Latest BRAIDWELL LP Stock Portfolio
$2.72Billion
Equity Portfolio Value
Last Reported on: 14 Feb, 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 $3.2 Billions as of 30 Sep, 2023.
The top stock holdings of BRAIDWELL LP are NBIX, PCVX, XENE. The fund has invested 3.4% of it's portfolio in NEUROCRINE BIOSCIENCES INC and 2.6% of portfolio in VAXCYTE INC.
The fund managers got completely rid off DICE THERAPEUTICS INC, BIOGEN INC (BIIB) and ACLARIS THERAPEUTICS INC (ACRS) stocks. They significantly reduced their stock positions in KRYSTAL BIOTECH INC (KRYS), ALIGN TECHNOLOGY INC (ALGN) and AXONICS INC (AXNX). BRAIDWELL LP opened new stock positions in BICYCLE THERAPEUTICS PLC (BCYC), 89BIO INC (ETNB) and LANTHEUS HLDGS INC (LNTH). The fund showed a lot of confidence in some stocks as they added substantially to MINERALYS THERAPEUTICS INC, THERMO FISHER SCIENTIFIC INC (TMO) and GUARDANT HEALTH INC (GH).
The top stock holdings of BRAIDWELL LP are NBIX, PCVX, XENE. The fund has invested 3.4% of it's portfolio in NEUROCRINE BIOSCIENCES INC and 2.6% of portfolio in VAXCYTE INC.
The fund managers got completely rid off DICE THERAPEUTICS INC, BIOGEN INC (BIIB) and ACLARIS THERAPEUTICS INC (ACRS) stocks. They significantly reduced their stock positions in KRYSTAL BIOTECH INC (KRYS), ALIGN TECHNOLOGY INC (ALGN) and AXONICS INC (AXNX). BRAIDWELL LP opened new stock positions in BICYCLE THERAPEUTICS PLC (BCYC), 89BIO INC (ETNB) and LANTHEUS HLDGS INC (LNTH). The fund showed a lot of confidence in some stocks as they added substantially to MINERALYS THERAPEUTICS INC, THERMO FISHER SCIENTIFIC INC (TMO) and GUARDANT HEALTH INC (GH).
New Buys
| Ticker | $ Bought |
|---|---|
| TANDEM DIABETES CARE INC | 67,178,700 |
| ARGENX SE | 58,283,400 |
| TOURMALINE BIO INC | 23,740,500 |
| STRUCTURE THERAPEUTICS INC | 11,419,200 |
| SPYRE THERAPEUTICS INC | 11,082,800 |
| DENALI THERAPEUTICS INC | 9,909,560 |
| CUTERA INC | 6,543,120 |
New stocks bought by BRAIDWELL LP
Additions
| Ticker | % Inc. |
|---|---|
| KRYSTAL BIOTECH INC | 153 |
| PENUMBRA INC | 133 |
| INSPIRE MED SYS INC | 84.11 |
| LANTHEUS HLDGS INC | 71.73 |
| AMGEN INC | 60.77 |
| ADAPTIVE BIOTECHNOLOGIES COR | 40.28 |
| APOGEE THERAPEUTICS INC | 38.69 |
| NUVASIVE INC | 31.28 |
Additions to existing portfolio by BRAIDWELL LP
Reductions
| Ticker | % Reduced |
|---|---|
| NANOSTRING TECHNOLOGIES INC | -97.49 |
| COMPASS THERAPEUTICS INC | -94.66 |
| IONIS PHARMACEUTICALS INC | -90.06 |
| HILLEVAX INC | -85.96 |
| VIRIDIAN THERAPEUTICS INC | -81.38 |
| MERUS N V | -80.5 |
| GLAUKOS CORP | -65.11 |
| DECIPHERA PHARMACEUTICALS IN | -64.95 |
BRAIDWELL LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| NEVRO CORP | -102,019,000 |
| INTEGRA LIFESCIENCES HLDGS C | -13,296,500 |
| AGENUS INC | -7,126,940 |
| THE BEAUTY HEALTH COMPANY | -9,789,940 |
| 89BIO INC | -24,555,600 |
| IRONWOOD PHARMACEUTICALS INC | -12,982,200 |
| BICYCLE THERAPEUTICS PLC | -25,913,500 |
| ALX ONCOLOGY HLDGS INC | -5,999,520 |
BRAIDWELL LP got rid off the above stocks
Current Stock Holdings of BRAIDWELL LP
Last Reported on: 14 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | 0.24 | 1,357,490 | 6,651,700 | ADDED | 40.28 | |
| AGEN | AGENUS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGLE | SPYRE THERAPEUTICS INC | 0.41 | 515,000 | 11,082,800 | NEW | ||
| ALEC | ALECTOR INC | 0.97 | 3,324,310 | 26,528,000 | REDUCED | -18.4 | |
| ALGN | ALIGN TECHNOLOGY INC | 1.47 | 146,313 | 40,089,800 | ADDED | 16.85 | |
| ALXO | ALX ONCOLOGY HLDGS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMGN | AMGEN INC | 0.62 | 58,200 | 16,762,800 | ADDED | 60.77 | |
| ANAB | ANAPTYSBIO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ARGX | ARGENX SE | 2.14 | 153,204 | 58,283,400 | NEW | ||
| ASND | ASCENDIS PHARMA A/S | 4.79 | 126,897,000 | 130,387,000 | ADDED | 2.34 | |
| ATEC | ALPHATEC HLDGS INC | 1.04 | 26,750,000 | 28,368,400 | REDUCED | -40.22 | |
| AXNX | AXONICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BBIO | BRIDGEBIO PHARMA INC | 5.08 | 114,338,000 | 138,406,000 | UNCHANGED | 0.00 | |
| BBIO | BRIDGEBIO PHARMA INC | 2.11 | 67,294,000 | 57,327,800 | UNCHANGED | 0.00 | |
| BCRX | BIOCRYST PHARMACEUTICALS INC | 1.26 | 5,718,480 | 34,253,700 | ADDED | 6.63 | |
| BCYC | BICYCLE THERAPEUTICS PLC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BSX | BOSTON SCIENTIFIC CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CGEM | CULLINAN ONCOLOGY INC | 0.46 | 1,240,860 | 12,644,400 | REDUCED | -34.99 | |
| CMPX | COMPASS THERAPEUTICS INC | 0.02 | 317,761 | 495,707 | REDUCED | -94.66 | |
| CUTR | CUTERA INC | 0.31 | 31,900,000 | 8,373,750 | REDUCED | -5.9 | |
| CUTR | CUTERA INC | 0.24 | 29,000,000 | 6,543,120 | NEW | ||
| DAWN | DAY ONE BIOPHARMACEUTICALS I | 2.26 | 4,215,570 | 61,547,400 | ADDED | 13.46 | |
| DBVT | DBV TECHNOLOGIES S A | 0.27 | 7,843,280 | 7,473,080 | REDUCED | -35.22 | |
| DCPH | DECIPHERA PHARMACEUTICALS IN | 0.69 | 1,169,490 | 18,863,900 | REDUCED | -64.95 | |
| DHR | DANAHER CORPORATION | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DNLI | DENALI THERAPEUTICS INC | 0.36 | 461,769 | 9,909,560 | NEW | ||
| DXCM | DEXCOM INC | 1.73 | 45,000,000 | 47,205,000 | ADDED | 20.00 | |
| DYN | DYNE THERAPEUTICS INC | 0.37 | 755,811 | 10,052,300 | REDUCED | -58.52 | |
| ENTA | ENANTA PHARMACEUTICALS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ETNB | 89BIO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| EXAS | EXACT SCIENCES CORP | 4.52 | 131,000,000 | 123,140,000 | UNCHANGED | 0.00 | |
| FNA | PARAGON 28 INC | 1.53 | 3,361,820 | 41,787,500 | UNCHANGED | 0.00 | |
| GH | GUARDANT HEALTH INC | 6.95 | 268,252,000 | 189,118,000 | UNCHANGED | 0.00 | |
| GH | GUARDANT HEALTH INC | 0.75 | 758,928 | 20,529,000 | ADDED | 10.15 | |
| GKOS | GLAUKOS CORP | 0.71 | 242,760 | 19,297,000 | REDUCED | -65.11 | |
| HLVX | HILLEVAX INC | 0.12 | 203,407 | 3,264,680 | REDUCED | -85.96 | |
| HROW | HARROW INC | 0.62 | 1,498,580 | 16,784,100 | REDUCED | -17.15 | |
| IART | INTEGRA LIFESCIENCES HLDGS C | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| IMCR | IMMUNOCORE HLDGS PLC | 1.53 | 611,365 | 41,768,500 | REDUCED | -32.59 | |
| INCY | INCYTE CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| INSM | INSMED INC | 2.06 | 52,388,000 | 56,123,300 | ADDED | 31.09 | |
| INSP | INSPIRE MED SYS INC | 1.38 | 184,658 | 37,565,000 | ADDED | 84.11 | |
| IONS | IONIS PHARMACEUTICALS INC | 0.20 | 5,240,000 | 5,538,680 | REDUCED | -90.06 | |
| IRTC | IRHYTHM TECHNOLOGIES INC | 2.23 | 568,157 | 60,815,500 | UNCHANGED | 0.00 | |
| IRWD | IRONWOOD PHARMACEUTICALS INC | 1.45 | 37,509,000 | 39,478,200 | UNCHANGED | 0.00 | |
| IRWD | IRONWOOD PHARMACEUTICALS INC | 0.62 | 15,500,000 | 16,871,800 | UNCHANGED | 0.00 | |
| IRWD | IRONWOOD PHARMACEUTICALS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ISRG | INTUITIVE SURGICAL INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| KIDS | ORTHOPEDIATRICS CORP | 1.32 | 1,107,770 | 36,013,600 | ADDED | 4.73 | |
| KPTI | KARYOPHARM THERAPEUTICS INC | 1.21 | 65,976,000 | 32,988,000 | UNCHANGED | 0.00 | |
| KROS | KEROS THERAPEUTICS INC | 1.63 | 1,118,960 | 44,489,900 | REDUCED | -17.56 | |
| KRYS | KRYSTAL BIOTECH INC | 0.89 | 196,200 | 24,340,600 | ADDED | 153 | |
| LEGN | LEGEND BIOTECH CORP | 1.24 | 562,600 | 33,851,600 | REDUCED | -36.04 | |
| LNTH | LANTHEUS HLDGS INC | 1.13 | 495,100 | 30,696,200 | ADDED | 71.73 | |
| LUNG | PULMONX CORP | 0.37 | 787,954 | 10,046,400 | REDUCED | -20.29 | |
| MRUS | MERUS N V | 0.37 | 370,679 | 10,193,700 | REDUCED | -80.5 | |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | 1.21 | 5,040,640 | 33,016,200 | ADDED | 26.81 | |
| NBIX | NEUROCRINE BIOSCIENCES INC | 3.46 | 715,209 | 94,235,900 | REDUCED | -26.12 | |
| NEO | NEOGENOMICS INC | 1.84 | 65,601,000 | 50,199,500 | ADDED | 4.79 | |
| NEO | NEOGENOMICS INC | 0.34 | 10,000,000 | 9,375,000 | REDUCED | -64.29 | |
| NSTG | NANOSTRING TECHNOLOGIES INC | 0.10 | 3,650,000 | 2,724,720 | REDUCED | -97.49 | |
| NTRA | NATERA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NVRO | NEVRO CORP | 1.40 | 1,776,370 | 38,227,400 | UNCHANGED | 0.00 | |
| NVRO | NEVRO CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NVTA | INVITAE CORP | 0.54 | 16,781,000 | 14,850,600 | UNCHANGED | 0.00 | |
| OM | OUTSET MED INC | 0.48 | 2,400,430 | 12,986,300 | UNCHANGED | 0.00 | |
| PCVX | VAXCYTE INC | 2.98 | 1,289,960 | 81,009,800 | REDUCED | -20.35 | |
| PEN | PENUMBRA INC | 2.06 | 222,792 | 56,041,100 | ADDED | 133 | |
| PODD | INSULET CORP | 2.67 | 63,000,000 | 72,702,000 | ADDED | 15.6 | |
| PRCT | PROCEPT BIOROBOTICS CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PTGX | PROTAGONIST THERAPEUTICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| RAPT | RAPT THERAPEUTICS INC | 0.36 | 389,300 | 9,674,100 | REDUCED | -64.04 | |
| REPL | REPLIMUNE GROUP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| RGEN | REPLIGEN CORP | 0.68 | 102,698 | 18,465,100 | REDUCED | -13.26 | |
| SGEN | SEAGEN INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SKIN | THE BEAUTY HEALTH COMPANY | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SRPT | SAREPTA THERAPEUTICS INC | 1.89 | 50,666,000 | 51,522,300 | ADDED | 14.72 | |
| TERN | TERNS PHARMACEUTICALS INC | 0.55 | 2,318,050 | 15,044,100 | REDUCED | -18.38 | |
| THRD | THIRD HARMONIC BIO INC | 0.53 | 1,316,020 | 14,436,700 | REDUCED | -20.43 | |
| TMDX | TRANSMEDICS GROUP INC | 0.34 | 117,701 | 9,290,140 | REDUCED | -61.69 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 1.48 | 75,749 | 40,206,800 | UNCHANGED | 0.00 | |
| TNDM | TANDEM DIABETES CARE INC | 2.47 | 71,051,000 | 67,178,700 | NEW | ||
| TVTX | TRAVERE THERAPEUTICS INC | 0.41 | 16,850,000 | 11,121,000 | REDUCED | -40.56 | |
| VRDN | VIRIDIAN THERAPEUTICS INC | 0.26 | 323,102 | 7,037,160 | REDUCED | -81.38 | |
| XENE | XENON PHARMACEUTICALS INC | 2.79 | 1,647,310 | 75,875,100 | REDUCED | -21.68 | |
| NOVOCURE LTD | 4.33 | 135,834,000 | 117,917,000 | UNCHANGED | 0.00 | ||
| NUVASIVE INC | 2.73 | 80,530,000 | 74,288,900 | ADDED | 31.28 | ||
| TRAVERE THERAPEUTICS INC | 1.75 | 56,031,000 | 47,699,200 | UNCHANGED | 0.00 | ||
| TOURMALINE BIO INC | 0.87 | 906,820 | 23,740,500 | NEW | |||
| APOGEE THERAPEUTICS INC | 0.70 | 681,101 | 19,030,000 | ADDED | 38.69 | ||
| MINERALYS THERAPEUTICS INC | 0.64 | 2,023,900 | 17,405,500 | UNCHANGED | 0.00 | ||
| STRUCTURE THERAPEUTICS INC | 0.42 | 280,158 | 11,419,200 | NEW | |||
| RAYZEBIO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |