Funds › Braidwell LP
Braidwell LP
13F for Q2 2026, filed Aug 14, 2026. 83 positions worth $2.7B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$2.7B
−$294.3M (9.8%) vs Q1 2026
Positions
83
82 in Q1 2026
Top 10 share
31.3%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | CAI Caris Life Sciences, Inc. | 8.26M | $147.1M | 5.4% | +3.1% | 13F ↗ |
| 2 | HNGE Hinge Health, Inc. | 1.33M | $110.4M | 4.1% | -8.6% | 13F ↗ |
| 3 | GKOS Glaukos Corporation | 591,927 | $82.7M | 3.1% | -22.5% | 13F ↗ |
| 4 | EWTX Edgewise Therapeutics, Inc. | 2.00M | $81.1M | 3.0% | -14.9% | 13F ↗ |
| 5 | SYRE Spyre Therapeutics, Inc. | 879,467 | $78.1M | 2.9% | -5.7% | 13F ↗ |
| 6 | IRTC iRhythm Holdings, Inc. | 654,262 | $77.8M | 2.9% | +7.2% | 13F ↗ |
| 7 | NEO NeoGenomics, Inc. | 4.92M | $71.8M | 2.7% | -12.4% | 13F ↗ |
| 8 | KOD Kodiak Sciences Inc | 1.79M | $69.6M | 2.6% | -1.7% | 13F ↗ |
| 9 | XENE Xenon Pharmaceuticals Inc. | 1.13M | $68.3M | 2.5% | -15.5% | 13F ↗ |
| 10 | GLUE Monte Rosa Therapeutics, Inc. | 2.45M | $59.3M | 2.2% | -23.5% | 13F ↗ |
| 11 | DNTH Dianthus Therapeutics, Inc. | 594,562 | $58.0M | 2.1% | -33.9% | 13F ↗ |
| 12 | NBIX Neurocrine Biosciences, Inc. | 336,171 | $56.7M | 2.1% | -48.4% | 13F ↗ |
| 13 | ATEC Alphatec Holdings, Inc. | 6.53M | $56.5M | 2.1% | +201% | 13F ↗ |
| 14 | GENB Generate Biomedicines, Inc. | 3.28M | $55.4M | 2.0% | -8.6% | 13F ↗ |
| 15 | MRVI Maravai LifeSciences Holdings, Inc. | 8.70M | $54.3M | 2.0% | -15.0% | 13F ↗ |
| 16 | KRYS Krystal Biotech, Inc. | 128,975 | $47.9M | 1.8% | -29.3% | 13F ↗ |
| 17 | HUM Humana Inc. | 114,500 | $45.5M | 1.7% | New | 13F ↗ |
| 18 | TMO Thermo Fisher Scientific Inc | 89,395 | $44.8M | 1.7% | -3.8% | 13F ↗ |
| 19 | KYMR Kymera Therapeutics, Inc. | 378,163 | $43.4M | 1.6% | +12.0% | 13F ↗ |
| 20 | RYTM Rhythm Pharmaceuticals, Inc. | 381,128 | $42.3M | 1.6% | +22.7% | 13F ↗ |
| 21 | Damora Therapeutics Inc | 1.62M | $42.1M | 1.6% | +81.1% | 13F ↗ |
| 22 | ACAD ACADIA Pharmaceuticals Inc. | 1.65M | $41.7M | 1.5% | -33.4% | 13F ↗ |
| 23 | BTSG BrightSpring Health Services, Inc. | 596,753 | $41.6M | 1.5% | -41.3% | 13F ↗ |
| 24 | TMDX TransMedics Group, Inc. | 609,715 | $40.5M | 1.5% | +85.1% | 13F ↗ |
| 25 | MBX MBX Biosciences, Inc. | 710,880 | $39.2M | 1.5% | -52.4% | 13F ↗ |
| 26 | CLYM Climb Bio, Inc. | 2.80M | $36.5M | 1.3% | +82.9% | 13F ↗ |
| 27 | CDNA CareDx, Inc. | 1.22M | $34.8M | 1.3% | -43.8% | 13F ↗ |
| 28 | MAZE Maze Therapeutics, Inc. | 1.14M | $34.0M | 1.3% | New | 13F ↗ |
| 29 | DRUG Bright Minds Biosciences Inc. | 483,822 | $34.0M | 1.3% | -10.4% | 13F ↗ |
| 30 | ACHC Acadia Healthcare Company, Inc. | 1.14M | $33.7M | 1.2% | +76.7% | 13F ↗ |
| 31 | NKTR Nektar Therapeutics | 473,617 | $33.1M | 1.2% | +113% | 13F ↗ |
| 32 | CRVS Corvus Pharmaceuticals, Inc. | 2.13M | $31.8M | 1.2% | +21.3% | 13F ↗ |
| 33 | NRIX Nurix Therapeutics, Inc. | 1.29M | $31.2M | 1.2% | -26.5% | 13F ↗ |
| 34 | INSP Inspire Medical Systems, Inc. | 677,570 | $30.2M | 1.1% | Unchanged | 13F ↗ |
| 35 | AVTX Avalo Therapeutics, Inc. | 1.63M | $30.1M | 1.1% | New | 13F ↗ |
| 36 | ALMR Alamar Biosciences, Inc. | 1.08M | $29.4M | 1.1% | New | 13F ↗ |
| 37 | DHR Danaher Corporation | 150,627 | $28.7M | 1.1% | +8.1% | 13F ↗ |
| 38 | ISRG Intuitive Surgical, Inc. | 70,137 | $27.9M | 1.0% | -9.3% | 13F ↗ |
| 39 | ORKA Oruka Therapeutics, Inc. | 278,164 | $26.5M | 1.0% | New | 13F ↗ |
