BL

BRAIDWELL LP

13F
BRAIDWELL LP
Last update 2025-05-16 53 Stocks (10 new)
Value $2.15 Bil Turnover 33 %
Countries:
Top Holdings: GH(10.60%)NBIX(6.14%)LEGN(4.71%)ARGX(4.44%)XENE(4.24%)
Summary Stock Picks Current Portfolio
BRAIDWELL LP Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GH
Guardant Health Inc
219,454,000
227,414.5
+7,605.73%
10.600
+10.46%
177.140
-0.42%
+48.77%
5,630.7
Medical Diagnostics & Research
NBIX
Neurocrine Biosciences Inc
1,191,925
131,826.9
+32.17%
6.140
+1.49%
1.200
+29.49%
-2.08%
13,227.8
Drug Manufacturers
LEGN
Legend Biotech Corp
2,977,951
101,041.9
0%
4.710
0%
1.620
+29.21%
+36.20%
8,156.2
Biotechnology
ARGX
argenx SE
160,849
95,200.9
+99.15%
4.440
+2.21%
0.260
-3.23%
-6.44%
35,093.0
Biotechnology
XENE
Xenon Pharmaceuticals Inc
2,709,875
90,916.3
-7.00%
4.240
-0.36%
3.540
-17.03%
-20.43%
2,393.3
Biotechnology
ALGN
Align Technology Inc
530,530
84,280.0
+41.41%
3.930
+1.15%
0.730
+15.18%
-2.10%
14,796.3
Medical Devices & Instruments
CGON
CG Oncology Inc
3,283,317
80,408.4
0%
3.750
0%
4.310
+26.97%
-8.23%
2,006.3
Biotechnology
KRYS
Krystal Biotech Inc
400,744
72,254.1
+99.87%
3.370
+1.68%
1.390
-7.57%
-2.18%
4,428.7
Biotechnology
TMO
Thermo Fisher Scientific Inc
127,733
63,559.9
+42.31%
2.960
+0.88%
0.030
+8.24%
-10.12%
176,180.2
Medical Diagnostics & Research
DHR
Danaher Corp
309,339
63,414.5
New Holding
2.960
+2.96%
0.040
+0.97%
-13.52%
141,699.4
Medical Diagnostics & Research

BRAIDWELL LP's Historical Top Holdings Breakdowns

BRAIDWELL LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GH
Guardant Health Inc
2025-03-31
Add
Add
+10.46%
●
31.77 ($43.14) 49.94
$45.45
5.35%
Add 7605.73%
219,454,000
216,606,069
DHR
Danaher Corp
2025-03-31
New Buy
New Buy
+2.96%
●
201.62 ($218.33) 250.59
$197.89
-9.36%
New holding
309,339
309,339
ARGX
argenx SE
2025-03-31
Add
Add
+2.21%
●
571 ($631.12) 671.75
$575.42
-8.83%
Add 99.15%
160,849
80,083
NUVL
Nuvalent Inc
2025-03-31
Add
Add
+1.98%
●
67.38 ($78.19) 88.96
$80.48
2.93%
Add 248.6%
840,945
599,710
AVDL
Avadel Pharmaceuticals PLC
2025-03-31
Sold Out
Sold Out
-1.93%
●
7.49 ($8.37) 11.06
$11.07
32.26%
Sold Out
0
-4,105,726
BPMC
Blueprint Medicines Corp
2025-03-31
New Buy
New Buy
+1.81%
●
86.69 ($97.55) 115.63
$129.46
32.71%
New holding
439,968
439,968
FNA Unlock Delisted
Paragon 28 Inc
2025-03-31
Sold Out
Sold Out
-1.77%
●
10.25 ($12.45) 13.09
$13.09
5.14%
Sold Out
0
-3,834,809
KRYS
Krystal Biotech Inc
2025-03-31
Add
Add
+1.68%
●
142.64 ($168.21) 194.44
$153.25
-8.89%
Add 99.87%
400,744
200,244
ADPT
Adaptive Biotechnologies Corp
2025-03-31
New Buy
New Buy
+1.66%
●
6.07 ($7.69) 8.66
$10.87
41.35%
New holding
4,803,794
4,803,794
BNTX
BioNTech SE
2025-03-31
Sold Out
Sold Out
-1.58%
●
91.06 ($111.96) 126.88
$114.60
2.36%
Sold Out
0
-309,865

BRAIDWELL LP Total Holding History ($B)

To

BRAIDWELL LP's Asset Allocation

To

BRAIDWELL LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BRAIDWELL LP's Hypothetical Growth since 2025-03-31

BRAIDWELL LP's Yearly Returns

Year Portfolio % % Excess Gain %

BRAIDWELL LP's Holdings Heat Map

Size field:

BRAIDWELL LP's Holdings Bubble Chart

BRAIDWELL LP News

  • 1

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