Braidwell LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Braidwell LP disclosed 73 US equity positions worth $3.4bn in its Q3 2025 13F filing. The largest position was GH at 8.5% of the reported book, followed by CAI and NVCR. Against the Q2 2025 filing, it opened 12 new positions, added to 8 and reduced 18 among the top 50 holdings.
What did Braidwell LP own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GH GUARDANT HEALTH INC | 8.5% | $286.3m | 219,454,000 | 0% | held | |
| 2 | CAI CARIS LIFE SCIENCES INC | Healthcare | 6.6% | $221.3m | 7,316,142 | 0% | held |
| 3 | NVCR NOVOCURE LTD | 6.2% | $210.0m | 211,364,000 | 50% | added | |
| 4 | XENE XENON PHARMACEUTICALS INC | Healthcare | 4.3% | $144.7m | 3,605,029 | 0% | held |
| 5 | CGON CG ONCOLOGY INC | Healthcare | 3.9% | $132.3m | 3,283,317 | 0% | held |
| 6 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 3.7% | $123.6m | 880,282 | -24% | reduced |
| 7 | RGEN REPLIGEN CORP | 3.0% | $101.8m | 101,000,000 | 0% | held | |
| 8 | KRYS KRYSTAL BIOTECH INC | Healthcare | 2.7% | $91.9m | 520,401 | -28% | reduced |
| 9 | NUVALENT INC | 2.6% | $87.6m | 1,012,982 | -14% | reduced | |
| 10 | NEOGENOMICS INC | 2.6% | $86.8m | 100,381,000 | -1% | reduced | |
| 11 | SLNOEUR SOLENO THERAPEUTICS INC | 2.6% | $86.7m | 1,281,989 | – | new | |
| 12 | IRTC IRHYTHM TECHNOLOGIES INC | 2.5% | $85.4m | 62,000,000 | -11% | reduced | |
| 13 | EWTX EDGEWISE THERAPEUTICS INC | 2.5% | $84.5m | 5,210,831 | 0% | held | |
| 14 | IRONWOOD PHARMACEUTICALS INC | 2.2% | $72.9m | 82,140,000 | -11% | reduced | |
| 15 | INSP INSPIRE MED SYS INC | Healthcare | 1.9% | $65.6m | 883,747 | 69% | added |
| 16 | GKOS GLAUKOS CORP | Healthcare | 1.9% | $63.6m | 780,164 | 29% | added |
| 17 | DHR DANAHER CORPORATION | Healthcare | 1.8% | $61.3m | 309,339 | 0% | held |
| 18 | LEGN LEGEND BIOTECH CORP | Healthcare | 1.8% | $59.6m | 1,826,155 | -28% | reduced |
| 19 | ISRG INTUITIVE SURGICAL INC | Healthcare | 1.7% | $58.2m | 130,227 | 45% | added |
| 20 | APGE APOGEE THERAPEUTICS INC | Healthcare | 1.7% | $57.2m | 1,438,745 | -3% | reduced |
| 21 | ARGX ARGENX SE | Healthcare | 1.7% | $56.1m | 76,091 | -61% | reduced |
| 22 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 1.6% | $55.3m | 113,933 | -16% | reduced |
| 23 | ALGN ALIGN TECHNOLOGY INC | Healthcare | 1.5% | $51.3m | 409,691 | -18% | reduced |
| 24 | ACAD ACADIA PHARMACEUTICALS INC | Healthcare | 1.5% | $50.8m | 2,378,655 | – | new |
| 25 | HNGE HINGE HEALTH INC | Healthcare | 1.3% | $44.7m | 910,476 | – | new |
| 26 | SYRE SPYRE THERAPEUTICS INC | 1.3% | $43.2m | 2,578,404 | 0% | held | |
| 27 | TMDX TRANSMEDICS GROUP INC | Healthcare | 1.2% | $39.4m | 351,248 | 38% | added |
| 28 | IRTC IRHYTHM TECHNOLOGIES INC | Healthcare | 1.2% | $38.8m | 225,845 | -25% | reduced |
| 29 | PEN PENUMBRA INC | Healthcare | 1.1% | $35.9m | 141,528 | 9% | added |
| 30 | KARYOPHARM THERAPEUTICS INC | 1.0% | $35.0m | 48,482,000 | 0% | held | |
| 31 | DYN DYNE THERAPEUTICS INC | Healthcare | 1.0% | $34.5m | 2,730,481 | -17% | reduced |
| 32 | CVS CVS HEALTH CORP | Healthcare | 1.0% | $33.1m | 438,600 | – | new |
| 33 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 1.0% | $32.9m | 835,057 | – | new |
| 34 | CDNA CAREDX INC | Healthcare | 0.9% | $31.7m | 2,182,781 | – | new |
| 35 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 0.8% | $28.6m | 528,000 | – | new |
| 36 | GMED GLOBUS MED INC | Healthcare | 0.8% | $28.5m | 498,000 | 101% | added |
| 37 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 0.8% | $26.6m | 1,382,350 | -9% | reduced |
| 38 | RGEN REPLIGEN CORP | Healthcare | 0.8% | $26.2m | 195,656 | 35% | added |
| 39 | KINIKSA PHARMACEUTICALS INTL | 0.7% | $25.0m | 643,180 | -42% | reduced | |
| 40 | THC TENET HEALTHCARE CORP | Healthcare | 0.7% | $24.7m | 121,700 | – | new |
| 41 | MRVI MARAVAI LIFESCIENCES HLDGS I | Healthcare | 0.7% | $24.0m | 8,353,287 | 0% | held |
| 42 | EXK EXACT SCIENCES CORP | Basic Materials | 0.7% | $22.7m | 414,600 | – | new |
| 43 | AKERO THERAPEUTICS INC | 0.7% | $22.6m | 475,400 | – | new | |
| 44 | ATEC ALPHATEC HLDGS INC | Healthcare | 0.7% | $22.0m | 1,514,604 | -58% | reduced |
| 45 | KIDS ORTHOPEDIATRICS CORP | Healthcare | 0.6% | $20.5m | 1,107,770 | 0% | held |
| 46 | VKTX VIKING THERAPEUTICS INC | Healthcare | 0.6% | $20.0m | 759,455 | -47% | reduced |
| 47 | CSTL CASTLE BIOSCIENCES INC | Healthcare | 0.6% | $18.7m | 822,735 | 0% | held |
| 48 | DRUG BRIGHT MINDS BIOSCIENCES INC | Healthcare | 0.5% | $18.4m | 303,685 | – | new |
| 49 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 0.5% | $17.7m | 588,700 | – | new |
| 50 | HROW HARROW INC | 0.5% | $16.5m | 342,391 | -61% | 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.