BRAIDWELL LP — 13F Holdings & Portfolio
CIK 1920938 · latest 13F-HR filed 2026-05-15
BRAIDWELL LP manages $3.00B in 13F-reported U.S. long-equity assets across 88 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CAI (4.78%), GH (3.42%), RGEN (3.29%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 31 new positions, exited 16, added to 14, and trimmed 33.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$3.00B
Long-equity book
88
Distinct positions
2026-03-31
Filed 2026-05-15
+31 / −16 / ↑14 / ↓33
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MONTE ROSA THERAPEUTICS INC$37.9M +254.7%
- ARGENX SE$36.0M +137.9%
- IRHYTHM HOLDINGS INC$33.4M +86.7%
- CENTESSA PHARMACEUTICALS PLC$24.2M +44.2%
- DIANTHUS THERAPEUTICS INC$23.0M +43.8%
Top Trims
- GUARDANT HEALTH INC-$89.7M -46.7%
- CARIS LIFE SCIENCES INC-$67.7M -32.1%
- EDGEWISE THERAPEUTICS INC-$55.4M -42.8%
- CVS HEALTH CORP-$23.9M -53.4%
- SOLENO THERAPEUTICS INC-$22.9M -41.6%
New Positions
- ALPHATEC HLDGS INC$63.4M
- GUARDANT HEALTH INC$46.2M
- GENERATE BIOMEDICINES INC$44.9M
- RHYTHM PHARMACEUTICALS INC$27.0M
- ESTABLISHMENT LABS HLDGS INC$26.3M
Exited Positions
- IRHYTHM TECHNOLOGIES INC$72.8M
- ALIGN TECHNOLOGY INC$59.5M
- IRONWOOD PHARMACEUTICALS INC$50.5M
- RAPT THERAPEUTICS INC$31.5M
- LEGEND BIOTECH CORP$28.2M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | CARIS LIFE SCIENCES INC | CAI | 142152107 | $143.2M | 4.78% | 8,009,447 | SH |
| 2 | GUARDANT HEALTH INC | GH | 40131MAD1 | $102.6M | 3.42% | 60,954,000 | PRN |
| 3 | REPLIGEN CORP | RGEN | 759916AD1 | $98.7M | 3.29% | 101,000,000 | PRN |
| 4 | NEOGENOMICS INC | NEO | 64049MAB6 | $91.8M | 3.06% | 100,381,000 | PRN |
| 5 | NEUROCRINE BIOSCIENCES INC | NBIX | 64125C109 | $85.9M | 2.87% | 652,121 | SH |
| 6 | GLAUKOS CORP | GKOS | 377322102 | $82.2M | 2.74% | 763,505 | SH |
| 7 | CENTESSA PHARMACEUTICALS PLC | CNTA | 152309100 | $78.9M | 2.63% | 1,986,768 | SH |
| 8 | XENON PHARMACEUTICALS INC | XENE | 98420N105 | $77.8M | 2.60% | 1,338,452 | SH |
| 9 | DIANTHUS THERAPEUTICS INC | DNTH | 252828108 | $75.5M | 2.52% | 899,364 | SH |
| 10 | EDGEWISE THERAPEUTICS INC | EWTX | 28036F105 | $73.9M | 2.47% | 2,347,583 | SH |
| 11 | IRHYTHM HOLDINGS INC | IRTC | 450056106 | $72.0M | 2.40% | 610,192 | SH |
| 12 | NUVALENT INC | NUVL | 670703107 | $71.8M | 2.39% | 700,429 | SH |
| 13 | KODIAK SCIENCES INC | KOD | 50015M109 | $69.3M | 2.31% | 1,818,665 | SH |
| 14 | CG ONCOLOGY INC | CGON | 156944100 | $66.7M | 2.22% | 984,783 | SH |
| 15 | ALPHATEC HLDGS INC | ATEC | 02081GAD4 | $63.4M | 2.11% | 61,621,000 | PRN |
| 16 | ARGENX SE | ARGX | 04016X101 | $62.0M | 2.07% | 84,939 | SH |
| 17 | HINGE HEALTH INC | HNGE | 433313103 | $56.1M | 1.87% | 1,455,123 | SH |
| 18 | ACADIA PHARMACEUTICALS INC | ACAD | 004225108 | $55.0M | 1.84% | 2,471,199 | SH |
| 19 | MONTE ROSA THERAPEUTICS INC | GLUE | 61225M102 | $52.7M | 1.76% | 3,206,574 | SH |
| 20 | KRYSTAL BIOTECH INC | KRYS | 501147102 | $47.1M | 1.57% | 182,425 | SH |
| 21 | SPYRE THERAPEUTICS INC | SYRE | 00773J202 | $47.1M | 1.57% | 932,823 | SH |
| 22 | GUARDANT HEALTH INC | GH | 40131M109 | $46.2M | 1.54% | 499,712 | SH |
| 23 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $45.7M | 1.52% | 92,915 | SH |
| 24 | GENERATE BIOMEDICINES INC | GENB | 370920100 | $44.9M | 1.50% | 3,592,999 | SH |
| 25 | MBX BIOSCIENCES INC | MBX | 55287L101 | $44.6M | 1.49% | 1,492,467 | SH |
| 26 | BRIGHTSPRING HEALTH SVCS INC | BTSG | 10950A106 | $43.3M | 1.44% | 1,016,562 | SH |
| 27 | CELLDEX THERAPEUTICS INC NEW | CLDX | 15117B202 | $43.0M | 1.43% | 1,356,082 | SH |
| 28 | NEOGENOMICS INC | NEO | 64049M209 | $41.7M | 1.39% | 5,617,402 | SH |
| 29 | APOGEE THERAPEUTICS INC | APGE | 03770N101 | $40.3M | 1.34% | 478,667 | SH |
| 30 | BRIGHT MINDS BIOSCIENCES INC | DRUG | 10919W405 | $39.4M | 1.31% | 539,708 | SH |
| 31 | CAREDX INC | CDNA | 14167L103 | $37.7M | 1.26% | 2,173,146 | SH |
| 32 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $35.6M | 1.19% | 77,297 | SH |
| 33 | INSPIRE MED SYS INC | INSP | 457730109 | $34.9M | 1.17% | 677,570 | SH |
| 34 | PENUMBRA INC | PEN | 70975L107 | $34.6M | 1.15% | 105,352 | SH |
| 35 | TRANSMEDICS GROUP INC | TMDX | 89377M109 | $32.7M | 1.09% | 329,391 | SH |
| 36 | SOLENO THERAPEUTICS INC | SLNO | 834203309 | $32.1M | 1.07% | 959,259 | SH |
| 37 | DYNE THERAPEUTICS INC | DYN | 26818M108 | $30.5M | 1.02% | 1,681,998 | SH |
| 38 | MARAVAI LIFESCIENCES HLDGS I | MRVI | 56600D107 | $29.0M | 0.97% | 10,240,164 | SH |
| 39 | ILLUMINA INC | ILMN | 452327109 | $28.3M | 0.94% | 229,215 | SH |
| 40 | KYMERA THERAPEUTICS INC | KYMR | 501575104 | $28.1M | 0.94% | 337,559 | SH |
| 41 | BIOMARIN PHARMACEUTICAL INC | BMRN | 09061G101 | $28.1M | 0.94% | 497,020 | SH |
| 42 | NURIX THERAPEUTICS INC | NRIX | 67080M103 | $27.1M | 0.91% | 1,750,766 | SH |
| 43 | RHYTHM PHARMACEUTICALS INC | RYTM | 76243J105 | $27.0M | 0.90% | 310,628 | SH |
| 44 | DANAHER CORP DEL | DHR | 235851102 | $26.4M | 0.88% | 139,327 | SH |
| 45 | ESTABLISHMENT LABS HLDGS INC | ESTA | G31249108 | $26.3M | 0.88% | 463,600 | SH |
| 46 | TECTONIC THERAPEUTIC INC | TECX | 878972108 | $26.2M | 0.87% | 847,151 | SH |
| 47 | NATERA INC | NTRA | 632307104 | $25.8M | 0.86% | 129,000 | SH |
| 48 | CORVUS PHARMACEUTICALS INC | CRVS | 221015100 | $25.6M | 0.86% | 1,752,798 | SH |
| 49 | FULCRUM THERAPEUTICS INC | FULC | 359616109 | $24.0M | 0.80% | 3,134,922 | SH |
| 50 | ZURA BIO LTD | ZURA | G9TY5A101 | $23.7M | 0.79% | 3,988,989 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $3.00B | 88 | 0001420506-26-001145 |
| 2025-12-31 | 2026-02-17 | $3.13B | 73 | 0001420506-26-000586 |
| 2025-09-30 | 2025-11-14 | $3.37B | 73 | 0001420506-25-003410 |