Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BRAIDWELL LP (CIK 1920938) reported $2.70B across 83 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CAI ($147.1M, 5.44%), HNGE ($110.4M, 4.08%), GKOS ($82.7M, 3.06%), EWTX ($81.1M, 3.00%), SYRE ($78.1M, 2.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CAI | CARIS LIFE SCIENCES INC | $147.1M | 5.44% | 8.3M | Added |
| 2 | HNGE | HINGE HEALTH INC | $110.4M | 4.08% | 1.3M | Trimmed |
| 3 | GKOS | GLAUKOS CORP | $82.7M | 3.06% | 591,927 | Trimmed |
| 4 | EWTX | EDGEWISE THERAPEUTICS INC | $81.1M | 3.00% | 2.0M | Trimmed |
| 5 | SYRE | SPYRE THERAPEUTICS INC | $78.1M | 2.89% | 879,467 | Trimmed |
| 6 | IRTC | IRHYTHM HOLDINGS INC | $77.8M | 2.88% | 654,262 | Added |
| 7 | NEO | NEOGENOMICS INC | $71.8M | 2.65% | 4.9M | Trimmed |
| 8 | KOD | KODIAK SCIENCES INC | $69.6M | 2.58% | 1.8M | Trimmed |
| 9 | XENE | XENON PHARMACEUTICALS INC | $68.3M | 2.53% | 1.1M | Trimmed |
| 10 | ATEC | ALPHATEC HLDGS INC | $66.2M | 2.45% | 0 | Added |
| 11 | GLUE | MONTE ROSA THERAPEUTICS INC | $59.3M | 2.19% | 2.5M | Trimmed |
| 12 | DNTH | DIANTHUS THERAPEUTICS INC | $58.0M | 2.14% | 594,562 | Trimmed |
| 13 | NBIX | NEUROCRINE BIOSCIENCES INC | $56.7M | 2.10% | 336,171 | Trimmed |
| 14 | ATEC | ALPHATEC HLDGS INC | $56.5M | 2.09% | 6.5M | Added |
| 15 | GENB | GENERATE BIOMEDICINES INC | $55.4M | 2.05% | 3.3M | Trimmed |
| 16 | MRVI | MARAVAI LIFESCIENCES HLDGS I | $54.3M | 2.01% | 8.7M | Trimmed |
| 17 | KRYS | KRYSTAL BIOTECH INC | $47.9M | 1.77% | 128,975 | Trimmed |
| 18 | HUM | HUMANA INC | $45.5M | 1.68% | 114,500 | New |
| 19 | TMO | THERMO FISHER SCIENTIFIC INC | $44.8M | 1.66% | 89,395 | Trimmed |
| 20 | KYMR | KYMERA THERAPEUTICS INC | $43.4M | 1.60% | 378,163 | Added |
| 21 | RYTM | RHYTHM PHARMACEUTICALS INC | $42.3M | 1.57% | 381,128 | Added |
| 22 | DMRA | DAMORA THERAPEUTICS INC | $42.1M | 1.56% | 1.6M | Added |
| 23 | ACAD | ACADIA PHARMACEUTICALS INC | $41.7M | 1.54% | 1.6M | Trimmed |
| 24 | BTSG | BRIGHTSPRING HEALTH SVCS INC | $41.6M | 1.54% | 596,753 | Trimmed |
| 25 | TMDX | TRANSMEDICS GROUP INC | $40.5M | 1.50% | 609,715 | Added |
Source: SEC Form 13F filings · as of 2026-06-30