| 40 | AVLN Avalyn Pharma Inc. | 801,395 | $26.4M | 1.0% | New | 13F ↗ |
| 41 | AVAH Aveanna Healthcare Holdings Inc. | 3.07M | $26.3M | 1.0% | +39.1% | 13F ↗ |
| 42 | BIOA BioAge Labs, Inc. | 1.03M | $25.3M | 0.9% | -13.9% | 13F ↗ |
| 43 | BSX Boston Scientific Corporation | 587,567 | $25.1M | 0.9% | +69.6% | 13F ↗ |
| 44 | VERA Vera Therapeutics, Inc. | 564,724 | $24.2M | 0.9% | +7.8% | 13F ↗ |
| 45 | RGEN Repligen Corporation | 177,100 | $24.2M | 0.9% | +273% | 13F ↗ |
| 46 | ZURA Zura Bio Limited | 3.98M | $23.5M | 0.9% | -0.2% | 13F ↗ |
| 47 | GH Guardant Health, Inc. | 147,850 | $22.2M | 0.8% | -70.4% | 13F ↗ |
| 48 | EOLS Evolus, Inc. | 3.16M | $21.9M | 0.8% | +1.6% | 13F ↗ |
| 49 | NTRA Natera, Inc. | 79,500 | $21.6M | 0.8% | -38.4% | 13F ↗ |
| 50 | KIDS OrthoPediatrics Corp. | 1.10M | $21.1M | 0.8% | Unchanged | 13F ↗ |
Showing the top 50 of 83 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
24 new, 20 added to, 34 trimmed, 23 exited, 5 unchanged. By estimated dollars.
New positions (24)
| HUM Humana Inc. | 114,500 | New | $45.5M |
| MAZE Maze Therapeutics, Inc. | 1.14M | New | $34.0M |
| AVTX Avalo Therapeutics, Inc. | 1.63M | New | $30.1M |
| ALMR Alamar Biosciences, Inc. | 1.08M | New | $29.4M |
| ORKA Oruka Therapeutics, Inc. | 278,164 | New | $26.5M |
| AVLN Avalyn Pharma Inc. | 801,395 | New | $26.4M |
| IMCR Immunocore Holdings plc · ADR | 521,327 | New | $16.6M |
| OVID Ovid Therapeutics Inc. | 5.92M | New | $15.9M |
| MNKD MannKind Corporation | 3.46M | New | $14.7M |
| QURE uniQure N.V. | 301,652 | New | $13.9M |
Added to (20)
| ATEC Alphatec Holdings, Inc. | 6.53M | +201% | $37.7M |
| Damora Therapeutics Inc | 1.62M | +81.1% | $18.9M |
| TMDX TransMedics Group, Inc. | 609,715 | +85.1% | $18.6M |
| RGEN Repligen Corporation | 177,100 | +273% | $17.7M |
| NKTR Nektar Therapeutics | 473,617 | +113% | $17.5M |
| CLYM Climb Bio, Inc. | 2.80M | +82.9% | $16.5M |
| ACHC Acadia Healthcare Company, Inc. | 1.14M | +76.7% | $14.6M |
| BSX Boston Scientific Corporation | 587,567 | +69.6% | $10.3M |
| RYTM Rhythm Pharmaceuticals, Inc. | 381,128 | +22.7% | $7.8M |
| AVAH Aveanna Healthcare Holdings Inc. | 3.07M | +39.1% | $7.4M |
Trimmed (34)
| ARGX argenx SE · ADR | 17,707 | -79.2% | -$62.4M |
| NBIX Neurocrine Biosciences, Inc. | 336,171 | -48.4% | -$53.2M |
| GH Guardant Health, Inc. | 147,850 | -70.4% | -$52.8M |
| MBX MBX Biosciences, Inc. | 710,880 | -52.4% | -$43.1M |
| CLDX Celldex Therapeutics, Inc. | 436,646 | -67.8% | -$34.2M |
| DNTH Dianthus Therapeutics, Inc. | 594,562 | -33.9% | -$29.7M |
| BTSG BrightSpring Health Services, Inc. | 596,753 | -41.3% | -$29.3M |
| CDNA CareDx, Inc. | 1.22M | -43.8% | -$27.1M |
| GKOS Glaukos Corporation | 591,927 | -22.5% | -$24.0M |
| ACAD ACADIA Pharmaceuticals Inc. | 1.65M | -33.4% | -$20.9M |
Exited (23)
| Centessa Pharmaceuticals plc ADR | 1.99M | Exited | -$78.9M |
| Nuvalent Inc | 700,429 | Exited | -$71.8M |
| CGON CG Oncology, Inc. | 984,783 | Exited | -$66.7M |
| Apogee Therapeutics Inc | 478,667 | Exited | -$40.3M |
| PEN Penumbra, Inc. | 105,352 | Exited | -$34.6M |
| Soleno Therapeutics Inc | 959,259 | Exited | -$32.1M |
| ILMN Illumina, Inc. | 229,215 | Exited | -$28.3M |
| BMRN BioMarin Pharmaceutical Inc. | 497,020 | Exited | -$28.1M |
| ESTA Establishment Labs Holdings Inc. | 463,600 | Exited | -$26.3M |
| FULC Fulcrum Therapeutics, Inc. | 3.13M | Exited | -$24.0M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer