Latest BRAIDWELL LP Stock Portfolio
$3.10Billion
Equity Portfolio Value
Last Reported on: 15 May, 2024
About BRAIDWELL LP and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, BRAIDWELL LP reported an equity portfolio of $3.1 Billions as of 31 Mar, 2024.
The top stock holdings of BRAIDWELL LP are , NBIX, ARGX. The fund has invested 4% of it's portfolio in APOGEE THERAPEUTICS INC and 3.2% of portfolio in NEUROCRINE BIOSCIENCES INC.
The fund managers got completely rid off IMMUNOCORE HLDGS PLC (IMCR), LANTHEUS HLDGS INC (LNTH) and AMGEN INC (AMGN) stocks. They significantly reduced their stock positions in HARROW INC (HROW), DAY ONE BIOPHARMACEUTICALS I (DAWN) and DECIPHERA PHARMACEUTICALS IN (DCPH). BRAIDWELL LP opened new stock positions in VIKING THERAPEUTICS INC (VKTX), CG ONCOLOGY INC and AVADEL PHARMACEUTICALS PLC (AVDL). The fund showed a lot of confidence in some stocks as they added substantially to TRANSMEDICS GROUP INC (TMDX), GUARDANT HEALTH INC (GH) and APOGEE THERAPEUTICS INC.
The top stock holdings of BRAIDWELL LP are , NBIX, ARGX. The fund has invested 4% of it's portfolio in APOGEE THERAPEUTICS INC and 3.2% of portfolio in NEUROCRINE BIOSCIENCES INC.
The fund managers got completely rid off IMMUNOCORE HLDGS PLC (IMCR), LANTHEUS HLDGS INC (LNTH) and AMGEN INC (AMGN) stocks. They significantly reduced their stock positions in HARROW INC (HROW), DAY ONE BIOPHARMACEUTICALS I (DAWN) and DECIPHERA PHARMACEUTICALS IN (DCPH). BRAIDWELL LP opened new stock positions in VIKING THERAPEUTICS INC (VKTX), CG ONCOLOGY INC and AVADEL PHARMACEUTICALS PLC (AVDL). The fund showed a lot of confidence in some stocks as they added substantially to TRANSMEDICS GROUP INC (TMDX), GUARDANT HEALTH INC (GH) and APOGEE THERAPEUTICS INC.
New Buys
| Ticker | $ Bought |
|---|---|
| VIKING THERAPEUTICS INC | 58,474,200 |
| CG ONCOLOGY INC | 49,617,300 |
| AVADEL PHARMACEUTICALS PLC | 45,071,800 |
| INTUITIVE SURGICAL INC | 40,108,500 |
| 4D MOLECULAR THERAPEUTICS IN | 33,532,200 |
| RELAY THERAPEUTICS INC | 31,075,200 |
| IRONWOOD PHARMACEUTICALS INC | 30,396,500 |
| KINIKSA PHARMACEUTICALS LTD | 27,478,300 |
New stocks bought by BRAIDWELL LP
Additions
| Ticker | % Inc. |
|---|---|
| TRANSMEDICS GROUP INC | 422 |
| IRONWOOD PHARMACEUTICALS INC | 240 |
| GUARDANT HEALTH INC | 226 |
| APOGEE THERAPEUTICS INC | 170 |
| LEGEND BIOTECH CORP | 121 |
| GLAUKOS CORP | 85.65 |
| NEOGENOMICS INC | 57.89 |
| STRUCTURE THERAPEUTICS INC | 55.56 |
Additions to existing portfolio by BRAIDWELL LP
Reductions
| Ticker | % Reduced |
|---|---|
| HARROW INC | -91.59 |
| DAY ONE BIOPHARMACEUTICALS I | -48.44 |
| DECIPHERA PHARMACEUTICALS IN | -47.87 |
| IRONWOOD PHARMACEUTICALS INC | -46.68 |
| INSPIRE MED SYS INC | -45.04 |
| MINERALYS THERAPEUTICS INC | -43.32 |
| BIOCRYST PHARMACEUTICALS INC | -40.9 |
| THERMO FISHER SCIENTIFIC INC | -37.76 |
BRAIDWELL LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ASCENDIS PHARMA A/S | -130,387,000 |
| TANDEM DIABETES CARE INC | -67,178,700 |
| TRAVERE THERAPEUTICS INC | -11,121,000 |
| INVITAE CORP | -14,850,600 |
| NEOGENOMICS INC | -9,375,000 |
| IONIS PHARMACEUTICALS INC | -5,538,680 |
| NANOSTRING TECHNOLOGIES INC | -2,724,720 |
| TERNS PHARMACEUTICALS INC | -15,044,100 |
BRAIDWELL LP got rid off the above stocks
Current Stock Holdings of BRAIDWELL LP
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | 0.14 | 1,357,490 | 4,357,540 | UNCHANGED | 0.00 | |
| AGLE | SPYRE THERAPEUTICS INC | 0.63 | 515,000 | 19,534,000 | UNCHANGED | 0.00 | |
| ALEC | ALECTOR INC | 0.46 | 2,380,700 | 14,331,800 | REDUCED | -28.38 | |
| ALGN | ALIGN TECHNOLOGY INC | 1.79 | 169,252 | 55,501,100 | ADDED | 15.68 | |
| AMGN | AMGEN INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ARGX | ARGENX SE | 2.79 | 219,824 | 86,549,100 | ADDED | 43.48 | |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | 0.42 | 1,300,000 | 12,883,000 | NEW | ||
| ASND | ASCENDIS PHARMA A/S | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ATEC | ALPHATEC HLDGS INC | 1.09 | 32,434,000 | 33,853,000 | ADDED | 21.25 | |
| AVDL | AVADEL PHARMACEUTICALS PLC | 1.45 | 2,668,550 | 45,071,800 | NEW | ||
| BBIO | BRIDGEBIO PHARMA INC | 4.71 | 135,838,000 | 146,212,000 | ADDED | 18.8 | |
| BBIO | BRIDGEBIO PHARMA INC | 1.78 | 67,294,000 | 55,137,300 | UNCHANGED | 0.00 | |
| BBIO | BRIDGEBIO PHARMA INC | 0.34 | 344,827 | 10,662,100 | NEW | ||
| BCRX | BIOCRYST PHARMACEUTICALS INC | 0.55 | 3,379,580 | 17,168,300 | REDUCED | -40.9 | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 0.62 | 218,896 | 19,118,400 | NEW | ||
| CGEM | CULLINAN ONCOLOGY INC | 0.68 | 1,240,860 | 21,144,300 | UNCHANGED | 0.00 | |
| CMPX | COMPASS THERAPEUTICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CUTR | CUTERA INC | 0.21 | 29,000,000 | 6,435,140 | UNCHANGED | 0.00 | |
| CUTR | CUTERA INC | 0.18 | 25,240,000 | 5,742,130 | REDUCED | -20.88 | |
| DAWN | DAY ONE BIOPHARMACEUTICALS I | 1.16 | 2,173,700 | 35,909,600 | REDUCED | -48.44 | |
| DBVT | DBV TECHNOLOGIES S A | 0.19 | 7,843,280 | 5,927,170 | UNCHANGED | 0.00 | |
| DCPH | DECIPHERA PHARMACEUTICALS IN | 0.31 | 609,643 | 9,589,680 | REDUCED | -47.87 | |
| DNLI | DENALI THERAPEUTICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DXCM | DEXCOM INC | 2.31 | 65,000,000 | 71,589,800 | ADDED | 44.44 | |
| DYN | DYNE THERAPEUTICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ELEV | ELEVATION ONCOLOGY INC | 0.39 | 2,377,650 | 12,197,300 | NEW | ||
| EXAS | EXACT SCIENCES CORP | 4.29 | 144,000,000 | 133,114,000 | ADDED | 9.92 | |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | 1.08 | 1,052,480 | 33,532,200 | NEW | ||
| FNA | PARAGON 28 INC | 1.34 | 3,365,610 | 41,565,300 | ADDED | 0.11 | |
| GH | GUARDANT HEALTH INC | 5.92 | 268,252,000 | 183,592,000 | UNCHANGED | 0.00 | |
| GH | GUARDANT HEALTH INC | 1.65 | 2,476,800 | 51,096,500 | ADDED | 226 | |
| GKOS | GLAUKOS CORP | 1.37 | 450,676 | 42,494,200 | ADDED | 85.65 | |
| HAE | HAEMONETICS CORP MASS | 0.64 | 21,500,000 | 19,846,600 | NEW | ||
| HLVX | HILLEVAX INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| HROW | HARROW INC | 0.05 | 125,967 | 1,666,540 | REDUCED | -91.59 | |
| IMCR | IMMUNOCORE HLDGS PLC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| INSM | INSMED INC | 2.24 | 64,887,000 | 69,429,100 | ADDED | 23.86 | |
| INSP | INSPIRE MED SYS INC | 0.70 | 101,492 | 21,799,500 | REDUCED | -45.04 | |
| IONS | IONIS PHARMACEUTICALS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | 0.32 | 660,022 | 9,781,530 | NEW | ||
| IRTC | IRHYTHM TECHNOLOGIES INC | 1.81 | 483,257 | 56,057,800 | REDUCED | -14.94 | |
| IRWD | IRONWOOD PHARMACEUTICALS INC | 1.73 | 52,740,000 | 53,701,100 | ADDED | 240 | |
| IRWD | IRONWOOD PHARMACEUTICALS INC | 0.98 | 3,489,840 | 30,396,500 | NEW | ||
| IRWD | IRONWOOD PHARMACEUTICALS INC | 0.64 | 20,000,000 | 19,937,500 | REDUCED | -46.68 | |
