BRAIDWELL LP — 13F Holdings & Portfolio
CIK 1920938 · latest 13F-HR filed 2026-08-14
BRAIDWELL LP manages $2.70B in 13F-reported U.S. long-equity assets across 86 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CAI (5.44%), HNGE (4.08%), GKOS (3.06%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 24 new positions, exited 26, added to 30, and trimmed 21.
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.
$2.70B
Long-equity book
86
Distinct positions
2026-06-30
Filed 2026-08-14
+24 / −26 / ↑30 / ↓21
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Share-count changes vs the prior 13F.
Top Adds (vs prior quarter)
- HINGE HEALTH INC$54.3M +96.8%
- ALPHATEC HLDGS INC$32.9M +139.0%
- SPYRE THERAPEUTICS INC$31.0M +65.9%
- NEOGENOMICS INC$30.1M +72.2%
- CLIMB BIO INC$26.0M +248.1%
Top Trims
- REPLIGEN CORP-$82.2M -83.3%
- NEOGENOMICS INC-$75.0M -81.6%
- ARGENX SE-$45.6M -73.5%
- NEUROCRINE BIOSCIENCES INC-$29.3M -34.1%
- CELLDEX THERAPEUTICS INC NEW-$26.8M -62.2%
New Positions
- HUMANA INC$45.5M
- MAZE THERAPEUTICS INC$34.0M
- AVALO THERAPEUTICS INC$30.1M
- ALAMAR BIOSCIENCES INC$29.4M
- ORUKA THERAPEUTICS INC$26.5M
Exited Positions
- GUARDANT HEALTH INC$102.6M
- CENTESSA PHARMACEUTICALS PLC$78.9M
- NUVALENT INC$71.8M
- CG ONCOLOGY INC$66.7M
- APOGEE THERAPEUTICS INC$40.3M
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 | $147.1M | 5.44% | 8,256,032 | SH |
| 2 | HINGE HEALTH INC | HNGE | 433313103 | $110.4M | 4.08% | 1,330,127 | SH |
| 3 | GLAUKOS CORP | GKOS | 377322102 | $82.7M | 3.06% | 591,927 | SH |
| 4 | EDGEWISE THERAPEUTICS INC | EWTX | 28036F105 | $81.1M | 3.00% | 1,996,965 | SH |
| 5 | SPYRE THERAPEUTICS INC | SYRE | 00773J202 | $78.1M | 2.89% | 879,467 | SH |
| 6 | IRHYTHM HOLDINGS INC | IRTC | 450056106 | $77.8M | 2.88% | 654,262 | SH |
| 7 | NEOGENOMICS INC | NEO | 64049M209 | $71.8M | 2.65% | 4,918,202 | SH |
| 8 | KODIAK SCIENCES INC | KOD | 50015M109 | $69.6M | 2.58% | 1,787,318 | SH |
| 9 | XENON PHARMACEUTICALS INC | XENE | 98420N105 | $68.3M | 2.53% | 1,131,452 | SH |
| 10 | ALPHATEC HLDGS INC | ATEC | 02081GAD4 | $66.2M | 2.45% | 69,121,000 | PRN |
| 11 | MONTE ROSA THERAPEUTICS INC | GLUE | 61225M102 | $59.3M | 2.19% | 2,451,562 | SH |
| 12 | DIANTHUS THERAPEUTICS INC | DNTH | 252828108 | $58.0M | 2.14% | 594,562 | SH |
| 13 | NEUROCRINE BIOSCIENCES INC | NBIX | 64125C109 | $56.7M | 2.10% | 336,171 | SH |
| 14 | ALPHATEC HLDGS INC | ATEC | 02081G201 | $56.5M | 2.09% | 6,531,439 | SH |
| 15 | GENERATE BIOMEDICINES INC | GENB | 370920100 | $55.4M | 2.05% | 3,283,844 | SH |
| 16 | MARAVAI LIFESCIENCES HLDGS I | MRVI | 56600D107 | $54.3M | 2.01% | 8,702,921 | SH |
| 17 | KRYSTAL BIOTECH INC | KRYS | 501147102 | $47.9M | 1.77% | 128,975 | SH |
| 18 | HUMANA INC | HUM | 444859102 | $45.5M | 1.68% | 114,500 | SH |
| 19 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $44.8M | 1.66% | 89,395 | SH |
| 20 | KYMERA THERAPEUTICS INC | KYMR | 501575104 | $43.4M | 1.60% | 378,163 | SH |
| 21 | RHYTHM PHARMACEUTICALS INC | RYTM | 76243J105 | $42.3M | 1.57% | 381,128 | SH |
| 22 | DAMORA THERAPEUTICS INC | DMRA | 36322Q206 | $42.1M | 1.56% | 1,620,377 | SH |
| 23 | ACADIA PHARMACEUTICALS INC | ACAD | 004225108 | $41.7M | 1.54% | 1,646,399 | SH |
| 24 | BRIGHTSPRING HEALTH SVCS INC | BTSG | 10950A106 | $41.6M | 1.54% | 596,753 | SH |
| 25 | TRANSMEDICS GROUP INC | TMDX | 89377M109 | $40.5M | 1.50% | 609,715 | SH |
| 26 | MBX BIOSCIENCES INC | MBX | 55287L101 | $39.2M | 1.45% | 710,880 | SH |
| 27 | CLIMB BIO INC | CLYM | 28658R106 | $36.5M | 1.35% | 2,797,375 | SH |
| 28 | CAREDX INC | CDNA | 14167L103 | $34.8M | 1.29% | 1,220,602 | SH |
| 29 | MAZE THERAPEUTICS INC | MAZE | 578784100 | $34.0M | 1.26% | 1,140,040 | SH |
| 30 | BRIGHT MINDS BIOSCIENCES INC | DRUG | 10919W405 | $34.0M | 1.26% | 483,822 | SH |
| 31 | ACADIA HEALTHCARE COMPANY IN | ACHC | 00404A109 | $33.7M | 1.25% | 1,141,477 | SH |
| 32 | NEKTAR THERAPEUTICS | NKTR | 640268306 | $33.1M | 1.22% | 473,617 | SH |
| 33 | CORVUS PHARMACEUTICALS INC | CRVS | 221015100 | $31.8M | 1.18% | 2,126,298 | SH |
| 34 | NURIX THERAPEUTICS INC | NRIX | 67080M103 | $31.2M | 1.15% | 1,286,769 | SH |
| 35 | INSPIRE MED SYS INC | INSP | 457730109 | $30.2M | 1.12% | 677,570 | SH |
| 36 | AVALO THERAPEUTICS INC | AVTX | 05338F306 | $30.1M | 1.11% | 1,629,182 | SH |
| 37 | ALAMAR BIOSCIENCES INC | ALMR | 010911105 | $29.4M | 1.09% | 1,083,983 | SH |
| 38 | DANAHER CORP DEL | DHR | 235851102 | $28.7M | 1.06% | 150,627 | SH |
| 39 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $27.9M | 1.03% | 70,137 | SH |
| 40 | ORUKA THERAPEUTICS INC | ORKA | 687604108 | $26.5M | 0.98% | 278,164 | SH |
| 41 | AVALYN PHARMACEUTICALS INC | AVLN | 05348Y105 | $26.4M | 0.98% | 801,395 | SH |
| 42 | AVEANNA HEALTHCARE HLDGS INC | AVAH | 05356F105 | $26.3M | 0.97% | 3,065,106 | SH |
| 43 | BIOAGE LABS INC | BIOA | 09077V100 | $25.3M | 0.94% | 1,033,129 | SH |
| 44 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $25.1M | 0.93% | 587,567 | SH |
| 45 | VERA THERAPEUTICS INC | VERA | 92337R101 | $24.2M | 0.90% | 564,724 | SH |
| 46 | REPLIGEN CORP | RGEN | 759916109 | $24.2M | 0.89% | 177,100 | SH |
| 47 | ZURA BIO LTD | ZURA | G9TY5A101 | $23.5M | 0.87% | 3,980,295 | SH |
| 48 | GUARDANT HEALTH INC | GH | 40131M109 | $22.2M | 0.82% | 147,850 | SH |
| 49 | EVOLUS INC | EOLS | 30052C107 | $21.9M | 0.81% | 3,155,209 | SH |
| 50 | NATERA INC | NTRA | 632307104 | $21.6M | 0.80% | 79,500 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $2.70B | 86 | 0001420506-26-001823 |
| 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 |
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