BRAIDWELL LP
· CIK 0001920938
73 New
| # | Ticker | Company | Sector | Shares | Value | % Port | Chg Shares | Chg % |
|---|---|---|---|---|---|---|---|---|
| 1 | CAI | CARIS LIFE SCIENCES INC | Healthcare | 7,816,142 | $210.9M | 6.74% | NEW | — |
| 2 | GH | GUARDANT HEALTH INC | Healthcare | 104,854,000 | $192.3M | 6.15% | NEW | — |
| 3 | EWTX | EDGEWISE THERAPEUTICS INC | Healthcare | 5,210,831 | $129.3M | 4.13% | NEW | — |
| 4 | RGEN 1 12/15/28 | REPLIGEN CORP | — | 101,000,000 | $110.8M | 3.54% | NEW | — |
| 5 | NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | 751,534 | $106.6M | 3.41% | NEW | — |
| 6 | GKOS | GLAUKOS CORP | Healthcare | 921,979 | $104.1M | 3.33% | NEW | — |
| 7 | NEO | NEOGENOMICS INC | Healthcare | 100,381,000 | $89.7M | 2.87% | NEW | — |
| 8 | NUVL | NUVALENT INC | Healthcare | 821,406 | $82.6M | 2.64% | NEW | — |
| 9 | XENE | XENON PHARMACEUTICALS INC | Healthcare | 1,825,076 | $81.8M | 2.62% | NEW | — |
| 10 | CGON | CG ONCOLOGY INC | Healthcare | 1,870,571 | $77.7M | 2.48% | NEW | — |
| 11 | IRTC | IRHYTHM TECHNOLOGIES INC | Healthcare | 52,000,000 | $72.8M | 2.33% | NEW | — |
| 12 | HNGE | HINGE HEALTH INC | Healthcare | 1,304,623 | $60.6M | 1.94% | NEW | — |
| 13 | ALGN | ALIGN TECHNOLOGY INC | Healthcare | 381,004 | $59.5M | 1.90% | NEW | — |
| 14 | KOD | KODIAK SCIENCES INC | Healthcare | 2,072,788 | $58.0M | 1.85% | NEW | — |
| 15 | SLNO | SOLENO THERAPEUTICS INC | Healthcare | 1,187,859 | $55.0M | 1.76% | NEW | — |
| 16 | CNTA | CENTESSA PHARMACEUTICALS PLC | Healthcare | 2,188,320 | $54.7M | 1.75% | NEW | — |
| 17 | NEO | NEOGENOMICS INC | Healthcare | 4,632,801 | $54.5M | 1.74% | NEW | — |
| 18 | ACAD | ACADIA PHARMACEUTICALS INC | Healthcare | 2,032,021 | $54.3M | 1.74% | NEW | — |
| 19 | SYRE | SPYRE THERAPEUTICS INC | Healthcare | 1,634,615 | $53.5M | 1.71% | NEW | — |
| 20 | DNTH | DIANTHUS THERAPEUTICS INC | Healthcare | 1,273,935 | $52.5M | 1.68% | NEW | — |
| 21 | IRWD | IRONWOOD PHARMACEUTICALS INC | Healthcare | 53,405,000 | $50.5M | 1.61% | NEW | — |
| 22 | TCE2 | CELLDEX THERAPEUTICS INC NEW | — | 1,858,109 | $50.5M | 1.61% | NEW | — |
| 23 | INSP | INSPIRE MED SYS INC | Healthcare | 540,890 | $49.9M | 1.59% | NEW | — |
| 24 | KRYS | KRYSTAL BIOTECH INC | Healthcare | 202,101 | $49.8M | 1.59% | NEW | — |
| 25 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 83,417 | $47.2M | 1.51% | NEW | — |
| 26 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 80,725 | $46.8M | 1.50% | NEW | — |
| 27 | BTSG | BRIGHTSPRING HEALTH SVCS INC | Healthcare | 1,195,786 | $44.8M | 1.43% | NEW | — |
| 28 | CVS | CVS HEALTH CORP | Healthcare | 564,200 | $44.8M | 1.43% | NEW | — |
| 29 | APOG | APOGEE THERAPEUTICS INC | Industrials | 575,067 | $43.4M | 1.39% | NEW | — |
| 30 | NRIX | NURIX THERAPEUTICS INC | Healthcare | 2,183,864 | $41.4M | 1.32% | NEW | — |
| 31 | VERA | VERA THERAPEUTICS INC | Healthcare | 784,742 | $39.7M | 1.27% | NEW | — |
| 32 | IRTC | IRHYTHM TECHNOLOGIES INC | Healthcare | 217,345 | $38.6M | 1.23% | NEW | — |
| 33 | TMDX | TRANSMEDICS GROUP INC | Healthcare | 315,341 | $38.4M | 1.23% | NEW | — |
| 34 | BMRN | BIOMARIN PHARMACEUTICAL INC | Healthcare | 601,520 | $35.7M | 1.14% | NEW | — |
| 35 | ILMN | ILLUMINA INC | Healthcare | 269,673 | $35.4M | 1.13% | NEW | — |
