BRAIDWELL LP
An institutional investment manager in STAMFORD, CT. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1920938.
- Reported value$2.70bn
- Positions86
Holdings: 86 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Caris Life Sciences IncCAI | COM | 142152107 | 147 | 5.4% | 8,256,032 | Added+246,585 | |
| Hinge Health IncHNGE | CL A | 433313103 | 110 | 4.1% | 1,330,127 | Reduced−124,996 | |
| Glaukos CorpGKOS | COM | 377322102 | 82.7 | 3.1% | 591,927 | Reduced−171,578 | |
| Edgewise Therapeutics IncEWTX | COM | 28036F105 | 81.1 | 3.0% | 1,996,965 | Reduced−350,618 | |
| Spyre Therapeutics IncSYRE | COM NEW | 00773J202 | 78.1 | 2.9% | 879,467 | Reduced−53,356 | |
| Irhythm Holdings IncIRTC | COM | 450056106 | 77.8 | 2.9% | 654,262 | Added+44,070 | |
| Neogenomics IncNEO | COM NEW | 64049M209 | 71.8 | 2.7% | 4,918,202 | Reduced−699,200 | |
| Kodiak Sciences IncKOD | COM | 50015M109 | 69.6 | 2.6% | 1,787,318 | Reduced−31,347 | |
| Xenon Pharmaceuticals IncXENE | COM | 98420N105 | 68.3 | 2.5% | 1,131,452 | Reduced−207,000 | |
| Alphatec Holdings Inc | NOTE 0.750% 3/1 | 02081GAD4 | 66.2 | 2.4% | $69,121,000 principal | Added+7,500,000 | |
| Monte Rosa Therapeutics IncGLUE | COM | 61225M102 | 59.3 | 2.2% | 2,451,562 | Reduced−755,012 | |
| Dianthus Therapeutics IncDNTH | COM | 252828108 | 58.0 | 2.1% | 594,562 | Reduced−304,802 | |
| Neurocrine Biosciences IncNBIX | COM | 64125C109 | 56.7 | 2.1% | 336,171 | Reduced−315,950 | |
| Alphatec Holdings IncATEC | COM NEW | 02081G201 | 56.5 | 2.1% | 6,531,439 | Added+4,358,714 | |
| Generate Biomedicines IncGENB | COM SHS | 370920100 | 55.4 | 2.0% | 3,283,844 | Reduced−309,155 | |
| Maravai Lifesciences Holdings IMRVI | COM CL A | 56600D107 | 54.3 | 2.0% | 8,702,921 | Reduced−1,537,243 | |
| Krystal Biotech IncKRYS | COM | 501147102 | 47.9 | 1.8% | 128,975 | Reduced−53,450 | |
| Humana IncHUM | COM | 444859102 | 45.5 | 1.7% | 114,500 | New+114,500 | |
| Thermo Fisher Scientific IncTMO | COM | 883556102 | 44.8 | 1.7% | 89,395 | Reduced−3,520 | |
| Kymera Therapeutics IncKYMR | COM | 501575104 | 43.4 | 1.6% | 378,163 | Added+40,604 | |
| Rhythm Pharmaceuticals IncRYTM | COM | 76243J105 | 42.3 | 1.6% | 381,128 | Added+70,500 | |
| Damora Therapeutics Inc | COM NEW | 36322Q206 | 42.1 | 1.6% | 1,620,377 | Added+725,531 | |
| Acadia Pharmaceuticals IncACAD | COM | 004225108 | 41.7 | 1.5% | 1,646,399 | Reduced−824,800 | |
| Brightspring Health SVCS IncBTSG | COM | 10950A106 | 41.6 | 1.5% | 596,753 | Reduced−419,809 | |
| Transmedics Group IncTMDX | COM | 89377M109 | 40.5 | 1.5% | 609,715 | Added+280,324 | |
| MBX Biosciences IncMBX | COM | 55287L101 | 39.2 | 1.5% | 710,880 | Reduced−781,587 | |
