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BRAIDWELL LP
hedge fundUpdated 27 days agoManaged by Braidwell Lp • Latest filing Q2 2026
Portfolio value
$2.7B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
1.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $3B |
| Q2 2023 | $3.1B |
| Q3 2023 | $3.2B |
| Q4 2023 | $2.7B |
| Q1 2024 | $3.1B |
| Q2 2024 | $3.2B |
| Q3 2024 | $3.5B |
| Q4 2024 | $3.4B |
| Q1 2025 | $2.8B |
| Q2 2025 | $2.9B |
| Q3 2025 | $3.4B |
| Q4 2025 | $3.1B |
| Q1 2026 | $3B |
| Q2 2026 | $2.7B |
Top holdings
86 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CAI CARIS LIFE SCIENCES INC | $147.1M | 8.26M | 5.44% | — |
| 2 | H HNGE HINGE HEALTH INC | $110.4M | 1.33M | 4.08% | — |
| 3 | G GKOS GLAUKOS CORP | $82.7M | 591.9K | 3.06% | — |
| 4 | E EWTX EDGEWISE THERAPEUTICS INC | $81.1M | 2.00M | 3.00% | — |
| 5 | S SYRE SPYRE THERAPEUTICS INC | $78.1M | 879.5K | 2.89% | — |
| 6 | I IRTC IRHYTHM HOLDINGS INC | $77.8M | 654.3K | 2.88% | — |
| 7 | N NEO NEOGENOMICS INC | $71.8M | 4.92M | 2.65% | — |
| 8 | K KOD KODIAK SCIENCES INC | $69.6M | 1.79M | 2.58% | — |
| 9 | X XENE XENON PHARMACEUTICALS INC | $68.3M | 1.13M | 2.53% | — |
| 10 | A ATEC ALPHATEC HLDGS INC | $66.2M | 69.12M | 2.45% | — |
| 11 | M MNST MONTE ROSA THERAPEUTICS INC | $59.3M | 2.45M | 2.19% | — |
| 12 | D DNTH DIANTHUS THERAPEUTICS INC | $58M | 594.6K | 2.14% | — |
| 13 | N NBIX NEUROCRINE BIOSCIENCES INC | $56.7M | 336.2K | 2.10% | — |
| 14 | A ATEC ALPHATEC HLDGS INC | $56.5M | 6.53M | 2.09% | — |
| 15 | G GENB GENERATE BIOMEDICINES INC | $55.4M | 3.28M | 2.05% | — |
| 16 | M MRVI MARAVAI LIFESCIENCES HLDGS I | $54.3M | 8.70M | 2.01% | — |
| 17 | K KRYS KRYSTAL BIOTECH INC | $47.9M | 129.0K | 1.77% | — |
| 18 | H HUM HUMANA INC | $45.5M | 114.5K | 1.68% | — |
| 19 | T TMO THERMO FISHER SCIENTIFIC INC | $44.8M | 89.4K | 1.66% | — |
| 20 | K KYMR KYMERA THERAPEUTICS INC | $43.4M | 378.2K | 1.60% | — |