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
2 / 64
Average AI 1Y
+12.7%
13F filing comparison
Quarter-over-quarter changes
Change comparison unavailable
The nearest prior snapshot is 2024-09-30, not the immediately preceding quarter, so the site does not bridge the gap.
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 · DEBT 1.250% 2/1 · 40131MAD1 | LONG | 219,454,000 | $227.4 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
NOVOCURE LTD NOVOCURE LTD · NOTE 11/0 · 67011XAB9 | LONG | 140,834,000 | $136.6 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
NEUROCRINE BIOSCIENCES INC NEUROCRINE BIOSCIENCES INC · COM · 64125C109 | LONG | 1,191,925 | $131.8 million | 6.9% | NOT COMPARABLE | — | 1Y — 5Y — |
LEGEND BIOTECH CORP LEGEND BIOTECH CORP · SPONSORED ADS · 52490G102 | LONG | 2,977,951 | $101.0 million | 5.3% | NOT COMPARABLE | — | 1Y — 5Y — |
REPLIGEN CORP REPLIGEN CORP · NOTE 1.000%12/1 · 759916AD1 | LONG | 98,000,000 | $95.8 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
ARGENX SE ARGENX SE · SPONSORED ADR · 04016X101 | LONG | 160,849 | $95.2 million | 5.0% | NOT COMPARABLE | — | 1Y — 5Y — |
XENON PHARMACEUTICALS INC XENON PHARMACEUTICALS INC · COM · 98420N105 | LONG | 2,709,875 | $90.9 million | 4.7% | NOT COMPARABLE | — | 1Y — 5Y — |
IRHYTHM TECHNOLOGIES INC IRHYTHM TECHNOLOGIES INC · NOTE 1.500% 9/0 · 450056AB2 | LONG | 86,000,000 | $89.7 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
NEOGENOMICS INC NEOGENOMICS INC · NOTE 0.250% 1/1 · 64049MAB6 | LONG | 101,381,000 | $87.9 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
ALIGN TECHNOLOGY INC ALIGN TECHNOLOGY INC · COM · 016255101 | LONG | 530,530 | $84.3 million | 4.4% | NOT COMPARABLE | — | 1Y — 5Y — |
IRONWOOD PHARMACEUTICALS INC IRONWOOD PHARMACEUTICALS INC · NOTE 1.500% 6/1 · 46333XAH1 | LONG | 92,740,000 | $82.5 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
CG ONCOLOGY INC CG ONCOLOGY INC · COM · 156944100 | LONG | 3,283,317 | $80.4 million | 4.2% | NOT COMPARABLE | — | 1Y — 5Y — |
KRYSTAL BIOTECH INC KRYSTAL BIOTECH INC · COM · 501147102 | LONG | 400,744 | $72.3 million | 3.8% | NOT COMPARABLE | — | 1Y — 5Y — |
BRIDGEBIO PHARMA INC BRIDGEBIO PHARMA INC · NOTE 2.500% 3/1 · 10806XAB8 | LONG | 62,838,000 | $72.0 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
TMO Thermo Fisher Scientific Inc. | LONG | 127,733 | $63.6 million | 3.3% | NOT COMPARABLE | — | 1Y +12.3% 5Y +70.8% · 31 models |
DHR Danaher Corporation | LONG | 309,339 | $63.4 million | 3.3% | NOT COMPARABLE | — | 1Y +13.2% 5Y +74.6% · 30 models |
GLAUKOS CORP GLAUKOS CORP · COM · 377322102 | LONG | 624,435 | $61.5 million | 3.2% | NOT COMPARABLE | — | 1Y — 5Y — |
NUVALENT INC NUVALENT INC · COM · 670703107 | LONG | 840,945 | $59.6 million | 3.1% | NOT COMPARABLE | — | 1Y — 5Y — |
IRHYTHM HOLDINGS INC IRHYTHM HOLDINGS INC · COM · 450056106 | LONG | 556,391 | $58.2 million | 3.0% | NOT COMPARABLE | — | 1Y — 5Y — |
APOGEE THERAPEUTICS INC APOGEE THERAPEUTICS INC · COM · 03770N101 | LONG | 1,540,362 | $57.5 million | 3.0% | NOT COMPARABLE | — | 1Y — 5Y — |
