# BRAIDWELL LP: Form 13F holdings

An institutional investment manager in STAMFORD, CT. SEC CIK 1920938.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $2.70bn
- Positions: 86 (86 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1920938/000142050626001823/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [CARIS LIFE SCIENCES INC (CAI)](/companies/cai.md) | COM | $147.1m | 5.4% | 8,256,032 |  | Added +246,585 |
| [HINGE HEALTH INC (HNGE)](/companies/hnge.md) | CL A | $110.4m | 4.1% | 1,330,127 |  | Reduced −124,996 |
| [GLAUKOS CORP (GKOS)](/companies/gkos.md) | COM | $82.7m | 3.1% | 591,927 |  | Reduced −171,578 |
| [EDGEWISE THERAPEUTICS INC (EWTX)](/companies/ewtx.md) | COM | $81.1m | 3.0% | 1,996,965 |  | Reduced −350,618 |
| [SPYRE THERAPEUTICS INC (SYRE)](/companies/syre.md) | COM NEW | $78.1m | 2.9% | 879,467 |  | Reduced −53,356 |
| [IRHYTHM HOLDINGS INC (IRTC)](/companies/irtc.md) | COM | $77.8m | 2.9% | 654,262 |  | Added +44,070 |
| [NEOGENOMICS INC (NEO)](/companies/neo.md) | COM NEW | $71.8m | 2.7% | 4,918,202 |  | Reduced −699,200 |
| [KODIAK SCIENCES INC (KOD)](/companies/kod.md) | COM | $69.6m | 2.6% | 1,787,318 |  | Reduced −31,347 |
| [XENON PHARMACEUTICALS INC (XENE)](/companies/xene.md) | COM | $68.3m | 2.5% | 1,131,452 |  | Reduced −207,000 |
| ALPHATEC HLDGS INC | NOTE 0.750% 3/1 | $66.2m | 2.4% | $69,121,000 principal |  | Added +7,500,000 |
| [MONTE ROSA THERAPEUTICS INC (GLUE)](/companies/glue.md) | COM | $59.3m | 2.2% | 2,451,562 |  | Reduced −755,012 |
| [DIANTHUS THERAPEUTICS INC (DNTH)](/companies/dnth.md) | COM | $58.0m | 2.1% | 594,562 |  | Reduced −304,802 |
| [NEUROCRINE BIOSCIENCES INC (NBIX)](/companies/nbix.md) | COM | $56.7m | 2.1% | 336,171 |  | Reduced −315,950 |
| [ALPHATEC HLDGS INC (ATEC)](/companies/atec.md) | COM NEW | $56.5m | 2.1% | 6,531,439 |  | Added +4,358,714 |
| [GENERATE BIOMEDICINES INC (GENB)](/companies/genb.md) | COM SHS | $55.4m | 2.0% | 3,283,844 |  | Reduced −309,155 |
| [MARAVAI LIFESCIENCES HLDGS I (MRVI)](/companies/mrvi.md) | COM CL A | $54.3m | 2.0% | 8,702,921 |  | Reduced −1,537,243 |
| [KRYSTAL BIOTECH INC (KRYS)](/companies/krys.md) | COM | $47.9m | 1.8% | 128,975 |  | Reduced −53,450 |
| [HUMANA INC (HUM)](/companies/hum.md) | COM | $45.5m | 1.7% | 114,500 |  | New +114,500 |
| [THERMO FISHER SCIENTIFIC INC (TMO)](/companies/tmo.md) | COM | $44.8m | 1.7% | 89,395 |  | Reduced −3,520 |
| [KYMERA THERAPEUTICS INC (KYMR)](/companies/kymr.md) | COM | $43.4m | 1.6% | 378,163 |  | Added +40,604 |
| [RHYTHM PHARMACEUTICALS INC (RYTM)](/companies/rytm.md) | COM | $42.3m | 1.6% | 381,128 |  | Added +70,500 |
| DAMORA THERAPEUTICS INC | COM NEW | $42.1m | 1.6% | 1,620,377 |  | Added +725,531 |
| [ACADIA PHARMACEUTICALS INC (ACAD)](/companies/acad.md) | COM | $41.7m | 1.5% | 1,646,399 |  | Reduced −824,800 |
| [BRIGHTSPRING HEALTH SVCS INC (BTSG)](/companies/btsg.md) | COM | $41.6m | 1.5% | 596,753 |  | Reduced −419,809 |
| [TRANSMEDICS GROUP INC (TMDX)](/companies/tmdx.md) | COM | $40.5m | 1.5% | 609,715 |  | Added +280,324 |
| [MBX BIOSCIENCES INC (MBX)](/companies/mbx.md) | COM | $39.2m | 1.5% | 710,880 |  | Reduced −781,587 |
| [CLIMB BIO INC (CLYM)](/companies/clym.md) | COM | $36.5m | 1.3% | 2,797,375 |  | Added +1,267,700 |
| [CAREDX INC (CDNA)](/companies/cdna.md) | COM | $34.8m | 1.3% | 1,220,602 |  | Reduced −952,544 |
| [MAZE THERAPEUTICS INC (MAZE)](/companies/maze.md) | COM | $34.0m | 1.3% | 1,140,040 |  | New +1,140,040 |
| [BRIGHT MINDS BIOSCIENCES INC (DRUG)](/companies/drug.md) | COM NEW | $34.0m | 1.3% | 483,822 |  | Reduced −55,886 |
| [ACADIA HEALTHCARE COMPANY IN (ACHC)](/companies/achc.md) | COM | $33.7m | 1.2% | 1,141,477 |  | Added +495,577 |
| [NEKTAR THERAPEUTICS (NKTR)](/companies/nktr.md) | COM NEW | $33.1m | 1.2% | 473,617 |  | Added +250,916 |
| [CORVUS PHARMACEUTICALS INC (CRVS)](/companies/crvs.md) | COM | $31.8m | 1.2% | 2,126,298 |  | Added +373,500 |
| [NURIX THERAPEUTICS INC (NRIX)](/companies/nrix.md) | COM | $31.2m | 1.2% | 1,286,769 |  | Reduced −463,997 |
| [INSPIRE MED SYS INC (INSP)](/companies/insp.md) | COM | $30.2m | 1.1% | 677,570 |  | Unchanged |
| [AVALO THERAPEUTICS INC (AVTX)](/companies/avtx.md) | COM NEW | $30.1m | 1.1% | 1,629,182 |  | New +1,629,182 |
| [ALAMAR BIOSCIENCES INC (ALMR)](/companies/almr.md) | COMMON STOCK | $29.4m | 1.1% | 1,083,983 |  | New +1,083,983 |
| [DANAHER CORP DEL (DHR)](/companies/dhr.md) | COM | $28.7m | 1.1% | 150,627 |  | Added +11,300 |
| [INTUITIVE SURGICAL INC (ISRG)](/companies/isrg.md) | COM NEW | $27.9m | 1.0% | 70,137 |  | Reduced −7,160 |
| [ORUKA THERAPEUTICS INC (ORKA)](/companies/orka.md) | COM | $26.5m | 1.0% | 278,164 |  | New +278,164 |
| [AVALYN PHARMACEUTICALS INC (AVLN)](/companies/avln.md) | COM SHS | $26.4m | 1.0% | 801,395 |  | New +801,395 |
| [AVEANNA HEALTHCARE HLDGS INC (AVAH)](/companies/avah.md) | COM | $26.3m | 1.0% | 3,065,106 |  | Added +861,600 |
| [BIOAGE LABS INC (BIOA)](/companies/bioa.md) | COM | $25.3m | 0.9% | 1,033,129 |  | Reduced −167,458 |
| [BOSTON SCIENTIFIC CORP (BSX)](/companies/bsx.md) | COM | $25.1m | 0.9% | 587,567 |  | Added +241,100 |
| [VERA THERAPEUTICS INC (VERA)](/companies/vera.md) | CL A | $24.2m | 0.9% | 564,724 |  | Added +40,900 |
| [REPLIGEN CORP (RGEN)](/companies/rgen.md) | COM | $24.2m | 0.9% | 177,100 |  | Added +129,600 |
| ZURA BIO LTD | CLASS A ORD SHS | $23.5m | 0.9% | 3,980,295 |  | Reduced −8,694 |
| [GUARDANT HEALTH INC (GH)](/companies/gh.md) | COM | $22.2m | 0.8% | 147,850 |  | Reduced −351,862 |
| [EVOLUS INC (EOLS)](/companies/eols.md) | COM | $21.9m | 0.8% | 3,155,209 |  | Added +50,000 |
| [NATERA INC (NTRA)](/companies/ntra.md) | COM | $21.6m | 0.8% | 79,500 |  | Reduced −49,500 |
| [ORTHOPEDIATRICS CORP (KIDS)](/companies/kids.md) | COM | $21.1m | 0.8% | 1,100,370 |  | Unchanged |
| [ELEVANCE HEALTH INC FORMERLY (ELV)](/companies/elv.md) | COM | $20.9m | 0.8% | 53,960 |  | Reduced −8,120 |
| [TECTONIC THERAPEUTIC INC (TECX)](/companies/tecx.md) | COM | $20.5m | 0.8% | 596,900 |  | Reduced −250,251 |
| [DYNE THERAPEUTICS INC (DYN)](/companies/dyn.md) | COM | $20.5m | 0.8% | 921,598 |  | Reduced −760,400 |
| NEOGENOMICS INC | NOTE 0.250% 1/1 | $16.9m | 0.6% | $18,011,000 principal |  | Reduced −82,370,000 |
| [IMMUNOCORE HLDGS PLC (IMCR)](/companies/imcr.md) | ADS | $16.6m | 0.6% | 521,327 |  | New +521,327 |
| REPLIGEN CORP | NOTE 1.000%12/1 | $16.4m | 0.6% | $16,000,000 principal |  | Reduced −85,000,000 |
| [ARGENX SE (ARGX)](/companies/argx.md) | SPONSORED ADR | $16.4m | 0.6% | 17,707 |  | Reduced −67,232 |
| [CELLDEX THERAPEUTICS INC NEW (CLDX)](/companies/cldx.md) | COM NEW | $16.2m | 0.6% | 436,646 |  | Reduced −919,436 |
| [OVID THERAPEUTICS INC (OVID)](/companies/ovid.md) | COM | $15.9m | 0.6% | 5,919,464 |  | New +5,919,464 |
| [MANNKIND CORP (MNKD)](/companies/mnkd.md) | COM NEW | $14.7m | 0.5% | 3,458,429 |  | New +3,458,429 |
| UNIQURE NV | SHS | $13.9m | 0.5% | 301,652 |  | New +301,652 |
| [X4 PHARMACEUTICALS INC (XFOR)](/companies/xfor.md) | COM NEW | $13.6m | 0.5% | 2,922,754 |  | Reduced −350,200 |
| [ORIC PHARMACEUTICALS INC (ORIC)](/companies/oric.md) | COM | $13.2m | 0.5% | 1,214,540 |  | Added +86,500 |
| KINIKSA PHARMACEUTICALS INTL | ORD SHS CL A | $11.8m | 0.4% | 183,822 |  | Reduced −88,700 |
| OCULIS HOLDING AG | ORDINARY SHARES | $11.6m | 0.4% | 834,183 |  | New +834,183 |
| [ACLARIS THERAPEUTICS INC (ACRS)](/companies/acrs.md) | COM | $11.3m | 0.4% | 2,142,348 |  | Added +443,232 |
| [SEAPORT THERAPEUTICS INC (SPTX)](/companies/sptx.md) | COMMON STOCK | $10.9m | 0.4% | 500,000 |  | New +500,000 |
| [VOR BIOPHARMA INC (VOR)](/companies/vor.md) | COM NEW | $10.6m | 0.4% | 573,104 |  | Added +106,330 |
| [SURROZEN INC (SRZN)](/companies/srzn.md) | COM NEW | $10.1m | 0.4% | 390,753 |  | Reduced −5,347 |
| [IMMUNIC INC (IMUX)](/companies/imux.md) | COM NEW | $9.9m | 0.4% | 645,010 |  | New +645,010 |
| HELIX ACQUISITION CORP III | USD CL A ORD SHS | $9.5m | 0.4% | 900,000 |  | Unchanged |
| [IONIS PHARMACEUTICALS INC (IONS)](/companies/ions.md) | COM | $9.3m | 0.3% | 116,762 |  | Reduced −14,100 |
| [QUEST DIAGNOSTICS INC (DGX)](/companies/dgx.md) | COM | $9.2m | 0.3% | 43,200 |  | New +43,200 |
| [ADLAI NORTYE LTD (ANL)](/companies/anl.md) | SPONSORED ADS | $9.1m | 0.3% | 795,214 |  | New +795,214 |
| [TENAX THERAPEUTICS INC (TENX)](/companies/tenx.md) | COM NEW | $8.5m | 0.3% | 584,412 |  | New +584,412 |
| [KARDIGAN INC (KARD)](/companies/kard.md) | COM | $7.2m | 0.3% | 300,000 |  | New +300,000 |
| AMANAT ACQUISITION CORP | CL A ORD | $7.1m | 0.3% | 700,000 |  | New +700,000 |
| [HEMAB THERAPEUTICS HLDGS INC (COAG)](/companies/coag.md) | COM SHS | $5.9m | 0.2% | 160,000 |  | New +160,000 |
| GH RESEARCH PLC | ORDINARY SHARES | $5.6m | 0.2% | 207,240 |  | New +207,240 |
| [WATERS CORP (WAT)](/companies/wat.md) | COM | $5.3m | 0.2% | 14,040 |  | New +14,040 |
