BRAIDWELL LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SOLENO THERAPEUTICS INC | 0 | 1,281,989 | +1,281,989 | 0 | 86,662,456 | 2.57% | +86,662,456 |
| NOVOCURE LTD(NVCR) | 0 | 0 | 0 | 137,848,174 | 210,042,981 | 6.23% | +72,194,807 |
| ACADIA PHARMACEUTICALS INC | 0 | 2,378,655 | +2,378,655 | 0 | 50,760,498 | 1.51% | +50,760,498 |
| CG ONCOLOGY INC(CGON) | 3,283,317 | 3,283,317 | 0 | 85,366,242 | 132,252,009 | 3.92% | +46,885,767 |
| HINGE HEALTH INC(HNGE) | 0 | 910,476 | +910,476 | 0 | 44,686,162 | 1.33% | +44,686,162 |
| CVS HEALTH CORP(CVS) | 0 | 438,600 | +438,600 | 0 | 33,066,054 | 0.98% | +33,066,054 |
| DIANTHUS THERAPEUTICS INC(DNTH) | 0 | 835,057 | +835,057 | 0 | 32,859,493 | 0.97% | +32,859,493 |
| XENON PHARMACEUTICALS INC(XENE) | 3,605,029 | 3,605,029 | 0 | 112,837,408 | 144,741,914 | 4.29% | +31,904,506 |
| CAREDX INC(CDNA) | 0 | 2,182,781 | +2,182,781 | 0 | 31,737,636 | 0.94% | +31,737,636 |
| GUARDANT HEALTH INC(GH) | 0 | 0 | 0 | 256,358,587 | 286,281,230 | 8.49% | +29,922,643 |
| BIOMARIN PHARMACEUTICAL INC(BMRN) | 0 | 528,000 | +528,000 | 0 | 28,596,480 | 0.85% | +28,596,480 |
| CARIS LIFE SCIENCES INC(CAI) | 7,316,142 | 7,316,142 | 0 | 195,487,315 | 221,313,296 | 6.57% | +25,825,981 |
| TENET HEALTHCARE CORP(THC) | 0 | 121,700 | +121,700 | 0 | 24,709,968 | 0.73% | +24,709,968 |
| EXACT SCIENCES CORP(EXK) | 0 | 414,600 | +414,600 | 0 | 22,682,766 | 0.67% | +22,682,766 |
| AKERO THERAPEUTICS INC | 0 | 475,400 | +475,400 | 0 | 22,571,992 | 0.67% | +22,571,992 |
| BRIGHT MINDS BIOSCIENCES INC | 0 | 303,685 | +303,685 | 0 | 18,421,532 | 0.55% | +18,421,532 |
| ULTRAGENYX PHARMACEUTICAL IN(RARE) | 0 | 588,700 | +588,700 | 0 | 17,708,096 | 0.53% | +17,708,096 |
| EDGEWISE THERAPEUTICS INC(EWTX) | 5,210,831 | 5,210,831 | 0 | 68,313,994 | 84,519,679 | 2.51% | +16,205,685 |
| SAREPTA THERAPEUTICS INC(SRPT) | 0 | 832,100 | +832,100 | 0 | 16,034,567 | 0.48% | +16,034,567 |
| KYMERA THERAPEUTICS INC(KYMR) | 0 | 276,692 | +276,692 | 0 | 15,660,767 | 0.46% | +15,660,767 |
| ENGENE HOLDINGS INC | 0 | 2,266,319 | +2,266,319 | 0 | 15,478,959 | 0.46% | +15,478,959 |
| CELLDEX THERAPEUTICS INC NEW(CLDX) | 0 | 591,689 | +591,689 | 0 | 15,306,994 | 0.45% | +15,306,994 |
| AVIDITY BIOSCIENCES INC | 0 | 331,907 | +331,907 | 0 | 14,461,188 | 0.43% | +14,461,188 |
| ENCOMPASS HEALTH CORP(EHC) | 0 | 113,335 | +113,335 | 0 | 14,395,812 | 0.43% | +14,395,812 |
| GLOBUS MED INC(GMED) | 247,200 | 498,000 | +250,800 | 14,589,744 | 28,520,460 | 0.85% | +13,930,716 |
| VERA THERAPEUTICS INC(VERA) | 0 | 472,739 | +472,739 | 0 | 13,737,795 | 0.41% | +13,737,795 |
| NEOGENOMICS INC(NEO) | 0 | 1,771,146 | +1,771,146 | 0 | 13,673,247 | 0.41% | +13,673,247 |
