Braidwell LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Braidwell LP disclosed 64 US equity positions worth $2.8bn in its Q1 2025 13F filing. The largest position was GH at 8.0% of the reported book, followed by NVCR and NBIX. Against the Q4 2024 filing, it opened 8 new positions, added to 15 and reduced 17 among the top 50 holdings.
What did Braidwell LP own in Q1 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | GH GUARDANT HEALTH INC | 8.0% | $227.4m | 219,454,000 | – | new | |
| 2 | NVCR NOVOCURE LTD | 4.8% | $136.6m | 140,834,000 | 0% | held | |
| 3 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 4.6% | $131.8m | 1,191,925 | 32% | added |
| 4 | LEGN LEGEND BIOTECH CORP | Healthcare | 3.6% | $101.0m | 2,977,951 | 0% | held |
| 5 | RGEN REPLIGEN CORP | 3.4% | $95.8m | 98,000,000 | -12% | reduced | |
| 6 | ARGX ARGENX SE | Healthcare | 3.3% | $95.2m | 160,849 | 99% | added |
| 7 | XENE XENON PHARMACEUTICALS INC | Healthcare | 3.2% | $90.9m | 2,709,875 | -7% | reduced |
| 8 | IRTC IRHYTHM TECHNOLOGIES INC | 3.2% | $89.7m | 86,000,000 | – | new | |
| 9 | NEOGENOMICS INC | 3.1% | $87.9m | 101,381,000 | -13% | reduced | |
| 10 | ALGN ALIGN TECHNOLOGY INC | Healthcare | 3.0% | $84.3m | 530,530 | 41% | added |
| 11 | IRONWOOD PHARMACEUTICALS INC | 2.9% | $82.5m | 92,740,000 | 0% | held | |
| 12 | CGON CG ONCOLOGY INC | Healthcare | 2.8% | $80.4m | 3,283,317 | 0% | held |
| 13 | KRYS KRYSTAL BIOTECH INC | Healthcare | 2.5% | $72.3m | 400,744 | 100% | added |
| 14 | BBIO BRIDGEBIO PHARMA INC | 2.5% | $72.0m | 62,838,000 | -55% | reduced | |
| 15 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 2.2% | $63.6m | 127,733 | 42% | added |
| 16 | DHR DANAHER CORPORATION | Healthcare | 2.2% | $63.4m | 309,339 | – | new |
| 17 | GKOS GLAUKOS CORP | Healthcare | 2.2% | $61.5m | 624,435 | 116% | added |
| 18 | NUVALENT INC | 2.1% | $59.6m | 840,945 | 249% | added | |
| 19 | IRTC IRHYTHM TECHNOLOGIES INC | Healthcare | 2.0% | $58.2m | 556,391 | -21% | reduced |
| 20 | APGE APOGEE THERAPEUTICS INC | Healthcare | 2.0% | $57.5m | 1,540,362 | 0% | held |
| 21 | TMDX TRANSMEDICS GROUP INC | Healthcare | 2.0% | $57.5m | 854,884 | -7% | reduced |
| 22 | GH GUARDANT HEALTH INC | Healthcare | 2.0% | $56.5m | 1,327,327 | -53% | reduced |
| 23 | EWTX EDGEWISE THERAPEUTICS INC | 1.9% | $54.1m | 2,458,808 | 5% | added | |
| 24 | INSP INSPIRE MED SYS INC | Healthcare | 1.7% | $48.2m | 302,410 | 3% | added |
| 25 | BBIO BRIDGEBIO PHARMA INC | 1.5% | $43.8m | 48,594,000 | -9% | reduced | |
| 26 | IMMUNOCORE HLDGS PLC | 1.5% | $43.8m | 51,828,000 | – | new | |
| 27 | KINIKSA PHARMACEUTICALS INTL | 1.5% | $43.6m | 1,962,909 | -43% | reduced | |
| 28 | ISRG INTUITIVE SURGICAL INC | Healthcare | 1.5% | $43.6m | 88,000 | 17% | added |
| 29 | ATEC ALPHATEC HLDGS INC | Healthcare | 1.5% | $43.2m | 4,259,429 | 0% | held |
| 30 | SYRE SPYRE THERAPEUTICS INC | 1.5% | $41.6m | 2,578,404 | 0% | held | |
| 31 | 2655787D BLUEPRINT MEDICINES CORP | 1.4% | $38.9m | 439,968 | – | new | |
| 32 | DYN DYNE THERAPEUTICS INC | Healthcare | 1.3% | $37.9m | 3,621,344 | 432% | added |
| 33 | APLSUSD APELLIS PHARMACEUTICALS INC | 1.3% | $36.1m | 1,652,334 | -21% | reduced | |
| 34 | ADPT ADAPTIVE BIOTECHNOLOGIES COR | Healthcare | 1.3% | $35.7m | 4,803,794 | – | new |
| 35 | VKTX VIKING THERAPEUTICS INC | Healthcare | 1.2% | $34.7m | 1,435,955 | -3% | reduced |
| 36 | PEN PENUMBRA INC | Healthcare | 1.0% | $29.4m | 110,128 | -40% | reduced |
| 37 | BCAX BICARA THERAPEUTICS INC | 1.0% | $28.2m | 2,162,803 | 8% | added | |
| 38 | DAWNGBX DAY ONE BIOPHARMACEUTICALS I | 1.0% | $28.0m | 3,536,853 | -27% | reduced | |
| 39 | KIDS ORTHOPEDIATRICS CORP | Healthcare | 1.0% | $27.3m | 1,107,770 | 0% | held |
| 40 | HROW HARROW INC | 0.9% | $25.5m | 956,839 | 5% | added | |
| 41 | DEXCOM INC | 0.8% | $22.8m | 25,450,000 | -69% | reduced | |
| 42 | MRVI MARAVAI LIFESCIENCES HLDGS I | Healthcare | 0.6% | $18.5m | 8,353,287 | 0% | held |
| 43 | DEXCOM INC | 0.6% | $18.0m | 18,500,000 | 0% | held | |
| 44 | XNCR XENCOR INC | Healthcare | 0.6% | $17.6m | 1,655,690 | 169% | added |
| 45 | ASND ASCENDIS PHARMA A/S | Healthcare | 0.6% | $16.6m | 106,713 | – | new |
| 46 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 0.6% | $16.1m | 1,572,426 | 37% | added |
| 47 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 0.6% | $16.1m | 48,690 | – | new |
| 48 | SRPT SAREPTA THERAPEUTICS INC | Healthcare | 0.5% | $15.0m | 234,500 | -36% | reduced |
| 49 | REPL REPLIMUNE GROUP INC | Healthcare | 0.5% | $14.3m | 1,461,826 | -1% | reduced |
| 50 | RGEN REPLIGEN CORP | Healthcare | 0.4% | $10.4m | 81,656 | -71% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.