · 03770N101 | LONG | 1,540,362 | $57.5 million | 3.0% | REDUCED | — | 1Y — 5Y — |
TRANSMEDICS GROUP INC TRANSMEDICS GROUP INC · COM · 89377M109 | LONG | 854,884 | $57.5 million | 3.0% | NEWLY REPORTED | — | 1Y — 5Y — |
GUARDANT HEALTH INC GUARDANT HEALTH INC · COM · 40131M109 | LONG | 1,327,327 | $56.5 million | 2.9% | REDUCED | — | 1Y — 5Y — |
EDGEWISE THERAPEUTICS INC EDGEWISE THERAPEUTICS INC · COM · 28036F105 | LONG | 2,458,808 | $54.1 million | 2.8% | INCREASED | — | 1Y — 5Y — |
INSPIRE MED SYS INC INSPIRE MED SYS INC · COM · 457730109 | LONG | 302,410 | $48.2 million | 2.5% | INCREASED | — | 1Y — 5Y — |
BRIDGEBIO PHARMA INC BRIDGEBIO PHARMA INC · NOTE 2.250% 2/0 · 10806XAD4 | LONG | 48,594,000 | $43.8 million | — | REDUCED | — | 1Y — 5Y — |
IMMUNOCORE HLDGS PLC IMMUNOCORE HLDGS PLC · NOTE 2.500% 2/0 · 45258DAB1 | LONG | 51,828,000 | $43.8 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
KINIKSA PHARMACEUTICALS INTL KINIKSA PHARMACEUTICALS INTL · ORD SHS CL A · G52694109 | LONG | 1,962,909 | $43.6 million | 2.3% | REDUCED | — | 1Y — 5Y — |
INTUITIVE SURGICAL INC INTUITIVE SURGICAL INC · COM NEW · 46120E602 | LONG | 88,000 | $43.6 million | 2.3% | REDUCED | — | 1Y — 5Y — |
ALPHATEC HLDGS INC ALPHATEC HLDGS INC · COM NEW · 02081G201 | LONG | 4,259,429 | $43.2 million | 2.3% | INCREASED | — | 1Y — 5Y — |
SPYRE THERAPEUTICS INC SPYRE THERAPEUTICS INC · COM NEW · 00773J202 | LONG | 2,578,404 | $41.6 million | 2.2% | INCREASED | — | 1Y — 5Y — |
BLUEPRINT MEDICINES CORP BLUEPRINT MEDICINES CORP · COM · 09627Y109 | LONG | 439,968 | $38.9 million | 2.0% | NEWLY REPORTED | — | 1Y — 5Y — |
DYNE THERAPEUTICS INC DYNE THERAPEUTICS INC · COM · 26818M108 | LONG | 3,621,344 | $37.9 million | 2.0% | NEWLY REPORTED | — | 1Y — 5Y — |
APELLIS PHARMACEUTICALS INC APELLIS PHARMACEUTICALS INC · COM · 03753U106 | LONG | 1,652,334 | $36.1 million | 1.9% | REDUCED | — | 1Y — 5Y — |
ADAPTIVE BIOTECHNOLOGIES COR ADAPTIVE BIOTECHNOLOGIES COR · COM · 00650F109 | LONG | 4,803,794 | $35.7 million | 1.9% | NEWLY REPORTED | — | 1Y — 5Y — |
VIKING THERAPEUTICS INC VIKING THERAPEUTICS INC · COM · 92686J106 | LONG | 1,435,955 | $34.7 million | 1.8% | INCREASED | — | 1Y — 5Y — |
PENUMBRA INC PENUMBRA INC · COM · 70975L107 | LONG | 110,128 | $29.4 million | 1.5% | REDUCED | — | 1Y — 5Y — |
BICARA THERAPEUTICS INC BICARA THERAPEUTICS INC · COM · 055477103 | LONG | 2,162,803 | $28.2 million | 1.5% | INCREASED | — | 1Y — 5Y — |
DAY ONE BIOPHARMACEUTICALS I DAY ONE BIOPHARMACEUTICALS I · COM · 23954D109 | LONG | 3,536,853 | $28.0 million | 1.5% | REDUCED | — | 1Y — 5Y — |
ORTHOPEDIATRICS CORP ORTHOPEDIATRICS CORP · COM · 68752L100 | LONG | 1,107,770 | $27.3 million | 1.4% | UNCHANGED | — | 1Y — 5Y — |
HARROW INC HARROW INC · COM · 415858109 | LONG | 956,839 | $25.5 million | 1.3% | INCREASED | — | 1Y — 5Y — |
DEXCOM INC DEXCOM INC · NOTE 0.375% 5/1 · 252131AM9 | LONG | 25,450,000 | $22.8 million | — | REDUCED | — | 1Y — 5Y — |
