Portfolio (Quarterly)
Guide ↗
BRAIDWELL LP
· CIK 0001920938| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | GUARDANT HEALTH INC | — | 219,454,000.0 | $286.3M | 8.49% | NEW | — | $1.30 | — |
| 2 | CAI | CARIS LIFE SCIENCES INC | Healthcare | 7,316,142.0 | $221.3M | 6.57% | NEW | — | $30.25 | -6.3% |
| 3 | — | NOVOCURE LTD | — | 211,364,000.0 | $210.0M | 6.23% | NEW | — | $0.99 | — |
| 4 | XENE | XENON PHARMACEUTICALS INC | Healthcare | 3,605,029.0 | $144.7M | 4.29% | NEW | — | $40.15 | -3.0% |
| 5 | CGON | CG ONCOLOGY INC | Healthcare | 3,283,317.0 | $132.3M | 3.92% | NEW | — | $40.28 | +69.7% |
| 6 | NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | 880,282.0 | $123.6M | 3.67% | NEW | — | $140.38 | +0.2% |
| 7 | — | REPLIGEN CORP | — | 101,000,000.0 | $101.8M | 3.02% | NEW | — | $1.01 | — |
| 8 | KRYS | KRYSTAL BIOTECH INC | Healthcare | 520,401.0 | $91.9M | 2.73% | NEW | — | $176.53 | +84.3% |
| 9 | NUVL | NUVALENT INC | Healthcare | 1,012,982.0 | $87.6M | 2.60% | NEW | — | $86.48 | +43.3% |
| 10 | — | NEOGENOMICS INC | — | 100,381,000.0 | $86.8M | 2.58% | NEW | — | $0.86 | — |
| 11 | — | SOLENO THERAPEUTICS INC | — | 1,281,989.0 | $86.7M | 2.57% | NEW | — | $67.60 | — |
| 12 | — | IRHYTHM TECHNOLOGIES INC | — | 62,000,000.0 | $85.4M | 2.53% | NEW | — | $1.38 | — |
| 13 | EWTX | EDGEWISE THERAPEUTICS INC | Healthcare | 5,210,831.0 | $84.5M | 2.51% | NEW | — | $16.22 | +149.6% |
| 14 | — | IRONWOOD PHARMACEUTICALS INC | — | 82,140,000.0 | $72.9M | 2.16% | NEW | — | $0.89 | — |
| 15 | INSP | INSPIRE MED SYS INC | Healthcare | 883,747.0 | $65.6M | 1.95% | NEW | — | $74.20 | -4.6% |
| 16 | GKOS | GLAUKOS CORP | Healthcare | 780,164.0 | $63.6M | 1.89% | NEW | — | $81.55 | +100.1% |
| 17 | DHR | DANAHER CORPORATION | Healthcare | 309,339.0 | $61.3M | 1.82% | NEW | — | $198.26 | +6.8% |
| 18 | LEGN | LEGEND BIOTECH CORP | Healthcare | 1,826,155.0 | $59.6M | 1.77% | NEW | — | $32.61 | -40.8% |
| 19 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 130,227.0 | $58.2M | 1.73% | NEW | — | $447.23 | -10.3% |
| 20 | — | APOGEE THERAPEUTICS INC | — | 1,438,745.0 | $57.2M | 1.70% | NEW | — | $39.73 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Healthcare
100.0%