Braidwell LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Braidwell LP disclosed 55 US equity positions worth $2.9bn in its Q2 2025 13F filing. The largest position was GH at 8.8% of the reported book, followed by CAI and NBIX. Against the Q1 2025 filing, it opened 5 new positions, added to 13 and reduced 18 among the top 50 holdings.
What did Braidwell LP own in Q2 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GH GUARDANT HEALTH INC | 8.8% | $256.4m | 219,454,000 | 0% | held | |
| 2 | CAI CARIS LIFE SCIENCES INC | Healthcare | 6.7% | $195.5m | 7,316,142 | – | new |
| 3 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 5.0% | $145.9m | 1,160,425 | -3% | reduced |
| 4 | NVCR NOVOCURE LTD | 4.7% | $137.8m | 140,834,000 | 0% | held | |
| 5 | XENE XENON PHARMACEUTICALS INC | Healthcare | 3.9% | $112.8m | 3,605,029 | 33% | added |
| 6 | ARGX ARGENX SE | Healthcare | 3.7% | $107.2m | 194,491 | 21% | added |
| 7 | RGEN REPLIGEN CORP | 3.4% | $100.5m | 101,000,000 | 3% | added | |
| 8 | KRYS KRYSTAL BIOTECH INC | Healthcare | 3.4% | $100.0m | 727,811 | 82% | added |
| 9 | ALGN ALIGN TECHNOLOGY INC | Healthcare | 3.2% | $94.0m | 496,730 | -6% | reduced |
| 10 | LEGN LEGEND BIOTECH CORP | Healthcare | 3.1% | $90.2m | 2,542,104 | -15% | reduced |
| 11 | IRTC IRHYTHM TECHNOLOGIES INC | 3.1% | $90.0m | 70,000,000 | -19% | reduced | |
| 12 | NUVALENT INC | 3.1% | $89.7m | 1,175,876 | 40% | added | |
| 13 | NEOGENOMICS INC | 3.0% | $87.1m | 101,381,000 | 0% | held | |
| 14 | CGON CG ONCOLOGY INC | Healthcare | 2.9% | $85.4m | 3,283,317 | 0% | held |
| 15 | IRONWOOD PHARMACEUTICALS INC | 2.7% | $78.4m | 92,740,000 | 0% | held | |
| 16 | EWTX EDGEWISE THERAPEUTICS INC | 2.3% | $68.3m | 5,210,831 | 112% | added | |
| 17 | INSP INSPIRE MED SYS INC | Healthcare | 2.3% | $67.8m | 522,410 | 73% | added |
| 18 | APGE APOGEE THERAPEUTICS INC | Healthcare | 2.2% | $64.2m | 1,478,512 | -4% | reduced |
| 19 | GKOS GLAUKOS CORP | Healthcare | 2.1% | $62.3m | 603,414 | -3% | reduced |
| 20 | DHR DANAHER CORPORATION | Healthcare | 2.1% | $61.1m | 309,339 | 0% | held |
| 21 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 1.9% | $54.8m | 135,233 | 6% | added |
| 22 | ISRG INTUITIVE SURGICAL INC | Healthcare | 1.7% | $48.7m | 89,600 | 2% | added |
| 23 | IRTC IRHYTHM TECHNOLOGIES INC | Healthcare | 1.6% | $46.2m | 300,029 | -46% | reduced |
| 24 | ADPT ADAPTIVE BIOTECHNOLOGIES COR | Healthcare | 1.5% | $45.0m | 3,863,107 | -20% | reduced |
| 25 | GH GUARDANT HEALTH INC | Healthcare | 1.5% | $43.6m | 837,800 | -37% | reduced |
| 26 | ATEC ALPHATEC HLDGS INC | Healthcare | 1.4% | $40.4m | 3,635,172 | -15% | reduced |
| 27 | SYRE SPYRE THERAPEUTICS INC | 1.3% | $38.6m | 2,578,404 | 0% | held | |
| 28 | VKTX VIKING THERAPEUTICS INC | Healthcare | 1.3% | $38.1m | 1,437,555 | 0% | held |
| 29 | KARYOPHARM THERAPEUTICS INC | 1.2% | $35.5m | 48,482,000 | – | new | |
| 30 | TMDX TRANSMEDICS GROUP INC | Healthcare | 1.2% | $34.2m | 255,048 | -70% | reduced |
| 31 | PEN PENUMBRA INC | Healthcare | 1.1% | $33.3m | 129,628 | 18% | added |
| 32 | DYN DYNE THERAPEUTICS INC | Healthcare | 1.1% | $31.2m | 3,273,349 | -10% | reduced |
| 33 | KINIKSA PHARMACEUTICALS INTL | 1.0% | $30.5m | 1,102,580 | -44% | reduced | |
| 34 | HROW HARROW INC | 0.9% | $26.6m | 872,246 | -9% | reduced | |
| 35 | KIDS ORTHOPEDIATRICS CORP | Healthcare | 0.8% | $23.8m | 1,107,770 | 0% | held |
| 36 | IMMUNOCORE HLDGS PLC | 0.8% | $23.3m | 26,828,000 | -48% | reduced | |
| 37 | MRVI MARAVAI LIFESCIENCES HLDGS I | Healthcare | 0.7% | $20.1m | 8,353,287 | 0% | held |
| 38 | APLSUSD APELLIS PHARMACEUTICALS INC | 0.7% | $19.4m | 1,121,034 | -32% | reduced | |
| 39 | SION SIONNA THERAPEUTICS INC | 0.6% | $18.8m | 1,081,855 | – | new | |
| 40 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 0.6% | $18.4m | 60,781 | 25% | added |
| 41 | DEXCOM INC | 0.6% | $18.2m | 18,500,000 | 0% | held | |
| 42 | RGEN REPLIGEN CORP | Healthcare | 0.6% | $18.0m | 144,556 | 77% | added |
| 43 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 0.6% | $17.1m | 1,524,842 | -3% | reduced |
| 44 | CSTL CASTLE BIOSCIENCES INC | Healthcare | 0.6% | $16.8m | 822,735 | 125% | added |
| 45 | UNH UNITEDHEALTH GROUP INC | Healthcare | 0.5% | $15.4m | 49,400 | – | new |
| 46 | GMED GLOBUS MED INC | Healthcare | 0.5% | $14.6m | 247,200 | – | new |
| 47 | DAWNGBX DAY ONE BIOPHARMACEUTICALS I | 0.5% | $14.2m | 2,181,598 | -38% | reduced | |
| 48 | XNCR XENCOR INC | Healthcare | 0.4% | $13.0m | 1,655,690 | 0% | held |
| 49 | CELC CELCUITY INC | Healthcare | 0.4% | $11.8m | 884,306 | 0% | held |
| 50 | ALPHATEC HLDGS INC | 0.2% | $5.8m | 5,818,000 | 0% | held |
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.