← Braidwell portfolio
13F-HR filing
VALIDATEDHoldings period 2026-06-30 · Filed 2026-08-14 · Accession 0001420506-26-001823
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ACADIA HEALTHCARE COMPANY IN | COM · 00404A109 | LONG | 1,141,477 | $33.7 million |
| 2 | ACADIA PHARMACEUTICALS INC | COM · 004225108 | LONG | 1,646,399 | $41.7 million |
| 3 | ACLARIS THERAPEUTICS INC | COM · 00461U105 | LONG | 2,142,348 | $11.3 million |
| 4 | ADLAI NORTYE LTD | SPONSORED ADS · 00704R109 | LONG | 795,214 | $9.1 million |
| 5 | ALAMAR BIOSCIENCES INC | COMMON STOCK · 010911105 | LONG | 1,083,983 | $29.4 million |
| 6 | ALPHATEC HLDGS INC | COM NEW · 02081G201 | LONG | 6,531,439 | $56.5 million |
| 7 | ALPHATEC HLDGS INC | NOTE 0.750% 3/1 · 02081GAD4 | LONG | 69,121,000 | $66.2 million |
| 8 | AMANAT ACQUISITION CORP | CL A ORD · G0375M101 | LONG | 700,000 | $7.1 million |
| 9 | ARGENX SE | SPONSORED ADR · 04016X101 | LONG | 17,707 | $16.4 million |
| 10 | AVALO THERAPEUTICS INC | COM NEW · 05338F306 | LONG | 1,629,182 | $30.1 million |
| 11 | AVALYN PHARMACEUTICALS INC | COM SHS · 05348Y105 | LONG | 801,395 | $26.4 million |
| 12 | AVEANNA HEALTHCARE HLDGS INC | COM · 05356F105 | LONG | 3,065,106 | $26.3 million |
| 13 | BIOAGE LABS INC | COM · 09077V100 | LONG | 1,033,129 | $25.3 million |
| 14 | BOSTON SCIENTIFIC CORP | COM · 101137107 | LONG | 587,567 | $25.1 million |
| 15 | BRIGHT MINDS BIOSCIENCES INC | COM NEW · 10919W405 | LONG | 483,822 | $34.0 million |
| 16 | BRIGHTSPRING HEALTH SVCS INC | COM · 10950A106 | LONG | 596,753 | $41.6 million |
| 17 | CAREDX INC | COM · 14167L103 | LONG | 1,220,602 | $34.8 million |
| 18 | CARIS LIFE SCIENCES INC | COM · 142152107 | LONG | 8,256,032 | $147.1 million |
| 19 | CELLDEX THERAPEUTICS INC NEW | COM NEW · 15117B202 | LONG | 436,646 | $16.2 million |
| 20 | CLIMB BIO INC | COM · 28658R106 | LONG | 2,797,375 | $36.5 million |
| 21 | CORVUS PHARMACEUTICALS INC | COM · 221015100 | LONG | 2,126,298 | $31.8 million |
| 22 | CYCLERION THERAPEUTICS INC | COM · 23255M204 | LONG | 156,890 | $531,857 |
| 23 | DAMORA THERAPEUTICS INC | COM NEW · 36322Q206 | LONG | 1,620,377 | $42.1 million |
| 24 | DANAHER CORP DEL | COM · 235851102 | LONG | 150,627 | $28.7 million |
| 25 | DIANTHUS THERAPEUTICS INC | COM · 252828108 | LONG | 594,562 | $58.0 million |
| 26 | DYNE THERAPEUTICS INC | COM · 26818M108 | LONG | 921,598 | $20.5 million |
| 27 | EDGEWISE THERAPEUTICS INC | COM · 28036F105 | LONG | 1,996,965 | $81.1 million |
| 28 | ELEVANCE HEALTH INC FORMERLY | COM · 036752103 | LONG | 53,960 | $20.9 million |
| 29 | EVOLUS INC | COM · 30052C107 | LONG | 3,155,209 | $21.9 million |
| 30 | GENERATE BIOMEDICINES INC | COM SHS · 370920100 | LONG | 3,283,844 | $55.4 million |
| 31 | GH RESEARCH PLC | ORDINARY SHARES · G3855L106 | LONG | 207,240 | $5.6 million |
| 32 | GLAUKOS CORP | COM · 377322102 | LONG | 591,927 | $82.7 million |
| 33 | GUARDANT HEALTH INC | COM · 40131M109 | LONG | 147,850 | $22.2 million |
| 34 | HELIX ACQUISITION CORP III | USD CL A ORD SHS · G4444S107 | LONG | 900,000 | $9.5 million |
| 35 | HEMAB THERAPEUTICS HLDGS INC | COM SHS · 423494103 | LONG | 160,000 | $5.9 million |
| 36 | HINGE HEALTH INC | CL A · 433313103 | LONG | 1,330,127 | $110.4 million |
| 37 | HUMANA INC | COM · 444859102 | LONG | 114,500 | $45.5 million |
| 38 | IMMUNIC INC | COM NEW · 4525EP200 | LONG | 645,010 | $9.9 million |
| 39 | IMMUNOCORE HLDGS PLC | ADS · 45258D105 | LONG | 521,327 | $16.6 million |
| 40 | INSPIRE MED SYS INC | COM · 457730109 | LONG | 677,570 | $30.2 million |
| 41 | INTUITIVE SURGICAL INC | COM NEW · 46120E602 | LONG | 70,137 | $27.9 million |
| 42 | IONIS PHARMACEUTICALS INC | COM · 462222100 | LONG | 116,762 | $9.3 million |
| 43 | IRHYTHM HOLDINGS INC | COM · 450056106 | LONG | 654,262 | $77.8 million |
| 44 | JATT II ACQUISITION CORP | ORD SHS · G50765109 | LONG | 250,000 | $2.8 million |
| 45 | KARDIGAN INC | COM · 485925101 | LONG | 300,000 | $7.2 million |
| 46 | KINIKSA PHARMACEUTICALS INTL | ORD SHS CL A · G52694109 | LONG | 183,822 | $11.8 million |
| 47 | KODIAK SCIENCES INC | COM · 50015M109 | LONG | 1,787,318 | $69.6 million |
| 48 | KRYSTAL BIOTECH INC | COM · 501147102 | LONG | 128,975 | $47.9 million |
| 49 | KYMERA THERAPEUTICS INC | COM · 501575104 | LONG | 378,163 | $43.4 million |
| 50 | MANNKIND CORP | COM NEW · 56400P706 | LONG | 3,458,429 | $14.7 million |
| 51 | MARAVAI LIFESCIENCES HLDGS I | COM CL A · 56600D107 | LONG | 8,702,921 | $54.3 million |
| 52 | MAZE THERAPEUTICS INC | COM · 578784100 | LONG | 1,140,040 | $34.0 million |
| 53 | MBX BIOSCIENCES INC | COM · 55287L101 | LONG | 710,880 | $39.2 million |
| 54 | MONTE ROSA THERAPEUTICS INC | COM · 61225M102 | LONG | 2,451,562 | $59.3 million |
| 55 | NATERA INC | COM · 632307104 | LONG | 79,500 | $21.6 million |
| 56 | NEKTAR THERAPEUTICS | COM NEW · 640268306 | LONG | 473,617 | $33.1 million |
| 57 | NEOGENOMICS INC | COM NEW · 64049M209 | LONG | 4,918,202 | $71.8 million |
| 58 | NEOGENOMICS INC | NOTE 0.250% 1/1 · 64049MAB6 | LONG | 18,011,000 | $16.9 million |
| 59 | NEUROCRINE BIOSCIENCES INC | COM · 64125C109 | LONG | 336,171 | $56.7 million |
| 60 | NURIX THERAPEUTICS INC | COM · 67080M103 | LONG | 1,286,769 | $31.2 million |
| 61 | OCULIS HOLDING AG | ORDINARY SHARES · H5870P102 | LONG | 834,183 | $11.6 million |
| 62 | ORIC PHARMACEUTICALS INC | COM · 68622P109 | LONG | 1,214,540 | $13.2 million |
| 63 | ORTHOPEDIATRICS CORP | COM · 68752L100 | LONG | 1,100,370 | $21.1 million |
| 64 | ORUKA THERAPEUTICS INC | COM · 687604108 | LONG | 278,164 | $26.5 million |
| 65 | OVID THERAPEUTICS INC | COM · 690469101 | LONG | 5,919,464 | $15.9 million |
| 66 | PULMONX CORP | COM · 745848101 | LONG | 752,541 | $978,303 |
| 67 | QUEST DIAGNOSTICS INC | COM · 74834L100 | LONG | 43,200 | $9.2 million |
| 68 | REPLIGEN CORP | COM · 759916109 | LONG | 177,100 | $24.2 million |
| 69 | REPLIGEN CORP | NOTE 1.000%12/1 · 759916AD1 | LONG | 16,000,000 | $16.4 million |
| 70 | RESEARCH ALLIANCE CORP III | ORD SHS CL A · G75226103 | LONG | 400,000 | $4.3 million |
| 71 | RHYTHM PHARMACEUTICALS INC | COM · 76243J105 | LONG | 381,128 | $42.3 million |
| 72 | SEAPORT THERAPEUTICS INC | COMMON STOCK · 81221K108 | LONG | 500,000 | $10.9 million |
| 73 | SPYRE THERAPEUTICS INC | COM NEW · 00773J202 | LONG | 879,467 | $78.1 million |
| 74 | SURROZEN INC | COM NEW · 86889P208 | LONG | 390,753 | $10.1 million |
| 75 | TECTONIC THERAPEUTIC INC | COM · 878972108 | LONG | 596,900 | $20.5 million |
| 76 | TENAX THERAPEUTICS INC | COM NEW · 88032L605 | LONG | 584,412 | $8.5 million |
| 77 | THERMO FISHER SCIENTIFIC INC | COM · 883556102 | LONG | 89,395 | $44.8 million |
| 78 | TRANSMEDICS GROUP INC | COM · 89377M109 | LONG | 609,715 | $40.5 million |
| 79 | UNIQURE NV | SHS · N90064101 | LONG | 301,652 | $13.9 million |
| 80 | VERA THERAPEUTICS INC | CL A · 92337R101 | LONG | 564,724 | $24.2 million |
| 81 | VOR BIOPHARMA INC | COM NEW · 929033207 | LONG | 573,104 | $10.6 million |
| 82 | VYNE THERAPEUTICS INC | COM · 92941V308 | LONG | 916,077 | $596,091 |
| 83 | WATERS CORP | COM · 941848103 | LONG | 14,040 | $5.3 million |
| 84 | X4 PHARMACEUTICALS INC | COM NEW · 98420X202 | LONG | 2,922,754 | $13.6 million |
| 85 | XENON PHARMACEUTICALS INC | COM · 98420N105 | LONG | 1,131,452 | $68.3 million |
| 86 | ZURA BIO LTD | CLASS A ORD SHS · G9TY5A101 | LONG | 3,980,295 | $23.5 million |