← Braidwell portfolio
13F-HR filing
VALIDATEDHoldings period 2026-03-31 · Filed 2026-05-15 · Accession 0001420506-26-001145
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ACADIA HEALTHCARE COMPANY IN | COM · 00404A109 | LONG | 645,900 | $15.1 million |
| 2 | ACADIA PHARMACEUTICALS INC | COM · 004225108 | LONG | 2,471,199 | $55.0 million |
| 3 | ACLARIS THERAPEUTICS INC | COM · 00461U105 | LONG | 1,699,116 | $6.4 million |
| 4 | ALPHATEC HLDGS INC | COM NEW · 02081G201 | LONG | 2,172,725 | $23.6 million |
| 5 | ALPHATEC HLDGS INC | NOTE 0.750% 3/1 · 02081GAD4 | LONG | 61,621,000 | $63.4 million |
| 6 | APOGEE THERAPEUTICS INC | COM · 03770N101 | LONG | 478,667 | $40.3 million |
| 7 | ARGENX SE | SPONSORED ADR · 04016X101 | LONG | 84,939 | $62.0 million |
| 8 | ARROWHEAD PHARMACEUTICALS IN | NOTE 1/1 · 04280AAC4 | LONG | 2,250,000 | $2.3 million |
| 9 | AVEANNA HEALTHCARE HLDGS INC | COM · 05356F105 | LONG | 2,203,506 | $14.2 million |
| 10 | BIOAGE LABS INC | COM · 09077V100 | LONG | 1,200,587 | $21.0 million |
| 11 | BIOMARIN PHARMACEUTICAL INC | COM · 09061G101 | LONG | 497,020 | $28.1 million |
| 12 | BOSTON SCIENTIFIC CORP | COM · 101137107 | LONG | 346,467 | $21.7 million |
| 13 | BRIGHT MINDS BIOSCIENCES INC | COM NEW · 10919W405 | LONG | 539,708 | $39.4 million |
| 14 | BRIGHTSPRING HEALTH SVCS INC | COM · 10950A106 | LONG | 1,016,562 | $43.3 million |
| 15 | CAREDX INC | COM · 14167L103 | LONG | 2,173,146 | $37.7 million |
| 16 | CARIS LIFE SCIENCES INC | COM · 142152107 | LONG | 8,009,447 | $143.2 million |
| 17 | CELCUITY INC | COM · 15102K100 | LONG | 29,198 | $3.3 million |
| 18 | CELLDEX THERAPEUTICS INC NEW | COM NEW · 15117B202 | LONG | 1,356,082 | $43.0 million |
| 19 | CENTENE CORP DEL | COM · 15135B101 | LONG | 330,000 | $10.8 million |
| 20 | CENTESSA PHARMACEUTICALS PLC | SPONSORED ADS · 152309100 | LONG | 1,986,768 | $78.9 million |
| 21 | CG ONCOLOGY INC | COM · 156944100 | LONG | 984,783 | $66.7 million |
| 22 | CLIMB BIO INC | COM · 28658R106 | LONG | 1,529,675 | $10.5 million |
| 23 | COMPASS THERAPEUTICS INC | COM · 20454B104 | LONG | 1,965,106 | $10.4 million |
| 24 | CORVUS PHARMACEUTICALS INC | COM · 221015100 | LONG | 1,752,798 | $25.6 million |
| 25 | CVS/Caremark Corp | COM · 126650100 | LONG | 290,700 | $20.9 million |
| 26 | DAMORA THERAPEUTICS INC | COM NEW · 36322Q206 | LONG | 894,846 | $23.2 million |
| 27 | DANAHER CORP DEL | COM · 235851102 | LONG | 139,327 | $26.4 million |
| 28 | DENALI THERAPEUTICS INC | COM · 24823R105 | LONG | 296,324 | $5.7 million |
| 29 | DIANTHUS THERAPEUTICS INC | COM · 252828108 | LONG | 899,364 | $75.5 million |
| 30 | DYNE THERAPEUTICS INC | COM · 26818M108 | LONG | 1,681,998 | $30.5 million |
| 31 | EDGEWISE THERAPEUTICS INC | COM · 28036F105 | LONG | 2,347,583 | $73.9 million |
| 32 | ANTHEM INC | COM · 036752103 | LONG | 62,080 | $18.2 million |
| 33 | ENGENE HOLDINGS INC | COM · 29286M105 | LONG | 2,456,870 | $16.7 million |
| 34 | ESTABLISHMENT LABS HLDGS INC | COM · G31249108 | LONG | 463,600 | $26.3 million |
| 35 | EVOLUS INC | COM · 30052C107 | LONG | 3,105,209 | $12.8 million |
| 36 | FULCRUM THERAPEUTICS INC | COM · 359616109 | LONG | 3,134,922 | $24.0 million |
| 37 | GENERATE BIOMEDICINES INC | COM SHS · 370920100 | LONG | 3,592,999 | $44.9 million |
| 38 | GLAUKOS CORP | COM · 377322102 | LONG | 763,505 | $82.2 million |
| 39 | GRAIL INC | COM · 384747101 | LONG | 142,755 | $7.4 million |
| 40 | GUARDANT HEALTH INC | COM · 40131M109 | LONG | 499,712 | $46.2 million |
| 41 | GUARDANT HEALTH INC | DEBT 1.250% 2/1 · 40131MAD1 | LONG | 60,954,000 | $102.6 million |
| 42 | HARROW INC | COM · 415858109 | LONG | 156,419 | $5.5 million |
| 43 | HELIX ACQUISITION CORP III | USD CL A ORD SHS · G4444S107 | LONG | 900,000 | $9.3 million |
