Portfolio (Quarterly)
Guide ↗
BRAIDWELL LP
· CIK 0001920938| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | NOVOCURE LTD | — | 211,364,000 | $210.0M | 6.23% | SOLD |
| 2 | — | KARYOPHARM THERAPEUTICS INC | — | 48,482,000 | $35.0M | 1.04% | SOLD |
| 3 | — | GLOBUS MED INC | — | 498,000 | $28.5M | 0.85% | SOLD |
| 4 | THC | TENET HEALTHCARE CORP | Healthcare | 121,700 | $24.7M | 0.73% | SOLD |
| 5 | — | EXACT SCIENCES CORP | — | 414,600 | $22.7M | 0.67% | SOLD |
| 6 | — | AKERO THERAPEUTICS INC | — | 475,400 | $22.6M | 0.67% | SOLD |
| 7 | ATEC | ALPHATEC HLDGS INC | Healthcare | 1,514,604 | $22.0M | 0.65% | SOLD |
| 8 | VKTX | VIKING THERAPEUTICS INC | Healthcare | 759,455 | $20.0M | 0.59% | SOLD |
| 9 | RARE | ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 588,700 | $17.7M | 0.53% | SOLD |
| 10 | SRPT | SAREPTA THERAPEUTICS INC | Healthcare | 832,100 | $16.0M | 0.48% | SOLD |
| 11 | DAWN | DAY ONE BIOPHARMACEUTICALS I | Healthcare | 2,181,598 | $15.4M | 0.46% | SOLD |
| 12 | — | AVIDITY BIOSCIENCES INC | — | 331,907 | $14.5M | 0.43% | SOLD |
| 13 | EHC | ENCOMPASS HEALTH CORP | Healthcare | 113,335 | $14.4M | 0.43% | SOLD |
| 14 | — | DEXCOM INC | — | 13,500,000 | $13.4M | 0.40% | SOLD |
| 15 | REPL | REPLIMUNE GROUP INC | Healthcare | 2,750,092 | $11.5M | 0.34% | SOLD |
| 16 | SION | SIONNA THERAPEUTICS INC | Healthcare | 314,013 | $9.2M | 0.27% | SOLD |
| 17 | AMLX | AMYLYX PHARMACEUTICALS INC | Healthcare | 612,841 | $8.3M | 0.25% | SOLD |
| 18 | RPRX | ROYALTY PHARMA PLC | Healthcare | 182,068 | $6.4M | 0.19% | SOLD |
| 19 | — | IMMUNOCORE HLDGS PLC | — | 6,828,000 | $6.2M | 0.18% | SOLD |
| 20 | HTFL | HEARTFLOW INC | Healthcare | 50,000 | $1.7M | 0.05% | SOLD |
Sector Allocation
Healthcare
100.0%