TRANSMEDICS GROUP INC TRANSMEDICS GROUP INC · COM · 89377M109 | LONG | 854,884 | $57.5 million | 3.0% | NOT COMPARABLE | — | 1Y — 5Y — |
GUARDANT HEALTH INC GUARDANT HEALTH INC · COM · 40131M109 | LONG | 1,327,327 | $56.5 million | 2.9% | NOT COMPARABLE | — | 1Y — 5Y — |
EDGEWISE THERAPEUTICS INC EDGEWISE THERAPEUTICS INC · COM · 28036F105 | LONG | 2,458,808 | $54.1 million | 2.8% | NOT COMPARABLE | — | 1Y — 5Y — |
INSPIRE MED SYS INC INSPIRE MED SYS INC · COM · 457730109 | LONG | 302,410 | $48.2 million | 2.5% | NOT COMPARABLE | — | 1Y — 5Y — |
BRIDGEBIO PHARMA INC BRIDGEBIO PHARMA INC · NOTE 2.250% 2/0 · 10806XAD4 | LONG | 48,594,000 | $43.8 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
IMMUNOCORE HLDGS PLC IMMUNOCORE HLDGS PLC · NOTE 2.500% 2/0 · 45258DAB1 | LONG | 51,828,000 | $43.8 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
KINIKSA PHARMACEUTICALS INTL KINIKSA PHARMACEUTICALS INTL · ORD SHS CL A · G52694109 | LONG | 1,962,909 | $43.6 million | 2.3% | NOT COMPARABLE | — | 1Y — 5Y — |
INTUITIVE SURGICAL INC INTUITIVE SURGICAL INC · COM NEW · 46120E602 | LONG | 88,000 | $43.6 million | 2.3% | NOT COMPARABLE | — | 1Y — 5Y — |
ALPHATEC HLDGS INC ALPHATEC HLDGS INC · COM NEW · 02081G201 | LONG | 4,259,429 | $43.2 million | 2.3% | NOT COMPARABLE | — | 1Y — 5Y — |
SPYRE THERAPEUTICS INC SPYRE THERAPEUTICS INC · COM NEW · 00773J202 | LONG | 2,578,404 | $41.6 million | 2.2% | NOT COMPARABLE | — | 1Y — 5Y — |
BLUEPRINT MEDICINES CORP BLUEPRINT MEDICINES CORP · COM · 09627Y109 | LONG | 439,968 | $38.9 million | 2.0% | NOT COMPARABLE | — | 1Y — 5Y — |
DYNE THERAPEUTICS INC DYNE THERAPEUTICS INC · COM · 26818M108 | LONG | 3,621,344 | $37.9 million | 2.0% | NOT COMPARABLE | — | 1Y — 5Y — |
APELLIS PHARMACEUTICALS INC APELLIS PHARMACEUTICALS INC · COM · 03753U106 | LONG | 1,652,334 | $36.1 million | 1.9% | NOT COMPARABLE | — | 1Y — 5Y — |
ADAPTIVE BIOTECHNOLOGIES COR ADAPTIVE BIOTECHNOLOGIES COR · COM · 00650F109 | LONG | 4,803,794 | $35.7 million | 1.9% | NOT COMPARABLE | — | 1Y — 5Y — |
VIKING THERAPEUTICS INC VIKING THERAPEUTICS INC · COM · 92686J106 | LONG | 1,435,955 | $34.7 million | 1.8% | NOT COMPARABLE | — | 1Y — 5Y — |
PENUMBRA INC PENUMBRA INC · COM · 70975L107 | LONG | 110,128 | $29.4 million | 1.5% | NOT COMPARABLE | — | 1Y — 5Y — |
BICARA THERAPEUTICS INC BICARA THERAPEUTICS INC · COM · 055477103 | LONG | 2,162,803 | $28.2 million | 1.5% | NOT COMPARABLE | — | 1Y — 5Y — |
DAY ONE BIOPHARMACEUTICALS I DAY ONE BIOPHARMACEUTICALS I · COM · 23954D109 | LONG | 3,536,853 | $28.0 million | 1.5% | NOT COMPARABLE | — | 1Y — 5Y — |
ORTHOPEDIATRICS CORP ORTHOPEDIATRICS CORP · COM · 68752L100 | LONG | 1,107,770 | $27.3 million | 1.4% | NOT COMPARABLE | — | 1Y — 5Y — |
HARROW INC HARROW INC · COM · 415858109 | LONG | 956,839 | $25.5 million | 1.3% | NOT COMPARABLE | — | 1Y — 5Y — |
DEXCOM INC DEXCOM INC · NOTE 0.375% 5/1 · 252131AM9 | LONG | 25,450,000 | $22.8 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
MARAVAI LIFESCIENCES HLDGS I MARAVAI LIFESCIENCES HLDGS I · COM CL A · 56600D107 | LONG | 8,353,287 | $18.5 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
