Braidwell LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Braidwell LP disclosed 88 US equity positions worth $3.0bn in its Q1 2026 13F filing. The largest position was CAI at 4.8% of the reported book, followed by GH and RGEN.
What did Braidwell LP own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CAI CARIS LIFE SCIENCES INC | Healthcare | 4.8% | $143.2m | 8,009,447 | – | |
| 2 | GH GUARDANT HEALTH INC | Healthcare | 3.4% | $102.6m | 60,954,000 | – | |
| 3 | RGEN REPLIGEN CORP | 3.3% | $98.7m | 101,000,000 | – | ||
| 4 | NEOGENOMICS INC | 3.1% | $91.8m | 100,381,000 | – | ||
| 5 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 2.9% | $85.9m | 652,121 | – | |
| 6 | GKOS GLAUKOS CORP | Healthcare | 2.7% | $82.2m | 763,505 | – | |
| 7 | CNTA CENTESSA PHARMACEUTICALS PLC | 2.6% | $78.9m | 1,986,768 | – | ||
| 8 | XENE XENON PHARMACEUTICALS INC | Healthcare | 2.6% | $77.8m | 1,338,452 | – | |
| 9 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 2.5% | $75.5m | 899,364 | – | |
| 10 | EWTX EDGEWISE THERAPEUTICS INC | Healthcare | 2.5% | $73.9m | 2,347,583 | – | |
| 11 | IRTC IRHYTHM HOLDINGS INC | Healthcare | 2.4% | $72.0m | 610,192 | – | |
| 12 | NUVALENT INC | 2.4% | $71.8m | 700,429 | – | ||
| 13 | KOD KODIAK SCIENCES INC | Healthcare | 2.3% | $69.3m | 1,818,665 | – | |
| 14 | CGON CG ONCOLOGY INC | Healthcare | 2.2% | $66.7m | 984,783 | – | |
| 15 | ALPHATEC HLDGS INC | 2.1% | $63.4m | 61,621,000 | – | ||
| 16 | ARGX ARGENX SE | Healthcare | 2.1% | $62.0m | 84,939 | – | |
| 17 | HNGE HINGE HEALTH INC | Healthcare | 1.9% | $56.1m | 1,455,123 | – | |
| 18 | ACAD ACADIA PHARMACEUTICALS INC | Healthcare | 1.8% | $55.0m | 2,471,199 | – | |
| 19 | GLUE MONTE ROSA THERAPEUTICS INC | Healthcare | 1.8% | $52.7m | 3,206,574 | – | |
| 20 | KRYS KRYSTAL BIOTECH INC | Healthcare | 1.6% | $47.1m | 182,425 | – | |
| 21 | SYRE SPYRE THERAPEUTICS INC | Healthcare | 1.6% | $47.1m | 932,823 | – | |
| 22 | GH GUARDANT HEALTH INC | Healthcare | 1.5% | $46.2m | 499,712 | – | |
| 23 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 1.5% | $45.7m | 92,915 | – | |
| 24 | GENB GENERATE BIOMEDICINES INC | 1.5% | $44.9m | 3,592,999 | – | ||
| 25 | MBX MBX BIOSCIENCES INC | Healthcare | 1.5% | $44.6m | 1,492,467 | – | |
| 26 | BTSG BRIGHTSPRING HEALTH SVCS INC | Healthcare | 1.4% | $43.3m | 1,016,562 | – | |
| 27 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 1.4% | $43.0m | 1,356,082 | – | |
| 28 | NEO NEOGENOMICS INC | Healthcare | 1.4% | $41.7m | 5,617,402 | – | |
| 29 | APGE APOGEE THERAPEUTICS INC | Healthcare | 1.3% | $40.3m | 478,667 | – | |
| 30 | DRUG BRIGHT MINDS BIOSCIENCES INC | Healthcare | 1.3% | $39.4m | 539,708 | – | |
| 31 | CDNA CAREDX INC | Healthcare | 1.3% | $37.7m | 2,173,146 | – | |
| 32 | ISRG INTUITIVE SURGICAL INC | Healthcare | 1.2% | $35.6m | 77,297 | – | |
| 33 | INSP INSPIRE MED SYS INC | Healthcare | 1.2% | $34.9m | 677,570 | – | |
| 34 | PEN PENUMBRA INC | Healthcare | 1.2% | $34.6m | 105,352 | – | |
| 35 | TMDX TRANSMEDICS GROUP INC | Healthcare | 1.1% | $32.7m | 329,391 | – | |
| 36 | SLNOEUR SOLENO THERAPEUTICS INC | 1.1% | $32.1m | 959,259 | – | ||
| 37 | DYN DYNE THERAPEUTICS INC | Healthcare | 1.0% | $30.5m | 1,681,998 | – | |
| 38 | MRVI MARAVAI LIFESCIENCES HLDGS I | Healthcare | 1.0% | $29.0m | 10,240,164 | – | |
| 39 | ILMN ILLUMINA INC | Healthcare | 0.9% | $28.3m | 229,215 | – | |
| 40 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 0.9% | $28.1m | 337,559 | – | |
| 41 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 0.9% | $28.1m | 497,020 | – | |
| 42 | NRIX NURIX THERAPEUTICS INC | Healthcare | 0.9% | $27.1m | 1,750,766 | – | |
| 43 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 0.9% | $27.0m | 310,628 | – | |
| 44 | DHR DANAHER CORP DEL | Healthcare | 0.9% | $26.4m | 139,327 | – | |
| 45 | ESTA ESTABLISHMENT LABS HLDGS INC | Healthcare | 0.9% | $26.3m | 463,600 | – | |
| 46 | TECX TECTONIC THERAPEUTIC INC | Healthcare | 0.9% | $26.2m | 847,151 | – | |
| 47 | NTRA NATERA INC | Healthcare | 0.9% | $25.8m | 129,000 | – | |
| 48 | CRVS CORVUS PHARMACEUTICALS INC | Healthcare | 0.9% | $25.6m | 1,752,798 | – | |
| 49 | FULC FULCRUM THERAPEUTICS INC | Healthcare | 0.8% | $24.0m | 3,134,922 | – | |
| 50 | ZURA ZURA BIO LTD | Healthcare | 0.8% | $23.7m | 3,988,989 | – |
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.