BRAIDWELL LP
CIK 1920938
13F filing for Q2 2026・No. 1,376
- Holdings
- US$2.7B
- Quarter change
- −US$294.27M
- Entries
- 86
- Net bought (estimate)
- −US$527.24M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 24
- Sold out 23
- Cut 34
- Added 20
- Corporate actions 0
- Unchanged 5
Largest holdings
83 stocks worth US$2.6B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| CAICARIS LIFE SCIENCES INCCOM | Added | 8,256,032 | US$147.12M | 5.65% |
| HNGEHINGE HEALTH INCCL A | Cut | 1,330,127 | US$110.4M | 4.24% |
| GKOSGLAUKOS CORPCOM | Cut | 591,927 | US$82.73M | 3.18% |
| EDGEWISE THERAPEUTICS INCCOM | Cut | 1,996,965 | US$81.14M | 3.12% |
| SYRESPYRE THERAPEUTICS INCCOM NEW | Cut | 879,467 | US$78.08M | 3.00% |
| IRTCIRHYTHM HOLDINGS INCCOM | Added | 654,262 | US$77.82M | 2.99% |
| NEONEOGENOMICS INCCOM NEW | Cut | 4,918,202 | US$71.76M | 2.76% |
| KODIAK SCIENCES INCCOM | Cut | 1,787,318 | US$69.63M | 2.67% |
| XENEXENON PHARMACEUTICALS INCCOM | Cut | 1,131,452 | US$68.29M | 2.62% |
| GLUEMONTE ROSA THERAPEUTICS INCCOM | Cut | 2,451,562 | US$59.33M | 2.28% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.