13F

Position

BRAIDWELL LP in Guardant Health, Inc.

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $36M$1.83$2.42

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025104.9M$192.3M6.2%
Q1 202661.5M$148.7M$2.42$36M−$79.6M5.0%