Sponsored

The Analysis of BRAIDWELL LP's Holdings & P&L

Currently, BRAIDWELL LP holds 88 types of securities in its portfolio with a total value $3.0B. In the most recent quarter, they have increased their positions in N/A (+61.6M shares, valued at $63.4M), IRTC (+392.8K shares, valued at $46.4M), GH (+499.7K shares, valued at $46.2M); decreased their positions in EWTX (-2.9M shares, valued at $90.2M), N/A (-43.9M shares, valued at $73.9M), CGON (-885.8K shares, valued at $60.0M); initiated new positions in N/A (+61.6M shares, valued at $63.4M), GH (+499.7K shares, valued at $46.2M), N/A (+3.6M shares, valued at $44.9M).

1M P&L

-39.1M-1.51%

3M P&L

+213.1M+9.11%

HY P&L

+210.8M+9.00%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology1.5B

60.5%

2Medical Devices286.4M

11.7%

3Diagnostics & Research251.6M

10.2%

Top Industries by Stock Count

1Biotechnology36 stocks

58.1%

2Diagnostics & Research9 stocks

14.5%

3Medical Devices7 stocks

11.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CAI CARIS LIFE SCIENCES INC8.0M shares2.47%2026-03-312026-05-15

GUARDANT HEALTH INC GUARDANT HEALTH INC61.0M shares-41.87%2026-03-312026-05-15

REPLIGEN CORP REPLIGEN CORP101.0M shares0.00%2026-03-312026-05-15

NEOGENOMICS INC NEOGENOMICS INC100.4M shares0.00%2026-03-312026-05-15

NBIX NEUROCRINE BIOSCIENCES INC652.1K shares-13.23%2026-03-312026-05-15

GKOS GLAUKOS CORP763.5K shares-17.19%2026-03-312026-05-15

CNTA CENTESSA PHARMACEUTICALS PLC2.0M shares-9.21%2026-03-312026-05-15

XENE XENON PHARMACEUTICALS INC1.3M shares-26.66%2026-03-312026-05-15

Sponsored

DNTH DIANTHUS THERAPEUTICS INC899.4K shares-29.40%2026-03-312026-05-15

EWTX EDGEWISE THERAPEUTICS INC2.3M shares-54.95%2026-03-312026-05-15

IRTC IRHYTHM HOLDINGS INC610.2K shares180.75%2026-03-312026-05-15

NUVL NUVALENT INC700.4K shares-14.73%2026-03-312026-05-15

KOD KODIAK SCIENCES INC1.8M shares-12.26%2026-03-312026-05-15

CGON CG ONCOLOGY INC984.8K shares-47.35%2026-03-312026-05-15

ALPHATEC HLDGS INC ALPHATEC HLDGS INC61.6M sharesnew addition2026-03-312026-05-15

ARGX ARGENX SE84.9K shares173.93%2026-03-312026-05-15

Sponsored

HNGE HINGE HEALTH INC1.5M shares11.54%2026-03-312026-05-15

ACAD ACADIA PHARMACEUTICALS INC2.5M shares21.61%2026-03-312026-05-15

GLUE MONTE ROSA THERAPEUTICS INC3.2M shares238.13%2026-03-312026-05-15

KRYS KRYSTAL BIOTECH INC182.4K shares-9.74%2026-03-312026-05-15

SYRE SPYRE THERAPEUTICS INC932.8K shares-42.93%2026-03-312026-05-15

GH GUARDANT HEALTH INC499.7K sharesnew addition2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC92.9K shares15.10%2026-03-312026-05-15

GENERATE BIOMEDICINES INC GENERATE BIOMEDICINES INC3.6M sharesnew addition2026-03-312026-05-15

Sponsored

MBX MBX BIOSCIENCES INC1.5M shares46.52%2026-03-312026-05-15

BTSG BRIGHTSPRING HEALTH SVCS INC1.0M shares-14.99%2026-03-312026-05-15

CLDX CELLDEX THERAPEUTICS INC NEW1.4M shares-27.02%2026-03-312026-05-15

NEO NEOGENOMICS INC5.6M shares21.25%2026-03-312026-05-15

APGE APOGEE THERAPEUTICS INC478.7K shares-16.76%2026-03-312026-05-15

BRIGHT MINDS BIOSCIENCES INC BRIGHT MINDS BIOSCIENCES INC539.7K shares66.39%2026-03-312026-05-15

CDNA CAREDX INC2.2M shares37.09%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC77.3K shares-7.34%2026-03-312026-05-15

Sponsored

INSP INSPIRE MED SYS INC677.6K shares25.27%2026-03-312026-05-15

PEN PENUMBRA INC105.4K shares-4.36%2026-03-312026-05-15

TMDX TRANSMEDICS GROUP INC329.4K shares4.46%2026-03-312026-05-15

SOLENO THERAPEUTICS INC SOLENO THERAPEUTICS INC959.3K shares-19.24%2026-03-312026-05-15

DYN DYNE THERAPEUTICS INC1.7M shares13.78%2026-03-312026-05-15

MRVI MARAVAI LIFESCIENCES HLDGS I10.2M shares22.59%2026-03-312026-05-15

ILMN ILLUMINA INC229.2K shares-15.00%2026-03-312026-05-15

KYMR KYMERA THERAPEUTICS INC337.6K shares-25.69%2026-03-312026-05-15

Sponsored

BMRN BIOMARIN PHARMACEUTICAL INC497.0K shares-17.37%2026-03-312026-05-15

NRIX NURIX THERAPEUTICS INC1.8M shares-19.83%2026-03-312026-05-15

RYTM RHYTHM PHARMACEUTICALS INC310.6K sharesnew addition2026-03-312026-05-15

DHR DANAHER CORP DEL139.3K shares17.85%2026-03-312026-05-15

ESTA ESTABLISHMENT LABS HLDGS INC463.6K sharesnew addition2026-03-312026-05-15

TECX TECTONIC THERAPEUTIC INC847.2K shares-8.67%2026-03-312026-05-15

NTRA NATERA INC129.0K shares15.70%2026-03-312026-05-15

CRVS CORVUS PHARMACEUTICALS INC1.8M sharesnew addition2026-03-312026-05-15

Sponsored

FULC FULCRUM THERAPEUTICS INC3.1M shares2.41%2026-03-312026-05-15

ZURA ZURA BIO LTD4.0M shares25.42%2026-03-312026-05-15

ATEC ALPHATEC HLDGS INC2.2M sharesnew addition2026-03-312026-05-15

DAMORA THERAPEUTICS INC DAMORA THERAPEUTICS INC894.8K sharesnew addition2026-03-312026-05-15

BSX BOSTON SCIENTIFIC CORP346.5K sharesnew addition2026-03-312026-05-15

VERA VERA THERAPEUTICS INC523.8K shares-33.25%2026-03-312026-05-15

BIOA BIOAGE LABS INC1.2M sharesnew addition2026-03-312026-05-15

CVS CVS HEALTH CORP290.7K shares-48.48%2026-03-312026-05-15

Sponsored

TARS TARSUS PHARMACEUTICALS INC265.7K sharesnew addition2026-03-312026-05-15

ELV ELEVANCE HEALTH INC FORMERLY62.1K sharesnew addition2026-03-312026-05-15

KIDS ORTHOPEDIATRICS CORP1.1M shares0.00%2026-03-312026-05-15

ENGENE HOLDINGS INC ENGENE HOLDINGS INC2.5M shares-21.54%2026-03-312026-05-15

NEKTAR THERAPEUTICS NEKTAR THERAPEUTICS222.7K sharesnew addition2026-03-312026-05-15

ACHC ACADIA HEALTHCARE COMPANY IN645.9K sharesnew addition2026-03-312026-05-15

ORIC ORIC PHARMACEUTICALS INC1.1M sharesnew addition2026-03-312026-05-15

AVAH AVEANNA HEALTHCARE HLDGS INC2.2M sharesnew addition2026-03-312026-05-15

Sponsored

XFOR X4 PHARMACEUTICALS INC3.3M shares-2.85%2026-03-312026-05-15

ZENAS BIOPHARMA INC ZENAS BIOPHARMA INC13.0M sharesnew addition2026-03-312026-05-15