| TECTONIC THERAPEUTIC INC | 0 | 736,867 | +736,867 | 0 | 11,561,443 | 0.34% | +11,561,443 |
| INTUITIVE SURGICAL INC | 89,600 | 130,227 | +40,627 | 48,689,536 | 58,241,421 | 1.73% | +9,551,885 |
| ORUKA THERAPEUTICS INC(ORKA) | 1,524,842 | 1,382,350 | -142,492 | 17,093,479 | 26,582,591 | 0.79% | +9,489,112 |
| AMYLYX PHARMACEUTICALS INC(AMLX) | 0 | 612,841 | +612,841 | 0 | 8,328,509 | 0.25% | +8,328,509 |
| REPLIGEN CORP(RGEN) | 144,556 | 195,656 | +51,100 | 17,979,875 | 26,153,338 | 0.78% | +8,173,463 |
| ZURA BIO LTD | 2,472,806 | 2,472,806 | 0 | 2,596,446 | 10,707,250 | 0.32% | +8,110,804 |
| REPLIMUNE GROUP INC(REPL) | 422,887 | 2,750,092 | +2,327,205 | 3,928,620 | 11,522,885 | 0.34% | +7,594,265 |
| ROYALTY PHARMA PLC(RPRX) | 0 | 182,068 | +182,068 | 0 | 6,423,359 | 0.19% | +6,423,359 |
| TRANSMEDICS GROUP INC(TMDX) | 255,048 | 351,248 | +96,200 | 34,178,982 | 39,410,026 | 1.17% | +5,231,044 |
| SPYRE THERAPEUTICS INC(SYRE) | 2,578,404 | 2,578,404 | 0 | 38,598,708 | 43,214,051 | 1.28% | +4,615,343 |
| MARAVAI LIFESCIENCES HLDGS I(MRVI) | 8,353,287 | 8,353,287 | 0 | 20,131,422 | 23,973,934 | 0.71% | +3,842,512 |
| DYNE THERAPEUTICS INC(DYN) | 3,273,349 | 2,730,481 | -542,868 | 31,162,282 | 34,540,585 | 1.02% | +3,378,303 |
| PENUMBRA INC(PEN) | 129,628 | 141,528 | +11,900 | 33,266,434 | 35,851,873 | 1.06% | +2,585,439 |
| FULCRUM THERAPEUTICS INC | 0 | 219,488 | +219,488 | 0 | 2,019,290 | 0.06% | +2,019,290 |
| CASTLE BIOSCIENCES INC | 822,735 | 822,735 | 0 | 16,800,249 | 18,733,676 | 0.56% | +1,933,427 |
| HEARTFLOW INC(HTFL) | 0 | 50,000 | +50,000 | 0 | 1,683,000 | 0.05% | +1,683,000 |
| XENCOR INC(XNCR) | 1,655,690 | 1,246,280 | -409,410 | 13,013,723 | 14,618,864 | 0.43% | +1,605,141 |
| GLAUKOS CORP(GKOS) | 603,414 | 780,164 | +176,750 | 62,326,632 | 63,622,374 | 1.89% | +1,295,742 |
| REPLIGEN CORP(RGEN) | 0 | 0 | 0 | 100,545,500 | 101,808,000 | 3.02% | +1,262,500 |
| DAY ONE BIOPHARMACEUTICALS I | 2,181,598 | 2,181,598 | 0 | 14,180,387 | 15,380,266 | 0.46% | +1,199,879 |
| SURROZEN INC | 140,000 | 140,000 | 0 | 1,251,600 | 1,803,900 | 0.05% | +552,300 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 135,233 | 113,933 | -21,300 | 54,831,572 | 55,259,784 | 1.64% | +428,212 |
| DANAHER CORPORATION(DHR) | 309,339 | 309,339 | 0 | 61,106,826 | 61,329,550 | 1.82% | +222,724 |
| NEOGENOMICS INC(NEO) | 0 | 0 | 0 | 87,060,934 | 86,829,565 | 2.58% | -231,369 |
| KARYOPHARM THERAPEUTICS INC | 0 | 0 | 0 | 35,537,306 | 34,955,522 | 1.04% | -581,784 |
| PULMONX CORP | 752,541 | 752,541 | 0 | 1,949,081 | 1,219,116 | 0.04% | -729,965 |
| NUVALENT INC(NUVL) | 1,175,876 | 1,012,982 | -162,894 | 89,719,339 | 87,602,683 | 2.60% | -2,116,656 |
| INSPIRE MED SYS INC(INSP) | 522,410 | 883,747 | +361,337 | 67,793,146 | 65,574,027 | 1.95% | -2,219,119 |
| ORTHOPEDIATRICS CORP | 1,107,770 | 1,107,770 | 0 | 23,794,900 | 20,526,978 | 0.61% | -3,267,922 |
| CRESCENT BIOPHARMA INC. | 261,504 | 0 | -261,504 | 4,220,675 | 0 | — | -4,220,675 |
| IRHYTHM TECHNOLOGIES INC(IRTC) | 0 | 0 | 0 | 89,985,000 | 85,374,000 | 2.53% | -4,611,000 |
| DEXCOM INC(DXCM) | 0 | 0 | 0 | 18,217,875 | 13,408,875 | 0.40% | -4,809,000 |
| IRONWOOD PHARMACEUTICALS INC | 0 | 0 | 0 | 78,365,182 | 72,899,250 | 2.16% | -5,465,932 |
| KINIKSA PHARMACEUTICALS INTL(KNSA) | 1,102,580 | 643,180 | -459,400 | 30,508,389 | 24,974,679 | 0.74% | -5,533,710 |
| ALPHATEC HLDGS INC(ATEC) | 0 | 0 | 0 | 5,769,175 | 0 | — | -5,769,175 |
| APOGEE THERAPEUTICS INC(APGE) | 1,478,512 | 1,438,745 | -39,767 | 64,211,776 | 57,161,339 | 1.70% | -7,050,437 |
| IRHYTHM TECHNOLOGIES INC(IRTC) | 300,029 | 225,845 | -74,184 | 46,192,465 | 38,843,082 | 1.15% | -7,349,383 |
| KRYSTAL BIOTECH INC(KRYS) | 727,811 | 520,401 | -207,410 | 100,044,900 | 91,866,389 | 2.73% | -8,178,511 |
| SIONNA THERAPEUTICS INC(SION) | 1,081,855 | 314,013 | -767,842 | 18,770,184 | 9,235,122 | 0.27% | -9,535,062 |
| HARROW INC(HROW) | 872,246 | 342,391 | -529,855 | 26,638,393 | 16,496,398 | 0.49% | -10,141,995 |
| CELCUITY INC(CELC) | 884,306 | 0 | -884,306 | 11,805,485 | 0 | — | -11,805,485 |
| UNITEDHEALTH GROUP INC(UNH) | 49,400 | 0 | -49,400 | 15,411,318 | 0 | — | -15,411,318 |
| IMMUNOCORE HLDGS PLC(IMCR) | 0 | 0 | 0 | 23,268,676 | 6,188,220 | 0.18% | -17,080,456 |
| VIKING THERAPEUTICS INC(VKTX) | 1,437,555 | 759,455 | -678,100 | 38,095,208 | 19,958,477 | 0.59% | -18,136,731 |
| ALPHATEC HLDGS INC(ATEC) | 3,635,172 | 1,514,604 | -2,120,568 | 40,350,409 | 22,022,342 | 0.65% | -18,328,067 |
| MADRIGAL PHARMACEUTICALS INC(MDGL) | 60,781 | 0 | -60,781 | 18,394,762 | 0 | — | -18,394,762 |
| APELLIS PHARMACEUTICALS INC | 1,121,034 | 0 | -1,121,034 | 19,405,099 | 0 | — | -19,405,099 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 1,160,425 | 880,282 | -280,143 | 145,853,818 | 123,573,987 | 3.67% | -22,279,831 |
| LEGEND BIOTECH CORP(LEGN) | 2,542,104 | 1,826,155 | -715,949 | 90,219,271 | 59,550,915 | 1.77% | -30,668,356 |
| ADAPTIVE BIOTECHNOLOGIES COR(ADPT) | 3,863,107 | 736,014 | -3,127,093 | 45,005,197 | 11,010,769 | 0.33% | -33,994,428 |
| ALIGN TECHNOLOGY INC | 496,730 | 409,691 | -87,039 | 94,045,891 | 51,301,507 | 1.52% | -42,744,384 |
| GUARDANT HEALTH INC(GH) | 837,800 | 0 | -837,800 | 43,599,112 | 0 | — | -43,599,112 |
| ARGENX SE(ARGX) | 194,491 | 76,091 | -118,400 | 107,207,329 | 56,121,678 | 1.67% | -51,085,651 |