Braidwell portfolio · 2026-03-31
Disclosed long book
$2.63 billion
Long positions
88
Calls / puts
0 / 0
Top 5 concentration
17.8%
Longs with AI data
0 / 88
Average AI 1Y
—
| 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 | 8,009,447 | $143.2 million | 5.5% | INCREASED | — | 1Y — 5Y — |
GUARDANT HEALTH INC GUARDANT HEALTH INC · DEBT 1.250% 2/1 · 40131MAD1 | LONG | 60,954,000 | $102.6 million | — | REDUCED | — | 1Y — 5Y — |
REPLIGEN CORP REPLIGEN CORP · NOTE 1.000%12/1 · 759916AD1 | LONG | 101,000,000 | $98.7 million | — | UNCHANGED | — | 1Y — 5Y — |
NEOGENOMICS INC NEOGENOMICS INC · NOTE 0.250% 1/1 · 64049MAB6 | LONG | 100,381,000 | $91.8 million | — | UNCHANGED | — | 1Y — 5Y — |
NEUROCRINE BIOSCIENCES INC NEUROCRINE BIOSCIENCES INC · COM · 64125C109 | LONG | 652,121 | $85.9 million | 3.3% | REDUCED | — | 1Y — 5Y — |
GLAUKOS CORP GLAUKOS CORP · COM · 377322102 | LONG | 763,505 | $82.2 million | 3.1% | REDUCED | — | 1Y — 5Y — |
CENTESSA PHARMACEUTICALS PLC CENTESSA PHARMACEUTICALS PLC · SPONSORED ADS · 152309100 | LONG | 1,986,768 | $78.9 million | 3.0% | REDUCED | — | 1Y — 5Y — |
XENON PHARMACEUTICALS INC XENON PHARMACEUTICALS INC · COM · 98420N105 | LONG | 1,338,452 | $77.8 million | 3.0% | REDUCED | — | 1Y — 5Y — |
DIANTHUS THERAPEUTICS INC DIANTHUS THERAPEUTICS INC · COM · 252828108 | LONG | 899,364 | $75.5 million | 2.9% | REDUCED | — | 1Y — 5Y — |
EDGEWISE THERAPEUTICS INC EDGEWISE THERAPEUTICS INC · COM · 28036F105 | LONG | 2,347,583 | $73.9 million | 2.8% | REDUCED | — | 1Y — 5Y — |
IRHYTHM HOLDINGS INC IRHYTHM HOLDINGS INC · COM · 450056106 | LONG | 610,192 | $72.0 million | 2.7% | INCREASED | — | 1Y — 5Y — |
NUVALENT INC NUVALENT INC · COM · 670703107 | LONG | 700,429 | $71.8 million | 2.7% | REDUCED | — | 1Y — 5Y — |
KODIAK SCIENCES INC KODIAK SCIENCES INC · COM · 50015M109 | LONG | 1,818,665 | $69.3 million | 2.6% | REDUCED | — | 1Y — 5Y — |
CG ONCOLOGY INC CG ONCOLOGY INC · COM · 156944100 | LONG | 984,783 | $66.7 million | 2.5% | REDUCED | — | 1Y — 5Y — |
ALPHATEC HLDGS INC ALPHATEC HLDGS INC · NOTE 0.750% 3/1 · 02081GAD4 | LONG | 61,621,000 | $63.4 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
ARGENX SE ARGENX SE · SPONSORED ADR · 04016X101 | LONG | 84,939 | $62.0 million | 2.4% | INCREASED | — | 1Y — 5Y — |
HINGE HEALTH INC HINGE HEALTH INC · CL A · 433313103 | LONG | 1,455,123 | $56.1 million | 2.1% | INCREASED | — | 1Y — 5Y — |
ACADIA PHARMACEUTICALS INC ACADIA PHARMACEUTICALS INC · COM · 004225108 | LONG | 2,471,199 | $55.0 million | 2.1% | INCREASED | — | 1Y — 5Y — |
MONTE ROSA THERAPEUTICS INC MONTE ROSA THERAPEUTICS INC · COM · 61225M102 | LONG | 3,206,574 | $52.7 million | 2.0% | INCREASED | — | 1Y — 5Y — |
KRYSTAL BIOTECH INC KRYSTAL BIOTECH INC · COM · 501147102 | LONG | 182,425 | $47.1 million | 1.8% | REDUCED | — | 1Y — 5Y — |
SPYRE THERAPEUTICS INC SPYRE THERAPEUTICS INC · COM NEW · 00773J202 | LONG | 932,823 | $47.1 million | 1.8% | REDUCED | — | 1Y — 5Y — |
GUARDANT HEALTH INC GUARDANT HEALTH INC · COM · 40131M109 | LONG | 499,712 | $46.2 million | 1.8% | NEWLY REPORTED | — | 1Y — 5Y — |