| Climb Bio IncCLYM | COM | 28658R106 | 36.5 | 1.3% | 2,797,375 | Added+1,267,700 | |
| Caredx IncCDNA | COM | 14167L103 | 34.8 | 1.3% | 1,220,602 | Reduced−952,544 | |
| Maze Therapeutics IncMAZE | COM | 578784100 | 34.0 | 1.3% | 1,140,040 | New+1,140,040 | |
| Bright Minds Biosciences IncDRUG | COM NEW | 10919W405 | 34.0 | 1.3% | 483,822 | Reduced−55,886 | |
| Acadia Healthcare Company inACHC | COM | 00404A109 | 33.7 | 1.2% | 1,141,477 | Added+495,577 | |
| Nektar TherapeuticsNKTR | COM NEW | 640268306 | 33.1 | 1.2% | 473,617 | Added+250,916 | |
| Corvus Pharmaceuticals IncCRVS | COM | 221015100 | 31.8 | 1.2% | 2,126,298 | Added+373,500 | |
| Nurix Therapeutics IncNRIX | COM | 67080M103 | 31.2 | 1.2% | 1,286,769 | Reduced−463,997 | |
| Inspire Med Sys IncINSP | COM | 457730109 | 30.2 | 1.1% | 677,570 | Unchanged | |
| Avalo Therapeutics IncAVTX | COM NEW | 05338F306 | 30.1 | 1.1% | 1,629,182 | New+1,629,182 | |
| Alamar Biosciences IncALMR | COMMON STOCK | 010911105 | 29.4 | 1.1% | 1,083,983 | New+1,083,983 | |
| Danaher Corp DelDHR | COM | 235851102 | 28.7 | 1.1% | 150,627 | Added+11,300 | |
| Intuitive Surgical IncISRG | COM NEW | 46120E602 | 27.9 | 1.0% | 70,137 | Reduced−7,160 | |
| Oruka Therapeutics IncORKA | COM | 687604108 | 26.5 | 1.0% | 278,164 | New+278,164 | |
| Avalyn Pharmaceuticals IncAVLN | COM SHS | 05348Y105 | 26.4 | 1.0% | 801,395 | New+801,395 | |
| Aveanna Healthcare Holdings IncAVAH | COM | 05356F105 | 26.3 | 1.0% | 3,065,106 | Added+861,600 | |
| Bioage Labs IncBIOA | COM | 09077V100 | 25.3 | 0.9% | 1,033,129 | Reduced−167,458 | |
| Boston Scientific CorpBSX | COM | 101137107 | 25.1 | 0.9% | 587,567 | Added+241,100 | |
| Vera Therapeutics IncVERA | CL A | 92337R101 | 24.2 | 0.9% | 564,724 | Added+40,900 | |
| Repligen CorpRGEN | COM | 759916109 | 24.2 | 0.9% | 177,100 | Added+129,600 | |
| Zura Bio Ltd | CLASS A ORD SHS | G9TY5A101 | 23.5 | 0.9% | 3,980,295 | Reduced−8,694 | |
| Guardant Health IncGH | COM | 40131M109 | 22.2 | 0.8% | 147,850 | Reduced−351,862 | |
| Evolus IncEOLS | COM | 30052C107 | 21.9 | 0.8% | 3,155,209 | Added+50,000 | |
| Natera IncNTRA | COM | 632307104 | 21.6 | 0.8% | 79,500 | Reduced−49,500 | |
| Orthopediatrics CorpKIDS | COM | 68752L100 | 21.1 | 0.8% | 1,100,370 | Unchanged | |
| Elevance Health Inc FormerlyELV | COM | 036752103 | 20.9 | 0.8% | 53,960 | Reduced−8,120 | |
| Tectonic Therapeutic IncTECX | COM | 878972108 | 20.5 | 0.8% | 596,900 | Reduced−250,251 | |
| Dyne Therapeutics IncDYN | COM | 26818M108 | 20.5 | 0.8% | 921,598 | Reduced−760,400 | |
| Neogenomics Inc | NOTE 0.250% 1/1 | 64049MAB6 | 16.9 | 0.6% | $18,011,000 principal | Reduced−82,370,000 | |
| Immunocore Holdings plcIMCR | ADS | 45258D105 | 16.6 | 0.6% | 521,327 | New+521,327 | |
| Repligen Corp | NOTE 1.000%12/1 | 759916AD1 | 16.4 | 0.6% | $16,000,000 principal | Reduced−85,000,000 | |
| Argenx SEARGX | SPONSORED ADR | 04016X101 | 16.4 | 0.6% | 17,707 | Reduced−67,232 | |
| Celldex Therapeutics Inc NewCLDX | COM NEW | 15117B202 | 16.2 | 0.6% | 436,646 | Reduced−919,436 | |
| Ovid Therapeutics IncOVID | COM | 690469101 | 15.9 | 0.6% | 5,919,464 | New+5,919,464 | |
| Mannkind CorpMNKD | COM NEW | 56400P706 | 14.7 | 0.5% | 3,458,429 | New+3,458,429 | |
| Uniqure NV | SHS | N90064101 | 13.9 | 0.5% | 301,652 | New+301,652 | |
| X4 Pharmaceuticals IncXFOR | COM NEW | 98420X202 | 13.6 | 0.5% | 2,922,754 | Reduced−350,200 | |
| Oric Pharmaceuticals IncORIC | COM | 68622P109 | 13.2 | 0.5% | 1,214,540 | Added+86,500 | |
| Kiniksa Pharmaceuticals International | ORD SHS CL A | G52694109 | 11.8 | 0.4% | 183,822 | Reduced−88,700 | |
| Oculis Holding AG | ORDINARY SHARES | H5870P102 | 11.6 | 0.4% | 834,183 | New+834,183 | |
| Aclaris Therapeutics IncACRS | COM | 00461U105 | 11.3 | 0.4% | 2,142,348 | Added+443,232 | |
| Seaport Therapeutics IncSPTX | COMMON STOCK | 81221K108 | 10.9 | 0.4% | 500,000 | New+500,000 | |
| VOR Biopharma IncVOR | COM NEW | 929033207 | 10.6 | 0.4% | 573,104 | Added+106,330 | |
| Surrozen IncSRZN | COM NEW | 86889P208 | 10.1 | 0.4% | 390,753 | Reduced−5,347 | |
| Immunic IncIMUX | COM NEW | 4525EP200 | 9.9 | 0.4% | 645,010 | New+645,010 | |
| Helix Acquisition Corp III | USD CL A ORD SHS | G4444S107 | 9.5 | 0.4% | 900,000 | Unchanged | |
| Ionis Pharmaceuticals IncIONS | COM | 462222100 | 9.3 | 0.3% | 116,762 | Reduced−14,100 | |
| Quest Diagnostics IncDGX | COM | 74834L100 | 9.2 | 0.3% | 43,200 | New+43,200 | |
| Adlai Nortye LtdANL | SPONSORED ADS | 00704R109 | 9.1 | 0.3% | 795,214 | New+795,214 | |
| Tenax Therapeutics IncTENX | COM NEW | 88032L605 | 8.5 | 0.3% | 584,412 | New+584,412 | |
| Kardigan IncKARD | COM | 485925101 | 7.2 | 0.3% | 300,000 | New+300,000 | |
| Amanat Acquisition Corp | CL A ORD | G0375M101 | 7.1 | 0.3% | 700,000 | New+700,000 | |
| Hemab Therapeutics Holdings IncCOAG | COM SHS | 423494103 | 5.9 | 0.2% | 160,000 | New+160,000 | |
| GH Research plc | ORDINARY SHARES | G3855L106 | 5.6 | 0.2% | 207,240 | New+207,240 | |
| Waters CorpWAT | COM | 941848103 | 5.3 | 0.2% | 14,040 | New+14,040 | |
| Research Alliance Corp III | ORD SHS CL A | G75226103 | 4.3 | 0.2% | 400,000 | New+400,000 | |
| Jatt II Acquisition Corp | ORD SHS | G50765109 | 2.8 | 0.1% | 250,000 | New+250,000 | |
