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BRAIDWELL LP

Period ended Jun 30, 2026 · Latest filing Aug 14, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Jun 30, 2026: $2,703,471,368

More quarters will appear as history becomes available.

Top holdings

Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. CARIS LIFE SCIENCES INC · COM · 142152107 · shares: $147,122,490
  2. HINGE HEALTH INC · CL A · 433313103 · shares: $110,400,541
  3. GLAUKOS CORP · COM · 377322102 · shares: $82,727,718
  4. EDGEWISE THERAPEUTICS INC · COM · 28036F105 · shares: $81,136,688
  5. SPYRE THERAPEUTICS INC · COM NEW · 00773J202 · shares: $78,079,080
  6. IRHYTHM HOLDINGS INC · COM · 450056106 · shares: $77,824,465
  7. NEOGENOMICS INC · COM NEW · 64049M209 · shares: $71,756,567
  8. KODIAK SCIENCES INC · COM · 50015M109 · shares: $69,633,909
  9. XENON PHARMACEUTICALS INC · COM · 98420N105 · shares: $68,294,443
  10. ALPHATEC HLDGS INC · NOTE 0.750% 3/1 · 02081GAD4 · principal: $66,183,358

Reported holdings

86 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
CARIS LIFE SCIENCES INCCOM142152107 — 8,256,032 shares $147,122,490
HINGE HEALTH INCCL A433313103 — 1,330,127 shares $110,400,541
GLAUKOS CORPCOM377322102 — 591,927 shares $82,727,718
EDGEWISE THERAPEUTICS INCCOM28036F105 — 1,996,965 shares $81,136,688
SPYRE THERAPEUTICS INCCOM NEW00773J202 — 879,467 shares $78,079,080
IRHYTHM HOLDINGS INCCOM450056106 — 654,262 shares $77,824,465
NEOGENOMICS INCCOM NEW64049M209 — 4,918,202 shares $71,756,567
KODIAK SCIENCES INCCOM50015M109 — 1,787,318 shares $69,633,909
XENON PHARMACEUTICALS INCCOM98420N105 — 1,131,452 shares $68,294,443
ALPHATEC HLDGS INCNOTE 0.750% 3/102081GAD4 — 69,121,000 principal $66,183,358
MONTE ROSA THERAPEUTICS INCCOM61225M102 — 2,451,562 shares $59,327,800
DIANTHUS THERAPEUTICS INCCOM252828108 — 594,562 shares $57,957,904
NEUROCRINE BIOSCIENCES INCCOM64125C109 — 336,171 shares $56,656,579
ALPHATEC HLDGS INCCOM NEW02081G201 — 6,531,439 shares $56,496,947
GENERATE BIOMEDICINES INCCOM SHS370920100 — 3,283,844 shares $55,398,448
MARAVAI LIFESCIENCES HLDGS ICOM CL A56600D107 — 8,702,921 shares $54,306,227
KRYSTAL BIOTECH INCCOM501147102 — 128,975 shares $47,936,138
HUMANA INCCOM444859102 — 114,500 shares $45,481,690
THERMO FISHER SCIENTIFIC INCCOM883556102 — 89,395 shares $44,819,077
KYMERA THERAPEUTICS INCCOM501575104 — 378,163 shares $43,363,951
RHYTHM PHARMACEUTICALS INCCOM76243J105 — 381,128 shares $42,316,642
DAMORA THERAPEUTICS INCCOM NEW36322Q206 — 1,620,377 shares $42,146,006
ACADIA PHARMACEUTICALS INCCOM004225108 — 1,646,399 shares $41,653,895
BRIGHTSPRING HEALTH SVCS INCCOM10950A106 — 596,753 shares $41,617,554
TRANSMEDICS GROUP INCCOM89377M109 — 609,715 shares $40,497,270
MBX BIOSCIENCES INCCOM55287L101 — 710,880 shares $39,240,576
CLIMB BIO INCCOM28658R106 — 2,797,375 shares $36,477,770
CAREDX INCCOM14167L103 — 1,220,602 shares $34,787,157
MAZE THERAPEUTICS INCCOM578784100 — 1,140,040 shares $34,018,794
BRIGHT MINDS BIOSCIENCES INCCOM NEW10919W405 — 483,822 shares $33,964,304
ACADIA HEALTHCARE COMPANY INCOM00404A109 — 1,141,477 shares $33,707,816
NEKTAR THERAPEUTICSCOM NEW640268306 — 473,617 shares $33,063,203
CORVUS PHARMACEUTICALS INCCOM221015100 — 2,126,298 shares $31,766,892
NURIX THERAPEUTICS INCCOM67080M103 — 1,286,769 shares $31,217,016
