Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BRAIDWELL LP (CIK 1920938) reported $3.00B across 82 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CAI ($143.2M, 4.78%), GH ($102.6M, 3.42%), RGEN ($98.7M, 3.29%), NEO ($91.8M, 3.06%), NBIX ($85.9M, 2.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CAI | CARIS LIFE SCIENCES INC | $143.2M | 4.78% | 8.0M | Added |
| 2 | GH | GUARDANT HEALTH INC | $102.6M | 3.42% | 61.0M | Trimmed |
| 3 | RGEN | REPLIGEN CORP | $98.7M | 3.29% | 101.0M | Hold |
| 4 | NEO | NEOGENOMICS INC | $91.8M | 3.06% | 100.4M | Hold |
| 5 | NBIX | NEUROCRINE BIOSCIENCES INC | $85.9M | 2.87% | 652,121 | Trimmed |
| 6 | GKOS | GLAUKOS CORP | $82.2M | 2.74% | 763,505 | Trimmed |
| 7 | CNTA | CENTESSA PHARMACEUTICALS PLC | $78.9M | 2.63% | 2.0M | Trimmed |
| 8 | XENE | XENON PHARMACEUTICALS INC | $77.8M | 2.60% | 1.3M | Trimmed |
| 9 | DNTH | DIANTHUS THERAPEUTICS INC | $75.5M | 2.52% | 899,364 | Trimmed |
| 10 | EWTX | EDGEWISE THERAPEUTICS INC | $73.9M | 2.47% | 2.3M | Trimmed |
| 11 | IRTC | IRHYTHM HOLDINGS INC | $72.0M | 2.40% | 610,192 | Added |
| 12 | NUVL | NUVALENT INC | $71.8M | 2.39% | 700,429 | Trimmed |
| 13 | KOD | KODIAK SCIENCES INC | $69.3M | 2.31% | 1.8M | Trimmed |
| 14 | CGON | CG ONCOLOGY INC | $66.7M | 2.22% | 984,783 | Trimmed |
| 15 | ATEC | ALPHATEC HLDGS INC | $63.4M | 2.11% | 61.6M | New |
| 16 | ARGX | ARGENX SE | $62.0M | 2.07% | 84,939 | Added |
| 17 | HNGE | HINGE HEALTH INC | $56.1M | 1.87% | 1.5M | Added |
| 18 | ACAD | ACADIA PHARMACEUTICALS INC | $55.0M | 1.84% | 2.5M | Added |
| 19 | GLUE | MONTE ROSA THERAPEUTICS INC | $52.7M | 1.76% | 3.2M | Added |
| 20 | KRYS | KRYSTAL BIOTECH INC | $47.1M | 1.57% | 182,425 | Trimmed |
| 21 | SYRE | SPYRE THERAPEUTICS INC | $47.1M | 1.57% | 932,823 | Trimmed |
| 22 | GH | GUARDANT HEALTH INC | $46.2M | 1.54% | 499,712 | New |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC | $45.7M | 1.52% | 92,915 | Added |
| 24 | GENERATE BIOMEDICINES INC | $44.9M | 1.50% | 3.6M | New | |
| 25 | MBX | MBX BIOSCIENCES INC | $44.6M | 1.49% | 1.5M | Added |
Source: SEC Form 13F filings · as of 2026-03-31