| Pulmonx CorpLUNG | COM | 745848101 | 1.0 | <0.1% | 752,541 | Unchanged | |
| Vyne Therapeutics Inc | COM | 92941V308 | 0.6 | <0.1% | 916,077 | Unchanged | |
| Cyclerion Therapeutics Inc | COM | 23255M204 | 0.5 | <0.1% | 156,890 | New+156,890 |
Sold out: 26 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Apogee Therapeutics Inc | COM | 03770N101 | 0.0 | 0.0% | 0 | Sold out−478,667 | |
| Arrowhead Pharmaceuticals in | NOTE 1/1 | 04280AAC4 | 0.0 | 0.0% | $0 principal | Sold out−2,250,000 | |
| Biomarin Pharmaceutical IncBMRN | COM | 09061G101 | 0.0 | 0.0% | 0 | Sold out−497,020 | |
| Celcuity IncCELC | COM | 15102K100 | 0.0 | 0.0% | 0 | Sold out−29,198 | |
| Centene Corp DelCNC | COM | 15135B101 | 0.0 | 0.0% | 0 | Sold out−330,000 | |
| Centessa Pharmaceuticals plc | SPONSORED ADS | 152309100 | 0.0 | 0.0% | 0 | Sold out−1,986,768 | |
| CG Oncology IncCGON | COM | 156944100 | 0.0 | 0.0% | 0 | Sold out−984,783 | |
| Compass Therapeutics IncCMPX | COM | 20454B104 | 0.0 | 0.0% | 0 | Sold out−1,965,106 | |
| CVS Health CorpCVS | COM | 126650100 | 0.0 | 0.0% | 0 | Sold out−290,700 | |
| Denali Therapeutics IncDNLI | COM | 24823R105 | 0.0 | 0.0% | 0 | Sold out−296,324 | |
| Engene Holdings Inc | COM | 29286M105 | 0.0 | 0.0% | 0 | Sold out−2,456,870 | |
| Establishment Labs Holdings Inc | COM | G31249108 | 0.0 | 0.0% | 0 | Sold out−463,600 | |
| Fulcrum Therapeutics IncFULC | COM | 359616109 | 0.0 | 0.0% | 0 | Sold out−3,134,922 | |
| Grail IncGRAL | COM | 384747101 | 0.0 | 0.0% | 0 | Sold out−142,755 | |
| Guardant Health Inc | DEBT 1.250% 2/1 | 40131MAD1 | 0.0 | 0.0% | $0 principal | Sold out−60,954,000 | |
| Harrow IncHROW | COM | 415858109 | 0.0 | 0.0% | 0 | Sold out−156,419 | |
| Illumina IncILMN | COM | 452327109 | 0.0 | 0.0% | 0 | Sold out−229,215 | |
| Nuvalent Inc | COM | 670703107 | 0.0 | 0.0% | 0 | Sold out−700,429 | |
| Penumbra IncPEN | COM | 70975L107 | 0.0 | 0.0% | 0 | Sold out−105,352 | |
| Praxis Precision Medicines IPRAX | COM NEW | 74006W207 | 0.0 | 0.0% | 0 | Sold out−9,976 | |
| Revolution Medicines IncRVMD | COM | 76155X100 | 0.0 | 0.0% | 0 | Sold out−84,900 | |
| Revvity IncRVTY | COM | 714046109 | 0.0 | 0.0% | 0 | Sold out−48,400 | |
| Soleno Therapeutics Inc | COM | 834203309 | 0.0 | 0.0% | 0 | Sold out−959,259 | |
| Tarsus Pharmaceuticals IncTARS | COM | 87650L103 | 0.0 | 0.0% | 0 | Sold out−265,715 | |
| TG Therapeutics IncTGTX | COM | 88322Q108 | 0.0 | 0.0% | 0 | Sold out−358,800 | |
| Zenas Biopharma Inc | NOTE 2.500% 4/0 | 98937LAA3 | 0.0 | 0.0% | $0 principal | Sold out−13,000,000 |
Source: SEC EDGAR, Form 13F-HR, accession 0001420506-26-001823 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.