Braidwell LP holds a diversified book of 88 stocks worth $3.0B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Alphatec Holdings Inc and trimmed Guardant Health Inc. Their largest long position is Caris Life Sciences Inc at 5% of the equity book.
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Use Arkolith to show BRAIDWELL LP's latest holdings, largest changes, and filing provenance.
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.
86% 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
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 | $143.2M | 8.01M | 4.8% | ▲+2.5% Added · +193K sh | |
| 2 | Guardant Health Inc DEBT 1.250% 2/1 | $102.6M | 60.95M | 3.4% | ▼−42% Reduced · −43.9M sh | |
| 3 | Repligen Corp NOTE 1.000%12/1 | $98.7M | 101.00M | 3.3% | —Held | |
| 4 | Neogenomics Inc NOTE 0.250% 1/1 | $91.8M | 100.38M | 3.1% | —Held | |
| 5 | Neurocrine Biosciences Inc COM | $85.9M | 652.1K | 2.9% | ▼−13% Reduced · −99K sh | |
| 6 | Glaukos Corp COM | $82.2M | 763.5K | 2.7% | ▼−17% Reduced · −158K sh | |
| 7 | Centessa Pharmaceuticals PLC SPONSORED ADS | $78.9M | 1.99M | 2.6% | ▼−9.2% Reduced · −202K sh | |
| 8 | Xenon Pharmaceuticals Inc COM | $77.8M | 1.34M | 2.6% | ▼−27% Reduced · −487K sh | |
| 9 | Dianthus Therapeutics Inc COM | $75.5M | 899.4K | 2.5% | ▼−29% Reduced · −375K sh | |
| 10 | Edgewise Therapeutics Inc COM | $73.9M | 2.35M | 2.5% | ▼−55% Reduced · −2.9M sh | |
| 11 | Irhythm Holdings Inc COM | $72.0M | 610.2K | 2.4% | ▲+181% Added · +393K sh | |
| 12 | Nuvalent Inc COM | $71.8M | 700.4K | 2.4% | ▼−15% Reduced · −121K sh | |
| 13 | Kodiak Sciences Inc COM | $69.3M | 1.82M | 2.3% | ▼−12% Reduced · −254K sh | |
| 14 | CG Oncology Inc COM | $66.7M | 984.8K | 2.2% | ▼−47% Reduced · −886K sh | |
| 15 | Alphatec Hldgs Inc NOTE 0.750% 3/1 | $63.4M | 61.62M | 2.1% | ▲New New position | |
| 16 | Argenx SE SPONSORED ADR | $62.0M | 84.9K | 2.1% | ▲+174% Added · +54K sh | |
| 17 | Hinge Health Inc CL A | $56.1M | 1.46M | 1.9% | ▲+12% Added · +151K sh | |
| 18 | Acadia Pharmaceuticals Inc COM | $55.0M | 2.47M | 1.8% | ▲+22% Added · +439K sh | |
| 19 | Monte Rosa Therapeutics Inc COM | $52.7M | 3.21M | 1.8% | ▲+238% Added · +2.3M sh | |
| 20 | Krystal Biotech Inc COM | $47.1M | 182.4K | 1.6% | ▼−9.7% Reduced · −20K sh | |
| 21 | Spyre Therapeutics Inc COM NEW | $47.1M | 932.8K | 1.6% | ▼−43% Reduced · −702K sh | |
| 22 | Guardant Health Inc COM | $46.2M | 499.7K | 1.5% | ▲New New position | |
| 23 | Thermo Fisher Scientific Inc COM | $45.7M | 92.9K | 1.5% | ▲+15% Added · +12K sh | |
| 24 | Generate Biomedicines Inc COM SHS | $44.9M | 3.59M | 1.5% | ▲New New position | |
| 25 | MBX Biosciences Inc COM | $44.6M | 1.49M | 1.5% | ▲+47% Added · +474K sh | |
| 26 | Brightspring Health Svcs Inc COM | $43.3M | 1.02M | 1.4% | ▼−15% Reduced · −179K sh | |
| 27 | Celldex Therapeutics Inc New COM NEW | $43.0M | 1.36M | 1.4% | ▼−27% Reduced · −502K sh | |
| 28 | Neogenomics Inc COM NEW | $41.7M | 5.62M | 1.4% | ▲+21% Added · +985K sh | |
| 29 | Apogee Therapeutics Inc COM | $40.3M | 478.7K | 1.3% | ▼−17% Reduced · −96K sh | |
| 30 | Bright Minds Biosciences Inc COM NEW | $39.4M | 539.7K | 1.3% | ▲+66% Added · +215K sh | |
| 31 | Caredx Inc COM | $37.7M | 2.17M | 1.3% | ▲+37% Added · +588K sh | |
| 32 | Intuitive Surgical Inc COM NEW | $35.6M | 77.3K | 1.2% | ▼−7.3% Reduced · −6K sh | |
| 33 | Inspire Med Sys Inc COM | $34.9M | 677.6K | 1.2% | ▲+25% Added · +137K sh | |
| 34 | Penumbra Inc COM | $34.6M | 105.4K | 1.2% | ▼−4.3% Reduced · −5K sh | |
| 35 | Transmedics Group Inc COM | $32.7M | 329.4K | 1.1% | ▲+4.5% Added · +14K sh | |
| 36 | Soleno Therapeutics Inc COM | $32.1M | 959.3K | 1.1% | ▼−19% Reduced · −229K sh | |
| 37 | Dyne Therapeutics Inc COM | $30.5M | 1.68M | 1.0% | ▲+14% Added · +204K sh | |
| 38 | Maravai Lifesciences Hldgs I COM CL A | $29.0M | 10.24M | 1.0% | ▲+23% Added · +1.9M sh | |
| 39 | Illumina Inc COM | $28.3M | 229.2K | 0.9% | ▼−15% Reduced · −40K sh | |
| 40 | Kymera Therapeutics Inc COM | $28.1M | 337.6K | 0.9% | ▼−26% Reduced · −117K sh | |
| 41 | Biomarin Pharmaceutical Inc COM | $28.1M | 497.0K | 0.9% | ▼−17% Reduced · −105K sh | |
| 42 | Nurix Therapeutics Inc COM | $27.1M | 1.75M | 0.9% | ▼−20% Reduced · −433K sh | |
| 43 | Rhythm Pharmaceuticals Inc COM | $27.0M | 310.6K | 0.9% | ▲New New position | |
| 44 | Danaher Corp Del COM | $26.4M | 139.3K | 0.9% | ▲+18% Added · +21K sh | |
| 45 | Establishment Labs Hldgs Inc COM | $26.3M | 463.6K | 0.9% | ▲New New position | |
| 46 | Tectonic Therapeutic Inc COM | $26.2M | 847.2K | 0.9% | ▼−8.7% Reduced · −80K sh | |
| 47 | Natera Inc COM | $25.8M | 129.0K | 0.9% | ▲+16% Added · +18K sh | |
| 48 | Corvus Pharmaceuticals Inc COM | $25.6M | 1.75M | 0.9% | ▲New New position | |
| 49 | Fulcrum Therapeutics Inc COM | $24.0M | 3.13M | 0.8% | ▲+2.4% Added · +74K sh | |
| 50 | Zura Bio Ltd CLASS A ORD SHS | $23.7M | 3.99M | 0.8% | ▲+25% Added · +809K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| 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 ~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.