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Braidwell LP

Portfolio Manager
Braidwell LP
Performance
+5.43% (2026 Q1)
AUM (13F)
$3.00B
# of Holdings
88
Performance Rank
Allocation (Top 20)
45.16%

Braidwell LP Holdings Map

Top 50 Braidwell LP Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CAI
CARIS LIFE SCIENCES INC
4.78%8.01M$143.2M
+2.47%(+193.31K)
2025-Q1: 0 shares2025-Q2: 7.32M shares2025-Q3: 7.32M shares2025-Q4: 7.82M shares2026-Q1: 8.01M shares
$26.73(-42.96%)
2026-03-31
NBIX
NEUROCRINE BIOSCIENCES INC
2.87%652.1K$85.9M
-13.23%(-99.41K)
2025-Q1: 1.19M shares2025-Q2: 1.16M shares2025-Q3: 880.3K shares2025-Q4: 751.5K shares2026-Q1: 652.1K shares
$115.09(+51.42%)
2026-03-31
GKOS
GLAUKOS CORP
2.74%763.5K$82.2M
-17.19%(-158.47K)
2025-Q1: 624.4K shares2025-Q2: 603.4K shares2025-Q3: 780.2K shares2025-Q4: 922.0K shares2026-Q1: 763.5K shares
$97.49(+52.16%)
2026-03-31
CNTA
CENTESSA PHARMACEUTICALS PLC
2.63%1.99M$78.9M
-9.21%(-201.55K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 2.19M shares2026-Q1: 1.99M shares
$24.63(+64.43%)
2026-03-31
XENE
XENON PHARMACEUTICALS INC
2.6%1.34M$77.8M
-26.66%(-486.62K)
2025-Q1: 2.71M shares2025-Q2: 3.61M shares2025-Q3: 3.61M shares2025-Q4: 1.83M shares2026-Q1: 1.34M shares
$37.64(+61.97%)
2026-03-31
DNTH
DIANTHUS THERAPEUTICS INC
2.52%899.4K$75.5M
-29.40%(-374.57K)
2025-Q1: 375.4K shares2025-Q2: 0 shares2025-Q3: 835.1K shares2025-Q4: 1.27M shares2026-Q1: 899.4K shares
$31.95(+195.31%)
2026-03-31
EWTX
EDGEWISE THERAPEUTICS INC
2.47%2.35M$73.9M
-54.95%(-2.86M)
2025-Q1: 2.46M shares2025-Q2: 5.21M shares2025-Q3: 5.21M shares2025-Q4: 5.21M shares2026-Q1: 2.35M shares
$20.51(+92.85%)
2026-03-31
IRTC
IRHYTHM HOLDINGS INC
2.4%610.2K$72.0M
+180.75%(+392.85K)
2025-Q1: 556.4K shares2025-Q2: 300.0K shares2025-Q3: 225.8K shares2025-Q4: 217.3K shares2026-Q1: 610.2K shares
$97.47(+29.77%)
2026-03-31
NUVL
NUVALENT INC
2.39%700.4K$71.8M
-14.73%(-120.98K)
2025-Q1: 840.9K shares2025-Q2: 1.18M shares2025-Q3: 1.01M shares2025-Q4: 821.4K shares2026-Q1: 700.4K shares
$77.84(+58.95%)
2026-03-31
KOD
KODIAK SCIENCES INC
2.31%1.82M$69.3M
-12.26%(-254.12K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 2.07M shares2026-Q1: 1.82M shares
$22.16(+73.88%)
2026-03-31

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