StockDriftsStockDriftsTop 50 Braidwell LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CAI | CARIS LIFE SCIENCES INC | 5.44% | 8.26M | $147.1M | +3.08%(+246.59K) | $26.45(-17.59%) | 2026-06-30 | |
| HNGE | HINGE HEALTH INC | 4.08% | 1.33M | $110.4M | -8.59%(-125.00K) | $48.88(+81.04%) | 2026-06-30 | |
| GKOS | GLAUKOS CORP | 3.06% | 591.9K | $82.7M | -22.47%(-171.58K) | $97.49(+89.28%) | 2026-06-30 | |
| EWTX | EDGEWISE THERAPEUTICS INC | 3% | 2.00M | $81.1M | -14.94%(-350.62K) | $20.51(+115.32%) | 2026-06-30 | |
| SYRE | SPYRE THERAPEUTICS INC | 2.89% | 879.5K | $78.1M | -5.72%(-53.36K) | $27.65(+274.74%) | 2026-06-30 | |
| IRTC | IRHYTHM HOLDINGS INC | 2.88% | 654.3K | $77.8M | +7.22%(+44.07K) | $98.75(+28.03%) | 2026-06-30 | |
| NEO | NEOGENOMICS INC | 2.65% | 4.92M | $71.8M | -12.45%(-699.20K) | $11.68(+36.50%) | 2026-06-30 | |
| KOD | KODIAK SCIENCES INC | 2.58% | 1.79M | $69.6M | -1.72%(-31.35K) | $22.16(+86.56%) | 2026-06-30 | |
| XENE | XENON PHARMACEUTICALS INC | 2.53% | 1.13M | $68.3M | -15.47%(-207.00K) | $37.64(+65.66%) | 2026-06-30 | |
| GLUE | MONTE ROSA THERAPEUTICS INC | 2.19% | 2.45M | $59.3M | -23.55%(-755.01K) | $14.73(+5.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +35.07% | +146.44% | — | — | +185.72% |
| Top 20 Holdings Unweighted | +35.49% | +148.73% | — | — | +169.23% |
Braidwell LP reports $2.70B in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are CAI (5.4%), HNGE (4.1%) and GKOS (3.1%). The top 20 holdings account for 49.48% of reported assets. Its disclosed equity book has returned +146.44% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Braidwell LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1920938). View Braidwell LP’s 13F filings on SEC