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BRAIDWELL LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

BRAIDWELL LP

报告期 2026-03-31 · CIK 0001920938

持仓数

88

前50大市值合计

$2.55B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

CAI CARIS LIFE SCIENCES INC

COM

$143.2M

8,009,447

5.6%

— GUARDANT HEALTH INC

DEBT 1.250% 2/1

$102.6M

60,954,000

4.0%

— REPLIGEN CORP

NOTE 1.000%12/1

$98.7M

101,000,000

3.9%

— NEOGENOMICS INC

NOTE 0.250% 1/1

$91.8M

100,381,000

3.6%

NBIX NEUROCRINE BIOSCIENCES INC

COM

$85.9M

652,121

3.4%

GKOS GLAUKOS CORP

COM

$82.2M

763,505

3.2%

— CENTESSA PHARMACEUTICALS PLC

SPONSORED ADS

$78.9M

1,986,768

3.1%

XENE XENON PHARMACEUTICALS INC

COM

$77.8M

1,338,452

3.1%

DNTH DIANTHUS THERAPEUTICS INC

COM

$75.5M

899,364

3.0%

EWTX EDGEWISE THERAPEUTICS INC

COM

$73.9M

2,347,583

2.9%

IRTC IRHYTHM HOLDINGS INC

COM

$72.0M

610,192

2.8%

NUVL NUVALENT INC

COM

$71.8M

700,429

2.8%

KOD KODIAK SCIENCES INC

COM

$69.3M

1,818,665

2.7%

CGON CG ONCOLOGY INC

COM

$66.7M

984,783

2.6%

— ALPHATEC HLDGS INC

NOTE 0.750% 3/1

$63.4M

61,621,000

2.5%

ARGX ARGENX SE

SPONSORED ADR

$62.0M

84,939

2.4%

HNGE HINGE HEALTH INC

CL A

$56.1M

1,455,123

2.2%

ACAD ACADIA PHARMACEUTICALS INC

COM

$55.0M

2,471,199

2.2%

GLUE MONTE ROSA THERAPEUTICS INC

COM

$52.7M

3,206,574

2.1%

KRYS KRYSTAL BIOTECH INC

COM

$47.1M

182,425

1.9%

SYRE SPYRE THERAPEUTICS INC

COM NEW

$47.1M

932,823

1.8%

GH GUARDANT HEALTH INC

COM

$46.2M

499,712

1.8%

TMO THERMO FISHER SCIENTIFIC INC

COM

$45.7M

92,915

1.8%

GENB GENERATE BIOMEDICINES INC

COM SHS

$44.9M

3,592,999

1.8%

MBX MBX BIOSCIENCES INC

COM

$44.6M

1,492,467

1.7%

BTSG BRIGHTSPRING HEALTH SVCS INC

COM

$43.3M

1,016,562

1.7%

CLDX CELLDEX THERAPEUTICS INC NEW

COM NEW

$43.0M

1,356,082

1.7%

NEO NEOGENOMICS INC

COM NEW

$41.7M

5,617,402

1.6%

APGE APOGEE THERAPEUTICS INC

COM

$40.3M

478,667

1.6%

DRUG BRIGHT MINDS BIOSCIENCES INC

COM NEW

$39.4M

539,708

1.5%

CDNA CAREDX INC

COM

$37.7M

2,173,146

1.5%

ISRG INTUITIVE SURGICAL INC

COM NEW

$35.6M

77,297

1.4%

INSP INSPIRE MED SYS INC

COM

$34.9M

677,570

1.4%

PEN PENUMBRA INC

COM

$34.6M

105,352

1.4%

TMDX TRANSMEDICS GROUP INC

COM

$32.7M

329,391

1.3%

— SOLENO THERAPEUTICS INC

COM

$32.1M

959,259

1.3%

DYN DYNE THERAPEUTICS INC

COM

$30.5M

1,681,998

1.2%

MRVI MARAVAI LIFESCIENCES HLDGS I

COM CL A

$29.0M

10,240,164

1.1%

ILMN ILLUMINA INC

COM

$28.3M

229,215

1.1%

KYMR KYMERA THERAPEUTICS INC

COM

$28.1M

337,559

1.1%

BMRN BIOMARIN PHARMACEUTICAL INC

COM

$28.1M

497,020

1.1%

NRIX NURIX THERAPEUTICS INC

COM

$27.1M

1,750,766

1.1%

RYTM RHYTHM PHARMACEUTICALS INC

COM

$27.0M

310,628

1.1%

DHR DANAHER CORP DEL

COM

$26.4M

139,327

1.0%

— ESTABLISHMENT LABS HLDGS INC

COM

$26.3M

463,600

1.0%

TECX TECTONIC THERAPEUTIC INC

COM

$26.2M

847,151

1.0%

NTRA NATERA INC

COM

$25.8M

129,000

1.0%

CRVS CORVUS PHARMACEUTICALS INC

COM

$25.6M

1,752,798

1.0%

FULC FULCRUM THERAPEUTICS INC

COM

$24.0M

3,134,922

0.9%

— ZURA BIO LTD

CLASS A ORD SHS

$23.7M

3,988,989

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

24%前 6 大占比

CAI5.6%GUARDANT HEALTH INC4.0%REPLIGEN CORP3.9%NEOGENOMICS INC3.6%NBIX3.4%GKOS3.2%