Portfolio (Quarterly)
Guide ↗
BRAIDWELL LP
· CIK 0001920938| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | CDNA | CAREDX INC | Healthcare | 1,585,220.0 | $29.9M | 0.95% | -598K | -27.4% | $18.84 | +55.3% |
| 42 | DYN | DYNE THERAPEUTICS INC | Healthcare | 1,478,329.0 | $28.9M | 0.93% | -1.3M | -45.9% | $19.56 | +11.4% |
| 43 | — | ENGENE HOLDINGS INC | — | 3,131,319.0 | $28.3M | 0.90% | +865K | +38.2% | $9.03 | — |
| 44 | LEGN | LEGEND BIOTECH CORP | Healthcare | 1,298,142.0 | $28.2M | 0.90% | -528K | -28.9% | $21.74 | +37.5% |
| 45 | MRVI | MARAVAI LIFESCIENCES HLDGS I | Healthcare | 8,353,287.0 | $27.1M | 0.87% | — | — | $3.25 | +89.2% |
| 46 | DHR | DANAHER CORPORATION | Healthcare | 118,227.0 | $27.1M | 0.87% | -191K | -61.8% | $228.92 | -15.3% |
| 47 | ARGX | ARGENX SE | Healthcare | 31,007.0 | $26.1M | 0.83% | -45K | -59.2% | $840.95 | +8.2% |
| 48 | NTRA | NATERA INC | Healthcare | 111,500.0 | $25.5M | 0.82% | NEW | — | $229.09 | +20.6% |
| 49 | — | BRIGHT MINDS BIOSCIENCES INC | — | 324,358.0 | $25.3M | 0.81% | +21K | +6.8% | $78.04 | — |
| 50 | TERN | TERNS PHARMACEUTICALS INC | Healthcare | 575,321.0 | $23.2M | 0.74% | NEW | — | $40.40 | +31.1% |
| 51 | EOLS | EVOLUS INC | Healthcare | 3,105,209.0 | $20.6M | 0.66% | NEW | — | $6.65 | +1.4% |
| 52 | BIIB | BIOGEN INC | Healthcare | 115,700.0 | $20.4M | 0.65% | NEW | — | $175.99 | +19.2% |
| 53 | KIDS | ORTHOPEDIATRICS CORP | Healthcare | 1,100,370.0 | $19.5M | 0.62% | -7K | -0.7% | $17.76 | +8.7% |
| 54 | TECX | TECTONIC THERAPEUTIC INC | Healthcare | 927,524.0 | $19.3M | 0.62% | +191K | +25.9% | $20.86 | +57.0% |
| 55 | — | VENTYX BIOSCIENCES INC | — | 1,920,255.0 | $17.3M | 0.56% | NEW | — | $9.03 | — |
| 56 | — | ZURA BIO LTD | — | 3,180,389.0 | $16.7M | 0.53% | +708K | +28.6% | $5.24 | — |
| 57 | CMPX | COMPASS THERAPEUTICS INC | Healthcare | 2,786,778.0 | $15.0M | 0.48% | NEW | — | $5.37 | -59.4% |
| 58 | GLUE | MONTE ROSA THERAPEUTICS INC | Healthcare | 948,316.0 | $14.9M | 0.48% | NEW | — | $15.68 | +53.2% |
| 59 | HROW | HARROW INC | Healthcare | 295,291.0 | $14.5M | 0.46% | -47K | -13.8% | $49.00 | -12.2% |
| 60 | XFOR | X4 PHARMACEUTICALS INC | Healthcare | 3,368,904.0 | $13.5M | 0.43% | NEW | — | $4.00 | +2.1% |
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%