THERMO FISHER SCIENTIFIC INC THERMO FISHER SCIENTIFIC INC · COM · 883556102 | LONG | 92,915 | $45.7 million | 1.7% | INCREASED | — | 1Y — 5Y — |
GENERATE BIOMEDICINES INC GENERATE BIOMEDICINES INC · COM SHS · 370920100 | LONG | 3,592,999 | $44.9 million | 1.7% | NEWLY REPORTED | — | 1Y — 5Y — |
MBX BIOSCIENCES INC MBX BIOSCIENCES INC · COM · 55287L101 | LONG | 1,492,467 | $44.6 million | 1.7% | INCREASED | — | 1Y — 5Y — |
BRIGHTSPRING HEALTH SVCS INC BRIGHTSPRING HEALTH SVCS INC · COM · 10950A106 | LONG | 1,016,562 | $43.3 million | 1.6% | REDUCED | — | 1Y — 5Y — |
CELLDEX THERAPEUTICS INC NEW CELLDEX THERAPEUTICS INC NEW · COM NEW · 15117B202 | LONG | 1,356,082 | $43.0 million | 1.6% | REDUCED | — | 1Y — 5Y — |
NEOGENOMICS INC NEOGENOMICS INC · COM NEW · 64049M209 | LONG | 5,617,402 | $41.7 million | 1.6% | INCREASED | — | 1Y — 5Y — |
APOGEE THERAPEUTICS INC APOGEE THERAPEUTICS INC · COM · 03770N101 | LONG | 478,667 | $40.3 million | 1.5% | REDUCED | — | 1Y — 5Y — |
BRIGHT MINDS BIOSCIENCES INC BRIGHT MINDS BIOSCIENCES INC · COM NEW · 10919W405 | LONG | 539,708 | $39.4 million | 1.5% | INCREASED | — | 1Y — 5Y — |
CAREDX INC CAREDX INC · COM · 14167L103 | LONG | 2,173,146 | $37.7 million | 1.4% | INCREASED | — | 1Y — 5Y — |
INTUITIVE SURGICAL INC INTUITIVE SURGICAL INC · COM NEW · 46120E602 | LONG | 77,297 | $35.6 million | 1.4% | REDUCED | — | 1Y — 5Y — |
INSPIRE MED SYS INC INSPIRE MED SYS INC · COM · 457730109 | LONG | 677,570 | $34.9 million | 1.3% | INCREASED | — | 1Y — 5Y — |
PENUMBRA INC PENUMBRA INC · COM · 70975L107 | LONG | 105,352 | $34.6 million | 1.3% | REDUCED | — | 1Y — 5Y — |
TRANSMEDICS GROUP INC TRANSMEDICS GROUP INC · COM · 89377M109 | LONG | 329,391 | $32.7 million | 1.2% | INCREASED | — | 1Y — 5Y — |
SOLENO THERAPEUTICS INC SOLENO THERAPEUTICS INC · COM · 834203309 | LONG | 959,259 | $32.1 million | 1.2% | REDUCED | — | 1Y — 5Y — |
DYNE THERAPEUTICS INC DYNE THERAPEUTICS INC · COM · 26818M108 | LONG | 1,681,998 | $30.5 million | 1.2% | INCREASED | — | 1Y — 5Y — |
MARAVAI LIFESCIENCES HLDGS I MARAVAI LIFESCIENCES HLDGS I · COM CL A · 56600D107 | LONG | 10,240,164 | $29.0 million | 1.1% | INCREASED | — | 1Y — 5Y — |
ILLUMINA INC ILLUMINA INC · COM · 452327109 | LONG | 229,215 | $28.3 million | 1.1% | REDUCED | — | 1Y — 5Y — |
KYMERA THERAPEUTICS INC KYMERA THERAPEUTICS INC · COM · 501575104 | LONG | 337,559 | $28.1 million | 1.1% | REDUCED | — | 1Y — 5Y — |
BIOMARIN PHARMACEUTICAL INC BIOMARIN PHARMACEUTICAL INC · COM · 09061G101 | LONG | 497,020 | $28.1 million | 1.1% | REDUCED | — | 1Y — 5Y — |
NURIX THERAPEUTICS INC NURIX THERAPEUTICS INC · COM · 67080M103 | LONG | 1,750,766 | $27.1 million | 1.0% | REDUCED | — | 1Y — 5Y — |
RHYTHM PHARMACEUTICALS INC RHYTHM PHARMACEUTICALS INC · COM · 76243J105 | LONG | 310,628 | $27.0 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
DANAHER CORPORATION DANAHER CORPORATION · COM · 235851102 | LONG | 139,327 | $26.4 million | 1.0% | INCREASED | — | 1Y — 5Y — |
ESTABLISHMENT LABS HLDGS INC ESTABLISHMENT LABS HLDGS INC · COM · G31249108 | LONG | 463,600 | $26.3 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
TECTONIC THERAPEUTIC INC TECTONIC THERAPEUTIC INC · COM · 878972108 | LONG | 847,151 | $26.2 million | 1.0% | REDUCED | — | 1Y — 5Y — |
NATERA INC NATERA INC · COM · 632307104 | LONG | 129,000 | $25.8 million | 1.0% | INCREASED | — | 1Y — 5Y — |
CORVUS PHARMACEUTICALS INC CORVUS PHARMACEUTICALS INC · COM · 221015100 | LONG | 1,752,798 | $25.6 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
FULCRUM THERAPEUTICS INC FULCRUM THERAPEUTICS INC · COM · 359616109 | LONG | 3,134,922 | $24.0 million | 0.9% | INCREASED | — | 1Y — 5Y — |
ZURA BIO LTD ZURA BIO LTD · CLASS A ORD SHS · G9TY5A101 | LONG | 3,988,989 | $23.7 million | 0.9% | INCREASED | — | 1Y — 5Y — |
ALPHATEC HLDGS INC ALPHATEC HLDGS INC · COM NEW · 02081G201 | LONG | 2,172,725 | $23.6 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
DAMORA THERAPEUTICS INC DAMORA THERAPEUTICS INC · COM NEW · 36322Q206 | LONG | 894,846 | $23.2 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
BOSTON SCIENTIFIC CORP BOSTON SCIENTIFIC CORP · COM · 101137107 | LONG | 346,467 | $21.7 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
VERA THERAPEUTICS INC VERA THERAPEUTICS INC · CL A · 92337R101 | LONG | 523,824 | $21.1 million | 0.8% | REDUCED | — | 1Y — 5Y — |
BIOAGE LABS INC BIOAGE LABS INC · COM · 09077V100 | LONG | 1,200,587 | $21.0 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
CVS HEALTH CORP CVS HEALTH CORP · COM · 126650100 | LONG | 290,700 | $20.9 million | 0.8% | REDUCED | — | 1Y — 5Y — |
TARSUS PHARMACEUTICALS INC TARSUS PHARMACEUTICALS INC · COM · 87650L103 | LONG | 265,715 | $18.6 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
ELEVANCE HEALTH INC ELEVANCE HEALTH INC · COM · 036752103 | LONG | 62,080 | $18.2 million | 0.7% | NEWLY REPORTED | — | 1Y — 5Y — |
ORTHOPEDIATRICS CORP ORTHOPEDIATRICS CORP · COM · 68752L100 | LONG | 1,100,370 | $17.5 million | 0.7% | UNCHANGED | — | 1Y — 5Y — |
ENGENE HOLDINGS INC ENGENE HOLDINGS INC · COM · 29286M105 | LONG | 2,456,870 | $16.7 million | 0.6% | REDUCED | — | 1Y — 5Y — |
NEKTAR THERAPEUTICS NEKTAR THERAPEUTICS · COM NEW · 640268306 | LONG | 222,701 | $16.0 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
ACADIA HEALTHCARE COMPANY IN ACADIA HEALTHCARE COMPANY IN · COM · 00404A109 | LONG | 645,900 | $15.1 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
ORIC PHARMACEUTICALS INC ORIC PHARMACEUTICALS INC · COM · 68622P109 | LONG | 1,128,040 | $14.3 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
AVEANNA HEALTHCARE HLDGS INC AVEANNA HEALTHCARE HLDGS INC · COM · 05356F105 | LONG | 2,203,506 | $14.2 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
X4 PHARMACEUTICALS INC X4 PHARMACEUTICALS INC · COM NEW · 98420X202 | LONG | 3,272,954 | $13.5 million | 0.5% | REDUCED | — | 1Y — 5Y — |
ZENAS BIOPHARMA INC ZENAS BIOPHARMA INC · NOTE 2.500% 4/0 · 98937LAA3 | LONG | 13,000,000 | $13.5 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
KINIKSA PHARMACEUTICALS INTL KINIKSA PHARMACEUTICALS INTL · ORD SHS CL A · G52694109 | LONG | 272,522 | $13.1 million | 0.5% | REDUCED | — | 1Y — 5Y — |
EVOLUS INC EVOLUS INC · COM · 30052C107 | LONG | 3,105,209 | $12.8 million | 0.5% | UNCHANGED | — | 1Y — 5Y — |
TG THERAPEUTICS INC TG THERAPEUTICS INC · COM · 88322Q108 | LONG | 358,800 | $11.9 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
SURROZEN INC SURROZEN INC · COM NEW · 86889P208 | LONG | 396,100 | $11.5 million | 0.4% | REDUCED | — | 1Y — 5Y — |
CENTENE CORP DEL CENTENE CORP DEL · COM · 15135B101 | LONG | 330,000 | $10.8 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
CLIMB BIO INC CLIMB BIO INC · COM · 28658R106 | LONG | 1,529,675 | $10.5 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
COMPASS THERAPEUTICS INC COMPASS THERAPEUTICS INC · COM · 20454B104 | LONG | 1,965,106 | $10.4 million | 0.4% | REDUCED | — | 1Y — 5Y — |
IONIS PHARMACEUTICALS INC IONIS PHARMACEUTICALS INC · COM · 462222100 | LONG | 130,862 | $9.8 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
HELIX ACQUISITION CORP III HELIX ACQUISITION CORP III · USD CL A ORD SHS · G4444S107 | LONG | 900,000 | $9.3 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
VOR BIOPHARMA INC VOR BIOPHARMA INC · COM NEW · 929033207 | LONG | 466,774 | $8.3 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
REVOLUTION MEDICINES INC REVOLUTION MEDICINES INC · COM · 76155X100 | LONG | 84,900 | $8.3 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
GRAIL INC GRAIL INC · COM · 384747101 | LONG | 142,755 | $7.4 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
ACLARIS THERAPEUTICS INC ACLARIS THERAPEUTICS INC · COM · 00461U105 | LONG | 1,699,116 | $6.4 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
DENALI THERAPEUTICS INC DENALI THERAPEUTICS INC · COM · 24823R105 | LONG | 296,324 | $5.7 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
REPLIGEN CORP REPLIGEN CORP · COM · 759916109 | LONG | 47,500 | $5.6 million | 0.2% | REDUCED | — | 1Y — 5Y — |
HARROW INC HARROW INC · COM · 415858109 | LONG | 156,419 | $5.5 million | 0.2% | REDUCED | — | 1Y — 5Y — |
PERKINELMER INC PERKINELMER INC · COM · 714046109 | LONG | 48,400 | $4.2 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
CELCUITY INC CELCUITY INC · COM · 15102K100 | LONG | 29,198 | $3.3 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
PRAXIS PRECISION MEDICINES I PRAXIS PRECISION MEDICINES I · COM NEW · 74006W207 | LONG | 9,976 | $3.2 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
ARROWHEAD PHARMACEUTICALS IN ARROWHEAD PHARMACEUTICALS IN · NOTE 1/1 · 04280AAC4 | LONG | 2,250,000 | $2.3 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
PULMONX CORP PULMONX CORP · COM · 745848101 | LONG | 752,541 | $970,778 | 0.0% | UNCHANGED | — | 1Y — 5Y — |
VYNE THERAPEUTICS INC VYNE THERAPEUTICS INC · COM · 92941V308 | LONG | 916,077 | $547,356 | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |