Braidwell LP holds a diversified book of 86 stocks worth $2.7B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Humana Inc and trimmed Hinge Health Inc-A. Their largest long position is Caris Life Sciences Inc at 5% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Braidwell LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 75 / 80 | $21.0B |
| JPMORGAN CHASE & CO | 71 / 80 | $16.3B |
| MORGAN STANLEY | 71 / 80 | $15.6B |
| STATE STREET CORP | 70 / 80 | $38.6B |
| UBS Group AG | 70 / 80 | $5.2B |
| BlackRock, Inc. | 69 / 80 | $72.4B |
| MILLENNIUM MANAGEMENT LLC | 69 / 80 | $2.5B |
| BNP PARIBAS FINANCIAL MARKETS | 69 / 80 | $2.0B |
Ranked by how many of Braidwell LP's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Caris Life Sciences Inc COM | $147.1M | 8.26M | 5.4% | ▲+3.1% Added · +247K sh | |
| 2 | Hinge Health Inc CL A | $110.4M | 1.33M | 4.1% | ▼−8.6% Reduced · −125K sh | |
| 3 | Glaukos Corp COM | $82.7M | 591.9K | 3.1% | ▼−22% Reduced · −172K sh | |
| 4 | Edgewise Therapeutics Inc COM | $81.1M | 2.00M | 3.0% | ▼−15% Reduced · −351K sh | |
| 5 | Spyre Therapeutics Inc COM NEW | $78.1M | 879.5K | 2.9% | ▼−5.7% Reduced · −53K sh | |
| 6 | Irhythm Holdings Inc COM | $77.8M | 654.3K | 2.9% | ▲+7.2% Added · +44K sh | |
| 7 | Neogenomics Inc COM NEW | $71.8M | 4.92M | 2.7% | ▼−12% Reduced · −699K sh | |
| 8 | Kodiak Sciences Inc COM | $69.6M | 1.79M | 2.6% | ▼−1.7% Reduced · −31K sh | |
| 9 | Xenon Pharmaceuticals Inc COM | $68.3M | 1.13M | 2.5% | ▼−15% Reduced · −207K sh | |
| 10 | Alphatec Hldgs Inc NOTE 0.750% 3/1 | $66.2M | 69.12M | 2.4% | ▲+12% Added · +7.5M sh | |
| 11 | Monte Rosa Therapeutics Inc COM | $59.3M | 2.45M | 2.2% | ▼−24% Reduced · −755K sh | |
| 12 | Dianthus Therapeutics Inc COM | $58.0M | 594.6K | 2.1% | ▼−34% Reduced · −305K sh | |
| 13 | Neurocrine Biosciences Inc COM | $56.7M | 336.2K | 2.1% | ▼−48% Reduced · −316K sh | |
| 14 | Alphatec Hldgs Inc COM NEW | $56.5M | 6.53M | 2.1% | ▲+201% Added · +4.4M sh | |
| 15 | Generate Biomedicines Inc COM SHS | $55.4M | 3.28M | 2.0% | ▼−8.6% Reduced · −309K sh | |
| 16 | Maravai Lifesciences Hldgs I COM CL A | $54.3M | 8.70M | 2.0% | ▼−15% Reduced · −1.5M sh | |
| 17 | Krystal Biotech Inc COM | $47.9M | 129.0K | 1.8% | ▼−29% Reduced · −53K sh | |
| 18 | Humana Inc COM | $45.5M | 114.5K | 1.7% | ▲New New position | |
| 19 | Thermo Fisher Scientific Inc COM | $44.8M | 89.4K | 1.7% | ▼−3.8% Reduced · −4K sh | |
| 20 | Kymera Therapeutics Inc COM | $43.4M | 378.2K | 1.6% | ▲+12% Added · +41K sh | |
| 21 | Rhythm Pharmaceuticals Inc COM | $42.3M | 381.1K | 1.6% | ▲+23% Added · +71K sh | |
| 22 | Damora Therapeutics Inc COM NEW | $42.1M | 1.62M | 1.6% | ▲+81% Added · +726K sh | |
| 23 | Acadia Pharmaceuticals Inc COM | $41.7M | 1.65M | 1.5% | ▼−33% Reduced · −825K sh | |
| 24 | Brightspring Health Svcs Inc COM | $41.6M | 596.8K | 1.5% | ▼−41% Reduced · −420K sh | |
| 25 | Transmedics Group Inc COM | $40.5M | 609.7K | 1.5% | ▲+85% Added · +280K sh | |
| 26 | MBX Biosciences Inc COM | $39.2M | 710.9K | 1.5% | ▼−52% Reduced · −782K sh | |
| 27 | Climb Bio Inc COM | $36.5M | 2.80M | 1.3% | ▲+83% Added · +1.3M sh | |
| 28 | Caredx Inc COM | $34.8M | 1.22M | 1.3% | ▼−44% Reduced · −953K sh | |
| 29 | Maze Therapeutics Inc COM | $34.0M | 1.14M | 1.3% | ▲New New position | |
| 30 | Bright Minds Biosciences Inc COM NEW | $34.0M | 483.8K | 1.3% | ▼−10% Reduced · −56K sh | |
| 31 | Acadia Healthcare Company In COM | $33.7M | 1.14M | 1.2% | ▲+77% Added · +496K sh | |
| 32 | Nektar Therapeutics COM NEW | $33.1M | 473.6K | 1.2% | ▲+113% Added · +251K sh | |
| 33 | Corvus Pharmaceuticals Inc COM | $31.8M | 2.13M | 1.2% | ▲+21% Added · +374K sh | |
| 34 | Nurix Therapeutics Inc COM | $31.2M | 1.29M | 1.2% | ▼−27% Reduced · −464K sh | |
| 35 | Inspire Med Sys Inc COM | $30.2M | 677.6K | 1.1% | —Held | |
| 36 | Avalo Therapeutics Inc COM NEW | $30.1M | 1.63M | 1.1% | ▲New New position | |
| 37 | Alamar Biosciences Inc COMMON STOCK | $29.4M | 1.08M | 1.1% | ▲New New position | |
| 38 | Danaher Corp Del COM | $28.7M | 150.6K | 1.1% | ▲+8.1% Added · +11K sh | |
| 39 | Intuitive Surgical Inc COM NEW | $27.9M | 70.1K | 1.0% | ▼−9.3% Reduced · −7K sh | |
| 40 | Oruka Therapeutics Inc COM | $26.5M | 278.2K | 1.0% | ▲New New position | |
| 41 | Avalyn Pharmaceuticals Inc COM SHS | $26.4M | 801.4K | 1.0% | ▲New New position | |
| 42 | Aveanna Healthcare Hldgs Inc COM | $26.3M | 3.07M | 1.0% | ▲+39% Added · +862K sh | |
| 43 | Bioage Labs Inc COM | $25.3M | 1.03M | 0.9% | ▼−14% Reduced · −167K sh | |
| 44 | Boston Scientific Corp COM | $25.1M | 587.6K | 0.9% | ▲+70% Added · +241K sh | |
| 45 | Vera Therapeutics Inc CL A | $24.2M | 564.7K | 0.9% | ▲+7.8% Added · +41K sh | |
| 46 | Repligen Corp COM | $24.2M | 177.1K | 0.9% | ▲+273% Added · +130K sh | |
| 47 | Zura Bio Ltd CLASS A ORD SHS | $23.5M | 3.98M | 0.9% | ▼−0.2% Reduced · −9K sh | |
| 48 | Guardant Health Inc COM | $22.2M | 147.8K | 0.8% | ▼−70% Reduced · −352K sh | |
| 49 | Evolus Inc COM | $21.9M | 3.16M | 0.8% | ▲+1.6% Added · +50K sh | |
| 50 | Natera Inc COM | $21.6M | 79.5K | 0.8% | ▼−38% Reduced · −50K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1920938/holdings"
Use Arkolith to show BRAIDWELL LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 86 | $2.7B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 88 | $3.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 73 | $3.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 73 | $3.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 55 | $2.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 64 | $2.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 73 | $3.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 81 | $3.5B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 75 | $3.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 70 | $3.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 72 | $2.7B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 86 | $3.2B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 82 | $3.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 81 | $3.0B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 90 | $3.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.