Portfolio (Quarterly)
Guide ↗
BRAIDWELL LP
· CIK 0001920938| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | — | DEXCOM INC | — | 13,500,000.0 | $13.4M | 0.40% | NEW | — | $0.99 | — |
| 62 | TECX | TECTONIC THERAPEUTIC INC | Healthcare | 736,867.0 | $11.6M | 0.34% | NEW | — | $15.69 | +44.5% |
| 63 | REPL | REPLIMUNE GROUP INC | Healthcare | 2,750,092.0 | $11.5M | 0.34% | NEW | — | $4.19 | +221.0% |
| 64 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | Healthcare | 736,014.0 | $11.0M | 0.33% | NEW | — | $14.96 | +83.0% |
| 65 | — | ZURA BIO LTD | — | 2,472,806.0 | $10.7M | 0.32% | NEW | — | $4.33 | — |
| 66 | SION | SIONNA THERAPEUTICS INC | Healthcare | 314,013.0 | $9.2M | 0.27% | NEW | — | $29.41 | -82.7% |
| 67 | AMLX | AMYLYX PHARMACEUTICALS INC | Healthcare | 612,841.0 | $8.3M | 0.25% | NEW | — | $13.59 | +106.6% |
| 68 | RPRX | ROYALTY PHARMA PLC | Healthcare | 182,068.0 | $6.4M | 0.19% | NEW | — | $35.28 | +63.4% |
| 69 | — | IMMUNOCORE HLDGS PLC | — | 6,828,000.0 | $6.2M | 0.18% | NEW | — | $0.91 | — |
| 70 | FULC | FULCRUM THERAPEUTICS INC | Healthcare | 219,488.0 | $2.0M | 0.06% | NEW | — | $9.20 | -60.0% |
| 71 | — | SURROZEN INC | — | 140,000.0 | $1.8M | 0.05% | NEW | — | $12.88 | — |
| 72 | HTFL | HEARTFLOW INC | Healthcare | 50,000.0 | $1.7M | 0.05% | NEW | — | $33.66 | +45.3% |
| 73 | LUNG | PULMONX CORP | Healthcare | 752,541.0 | $1.2M | 0.04% | NEW | — | $1.62 | +17.9% |
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%