Filed: 2/17/2026ACC: 0001420506-26-000586
📋 What this filing means
BRAIDWELL LP filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $3.13B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$3.13B
Total AUM (reported)
502.17M
Total Shares
Allocation by class
COM$2.04B65.2%
COM NEW$288.87M9.2%
DEBT 1.250% 2/1$192.31M6.2%
NOTE 1.000%12/1$110.85M3.5%
CL A$104.43M3.3%
NOTE 0.250% 1/1$89.72M2.9%
SPONSORED ADS$82.95M2.7%
Portfolio Concentration
Top 3$532.50M17.0%
4–10$653.34M20.9%
11–25$823.27M26.3%
Rest$1.12B35.7%
Top 3 weight
17.0%
Top 10 weight
37.9%
Voting Authority Distribution
Total shares with voting rights: 502.17M
Sole
Full voting authority
502.17M
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:
CARIS LIFE SCIENCES INC
SOLEShares7.82M
TypeSH
Market value$210.88M
6.74%
Sole
7.82M
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares104.85M
TypePRN
Market value$192.31M
6.15%
Sole
104.85M
Shared
0.00
None
0.00
EDGEWISE THERAPEUTICS INC
SOLEShares5.21M
TypeSH
Market value$129.31M
4.14%
Sole
5.21M
Shared
0.00
None
0.00
REPLIGEN CORP
SOLEShares101M
TypePRN
Market value$110.85M
3.54%
Sole
101M
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares751.53K
TypeSH
Market value$106.59M
3.41%
Sole
751.53K
Shared
0.00
None
0.00
GLAUKOS CORP
SOLEShares921.98K
TypeSH
Market value$104.10M
3.33%
Sole
921.98K
Shared
0.00
None
0.00
NEOGENOMICS INC
SOLEShares100.38M
TypePRN
Market value$89.72M
2.87%
Sole
100.38M
Shared
0.00
None
0.00
NUVALENT INC
SOLEShares821.41K
TypeSH
Market value$82.63M
2.64%
Sole
821.41K
Shared
0.00
None
0.00
XENON PHARMACEUTICALS INC
SOLEShares1.83M
TypeSH
Market value$81.80M
2.62%
Sole
1.83M
Shared
0.00
None
0.00
CG ONCOLOGY INC
SOLEShares1.87M
TypeSH
Market value$77.67M
2.48%
Sole
1.87M
Shared
0.00
None
0.00
IRHYTHM TECHNOLOGIES INC
SOLEShares52M
TypePRN
Market value$72.80M
2.33%
Sole
52M
Shared
0.00
None
0.00
HINGE HEALTH INC
SOLEShares1.30M
TypeSH
Market value$60.60M
1.94%
Sole
1.30M
Shared
0.00
None
0.00
ALIGN TECHNOLOGY INC
SOLEShares381K
TypeSH
Market value$59.49M
1.90%
Sole
381K
Shared
0.00
None
0.00
KODIAK SCIENCES INC
SOLEShares2.07M
TypeSH
Market value$57.96M
1.85%
Sole
2.07M
Shared
0.00
None
0.00
SOLENO THERAPEUTICS INC
SOLEShares1.19M
TypeSH
Market value$55.00M
1.76%
Sole
1.19M
Shared
0.00
None
0.00
CENTESSA PHARMACEUTICALS PLC
SOLEShares2.19M
TypeSH
Market value$54.73M
1.75%
Sole
2.19M
Shared
0.00
None
0.00
NEOGENOMICS INC
SOLEShares4.63M
TypeSH
Market value$54.48M
1.74%
Sole
4.63M
Shared
0.00
None
0.00
ACADIA PHARMACEUTICALS INC
SOLEShares2.03M
TypeSH
Market value$54.28M
1.74%
Sole
2.03M
Shared
0.00
None
0.00
SPYRE THERAPEUTICS INC
SOLEShares1.63M
TypeSH
Market value$53.55M
1.71%
Sole
1.63M
Shared
0.00
None
0.00
DIANTHUS THERAPEUTICS INC
SOLEShares1.27M
TypeSH
Market value$52.50M
1.68%
Sole
1.27M
Shared
0.00
None
0.00
IRONWOOD PHARMACEUTICALS INC
SOLEShares53.41M
TypePRN
Market value$50.47M
1.61%
Sole
53.41M
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares1.86M
TypeSH
Market value$50.47M
1.61%
Sole
1.86M
Shared
0.00
None
0.00
INSPIRE MED SYS INC
SOLEShares540.89K
TypeSH
Market value$49.89M
1.60%
Sole
540.89K
Shared
0.00
None
0.00
KRYSTAL BIOTECH INC
SOLEShares202.10K
TypeSH
Market value$49.83M
1.59%
Sole
202.10K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares83.42K
TypeSH
Market value$47.24M
1.51%
Sole
83.42K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARIS LIFE SCIENCES INCSOLE | COM | 7.82M | SH | $210.88M 6.74% | 7.82M | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | DEBT 1.250% 2/1 | 104.85M | PRN | $192.31M 6.15% | 104.85M | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 5.21M | SH | $129.31M 4.14% | 5.21M | 0.00 | 0.00 |
REPLIGEN CORPSOLE | NOTE 1.000%12/1 | 101M | PRN | $110.85M 3.54% | 101M | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 751.53K | SH | $106.59M 3.41% | 751.53K | 0.00 | 0.00 |
GLAUKOS CORPSOLE | COM | 921.98K | SH | $104.10M 3.33% | 921.98K | 0.00 | 0.00 |
NEOGENOMICS INCSOLE | NOTE 0.250% 1/1 | 100.38M | PRN | $89.72M 2.87% | 100.38M | 0.00 | 0.00 |
NUVALENT INCSOLE | COM | 821.41K | SH | $82.63M 2.64% | 821.41K | 0.00 | 0.00 |
XENON PHARMACEUTICALS INCSOLE | COM | 1.83M | SH | $81.80M 2.62% | 1.83M | 0.00 | 0.00 |
CG ONCOLOGY INCSOLE | COM | 1.87M | SH | $77.67M 2.48% | 1.87M | 0.00 | 0.00 |
IRHYTHM TECHNOLOGIES INCSOLE | NOTE 1.500% 9/0 | 52M | PRN | $72.80M 2.33% | 52M | 0.00 | 0.00 |
HINGE HEALTH INCSOLE | CL A | 1.30M | SH | $60.60M 1.94% | 1.30M | 0.00 | 0.00 |
ALIGN TECHNOLOGY INCSOLE | COM | 381K | SH | $59.49M 1.90% | 381K | 0.00 | 0.00 |
KODIAK SCIENCES INCSOLE | COM | 2.07M | SH | $57.96M 1.85% | 2.07M | 0.00 | 0.00 |
SOLENO THERAPEUTICS INCSOLE | COM | 1.19M | SH | $55.00M 1.76% | 1.19M | 0.00 | 0.00 |
CENTESSA PHARMACEUTICALS PLCSOLE | SPONSORED ADS | 2.19M | SH | $54.73M 1.75% | 2.19M | 0.00 | 0.00 |
NEOGENOMICS INCSOLE | COM NEW | 4.63M | SH | $54.48M 1.74% | 4.63M | 0.00 | 0.00 |
ACADIA PHARMACEUTICALS INCSOLE | COM | 2.03M | SH | $54.28M 1.74% | 2.03M | 0.00 | 0.00 |
SPYRE THERAPEUTICS INCSOLE | COM NEW | 1.63M | SH | $53.55M 1.71% | 1.63M | 0.00 | 0.00 |
DIANTHUS THERAPEUTICS INCSOLE | COM | 1.27M | SH | $52.50M 1.68% | 1.27M | 0.00 | 0.00 |
IRONWOOD PHARMACEUTICALS INCSOLE | NOTE 1.500% 6/1 | 53.41M | PRN | $50.47M 1.61% | 53.41M | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 1.86M | SH | $50.47M 1.61% | 1.86M | 0.00 | 0.00 |
INSPIRE MED SYS INCSOLE | COM | 540.89K | SH | $49.89M 1.60% | 540.89K | 0.00 | 0.00 |
KRYSTAL BIOTECH INCSOLE | COM | 202.10K | SH | $49.83M 1.59% | 202.10K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 83.42K | SH | $47.24M 1.51% | 83.42K | 0.00 | 0.00 |
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