Filed: 5/15/2025ACC: 0001420506-25-001293
📋 What this filing means
BRAIDWELL LP filed this quarterly 13F‑HR report disclosing 64 equity positions with a total reported market value of $2.84B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
64
Positions
$2.84B
Total AUM (reported)
1.03B
Total Shares
Allocation by class
COM$1.50B52.8%
DEBT 1.250% 2/1$227.41M8.0%
NOTE 11/0$136.61M4.8%
COM NEW$129.69M4.6%
SPONSORED ADR$111.83M3.9%
SPONSORED ADS$101.04M3.6%
NOTE 1.000%12/1$95.84M3.4%
Portfolio Concentration
Top 3$495.85M17.4%
4–10$644.97M22.7%
11–25$931.19M32.7%
Rest$772.79M27.2%
Top 3 weight
17.4%
Top 10 weight
40.1%
Voting Authority Distribution
Total shares with voting rights: 1.03B
Sole
Full voting authority
1.03B
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole64
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings64
Rows:
GUARDANT HEALTH INC
SOLEShares219.45M
TypePRN
Market value$227.41M
7.99%
Sole
219.45M
Shared
0.00
None
0.00
NOVOCURE LTD
SOLEShares140.83M
TypePRN
Market value$136.61M
4.80%
Sole
140.83M
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares1.19M
TypeSH
Market value$131.83M
4.63%
Sole
1.19M
Shared
0.00
None
0.00
LEGEND BIOTECH CORP
SOLEShares2.98M
TypeSH
Market value$101.04M
3.55%
Sole
2.98M
Shared
0.00
None
0.00
REPLIGEN CORP
SOLEShares98M
TypePRN
Market value$95.84M
3.37%
Sole
98M
Shared
0.00
None
0.00
ARGENX SE
SOLEShares160.85K
TypeSH
Market value$95.20M
3.35%
Sole
160.85K
Shared
0.00
None
0.00
XENON PHARMACEUTICALS INC
SOLEShares2.71M
TypeSH
Market value$90.92M
3.20%
Sole
2.71M
Shared
0.00
None
0.00
IRHYTHM TECHNOLOGIES INC
SOLEShares86M
TypePRN
Market value$89.74M
3.15%
Sole
86M
Shared
0.00
None
0.00
NEOGENOMICS INC
SOLEShares101.38M
TypePRN
Market value$87.95M
3.09%
Sole
101.38M
Shared
0.00
None
0.00
ALIGN TECHNOLOGY INC
SOLEShares530.53K
TypeSH
Market value$84.28M
2.96%
Sole
530.53K
Shared
0.00
None
0.00
IRONWOOD PHARMACEUTICALS INC
SOLEShares92.74M
TypePRN
Market value$82.54M
2.90%
Sole
92.74M
Shared
0.00
None
0.00
CG ONCOLOGY INC
SOLEShares3.28M
TypeSH
Market value$80.41M
2.83%
Sole
3.28M
Shared
0.00
None
0.00
KRYSTAL BIOTECH INC
SOLEShares400.74K
TypeSH
Market value$72.25M
2.54%
Sole
400.74K
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
SOLEShares62.84M
TypePRN
Market value$72.00M
2.53%
Sole
62.84M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares127.73K
TypeSH
Market value$63.56M
2.23%
Sole
127.73K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares309.34K
TypeSH
Market value$63.41M
2.23%
Sole
309.34K
Shared
0.00
None
0.00
GLAUKOS CORP
SOLEShares624.43K
TypeSH
Market value$61.46M
2.16%
Sole
624.43K
Shared
0.00
None
0.00
NUVALENT INC
SOLEShares840.95K
TypeSH
Market value$59.64M
2.10%
Sole
840.95K
Shared
0.00
None
0.00
IRHYTHM TECHNOLOGIES INC
SOLEShares556.39K
TypeSH
Market value$58.24M
2.05%
Sole
556.39K
Shared
0.00
None
0.00
APOGEE THERAPEUTICS INC
SOLEShares1.54M
TypeSH
Market value$57.55M
2.02%
Sole
1.54M
Shared
0.00
None
0.00
TRANSMEDICS GROUP INC
SOLEShares854.88K
TypeSH
Market value$57.52M
2.02%
Sole
854.88K
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares1.33M
TypeSH
Market value$56.54M
1.99%
Sole
1.33M
Shared
0.00
None
0.00
EDGEWISE THERAPEUTICS INC
SOLEShares2.46M
TypeSH
Market value$54.09M
1.90%
Sole
2.46M
Shared
0.00
None
0.00
INSPIRE MED SYS INC
SOLEShares302.41K
TypeSH
Market value$48.17M
1.69%
Sole
302.41K
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
SOLEShares48.59M
TypePRN
Market value$43.81M
1.54%
Sole
48.59M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GUARDANT HEALTH INCSOLE | DEBT 1.250% 2/1 | 219.45M | PRN | $227.41M 7.99% | 219.45M | 0.00 | 0.00 |
NOVOCURE LTDSOLE | NOTE 11/0 | 140.83M | PRN | $136.61M 4.80% | 140.83M | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 1.19M | SH | $131.83M 4.63% | 1.19M | 0.00 | 0.00 |
LEGEND BIOTECH CORPSOLE | SPONSORED ADS | 2.98M | SH | $101.04M 3.55% | 2.98M | 0.00 | 0.00 |
REPLIGEN CORPSOLE | NOTE 1.000%12/1 | 98M | PRN | $95.84M 3.37% | 98M | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 160.85K | SH | $95.20M 3.35% | 160.85K | 0.00 | 0.00 |
XENON PHARMACEUTICALS INCSOLE | COM | 2.71M | SH | $90.92M 3.20% | 2.71M | 0.00 | 0.00 |
IRHYTHM TECHNOLOGIES INCSOLE | NOTE 1.500% 9/0 | 86M | PRN | $89.74M 3.15% | 86M | 0.00 | 0.00 |
NEOGENOMICS INCSOLE | NOTE 0.250% 1/1 | 101.38M | PRN | $87.95M 3.09% | 101.38M | 0.00 | 0.00 |
ALIGN TECHNOLOGY INCSOLE | COM | 530.53K | SH | $84.28M 2.96% | 530.53K | 0.00 | 0.00 |
IRONWOOD PHARMACEUTICALS INCSOLE | NOTE 1.500% 6/1 | 92.74M | PRN | $82.54M 2.90% | 92.74M | 0.00 | 0.00 |
CG ONCOLOGY INCSOLE | COM | 3.28M | SH | $80.41M 2.83% | 3.28M | 0.00 | 0.00 |
KRYSTAL BIOTECH INCSOLE | COM | 400.74K | SH | $72.25M 2.54% | 400.74K | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCSOLE | NOTE 2.500% 3/1 | 62.84M | PRN | $72.00M 2.53% | 62.84M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 127.73K | SH | $63.56M 2.23% | 127.73K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 309.34K | SH | $63.41M 2.23% | 309.34K | 0.00 | 0.00 |
GLAUKOS CORPSOLE | COM | 624.43K | SH | $61.46M 2.16% | 624.43K | 0.00 | 0.00 |
NUVALENT INCSOLE | COM | 840.95K | SH | $59.64M 2.10% | 840.95K | 0.00 | 0.00 |
IRHYTHM TECHNOLOGIES INCSOLE | COM | 556.39K | SH | $58.24M 2.05% | 556.39K | 0.00 | 0.00 |
APOGEE THERAPEUTICS INCSOLE | COM | 1.54M | SH | $57.55M 2.02% | 1.54M | 0.00 | 0.00 |
TRANSMEDICS GROUP INCSOLE | COM | 854.88K | SH | $57.52M 2.02% | 854.88K | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 1.33M | SH | $56.54M 1.99% | 1.33M | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 2.46M | SH | $54.09M 1.90% | 2.46M | 0.00 | 0.00 |
INSPIRE MED SYS INCSOLE | COM | 302.41K | SH | $48.17M 1.69% | 302.41K | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCSOLE | NOTE 2.250% 2/0 | 48.59M | PRN | $43.81M 1.54% | 48.59M | 0.00 | 0.00 |
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