| ISRG | INTUITIVE SURGICAL INC | 1.29 | 100,500 | 40,108,500 | NEW | ||
| ITOS | ITEOS THERAPEUTICS INC | 0.51 | 1,162,370 | 15,854,800 | NEW | ||
| KIDS | ORTHOPEDIATRICS CORP | 1.04 | 1,107,770 | 32,302,600 | UNCHANGED | 0.00 | |
| KNSA | KINIKSA PHARMACEUTICALS LTD | 0.89 | 1,392,720 | 27,478,300 | NEW | ||
| KPTI | KARYOPHARM THERAPEUTICS INC | 1.15 | 65,976,000 | 35,793,200 | UNCHANGED | 0.00 | |
| KROS | KEROS THERAPEUTICS INC | 1.57 | 737,379 | 48,814,500 | REDUCED | -34.1 | |
| KRYS | KRYSTAL BIOTECH INC | 1.02 | 177,089 | 31,509,400 | REDUCED | -9.74 | |
| LEGN | LEGEND BIOTECH CORP | 2.25 | 1,243,800 | 69,764,500 | ADDED | 121 | |
| LNTH | LANTHEUS HLDGS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| LUNG | PULMONX CORP | 0.22 | 752,541 | 6,976,060 | REDUCED | -4.49 | |
| MRUS | MERUS N V | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | 2.02 | 7,221,960 | 62,614,400 | ADDED | 43.27 | |
| NBIX | NEUROCRINE BIOSCIENCES INC | 3.25 | 730,209 | 100,710,000 | ADDED | 2.1 | |
| NEO | NEOGENOMICS INC | 2.66 | 103,580,000 | 82,605,000 | ADDED | 57.89 | |
| NEO | NEOGENOMICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NSTG | NANOSTRING TECHNOLOGIES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NVRO | NEVRO CORP | 0.83 | 1,776,370 | 25,650,800 | UNCHANGED | 0.00 | |
| NVTA | INVITAE CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| OLMA | OLEMA PHARMACEUTICALS INC | 0.26 | 704,344 | 7,973,170 | NEW | ||
| OM | OUTSET MED INC | 0.17 | 2,400,430 | 5,328,950 | UNCHANGED | 0.00 | |
| PCVX | VAXCYTE INC | 2.67 | 1,212,700 | 82,839,700 | REDUCED | -5.99 | |
| PEN | PENUMBRA INC | 2.13 | 295,892 | 66,037,200 | ADDED | 32.81 | |
| PODD | INSULET CORP | 2.22 | 66,000,000 | 68,854,500 | ADDED | 4.76 | |
| RAPT | RAPT THERAPEUTICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| RGEN | REPLIGEN CORP | 0.85 | 142,836 | 26,270,400 | ADDED | 39.08 | |
| RLAY | RELAY THERAPEUTICS INC | 1.00 | 3,744,000 | 31,075,200 | NEW | ||
| SRPT | SAREPTA THERAPEUTICS INC | 1.91 | 50,666,000 | 59,309,600 | UNCHANGED | 0.00 | |
| TERN | TERNS PHARMACEUTICALS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| THRD | THIRD HARMONIC BIO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TMDX | TRANSMEDICS GROUP INC | 1.46 | 614,531 | 45,438,400 | ADDED | 422 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.88 | 47,149 | 27,403,500 | REDUCED | -37.76 | |
| TNDM | TANDEM DIABETES CARE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TVTX | TRAVERE THERAPEUTICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VKTX | VIKING THERAPEUTICS INC | 1.89 | 713,100 | 58,474,200 | NEW | ||
| VRDN | VIRIDIAN THERAPEUTICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XENE | XENON PHARMACEUTICALS INC | 1.81 | 1,308,010 | 56,309,900 | REDUCED | -20.6 | |
| NOVOCURE LTD | 4.02 | 135,834,000 | 124,628,000 | UNCHANGED | 0.00 | ||
| APOGEE THERAPEUTICS INC | 3.95 | 1,842,520 | 122,435,000 | ADDED | 170 | ||
| NUVASIVE INC | 3.51 | 114,206,000 | 109,038,000 | ADDED | 41.82 | ||
| CG ONCOLOGY INC | 1.60 | 1,130,240 | 49,617,300 | NEW | |||
| TRAVERE THERAPEUTICS INC | 1.60 | 56,031,000 | 49,645,700 | UNCHANGED | 0.00 | ||
| TOURMALINE BIO INC | 0.67 | 906,820 | 20,766,200 | UNCHANGED | 0.00 | ||
| LEXEO THERAPEUTICS INC | 0.67 | 1,322,280 | 20,733,300 | NEW | |||
| STRUCTURE THERAPEUTICS INC | 0.60 | 435,823 | 18,679,400 | ADDED | 55.56 | ||
| MINERALYS THERAPEUTICS INC | 0.48 | 1,147,150 | 14,809,800 | REDUCED | -43.32 |