Braidwell portfolio · 2025-06-30
Disclosed long book
$2.09 billion
Long positions
55
Calls / puts
0 / 0
Top 5 concentration
31.6%
Longs with AI data
1 / 55
Average AI 1Y
+12.3%
13F filing comparison
Quarter-over-quarter changes
2025-03-31 to 2025-06-30
Newly reported
7
No longer reported
16
Increased
14
Reduced
19
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
CARIS LIFE SCIENCES INC CARIS LIFE SCIENCES INC | LONG | 7,316,142 | $195.5 million |
KARYOPHARM THERAPEUTICS INC KARYOPHARM THERAPEUTICS INC | LONG | 48,482,000 | $35.5 million |
SIONNA THERAPEUTICS INC SIONNA THERAPEUTICS INC | LONG | 1,081,855 | $18.8 million |
UNH UNITEDHEALTH GROUP INC | LONG | 49,400 | $15.4 million |
GLOBUS MED INC GLOBUS MED INC | LONG | 247,200 | $14.6 million |
CRESCENT BIOPHARMA INC. CRESCENT BIOPHARMA INC. | LONG | 261,504 | $4.2 million |
SURROZEN INC SURROZEN INC | LONG | 140,000 | $1.3 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
AARDVARK THERAPEUTICS INC AARDVARK THERAPEUTICS INC · COM | LONG | 500,000 | $3.8 million |
AEROVATE THERAPEUTICS INC AEROVATE THERAPEUTICS INC · COM | LONG | 1,440,499 | $3.6 million |
ASCENDIS PHARMA A/S ASCENDIS PHARMA A/S · SPONSORED ADR | LONG | 106,713 | $16.6 million |
BETA BIONICS INC BETA BIONICS INC · COM | LONG | 140,000 | $1.7 million |
SKYE BIOSCIENCE INC SKYE BIOSCIENCE INC · COM NEW | LONG | 825,732 | $1.3 million |
BICARA THERAPEUTICS INC BICARA THERAPEUTICS INC · COM | LONG | 2,162,803 | $28.2 million |
BLUEPRINT MEDICINES CORP BLUEPRINT MEDICINES CORP · COM | LONG | 439,968 | $38.9 million |
BRIDGEBIO PHARMA INC BRIDGEBIO PHARMA INC · NOTE 2.250% 2/0 | LONG | 48,594,000 | $43.8 million |
BRIDGEBIO PHARMA INC BRIDGEBIO PHARMA INC · NOTE 2.500% 3/1 | LONG | 62,838,000 | $72.0 million |
CULLINAN THERAPEUTICS INC CULLINAN THERAPEUTICS INC · COM | LONG | 980,773 | $7.4 million |
DEXCOM INC DEXCOM INC · NOTE 0.375% 5/1 | LONG | 25,450,000 | $22.8 million |
DIANTHUS THERAPEUTICS INC DIANTHUS THERAPEUTICS INC · COM | LONG | 375,355 | $6.8 million |
IRONWOOD PHARMACEUTICALS INC IRONWOOD PHARMACEUTICALS INC · COM CL A | LONG | 6,622,584 | $9.7 million |
METSERA INC METSERA INC · COM | LONG | 175,000 | $4.8 million |
SAREPTA THERAPEUTICS INC SAREPTA THERAPEUTICS INC · COM | LONG | 234,500 | $15.0 million |
TREVI THERAPEUTICS INC TREVI THERAPEUTICS INC · COM | LONG | 72,083 | $453,402 |
“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 · DEBT 1.250% 2/1 · 40131MAD1 | LONG | 219,454,000 | $256.4 million | — | UNCHANGED | — | 1Y — 5Y — |
CARIS LIFE SCIENCES INC CARIS LIFE SCIENCES INC · COM · 142152107 | LONG | 7,316,142 | $195.5 million | 9.3% | NEWLY REPORTED | — | 1Y — 5Y — |
NEUROCRINE BIOSCIENCES INC NEUROCRINE BIOSCIENCES INC · COM · 64125C109 | LONG | 1,160,425 | $145.9 million | 7.0% | REDUCED | — | 1Y — 5Y — |
NOVOCURE LTD NOVOCURE LTD · NOTE 11/0 · 67011XAB9 | LONG | 140,834,000 | $137.8 million | — | UNCHANGED | — | 1Y — 5Y — |
XENON PHARMACEUTICALS INC XENON PHARMACEUTICALS INC · COM · 98420N105 | LONG | 3,605,029 | $112.8 million | 5.4% | INCREASED | — | 1Y — 5Y — |
ARGENX SE ARGENX SE · SPONSORED ADR · 04016X101 | LONG | 194,491 | $107.2 million | 5.1% | INCREASED | — | 1Y — 5Y — |
REPLIGEN CORP REPLIGEN CORP · NOTE 1.000%12/1 · 759916AD1 | LONG | 101,000,000 | $100.5 million | — | INCREASED | — | 1Y — 5Y — |
KRYSTAL BIOTECH INC KRYSTAL BIOTECH INC · COM · 501147102 | LONG | 727,811 | $100.0 million | 4.8% | INCREASED | — | 1Y — 5Y — |
ALIGN TECHNOLOGY INC ALIGN TECHNOLOGY INC · COM · 016255101 | LONG | 496,730 | $94.0 million | 4.5% | REDUCED | — | 1Y — 5Y — |
LEGEND BIOTECH CORP LEGEND BIOTECH CORP · SPONSORED ADS · 52490G102 | LONG | 2,542,104 | $90.2 million | 4.3% | REDUCED | — | 1Y — 5Y — |
IRHYTHM TECHNOLOGIES INC IRHYTHM TECHNOLOGIES INC · NOTE 1.500% 9/0 · 450056AB2 | LONG | 70,000,000 | $90.0 million | — | REDUCED | — | 1Y — 5Y — |
NUVALENT INC NUVALENT INC · COM · 670703107 | LONG | 1,175,876 | $89.7 million | 4.3% | INCREASED | — | 1Y — 5Y — |
NEOGENOMICS INC NEOGENOMICS INC · NOTE 0.250% 1/1 · 64049MAB6 | LONG | 101,381,000 | $87.1 million | — | UNCHANGED | — | 1Y — 5Y — |
CG ONCOLOGY INC CG ONCOLOGY INC · COM · 156944100 | LONG | 3,283,317 | $85.4 million | 4.1% | UNCHANGED | — | 1Y — 5Y — |
IRONWOOD PHARMACEUTICALS INC IRONWOOD PHARMACEUTICALS INC · NOTE 1.500% 6/1 · 46333XAH1 | LONG | 92,740,000 | $78.4 million | — | UNCHANGED | — | 1Y — 5Y — |
EDGEWISE THERAPEUTICS INC EDGEWISE THERAPEUTICS INC · COM · 28036F105 | LONG | 5,210,831 | $68.3 million | 3.3% | INCREASED | — | 1Y — 5Y — |
INSPIRE MED SYS INC INSPIRE MED SYS INC · COM · 457730109 | LONG | 522,410 | $67.8 million | 3.2% | INCREASED | — | 1Y — 5Y — |
APOGEE THERAPEUTICS INC APOGEE THERAPEUTICS INC · COM · 03770N101 | LONG | 1,478,512 | $64.2 million | 3.1% | REDUCED | — | 1Y — 5Y — |
GLAUKOS CORP GLAUKOS CORP · COM · 377322102 | LONG | 603,414 | $62.3 million | 3.0% | REDUCED | — | 1Y — 5Y — |
DANAHER CORPORATION DANAHER CORPORATION · COM · 235851102 | LONG | 309,339 | $61.1 million | 2.9% | UNCHANGED | — | 1Y — 5Y — |
TMO Thermo Fisher Scientific Inc. | LONG | 135,233 | $54.8 million | 2.6% | INCREASED | 12.7% | 1Y +12.3% 5Y +72.7% · 24 models |
INTUITIVE SURGICAL INC INTUITIVE SURGICAL INC · COM NEW · 46120E602 | LONG | 89,600 | $48.7 million | 2.3% | INCREASED | — | 1Y — 5Y — |
IRHYTHM HOLDINGS INC IRHYTHM HOLDINGS INC · COM · 450056106 | LONG | 300,029 | $46.2 million | 2.2% | REDUCED | — | 1Y — 5Y — |
ADAPTIVE BIOTECHNOLOGIES COR ADAPTIVE BIOTECHNOLOGIES COR · COM · 00650F109 | LONG | 3,863,107 | $45.0 million | 2.2% | REDUCED | — | 1Y — 5Y — |
GUARDANT HEALTH INC GUARDANT HEALTH INC · COM · 40131M109 | LONG | 837,800 | $43.6 million | 2.1% | REDUCED | — | 1Y — 5Y — |
ALPHATEC HLDGS INC ALPHATEC HLDGS INC · COM NEW · 02081G201 | LONG | 3,635,172 | $40.4 million | 1.9% | REDUCED | — | 1Y — 5Y — |
SPYRE THERAPEUTICS INC SPYRE THERAPEUTICS INC · COM NEW · 00773J202 | LONG | 2,578,404 | $38.6 million | 1.8% | UNCHANGED | — | 1Y — 5Y — |
VIKING THERAPEUTICS INC VIKING THERAPEUTICS INC · COM · 92686J106 | LONG | 1,437,555 | $38.1 million | 1.8% | INCREASED | — | 1Y — 5Y — |
KARYOPHARM THERAPEUTICS INC KARYOPHARM THERAPEUTICS INC · NOTE 6.000% 5/1 · 48576UAD8 | LONG | 48,482,000 | $35.5 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
TRANSMEDICS GROUP INC TRANSMEDICS GROUP INC · COM · 89377M109 | LONG | 255,048 | $34.2 million | 1.6% | REDUCED | — | 1Y — 5Y — |
PENUMBRA INC PENUMBRA INC · COM · 70975L107 | LONG | 129,628 | $33.3 million | 1.6% | INCREASED | — | 1Y — 5Y — |
DYNE THERAPEUTICS INC DYNE THERAPEUTICS INC · COM · 26818M108 | LONG | 3,273,349 | $31.2 million | 1.5% | REDUCED | — | 1Y — 5Y — |
KINIKSA PHARMACEUTICALS INTL KINIKSA PHARMACEUTICALS INTL · ORD SHS CL A · G52694109 | LONG | 1,102,580 | $30.5 million | 1.5% | REDUCED | — | 1Y — 5Y — |
HARROW INC HARROW INC · COM · 415858109 | LONG | 872,246 | $26.6 million | 1.3% | REDUCED | — | 1Y — 5Y — |
ORTHOPEDIATRICS CORP ORTHOPEDIATRICS CORP · COM · 68752L100 | LONG | 1,107,770 | $23.8 million | 1.1% | UNCHANGED | — | 1Y — 5Y — |
IMMUNOCORE HLDGS PLC IMMUNOCORE HLDGS PLC · NOTE 2.500% 2/0 · 45258DAB1 | LONG | 26,828,000 | $23.3 million | — | REDUCED | — | 1Y — 5Y — |
MARAVAI LIFESCIENCES HLDGS I MARAVAI LIFESCIENCES HLDGS I · COM CL A · 56600D107 | LONG | 8,353,287 | $20.1 million | 1.0% | UNCHANGED | — | 1Y — 5Y — |
APELLIS PHARMACEUTICALS INC APELLIS PHARMACEUTICALS INC · COM · 03753U106 | LONG | 1,121,034 | $19.4 million | 0.9% | REDUCED | — | 1Y — 5Y — |
SIONNA THERAPEUTICS INC SIONNA THERAPEUTICS INC · COM · 829401108 | LONG | 1,081,855 | $18.8 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
MADRIGAL PHARMACEUTICALS INC MADRIGAL PHARMACEUTICALS INC · COM · 558868105 | LONG | 60,781 | $18.4 million | 0.9% | INCREASED | — | 1Y — 5Y — |
DEXCOM INC DEXCOM INC · NOTE 0.250%11/1 · 252131AK3 | LONG | 18,500,000 | $18.2 million | — | UNCHANGED | — | 1Y — 5Y — |
REPLIGEN CORP REPLIGEN CORP · COM · 759916109 | LONG | 144,556 | $18.0 million | 0.9% | INCREASED | — | 1Y — 5Y — |
ORUKA THERAPEUTICS INC ORUKA THERAPEUTICS INC · COM · 687604108 | LONG | 1,524,842 | $17.1 million | 0.8% | REDUCED | — | 1Y — 5Y — |
CASTLE BIOSCIENCES INC CASTLE BIOSCIENCES INC · COM · 14843C105 | LONG | 822,735 | $16.8 million | 0.8% | INCREASED | — | 1Y — 5Y — |
UNH UnitedHealth Group Inc. | LONG | 49,400 | $15.4 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
GLOBUS MED INC GLOBUS MED INC · CL A · 379577208 | LONG | 247,200 | $14.6 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
DAY ONE BIOPHARMACEUTICALS I DAY ONE BIOPHARMACEUTICALS I · COM · 23954D109 | LONG | 2,181,598 | $14.2 million | 0.7% | REDUCED | — | 1Y — 5Y — |
XENCOR INC XENCOR INC · COM · 98401F105 | LONG | 1,655,690 | $13.0 million | 0.6% | UNCHANGED | — | 1Y — 5Y — |
CELCUITY INC CELCUITY INC · COM · 15102K100 | LONG | 884,306 | $11.8 million | 0.6% | UNCHANGED | — | 1Y — 5Y — |
ALPHATEC HLDGS INC ALPHATEC HLDGS INC · NOTE 0.750% 8/0 · 02081GAB8 | LONG | 5,818,000 | $5.8 million | — | UNCHANGED | — | 1Y — 5Y — |
CRESCENT BIOPHARMA INC. CRESCENT BIOPHARMA INC. · COM · G2545C104 | LONG | 261,504 | $4.2 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
REPLIMUNE GROUP INC REPLIMUNE GROUP INC · COM · 76029N106 | LONG | 422,887 | $3.9 million | 0.2% | REDUCED | — | 1Y — 5Y — |
ZURA BIO LTD ZURA BIO LTD · CLASS A ORD SHS · G9TY5A101 | LONG | 2,472,806 | $2.6 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
PULMONX CORP PULMONX CORP · COM · 745848101 | LONG | 752,541 | $1.9 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
SURROZEN INC SURROZEN INC · COM NEW · 86889P208 | LONG | 140,000 | $1.3 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |