Braidwell portfolio · 2025-12-31
Disclosed long book
$2.61 billion
Long positions
73
Calls / puts
0 / 0
Top 5 concentration
24.3%
Longs with AI data
1 / 73
Average AI 1Y
+12.3%
13F filing comparison
Quarter-over-quarter changes
2025-09-30 to 2025-12-31
Newly reported
20
No longer reported
20
Increased
16
Reduced
32
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
KODIAK SCIENCES INC KODIAK SCIENCES INC | LONG | 2,072,788 | $58.0 million |
CENTESSA PHARMACEUTICALS PLC CENTESSA PHARMACEUTICALS PLC | LONG | 2,188,320 | $54.7 million |
BRIGHTSPRING HEALTH SVCS INC BRIGHTSPRING HEALTH SVCS INC | LONG | 1,195,786 | $44.8 million |
NURIX THERAPEUTICS INC NURIX THERAPEUTICS INC | LONG | 2,183,864 | $41.4 million |
ILLUMINA INC ILLUMINA INC | LONG | 269,673 | $35.4 million |
MBX BIOSCIENCES INC MBX BIOSCIENCES INC | LONG | 1,018,600 | $32.1 million |
RAPT THERAPEUTICS INC RAPT THERAPEUTICS INC | LONG | 929,694 | $31.5 million |
NATERA INC NATERA INC | LONG | 111,500 | $25.5 million |
TERNS PHARMACEUTICALS INC TERNS PHARMACEUTICALS INC | LONG | 575,321 | $23.2 million |
EVOLUS INC EVOLUS INC | LONG | 3,105,209 | $20.6 million |
BIOGEN INC BIOGEN INC | LONG | 115,700 | $20.4 million |
VENTYX BIOSCIENCES INC VENTYX BIOSCIENCES INC | LONG | 1,920,255 | $17.3 million |
COMPASS THERAPEUTICS INC COMPASS THERAPEUTICS INC | LONG | 2,786,778 | $15.0 million |
MONTE ROSA THERAPEUTICS INC MONTE ROSA THERAPEUTICS INC | LONG | 948,316 | $14.9 million |
X4 PHARMACEUTICALS INC X4 PHARMACEUTICALS INC | LONG | 3,368,904 | $13.5 million |
ICON PLC ICON PLC | LONG | 73,370 | $13.4 million |
GRAIL INC GRAIL INC | LONG | 142,755 | $12.2 million |
RELMADA THERAPEUTICS INC RELMADA THERAPEUTICS INC | LONG | 1,582,257 | $7.6 million |
BILLIONTOONE INC BILLIONTOONE INC | LONG | 50,000 | $4.1 million |
KARYOPHARM THERAPEUTICS INC KARYOPHARM THERAPEUTICS INC | LONG | 303,370 | $2.2 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
AKERO THERAPEUTICS INC AKERO THERAPEUTICS INC · COM | LONG | 475,400 | $22.6 million |
ALPHATEC HLDGS INC ALPHATEC HLDGS INC · COM NEW | LONG | 1,514,604 | $22.0 million |
AMYLYX PHARMACEUTICALS INC AMYLYX PHARMACEUTICALS INC · COM | LONG | 612,841 | $8.3 million |
AVIDITY BIOSCIENCES INC AVIDITY BIOSCIENCES INC · COM | LONG | 331,907 | $14.5 million |
DAY ONE BIOPHARMACEUTICALS I DAY ONE BIOPHARMACEUTICALS I · COM | LONG | 2,181,598 | $15.4 million |
DEXCOM INC DEXCOM INC · NOTE 0.250%11/1 | LONG | 13,500,000 | $13.4 million |
ENCOMPASS HEALTH CORP ENCOMPASS HEALTH CORP · COM | LONG | 113,335 | $14.4 million |
EXACT SCIENCES CORP EXACT SCIENCES CORP · COM | LONG | 414,600 | $22.7 million |
GLOBUS MED INC GLOBUS MED INC · CL A | LONG | 498,000 | $28.5 million |
HEARTFLOW INC HEARTFLOW INC · COM | LONG | 50,000 | $1.7 million |
IMMUNOCORE HLDGS PLC IMMUNOCORE HLDGS PLC · NOTE 2.500% 2/0 | LONG | 6,828,000 | $6.2 million |
KARYOPHARM THERAPEUTICS INC KARYOPHARM THERAPEUTICS INC · NOTE 6.000% 5/1 | LONG | 48,482,000 | $35.0 million |
NOVOCURE LTD NOVOCURE LTD · NOTE 11/0 | LONG | 211,364,000 | $210.0 million |
REPLIMUNE GROUP INC REPLIMUNE GROUP INC · COM | LONG | 2,750,092 | $11.5 million |
ROYALTY PHARMA PLC ROYALTY PHARMA PLC · SHS CLASS A | LONG | 182,068 | $6.4 million |
SAREPTA THERAPEUTICS INC SAREPTA THERAPEUTICS INC · COM | LONG | 832,100 | $16.0 million |
SIONNA THERAPEUTICS INC SIONNA THERAPEUTICS INC · COM | LONG | 314,013 | $9.2 million |
TENET HEALTHCARE CORP TENET HEALTHCARE CORP · COM NEW | LONG | 121,700 | $24.7 million |
ULTRAGENYX PHARMACEUTICAL IN ULTRAGENYX PHARMACEUTICAL IN · COM | LONG | 588,700 | $17.7 million |
VIKING THERAPEUTICS INC VIKING THERAPEUTICS INC · COM | LONG | 759,455 | $20.0 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 |
|---|---|---|---|---|---|---|---|
CARIS LIFE SCIENCES INC CARIS LIFE SCIENCES INC · COM · 142152107 | LONG | 7,816,142 | $210.9 million | 8.1% | INCREASED | — | 1Y — 5Y — |
GUARDANT HEALTH INC GUARDANT HEALTH INC · DEBT 1.250% 2/1 · 40131MAD1 | LONG | 104,854,000 | $192.3 million | — | REDUCED | — | 1Y — 5Y — |
EDGEWISE THERAPEUTICS INC EDGEWISE THERAPEUTICS INC · COM · 28036F105 | LONG | 5,210,831 | $129.3 million | 5.0% | UNCHANGED | — | 1Y — 5Y — |
REPLIGEN CORP REPLIGEN CORP · NOTE 1.000%12/1 · 759916AD1 | LONG | 101,000,000 | $110.8 million | — | UNCHANGED | — | 1Y — 5Y — |
NEUROCRINE BIOSCIENCES INC NEUROCRINE BIOSCIENCES INC · COM · 64125C109 | LONG | 751,534 | $106.6 million | 4.1% | REDUCED | — | 1Y — 5Y — |
GLAUKOS CORP GLAUKOS CORP · COM · 377322102 | LONG | 921,979 | $104.1 million | 4.0% | INCREASED | — | 1Y — 5Y — |
NEOGENOMICS INC NEOGENOMICS INC · NOTE 0.250% 1/1 · 64049MAB6 | LONG | 100,381,000 | $89.7 million | — | UNCHANGED | — | 1Y — 5Y — |
NUVALENT INC NUVALENT INC · COM · 670703107 | LONG | 821,406 | $82.6 million | 3.2% | REDUCED | — | 1Y — 5Y — |
XENON PHARMACEUTICALS INC XENON PHARMACEUTICALS INC · COM · 98420N105 | LONG | 1,825,076 | $81.8 million | 3.1% | REDUCED | — | 1Y — 5Y — |
CG ONCOLOGY INC CG ONCOLOGY INC · COM · 156944100 | LONG | 1,870,571 | $77.7 million | 3.0% | REDUCED | — | 1Y — 5Y — |
IRHYTHM TECHNOLOGIES INC IRHYTHM TECHNOLOGIES INC · NOTE 1.500% 9/0 · 450056AB2 | LONG | 52,000,000 | $72.8 million | — | REDUCED | — | 1Y — 5Y — |
HINGE HEALTH INC HINGE HEALTH INC · CL A · 433313103 | LONG | 1,304,623 | $60.6 million | 2.3% | INCREASED | — | 1Y — 5Y — |
ALIGN TECHNOLOGY INC ALIGN TECHNOLOGY INC · COM · 016255101 | LONG | 381,004 | $59.5 million | 2.3% | REDUCED | — | 1Y — 5Y — |
KODIAK SCIENCES INC KODIAK SCIENCES INC · COM · 50015M109 | LONG | 2,072,788 | $58.0 million | 2.2% | NEWLY REPORTED | — | 1Y — 5Y — |
SOLENO THERAPEUTICS INC SOLENO THERAPEUTICS INC · COM · 834203309 | LONG | 1,187,859 | $55.0 million | 2.1% | REDUCED | — | 1Y — 5Y — |
CENTESSA PHARMACEUTICALS PLC CENTESSA PHARMACEUTICALS PLC · SPONSORED ADS · 152309100 | LONG | 2,188,320 | $54.7 million | 2.1% | NEWLY REPORTED | — | 1Y — 5Y — |
NEOGENOMICS INC NEOGENOMICS INC · COM NEW · 64049M209 | LONG | 4,632,801 | $54.5 million | 2.1% | INCREASED | — | 1Y — 5Y — |
ACADIA PHARMACEUTICALS INC ACADIA PHARMACEUTICALS INC · COM · 004225108 | LONG | 2,032,021 | $54.3 million | 2.1% | REDUCED | — | 1Y — 5Y — |
SPYRE THERAPEUTICS INC SPYRE THERAPEUTICS INC · COM NEW · 00773J202 | LONG | 1,634,615 | $53.5 million | 2.1% | REDUCED | — | 1Y — 5Y — |
DIANTHUS THERAPEUTICS INC DIANTHUS THERAPEUTICS INC · COM · 252828108 | LONG | 1,273,935 | $52.5 million | 2.0% | INCREASED | — | 1Y — 5Y — |
IRONWOOD PHARMACEUTICALS INC IRONWOOD PHARMACEUTICALS INC · NOTE 1.500% 6/1 · 46333XAH1 | LONG | 53,405,000 | $50.5 million | — | REDUCED | — | 1Y — 5Y — |
CELLDEX THERAPEUTICS INC NEW CELLDEX THERAPEUTICS INC NEW · COM NEW · 15117B202 | LONG | 1,858,109 | $50.5 million | 1.9% | INCREASED | — | 1Y — 5Y — |
INSPIRE MED SYS INC INSPIRE MED SYS INC · COM · 457730109 | LONG | 540,890 | $49.9 million | 1.9% | REDUCED | — | 1Y — 5Y — |
KRYSTAL BIOTECH INC KRYSTAL BIOTECH INC · COM · 501147102 | LONG | 202,101 | $49.8 million | 1.9% | REDUCED | — | 1Y — 5Y — |
INTUITIVE SURGICAL INC INTUITIVE SURGICAL INC · COM NEW · 46120E602 | LONG | 83,417 | $47.2 million | 1.8% | REDUCED | — | 1Y — 5Y — |
TMO Thermo Fisher Scientific Inc. | LONG | 80,725 | $46.8 million | 1.8% | REDUCED | 13.1% | 1Y +12.3% 5Y +72.7% · 24 models |
BRIGHTSPRING HEALTH SVCS INC BRIGHTSPRING HEALTH SVCS INC · COM · 10950A106 | LONG | 1,195,786 | $44.8 million | 1.7% | NEWLY REPORTED | — | 1Y — 5Y — |
CVS HEALTH CORP CVS HEALTH CORP · COM · 126650100 | LONG | 564,200 | $44.8 million | 1.7% | INCREASED | — | 1Y — 5Y — |
APOGEE THERAPEUTICS INC APOGEE THERAPEUTICS INC · COM · 03770N101 | LONG | 575,067 | $43.4 million | 1.7% | REDUCED | — | 1Y — 5Y — |
NURIX THERAPEUTICS INC NURIX THERAPEUTICS INC · COM · 67080M103 | LONG | 2,183,864 | $41.4 million | 1.6% | NEWLY REPORTED | — | 1Y — 5Y — |
VERA THERAPEUTICS INC VERA THERAPEUTICS INC · CL A · 92337R101 | LONG | 784,742 | $39.7 million | 1.5% | INCREASED | — | 1Y — 5Y — |
IRHYTHM HOLDINGS INC IRHYTHM HOLDINGS INC · COM · 450056106 | LONG | 217,345 | $38.6 million | 1.5% | REDUCED | — | 1Y — 5Y — |
TRANSMEDICS GROUP INC TRANSMEDICS GROUP INC · COM · 89377M109 | LONG | 315,341 | $38.4 million | 1.5% | REDUCED | — | 1Y — 5Y — |
BIOMARIN PHARMACEUTICAL INC BIOMARIN PHARMACEUTICAL INC · COM · 09061G101 | LONG | 601,520 | $35.7 million | 1.4% | INCREASED | — | 1Y — 5Y — |
ILLUMINA INC ILLUMINA INC · COM · 452327109 | LONG | 269,673 | $35.4 million | 1.4% | NEWLY REPORTED | — | 1Y — 5Y — |
KYMERA THERAPEUTICS INC KYMERA THERAPEUTICS INC · COM · 501575104 | LONG | 454,259 | $35.3 million | 1.4% | INCREASED | — | 1Y — 5Y — |
FULCRUM THERAPEUTICS INC FULCRUM THERAPEUTICS INC · COM · 359616109 | LONG | 3,061,222 | $34.6 million | 1.3% | INCREASED | — | 1Y — 5Y — |
PENUMBRA INC PENUMBRA INC · COM · 70975L107 | LONG | 110,152 | $34.2 million | 1.3% | REDUCED | — | 1Y — 5Y — |
MBX BIOSCIENCES INC MBX BIOSCIENCES INC · COM · 55287L101 | LONG | 1,018,600 | $32.1 million | 1.2% | NEWLY REPORTED | — | 1Y — 5Y — |
RAPT THERAPEUTICS INC RAPT THERAPEUTICS INC · COM NEW · 75382E208 | LONG | 929,694 | $31.5 million | 1.2% | NEWLY REPORTED | — | 1Y — 5Y — |
CAREDX INC CAREDX INC · COM · 14167L103 | LONG | 1,585,220 | $29.9 million | 1.1% | REDUCED | — | 1Y — 5Y — |
DYNE THERAPEUTICS INC DYNE THERAPEUTICS INC · COM · 26818M108 | LONG | 1,478,329 | $28.9 million | 1.1% | REDUCED | — | 1Y — 5Y — |
ENGENE HOLDINGS INC ENGENE HOLDINGS INC · COM · 29286M105 | LONG | 3,131,319 | $28.3 million | 1.1% | INCREASED | — | 1Y — 5Y — |
LEGEND BIOTECH CORP LEGEND BIOTECH CORP · SPONSORED ADS · 52490G102 | LONG | 1,298,142 | $28.2 million | 1.1% | REDUCED | — | 1Y — 5Y — |
MARAVAI LIFESCIENCES HLDGS I MARAVAI LIFESCIENCES HLDGS I · COM CL A · 56600D107 | LONG | 8,353,287 | $27.1 million | 1.0% | UNCHANGED | — | 1Y — 5Y — |
DANAHER CORPORATION DANAHER CORPORATION · COM · 235851102 | LONG | 118,227 | $27.1 million | 1.0% | REDUCED | — | 1Y — 5Y — |
ARGENX SE ARGENX SE · SPONSORED ADR · 04016X101 | LONG | 31,007 | $26.1 million | 1.0% | REDUCED | — | 1Y — 5Y — |
NATERA INC NATERA INC · COM · 632307104 | LONG | 111,500 | $25.5 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
BRIGHT MINDS BIOSCIENCES INC BRIGHT MINDS BIOSCIENCES INC · COM NEW · 10919W405 | LONG | 324,358 | $25.3 million | 1.0% | INCREASED | — | 1Y — 5Y — |
TERNS PHARMACEUTICALS INC TERNS PHARMACEUTICALS INC · COM · 880881107 | LONG | 575,321 | $23.2 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
EVOLUS INC EVOLUS INC · COM · 30052C107 | LONG | 3,105,209 | $20.6 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
BIOGEN INC BIOGEN INC · COM · 09062X103 | LONG | 115,700 | $20.4 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
ORTHOPEDIATRICS CORP ORTHOPEDIATRICS CORP · COM · 68752L100 | LONG | 1,100,370 | $19.5 million | 0.7% | REDUCED | — | 1Y — 5Y — |
TECTONIC THERAPEUTIC INC TECTONIC THERAPEUTIC INC · COM · 878972108 | LONG | 927,524 | $19.3 million | 0.7% | INCREASED | — | 1Y — 5Y — |
VENTYX BIOSCIENCES INC VENTYX BIOSCIENCES INC · COM · 92332V107 | LONG | 1,920,255 | $17.3 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
ZURA BIO LTD ZURA BIO LTD · CLASS A ORD SHS · G9TY5A101 | LONG | 3,180,389 | $16.7 million | 0.6% | INCREASED | — | 1Y — 5Y — |
COMPASS THERAPEUTICS INC COMPASS THERAPEUTICS INC · COM · 20454B104 | LONG | 2,786,778 | $15.0 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
MONTE ROSA THERAPEUTICS INC MONTE ROSA THERAPEUTICS INC · COM · 61225M102 | LONG | 948,316 | $14.9 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
HARROW INC HARROW INC · COM · 415858109 | LONG | 295,291 | $14.5 million | 0.6% | REDUCED | — | 1Y — 5Y — |
X4 PHARMACEUTICALS INC X4 PHARMACEUTICALS INC · COM NEW · 98420X202 | LONG | 3,368,904 | $13.5 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
REPLIGEN CORP REPLIGEN CORP · COM · 759916109 | LONG | 81,790 | $13.4 million | 0.5% | REDUCED | — | 1Y — 5Y — |
ICON PLC ICON PLC · SHS · G4705A100 | LONG | 73,370 | $13.4 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
KINIKSA PHARMACEUTICALS INTL KINIKSA PHARMACEUTICALS INTL · ORD SHS CL A · G52694109 | LONG | 313,823 | $12.9 million | 0.5% | REDUCED | — | 1Y — 5Y — |
GRAIL INC GRAIL INC · COM · 384747101 | LONG | 142,755 | $12.2 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
SURROZEN INC SURROZEN INC · COM NEW · 86889P208 | LONG | 470,000 | $10.6 million | 0.4% | INCREASED | — | 1Y — 5Y — |
RELMADA THERAPEUTICS INC RELMADA THERAPEUTICS INC · COM · 75955J402 | LONG | 1,582,257 | $7.6 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
XENCOR INC XENCOR INC · COM · 98401F105 | LONG | 459,166 | $7.0 million | 0.3% | REDUCED | — | 1Y — 5Y — |
CASTLE BIOSCIENCES INC CASTLE BIOSCIENCES INC · COM · 14843C105 | LONG | 177,183 | $6.9 million | 0.3% | REDUCED | — | 1Y — 5Y — |
ADAPTIVE BIOTECHNOLOGIES COR ADAPTIVE BIOTECHNOLOGIES COR · COM · 00650F109 | LONG | 311,991 | $5.1 million | 0.2% | REDUCED | — | 1Y — 5Y — |
BILLIONTOONE INC BILLIONTOONE INC · CL A · 090168105 | LONG | 50,000 | $4.1 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
ORUKA THERAPEUTICS INC ORUKA THERAPEUTICS INC · COM · 687604108 | LONG | 84,795 | $2.6 million | 0.1% | REDUCED | — | 1Y — 5Y — |
KARYOPHARM THERAPEUTICS INC KARYOPHARM THERAPEUTICS INC · COM NEW · 48576U205 | LONG | 303,370 | $2.2 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
PULMONX CORP PULMONX CORP · COM · 745848101 | LONG | 752,541 | $1.7 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |