Braidwell LP
Net seller this quarter
$2.7B
83
-$625M
31.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CAI | $147M | 5.44% | 2.92% | +3.1% | Q2 2025 |
 HNGE | $110M | 4.08% | 8.12% | -8.6% | Q3 2025 |
 GKOS | $82.7M | 3.06% | 1.01% | -22.5% | Q4 2022 |
 EWTX | $81.1M | 3.00% | 1.85% | -14.9% | Q3 2024 |
 SYRE | $78.1M | 2.89% | 1.00% | -5.7% | Q4 2023 |
 IRTC | $77.8M | 2.88% | 1.99% | +7.2% | Q4 2022 |
 NEO | $71.8M | 2.65% | 3.84% | -12.5% | Q3 2025 |
 KOD | $69.6M | 2.58% | 2.84% | -1.7% | Q4 2022 |
 XENE | $68.3M | 2.53% | 1.17% | -15.5% | Q4 2022 |
 GLUE | $59.3M | 2.19% | 2.88% | -23.6% | Q4 2025 |
 DNTH | $58M | 2.14% | 1.09% | -33.9% | Q2 2024 |
 NBIX | $56.7M | 2.10% | 0.33% | -48.5% | Q1 2023 |
 ATEC | $56.5M | 2.09% | 4.23% | +200.6% | Q2 2023 |
 GENB | $55.4M | 2.05% | 2.56% | -8.6% | Q1 2026 |
 MRVI | $54.3M | 2.01% | Not reported | -15.0% | Q2 2023 |
 KRYS | $47.9M | 1.77% | 0.44% | -29.3% | Q4 2022 |
 HUM | $45.5M | 1.68% | 0.10% | New | Q2 2026 |
 TMO | $44.8M | 1.66% | 0.02% | -3.8% | Q2 2023 |
 KYMR | $43.4M | 1.60% | 0.46% | +12.0% | Q3 2025 |
 RYTM | $42.3M | 1.57% | 0.55% | +22.7% | Q2 2023 |
 DMRA | $42.1M | 1.56% | 2.62% | +81.1% | Q1 2026 |
 ACAD | $41.7M | 1.54% | 0.96% | -33.4% | Q4 2022 |
 BTSG | $41.6M | 1.54% | 0.30% | -41.3% | Q4 2025 |
 TMDX | $40.5M | 1.50% | 1.76% | +85.1% | Q4 2022 |
 MBX | $39.2M | 1.45% | 1.48% | -52.4% | Q4 2025 |
 CLYM | $36.5M | 1.35% | 4.87% | +82.9% | Q1 2026 |
 CDNA | $34.8M | 1.29% | 2.37% | -43.8% | Q3 2025 |
 MAZE | $34M | 1.26% | 2.05% | New | Q2 2026 |
 DRUG | $34M | 1.26% | 6.34% | -10.4% | Q3 2025 |
 ACHC | $33.7M | 1.25% | 1.26% | +76.7% | Q1 2026 |
 NKTR | $33.1M | 1.22% | 2.32% | +112.7% | Q4 2022 |
 CRVS | $31.8M | 1.18% | 2.53% | +21.3% | Q1 2026 |
 NRIX | $31.2M | 1.15% | 1.24% | -26.5% | Q4 2025 |
 INSP | $30.2M | 1.12% | 2.34% | Not reported | Q3 2023 |
 AVTX | $30.1M | 1.11% | 3.08% | Not reported | Q1 2023 |
 ALMR | $29.4M | 1.09% | 1.56% | New | Q2 2026 |
 DHR | $28.7M | 1.06% | 0.02% | +8.1% | Q2 2023 |
 ISRG | $27.9M | 1.03% | 0.02% | -9.3% | Q4 2022 |
 ORKA | $26.5M | 0.98% | 0.46% | Not reported | Q3 2024 |
 AVLN | $26.4M | 0.98% | 1.81% | New | Q2 2026 |
 AVAH | $26.3M | 0.97% | 1.41% | +39.1% | Q1 2026 |
 BIOA | $25.3M | 0.94% | 2.26% | -14.0% | Q1 2026 |
 BSX | $25.1M | 0.93% | 0.04% | +69.6% | Q2 2023 |
 VERA | $24.2M | 0.90% | 0.79% | +7.8% | Q3 2025 |
 RGEN | $24.2M | 0.89% | 0.31% | +272.8% | Q2 2023 |
 ZURA | $23.5M | 0.87% | 4.17% | -0.2% | Q3 2024 |
 GH | $22.2M | 0.82% | 0.11% | -70.4% | Q2 2023 |
 EOLS | $21.9M | 0.81% | 4.78% | +1.6% | Q4 2025 |
 NTRA | $21.6M | 0.80% | 0.06% | -38.4% | Q4 2022 |
 KIDS | $21.1M | 0.78% | 4.28% | Not reported | Q4 2022 |
| Q1 2026 | |||||
| CAI | $143M | 4.78% | 2.83% | +2.5% | Q2 2025 |
| NBIX | $85.9M | 2.87% | 0.65% | -13.2% | Q1 2023 |
| GKOS | $82.2M | 2.74% | 1.31% | -17.2% | Q4 2022 |
| CNTA | $78.9M | 2.63% | 1.28% | -9.2% | Q4 2025 |
| XENE | $77.8M | 2.60% | 1.39% | -26.7% | Q4 2022 |
| DNTH | $75.5M | 2.52% | 1.65% | -29.4% | Q2 2024 |
| EWTX | $73.9M | 2.47% | 2.18% | -55.0% | Q3 2024 |
| IRTC | $72M | 2.40% | 1.86% | +180.8% | Q4 2022 |
| NUVL | $71.8M | 2.39% | 22.38% | -14.7% | Q1 2025 |
| KOD | $69.3M | 2.31% | 2.93% | -12.3% | Q4 2022 |
 CGON | $66.7M | 2.22% | 1.12% | -47.4% | Q1 2024 |
 ARGX | $62M | 2.07% | 0.14% | +173.9% | Q4 2022 |
| HNGE | $56.1M | 1.87% | 8.88% | +11.5% | Q3 2025 |
| ACAD | $55M | 1.84% | 1.44% | +21.6% | Q4 2022 |
| GLUE | $52.7M | 1.76% | 3.80% | +238.1% | Q4 2025 |
| KRYS | $47.1M | 1.57% | 0.62% | -9.7% | Q4 2022 |
| SYRE | $47.1M | 1.57% | 1.18% | -42.9% | Q4 2023 |
| GH | $46.2M | 1.54% | 0.38% | Not reported | Q2 2023 |
| TMO | $45.7M | 1.52% | 0.03% | +15.1% | Q2 2023 |
| GENB | $44.9M | 1.50% | 2.80% | New | Q1 2026 |
| MBX | $44.6M | 1.49% | 3.14% | +46.5% | Q4 2025 |
| BTSG | $43.3M | 1.44% | 0.53% | -15.0% | Q4 2025 |
 CLDX | $43M | 1.43% | 2.04% | -27.0% | Q3 2025 |
| NEO | $41.7M | 1.39% | 4.33% | +21.3% | Q3 2025 |
| APGE | $40.3M | 1.34% | 0.64% | -16.8% | Q3 2023 |
| DRUG | $39.4M | 1.31% | 7.07% | +66.4% | Q3 2025 |
| CDNA | $37.7M | 1.26% | 4.24% | +37.1% | Q3 2025 |
| ISRG | $35.6M | 1.19% | 0.02% | -7.3% | Q4 2022 |
| INSP | $34.9M | 1.17% | 2.35% | +25.3% | Q3 2023 |
 PEN | $34.6M | 1.15% | 0.27% | -4.4% | Q4 2022 |
| TMDX | $32.7M | 1.09% | 0.95% | +4.5% | Q4 2022 |
| SLNO | $32.1M | 1.07% | 1.85% | -19.2% | Q3 2025 |
 DYN | $30.5M | 1.02% | 1.02% | +13.8% | Q4 2022 |
| MRVI | $29M | 0.97% | Not reported | +22.6% | Q2 2023 |
 ILMN | $28.3M | 0.94% | 0.15% | -15.0% | Q4 2025 |
| KYMR | $28.1M | 0.94% | 0.41% | -25.7% | Q3 2025 |
 BMRN | $28.1M | 0.94% | 0.26% | -17.4% | Q1 2024 |
| NRIX | $27.1M | 0.91% | 1.69% | -19.8% | Q4 2025 |
| RYTM | $27M | 0.90% | 0.45% | Not reported | Q2 2023 |
| DHR | $26.4M | 0.88% | 0.02% | +17.9% | Q2 2023 |
 ESTA | $26.3M | 0.88% | 1.58% | New | Q1 2026 |
 TECX | $26.2M | 0.87% | 4.50% | -8.7% | Q3 2025 |
| NTRA | $25.8M | 0.86% | 0.09% | +15.7% | Q4 2022 |
| CRVS | $25.6M | 0.86% | 2.08% | New | Q1 2026 |
 FULC | $24M | 0.80% | 4.71% | +2.4% | Q3 2024 |
| ZURA | $23.7M | 0.79% | 4.20% | +25.4% | Q3 2024 |
| ATEC | $23.6M | 0.79% | 1.41% | Not reported | Q2 2023 |
| DMRA | $23.2M | 0.77% | 1.48% | New | Q1 2026 |
| BSX | $21.7M | 0.73% | 0.02% | Not reported | Q2 2023 |
| VERA | $21.1M | 0.70% | 0.82% | -33.3% | Q3 2025 |
| Q4 2025 | |||||
| CAI | $211M | 6.74% | 2.77% | +6.8% | Q2 2025 |
| EWTX | $129M | 4.14% | 4.90% | Not reported | Q3 2024 |
| NBIX | $107M | 3.41% | 0.75% | -14.6% | Q1 2023 |
| GKOS | $104M | 3.33% | 1.60% | +18.2% | Q4 2022 |
| NUVL | $82.6M | 2.64% | 26.25% | -18.9% | Q1 2025 |
| XENE | $81.8M | 2.62% | 2.28% | -49.4% | Q4 2022 |
| CGON | $77.7M | 2.48% | 2.32% | -43.0% | Q1 2024 |
| HNGE | $60.6M | 1.94% | 7.96% | +43.3% | Q3 2025 |
 ALGN | $59.5M | 1.90% | 0.53% | -7.0% | Q4 2022 |
| KOD | $58M | 1.85% | 3.36% | Not reported | Q4 2022 |
| SLNO | $55M | 1.76% | 2.27% | -7.3% | Q3 2025 |
| CNTA | $54.7M | 1.75% | 1.47% | New | Q4 2025 |
| NEO | $54.5M | 1.74% | 3.59% | +161.6% | Q3 2025 |
| ACAD | $54.3M | 1.74% | 1.19% | -14.6% | Q4 2022 |
| SYRE | $53.5M | 1.71% | 2.09% | -36.6% | Q4 2023 |
| DNTH | $52.5M | 1.68% | 2.95% | +52.6% | Q2 2024 |
| CLDX | $50.5M | 1.61% | 2.79% | +214.0% | Q3 2025 |
| INSP | $49.9M | 1.60% | 1.89% | -38.8% | Q3 2023 |
| KRYS | $49.8M | 1.59% | 0.69% | -61.2% | Q4 2022 |
| ISRG | $47.2M | 1.51% | 0.02% | -35.9% | Q4 2022 |
| TMO | $46.8M | 1.50% | 0.02% | -29.2% | Q2 2023 |
| BTSG | $44.8M | 1.43% | 0.62% | New | Q4 2025 |
 CVS | $44.8M | 1.43% | 0.04% | +28.6% | Q3 2025 |
| APGE | $43.4M | 1.39% | 0.84% | -60.0% | Q3 2023 |
| NRIX | $41.4M | 1.32% | 2.15% | New | Q4 2025 |
| VERA | $39.7M | 1.27% | 1.23% | +66.0% | Q3 2025 |
| IRTC | $38.6M | 1.23% | 0.67% | -3.8% | Q4 2022 |
| TMDX | $38.4M | 1.23% | 0.92% | -10.2% | Q4 2022 |
| BMRN | $35.7M | 1.14% | 0.31% | +13.9% | Q1 2024 |
| ILMN | $35.4M | 1.13% | 0.18% | New | Q4 2025 |
| KYMR | $35.3M | 1.13% | 0.56% | +64.2% | Q3 2025 |
| FULC | $34.6M | 1.11% | 4.60% | +1294.7% | Q3 2024 |
| PEN | $34.2M | 1.10% | 0.28% | -22.2% | Q4 2022 |
| MBX | $32.1M | 1.03% | 2.27% | New | Q4 2025 |
| RAPT | $31.5M | 1.01% | 3.36% | Not reported | Q4 2022 |
| CDNA | $29.9M | 0.96% | 3.11% | -27.4% | Q3 2025 |
| DYN | $28.9M | 0.92% | 0.90% | -45.9% | Q4 2022 |
 ENGN | $28.3M | 0.90% | 4.67% | +38.2% | Q3 2025 |
 LEGN | $28.2M | 0.90% | 0.35% | -28.9% | Q4 2022 |
| MRVI | $27.1M | 0.87% | Not reported | Not reported | Q2 2023 |
| DHR | $27.1M | 0.87% | 0.02% | -61.8% | Q2 2023 |
| ARGX | $26.1M | 0.83% | 0.05% | -59.3% | Q4 2022 |
| NTRA | $25.5M | 0.82% | 0.08% | Not reported | Q4 2022 |
| DRUG | $25.3M | 0.81% | 4.25% | +6.8% | Q3 2025 |
| TERN | $23.2M | 0.74% | 0.51% | Not reported | Q1 2023 |
| EOLS | $20.6M | 0.66% | 4.78% | New | Q4 2025 |
 BIIB | $20.4M | 0.65% | 0.08% | Not reported | Q4 2022 |
| KIDS | $19.5M | 0.62% | 4.39% | -0.7% | Q4 2022 |
| TECX | $19.3M | 0.62% | 4.95% | +25.9% | Q3 2025 |
| VTYX | $17.3M | 0.55% | 2.69% | New | Q4 2025 |
| Q3 2025 | |||||
| CAI | $221M | 6.57% | 2.59% | Not reported | Q2 2025 |
| XENE | $145M | 4.29% | 4.67% | Not reported | Q4 2022 |
| CGON | $132M | 3.92% | 4.19% | Not reported | Q1 2024 |
| NBIX | $124M | 3.67% | 0.88% | -24.1% | Q1 2023 |
| KRYS | $91.9M | 2.73% | 1.80% | -28.5% | Q4 2022 |
| NUVL | $87.6M | 2.60% | 32.37% | -13.9% | Q1 2025 |
| SLNO | $86.7M | 2.57% | 2.39% | New | Q3 2025 |
| EWTX | $84.5M | 2.51% | 4.93% | Not reported | Q3 2024 |
| INSP | $65.6M | 1.95% | 3.04% | +69.2% | Q3 2023 |
| GKOS | $63.6M | 1.89% | 1.36% | +29.3% | Q4 2022 |
| DHR | $61.3M | 1.82% | 0.04% | Not reported | Q2 2023 |
| LEGN | $59.6M | 1.77% | 0.50% | -28.2% | Q4 2022 |
| ISRG | $58.2M | 1.73% | 0.04% | +45.3% | Q4 2022 |
| APGE | $57.2M | 1.70% | 2.43% | -2.7% | Q3 2023 |
| ARGX | $56.1M | 1.67% | 0.13% | -60.9% | Q4 2022 |
| TMO | $55.3M | 1.64% | 0.03% | -15.8% | Q2 2023 |
| ALGN | $51.3M | 1.52% | 0.57% | -17.5% | Q4 2022 |
| ACAD | $50.8M | 1.51% | 1.41% | Not reported | Q4 2022 |
| HNGE | $44.7M | 1.33% | 5.56% | New | Q3 2025 |
| SYRE | $43.2M | 1.28% | 4.26% | Not reported | Q4 2023 |
| TMDX | $39.4M | 1.17% | 1.03% | +37.7% | Q4 2022 |
| IRTC | $38.8M | 1.15% | 0.70% | -24.7% | Q4 2022 |
| PEN | $35.9M | 1.06% | 0.36% | +9.2% | Q4 2022 |
| DYN | $34.5M | 1.02% | 1.91% | -16.6% | Q4 2022 |
| CVS | $33.1M | 0.98% | 0.03% | New | Q3 2025 |
| DNTH | $32.9M | 0.97% | 1.95% | Not reported | Q2 2024 |
| CDNA | $31.7M | 0.94% | 4.25% | New | Q3 2025 |
| BMRN | $28.6M | 0.85% | 0.27% | Not reported | Q1 2024 |
 GMED | $28.5M | 0.85% | 0.37% | +101.5% | Q4 2022 |
| ORKA | $26.6M | 0.79% | 2.86% | -9.3% | Q3 2024 |
| RGEN | $26.2M | 0.78% | 0.35% | +35.4% | Q2 2023 |
 KNSA | $25M | 0.74% | Not reported | -41.7% | Q1 2024 |
 THC | $24.7M | 0.73% | 0.14% | New | Q3 2025 |
| MRVI | $24M | 0.71% | Not reported | Not reported | Q2 2023 |
 EXK | $22.7M | 0.67% | 0.16% | Not reported | Q2 2024 |
| AKRO | $22.6M | 0.67% | 0.59% | Not reported | Q2 2024 |
| ATEC | $22M | 0.65% | 1.01% | -58.3% | Q2 2023 |
| KIDS | $20.5M | 0.61% | 4.42% | Not reported | Q4 2022 |
 VKTX | $20M | 0.59% | 0.68% | -47.2% | Q1 2024 |
 CSTL | $18.7M | 0.56% | 2.82% | Not reported | Q2 2024 |
| DRUG | $18.4M | 0.55% | 3.98% | New | Q3 2025 |
 RARE | $17.7M | 0.53% | 0.61% | New | Q3 2025 |
 HROW | $16.5M | 0.49% | 0.92% | -60.8% | Q1 2023 |
 SRPT | $16M | 0.48% | 0.79% | Not reported | Q4 2022 |
| KYMR | $15.7M | 0.46% | 0.39% | New | Q3 2025 |
| ENGN | $15.5M | 0.46% | 4.43% | New | Q3 2025 |
| DAWN | $15.4M | 0.46% | 2.12% | Not reported | Q4 2022 |
| CLDX | $15.3M | 0.45% | 0.89% | New | Q3 2025 |
 XNCR | $14.6M | 0.43% | 1.75% | -24.7% | Q3 2024 |
| RNAM | $14.5M | 0.43% | 0.23% | New | Q3 2025 |