Investor
BRAIDWELL LP
CIK 0001920938 · filed 2026-05-15 · SEC filing
13F book
$3B
Positions
88
31 new · 16 sold
Largest name
4.8%
Caris Life Sciences, Inc. · CAI
Est. mark
−$85.1M
Price effect on 57 names still held. Flow −$44.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Caris Life Sciences, Inc. | CAI | 8.01M | $143.2M | 4.8% | −$71.1M | Added−$67.7M |
| Guardant Health, Inc. | GH | 61M | $102.6M | 3.4% | −$9.22M | Cut−$89.7M |
| Repligen Corp | RGEN | 101M | $98.7M | 3.3% | −$12.2M | Held |
| Neogenomics Inc | NEO | 100.4M | $91.8M | 3.1% | $2.13M | Held |
| Neurocrine Biosciences Inc | NBIX | 652.1K | $85.9M | 2.9% | −$6.58M | Cut−$20.7M |
| Glaukos Corp | GKOS | 763.5K | $82.2M | 2.7% | −$4.01M | Cut−$21.9M |
| Centessa Pharmaceuticals Plc | — | 1.99M | $78.9M | 2.6% | $29.2M | Cut$24.2M |
| Xenon Pharmaceuticals Inc. | XENE | 1.34M | $77.8M | 2.6% | $17.8M | Cut−$3.97M |
| Dianthus Therapeutics Inc | — | 899.4K | $75.5M | 2.5% | $38.4M | Cut$23M |
| Edgewise Therapeutics, Inc. | EWTX | 2.35M | $73.9M | 2.5% | $15.7M | Cut−$55.4M |
| Irhythm Technologies Inc | IRTC | 610.2K | $72M | 2.4% | −$12.9M | Added$33.4M |
| Nuvalent Inc | — | 700.4K | $71.8M | 2.4% | $1.3M | Cut−$10.9M |
| Kodiak Sciences Inc. | KOD | 1.82M | $69.3M | 2.3% | $18.5M | Cut$11.4M |
| CG Oncology, Inc. | CGON | 984.8K | $66.7M | 2.2% | $25.8M | Cut−$11M |
| Alphatec Hldgs Inc | — | 61.6M | $63.4M | 2.1% | — | New |
| Argenx SE | ARGX | 84.9K | $62M | 2.1% | −$3.43M | Added$36M |
| Hinge Health, Inc. | HNGE | 1.46M | $56.1M | 1.9% | −$10.3M | Added−$4.49M |
| Acadia Pharmaceuticals Inc | ACAD | 2.47M | $55M | 1.8% | −$9.04M | Added$733.6K |
| Monte Rosa Therapeutics, Inc. | GLUE | 3.21M | $52.7M | 1.8% | $730.2K | Added$37.9M |
| Krystal Biotech, Inc. | KRYS | 182.4K | $47.1M | 1.6% | $2.15M | Cut−$2.7M |
| Spyre Therapeutics, Inc. | SYRE | 932.8K | $47.1M | 1.6% | $16.5M | Cut−$6.5M |
| Guardant Health, Inc. | GH | 499.7K | $46.2M | 1.5% | — | New |
| Thermo Fisher Scientific Inc. | TMO | 92.9K | $45.7M | 1.5% | −$7.1M | Added−$1.11M |
| Generate Biomedicines, Inc. | GENB | 3.59M | $44.9M | 1.5% | — | New |
| MBX Biosciences, Inc. | MBX | 1.49M | $44.6M | 1.5% | −$1.72M | Added$12.4M |
| Brightspring Health Svcs Inc | — | 1.02M | $43.3M | 1.4% | $5.25M | Cut−$1.47M |
| Celldex Therapeutics Inc New | — | 1.36M | $43M | 1.4% | $6.18M | Cut−$7.45M |
| Neogenomics Inc | NEO | 5.62M | $41.7M | 1.4% | −$20.1M | Added−$12.8M |
| Apogee Therapeutics, Inc. | APGE | 478.7K | $40.3M | 1.3% | $4.16M | Cut−$3.12M |
| Bright Minds Biosciences Inc. | DRUG | 539.7K | $39.4M | 1.3% | −$1.64M | Added$14.1M |
| CareDx, Inc. | CDNA | 2.17M | $37.7M | 1.3% | −$2.35M | Added$7.86M |
| Intuitive Surgical Inc | ISRG | 77.3K | $35.6M | 1.2% | −$8.14M | Cut−$11.6M |
| Inspire Med Sys Inc | — | 677.6K | $34.9M | 1.2% | −$22M | Added−$14.9M |
| Penumbra Inc | PEN | 105.4K | $34.6M | 1.2% | $1.84M | Cut$347.1K |
| TransMedics Group, Inc. | TMDX | 329.4K | $32.7M | 1.1% | −$7.01M | Added−$5.62M |
| Soleno Therapeutics Inc | — | 959.3K | $32.1M | 1.1% | −$12.3M | Cut−$22.9M |
| Dyne Therapeutics, Inc. | DYN | 1.68M | $30.5M | 1.0% | −$2.11M | Added$1.58M |
| Maravai Lifesciences Hldgs I | — | 10.2M | $29M | 1.0% | −$3.51M | Added$1.83M |
| Illumina, Inc. | ILMN | 229.2K | $28.3M | 0.9% | −$1.81M | Cut−$7.12M |
| Kymera Therapeutics, Inc. | KYMR | 337.6K | $28.1M | 0.9% | $1.85M | Cut−$7.23M |