KINIKSA PHARMACEUTICALS INTL KINIKSA PHARMACEUTICALS INTL272.5K shares-13.16%2026-03-312026-05-15

EOLS EVOLUS INC3.1M shares0.00%2026-03-312026-05-15

TGTX TG THERAPEUTICS INC358.8K sharesnew addition2026-03-312026-05-15

SURROZEN INC SURROZEN INC396.1K shares-15.72%2026-03-312026-05-15

CNC CENTENE CORP DEL330.0K sharesnew addition2026-03-312026-05-15

CLYM CLIMB BIO INC1.5M sharesnew addition2026-03-312026-05-15

Sponsored

CMPX COMPASS THERAPEUTICS INC2.0M shares-29.48%2026-03-312026-05-15

IONS IONIS PHARMACEUTICALS INC130.9K sharesnew addition2026-03-312026-05-15

HELIX ACQUISITION CORP III HELIX ACQUISITION CORP III900.0K sharesnew addition2026-03-312026-05-15

VOR VOR BIOPHARMA INC466.8K sharesnew addition2026-03-312026-05-15

RVMD REVOLUTION MEDICINES INC84.9K sharesnew addition2026-03-312026-05-15

GRAL GRAIL INC142.8K shares0.00%2026-03-312026-05-15

ACRS ACLARIS THERAPEUTICS INC1.7M sharesnew addition2026-03-312026-05-15

DNLI DENALI THERAPEUTICS INC296.3K sharesnew addition2026-03-312026-05-15

Sponsored

RGEN REPLIGEN CORP47.5K shares-41.92%2026-03-312026-05-15

HROW HARROW INC156.4K shares-47.03%2026-03-312026-05-15

RVTY REVVITY INC48.4K sharesnew addition2026-03-312026-05-15

CELC CELCUITY INC29.2K sharesnew addition2026-03-312026-05-15

PRAXIS PRECISION MEDICINES I PRAXIS PRECISION MEDICINES I10.0K sharesnew addition2026-03-312026-05-15

ARROWHEAD PHARMACEUTICALS IN ARROWHEAD PHARMACEUTICALS IN2.3M sharesnew addition2026-03-312026-05-15

LUNG PULMONX CORP752.5K shares0.00%2026-03-312026-05-15

VYNE THERAPEUTICS INC VYNE THERAPEUTICS INC916.1K sharesnew addition2026-03-312026-05-15

