Q1 2026 · 13F-HR
BRAIDWELL LPholdings as filed
Filed 2026-05-15 · accession 0001420506-26-001145
$3.00B
Reported value
88
Positions
2026-03-31
Period end
The Brief · BRAIDWELL LP · Q1 2026
AI · grounded in 13F
BRAIDWELL LP closed its position in [[stock:IRTC 1.5 09/01/29]] for a reduction of $72.8M. The fund also exited positions in ALGN and [[stock:IRWD 1.5 06/15/26]], totaling losses of $59.5M and $50.5M respectively. On the buy side, the fund established new positions in [[stock:ATEC 0.75 03/15/30]] for $63.4M, GH for $46.2M, and GENB for $44.9M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 142152107 | CAI | CARIS LIFE SCIENCES INC | $143.2M | 4.78% | 8,009,447 | Common | SOLE |
| 40131MAD1 | GH 1.25 02/15/31 | GUARDANT HEALTH INC | $102.6M | 3.42% | 60,954,000 | Common | SOLE |
| 759916AD1 | RGEN 1 12/15/28 | REPLIGEN CORP | $98.7M | 3.29% | 101,000,000 | Common | SOLE |
| 64049MAB6 | NEO 0.25 01/15/28 | NEOGENOMICS INC | $91.8M | 3.06% | 100,381,000 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $85.9M | 2.87% | 652,121 | Common | SOLE |
| 377322102 | GKOS | GLAUKOS CORP | $82.2M | 2.74% | 763,505 | Common | SOLE |
| 152309100 | CNTA | CENTESSA PHARMACEUTICALS PLC | $78.9M | 2.63% | 1,986,768 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $77.8M | 2.60% | 1,338,452 | Common | SOLE |
| 252828108 | DNTH | DIANTHUS THERAPEUTICS INC | $75.5M | 2.52% | 899,364 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $73.9M | 2.47% | 2,347,583 | Common | SOLE |
| 450056106 | IRTC | IRHYTHM HOLDINGS INC | $72.0M | 2.40% | 610,192 | Common | SOLE |
| 670703107 | NUVL | NUVALENT INC | $71.8M | 2.39% | 700,429 | Common | SOLE |
| 50015M109 | KOD | KODIAK SCIENCES INC | $69.3M | 2.31% | 1,818,665 | Common | SOLE |
| 156944100 | CGON | CG ONCOLOGY INC | $66.7M | 2.22% | 984,783 | Common | SOLE |
| 02081GAD4 | ATEC 0.75 03/15/30 | ALPHATEC HLDGS INC | $63.4M | 2.11% | 61,621,000 | Common | SOLE |
| 04016X101 | ARGX | ARGENX SE | $62.0M | 2.07% | 84,939 | Common | SOLE |
| 433313103 | HNGE | HINGE HEALTH INC | $56.1M | 1.87% | 1,455,123 | Common | SOLE |
| 004225108 | ACAD | ACADIA PHARMACEUTICALS INC | $55.0M | 1.84% | 2,471,199 | Common | SOLE |
| 61225M102 | GLUE | MONTE ROSA THERAPEUTICS INC | $52.7M | 1.76% | 3,206,574 | Common | SOLE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $47.1M | 1.57% | 182,425 | Common | SOLE |
| 00773J202 | SYRE | SPYRE THERAPEUTICS INC | $47.1M | 1.57% | 932,823 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $46.2M | 1.54% | 499,712 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $45.7M | 1.52% | 92,915 | Common | SOLE |
| 370920100 | GENB | GENERATE BIOMEDICINES INC | $44.9M | 1.50% | 3,592,999 | Common | SOLE |
| 55287L101 | MBX | MBX BIOSCIENCES INC | $44.6M | 1.49% | 1,492,467 | Common | SOLE |
