Braidwell LP 13F 持仓 · 2026年Q2
Braidwell 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 83 只证券，申报市值合计 27.03 亿美元。前几大持仓：CAI（5.44%）、HNGE（4.08%）、GKOS（3.06%）。本季前 25 大持仓中：新建仓 1 只、增持 8 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CAI | CARIS LIFE SCIENCES INC | $147.1M | 5.44% | 8.3M | 增持 |
| 2 | HNGE | HINGE HEALTH INC | $110.4M | 4.08% | 1.3M | 减持 |
| 3 | GKOS | GLAUKOS CORP | $82.7M | 3.06% | 591,927 | 减持 |
| 4 | EWTX | EDGEWISE THERAPEUTICS INC | $81.1M | 3.00% | 2.0M | 减持 |
| 5 | SYRE | SPYRE THERAPEUTICS INC | $78.1M | 2.89% | 879,467 | 减持 |
| 6 | IRTC | IRHYTHM HOLDINGS INC | $77.8M | 2.88% | 654,262 | 增持 |
| 7 | NEO | NEOGENOMICS INC | $71.8M | 2.65% | 4.9M | 减持 |
| 8 | KOD | KODIAK SCIENCES INC | $69.6M | 2.58% | 1.8M | 减持 |
| 9 | XENE | XENON PHARMACEUTICALS INC | $68.3M | 2.53% | 1.1M | 减持 |
| 10 | ATEC | ALPHATEC HLDGS INC | $66.2M | 2.45% | 0 | 增持 |
| 11 | GLUE | MONTE ROSA THERAPEUTICS INC | $59.3M | 2.19% | 2.5M | 减持 |
| 12 | DNTH | DIANTHUS THERAPEUTICS INC | $58.0M | 2.14% | 594,562 | 减持 |
| 13 | NBIX | NEUROCRINE BIOSCIENCES INC | $56.7M | 2.10% | 336,171 | 减持 |
| 14 | ATEC | ALPHATEC HLDGS INC | $56.5M | 2.09% | 6.5M | 增持 |
| 15 | GENB | GENERATE BIOMEDICINES INC | $55.4M | 2.05% | 3.3M | 减持 |
| 16 | MRVI | MARAVAI LIFESCIENCES HLDGS I | $54.3M | 2.01% | 8.7M | 减持 |
| 17 | KRYS | KRYSTAL BIOTECH INC | $47.9M | 1.77% | 128,975 | 减持 |
| 18 | HUM | HUMANA INC | $45.5M | 1.68% | 114,500 | 新建仓 |
| 19 | TMO | THERMO FISHER SCIENTIFIC INC | $44.8M | 1.66% | 89,395 | 减持 |
| 20 | KYMR | KYMERA THERAPEUTICS INC | $43.4M | 1.60% | 378,163 | 增持 |
| 21 | RYTM | RHYTHM PHARMACEUTICALS INC | $42.3M | 1.57% | 381,128 | 增持 |
| 22 | DMRA | DAMORA THERAPEUTICS INC | $42.1M | 1.56% | 1.6M | 增持 |
| 23 | ACAD | ACADIA PHARMACEUTICALS INC | $41.7M | 1.54% | 1.6M | 减持 |
| 24 | BTSG | BRIGHTSPRING HEALTH SVCS INC | $41.6M | 1.54% | 596,753 | 减持 |
| 25 | TMDX | TRANSMEDICS GROUP INC | $40.5M | 1.50% | 609,715 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR