Filed: 8/14/2025ACC: 0001420506-25-002183
📋 What this filing means
BRAIDWELL LP filed this quarterly 13F‑HR report disclosing 55 equity positions with a total reported market value of $2.92B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
55
Positions
$2.92B
Total AUM (reported)
895.46M
Total Shares
Allocation by class
COM$1.70B58.0%
DEBT 1.250% 2/1$256.36M8.8%
NOTE 11/0$137.85M4.7%
COM NEW$128.89M4.4%
SPONSORED ADR$107.21M3.7%
NOTE 1.000%12/1$100.55M3.4%
SPONSORED ADS$90.22M3.1%
Portfolio Concentration
Top 3$597.70M20.4%
4–10$742.75M25.4%
11–25$992.57M33.9%
Rest$590.91M20.2%
Top 3 weight
20.4%
Top 10 weight
45.8%
Voting Authority Distribution
Total shares with voting rights: 895.46M
Sole
Full voting authority
895.46M
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)
Sole55
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings55
Rows:
GUARDANT HEALTH INC
SOLEShares219.45M
TypePRN
Market value$256.36M
8.77%
Sole
219.45M
Shared
0.00
None
0.00
CARIS LIFE SCIENCES INC
SOLEShares7.32M
TypeSH
Market value$195.49M
6.69%
Sole
7.32M
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares1.16M
TypeSH
Market value$145.85M
4.99%
Sole
1.16M
Shared
0.00
None
0.00
NOVOCURE LTD
SOLEShares140.83M
TypePRN
Market value$137.85M
4.71%
Sole
140.83M
Shared
0.00
None
0.00
XENON PHARMACEUTICALS INC
SOLEShares3.61M
TypeSH
Market value$112.84M
3.86%
Sole
3.61M
Shared
0.00
None
0.00
ARGENX SE
SOLEShares194.49K
TypeSH
Market value$107.21M
3.67%
Sole
194.49K
Shared
0.00
None
0.00
REPLIGEN CORP
SOLEShares101M
TypePRN
Market value$100.55M
3.44%
Sole
101M
Shared
0.00
None
0.00
KRYSTAL BIOTECH INC
SOLEShares727.81K
TypeSH
Market value$100.04M
3.42%
Sole
727.81K
Shared
0.00
None
0.00
ALIGN TECHNOLOGY INC
SOLEShares496.73K
TypeSH
Market value$94.05M
3.22%
Sole
496.73K
Shared
0.00
None
0.00
LEGEND BIOTECH CORP
SOLEShares2.54M
TypeSH
Market value$90.22M
3.09%
Sole
2.54M
Shared
0.00
None
0.00
IRHYTHM TECHNOLOGIES INC
SOLEShares70M
TypePRN
Market value$89.98M
3.08%
Sole
70M
Shared
0.00
None
0.00
NUVALENT INC
SOLEShares1.18M
TypeSH
Market value$89.72M
3.07%
Sole
1.18M
Shared
0.00
None
0.00
NEOGENOMICS INC
SOLEShares101.38M
TypePRN
Market value$87.06M
2.98%
Sole
101.38M
Shared
0.00
None
0.00
CG ONCOLOGY INC
SOLEShares3.28M
TypeSH
Market value$85.37M
2.92%
Sole
3.28M
Shared
0.00
None
0.00
IRONWOOD PHARMACEUTICALS INC
SOLEShares92.74M
TypePRN
Market value$78.37M
2.68%
Sole
92.74M
Shared
0.00
None
0.00
EDGEWISE THERAPEUTICS INC
SOLEShares5.21M
TypeSH
Market value$68.31M
2.34%
Sole
5.21M
Shared
0.00
None
0.00
INSPIRE MED SYS INC
SOLEShares522.41K
TypeSH
Market value$67.79M
2.32%
Sole
522.41K
Shared
0.00
None
0.00
APOGEE THERAPEUTICS INC
SOLEShares1.48M
TypeSH
Market value$64.21M
2.20%
Sole
1.48M
Shared
0.00
None
0.00
GLAUKOS CORP
SOLEShares603.41K
TypeSH
Market value$62.33M
2.13%
Sole
603.41K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares309.34K
TypeSH
Market value$61.11M
2.09%
Sole
309.34K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares135.23K
TypeSH
Market value$54.83M
1.88%
Sole
135.23K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares89.60K
TypeSH
Market value$48.69M
1.67%
Sole
89.60K
Shared
0.00
None
0.00
IRHYTHM TECHNOLOGIES INC
SOLEShares300.03K
TypeSH
Market value$46.19M
1.58%
Sole
300.03K
Shared
0.00
None
0.00
ADAPTIVE BIOTECHNOLOGIES COR
SOLEShares3.86M
TypeSH
Market value$45.01M
1.54%
Sole
3.86M
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares837.80K
TypeSH
Market value$43.60M
1.49%
Sole
837.80K
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 | $256.36M 8.77% | 219.45M | 0.00 | 0.00 |
CARIS LIFE SCIENCES INCSOLE | COM | 7.32M | SH | $195.49M 6.69% | 7.32M | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 1.16M | SH | $145.85M 4.99% | 1.16M | 0.00 | 0.00 |
NOVOCURE LTDSOLE | NOTE 11/0 | 140.83M | PRN | $137.85M 4.71% | 140.83M | 0.00 | 0.00 |
XENON PHARMACEUTICALS INCSOLE | COM | 3.61M | SH | $112.84M 3.86% | 3.61M | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 194.49K | SH | $107.21M 3.67% | 194.49K | 0.00 | 0.00 |
REPLIGEN CORPSOLE | NOTE 1.000%12/1 | 101M | PRN | $100.55M 3.44% | 101M | 0.00 | 0.00 |
KRYSTAL BIOTECH INCSOLE | COM | 727.81K | SH | $100.04M 3.42% | 727.81K | 0.00 | 0.00 |
ALIGN TECHNOLOGY INCSOLE | COM | 496.73K | SH | $94.05M 3.22% | 496.73K | 0.00 | 0.00 |
LEGEND BIOTECH CORPSOLE | SPONSORED ADS | 2.54M | SH | $90.22M 3.09% | 2.54M | 0.00 | 0.00 |
IRHYTHM TECHNOLOGIES INCSOLE | NOTE 1.500% 9/0 | 70M | PRN | $89.98M 3.08% | 70M | 0.00 | 0.00 |
NUVALENT INCSOLE | COM | 1.18M | SH | $89.72M 3.07% | 1.18M | 0.00 | 0.00 |
NEOGENOMICS INCSOLE | NOTE 0.250% 1/1 | 101.38M | PRN | $87.06M 2.98% | 101.38M | 0.00 | 0.00 |
CG ONCOLOGY INCSOLE | COM | 3.28M | SH | $85.37M 2.92% | 3.28M | 0.00 | 0.00 |
IRONWOOD PHARMACEUTICALS INCSOLE | NOTE 1.500% 6/1 | 92.74M | PRN | $78.37M 2.68% | 92.74M | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 5.21M | SH | $68.31M 2.34% | 5.21M | 0.00 | 0.00 |
INSPIRE MED SYS INCSOLE | COM | 522.41K | SH | $67.79M 2.32% | 522.41K | 0.00 | 0.00 |
APOGEE THERAPEUTICS INCSOLE | COM | 1.48M | SH | $64.21M 2.20% | 1.48M | 0.00 | 0.00 |
GLAUKOS CORPSOLE | COM | 603.41K | SH | $62.33M 2.13% | 603.41K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 309.34K | SH | $61.11M 2.09% | 309.34K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 135.23K | SH | $54.83M 1.88% | 135.23K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 89.60K | SH | $48.69M 1.67% | 89.60K | 0.00 | 0.00 |
IRHYTHM TECHNOLOGIES INCSOLE | COM | 300.03K | SH | $46.19M 1.58% | 300.03K | 0.00 | 0.00 |
ADAPTIVE BIOTECHNOLOGIES CORSOLE | COM | 3.86M | SH | $45.01M 1.54% | 3.86M | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 837.80K | SH | $43.60M 1.49% | 837.80K | 0.00 | 0.00 |
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