| 10950A106 | BTSG | BRIGHTSPRING HEALTH SVCS INC | $43.3M | 1.44% | 1,016,562 | Common | SOLE |
| 15117B202 | CLDX | CELLDEX THERAPEUTICS INC NEW | $43.0M | 1.43% | 1,356,082 | Common | SOLE |
| 64049M209 | NEO | NEOGENOMICS INC | $41.7M | 1.39% | 5,617,402 | Common | SOLE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $40.3M | 1.34% | 478,667 | Common | SOLE |
| 10919W405 | DRUG | BRIGHT MINDS BIOSCIENCES INC | $39.4M | 1.31% | 539,708 | Common | SOLE |
| 14167L103 | CDNA | CAREDX INC | $37.7M | 1.26% | 2,173,146 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $35.6M | 1.19% | 77,297 | Common | SOLE |
| 457730109 | INSP | INSPIRE MED SYS INC | $34.9M | 1.17% | 677,570 | Common | SOLE |
| 70975L107 | PEN | PENUMBRA INC | $34.6M | 1.15% | 105,352 | Common | SOLE |
| 89377M109 | TMDX | TRANSMEDICS GROUP INC | $32.7M | 1.09% | 329,391 | Common | SOLE |
| 834203309 | SLNO | SOLENO THERAPEUTICS INC | $32.1M | 1.07% | 959,259 | Common | SOLE |
| 26818M108 | DYN | DYNE THERAPEUTICS INC | $30.5M | 1.02% | 1,681,998 | Common | SOLE |
| 56600D107 | MRVI | MARAVAI LIFESCIENCES HLDGS I | $29.0M | 0.97% | 10,240,164 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $28.3M | 0.94% | 229,215 | Common | SOLE |
| 501575104 | KYMR | KYMERA THERAPEUTICS INC | $28.1M | 0.94% | 337,559 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $28.1M | 0.94% | 497,020 | Common | SOLE |
| 67080M103 | NRIX | NURIX THERAPEUTICS INC | $27.1M | 0.91% | 1,750,766 | Common | SOLE |
| 76243J105 | RYTM | RHYTHM PHARMACEUTICALS INC | $27.0M | 0.90% | 310,628 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP DEL | $26.4M | 0.88% | 139,327 | Common | SOLE |
| G31249108 | ESTA | ESTABLISHMENT LABS HLDGS INC | $26.3M | 0.88% | 463,600 | Common | SOLE |
| 878972108 | TECX | TECTONIC THERAPEUTIC INC | $26.2M | 0.87% | 847,151 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $25.8M | 0.86% | 129,000 | Common | SOLE |
| 221015100 | CRVS | CORVUS PHARMACEUTICALS INC | $25.6M | 0.86% | 1,752,798 | Common | SOLE |
| 359616109 | FULC | FULCRUM THERAPEUTICS INC | $24.0M | 0.80% | 3,134,922 | Common | SOLE |
| G9TY5A101 | ZURA | ZURA BIO LTD | $23.7M | 0.79% | 3,988,989 | Common | SOLE |
| 02081G201 | ATEC | ALPHATEC HLDGS INC | $23.6M | 0.79% | 2,172,725 | Common | SOLE |
| 36322Q206 | DMRA | DAMORA THERAPEUTICS INC | $23.2M | 0.77% | 894,846 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $21.7M | 0.73% | 346,467 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $21.1M | 0.70% | 523,824 | Common | SOLE |
| 09077V100 | BIOA | BIOAGE LABS INC | $21.0M | 0.70% | 1,200,587 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $20.9M | 0.70% | 290,700 | Common | SOLE |
| 87650L103 | TARS | TARSUS PHARMACEUTICALS INC | $18.6M | 0.62% | 265,715 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC FORMERLY | $18.2M | 0.61% | 62,080 | Common | SOLE |
| 68752L100 | KIDS | ORTHOPEDIATRICS CORP | $17.5M | 0.58% | 1,100,370 | Common | SOLE |
| 29286M105 | — | ENGENE HOLDINGS INC | $16.7M | 0.56% | 2,456,870 | Common | SOLE |
| 640268306 | NKTR | NEKTAR THERAPEUTICS | $16.0M | 0.53% | 222,701 | Common | SOLE |
| 00404A109 | ACHC | ACADIA HEALTHCARE COMPANY IN | $15.1M | 0.50% | 645,900 | Common | SOLE |
| 68622P109 | ORIC | ORIC PHARMACEUTICALS INC | $14.3M | 0.48% | 1,128,040 | Common | SOLE |
| 05356F105 | AVAH | AVEANNA HEALTHCARE HLDGS INC | $14.2M | 0.47% | 2,203,506 | Common | SOLE |
| 98420X202 | XFOR | X4 PHARMACEUTICALS INC | $13.5M | 0.45% | 3,272,954 | Common | SOLE |
| 98937LAA3 | ZBIO 2.5 04/01/32 | ZENAS BIOPHARMA INC | $13.5M | 0.45% | 13,000,000 | Common | SOLE |
| G52694109 | KNSA | KINIKSA PHARMACEUTICALS INTL | $13.1M | 0.44% | 272,522 | Common | SOLE |
| 30052C107 | EOLS | EVOLUS INC | $12.8M | 0.43% | 3,105,209 | Common | SOLE |
| 88322Q108 | TGTX | TG THERAPEUTICS INC | $11.9M | 0.40% | 358,800 | Common | SOLE |
| 86889P208 | SRZN | SURROZEN INC | $11.5M | 0.38% | 396,100 | Common | SOLE |
| 15135B101 | CNC | CENTENE CORP DEL | $10.8M | 0.36% | 330,000 | Common | SOLE |
| 28658R106 | CLYM | CLIMB BIO INC | $10.5M | 0.35% | 1,529,675 | Common | SOLE |
| 20454B104 | CMPX | COMPASS THERAPEUTICS INC | $10.4M | 0.35% | 1,965,106 | Common | SOLE |
| 462222100 | IONS | IONIS PHARMACEUTICALS INC | $9.8M | 0.33% | 130,862 | Common | SOLE |
| G4444S107 | HLXC | HELIX ACQUISITION CORP III | $9.3M | 0.31% | 900,000 | Common | SOLE |
| 929033207 | VOR | VOR BIOPHARMA INC | $8.3M | 0.28% | 466,774 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $8.3M | 0.28% | 84,900 | Common | SOLE |
| 384747101 | GRAL | GRAIL INC | $7.4M | 0.25% | 142,755 | Common | SOLE |
| 00461U105 | ACRS | ACLARIS THERAPEUTICS INC | $6.4M | 0.21% | 1,699,116 | Common | SOLE |
| 24823R105 | DNLI | DENALI THERAPEUTICS INC | $5.7M | 0.19% | 296,324 | Common | SOLE |
| 759916109 | RGEN | REPLIGEN CORP | $5.6M | 0.19% | 47,500 | Common | SOLE |
| 415858109 | HROW | HARROW INC | $5.5M | 0.18% | 156,419 | Common | SOLE |
| 714046109 | RVTY | REVVITY INC | $4.2M | 0.14% | 48,400 | Common | SOLE |
| 15102K100 | CELC | CELCUITY INC | $3.3M | 0.11% | 29,198 | Common | SOLE |
| 74006W207 | PRAX | PRAXIS PRECISION MEDICINES I | $3.2M | 0.11% | 9,976 | Common | SOLE |
| 04280AAC4 | ARWR 0 01/15/32 | ARROWHEAD PHARMACEUTICALS IN | $2.3M | 0.08% | 2,250,000 | Common | SOLE |
| 745848101 | LUNG | PULMONX CORP | $970,778 | 0.03% | 752,541 | Common | SOLE |
| 92941V308 | VYNE | VYNE THERAPEUTICS INC | $547,356 | 0.02% | 916,077 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.