The Analysis of BRAIDWELL LP's Holdings


Currently, BRAIDWELL LP holds 73 types of securities in its portfolio with a total value $3.4B. In the most recent quarter, they have increased their positions in SLNO (+1.3M shares, valued at $86.7M), N/A (+70.5M shares, valued at $70.1M), ACAD (+2.4M shares, valued at $50.8M); decreased their positions in ARGX (-118.4K shares, valued at $87.3M), ADPT (-3.1M shares, valued at $46.8M), NBIX (-280.1K shares, valued at $39.3M); initiated new positions in SLNO (+1.3M shares, valued at $86.7M), ACAD (+2.4M shares, valued at $50.8M), HNGE (+910.5K shares, valued at $44.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
GUARDANT HEALTH INC GUARDANT HEALTH INC219.5M shares0.00%2025-09-302025-11-14history
CAI CARIS LIFE SCIENCES INC7.3M shares0.00%2025-09-302025-11-14history
NOVOCURE LTD NOVOCURE LTD211.4M shares50.08%2025-09-302025-11-14history
XENE XENON PHARMACEUTICALS INC3.6M shares0.00%2025-09-302025-11-14history
CGON CG ONCOLOGY INC3.3M shares0.00%2025-09-302025-11-14history
NBIX NEUROCRINE BIOSCIENCES INC880.3K shares-24.14%2025-09-302025-11-14history
REPLIGEN CORP REPLIGEN CORP101.0M shares0.00%2025-09-302025-11-14history
KRYS KRYSTAL BIOTECH INC520.4K shares-28.50%2025-09-302025-11-14history
Sponsored
NUVL NUVALENT INC1.0M shares-13.85%2025-09-302025-11-14history
NEOGENOMICS INC NEOGENOMICS INC100.4M shares-0.99%2025-09-302025-11-14history
SLNO SOLENO THERAPEUTICS INC1.3M sharesnew addition2025-09-302025-11-14history
IRHYTHM TECHNOLOGIES INC IRHYTHM TECHNOLOGIES INC62.0M shares-11.43%2025-09-302025-11-14history
EWTX EDGEWISE THERAPEUTICS INC5.2M shares0.00%2025-09-302025-11-14history
IRONWOOD PHARMACEUTICALS INC IRONWOOD PHARMACEUTICALS INC82.1M shares-11.43%2025-09-302025-11-14history
INSP INSPIRE MED SYS INC883.7K shares69.17%2025-09-302025-11-14history
GKOS GLAUKOS CORP780.2K shares29.29%2025-09-302025-11-14history
Sponsored
DHR DANAHER CORPORATION309.3K shares0.00%2025-09-302025-11-14history
LEGN LEGEND BIOTECH CORP1.8M shares-28.16%2025-09-302025-11-14history
ISRG INTUITIVE SURGICAL INC130.2K shares45.34%2025-09-302025-11-14history
APGE APOGEE THERAPEUTICS INC1.4M shares-2.69%2025-09-302025-11-14history
ARGX ARGENX SE76.1K shares-60.88%2025-09-302025-11-14history
TMO THERMO FISHER SCIENTIFIC INC113.9K shares-15.75%2025-09-302025-11-14history
ALGN ALIGN TECHNOLOGY INC409.7K shares-17.52%2025-09-302025-11-14history
ACAD ACADIA PHARMACEUTICALS INC2.4M sharesnew addition2025-09-302025-11-14history
Sponsored
HNGE HINGE HEALTH INC910.5K sharesnew addition2025-09-302025-11-14history
SYRE SPYRE THERAPEUTICS INC2.6M shares0.00%2025-09-302025-11-14history
TMDX TRANSMEDICS GROUP INC351.2K shares37.72%2025-09-302025-11-14history
IRTC IRHYTHM TECHNOLOGIES INC225.8K shares-24.73%2025-09-302025-11-14history
PEN PENUMBRA INC141.5K shares9.18%2025-09-302025-11-14history
KARYOPHARM THERAPEUTICS INC KARYOPHARM THERAPEUTICS INC48.5M shares0.00%2025-09-302025-11-14history
DYN DYNE THERAPEUTICS INC2.7M shares-16.58%2025-09-302025-11-14history
CVS CVS HEALTH CORP438.6K sharesnew addition2025-09-302025-11-14history
Sponsored
DNTH DIANTHUS THERAPEUTICS INC835.1K sharesnew addition2025-09-302025-11-14history
CDNA CAREDX INC2.2M sharesnew addition2025-09-302025-11-14history
BMRN BIOMARIN PHARMACEUTICAL INC528.0K sharesnew addition2025-09-302025-11-14history
GMED GLOBUS MED INC498.0K shares101.46%2025-09-302025-11-14history
ORKA ORUKA THERAPEUTICS INC1.4M shares-9.34%2025-09-302025-11-14history
RGEN REPLIGEN CORP195.7K shares35.35%2025-09-302025-11-14history
KNSA KINIKSA PHARMACEUTICALS INTL643.2K shares-41.67%2025-09-302025-11-14history
THC TENET HEALTHCARE CORP121.7K sharesnew addition2025-09-302025-11-14history
Sponsored
MRVI MARAVAI LIFESCIENCES HLDGS I8.4M shares0.00%2025-09-302025-11-14history
EXAS EXACT SCIENCES CORP414.6K sharesnew addition2025-09-302025-11-14history
AKRO AKERO THERAPEUTICS INC475.4K sharesnew addition2025-09-302025-11-14history
ATEC ALPHATEC HLDGS INC1.5M shares-58.33%2025-09-302025-11-14history
KIDS ORTHOPEDIATRICS CORP1.1M shares0.00%2025-09-302025-11-14history
VKTX VIKING THERAPEUTICS INC759.5K shares-47.17%2025-09-302025-11-14history
CSTL CASTLE BIOSCIENCES INC822.7K shares0.00%2025-09-302025-11-14history
DRUG BRIGHT MINDS BIOSCIENCES INC303.7K sharesnew addition2025-09-302025-11-14history
Sponsored
RARE ULTRAGENYX PHARMACEUTICAL IN588.7K sharesnew addition2025-09-302025-11-14history
HROW HARROW INC342.4K shares-60.75%2025-09-302025-11-14history
SRPT SAREPTA THERAPEUTICS INC832.1K sharesnew addition2025-09-302025-11-14history
KYMR KYMERA THERAPEUTICS INC276.7K sharesnew addition2025-09-302025-11-14history
ENGN ENGENE HOLDINGS INC2.3M sharesnew addition2025-09-302025-11-14history
DAWN DAY ONE BIOPHARMACEUTICALS I2.2M shares0.00%2025-09-302025-11-14history
CLDX CELLDEX THERAPEUTICS INC NEW591.7K sharesnew addition2025-09-302025-11-14history
XNCR XENCOR INC1.2M shares-24.73%2025-09-302025-11-14history
Sponsored
RNA AVIDITY BIOSCIENCES INC331.9K sharesnew addition2025-09-302025-11-14history
EHC ENCOMPASS HEALTH CORP113.3K sharesnew addition2025-09-302025-11-14history
VERA VERA THERAPEUTICS INC472.7K sharesnew addition2025-09-302025-11-14history
NEO NEOGENOMICS INC1.8M sharesnew addition2025-09-302025-11-14history
DEXCOM INC DEXCOM INC13.5M shares-27.03%2025-09-302025-11-14history
TECX TECTONIC THERAPEUTIC INC736.9K sharesnew addition2025-09-302025-11-14history
REPL REPLIMUNE GROUP INC2.8M shares550.31%2025-09-302025-11-14history
ADPT ADAPTIVE BIOTECHNOLOGIES COR736.0K shares-80.95%2025-09-302025-11-14history
Sponsored
ZURA ZURA BIO LTD2.5M shares0.00%2025-09-302025-11-14history
SION SIONNA THERAPEUTICS INC314.0K shares-70.97%2025-09-302025-11-14history
AMLX AMYLYX PHARMACEUTICALS INC612.8K sharesnew addition2025-09-302025-11-14history
RPRX ROYALTY PHARMA PLC182.1K sharesnew addition2025-09-302025-11-14history
IMMUNOCORE HLDGS PLC IMMUNOCORE HLDGS PLC6.8M shares-74.55%2025-09-302025-11-14history
FULC FULCRUM THERAPEUTICS INC219.5K sharesnew addition2025-09-302025-11-14history
SRZN SURROZEN INC140.0K shares0.00%2025-09-302025-11-14history
HTFL HEARTFLOW INC50.0K sharesnew addition2025-09-302025-11-14history
Sponsored
LUNG PULMONX CORP752.5K shares0.00%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available