Braidwell LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Braidwell LP disclosed 73 US equity positions worth $3.1bn in its Q4 2025 13F filing. The largest position was CAI at 6.7% of the reported book, followed by GH and EWTX. Against the Q3 2025 filing, it opened 9 new positions, added to 13 and reduced 24 among the top 50 holdings.
What did Braidwell LP own in Q4 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CAI CARIS LIFE SCIENCES INC | Healthcare | 6.7% | $210.9m | 7,816,142 | 7% | added |
| 2 | GH GUARDANT HEALTH INC | 6.2% | $192.3m | 104,854,000 | -52% | reduced | |
| 3 | EWTX EDGEWISE THERAPEUTICS INC | 4.1% | $129.3m | 5,210,831 | 0% | held | |
| 4 | RGEN REPLIGEN CORP | 3.5% | $110.8m | 101,000,000 | 0% | held | |
| 5 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 3.4% | $106.6m | 751,534 | -15% | reduced |
| 6 | GKOS GLAUKOS CORP | Healthcare | 3.3% | $104.1m | 921,979 | 18% | added |
| 7 | NEOGENOMICS INC | 2.9% | $89.7m | 100,381,000 | 0% | held | |
| 8 | NUVALENT INC | 2.6% | $82.6m | 821,406 | -19% | reduced | |
| 9 | XENE XENON PHARMACEUTICALS INC | Healthcare | 2.6% | $81.8m | 1,825,076 | -49% | reduced |
| 10 | CGON CG ONCOLOGY INC | Healthcare | 2.5% | $77.7m | 1,870,571 | -43% | reduced |
| 11 | IRTC IRHYTHM TECHNOLOGIES INC | 2.3% | $72.8m | 52,000,000 | -16% | reduced | |
| 12 | HNGE HINGE HEALTH INC | Healthcare | 1.9% | $60.6m | 1,304,623 | 43% | added |
| 13 | ALGN ALIGN TECHNOLOGY INC | Healthcare | 1.9% | $59.5m | 381,004 | -7% | reduced |
| 14 | KOD KODIAK SCIENCES INC | Healthcare | 1.9% | $58.0m | 2,072,788 | – | new |
| 15 | SLNOEUR SOLENO THERAPEUTICS INC | 1.8% | $55.0m | 1,187,859 | -7% | reduced | |
| 16 | CNTA CENTESSA PHARMACEUTICALS PLC | 1.8% | $54.7m | 2,188,320 | – | new | |
| 17 | NEO NEOGENOMICS INC | Healthcare | 1.7% | $54.5m | 4,632,801 | 162% | added |
| 18 | ACAD ACADIA PHARMACEUTICALS INC | Healthcare | 1.7% | $54.3m | 2,032,021 | -15% | reduced |
| 19 | SYRE SPYRE THERAPEUTICS INC | 1.7% | $53.5m | 1,634,615 | -37% | reduced | |
| 20 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 1.7% | $52.5m | 1,273,935 | 53% | added |
| 21 | IRONWOOD PHARMACEUTICALS INC | 1.6% | $50.5m | 53,405,000 | -35% | reduced | |
| 22 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 1.6% | $50.5m | 1,858,109 | 214% | added |
| 23 | INSP INSPIRE MED SYS INC | Healthcare | 1.6% | $49.9m | 540,890 | -39% | reduced |
| 24 | KRYS KRYSTAL BIOTECH INC | Healthcare | 1.6% | $49.8m | 202,101 | -61% | reduced |
| 25 | ISRG INTUITIVE SURGICAL INC | Healthcare | 1.5% | $47.2m | 83,417 | -36% | reduced |
| 26 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 1.5% | $46.8m | 80,725 | -29% | reduced |
| 27 | BTSG BRIGHTSPRING HEALTH SVCS INC | Healthcare | 1.4% | $44.8m | 1,195,786 | – | new |
| 28 | CVS CVS HEALTH CORP | Healthcare | 1.4% | $44.8m | 564,200 | 29% | added |
| 29 | APGE APOGEE THERAPEUTICS INC | Healthcare | 1.4% | $43.4m | 575,067 | -60% | reduced |
| 30 | NRIX NURIX THERAPEUTICS INC | Healthcare | 1.3% | $41.4m | 2,183,864 | – | new |
| 31 | VERA VERA THERAPEUTICS INC | Healthcare | 1.3% | $39.7m | 784,742 | 66% | added |
| 32 | IRTC IRHYTHM TECHNOLOGIES INC | Healthcare | 1.2% | $38.6m | 217,345 | -4% | reduced |
| 33 | TMDX TRANSMEDICS GROUP INC | Healthcare | 1.2% | $38.4m | 315,341 | -10% | reduced |
| 34 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 1.1% | $35.7m | 601,520 | 14% | added |
| 35 | ILMN ILLUMINA INC | Healthcare | 1.1% | $35.4m | 269,673 | – | new |
| 36 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 1.1% | $35.3m | 454,259 | 64% | added |
| 37 | FULC FULCRUM THERAPEUTICS INC | Healthcare | 1.1% | $34.6m | 3,061,222 | 1295% | added |
| 38 | PEN PENUMBRA INC | Healthcare | 1.1% | $34.2m | 110,152 | -22% | reduced |
| 39 | MBX MBX BIOSCIENCES INC | Healthcare | 1.0% | $32.1m | 1,018,600 | – | new |
| 40 | RAPT RAPT THERAPEUTICS INC | 1.0% | $31.5m | 929,694 | – | new | |
| 41 | CDNA CAREDX INC | Healthcare | 1.0% | $29.9m | 1,585,220 | -27% | reduced |
| 42 | DYN DYNE THERAPEUTICS INC | Healthcare | 0.9% | $28.9m | 1,478,329 | -46% | reduced |
| 43 | ENGENE HOLDINGS INC | 0.9% | $28.3m | 3,131,319 | 38% | added | |
| 44 | LEGN LEGEND BIOTECH CORP | Healthcare | 0.9% | $28.2m | 1,298,142 | -29% | reduced |
| 45 | MRVI MARAVAI LIFESCIENCES HLDGS I | Healthcare | 0.9% | $27.1m | 8,353,287 | 0% | held |
| 46 | DHR DANAHER CORPORATION | Healthcare | 0.9% | $27.1m | 118,227 | -62% | reduced |
| 47 | ARGX ARGENX SE | Healthcare | 0.8% | $26.1m | 31,007 | -59% | reduced |
| 48 | NTRA NATERA INC | Healthcare | 0.8% | $25.5m | 111,500 | – | new |
| 49 | DRUG BRIGHT MINDS BIOSCIENCES INC | Healthcare | 0.8% | $25.3m | 324,358 | 7% | added |
| 50 | 430 TERNS PHARMACEUTICALS INC | 0.7% | $23.2m | 575,321 | – | new |
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.