Filed: 5/15/2026ACC: 0001420506-26-001145
📋 What this filing means
BRAIDWELL LP filed this quarterly 13F‑HR report disclosing 88 equity positions with a total reported market value of $3.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
88
Positions
$3.00B
Total AUM (reported)
442.59M
Total Shares
Allocation by class
COM$1.98B66.1%
COM NEW$306.20M10.2%
DEBT 1.250% 2/1$102.58M3.4%
NOTE 1.000%12/1$98.68M3.3%
NOTE 0.250% 1/1$91.85M3.1%
SPONSORED ADS$78.91M2.6%
CL A$77.18M2.6%
Portfolio Concentration
Top 3$344.46M11.5%
4–10$566.13M18.9%
11–25$844.50M28.2%
Rest$1.24B41.5%
Top 3 weight
11.5%
Top 10 weight
30.4%
Voting Authority Distribution
Total shares with voting rights: 442.59M
Sole
Full voting authority
442.59M
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)
Sole88
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings88
Rows:
CARIS LIFE SCIENCES INC
SOLEShares8.01M
TypeSH
Market value$143.21M
4.78%
Sole
8.01M
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares60.95M
TypePRN
Market value$102.58M
3.42%
Sole
60.95M
Shared
0.00
None
0.00
REPLIGEN CORP
SOLEShares101M
TypePRN
Market value$98.68M
3.29%
Sole
101M
Shared
0.00
None
0.00
NEOGENOMICS INC
SOLEShares100.38M
TypePRN
Market value$91.85M
3.06%
Sole
100.38M
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares652.12K
TypeSH
Market value$85.91M
2.87%
Sole
652.12K
Shared
0.00
None
0.00
GLAUKOS CORP
SOLEShares763.50K
TypeSH
Market value$82.20M
2.74%
Sole
763.50K
Shared
0.00
None
0.00
CENTESSA PHARMACEUTICALS PLC
SOLEShares1.99M
TypeSH
Market value$78.91M
2.63%
Sole
1.99M
Shared
0.00
None
0.00
XENON PHARMACEUTICALS INC
SOLEShares1.34M
TypeSH
Market value$77.83M
2.60%
Sole
1.34M
Shared
0.00
None
0.00
DIANTHUS THERAPEUTICS INC
SOLEShares899.36K
TypeSH
Market value$75.47M
2.52%
Sole
899.36K
Shared
0.00
None
0.00
EDGEWISE THERAPEUTICS INC
SOLEShares2.35M
TypeSH
Market value$73.95M
2.47%
Sole
2.35M
Shared
0.00
None
0.00
IRHYTHM HOLDINGS INC
SOLEShares610.19K
TypeSH
Market value$72.01M
2.40%
Sole
610.19K
Shared
0.00
None
0.00
NUVALENT INC
SOLEShares700.43K
TypeSH
Market value$71.76M
2.39%
Sole
700.43K
Shared
0.00
None
0.00
KODIAK SCIENCES INC
SOLEShares1.82M
TypeSH
Market value$69.33M
2.31%
Sole
1.82M
Shared
0.00
None
0.00
CG ONCOLOGY INC
SOLEShares984.78K
TypeSH
Market value$66.65M
2.22%
Sole
984.78K
Shared
0.00
None
0.00
ALPHATEC HLDGS INC
SOLEShares61.62M
TypePRN
Market value$63.39M
2.11%
Sole
61.62M
Shared
0.00
None
0.00
ARGENX SE
SOLEShares84.94K
TypeSH
Market value$62.03M
2.07%
Sole
84.94K
Shared
0.00
None
0.00
HINGE HEALTH INC
SOLEShares1.46M
TypeSH
Market value$56.11M
1.87%
Sole
1.46M
Shared
0.00
None
0.00
ACADIA PHARMACEUTICALS INC
SOLEShares2.47M
TypeSH
Market value$55.01M
1.84%
Sole
2.47M
Shared
0.00
None
0.00
MONTE ROSA THERAPEUTICS INC
SOLEShares3.21M
TypeSH
Market value$52.75M
1.76%
Sole
3.21M
Shared
0.00
None
0.00
KRYSTAL BIOTECH INC
SOLEShares182.43K
TypeSH