INSPIRE MED SYS INCCOM457730109 — 677,570 shares $30,226,398
AVALO THERAPEUTICS INCCOM NEW05338F306 — 1,629,182 shares $30,107,283
ALAMAR BIOSCIENCES INCCOMMON STOCK010911105 — 1,083,983 shares $29,365,099
DANAHER CORP DELCOM235851102 — 150,627 shares $28,691,431
INTUITIVE SURGICAL INCCOM NEW46120E602 — 70,137 shares $27,892,082
ORUKA THERAPEUTICS INCCOM687604108 — 278,164 shares $26,472,868
AVALYN PHARMACEUTICALS INCCOM SHS05348Y105 — 801,395 shares $26,381,923
AVEANNA HEALTHCARE HLDGS INCCOM05356F105 — 3,065,106 shares $26,267,958
BIOAGE LABS INCCOM09077V100 — 1,033,129 shares $25,321,992
BOSTON SCIENTIFIC CORPCOM101137107 — 587,567 shares $25,077,360
VERA THERAPEUTICS INCCL A92337R101 — 564,724 shares $24,232,307
REPLIGEN CORPCOM759916109 — 177,100 shares $24,163,524
ZURA BIO LTDCLASS A ORD SHSG9TY5A101 — 3,980,295 shares $23,483,741
GUARDANT HEALTH INCCOM40131M109 — 147,850 shares $22,181,936
EVOLUS INCCOM30052C107 — 3,155,209 shares $21,897,150
NATERA INCCOM632307104 — 79,500 shares $21,580,275
ORTHOPEDIATRICS CORPCOM68752L100 — 1,100,370 shares $21,050,078
ELEVANCE HEALTH INC FORMERLYCOM036752103 — 53,960 shares $20,867,951
TECTONIC THERAPEUTIC INCCOM878972108 — 596,900 shares $20,518,438
DYNE THERAPEUTICS INCCOM26818M108 — 921,598 shares $20,468,692
NEOGENOMICS INCNOTE 0.250% 1/164049MAB6 — 18,011,000 principal $16,885,250
IMMUNOCORE HLDGS PLCADS45258D105 — 521,327 shares $16,552,132
REPLIGEN CORPNOTE 1.000%12/1759916AD1 — 16,000,000 principal $16,445,954
ARGENX SESPONSORED ADR04016X101 — 17,707 shares $16,428,023
CELLDEX THERAPEUTICS INC NEWCOM NEW15117B202 — 436,646 shares $16,247,598
OVID THERAPEUTICS INCCOM690469101 — 5,919,464 shares $15,923,358
MANNKIND CORPCOM NEW56400P706 — 3,458,429 shares $14,732,908
UNIQURE NVSHSN90064101 — 301,652 shares $13,894,091
X4 PHARMACEUTICALS INCCOM NEW98420X202 — 2,922,754 shares $13,649,261
ORIC PHARMACEUTICALS INCCOM68622P109 — 1,214,540 shares $13,153,468
KINIKSA PHARMACEUTICALS INTLORD SHS CL AG52694109 — 183,822 shares $11,755,417
OCULIS HOLDING AGORDINARY SHARESH5870P102 — 834,183 shares $11,570,118
ACLARIS THERAPEUTICS INCCOM00461U105 — 2,142,348 shares $11,333,021
SEAPORT THERAPEUTICS INCCOMMON STOCK81221K108 — 500,000 shares $10,860,000
VOR BIOPHARMA INCCOM NEW929033207 — 573,104 shares $10,550,845
SURROZEN INCCOM NEW86889P208 — 390,753 shares $10,140,040
IMMUNIC INCCOM NEW4525EP200 — 645,010 shares $9,913,804
HELIX ACQUISITION CORP IIIUSD CL A ORD SHSG4444S107 — 900,000 shares $9,540,000
IONIS PHARMACEUTICALS INCCOM462222100 — 116,762 shares $9,258,059
QUEST DIAGNOSTICS INCCOM74834L100 — 43,200 shares $9,156,240
ADLAI NORTYE LTDSPONSORED ADS00704R109 — 795,214 shares $9,144,961
TENAX THERAPEUTICS INCCOM NEW88032L605 — 584,412 shares $8,503,195
KARDIGAN INCCOM485925101 — 300,000 shares $7,155,000
AMANAT ACQUISITION CORPCL A ORDG0375M101 — 700,000 shares $7,112,000
HEMAB THERAPEUTICS HLDGS INCCOM SHS423494103 — 160,000 shares $5,876,800
GH RESEARCH PLCORDINARY SHARESG3855L106 — 207,240 shares $5,570,611
WATERS CORPCOM941848103 — 14,040 shares $5,265,562
RESEARCH ALLIANCE CORP IIIORD SHS CL AG75226103 — 400,000 shares $4,280,000
JATT II ACQUISITION CORPORD SHSG50765109 — 250,000 shares $2,840,000
PULMONX CORPCOM745848101 — 752,541 shares $978,303
VYNE THERAPEUTICS INCCOM92941V308 — 916,077 shares $596,091
CYCLERION THERAPEUTICS INCCOM23255M204 — 156,890 shares $531,857