Filed: 8/14/2026ACC: 0001420506-26-001823
📋 What this filing means
BRAIDWELL LP filed this quarterly 13F‑HR report disclosing 86 equity positions with a total reported market value of $2.70B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$2.70B
Total AUM (reported)
210.04M
Total Shares
Allocation by class
COM$1.70B62.8%
COM NEW$457.24M16.9%
CL A$134.63M5.0%
COM SHS$87.66M3.2%
NOTE 0.750% 3/1$66.18M2.4%
COM CL A$54.31M2.0%
COMMON STOCK$40.23M1.5%
Portfolio Concentration
Top 3$340.25M12.6%
4–10$512.91M19.0%
11–25$729.98M27.0%
Rest$1.12B41.4%
Top 3 weight
12.6%
Top 10 weight
31.6%
Voting Authority Distribution
Total shares with voting rights: 210.04M
Sole
Full voting authority
210.04M
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)
Sole86
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings86
Rows:
CARIS LIFE SCIENCES INC
SOLEShares8.26M
TypeSH
Market value$147.12M
5.44%
Sole
8.26M
Shared
0.00
None
0.00
HINGE HEALTH INC
SOLEShares1.33M
TypeSH
Market value$110.40M
4.08%
Sole
1.33M
Shared
0.00
None
0.00
GLAUKOS CORP
SOLEShares591.93K
TypeSH
Market value$82.73M
3.06%
Sole
591.93K
Shared
0.00
None
0.00
EDGEWISE THERAPEUTICS INC
SOLEShares2M
TypeSH
Market value$81.14M
3.00%
Sole
2M
Shared
0.00
None
0.00
SPYRE THERAPEUTICS INC
SOLEShares879.47K
TypeSH
Market value$78.08M
2.89%
Sole
879.47K
Shared
0.00
None
0.00
IRHYTHM HOLDINGS INC
SOLEShares654.26K
TypeSH
Market value$77.82M
2.88%
Sole
654.26K
Shared
0.00
None
0.00
NEOGENOMICS INC
SOLEShares4.92M
TypeSH
Market value$71.76M
2.65%
Sole
4.92M
Shared
0.00
None
0.00
KODIAK SCIENCES INC
SOLEShares1.79M
TypeSH
Market value$69.63M
2.58%
Sole
1.79M
Shared
0.00
None
0.00
XENON PHARMACEUTICALS INC
SOLEShares1.13M
TypeSH
Market value$68.29M
2.53%
Sole
1.13M
Shared
0.00
None
0.00
ALPHATEC HLDGS INC
SOLEShares69.12M
TypePRN
Market value$66.18M
2.45%
Sole
69.12M
Shared
0.00
None
0.00
MONTE ROSA THERAPEUTICS INC
SOLEShares2.45M
TypeSH
Market value$59.33M
2.19%
Sole
2.45M
Shared
0.00
None
0.00
DIANTHUS THERAPEUTICS INC
SOLEShares594.56K
TypeSH
Market value$57.96M
2.14%
Sole
594.56K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares336.17K
TypeSH
Market value$56.66M
2.10%
Sole
336.17K
Shared
0.00
None
0.00
ALPHATEC HLDGS INC
SOLEShares6.53M
TypeSH
Market value$56.50M
2.09%
Sole
6.53M
Shared
0.00
None
0.00
GENERATE BIOMEDICINES INC
SOLEShares3.28M
TypeSH
Market value$55.40M
2.05%
Sole
3.28M
Shared
0.00
None
0.00
MARAVAI LIFESCIENCES HLDGS I
SOLEShares8.70M
TypeSH
Market value$54.31M
2.01%
Sole
8.70M
Shared
0.00
None
0.00
KRYSTAL BIOTECH INC
SOLEShares128.97K
TypeSH
Market value$47.94M
1.77%
Sole
128.97K
Shared
0.00
None
0.00
HUMANA INC
SOLEShares114.50K
TypeSH
Market value$45.48M
1.68%
Sole
114.50K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares89.39K
TypeSH
Market value$44.82M
1.66%
Sole
89.39K
Shared
0.00
None
0.00
KYMERA THERAPEUTICS INC
SOLEShares378.16K
TypeSH
Market value$43.36M
1.60%
Sole
378.16K
Shared
0.00
None
0.00
RHYTHM PHARMACEUTICALS INC
SOLEShares381.13K
TypeSH
Market value$42.32M
1.57%
Sole
381.13K
Shared
0.00
None
0.00
DAMORA THERAPEUTICS INC
SOLEShares1.62M
TypeSH
Market value$42.15M
1.56%
Sole
1.62M
Shared
0.00
None
0.00
ACADIA PHARMACEUTICALS INC
SOLEShares1.65M
TypeSH
Market value$41.65M
1.54%
Sole
1.65M
Shared
0.00
None
0.00
BRIGHTSPRING HEALTH SVCS INC
SOLEShares596.75K
TypeSH
Market value$41.62M
1.54%
Sole
596.75K
Shared
0.00
None
0.00
TRANSMEDICS GROUP INC
SOLEShares609.72K
TypeSH
Market value$40.50M
1.50%
Sole
609.72K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARIS LIFE SCIENCES INCSOLE | COM | 8.26M | SH | $147.12M 5.44% | 8.26M | 0.00 | 0.00 |
HINGE HEALTH INCSOLE | CL A | 1.33M | SH | $110.40M 4.08% | 1.33M | 0.00 | 0.00 |
GLAUKOS CORPSOLE | COM | 591.93K | SH | $82.73M 3.06% | 591.93K | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 2M | SH | $81.14M 3.00% | 2M | 0.00 | 0.00 |
SPYRE THERAPEUTICS INCSOLE | COM NEW | 879.47K | SH | $78.08M 2.89% | 879.47K | 0.00 | 0.00 |
IRHYTHM HOLDINGS INCSOLE | COM | 654.26K | SH | $77.82M 2.88% | 654.26K | 0.00 | 0.00 |
NEOGENOMICS INCSOLE | COM NEW | 4.92M | SH | $71.76M 2.65% | 4.92M | 0.00 | 0.00 |
KODIAK SCIENCES INCSOLE | COM | 1.79M | SH | $69.63M 2.58% | 1.79M | 0.00 | 0.00 |
XENON PHARMACEUTICALS INCSOLE | COM | 1.13M | SH | $68.29M 2.53% | 1.13M | 0.00 | 0.00 |
ALPHATEC HLDGS INCSOLE | NOTE 0.750% 3/1 | 69.12M | PRN | $66.18M 2.45% | 69.12M | 0.00 | 0.00 |
MONTE ROSA THERAPEUTICS INCSOLE | COM | 2.45M | SH | $59.33M 2.19% | 2.45M | 0.00 | 0.00 |
DIANTHUS THERAPEUTICS INCSOLE | COM | 594.56K | SH | $57.96M 2.14% | 594.56K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 336.17K | SH | $56.66M 2.10% | 336.17K | 0.00 | 0.00 |
ALPHATEC HLDGS INCSOLE | COM NEW | 6.53M | SH | $56.50M 2.09% | 6.53M | 0.00 | 0.00 |
GENERATE BIOMEDICINES INCSOLE | COM SHS | 3.28M | SH | $55.40M 2.05% | 3.28M | 0.00 | 0.00 |
MARAVAI LIFESCIENCES HLDGS ISOLE | COM CL A | 8.70M | SH | $54.31M 2.01% | 8.70M | 0.00 | 0.00 |
KRYSTAL BIOTECH INCSOLE | COM | 128.97K | SH | $47.94M 1.77% | 128.97K | 0.00 | 0.00 |
HUMANA INCSOLE | COM | 114.50K | SH | $45.48M 1.68% | 114.50K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 89.39K | SH | $44.82M 1.66% | 89.39K | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | COM | 378.16K | SH | $43.36M 1.60% | 378.16K | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 381.13K | SH | $42.32M 1.57% | 381.13K | 0.00 | 0.00 |
DAMORA THERAPEUTICS INCSOLE | COM NEW | 1.62M | SH | $42.15M 1.56% | 1.62M | 0.00 | 0.00 |
ACADIA PHARMACEUTICALS INCSOLE | COM | 1.65M | SH | $41.65M 1.54% | 1.65M | 0.00 | 0.00 |
BRIGHTSPRING HEALTH SVCS INCSOLE | COM | 596.75K | SH | $41.62M 1.54% | 596.75K | 0.00 | 0.00 |
TRANSMEDICS GROUP INCSOLE | COM | 609.72K | SH | $40.50M 1.50% | 609.72K | 0.00 | 0.00 |
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