| Biomarin Pharmaceutical Inc | BMRN | 497K | $28.1M | 0.9% | −$1.46M | Cut−$7.67M |
| Nurix Therapeutics, Inc. | NRIX | 1.75M | $27.1M | 0.9% | −$6.08M | Cut−$14.3M |
| Rhythm Pharmaceuticals, Inc. | RYTM | 310.6K | $27M | 0.9% | — | New |
| Danaher Corporation | — | 139.3K | $26.4M | 0.9% | −$4.65M | Added−$648.1K |
| Establishment Labs Hldgs Inc | — | 463.6K | $26.3M | 0.9% | — | New |
| Tectonic Therapeutic, Inc. | TECX | 847.2K | $26.2M | 0.9% | $8.51M | Cut$6.84M |
| Natera, Inc. | NTRA | 129K | $25.8M | 0.9% | −$3.24M | Added$255.2K |
| Corvus Pharmaceuticals, Inc. | CRVS | 1.75M | $25.6M | 0.9% | — | New |
| Fulcrum Therapeutics, Inc. | FULC | 3.13M | $24M | 0.8% | −$11.1M | Added−$10.6M |
| Zura Bio Ltd | ZURA | 3.99M | $23.7M | 0.8% | $2.26M | Added$7.07M |
| Alphatec Hldgs Inc | — | 2.17M | $23.6M | 0.8% | — | New |
| Galecto Inc | DMRA | 894.8K | $23.2M | 0.8% | — | New |
| Boston Scientific Corp | BSX | 346.5K | $21.7M | 0.7% | — | New |
| Vera Therapeutics, Inc. | VERA | 523.8K | $21.1M | 0.7% | −$5.45M | Cut−$18.7M |
| BioAge Labs, Inc. | BIOA | 1.2M | $21M | 0.7% | — | New |
| Cvs Health Corp | CVS | 290.7K | $20.9M | 0.7% | −$2.19M | Cut−$23.9M |
| Tarsus Pharmaceuticals, Inc. | TARS | 265.7K | $18.6M | 0.6% | — | New |
| Elevance Health Inc Formerly | — | 62.1K | $18.2M | 0.6% | — | New |
| Orthopediatrics Corp | KIDS | 1.1M | $17.5M | 0.6% | −$2.08M | Held |
| Engene Holdings Inc | — | 2.46M | $16.7M | 0.6% | −$5.45M | Cut−$11.5M |
| Nektar Therapeutics | NKTR | 222.7K | $16M | 0.5% | — | New |
| Acadia Healthcare Company In | — | 645.9K | $15.1M | 0.5% | — | New |
| Oric Pharmaceuticals, Inc. | ORIC | 1.13M | $14.3M | 0.5% | — | New |
| Aveanna Healthcare Hldgs Inc | — | 2.2M | $14.2M | 0.5% | — | New |
| X4 Pharmaceuticals, Inc | XFOR | 3.27M | $13.5M | 0.5% | $425.5K | Cut$41.7K |
| Zenas BioPharma, Inc. | ZBIO | 13M | $13.5M | 0.4% | — | New |
| Kiniksa Pharmaceuticals Intl | — | 272.5K | $13.1M | 0.4% | $1.88M | Cut$176.7K |
| Evolus, Inc. | EOLS | 3.11M | $12.8M | 0.4% | −$7.89M | Held |
| Tg Therapeutics, Inc. | TGTX | 358.8K | $11.9M | 0.4% | — | New |
| Surrozen Inc | — | 396.1K | $11.5M | 0.4% | $2.59M | Cut$916.4K |
| Centene Corp Del | — | 330K | $10.8M | 0.4% | — | New |
| Climb Bio, Inc. | CLYM | 1.53M | $10.5M | 0.4% | — | New |
| Compass Therapeutics, Inc. | CMPX | 1.97M | $10.4M | 0.3% | −$157.2K | Cut−$4.57M |
| Ionis Pharmaceuticals Inc | IONS | 130.9K | $9.83M | 0.3% | — | New |
| Helix Acquisition Corp. III | HLXC | 900K | $9.27M | 0.3% | — | New |
| Vor Biopharma Inc. | VOR | 466.8K | $8.33M | 0.3% | — | New |
| Revolution Medicines Inc | — | 84.9K | $8.26M | 0.3% | — | New |
| GRAIL, Inc. | GRAL | 142.8K | $7.38M | 0.2% | −$4.84M | Held |
| Aclaris Therapeutics, Inc. | ACRS | 1.7M | $6.37M | 0.2% | — | New |
| Denali Therapeutics Inc. | DNLI | 296.3K | $5.69M | 0.2% | — | New |
| Repligen Corp | RGEN | 47.5K | $5.6M | 0.2% | −$2.19M | Cut−$7.81M |
| Harrow, Inc. | HROW | 156.4K | $5.52M | 0.2% | −$2.15M | Cut−$8.95M |
| Revvity, Inc. | RVTY | 48.4K | $4.24M | 0.1% | — | New |
| Celcuity Inc. | CELC | 29.2K | $3.33M | 0.1% | — | New |
| Praxis Precision Medicines I | — | 9.98K | $3.21M | 0.1% | — | New |
| Arrowhead Pharmaceuticals In | — | 2.25M | $2.33M | 0.1% | — | New |
| Pulmonx Corp | LUNG | 752.5K | $970.8K | 0.0% | −$692.3K | Held |
| Vyne Therapeutics Inc | — | 916.1K | $547.4K | 0.0% | — | New |
Positions as of Q1 2026. 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.