Filed: 11/14/2025ACC: 0001420506-25-003410
📋 What this filing means
BRAIDWELL LP filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $3.37B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$3.37B
Total AUM (reported)
924.10M
Total Shares
Allocation by class
COM$2.01B59.5%
DEBT 1.250% 2/1$286.28M8.5%
NOTE 11/0$210.04M6.2%
COM NEW$197.39M5.9%
NOTE 1.000%12/1$101.81M3.0%
CL A$86.94M2.6%
NOTE 0.250% 1/1$86.83M2.6%
Portfolio Concentration
Top 3$717.64M21.3%
4–10$768.67M22.8%
11–25$953.06M28.3%
Rest$930.97M27.6%
Top 3 weight
21.3%
Top 10 weight
44.1%
Voting Authority Distribution
Total shares with voting rights: 924.10M
Sole
Full voting authority
924.10M
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)
Sole73
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings73
Rows:
GUARDANT HEALTH INC
SOLEShares219.45M
TypePRN
Market value$286.28M
8.49%
Sole
219.45M
Shared
0.00
None
0.00
CARIS LIFE SCIENCES INC
SOLEShares7.32M
TypeSH
Market value$221.31M
6.57%
Sole
7.32M
Shared
0.00
None
0.00
NOVOCURE LTD
SOLEShares211.36M
TypePRN
Market value$210.04M
6.23%
Sole
211.36M
Shared
0.00
None
0.00
XENON PHARMACEUTICALS INC
SOLEShares3.61M
TypeSH
Market value$144.74M
4.29%
Sole
3.61M
Shared
0.00
None
0.00
CG ONCOLOGY INC
SOLEShares3.28M
TypeSH
Market value$132.25M
3.92%
Sole
3.28M
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares880.28K
TypeSH
Market value$123.57M
3.67%
Sole
880.28K
Shared
0.00
None
0.00
REPLIGEN CORP
SOLEShares101M
TypePRN
Market value$101.81M
3.02%
Sole
101M
Shared
0.00
None
0.00
KRYSTAL BIOTECH INC
SOLEShares520.40K
TypeSH
Market value$91.87M
2.73%
Sole
520.40K
Shared
0.00
None
0.00
NUVALENT INC
SOLEShares1.01M
TypeSH
Market value$87.60M
2.60%
Sole
1.01M
Shared
0.00
None
0.00
NEOGENOMICS INC
SOLEShares100.38M
TypePRN
Market value$86.83M
2.58%
Sole
100.38M
Shared
0.00
None
0.00
SOLENO THERAPEUTICS INC
SOLEShares1.28M
TypeSH
Market value$86.66M
2.57%
Sole
1.28M
Shared
0.00
None
0.00
IRHYTHM TECHNOLOGIES INC
SOLEShares62M
TypePRN
Market value$85.37M
2.53%
Sole
62M
Shared
0.00
None
0.00
EDGEWISE THERAPEUTICS INC
SOLEShares5.21M
TypeSH
Market value$84.52M
2.51%
Sole
5.21M
Shared
0.00
None
0.00
IRONWOOD PHARMACEUTICALS INC
SOLEShares82.14M
TypePRN
Market value$72.90M
2.16%
Sole
82.14M
Shared
0.00
None
0.00
INSPIRE MED SYS INC
SOLEShares883.75K
TypeSH
Market value$65.57M
1.95%
Sole
883.75K
Shared
0.00
None
0.00
GLAUKOS CORP
SOLEShares780.16K
TypeSH
Market value$63.62M
1.89%
Sole
780.16K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares309.34K
TypeSH
Market value$61.33M
1.82%
Sole
309.34K
Shared
0.00
None
0.00
LEGEND BIOTECH CORP
SOLEShares1.83M
TypeSH
Market value$59.55M
1.77%
Sole
1.83M
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares130.23K
TypeSH
Market value$58.24M
1.73%
Sole
130.23K
Shared
0.00
None
0.00
APOGEE THERAPEUTICS INC
SOLEShares1.44M
TypeSH
Market value$57.16M