| 44 | HINGE HEALTH INC | CL A · 433313103 | LONG | 1,455,123 | $56.1 million |
| 45 | ILLUMINA INC | COM · 452327109 | LONG | 229,215 | $28.3 million |
| 46 | INSPIRE MED SYS INC | COM · 457730109 | LONG | 677,570 | $34.9 million |
| 47 | INTUITIVE SURGICAL INC | COM NEW · 46120E602 | LONG | 77,297 | $35.6 million |
| 48 | IONIS PHARMACEUTICALS INC | COM · 462222100 | LONG | 130,862 | $9.8 million |
| 49 | IRHYTHM HOLDINGS INC | COM · 450056106 | LONG | 610,192 | $72.0 million |
| 50 | KINIKSA PHARMACEUTICALS INTL | ORD SHS CL A · G52694109 | LONG | 272,522 | $13.1 million |
| 51 | KODIAK SCIENCES INC | COM · 50015M109 | LONG | 1,818,665 | $69.3 million |
| 52 | KRYSTAL BIOTECH INC | COM · 501147102 | LONG | 182,425 | $47.1 million |
| 53 | KYMERA THERAPEUTICS INC | COM · 501575104 | LONG | 337,559 | $28.1 million |
| 54 | MARAVAI LIFESCIENCES HLDGS I | COM CL A · 56600D107 | LONG | 10,240,164 | $29.0 million |
| 55 | MBX BIOSCIENCES INC | COM · 55287L101 | LONG | 1,492,467 | $44.6 million |
| 56 | MONTE ROSA THERAPEUTICS INC | COM · 61225M102 | LONG | 3,206,574 | $52.7 million |
| 57 | NATERA INC | COM · 632307104 | LONG | 129,000 | $25.8 million |
| 58 | NEKTAR THERAPEUTICS | COM NEW · 640268306 | LONG | 222,701 | $16.0 million |
| 59 | NEOGENOMICS INC | COM NEW · 64049M209 | LONG | 5,617,402 | $41.7 million |
| 60 | NEOGENOMICS INC | NOTE 0.250% 1/1 · 64049MAB6 | LONG | 100,381,000 | $91.8 million |
| 61 | NEUROCRINE BIOSCIENCES INC | COM · 64125C109 | LONG | 652,121 | $85.9 million |
| 62 | NURIX THERAPEUTICS INC | COM · 67080M103 | LONG | 1,750,766 | $27.1 million |
| 63 | NUVALENT INC | COM · 670703107 | LONG | 700,429 | $71.8 million |
| 64 | ORIC PHARMACEUTICALS INC | COM · 68622P109 | LONG | 1,128,040 | $14.3 million |
| 65 | ORTHOPEDIATRICS CORP | COM · 68752L100 | LONG | 1,100,370 | $17.5 million |
| 66 | PENUMBRA INC | COM · 70975L107 | LONG | 105,352 | $34.6 million |
| 67 | PRAXIS PRECISION MEDICINES I | COM NEW · 74006W207 | LONG | 9,976 | $3.2 million |
| 68 | PULMONX CORP | COM · 745848101 | LONG | 752,541 | $970,778 |
| 69 | REPLIGEN CORP | COM · 759916109 | LONG | 47,500 | $5.6 million |
| 70 | REPLIGEN CORP | NOTE 1.000%12/1 · 759916AD1 | LONG | 101,000,000 | $98.7 million |
| 71 | REVOLUTION MEDICINES INC | COM · 76155X100 | LONG | 84,900 | $8.3 million |
| 72 | PERKINELMER INC | COM · 714046109 | LONG | 48,400 | $4.2 million |
| 73 | RHYTHM PHARMACEUTICALS INC | COM · 76243J105 | LONG | 310,628 | $27.0 million |
| 74 | SOLENO THERAPEUTICS INC | COM · 834203309 | LONG | 959,259 | $32.1 million |
| 75 | SPYRE THERAPEUTICS INC | COM NEW · 00773J202 | LONG | 932,823 | $47.1 million |
| 76 | SURROZEN INC | COM NEW · 86889P208 | LONG | 396,100 | $11.5 million |
| 77 | TARSUS PHARMACEUTICALS INC | COM · 87650L103 | LONG | 265,715 | $18.6 million |
| 78 | TECTONIC THERAPEUTIC INC | COM · 878972108 | LONG | 847,151 | $26.2 million |
| 79 | TG THERAPEUTICS INC | COM · 88322Q108 | LONG | 358,800 | $11.9 million |
| 80 | THERMO FISHER SCIENTIFIC INC | COM · 883556102 | LONG | 92,915 | $45.7 million |
| 81 | TRANSMEDICS GROUP INC | COM · 89377M109 | LONG | 329,391 | $32.7 million |
| 82 | VERA THERAPEUTICS INC | CL A · 92337R101 | LONG | 523,824 | $21.1 million |
| 83 | VOR BIOPHARMA INC | COM NEW · 929033207 | LONG | 466,774 | $8.3 million |
| 84 | VYNE THERAPEUTICS INC | COM · 92941V308 | LONG | 916,077 | $547,356 |
| 85 | X4 PHARMACEUTICALS INC | COM NEW · 98420X202 | LONG | 3,272,954 | $13.5 million |
| 86 | XENON PHARMACEUTICALS INC | COM · 98420N105 | LONG | 1,338,452 | $77.8 million |
| 87 | ZENAS BIOPHARMA INC | NOTE 2.500% 4/0 · 98937LAA3 | LONG | 13,000,000 | $13.5 million |
| 88 | ZURA BIO LTD | CLASS A ORD SHS · G9TY5A101 | LONG | 3,988,989 | $23.7 million |