BRAIDWELL LP
CIK 1920938 · Holdings on Jun 30, 2025 · First reported Aug 14, 2025
Top ten holdings
Q2 2025- 40131MAD18.77%
- CAI6.69%
- NBIX4.99%
- NVCR4.71%
- XENE3.86%
- ARGX3.67%
- 759916AD13.44%
- KRYS3.42%
- ALGN3.22%
- LEGN3.09%
Share classes counted separately45.86%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NUVLWeight increased · +0.97 pp2.10% → 3.07%Shares +334.93K (+39.83%)
- KRYSWeight increased · +0.88 pp2.54% → 3.42%Shares +327.07K (+81.61%)
- TMDXWeight decreased · -0.85 pp2.02% → 1.17%Shares -599.84K (-70.17%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | 40131MAD1GUARDANT HEALTH INCDEBT 1.250% 2/1 View history and evidence | $256.36M | 8.77% | 219.45M principal (USD) | 7.99% → 8.77%+0.78 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | CAICARIS LIFE SCIENCES INC View history and evidence | $195.49M | 6.69% | 7.32M shares | Prior unavailable +7.32M | New | ↗▾ |
| 03 | NBIXNEUROCRINE BIOSCIENCES INC View history and evidence | $145.85M | 4.99% | 1.16M shares | 4.63% → 4.99%+0.36 pp -31.50K (-2.64%) | Reduced | ↗▾ |
| 04 | NVCRNOVOCURE LTDNOTE 11/0 View history and evidence | $137.85M | 4.71% | 140.83M principal (USD) | 4.80% → 4.71%-0.09 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | XENEXENON PHARMACEUTICALS INC View history and evidence | $112.84M | 3.86% | 3.61M shares | 3.20% → 3.86%+0.66 pp +895.15K (+33.03%) | Added | ↗▾ |
| 06 | ARGXARGENX SE - ADRSPONSORED ADR View history and evidence | $107.21M | 3.67% | 194.49K shares | 3.35% → 3.67%+0.32 pp +33.64K (+20.92%) | Added | ↗▾ |
| 07 | 759916AD1REPLIGEN CORPNOTE 1.000%12/1 View history and evidence | $100.55M | 3.44% | 101.00M principal (USD) | 3.37% → 3.44%+0.07 pp +3.00M (+3.06%) | Added | ↗▾ |
| 08 | KRYSKRYSTAL BIOTECH INC View history and evidence | $100.04M | 3.42% | 727.81K shares | 2.54% → 3.42%+0.88 pp +327.07K (+81.61%) | Added | ↗▾ |
| 09 | ALGNALIGN TECHNOLOGY INC View history and evidence | $94.05M | 3.22% | 496.73K shares | 2.96% → 3.22%+0.26 pp -33.80K (-6.37%) | Reduced | ↗▾ |
| 10 | LEGNLEGEND BIOTECH CORP-ADRSPONSORED ADS View history and evidence | $90.22M | 3.09% | 2.54M shares | 3.55% → 3.09%-0.46 pp -435.85K (-14.64%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 16
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 10806XAB8 BRIDGEBIO PHARMA INC | Non-derivative | -62,838,000 | -$72.00M | SEC filing ↗ | SEC filing ↗ |
| 10806XAD4 BRIDGEBIO PHARMA INC | Non-derivative | -48,594,000 | -$43.81M | SEC filing ↗ | SEC filing ↗ |
| BPMC BLUEPRINT MEDICINES CORP | Non-derivative | -439,968 | -$38.94M | SEC filing ↗ | SEC filing ↗ |
3 / 16 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1920938 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2923924032
}Research all 55 reported holdings.
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