1.70%
Sole
1.44M
Shared
0.00
None
0.00
ARGENX SE
SOLEShares76.09K
TypeSH
Market value$56.12M
1.67%
Sole
76.09K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares113.93K
TypeSH
Market value$55.26M
1.64%
Sole
113.93K
Shared
0.00
None
0.00
ALIGN TECHNOLOGY INC
SOLEShares409.69K
TypeSH
Market value$51.30M
1.52%
Sole
409.69K
Shared
0.00
None
0.00
ACADIA PHARMACEUTICALS INC
SOLEShares2.38M
TypeSH
Market value$50.76M
1.51%
Sole
2.38M
Shared
0.00
None
0.00
HINGE HEALTH INC
SOLEShares910.48K
TypeSH
Market value$44.69M
1.33%
Sole
910.48K
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 | $286.28M 8.49% | 219.45M | 0.00 | 0.00 |
CARIS LIFE SCIENCES INCSOLE | COM | 7.32M | SH | $221.31M 6.57% | 7.32M | 0.00 | 0.00 |
NOVOCURE LTDSOLE | NOTE 11/0 | 211.36M | PRN | $210.04M 6.23% | 211.36M | 0.00 | 0.00 |
XENON PHARMACEUTICALS INCSOLE | COM | 3.61M | SH | $144.74M 4.29% | 3.61M | 0.00 | 0.00 |
CG ONCOLOGY INCSOLE | COM | 3.28M | SH | $132.25M 3.92% | 3.28M | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 880.28K | SH | $123.57M 3.67% | 880.28K | 0.00 | 0.00 |
REPLIGEN CORPSOLE | NOTE 1.000%12/1 | 101M | PRN | $101.81M 3.02% | 101M | 0.00 | 0.00 |
KRYSTAL BIOTECH INCSOLE | COM | 520.40K | SH | $91.87M 2.73% | 520.40K | 0.00 | 0.00 |
NUVALENT INCSOLE | COM | 1.01M | SH | $87.60M 2.60% | 1.01M | 0.00 | 0.00 |
NEOGENOMICS INCSOLE | NOTE 0.250% 1/1 | 100.38M | PRN | $86.83M 2.58% | 100.38M | 0.00 | 0.00 |
SOLENO THERAPEUTICS INCSOLE | COM | 1.28M | SH | $86.66M 2.57% | 1.28M | 0.00 | 0.00 |
IRHYTHM TECHNOLOGIES INCSOLE | NOTE 1.500% 9/0 | 62M | PRN | $85.37M 2.53% | 62M | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 5.21M | SH | $84.52M 2.51% | 5.21M | 0.00 | 0.00 |
IRONWOOD PHARMACEUTICALS INCSOLE | NOTE 1.500% 6/1 | 82.14M | PRN | $72.90M 2.16% | 82.14M | 0.00 | 0.00 |
INSPIRE MED SYS INCSOLE | COM | 883.75K | SH | $65.57M 1.95% | 883.75K | 0.00 | 0.00 |
GLAUKOS CORPSOLE | COM | 780.16K | SH | $63.62M 1.89% | 780.16K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 309.34K | SH | $61.33M 1.82% | 309.34K | 0.00 | 0.00 |
LEGEND BIOTECH CORPSOLE | SPONSORED ADS | 1.83M | SH | $59.55M 1.77% | 1.83M | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 130.23K | SH | $58.24M 1.73% | 130.23K | 0.00 | 0.00 |
APOGEE THERAPEUTICS INCSOLE | COM | 1.44M | SH | $57.16M 1.70% | 1.44M | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 76.09K | SH | $56.12M 1.67% | 76.09K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 113.93K | SH | $55.26M 1.64% | 113.93K | 0.00 | 0.00 |
ALIGN TECHNOLOGY INCSOLE | COM | 409.69K | SH | $51.30M 1.52% | 409.69K | 0.00 | 0.00 |
ACADIA PHARMACEUTICALS INCSOLE | COM | 2.38M | SH | $50.76M 1.51% | 2.38M | 0.00 | 0.00 |
HINGE HEALTH INCSOLE | CL A | 910.48K | SH | $44.69M 1.33% | 910.48K | 0.00 | 0.00 |
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