← Braidwell portfolio
13F-HR filing
VALIDATEDHoldings period 2025-09-30 · Filed 2025-11-14 · Accession 0001420506-25-003410
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ACADIA PHARMACEUTICALS INC | COM · 004225108 | LONG | 2,378,655 | $50.8 million |
| 2 | ADAPTIVE BIOTECHNOLOGIES COR | COM · 00650F109 | LONG | 736,014 | $11.0 million |
| 3 | AKERO THERAPEUTICS INC | COM · 00973Y108 | LONG | 475,400 | $22.6 million |
| 4 | ALIGN TECHNOLOGY INC | COM · 016255101 | LONG | 409,691 | $51.3 million |
| 5 | ALPHATEC HLDGS INC | COM NEW · 02081G201 | LONG | 1,514,604 | $22.0 million |
| 6 | AMYLYX PHARMACEUTICALS INC | COM · 03237H101 | LONG | 612,841 | $8.3 million |
| 7 | APOGEE THERAPEUTICS INC | COM · 03770N101 | LONG | 1,438,745 | $57.2 million |
| 8 | ARGENX SE | SPONSORED ADR · 04016X101 | LONG | 76,091 | $56.1 million |
| 9 | AVIDITY BIOSCIENCES INC | COM · 05370A108 | LONG | 331,907 | $14.5 million |
| 10 | BIOMARIN PHARMACEUTICAL INC | COM · 09061G101 | LONG | 528,000 | $28.6 million |
| 11 | BRIGHT MINDS BIOSCIENCES INC | COM NEW · 10919W405 | LONG | 303,685 | $18.4 million |
| 12 | CAREDX INC | COM · 14167L103 | LONG | 2,182,781 | $31.7 million |
| 13 | CARIS LIFE SCIENCES INC | COM · 142152107 | LONG | 7,316,142 | $221.3 million |
| 14 | CASTLE BIOSCIENCES INC | COM · 14843C105 | LONG | 822,735 | $18.7 million |
| 15 | CELLDEX THERAPEUTICS INC NEW | COM NEW · 15117B202 | LONG | 591,689 | $15.3 million |
| 16 | CG ONCOLOGY INC | COM · 156944100 | LONG | 3,283,317 | $132.3 million |
| 17 | CVS/Caremark Corp | COM · 126650100 | LONG | 438,600 | $33.1 million |
| 18 | DANAHER CORP DEL | COM · 235851102 | LONG | 309,339 | $61.3 million |
| 19 | DAY ONE BIOPHARMACEUTICALS I | COM · 23954D109 | LONG | 2,181,598 | $15.4 million |
| 20 | DEXCOM INC | NOTE 0.250%11/1 · 252131AK3 | LONG | 13,500,000 | $13.4 million |
| 21 | DIANTHUS THERAPEUTICS INC | COM · 252828108 | LONG | 835,057 | $32.9 million |
| 22 | DYNE THERAPEUTICS INC | COM · 26818M108 | LONG | 2,730,481 | $34.5 million |
| 23 | EDGEWISE THERAPEUTICS INC | COM · 28036F105 | LONG | 5,210,831 | $84.5 million |
| 24 | ENCOMPASS HEALTH CORP | COM · 29261A100 | LONG | 113,335 | $14.4 million |
| 25 | ENGENE HOLDINGS INC | COM · 29286M105 | LONG | 2,266,319 | $15.5 million |
| 26 | EXACT SCIENCES CORP | COM · 30063P105 | LONG | 414,600 | $22.7 million |
| 27 | FULCRUM THERAPEUTICS INC | COM · 359616109 | LONG | 219,488 | $2.0 million |
| 28 | GLAUKOS CORP | COM · 377322102 | LONG | 780,164 | $63.6 million |
| 29 | GLOBUS MED INC | CL A · 379577208 | LONG | 498,000 | $28.5 million |
| 30 | GUARDANT HEALTH INC | DEBT 1.250% 2/1 · 40131MAD1 | LONG | 219,454,000 | $286.3 million |
| 31 | HARROW INC | COM · 415858109 | LONG | 342,391 | $16.5 million |
| 32 | HEARTFLOW INC | COM · 42238D107 | LONG | 50,000 | $1.7 million |
| 33 | HINGE HEALTH INC | CL A · 433313103 | LONG | 910,476 | $44.7 million |
| 34 | IMMUNOCORE HLDGS PLC | NOTE 2.500% 2/0 · 45258DAB1 | LONG | 6,828,000 | $6.2 million |
| 35 | INSPIRE MED SYS INC | COM · 457730109 | LONG | 883,747 | $65.6 million |
| 36 | INTUITIVE SURGICAL INC | COM NEW · 46120E602 | LONG | 130,227 | $58.2 million |
| 37 | IRHYTHM HOLDINGS INC | COM · 450056106 | LONG | 225,845 | $38.8 million |
| 38 | IRHYTHM TECHNOLOGIES INC | NOTE 1.500% 9/0 · 450056AB2 | LONG | 62,000,000 | $85.4 million |
| 39 | IRONWOOD PHARMACEUTICALS INC | NOTE 1.500% 6/1 · 46333XAH1 | LONG | 82,140,000 | $72.9 million |
| 40 | KARYOPHARM THERAPEUTICS INC | NOTE 6.000% 5/1 · 48576UAD8 | LONG | 48,482,000 | $35.0 million |
| 41 | KINIKSA PHARMACEUTICALS INTL | ORD SHS CL A · G52694109 | LONG | 643,180 | $25.0 million |
| 42 | KRYSTAL BIOTECH INC | COM · 501147102 | LONG | 520,401 | $91.9 million |
| 43 | KYMERA THERAPEUTICS INC | COM · 501575104 | LONG | 276,692 | $15.7 million |
| 44 | LEGEND BIOTECH CORP | SPONSORED ADS · 52490G102 | LONG | 1,826,155 | $59.6 million |
| 45 | MARAVAI LIFESCIENCES HLDGS I | COM CL A · 56600D107 | LONG | 8,353,287 | $24.0 million |
| 46 | NEOGENOMICS INC | COM NEW · 64049M209 | LONG | 1,771,146 | $13.7 million |
| 47 | NEOGENOMICS INC | NOTE 0.250% 1/1 · 64049MAB6 | LONG | 100,381,000 | $86.8 million |
| 48 | NEUROCRINE BIOSCIENCES INC | COM · 64125C109 | LONG | 880,282 | $123.6 million |
| 49 | NOVOCURE LTD | NOTE 11/0 · 67011XAB9 | LONG | 211,364,000 | $210.0 million |
| 50 | NUVALENT INC | COM · 670703107 | LONG | 1,012,982 | $87.6 million |
| 51 | ORTHOPEDIATRICS CORP | COM · 68752L100 | LONG | 1,107,770 | $20.5 million |
| 52 | ORUKA THERAPEUTICS INC | COM · 687604108 | LONG | 1,382,350 | $26.6 million |
| 53 | PENUMBRA INC | COM · 70975L107 | LONG | 141,528 | $35.9 million |
| 54 | PULMONX CORP | COM · 745848101 | LONG | 752,541 | $1.2 million |
| 55 | REPLIGEN CORP | COM · 759916109 | LONG | 195,656 | $26.2 million |
| 56 | REPLIGEN CORP | NOTE 1.000%12/1 · 759916AD1 | LONG | 101,000,000 | $101.8 million |
| 57 | REPLIMUNE GROUP INC | COM · 76029N106 | LONG | 2,750,092 | $11.5 million |
| 58 | ROYALTY PHARMA PLC | SHS CLASS A · G7709Q104 | LONG | 182,068 | $6.4 million |
| 59 | SAREPTA THERAPEUTICS INC | COM · 803607100 | LONG | 832,100 | $16.0 million |
| 60 | SIONNA THERAPEUTICS INC | COM · 829401108 | LONG | 314,013 | $9.2 million |
| 61 | SOLENO THERAPEUTICS INC | COM · 834203309 | LONG | 1,281,989 | $86.7 million |
| 62 | SPYRE THERAPEUTICS INC | COM NEW · 00773J202 | LONG | 2,578,404 | $43.2 million |
| 63 | SURROZEN INC | COM NEW · 86889P208 | LONG | 140,000 | $1.8 million |
| 64 | TECTONIC THERAPEUTIC INC | COM · 878972108 | LONG | 736,867 | $11.6 million |
| 65 | TENET HEALTHCARE CORP | COM NEW · 88033G407 | LONG | 121,700 | $24.7 million |
| 66 | THERMO FISHER SCIENTIFIC INC | COM · 883556102 | LONG | 113,933 | $55.3 million |
| 67 | TRANSMEDICS GROUP INC | COM · 89377M109 | LONG | 351,248 | $39.4 million |
| 68 | ULTRAGENYX PHARMACEUTICAL IN | COM · 90400D108 | LONG | 588,700 | $17.7 million |
| 69 | VERA THERAPEUTICS INC | CL A · 92337R101 | LONG | 472,739 | $13.7 million |
| 70 | VIKING THERAPEUTICS INC | COM · 92686J106 | LONG | 759,455 | $20.0 million |
| 71 | XENCOR INC | COM · 98401F105 | LONG | 1,246,280 | $14.6 million |
| 72 | XENON PHARMACEUTICALS INC | COM · 98420N105 | LONG | 3,605,029 | $144.7 million |
| 73 | ZURA BIO LTD | CLASS A ORD SHS · G9TY5A101 | LONG | 2,472,806 | $10.7 million |