| 36 | KYMR | KYMERA THERAPEUTICS INC | Healthcare | 454,259 | $35.3M | 1.13% | NEW | — |
| 37 | FULC | FULCRUM THERAPEUTICS INC | Healthcare | 3,061,222 | $34.6M | 1.11% | NEW | — |
| 38 | PEN | PENUMBRA INC | Healthcare | 110,152 | $34.2M | 1.09% | NEW | — |
| 39 | MBX | MBX BIOSCIENCES INC | Healthcare | 1,018,600 | $32.1M | 1.03% | NEW | — |
| 40 | RAPT | RAPT THERAPEUTICS INC | — | 929,694 | $31.5M | 1.01% | NEW | — |
| 41 | CDNA | CAREDX INC | Healthcare | 1,585,220 | $29.9M | 0.95% | NEW | — |
| 42 | DYN | DYNE THERAPEUTICS INC | Healthcare | 1,478,329 | $28.9M | 0.93% | NEW | — |
| 43 | ENGN | ENGENE HOLDINGS INC | Healthcare | 3,131,319 | $28.3M | 0.90% | NEW | — |
| 44 | LEGN | LEGEND BIOTECH CORP | Healthcare | 1,298,142 | $28.2M | 0.90% | NEW | — |
| 45 | MRVI | MARAVAI LIFESCIENCES HLDGS I | Healthcare | 8,353,287 | $27.1M | 0.87% | NEW | — |
| 46 | DHR | DANAHER CORPORATION | Healthcare | 118,227 | $27.1M | 0.87% | NEW | — |
| 47 | ARGX | ARGENX SE | Healthcare | 31,007 | $26.1M | 0.83% | NEW | — |
| 48 | NTRA | NATERA INC | Healthcare | 111,500 | $25.5M | 0.82% | NEW | — |
| 49 | DRUG | BRIGHT MINDS BIOSCIENCES INC | Healthcare | 324,358 | $25.3M | 0.81% | NEW | — |
| 50 | TERN | TERNS PHARMACEUTICALS INC | Healthcare | 575,321 | $23.2M | 0.74% | NEW | — |
| 51 | EOLS | EVOLUS INC | Healthcare | 3,105,209 | $20.6M | 0.66% | NEW | — |
| 52 | BIIB | BIOGEN INC | Healthcare | 115,700 | $20.4M | 0.65% | NEW | — |
| 53 | KIDS | ORTHOPEDIATRICS CORP | Healthcare | 1,100,370 | $19.5M | 0.62% | NEW | — |
| 54 | TECX | TECTONIC THERAPEUTIC INC | Healthcare | 927,524 | $19.3M | 0.62% | NEW | — |
| 55 | VTYXUSD | VENTYX BIOSCIENCES INC | — | 1,920,255 | $17.3M | 0.56% | NEW | — |
| 56 | — | ZURA BIO LTD | — | 3,180,389 | $16.7M | 0.53% | NEW | — |
| 57 | COMP | COMPASS THERAPEUTICS INC | Technology | 2,786,778 | $15.0M | 0.48% | NEW | — |
| 58 | GLUE | MONTE ROSA THERAPEUTICS INC | Healthcare | 948,316 | $14.9M | 0.48% | NEW | — |
| 59 | HROW | HARROW INC | Healthcare | 295,291 | $14.5M | 0.46% | NEW | — |
| 60 | XFOR | X4 PHARMACEUTICALS INC | Healthcare | 3,368,904 | $13.5M | 0.43% | NEW | — |
| 61 | RGEN | REPLIGEN CORP | Healthcare | 81,790 | $13.4M | 0.43% | NEW | — |
| 62 | — | ICON PLC | — | 73,370 | $13.4M | 0.43% | NEW | — |
| 63 | KNSA | KINIKSA PHARMACEUTICALS INTL | Healthcare | 313,823 | $12.9M | 0.41% | NEW | — |
| 64 | GRAL | GRAIL INC | Healthcare | 142,755 | $12.2M | 0.39% | NEW | — |
| 65 | SRZN | SURROZEN INC | Healthcare | 470,000 | $10.6M | 0.34% | NEW | — |
| 66 | RLMD | RELMADA THERAPEUTICS INC | Healthcare | 1,582,257 | $7.6M | 0.24% | NEW | — |
| 67 | XNCR | XENCOR INC | Healthcare | 459,166 | $7.0M | 0.23% | NEW | — |
| 68 | CSTL | CASTLE BIOSCIENCES INC | Healthcare | 177,183 | $6.9M | 0.22% | NEW | — |
| 69 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | Healthcare | 311,991 | $5.1M | 0.16% | NEW | — |
| 70 | BLLN | BILLIONTOONE INC | Healthcare | 50,000 | $4.1M | 0.13% | NEW | — |
| 71 | ORKA | ORUKA THERAPEUTICS INC | Healthcare | 84,795 | $2.6M | 0.08% | NEW | — |
| 72 | KPTI | KARYOPHARM THERAPEUTICS INC | Healthcare | 303,370 | $2.2M | 0.07% | NEW | — |
| 73 | LUNG | PULMONX CORP | Healthcare | 752,541 | $1.7M | 0.05% | NEW | — |
Sector Allocation
Healthcare
98.0%
Industrials
1.5%
Technology
0.5%