13F

Investor

BRAIDWELL LP

CIK 0001920938 · filed 2026-02-17 · SEC filing

13F book

$3.13B

Positions

73

Largest name

6.7%

Caris Life Sciences, Inc. · CAI

Est. mark

—

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Caris Life Sciences, Inc.CAI7.82M$210.9M6.7%—Held
Guardant Health, Inc.GH104.9M$192.3M6.2%—Held
Edgewise Therapeutics, Inc.EWTX5.21M$129.3M4.1%—Held
Repligen CorpRGEN101M$110.8M3.5%—Held
Neurocrine Biosciences IncNBIX751.5K$106.6M3.4%—Held
Glaukos CorpGKOS922K$104.1M3.3%—Held
Neogenomics IncNEO100.4M$89.7M2.9%—Held
Nuvalent Inc—821.4K$82.6M2.6%—Held
Xenon Pharmaceuticals Inc.XENE1.83M$81.8M2.6%—Held
CG Oncology, Inc.CGON1.87M$77.7M2.5%—Held
Irhythm Technologies IncIRTC52M$72.8M2.3%—Held
Hinge Health, Inc.HNGE1.3M$60.6M1.9%—Held
Align Technology IncALGN381K$59.5M1.9%—Held
Kodiak Sciences Inc.KOD2.07M$58M1.9%—Held
Soleno Therapeutics Inc—1.19M$55M1.8%—Held
Centessa Pharmaceuticals Plc—2.19M$54.7M1.8%—Held
Neogenomics IncNEO4.63M$54.5M1.7%—Held
Acadia Pharmaceuticals IncACAD2.03M$54.3M1.7%—Held
Spyre Therapeutics, Inc.SYRE1.63M$53.5M1.7%—Held
Dianthus Therapeutics Inc—1.27M$52.5M1.7%—Held
Ironwood Pharmaceuticals IncIRWD53.4M$50.5M1.6%—Held
Celldex Therapeutics Inc New—1.86M$50.5M1.6%—Held
Inspire Med Sys Inc—540.9K$49.9M1.6%—Held
Krystal Biotech, Inc.KRYS202.1K$49.8M1.6%—Held
Intuitive Surgical IncISRG83.4K$47.2M1.5%—Held
Thermo Fisher Scientific Inc.TMO80.7K$46.8M1.5%—Held
Brightspring Health Svcs Inc—1.2M$44.8M1.4%—Held
Cvs Health CorpCVS564.2K$44.8M1.4%—Held
Apogee Therapeutics, Inc.APGE575.1K$43.4M1.4%—Held
Nurix Therapeutics, Inc.NRIX2.18M$41.4M1.3%—Held
Vera Therapeutics, Inc.VERA784.7K$39.7M1.3%—Held
Irhythm Technologies IncIRTC217.3K$38.6M1.2%—Held
TransMedics Group, Inc.TMDX315.3K$38.4M1.2%—Held
Biomarin Pharmaceutical IncBMRN601.5K$35.7M1.1%—Held
Illumina, Inc.ILMN269.7K$35.4M1.1%—Held
Kymera Therapeutics, Inc.KYMR454.3K$35.3M1.1%—Held
Fulcrum Therapeutics, Inc.FULC3.06M$34.6M1.1%—Held
Penumbra IncPEN110.2K$34.2M1.1%—Held
MBX Biosciences, Inc.MBX1.02M$32.1M1.0%—Held
Rapt Therapeutics Inc—929.7K$31.5M1.0%—Held
CareDx, Inc.CDNA1.59M$29.9M1.0%—Held
Dyne Therapeutics, Inc.DYN1.48M$28.9M0.9%—Held
Engene Holdings Inc—3.13M$28.3M0.9%—Held
Legend Biotech CorpLEGN1.3M$28.2M0.9%—Held
Maravai Lifesciences Hldgs I—8.35M$27.1M0.9%—Held
Danaher Corporation—118.2K$27.1M0.9%—Held
Argenx SEARGX31K$26.1M0.8%—Held
Natera, Inc.NTRA111.5K$25.5M0.8%—Held
Bright Minds Biosciences Inc.DRUG324.4K$25.3M0.8%—Held
Terns Pharmaceuticals Inc—575.3K$23.2M0.7%—Held
Evolus, Inc.EOLS3.11M$20.6M0.7%—Held
Biogen Inc.BIIB115.7K$20.4M0.7%—Held
Orthopediatrics CorpKIDS1.1M$19.5M0.6%—Held
Tectonic Therapeutic, Inc.TECX927.5K$19.3M0.6%—Held
Ventyx Biosciences Inc—1.92M$17.3M0.6%—Held
Zura Bio LtdZURA3.18M$16.7M0.5%—Held
Compass Therapeutics, Inc.CMPX2.79M$15M0.5%—Held
Monte Rosa Therapeutics, Inc.GLUE948.3K$14.9M0.5%—Held
Harrow, Inc.HROW295.3K$14.5M0.5%—Held
X4 Pharmaceuticals, IncXFOR3.37M$13.5M0.4%—Held
Repligen CorpRGEN81.8K$13.4M0.4%—Held
Icon PlcICLR73.4K$13.4M0.4%—Held
Kiniksa Pharmaceuticals Intl—313.8K$12.9M0.4%—Held
GRAIL, Inc.GRAL142.8K$12.2M0.4%—Held
Surrozen Inc—470K$10.6M0.3%—Held
Relmada Therapeutics, Inc.RLMD1.58M$7.64M0.2%—Held
Xencor IncXNCR459.2K$7.03M0.2%—Held
Castle Biosciences IncCSTL177.2K$6.89M0.2%—Held
Adaptive Biotechnologies Cor—312K$5.07M0.2%—Held
BillionToOne, Inc.BLLN50K$4.09M0.1%—Held
Oruka Therapeutics, Inc.ORKA84.8K$2.57M0.1%—Held
Karyopharm Therapeutics Inc.KPTI303.4K$2.23M0.1%—Held
Pulmonx CorpLUNG752.5K$1.66M0.1%—Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.