Braidwell LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Braidwell LP disclosed 86 US equity positions worth $2.7bn in its Q2 2026 13F filing. The largest position was CAI at 5.4% of the reported book, followed by HNGE and GKOS. Against the Q1 2026 filing, it opened 6 new positions, added to 18 and reduced 24 among the top 50 holdings.
What did Braidwell LP own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | CAI CARIS LIFE SCIENCES INC | Healthcare | 5.4% | $147.1m | 8,256,032 | 3% | added |
| 2 | HNGE HINGE HEALTH INC | Healthcare | 4.1% | $110.4m | 1,330,127 | -9% | reduced |
| 3 | GKOS GLAUKOS CORP | Healthcare | 3.1% | $82.7m | 591,927 | -22% | reduced |
| 4 | EWTX EDGEWISE THERAPEUTICS INC | Healthcare | 3.0% | $81.1m | 1,996,965 | -15% | reduced |
| 5 | SYRE SPYRE THERAPEUTICS INC | Healthcare | 2.9% | $78.1m | 879,467 | -6% | reduced |
| 6 | IRTC IRHYTHM HOLDINGS INC | Healthcare | 2.9% | $77.8m | 654,262 | 7% | added |
| 7 | NEO NEOGENOMICS INC | Healthcare | 2.7% | $71.8m | 4,918,202 | -12% | reduced |
| 8 | KOD KODIAK SCIENCES INC | Healthcare | 2.6% | $69.6m | 1,787,318 | -2% | reduced |
| 9 | XENE XENON PHARMACEUTICALS INC | Healthcare | 2.5% | $68.3m | 1,131,452 | -15% | reduced |
| 10 | ALPHATEC HLDGS INC | 2.4% | $66.2m | 69,121,000 | 12% | added | |
| 11 | GLUE MONTE ROSA THERAPEUTICS INC | Healthcare | 2.2% | $59.3m | 2,451,562 | -24% | reduced |
| 12 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 2.1% | $58.0m | 594,562 | -34% | reduced |
| 13 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 2.1% | $56.7m | 336,171 | -48% | reduced |
| 14 | ATEC ALPHATEC HLDGS INC | Healthcare | 2.1% | $56.5m | 6,531,439 | 201% | added |
| 15 | GENB GENERATE BIOMEDICINES INC | 2.0% | $55.4m | 3,283,844 | -9% | reduced | |
| 16 | MRVI MARAVAI LIFESCIENCES HLDGS I | Healthcare | 2.0% | $54.3m | 8,702,921 | -15% | reduced |
| 17 | KRYS KRYSTAL BIOTECH INC | Healthcare | 1.8% | $47.9m | 128,975 | -29% | reduced |
| 18 | HUM HUMANA INC | Healthcare | 1.7% | $45.5m | 114,500 | – | new |
| 19 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 1.7% | $44.8m | 89,395 | -4% | reduced |
| 20 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 1.6% | $43.4m | 378,163 | 12% | added |
| 21 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 1.6% | $42.3m | 381,128 | 23% | added |
| 22 | DMRA DAMORA THERAPEUTICS INC | Healthcare | 1.6% | $42.1m | 1,620,377 | 81% | added |
| 23 | ACAD ACADIA PHARMACEUTICALS INC | Healthcare | 1.5% | $41.7m | 1,646,399 | -33% | reduced |
| 24 | BTSG BRIGHTSPRING HEALTH SVCS INC | Healthcare | 1.5% | $41.6m | 596,753 | -41% | reduced |
| 25 | TMDX TRANSMEDICS GROUP INC | Healthcare | 1.5% | $40.5m | 609,715 | 85% | added |
| 26 | MBX MBX BIOSCIENCES INC | Healthcare | 1.5% | $39.2m | 710,880 | -52% | reduced |
| 27 | CLYM CLIMB BIO INC | Healthcare | 1.3% | $36.5m | 2,797,375 | 83% | added |
| 28 | CDNA CAREDX INC | Healthcare | 1.3% | $34.8m | 1,220,602 | -44% | reduced |
| 29 | MAZE MAZE THERAPEUTICS INC | Healthcare | 1.3% | $34.0m | 1,140,040 | – | new |
| 30 | DRUG BRIGHT MINDS BIOSCIENCES INC | Healthcare | 1.3% | $34.0m | 483,822 | -10% | reduced |
| 31 | ACHC ACADIA HEALTHCARE COMPANY IN | Healthcare | 1.2% | $33.7m | 1,141,477 | 77% | added |
| 32 | NKTR NEKTAR THERAPEUTICS | Healthcare | 1.2% | $33.1m | 473,617 | 113% | added |
| 33 | CRVS CORVUS PHARMACEUTICALS INC | Healthcare | 1.2% | $31.8m | 2,126,298 | 21% | added |
| 34 | NRIX NURIX THERAPEUTICS INC | Healthcare | 1.2% | $31.2m | 1,286,769 | -27% | reduced |
| 35 | INSP INSPIRE MED SYS INC | Healthcare | 1.1% | $30.2m | 677,570 | 0% | held |
| 36 | AVTX AVALO THERAPEUTICS INC | Healthcare | 1.1% | $30.1m | 1,629,182 | – | new |
| 37 | ALMR ALAMAR BIOSCIENCES INC | 1.1% | $29.4m | 1,083,983 | – | new | |
| 38 | DHR DANAHER CORP DEL | Healthcare | 1.1% | $28.7m | 150,627 | 8% | added |
| 39 | ISRG INTUITIVE SURGICAL INC | Healthcare | 1.0% | $27.9m | 70,137 | -9% | reduced |
| 40 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 1.0% | $26.5m | 278,164 | – | new |
| 41 | AVALYN PHARMACEUTICALS INC | 1.0% | $26.4m | 801,395 | – | new | |
| 42 | AVAH AVEANNA HEALTHCARE HLDGS INC | Healthcare | 1.0% | $26.3m | 3,065,106 | 39% | added |
| 43 | BIOA BIOAGE LABS INC | 0.9% | $25.3m | 1,033,129 | -14% | reduced | |
| 44 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 0.9% | $25.1m | 587,567 | 70% | added |
| 45 | VERA VERA THERAPEUTICS INC | Healthcare | 0.9% | $24.2m | 564,724 | 8% | added |
| 46 | RGEN REPLIGEN CORP | Healthcare | 0.9% | $24.2m | 177,100 | 273% | added |
| 47 | ZURA ZURA BIO LTD | Healthcare | 0.9% | $23.5m | 3,980,295 | -0% | held |
| 48 | GH GUARDANT HEALTH INC | Healthcare | 0.8% | $22.2m | 147,850 | -70% | reduced |
| 49 | EOLS EVOLUS INC | Healthcare | 0.8% | $21.9m | 3,155,209 | 2% | added |
| 50 | NTRA NATERA INC | Healthcare | 0.8% | $21.6m | 79,500 | -38% | 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.