Braidwell LP
STAMFORD, CT
$2.6bn in 83 US stocks at the end of 30 June 2026. The top 10 are 32.5% of the money. It changed about 29.4% of the portfolio this quarter.
Value
$2.6bn
Stocks
83
Top 10 share
32.5%
Turnover
29.4%
What changed this quarter
New
Bought for the first time this quarter.
- HumanaHUM1.7% of the fund
- Maze TherapeuticsMAZE1.3% of the fund
- Avalo TherapeuticsAVTX1.2% of the fund
- Alamar BiosciencesALMR1.1% of the fund
- Oruka TherapeuticsORKA1.0% of the fund
- Avalyn PharmaAVLN1.0% of the fund
- Immunocore HldgsIMCR0.6% of the fund
- Ovid TherapeuticsOVID0.6% of the fund
- MannkindMNKD0.6% of the fund
- uniQureQURE0.5% of the fund
- Oculis Holding AGOCS0.4% of the fund
- Seaport TherapeuticsSPTX0.4% of the fund
- ImmunicIMUX0.4% of the fund
- Quest DiagnosticsDGX0.4% of the fund
- Adlai NortyeANL0.4% of the fund
- Tenax TherapeuticsTENX0.3% of the fund
- KardiganKARD0.3% of the fund
- Amanat AcquisitionAMAN0.3% of the fund
- Hemab Therapeutics HoldingsCOAG0.2% of the fund
- GH ResearchGHRS0.2% of the fund
- WatersWAT0.2% of the fund
- Research Alliance Corp IIIRACC0.2% of the fund
- JATT II AcquisitionJATT0.1% of the fund
- Cyclerion Therapeutics<0.1% of the fund
Added
Bought more of a stock they already held.
- Caris Life SciencesCAI5.6% of the fund+3%
- iRhythm HoldingsIRTC3.0% of the fund+7%
- Alphatec HoldingsATEC2.2% of the fund+201%
- Kymera TherapeuticsKYMR1.7% of the fund+12%
- Rhythm PharmaceuticalsRYTM1.6% of the fund+23%
- Damora Therapeutics1.6% of the fund+81%
- TransMedics GroupTMDX1.6% of the fund+85%
- Climb BioCLYM1.4% of the fund+83%
- Acadia Healthcare CompanyACHC1.3% of the fund+77%
- Nektar TherapeuticsNKTR1.3% of the fund+113%
- Corvus PharmaceuticalsCRVS1.2% of the fund+21%
- DanaherDHR1.1% of the fund+8%
- Aveanna Healthcare HoldingsAVAH1.0% of the fund+39%
- Boston ScientificBSX1.0% of the fund+70%
- Vera TherapeuticsVERA0.9% of the fund+8%
- RepligenRGEN0.9% of the fund+273%
- Oric PharmaceuticalsORIC0.5% of the fund+8%
- Aclaris TherapeuticsACRS0.4% of the fund+26%
- Vor BiopharmaVOR0.4% of the fund+23%
Cut
Sold some of their stake.
- Hinge HealthHNGE4.2% of the fund-9%
- GlaukosGKOS3.2% of the fund-22%
- Edgewise TherapeuticsEWTX3.1% of the fund-15%
- Spyre TherapeuticsSYRE3.0% of the fund-6%
- NeogenomicsNEO2.8% of the fund-12%
- Xenon PharmaceuticalsXENE2.6% of the fund-15%
- Monte Rosa TherapeuticsGLUE2.3% of the fund-24%
- Dianthus TherapeuticsDNTH2.2% of the fund-34%
- Neurocrine BiosciencesNBIX2.2% of the fund-48%
- Generate BiomedicinesGENB2.1% of the fund-9%
- Maravai Lifesciences HoldingsMRVI2.1% of the fund-15%
- Krystal BiotechKRYS1.8% of the fund-29%
- Thermo Fisher ScientificTMO1.7% of the fund-4%
- Acadia PharmaceuticalsACAD1.6% of the fund-33%
- BrightSpring Health ServicesBTSG1.6% of the fund-41%
- MBX BiosciencesMBX1.5% of the fund-52%
- CareDxCDNA1.3% of the fund-44%
- Bright Minds BiosciencesDRUG1.3% of the fund-10%
- Nurix TherapeuticsNRIX1.2% of the fund-27%
- Intuitive SurgicalISRG1.1% of the fund-9%
- BioAge LabsBIOA1.0% of the fund-14%
- Guardant HealthGH0.9% of the fund-70%
- NateraNTRA0.8% of the fund-38%
- Elevance HealthELV0.8% of the fund-13%
- Tectonic TherapeuticTECX0.8% of the fund-30%
Sold out
Sold their entire stake.
