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BRAIDWELL LP13F | |
BRAIDWELL LP | |
Last update 2025-05-16 | 53 Stocks (10 new) |
Value $2.15 Bil | Turnover 33 % |
BRAIDWELL LP Top Holdings of 2025-03-31
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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
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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)
BRAIDWELL LP's Asset Allocation
BRAIDWELL LP Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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BRAIDWELL LP's Hypothetical Growth since 2025-03-31
BRAIDWELL LP's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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BRAIDWELL LP's Holdings Heat Map
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BRAIDWELL LP's Holdings Bubble Chart
BRAIDWELL LP News
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