| RESEARCH ALLIANCE CORP III | ORD SHS CL A | $4.3m | 0.2% | 400,000 |  | New +400,000 |
| JATT II ACQUISITION CORP | ORD SHS | $2.8m | 0.1% | 250,000 |  | New +250,000 |
| [PULMONX CORP (LUNG)](/companies/lung.md) | COM | $978.3k | <0.1% | 752,541 |  | Unchanged |
| VYNE THERAPEUTICS INC | COM | $596.1k | <0.1% | 916,077 |  | Unchanged |
| CYCLERION THERAPEUTICS INC | COM | $531.9k | <0.1% | 156,890 |  | New +156,890 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| APOGEE THERAPEUTICS INC | COM | $0 | 0.0% | 0 |  | Sold out −478,667 |
| ARROWHEAD PHARMACEUTICALS IN | NOTE         1/1 | $0 | 0.0% | $0 principal |  | Sold out −2,250,000 |
| [BIOMARIN PHARMACEUTICAL INC (BMRN)](/companies/bmrn.md) | COM | $0 | 0.0% | 0 |  | Sold out −497,020 |
| [CELCUITY INC (CELC)](/companies/celc.md) | COM | $0 | 0.0% | 0 |  | Sold out −29,198 |
| [CENTENE CORP DEL (CNC)](/companies/cnc.md) | COM | $0 | 0.0% | 0 |  | Sold out −330,000 |
| CENTESSA PHARMACEUTICALS PLC | SPONSORED ADS | $0 | 0.0% | 0 |  | Sold out −1,986,768 |
| [CG ONCOLOGY INC (CGON)](/companies/cgon.md) | COM | $0 | 0.0% | 0 |  | Sold out −984,783 |
| [COMPASS THERAPEUTICS INC (CMPX)](/companies/cmpx.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,965,106 |
| [CVS HEALTH CORP (CVS)](/companies/cvs.md) | COM | $0 | 0.0% | 0 |  | Sold out −290,700 |
| [DENALI THERAPEUTICS INC (DNLI)](/companies/dnli.md) | COM | $0 | 0.0% | 0 |  | Sold out −296,324 |
| ENGENE HOLDINGS INC | COM | $0 | 0.0% | 0 |  | Sold out −2,456,870 |
| ESTABLISHMENT LABS HLDGS INC | COM | $0 | 0.0% | 0 |  | Sold out −463,600 |
| [FULCRUM THERAPEUTICS INC (FULC)](/companies/fulc.md) | COM | $0 | 0.0% | 0 |  | Sold out −3,134,922 |
| [GRAIL INC (GRAL)](/companies/gral.md) | COM | $0 | 0.0% | 0 |  | Sold out −142,755 |
| GUARDANT HEALTH INC | DEBT  1.250% 2/1 | $0 | 0.0% | $0 principal |  | Sold out −60,954,000 |
| [HARROW INC (HROW)](/companies/hrow.md) | COM | $0 | 0.0% | 0 |  | Sold out −156,419 |
| [ILLUMINA INC (ILMN)](/companies/ilmn.md) | COM | $0 | 0.0% | 0 |  | Sold out −229,215 |
| NUVALENT INC | COM | $0 | 0.0% | 0 |  | Sold out −700,429 |
| [PENUMBRA INC (PEN)](/companies/pen.md) | COM | $0 | 0.0% | 0 |  | Sold out −105,352 |
| [PRAXIS PRECISION MEDICINES I (PRAX)](/companies/prax.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −9,976 |
| [REVOLUTION MEDICINES INC (RVMD)](/companies/rvmd.md) | COM | $0 | 0.0% | 0 |  | Sold out −84,900 |
| [REVVITY INC (RVTY)](/companies/rvty.md) | COM | $0 | 0.0% | 0 |  | Sold out −48,400 |
| SOLENO THERAPEUTICS INC | COM | $0 | 0.0% | 0 |  | Sold out −959,259 |
| [TARSUS PHARMACEUTICALS INC (TARS)](/companies/tars.md) | COM | $0 | 0.0% | 0 |  | Sold out −265,715 |
| [TG THERAPEUTICS INC (TGTX)](/companies/tgtx.md) | COM | $0 | 0.0% | 0 |  | Sold out −358,800 |
| ZENAS BIOPHARMA INC | NOTE  2.500% 4/0 | $0 | 0.0% | $0 principal |  | Sold out −13,000,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001420506-26-001823. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.