- Centessa Pharmaceuticals-100%
- Nuvalent-100%
- CG OncologyCGON-100%
- Apogee TherapeuticsAPGE-100%
- PenumbraPEN-100%
- Soleno Therapeutics-100%
- IlluminaILMN-100%
- Biomarin PharmaceuticalBMRN-100%
- Establishment Labs HoldingsESTA-100%
- Fulcrum TherapeuticsFULC-100%
- CVS HealthCVS-100%
- Tarsus PharmaceuticalsTARS-100%
- Engene Holdings-100%
- TG TherapeuticsTGTX-100%
- CenteneCNC-100%
- Compass TherapeuticsCMPX-100%
- Revolution MedicinesRVMD-100%
- GrailGRAL-100%
- Denali TherapeuticsDNLI-100%
- HarrowHROW-100%
- RevvityRVTY-100%
- CelcuityCELC-100%
- Praxis Precision MedicinesPRAX-100%
Holdings
- Generate BiomedicinesGENB
- Share
- 2.1%
- Value
- $55m
- Shares
- 3,283,844
-9%
- Damora Therapeutics
- Share
- 1.6%
- Value
- $42m
- Shares
- 1,620,377
+81%
- Bright Minds BiosciencesDRUG
- Share
- 1.3%
- Value
- $34m
- Shares
- 483,822
-10%
- Alamar BiosciencesALMR
- Share
- 1.1%
- Value
- $29m
- Shares
- 1,083,983
New
- Avalyn PharmaAVLN
- Share
- 1.0%
- Value
- $26m
- Shares
- 801,395
New
- Immunocore HldgsIMCR
- Share
- 0.6%
- Value
- $17m
- Shares
- 521,327
New
- Argenx SEARGX
- Share
- 0.6%
- Value
- $16m
- Shares
- 17,707
-79%
- Seaport TherapeuticsSPTX
- Share
- 0.4%
- Value
- $11m
- Shares
- 500,000
New
- Helix Acquisition Corp. IIIHLXC
- Share
- 0.4%
- Value
- $10m
- Shares
- 900,000
Held
- Adlai NortyeANL
- Share
- 0.4%
- Value
- $9m
- Shares
- 795,214
New
- KardiganKARD
- Share
- 0.3%
- Value
- $7m
- Shares
- 300,000
New
- Amanat AcquisitionAMAN
- Share
- 0.3%
- Value
- $7m
- Shares
- 700,000
New
- Hemab Therapeutics HoldingsCOAG
- Share
- 0.2%
- Value
- $6m
- Shares
- 160,000
New
- Research Alliance Corp IIIRACC
- Share
- 0.2%
- Value
- $4m
- Shares
- 400,000
New
- JATT II AcquisitionJATT
- Share
- 0.1%
- Value
- $3m
- Shares
- 250,000
New
- Vyne Therapeutics
- Share
- <0.1%
- Value
- $596,091
- Shares
- 916,077
Held
- Cyclerion Therapeutics
- Share
- <0.1%
- Value
- $531,857
- Shares
- 156,890
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Caris Life SciencesCAI | 5.6% | $147m | 8,256,032 | +3% |
| Hinge HealthHNGE | 4.2% | $110m | 1,330,127 | -9% |
| GlaukosGKOS | 3.2% | $83m | 591,927 | -22% |
| Edgewise TherapeuticsEWTX | 3.1% | $81m | 1,996,965 | -15% |
| Spyre TherapeuticsSYRE | 3.0% | $78m | 879,467 | -6% |
| iRhythm HoldingsIRTC | 3.0% | $78m | 654,262 | +7% |
| NeogenomicsNEO | 2.8% | $72m | 4,918,202 | -12% |
| Kodiak SciencesKOD | 2.7% | $70m | 1,787,318 | Held |
| Xenon PharmaceuticalsXENE | 2.6% | $68m | 1,131,452 | -15% |
| Monte Rosa TherapeuticsGLUE | 2.3% | $59m | 2,451,562 | -24% |
| Dianthus TherapeuticsDNTH | 2.2% | $58m | 594,562 | -34% |
| Neurocrine BiosciencesNBIX | 2.2% | $57m | 336,171 | -48% |
| Alphatec HoldingsATEC | 2.2% | $56m | 6,531,439 | +201% |
| Generate BiomedicinesGENB | 2.1% | $55m | 3,283,844 | -9% |
| Maravai Lifesciences HoldingsMRVI | 2.1% | $54m | 8,702,921 | -15% |
| Krystal BiotechKRYS | 1.8% | $48m | 128,975 | -29% |
| HumanaHUM | 1.7% | $45m | 114,500 | New |
| Thermo Fisher ScientificTMO | 1.7% | $45m | 89,395 | -4% |
| Kymera TherapeuticsKYMR | 1.7% | $43m | 378,163 | +12% |
| Rhythm PharmaceuticalsRYTM | 1.6% | $42m | 381,128 | +23% |
| Damora Therapeutics | 1.6% | $42m | 1,620,377 | +81% |
| Acadia PharmaceuticalsACAD | 1.6% | $42m | 1,646,399 | -33% |
| BrightSpring Health ServicesBTSG | 1.6% | $42m | 596,753 | -41% |
| TransMedics GroupTMDX | 1.6% | $40m | 609,715 | +85% |
| MBX BiosciencesMBX | 1.5% | $39m | 710,880 | -52% |