MARAVAI LIFESCIENCES HLDGS I MARAVAI LIFESCIENCES HLDGS I · COM CL A · 56600D107 | LONG | 8,353,287 | $18.5 million | 1.0% | UNCHANGED | — | 1Y — 5Y — |
DEXCOM INC DEXCOM INC · NOTE 0.250%11/1 · 252131AK3 | LONG | 18,500,000 | $18.0 million | — | REDUCED | — | 1Y — 5Y — |
XENCOR INC XENCOR INC · COM · 98401F105 | LONG | 1,655,690 | $17.6 million | 0.9% | INCREASED | — | 1Y — 5Y — |
ASCENDIS PHARMA A/S ASCENDIS PHARMA A/S · SPONSORED ADR · 04351P101 | LONG | 106,713 | $16.6 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
ORUKA THERAPEUTICS INC ORUKA THERAPEUTICS INC · COM · 687604108 | LONG | 1,572,426 | $16.1 million | 0.8% | INCREASED | — | 1Y — 5Y — |
MADRIGAL PHARMACEUTICALS INC MADRIGAL PHARMACEUTICALS INC · COM · 558868105 | LONG | 48,690 | $16.1 million | 0.8% | REDUCED | — | 1Y — 5Y — |
SAREPTA THERAPEUTICS INC SAREPTA THERAPEUTICS INC · COM · 803607100 | LONG | 234,500 | $15.0 million | 0.8% | REDUCED | — | 1Y — 5Y — |
REPLIMUNE GROUP INC REPLIMUNE GROUP INC · COM · 76029N106 | LONG | 1,461,826 | $14.3 million | 0.7% | REDUCED | — | 1Y — 5Y — |
REPLIGEN CORP REPLIGEN CORP · COM · 759916109 | LONG | 81,656 | $10.4 million | 0.5% | REDUCED | — | 1Y — 5Y — |
IRONWOOD PHARMACEUTICALS INC IRONWOOD PHARMACEUTICALS INC · COM CL A · 46333X108 | LONG | 6,622,584 | $9.7 million | 0.5% | INCREASED | — | 1Y — 5Y — |
CELCUITY INC CELCUITY INC · COM · 15102K100 | LONG | 884,306 | $8.9 million | 0.5% | UNCHANGED | — | 1Y — 5Y — |
CULLINAN THERAPEUTICS INC CULLINAN THERAPEUTICS INC · COM · 230031106 | LONG | 980,773 | $7.4 million | 0.4% | REDUCED | — | 1Y — 5Y — |
CASTLE BIOSCIENCES INC CASTLE BIOSCIENCES INC · COM · 14843C105 | LONG | 365,247 | $7.3 million | 0.4% | INCREASED | — | 1Y — 5Y — |
DIANTHUS THERAPEUTICS INC DIANTHUS THERAPEUTICS INC · COM · 252828108 | LONG | 375,355 | $6.8 million | 0.4% | REDUCED | — | 1Y — 5Y — |
ALPHATEC HLDGS INC ALPHATEC HLDGS INC · NOTE 0.750% 8/0 · 02081GAB8 | LONG | 5,818,000 | $5.8 million | — | REDUCED | — | 1Y — 5Y — |
PULMONX CORP PULMONX CORP · COM · 745848101 | LONG | 752,541 | $5.1 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
METSERA INC METSERA INC · COM · 59267L107 | LONG | 175,000 | $4.8 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
AARDVARK THERAPEUTICS INC AARDVARK THERAPEUTICS INC · COM · 002942100 | LONG | 500,000 | $3.8 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
AEROVATE THERAPEUTICS INC AEROVATE THERAPEUTICS INC · COM · 008064107 | LONG | 1,440,499 | $3.6 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
ZURA BIO LTD ZURA BIO LTD · CLASS A ORD SHS · G9TY5A101 | LONG | 2,472,806 | $3.2 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
BETA BIONICS INC BETA BIONICS INC · COM · 08659B102 | LONG | 140,000 | $1.7 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
SKYE BIOSCIENCE INC SKYE BIOSCIENCE INC · COM NEW · 83086J200 | LONG | 825,732 | $1.3 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
TREVI THERAPEUTICS INC TREVI THERAPEUTICS INC · COM · 89532M101 | LONG | 72,083 | $453,402 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |