← Braidwell portfolio
13F-HR filing
VALIDATEDHoldings period 2025-12-31 · Filed 2026-02-17 · Accession 0001420506-26-000586
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ACADIA PHARMACEUTICALS INC | COM · 004225108 | LONG | 2,032,021 | $54.3 million |
| 2 | ADAPTIVE BIOTECHNOLOGIES COR | COM · 00650F109 | LONG | 311,991 | $5.1 million |
| 3 | ALIGN TECHNOLOGY INC | COM · 016255101 | LONG | 381,004 | $59.5 million |
| 4 | APOGEE THERAPEUTICS INC | COM · 03770N101 | LONG | 575,067 | $43.4 million |
| 5 | ARGENX SE | SPONSORED ADR · 04016X101 | LONG | 31,007 | $26.1 million |
| 6 | BILLIONTOONE INC | CL A · 090168105 | LONG | 50,000 | $4.1 million |
| 7 | BIOGEN INC | COM · 09062X103 | LONG | 115,700 | $20.4 million |
| 8 | BIOMARIN PHARMACEUTICAL INC | COM · 09061G101 | LONG | 601,520 | $35.7 million |
| 9 | BRIGHT MINDS BIOSCIENCES INC | COM NEW · 10919W405 | LONG | 324,358 | $25.3 million |
| 10 | BRIGHTSPRING HEALTH SVCS INC | COM · 10950A106 | LONG | 1,195,786 | $44.8 million |
| 11 | CAREDX INC | COM · 14167L103 | LONG | 1,585,220 | $29.9 million |
| 12 | CARIS LIFE SCIENCES INC | COM · 142152107 | LONG | 7,816,142 | $210.9 million |
| 13 | CASTLE BIOSCIENCES INC | COM · 14843C105 | LONG | 177,183 | $6.9 million |
| 14 | CELLDEX THERAPEUTICS INC NEW | COM NEW · 15117B202 | LONG | 1,858,109 | $50.5 million |
| 15 | CENTESSA PHARMACEUTICALS PLC | SPONSORED ADS · 152309100 | LONG | 2,188,320 | $54.7 million |
| 16 | CG ONCOLOGY INC | COM · 156944100 | LONG | 1,870,571 | $77.7 million |
| 17 | COMPASS THERAPEUTICS INC | COM · 20454B104 | LONG | 2,786,778 | $15.0 million |
| 18 | CVS/Caremark Corp | COM · 126650100 | LONG | 564,200 | $44.8 million |
| 19 | DANAHER CORP DEL | COM · 235851102 | LONG | 118,227 | $27.1 million |
| 20 | DIANTHUS THERAPEUTICS INC | COM · 252828108 | LONG | 1,273,935 | $52.5 million |
| 21 | DYNE THERAPEUTICS INC | COM · 26818M108 | LONG | 1,478,329 | $28.9 million |
| 22 | EDGEWISE THERAPEUTICS INC | COM · 28036F105 | LONG | 5,210,831 | $129.3 million |
| 23 | ENGENE HOLDINGS INC | COM · 29286M105 | LONG | 3,131,319 | $28.3 million |
| 24 | EVOLUS INC | COM · 30052C107 | LONG | 3,105,209 | $20.6 million |
| 25 | FULCRUM THERAPEUTICS INC | COM · 359616109 | LONG | 3,061,222 | $34.6 million |
| 26 | GLAUKOS CORP | COM · 377322102 | LONG | 921,979 | $104.1 million |
| 27 | GRAIL INC | COM · 384747101 | LONG | 142,755 | $12.2 million |
| 28 | GUARDANT HEALTH INC | DEBT 1.250% 2/1 · 40131MAD1 | LONG | 104,854,000 | $192.3 million |
| 29 | HARROW INC | COM · 415858109 | LONG | 295,291 | $14.5 million |
| 30 | HINGE HEALTH INC | CL A · 433313103 | LONG | 1,304,623 | $60.6 million |
| 31 | ICON PLC | SHS · G4705A100 | LONG | 73,370 | $13.4 million |
| 32 | ILLUMINA INC | COM · 452327109 | LONG | 269,673 | $35.4 million |
| 33 | INSPIRE MED SYS INC | COM · 457730109 | LONG | 540,890 | $49.9 million |
| 34 | INTUITIVE SURGICAL INC | COM NEW · 46120E602 | LONG | 83,417 | $47.2 million |
| 35 | IRHYTHM HOLDINGS INC | COM · 450056106 | LONG | 217,345 | $38.6 million |
| 36 | IRHYTHM TECHNOLOGIES INC | NOTE 1.500% 9/0 · 450056AB2 | LONG | 52,000,000 | $72.8 million |
| 37 | IRONWOOD PHARMACEUTICALS INC | NOTE 1.500% 6/1 · 46333XAH1 | LONG | 53,405,000 | $50.5 million |
| 38 | KARYOPHARM THERAPEUTICS INC | COM NEW · 48576U205 | LONG | 303,370 | $2.2 million |
| 39 | KINIKSA PHARMACEUTICALS INTL | ORD SHS CL A · G52694109 | LONG | 313,823 | $12.9 million |
| 40 | KODIAK SCIENCES INC | COM · 50015M109 | LONG | 2,072,788 | $58.0 million |
| 41 | KRYSTAL BIOTECH INC | COM · 501147102 | LONG | 202,101 | $49.8 million |
| 42 | KYMERA THERAPEUTICS INC | COM · 501575104 | LONG | 454,259 | $35.3 million |
| 43 | LEGEND BIOTECH CORP | SPONSORED ADS · 52490G102 | LONG | 1,298,142 | $28.2 million |
| 44 | MARAVAI LIFESCIENCES HLDGS I | COM CL A · 56600D107 | LONG | 8,353,287 | $27.1 million |
| 45 | MBX BIOSCIENCES INC | COM · 55287L101 | LONG | 1,018,600 | $32.1 million |
| 46 | MONTE ROSA THERAPEUTICS INC | COM · 61225M102 | LONG | 948,316 | $14.9 million |
| 47 | NATERA INC | COM · 632307104 | LONG | 111,500 | $25.5 million |
| 48 | NEOGENOMICS INC | COM NEW · 64049M209 | LONG | 4,632,801 | $54.5 million |
| 49 | NEOGENOMICS INC | NOTE 0.250% 1/1 · 64049MAB6 | LONG | 100,381,000 | $89.7 million |
| 50 | NEUROCRINE BIOSCIENCES INC | COM · 64125C109 | LONG | 751,534 | $106.6 million |
| 51 | NURIX THERAPEUTICS INC | COM · 67080M103 | LONG | 2,183,864 | $41.4 million |
| 52 | NUVALENT INC | COM · 670703107 | LONG | 821,406 | $82.6 million |
| 53 | ORTHOPEDIATRICS CORP | COM · 68752L100 | LONG | 1,100,370 | $19.5 million |
| 54 | ORUKA THERAPEUTICS INC | COM · 687604108 | LONG | 84,795 | $2.6 million |
| 55 | PENUMBRA INC | COM · 70975L107 | LONG | 110,152 | $34.2 million |
| 56 | PULMONX CORP | COM · 745848101 | LONG | 752,541 | $1.7 million |
| 57 | RAPT THERAPEUTICS INC | COM NEW · 75382E208 | LONG | 929,694 | $31.5 million |
| 58 | RELMADA THERAPEUTICS INC | COM · 75955J402 | LONG | 1,582,257 | $7.6 million |
| 59 | REPLIGEN CORP | COM · 759916109 | LONG | 81,790 | $13.4 million |
| 60 | REPLIGEN CORP | NOTE 1.000%12/1 · 759916AD1 | LONG | 101,000,000 | $110.8 million |
| 61 | SOLENO THERAPEUTICS INC | COM · 834203309 | LONG | 1,187,859 | $55.0 million |
| 62 | SPYRE THERAPEUTICS INC | COM NEW · 00773J202 | LONG | 1,634,615 | $53.5 million |
| 63 | SURROZEN INC | COM NEW · 86889P208 | LONG | 470,000 | $10.6 million |
| 64 | TECTONIC THERAPEUTIC INC | COM · 878972108 | LONG | 927,524 | $19.3 million |
| 65 | TERNS PHARMACEUTICALS INC | COM · 880881107 | LONG | 575,321 | $23.2 million |
| 66 | THERMO FISHER SCIENTIFIC INC | COM · 883556102 | LONG | 80,725 | $46.8 million |
| 67 | TRANSMEDICS GROUP INC | COM · 89377M109 | LONG | 315,341 | $38.4 million |
| 68 | VENTYX BIOSCIENCES INC | COM · 92332V107 | LONG | 1,920,255 | $17.3 million |
| 69 | VERA THERAPEUTICS INC | CL A · 92337R101 | LONG | 784,742 | $39.7 million |
| 70 | X4 PHARMACEUTICALS INC | COM NEW · 98420X202 | LONG | 3,368,904 | $13.5 million |
| 71 | XENCOR INC | COM · 98401F105 | LONG | 459,166 | $7.0 million |
| 72 | XENON PHARMACEUTICALS INC | COM · 98420N105 | LONG | 1,825,076 | $81.8 million |
| 73 | ZURA BIO LTD | CLASS A ORD SHS · G9TY5A101 | LONG | 3,180,389 | $16.7 million |