Sponsored

CAI

CARIS LIFE SCIENCES INC

2.47%

Shares8.0M

Event2026-03-31

Filed2026-05-15

GUARDANT HEALTH INC

-41.87%

Shares61.0M

Event2026-03-31

Filed2026-05-15

REPLIGEN CORP

0.00%

Shares101.0M

Event2026-03-31

Filed2026-05-15

NEOGENOMICS INC

0.00%

Shares100.4M

Event2026-03-31

Filed2026-05-15

NBIX

NEUROCRINE BIOSCIENCES INC

-13.23%

Shares652.1K

Event2026-03-31

Filed2026-05-15

GKOS

GLAUKOS CORP

-17.19%

Shares763.5K

Event2026-03-31

Filed2026-05-15

CNTA

CENTESSA PHARMACEUTICALS PLC

-9.21%

Shares2.0M

Event2026-03-31

Filed2026-05-15

XENE

XENON PHARMACEUTICALS INC

-26.66%

Shares1.3M

Event2026-03-31

Filed2026-05-15

DNTH

DIANTHUS THERAPEUTICS INC

-29.40%

Shares899.4K

Event2026-03-31

Filed2026-05-15

EWTX

EDGEWISE THERAPEUTICS INC

-54.95%

Shares2.3M

Event2026-03-31

Filed2026-05-15

IRTC

IRHYTHM HOLDINGS INC

180.75%

Shares610.2K

Event2026-03-31

Filed2026-05-15

NUVL

NUVALENT INC

-14.73%

Shares700.4K

Event2026-03-31

Filed2026-05-15

KOD

KODIAK SCIENCES INC

-12.26%

Shares1.8M

Event2026-03-31

Filed2026-05-15

CGON

CG ONCOLOGY INC

-47.35%

Shares984.8K

Event2026-03-31

Filed2026-05-15

ALPHATEC HLDGS INC

New

Shares61.6M

Event2026-03-31

Filed2026-05-15

ARGX

ARGENX SE

173.93%

Shares84.9K

Event2026-03-31

Filed2026-05-15

HNGE

HINGE HEALTH INC

11.54%

Shares1.5M

Event2026-03-31

Filed2026-05-15

ACAD

ACADIA PHARMACEUTICALS INC

21.61%

Shares2.5M

Event2026-03-31

Filed2026-05-15

GLUE

MONTE ROSA THERAPEUTICS INC

238.13%

Shares3.2M

Event2026-03-31

Filed2026-05-15

KRYS

KRYSTAL BIOTECH INC

-9.74%

Shares182.4K

Event2026-03-31

Filed2026-05-15

SYRE

SPYRE THERAPEUTICS INC

-42.93%

Shares932.8K

Event2026-03-31

Filed2026-05-15

GUARDANT HEALTH INC

New

Shares499.7K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

15.10%

Shares92.9K

Event2026-03-31

Filed2026-05-15

GENERATE BIOMEDICINES INC

New

Shares3.6M

Event2026-03-31

Filed2026-05-15

MBX

MBX BIOSCIENCES INC

46.52%

Shares1.5M

Event2026-03-31

Filed2026-05-15

BTSG

BRIGHTSPRING HEALTH SVCS INC

-14.99%

Shares1.0M

Event2026-03-31

Filed2026-05-15

CLDX

CELLDEX THERAPEUTICS INC NEW

-27.02%

Shares1.4M

Event2026-03-31

Filed2026-05-15

NEO

NEOGENOMICS INC

21.25%

Shares5.6M

Event2026-03-31

Filed2026-05-15

APGE

APOGEE THERAPEUTICS INC

-16.76%

Shares478.7K

Event2026-03-31

Filed2026-05-15

BRIGHT MINDS BIOSCIENCES INC

66.39%

Shares539.7K

Event2026-03-31

Filed2026-05-15

CDNA

CAREDX INC

37.09%

Shares2.2M

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGICAL INC

-7.34%

Shares77.3K

Event2026-03-31

Filed2026-05-15

INSP

INSPIRE MED SYS INC

25.27%

Shares677.6K

Event2026-03-31

Filed2026-05-15

PEN

PENUMBRA INC

-4.36%

Shares105.4K

Event2026-03-31

Filed2026-05-15

TMDX

TRANSMEDICS GROUP INC

4.46%

Shares329.4K

Event2026-03-31

Filed2026-05-15

SOLENO THERAPEUTICS INC

-19.24%

Shares959.3K

Event2026-03-31

Filed2026-05-15

DYN

DYNE THERAPEUTICS INC

13.78%

Shares1.7M

Event2026-03-31

Filed2026-05-15

MRVI

MARAVAI LIFESCIENCES HLDGS I

22.59%

Shares10.2M

Event2026-03-31

Filed2026-05-15

ILMN

ILLUMINA INC

-15.00%

Shares229.2K

Event2026-03-31

Filed2026-05-15

KYMR

KYMERA THERAPEUTICS INC

-25.69%

Shares337.6K

Event2026-03-31

Filed2026-05-15

BMRN

BIOMARIN PHARMACEUTICAL INC

-17.37%

Shares497.0K

Event2026-03-31

Filed2026-05-15

NRIX

NURIX THERAPEUTICS INC

-19.83%

Shares1.8M

Event2026-03-31

Filed2026-05-15

RYTM

RHYTHM PHARMACEUTICALS INC

New

Shares310.6K

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP DEL

17.85%