DEXCOM INC DEXCOM INC · NOTE 0.250%11/1 · 252131AK3 | LONG | 18,500,000 | $18.0 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
XENCOR INC XENCOR INC · COM · 98401F105 | LONG | 1,655,690 | $17.6 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
ASCENDIS PHARMA A/S ASCENDIS PHARMA A/S · SPONSORED ADR · 04351P101 | LONG | 106,713 | $16.6 million | 0.9% | NOT COMPARABLE | — | 1Y — 5Y — |
ORUKA THERAPEUTICS INC ORUKA THERAPEUTICS INC · COM · 687604108 | LONG | 1,572,426 | $16.1 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
MADRIGAL PHARMACEUTICALS INC MADRIGAL PHARMACEUTICALS INC · COM · 558868105 | LONG | 48,690 | $16.1 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
SAREPTA THERAPEUTICS INC SAREPTA THERAPEUTICS INC · COM · 803607100 | LONG | 234,500 | $15.0 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
REPLIMUNE GROUP INC REPLIMUNE GROUP INC · COM · 76029N106 | LONG | 1,461,826 | $14.3 million | 0.7% | NOT COMPARABLE | — | 1Y — 5Y — |
REPLIGEN CORP REPLIGEN CORP · COM · 759916109 | LONG | 81,656 | $10.4 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
IRONWOOD PHARMACEUTICALS INC IRONWOOD PHARMACEUTICALS INC · COM CL A · 46333X108 | LONG | 6,622,584 | $9.7 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
CELCUITY INC CELCUITY INC · COM · 15102K100 | LONG | 884,306 | $8.9 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
CULLINAN THERAPEUTICS INC CULLINAN THERAPEUTICS INC · COM · 230031106 | LONG | 980,773 | $7.4 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
CASTLE BIOSCIENCES INC CASTLE BIOSCIENCES INC · COM · 14843C105 | LONG | 365,247 | $7.3 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
DIANTHUS THERAPEUTICS INC DIANTHUS THERAPEUTICS INC · COM · 252828108 | LONG | 375,355 | $6.8 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
ALPHATEC HLDGS INC ALPHATEC HLDGS INC · NOTE 0.750% 8/0 · 02081GAB8 | LONG | 5,818,000 | $5.8 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
PULMONX CORP PULMONX CORP · COM · 745848101 | LONG | 752,541 | $5.1 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
METSERA INC METSERA INC · COM · 59267L107 | LONG | 175,000 | $4.8 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
AARDVARK THERAPEUTICS INC AARDVARK THERAPEUTICS INC · COM · 002942100 | LONG | 500,000 | $3.8 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
AEROVATE THERAPEUTICS INC AEROVATE THERAPEUTICS INC · COM · 008064107 | LONG | 1,440,499 | $3.6 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
ZURA BIO LTD ZURA BIO LTD · CLASS A ORD SHS · G9TY5A101 | LONG | 2,472,806 | $3.2 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
BETA BIONICS INC BETA BIONICS INC · COM · 08659B102 | LONG | 140,000 | $1.7 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
SKYE BIOSCIENCE INC SKYE BIOSCIENCE INC · COM NEW · 83086J200 | LONG | 825,732 | $1.3 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
TREVI THERAPEUTICS INC TREVI THERAPEUTICS INC · COM · 89532M101 | LONG | 72,083 | $453,402 | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |