Braidwell portfolio · 2025-09-30
Disclosed long book
$2.47 billion
Long positions
73
Calls / puts
0 / 0
Top 5 concentration
28.9%
Longs with AI data
1 / 73
Average AI 1Y
+12.3%
13F filing comparison
Quarter-over-quarter changes
2025-06-30 to 2025-09-30
Newly reported
25
No longer reported
7
Increased
9
Reduced
23
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
SOLENO THERAPEUTICS INC SOLENO THERAPEUTICS INC | LONG | 1,281,989 | $86.7 million |
ACADIA PHARMACEUTICALS INC ACADIA PHARMACEUTICALS INC | LONG | 2,378,655 | $50.8 million |
HINGE HEALTH INC HINGE HEALTH INC | LONG | 910,476 | $44.7 million |
CVS HEALTH CORP CVS HEALTH CORP | LONG | 438,600 | $33.1 million |
DIANTHUS THERAPEUTICS INC DIANTHUS THERAPEUTICS INC | LONG | 835,057 | $32.9 million |
CAREDX INC CAREDX INC | LONG | 2,182,781 | $31.7 million |
BIOMARIN PHARMACEUTICAL INC BIOMARIN PHARMACEUTICAL INC | LONG | 528,000 | $28.6 million |
TENET HEALTHCARE CORP TENET HEALTHCARE CORP | LONG | 121,700 | $24.7 million |
EXACT SCIENCES CORP EXACT SCIENCES CORP | LONG | 414,600 | $22.7 million |
AKERO THERAPEUTICS INC AKERO THERAPEUTICS INC | LONG | 475,400 | $22.6 million |
BRIGHT MINDS BIOSCIENCES INC BRIGHT MINDS BIOSCIENCES INC | LONG | 303,685 | $18.4 million |
ULTRAGENYX PHARMACEUTICAL IN ULTRAGENYX PHARMACEUTICAL IN | LONG | 588,700 | $17.7 million |
SAREPTA THERAPEUTICS INC SAREPTA THERAPEUTICS INC | LONG | 832,100 | $16.0 million |
KYMERA THERAPEUTICS INC KYMERA THERAPEUTICS INC | LONG | 276,692 | $15.7 million |
ENGENE HOLDINGS INC ENGENE HOLDINGS INC | LONG | 2,266,319 | $15.5 million |
CELLDEX THERAPEUTICS INC NEW CELLDEX THERAPEUTICS INC NEW | LONG | 591,689 | $15.3 million |
AVIDITY BIOSCIENCES INC AVIDITY BIOSCIENCES INC | LONG | 331,907 | $14.5 million |
ENCOMPASS HEALTH CORP ENCOMPASS HEALTH CORP | LONG | 113,335 | $14.4 million |
VERA THERAPEUTICS INC VERA THERAPEUTICS INC | LONG | 472,739 | $13.7 million |
NEOGENOMICS INC NEOGENOMICS INC | LONG | 1,771,146 | $13.7 million |
TECTONIC THERAPEUTIC INC TECTONIC THERAPEUTIC INC | LONG | 736,867 | $11.6 million |
AMYLYX PHARMACEUTICALS INC AMYLYX PHARMACEUTICALS INC | LONG | 612,841 | $8.3 million |
ROYALTY PHARMA PLC ROYALTY PHARMA PLC | LONG | 182,068 | $6.4 million |
FULCRUM THERAPEUTICS INC FULCRUM THERAPEUTICS INC | LONG | 219,488 | $2.0 million |
HEARTFLOW INC HEARTFLOW INC | LONG | 50,000 | $1.7 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
ALPHATEC HLDGS INC ALPHATEC HLDGS INC · NOTE 0.750% 8/0 | LONG | 5,818,000 | $5.8 million |
APELLIS PHARMACEUTICALS INC APELLIS PHARMACEUTICALS INC · COM | LONG | 1,121,034 | $19.4 million |
CELCUITY INC CELCUITY INC · COM | LONG | 884,306 | $11.8 million |
CRESCENT BIOPHARMA INC. CRESCENT BIOPHARMA INC. · COM | LONG | 261,504 | $4.2 million |
GUARDANT HEALTH INC GUARDANT HEALTH INC · COM | LONG | 837,800 | $43.6 million |
MADRIGAL PHARMACEUTICALS INC MADRIGAL PHARMACEUTICALS INC · COM | LONG | 60,781 | $18.4 million |
UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC · COM | LONG | 49,400 | $15.4 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 · DEBT 1.250% 2/1 · 40131MAD1 | LONG | 219,454,000 | $286.3 million | — | UNCHANGED | — | 1Y — 5Y — |
CARIS LIFE SCIENCES INC CARIS LIFE SCIENCES INC · COM · 142152107 | LONG | 7,316,142 | $221.3 million | 9.0% | UNCHANGED | — | 1Y — 5Y — |
NOVOCURE LTD NOVOCURE LTD · NOTE 11/0 · 67011XAB9 | LONG | 211,364,000 | $210.0 million | — | INCREASED | — | 1Y — 5Y — |
XENON PHARMACEUTICALS INC XENON PHARMACEUTICALS INC · COM · 98420N105 | LONG | 3,605,029 | $144.7 million | 5.9% | UNCHANGED | — | 1Y — 5Y — |
CG ONCOLOGY INC CG ONCOLOGY INC · COM · 156944100 | LONG | 3,283,317 | $132.3 million | 5.3% | UNCHANGED | — | 1Y — 5Y — |
NEUROCRINE BIOSCIENCES INC NEUROCRINE BIOSCIENCES INC · COM · 64125C109 | LONG | 880,282 | $123.6 million | 5.0% | REDUCED | — | 1Y — 5Y — |
REPLIGEN CORP REPLIGEN CORP · NOTE 1.000%12/1 · 759916AD1 | LONG | 101,000,000 | $101.8 million | — | UNCHANGED | — | 1Y — 5Y — |
KRYSTAL BIOTECH INC KRYSTAL BIOTECH INC · COM · 501147102 | LONG | 520,401 | $91.9 million | 3.7% | REDUCED | — | 1Y — 5Y — |
NUVALENT INC NUVALENT INC · COM · 670703107 | LONG | 1,012,982 | $87.6 million | 3.5% | REDUCED | — | 1Y — 5Y — |
NEOGENOMICS INC NEOGENOMICS INC · NOTE 0.250% 1/1 · 64049MAB6 | LONG | 100,381,000 | $86.8 million | — | REDUCED | — | 1Y — 5Y — |
SOLENO THERAPEUTICS INC SOLENO THERAPEUTICS INC · COM · 834203309 | LONG | 1,281,989 | $86.7 million | 3.5% | NEWLY REPORTED | — | 1Y — 5Y — |
IRHYTHM TECHNOLOGIES INC IRHYTHM TECHNOLOGIES INC · NOTE 1.500% 9/0 · 450056AB2 | LONG | 62,000,000 | $85.4 million | — | REDUCED | — | 1Y — 5Y — |
EDGEWISE THERAPEUTICS INC EDGEWISE THERAPEUTICS INC · COM · 28036F105 | LONG | 5,210,831 | $84.5 million | 3.4% | UNCHANGED | — | 1Y — 5Y — |
IRONWOOD PHARMACEUTICALS INC IRONWOOD PHARMACEUTICALS INC · NOTE 1.500% 6/1 · 46333XAH1 | LONG | 82,140,000 | $72.9 million | — | REDUCED | — | 1Y — 5Y — |
INSPIRE MED SYS INC INSPIRE MED SYS INC · COM · 457730109 | LONG | 883,747 | $65.6 million | 2.7% | INCREASED | — | 1Y — 5Y — |
GLAUKOS CORP GLAUKOS CORP · COM · 377322102 | LONG | 780,164 | $63.6 million | 2.6% | INCREASED | — | 1Y — 5Y — |
DANAHER CORPORATION DANAHER CORPORATION · COM · 235851102 | LONG | 309,339 | $61.3 million | 2.5% | UNCHANGED | — | 1Y — 5Y — |
LEGEND BIOTECH CORP LEGEND BIOTECH CORP · SPONSORED ADS · 52490G102 | LONG | 1,826,155 | $59.6 million | 2.4% | REDUCED | — | 1Y — 5Y — |
INTUITIVE SURGICAL INC INTUITIVE SURGICAL INC · COM NEW · 46120E602 | LONG | 130,227 | $58.2 million | 2.4% | INCREASED | — | 1Y — 5Y — |
APOGEE THERAPEUTICS INC APOGEE THERAPEUTICS INC · COM · 03770N101 | LONG | 1,438,745 | $57.2 million | 2.3% | REDUCED | — | 1Y — 5Y — |
ARGENX SE ARGENX SE · SPONSORED ADR · 04016X101 | LONG | 76,091 | $56.1 million | 2.3% | REDUCED | — | 1Y — 5Y — |
TMO Thermo Fisher Scientific Inc. | LONG | 113,933 | $55.3 million | 2.2% | REDUCED | 12.0% | 1Y +12.3% 5Y +72.7% · 24 models |
ALIGN TECHNOLOGY INC ALIGN TECHNOLOGY INC · COM · 016255101 | LONG | 409,691 | $51.3 million | 2.1% | REDUCED | — | 1Y — 5Y — |
ACADIA PHARMACEUTICALS INC ACADIA PHARMACEUTICALS INC · COM · 004225108 | LONG | 2,378,655 | $50.8 million | 2.1% | NEWLY REPORTED | — | 1Y — 5Y — |
HINGE HEALTH INC HINGE HEALTH INC · CL A · 433313103 | LONG | 910,476 | $44.7 million | 1.8% | NEWLY REPORTED | — | 1Y — 5Y — |
SPYRE THERAPEUTICS INC SPYRE THERAPEUTICS INC · COM NEW · 00773J202 | LONG | 2,578,404 | $43.2 million | 1.7% | UNCHANGED | — | 1Y — 5Y — |
TRANSMEDICS GROUP INC TRANSMEDICS GROUP INC · COM · 89377M109 | LONG | 351,248 | $39.4 million | 1.6% | INCREASED | — | 1Y — 5Y — |
IRHYTHM HOLDINGS INC IRHYTHM HOLDINGS INC · COM · 450056106 | LONG | 225,845 | $38.8 million | 1.6% | REDUCED | — | 1Y — 5Y — |
PENUMBRA INC PENUMBRA INC · COM · 70975L107 | LONG | 141,528 | $35.9 million | 1.4% | INCREASED | — | 1Y — 5Y — |
KARYOPHARM THERAPEUTICS INC KARYOPHARM THERAPEUTICS INC · NOTE 6.000% 5/1 · 48576UAD8 | LONG | 48,482,000 | $35.0 million | — | UNCHANGED | — | 1Y — 5Y — |
DYNE THERAPEUTICS INC DYNE THERAPEUTICS INC · COM · 26818M108 | LONG | 2,730,481 | $34.5 million | 1.4% | REDUCED | — | 1Y — 5Y — |
CVS HEALTH CORP CVS HEALTH CORP · COM · 126650100 | LONG | 438,600 | $33.1 million | 1.3% | NEWLY REPORTED | — | 1Y — 5Y — |
DIANTHUS THERAPEUTICS INC DIANTHUS THERAPEUTICS INC · COM · 252828108 | LONG | 835,057 | $32.9 million | 1.3% | NEWLY REPORTED | — | 1Y — 5Y — |
CAREDX INC CAREDX INC · COM · 14167L103 | LONG | 2,182,781 | $31.7 million | 1.3% | NEWLY REPORTED | — | 1Y — 5Y — |
BIOMARIN PHARMACEUTICAL INC BIOMARIN PHARMACEUTICAL INC · COM · 09061G101 | LONG | 528,000 | $28.6 million | 1.2% | NEWLY REPORTED | — | 1Y — 5Y — |
GLOBUS MED INC GLOBUS MED INC · CL A · 379577208 | LONG | 498,000 | $28.5 million | 1.2% | INCREASED | — | 1Y — 5Y — |
ORUKA THERAPEUTICS INC ORUKA THERAPEUTICS INC · COM · 687604108 | LONG | 1,382,350 | $26.6 million | 1.1% | REDUCED | — | 1Y — 5Y — |
REPLIGEN CORP REPLIGEN CORP · COM · 759916109 | LONG | 195,656 | $26.2 million | 1.1% | INCREASED | — | 1Y — 5Y — |
KINIKSA PHARMACEUTICALS INTL KINIKSA PHARMACEUTICALS INTL · ORD SHS CL A · G52694109 | LONG | 643,180 | $25.0 million | 1.0% | REDUCED | — | 1Y — 5Y — |
TENET HEALTHCARE CORP TENET HEALTHCARE CORP · COM NEW · 88033G407 | LONG | 121,700 | $24.7 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
MARAVAI LIFESCIENCES HLDGS I MARAVAI LIFESCIENCES HLDGS I · COM CL A · 56600D107 | LONG | 8,353,287 | $24.0 million | 1.0% | UNCHANGED | — | 1Y — 5Y — |
EXACT SCIENCES CORP EXACT SCIENCES CORP · COM · 30063P105 | LONG | 414,600 | $22.7 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
AKERO THERAPEUTICS INC AKERO THERAPEUTICS INC · COM · 00973Y108 | LONG | 475,400 | $22.6 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
ALPHATEC HLDGS INC ALPHATEC HLDGS INC · COM NEW · 02081G201 | LONG | 1,514,604 | $22.0 million | 0.9% | REDUCED | — | 1Y — 5Y — |
ORTHOPEDIATRICS CORP ORTHOPEDIATRICS CORP · COM · 68752L100 | LONG | 1,107,770 | $20.5 million | 0.8% | UNCHANGED | — | 1Y — 5Y — |
VIKING THERAPEUTICS INC VIKING THERAPEUTICS INC · COM · 92686J106 | LONG | 759,455 | $20.0 million | 0.8% | REDUCED | — | 1Y — 5Y — |
CASTLE BIOSCIENCES INC CASTLE BIOSCIENCES INC · COM · 14843C105 | LONG | 822,735 | $18.7 million | 0.8% | UNCHANGED | — | 1Y — 5Y — |
BRIGHT MINDS BIOSCIENCES INC BRIGHT MINDS BIOSCIENCES INC · COM NEW · 10919W405 | LONG | 303,685 | $18.4 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
ULTRAGENYX PHARMACEUTICAL IN ULTRAGENYX PHARMACEUTICAL IN · COM · 90400D108 | LONG | 588,700 | $17.7 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
HARROW INC HARROW INC · COM · 415858109 | LONG | 342,391 | $16.5 million | 0.7% | REDUCED | — | 1Y — 5Y — |
SAREPTA THERAPEUTICS INC SAREPTA THERAPEUTICS INC · COM · 803607100 | LONG | 832,100 | $16.0 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
KYMERA THERAPEUTICS INC KYMERA THERAPEUTICS INC · COM · 501575104 | LONG | 276,692 | $15.7 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
ENGENE HOLDINGS INC ENGENE HOLDINGS INC · COM · 29286M105 | LONG | 2,266,319 | $15.5 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
DAY ONE BIOPHARMACEUTICALS I DAY ONE BIOPHARMACEUTICALS I · COM · 23954D109 | LONG | 2,181,598 | $15.4 million | 0.6% | UNCHANGED | — | 1Y — 5Y — |
CELLDEX THERAPEUTICS INC NEW CELLDEX THERAPEUTICS INC NEW · COM NEW · 15117B202 | LONG | 591,689 | $15.3 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
XENCOR INC XENCOR INC · COM · 98401F105 | LONG | 1,246,280 | $14.6 million | 0.6% | REDUCED | — | 1Y — 5Y — |
AVIDITY BIOSCIENCES INC AVIDITY BIOSCIENCES INC · COM · 05370A108 | LONG | 331,907 | $14.5 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
ENCOMPASS HEALTH CORP ENCOMPASS HEALTH CORP · COM · 29261A100 | LONG | 113,335 | $14.4 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
VERA THERAPEUTICS INC VERA THERAPEUTICS INC · CL A · 92337R101 | LONG | 472,739 | $13.7 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
NEOGENOMICS INC NEOGENOMICS INC · COM NEW · 64049M209 | LONG | 1,771,146 | $13.7 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
DEXCOM INC DEXCOM INC · NOTE 0.250%11/1 · 252131AK3 | LONG | 13,500,000 | $13.4 million | — | REDUCED | — | 1Y — 5Y — |
TECTONIC THERAPEUTIC INC TECTONIC THERAPEUTIC INC · COM · 878972108 | LONG | 736,867 | $11.6 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
REPLIMUNE GROUP INC REPLIMUNE GROUP INC · COM · 76029N106 | LONG | 2,750,092 | $11.5 million | 0.5% | INCREASED | — | 1Y — 5Y — |
ADAPTIVE BIOTECHNOLOGIES COR ADAPTIVE BIOTECHNOLOGIES COR · COM · 00650F109 | LONG | 736,014 | $11.0 million | 0.4% | REDUCED | — | 1Y — 5Y — |
ZURA BIO LTD ZURA BIO LTD · CLASS A ORD SHS · G9TY5A101 | LONG | 2,472,806 | $10.7 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
SIONNA THERAPEUTICS INC SIONNA THERAPEUTICS INC · COM · 829401108 | LONG | 314,013 | $9.2 million | 0.4% | REDUCED | — | 1Y — 5Y — |
AMYLYX PHARMACEUTICALS INC AMYLYX PHARMACEUTICALS INC · COM · 03237H101 | LONG | 612,841 | $8.3 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
ROYALTY PHARMA PLC ROYALTY PHARMA PLC · SHS CLASS A · G7709Q104 | LONG | 182,068 | $6.4 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
IMMUNOCORE HLDGS PLC IMMUNOCORE HLDGS PLC · NOTE 2.500% 2/0 · 45258DAB1 | LONG | 6,828,000 | $6.2 million | — | REDUCED | — | 1Y — 5Y — |
FULCRUM THERAPEUTICS INC FULCRUM THERAPEUTICS INC · COM · 359616109 | LONG | 219,488 | $2.0 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
SURROZEN INC SURROZEN INC · COM NEW · 86889P208 | LONG | 140,000 | $1.8 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
HEARTFLOW INC HEARTFLOW INC · COM · 42238D107 | LONG | 50,000 | $1.7 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
PULMONX CORP PULMONX CORP · COM · 745848101 | LONG | 752,541 | $1.2 million | 0.0% | UNCHANGED | — | 1Y — 5Y — |