Shares139.3K

Event2026-03-31

Filed2026-05-15

ESTA

ESTABLISHMENT LABS HLDGS INC

New

Shares463.6K

Event2026-03-31

Filed2026-05-15

TECX

TECTONIC THERAPEUTIC INC

-8.67%

Shares847.2K

Event2026-03-31

Filed2026-05-15

NTRA

NATERA INC

15.70%

Shares129.0K

Event2026-03-31

Filed2026-05-15

CRVS

CORVUS PHARMACEUTICALS INC

New

Shares1.8M

Event2026-03-31

Filed2026-05-15

FULC

FULCRUM THERAPEUTICS INC

2.41%

Shares3.1M

Event2026-03-31

Filed2026-05-15

ZURA

ZURA BIO LTD

25.42%

Shares4.0M

Event2026-03-31

Filed2026-05-15

ATEC

ALPHATEC HLDGS INC

New

Shares2.2M

Event2026-03-31

Filed2026-05-15

DAMORA THERAPEUTICS INC

New

Shares894.8K

Event2026-03-31

Filed2026-05-15

BSX

BOSTON SCIENTIFIC CORP

New

Shares346.5K

Event2026-03-31

Filed2026-05-15

VERA

VERA THERAPEUTICS INC

-33.25%

Shares523.8K

Event2026-03-31

Filed2026-05-15

BIOA

BIOAGE LABS INC

New

Shares1.2M

Event2026-03-31

Filed2026-05-15

CVS

CVS HEALTH CORP

-48.48%

Shares290.7K

Event2026-03-31

Filed2026-05-15

TARS

TARSUS PHARMACEUTICALS INC

New

Shares265.7K

Event2026-03-31

Filed2026-05-15

ELV

ELEVANCE HEALTH INC FORMERLY

New

Shares62.1K

Event2026-03-31

Filed2026-05-15

KIDS

ORTHOPEDIATRICS CORP

0.00%

Shares1.1M

Event2026-03-31

Filed2026-05-15

ENGENE HOLDINGS INC

-21.54%

Shares2.5M

Event2026-03-31

Filed2026-05-15

NEKTAR THERAPEUTICS

New

Shares222.7K

Event2026-03-31

Filed2026-05-15

ACHC

ACADIA HEALTHCARE COMPANY IN

New

Shares645.9K

Event2026-03-31

Filed2026-05-15

ORIC

ORIC PHARMACEUTICALS INC

New

Shares1.1M

Event2026-03-31

Filed2026-05-15

AVAH

AVEANNA HEALTHCARE HLDGS INC

New

Shares2.2M

Event2026-03-31

Filed2026-05-15

XFOR

X4 PHARMACEUTICALS INC

-2.85%

Shares3.3M

Event2026-03-31

Filed2026-05-15

ZENAS BIOPHARMA INC

New

Shares13.0M

Event2026-03-31

Filed2026-05-15

KINIKSA PHARMACEUTICALS INTL

-13.16%

Shares272.5K

Event2026-03-31

Filed2026-05-15

EOLS

EVOLUS INC

0.00%

Shares3.1M

Event2026-03-31

Filed2026-05-15

TGTX

TG THERAPEUTICS INC

New

Shares358.8K

Event2026-03-31

Filed2026-05-15

SURROZEN INC

-15.72%

Shares396.1K

Event2026-03-31

Filed2026-05-15

CNC

CENTENE CORP DEL

New

Shares330.0K

Event2026-03-31

Filed2026-05-15

CLYM

CLIMB BIO INC

New

Shares1.5M

Event2026-03-31

Filed2026-05-15

CMPX

COMPASS THERAPEUTICS INC

-29.48%

Shares2.0M

Event2026-03-31

Filed2026-05-15

IONS

IONIS PHARMACEUTICALS INC

New

Shares130.9K

Event2026-03-31

Filed2026-05-15

HELIX ACQUISITION CORP III

New

Shares900.0K

Event2026-03-31

Filed2026-05-15

VOR

VOR BIOPHARMA INC

New

Shares466.8K

Event2026-03-31

Filed2026-05-15

RVMD

REVOLUTION MEDICINES INC

New

Shares84.9K

Event2026-03-31

Filed2026-05-15

GRAL

GRAIL INC

0.00%

Shares142.8K

Event2026-03-31

Filed2026-05-15

ACRS

ACLARIS THERAPEUTICS INC

New

Shares1.7M

Event2026-03-31

Filed2026-05-15

DNLI

DENALI THERAPEUTICS INC

New

Shares296.3K

Event2026-03-31

Filed2026-05-15

RGEN

REPLIGEN CORP

-41.92%

Shares47.5K

Event2026-03-31

Filed2026-05-15

HROW

HARROW INC

-47.03%

Shares156.4K

Event2026-03-31

Filed2026-05-15

RVTY

REVVITY INC

New

Shares48.4K

Event2026-03-31

Filed2026-05-15

CELC

CELCUITY INC

New

Shares29.2K

Event2026-03-31

Filed2026-05-15

PRAXIS PRECISION MEDICINES I

New

Shares10.0K

Event2026-03-31

Filed2026-05-15

ARROWHEAD PHARMACEUTICALS IN

New

Shares2.3M

Event2026-03-31

Filed2026-05-15

LUNG

PULMONX CORP

0.00%

Shares752.5K

Event2026-03-31

Filed2026-05-15

VYNE THERAPEUTICS INC

New

Shares916.1K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available