BRAIDWELL LP 13F Holdings

CIK 0001920938 · STAMFORD, CT

As of Sep 30, 2025, BRAIDWELL LP reported 73 positions worth $3.4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
GUARDANT HEALTH INC——219,454,000$286.3M8.49%
CARIS LIFE SCIENCES INCCAIHealthcare7,316,142$221.3M6.57%
NOVOCURE LTD——211,364,000$210.0M6.23%
XENON PHARMACEUTICALS INCXENEHealthcare3,605,029 44.7M4.29%
CG ONCOLOGY INCCGONHealthcare3,283,317 32.3M3.92%
NEUROCRINE BIOSCIENCES INCNBIXHealthcare880,282 23.6M3.67%
REPLIGEN CORP——101,000,000 01.8M3.02%
KRYSTAL BIOTECH INCKRYSHealthcare520,401$91.9M2.73%
NUVALENT INCNUVLHealthcare1,012,982$87.6M2.60%
NEOGENOMICS INC——100,381,000$86.8M2.58%
SOLENO THERAPEUTICS INCSLNOHealthcare1,281,989$86.7M2.57%
IRHYTHM TECHNOLOGIES INC——62,000,000$85.4M2.53%
EDGEWISE THERAPEUTICS INCEWTXHealthcare5,210,831$84.5M2.51%
IRONWOOD PHARMACEUTICALS INC——82,140,000$72.9M2.16%
INSPIRE MEDICAL SYSTEMS INCINSPHealthcare883,747$65.6M1.95%
GLAUKOS CORPGKOSHealthcare780,164$63.6M1.89%
DANAHER CORPDHRHealthcare309,339$61.3M1.82%
LEGEND BIOTECH CORPLEGNHealthcare1,826,155$59.6M1.77%
INTUITIVE SURGICAL INCISRGHealthcare130,227$58.2M1.73%
APOGEE THERAPEUTICS INCAPGEHealthcare1,438,745$57.2M1.70%
ARGENX SEARGXHealthcare76,091$56.1M1.67%
THERMO FISHER SCIENTIFIC INCTMOHealthcare113,933$55.3M1.64%
ALIGN TECHNOLOGY INCALGNHealthcare409,691$51.3M1.52%
ACADIA PHARMACEUTICALS INCACADHealthcare2,378,655$50.8M1.51%
HINGE HEALTH INCHNGEHealthcare910,476$44.7M1.33%