| Climb BioCLYM | 1.4% | $36m | 2,797,375 | +83% |
| CareDxCDNA | 1.3% | $35m | 1,220,602 | -44% |
| Maze TherapeuticsMAZE | 1.3% | $34m | 1,140,040 | New |
| Bright Minds BiosciencesDRUG | 1.3% | $34m | 483,822 | -10% |
| Acadia Healthcare CompanyACHC | 1.3% | $34m | 1,141,477 | +77% |
| Nektar TherapeuticsNKTR | 1.3% | $33m | 473,617 | +113% |
| Corvus PharmaceuticalsCRVS | 1.2% | $32m | 2,126,298 | +21% |
| Nurix TherapeuticsNRIX | 1.2% | $31m | 1,286,769 | -27% |
| Inspire Medical SystemsINSP | 1.2% | $30m | 677,570 | Held |
| Avalo TherapeuticsAVTX | 1.2% | $30m | 1,629,182 | New |
| Alamar BiosciencesALMR | 1.1% | $29m | 1,083,983 | New |
| DanaherDHR | 1.1% | $29m | 150,627 | +8% |
| Intuitive SurgicalISRG | 1.1% | $28m | 70,137 | -9% |
| Oruka TherapeuticsORKA | 1.0% | $26m | 278,164 | New |
| Avalyn PharmaAVLN | 1.0% | $26m | 801,395 | New |
| Aveanna Healthcare HoldingsAVAH | 1.0% | $26m | 3,065,106 | +39% |
| BioAge LabsBIOA | 1.0% | $25m | 1,033,129 | -14% |
| Boston ScientificBSX | 1.0% | $25m | 587,567 | +70% |
| Vera TherapeuticsVERA | 0.9% | $24m | 564,724 | +8% |
| RepligenRGEN | 0.9% | $24m | 177,100 | +273% |
| Zura BioZURA | 0.9% | $23m | 3,980,295 | Held |
| Guardant HealthGH | 0.9% | $22m | 147,850 | -70% |
| EvolusEOLS | 0.8% | $22m | 3,155,209 | Held |
| NateraNTRA | 0.8% | $22m | 79,500 | -38% |
| OrthopediatricsKIDS | 0.8% | $21m | 1,100,370 | Held |
| Elevance HealthELV | 0.8% | $21m | 53,960 | -13% |
| Tectonic TherapeuticTECX | 0.8% | $21m | 596,900 | -30% |
| Dyne TherapeuticsDYN | 0.8% | $20m | 921,598 | -45% |
| Immunocore HldgsIMCR | 0.6% | $17m | 521,327 | New |
| Argenx SEARGX | 0.6% | $16m | 17,707 | -79% |
| Celldex TherapeuticsCLDX | 0.6% | $16m | 436,646 | -68% |
| Ovid TherapeuticsOVID | 0.6% | $16m | 5,919,464 | New |
| MannkindMNKD | 0.6% | $15m | 3,458,429 | New |
| uniQureQURE | 0.5% | $14m | 301,652 | New |
| X4 PharmaceuticalsXFOR | 0.5% | $14m | 2,922,754 | -11% |
| Oric PharmaceuticalsORIC | 0.5% | $13m | 1,214,540 | +8% |
| Kiniksa Pharmaceuticals InternationalKNSA | 0.5% | $12m | 183,822 | -33% |
| Oculis Holding AGOCS | 0.4% | $12m | 834,183 | New |
| Aclaris TherapeuticsACRS | 0.4% | $11m | 2,142,348 | +26% |
| Seaport TherapeuticsSPTX | 0.4% | $11m | 500,000 | New |
| Vor BiopharmaVOR | 0.4% | $11m | 573,104 | +23% |
| SurrozenSRZN | 0.4% | $10m | 390,753 | Held |
| ImmunicIMUX | 0.4% | $10m | 645,010 | New |
| Helix Acquisition Corp. IIIHLXC | 0.4% | $10m | 900,000 | Held |
| Ionis PharmaceuticalsIONS | 0.4% | $9m | 116,762 | -11% |
| Quest DiagnosticsDGX | 0.4% | $9m | 43,200 | New |
| Adlai NortyeANL | 0.4% | $9m | 795,214 | New |
| Tenax TherapeuticsTENX | 0.3% | $9m | 584,412 | New |
| KardiganKARD | 0.3% | $7m | 300,000 | New |
| Amanat AcquisitionAMAN | 0.3% | $7m | 700,000 | New |
| Hemab Therapeutics HoldingsCOAG | 0.2% | $6m | 160,000 | New |
| GH ResearchGHRS | 0.2% | $6m | 207,240 | New |
| WatersWAT | 0.2% | $5m | 14,040 | New |
| Research Alliance Corp IIIRACC | 0.2% | $4m | 400,000 | New |
| JATT II AcquisitionJATT | 0.1% | $3m | 250,000 | New |
| PulmonxLUNG | <0.1% | $978,303 | 752,541 | Held |
| Vyne Therapeutics | <0.1% | $596,091 | 916,077 | Held |
| Cyclerion Therapeutics | <0.1% | $531,857 | 156,890 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 24.5% since 30 June 2025.
Where the money is
Health care89.0%
Technology4.2%
Industrials2.8%
Financial services0.7%
Other3.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.