Market value$47.12M
1.57%
Sole
182.43K
Shared
0.00
None
0.00
SPYRE THERAPEUTICS INC
SOLEShares932.82K
TypeSH
Market value$47.05M
1.57%
Sole
932.82K
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares499.71K
TypeSH
Market value$46.16M
1.54%
Sole
499.71K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares92.92K
TypeSH
Market value$45.67M
1.52%
Sole
92.92K
Shared
0.00
None
0.00
GENERATE BIOMEDICINES INC
SOLEShares3.59M
TypeSH
Market value$44.91M
1.50%
Sole
3.59M
Shared
0.00
None
0.00
MBX BIOSCIENCES INC
SOLEShares1.49M
TypeSH
Market value$44.55M
1.49%
Sole
1.49M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARIS LIFE SCIENCES INCSOLE | COM | 8.01M | SH | $143.21M 4.78% | 8.01M | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | DEBT 1.250% 2/1 | 60.95M | PRN | $102.58M 3.42% | 60.95M | 0.00 | 0.00 |
REPLIGEN CORPSOLE | NOTE 1.000%12/1 | 101M | PRN | $98.68M 3.29% | 101M | 0.00 | 0.00 |
NEOGENOMICS INCSOLE | NOTE 0.250% 1/1 | 100.38M | PRN | $91.85M 3.06% | 100.38M | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 652.12K | SH | $85.91M 2.87% | 652.12K | 0.00 | 0.00 |
GLAUKOS CORPSOLE | COM | 763.50K | SH | $82.20M 2.74% | 763.50K | 0.00 | 0.00 |
CENTESSA PHARMACEUTICALS PLCSOLE | SPONSORED ADS | 1.99M | SH | $78.91M 2.63% | 1.99M | 0.00 | 0.00 |
XENON PHARMACEUTICALS INCSOLE | COM | 1.34M | SH | $77.83M 2.60% | 1.34M | 0.00 | 0.00 |
DIANTHUS THERAPEUTICS INCSOLE | COM | 899.36K | SH | $75.47M 2.52% | 899.36K | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 2.35M | SH | $73.95M 2.47% | 2.35M | 0.00 | 0.00 |
IRHYTHM HOLDINGS INCSOLE | COM | 610.19K | SH | $72.01M 2.40% | 610.19K | 0.00 | 0.00 |
NUVALENT INCSOLE | COM | 700.43K | SH | $71.76M 2.39% | 700.43K | 0.00 | 0.00 |
KODIAK SCIENCES INCSOLE | COM | 1.82M | SH | $69.33M 2.31% | 1.82M | 0.00 | 0.00 |
CG ONCOLOGY INCSOLE | COM | 984.78K | SH | $66.65M 2.22% | 984.78K | 0.00 | 0.00 |
ALPHATEC HLDGS INCSOLE | NOTE 0.750% 3/1 | 61.62M | PRN | $63.39M 2.11% | 61.62M | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 84.94K | SH | $62.03M 2.07% | 84.94K | 0.00 | 0.00 |
HINGE HEALTH INCSOLE | CL A | 1.46M | SH | $56.11M 1.87% | 1.46M | 0.00 | 0.00 |
ACADIA PHARMACEUTICALS INCSOLE | COM | 2.47M | SH | $55.01M 1.84% | 2.47M | 0.00 | 0.00 |
MONTE ROSA THERAPEUTICS INCSOLE | COM | 3.21M | SH | $52.75M 1.76% | 3.21M | 0.00 | 0.00 |
KRYSTAL BIOTECH INCSOLE | COM | 182.43K | SH | $47.12M 1.57% | 182.43K | 0.00 | 0.00 |
SPYRE THERAPEUTICS INCSOLE | COM NEW | 932.82K | SH | $47.05M 1.57% | 932.82K | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 499.71K | SH | $46.16M 1.54% | 499.71K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 92.92K | SH | $45.67M 1.52% | 92.92K | 0.00 | 0.00 |
GENERATE BIOMEDICINES INCSOLE | COM SHS | 3.59M | SH | $44.91M 1.50% | 3.59M | 0.00 | 0.00 |
MBX BIOSCIENCES INCSOLE | COM | 1.49M | SH | $44.55M 1.49% | 1.49M | 0.00 | 0.00 |
Page 1 of 4