小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

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

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4

23Q2 调仓2023-03-31 → 2023-06-30 · 共 80 项建仓 18增持 24减持 20清仓 18

方向

标的

Δ市值

现股数(环比)

建仓

— ASCENDIS PHARMA A/S

+$113.2M

124,000,000

清仓

— IVERIC BIO INC

-$90.4M

0 -100%

清仓

— NUVASIVE INC

-$51.1M

0 -100%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

建仓

KROS KEROS THERAPEUTICS INC

+$46.0M

1,143,865

清仓

— EXACT SCIENCES CORP

-$45.2M

0 -100%

清仓

AMGN AMGEN INC

-$39.0M

0 -100%

建仓

BSX BOSTON SCIENTIFIC CORP

+$38.8M

717,050

增持

PCVX VAXCYTE INC

+$36.5M

1,722,353 +30%

清仓

— IONIS PHARMACEUTICALS INC

-$33.8M

0 -100%

清仓

— BELLUS HEALTH INC NEW

-$29.7M

0 -100%

建仓

VRDN VIRIDIAN THERAPEUTICS INC

+$28.7M

1,206,300

减持

BIIB BIOGEN INC

-$26.6M

121,942 -45%

减持

— ALPHATEC HLDGS INC

-$25.8M

70,750,000 -30%

增持

— GUARDANT HEALTH INC

+$24.3M

268,252,000 +7%

建仓

MRVI MARAVAI LIFESCIENCES HLDGS I

+$22.4M

1,804,700

增持

— ILLUMINA INC

+$21.5M

22,645,000 +104%

减持

CRNX CRINETICS PHARMACEUTICALS IN

-$20.7M

650,312 -68%

建仓

CGEM CULLINAN ONCOLOGY INC

+$20.5M

1,908,865

增持

— AXONICS INC

+$19.9M

573,791 +244%

增持

— DICE THERAPEUTICS INC

+$19.6M

1,029,901 +5%

清仓

SNDX SYNDAX PHARMACEUTICALS INC

-$19.4M

0 -100%

增持

— PARAGON 28 INC

+$19.1M

2,136,122 +94%

清仓

GMED GLOBUS MED INC

-$19.0M

0 -100%

建仓

— RAPT THERAPEUTICS INC

+$18.4M

984,400

清仓

— STERIS PLC

-$18.3M

0 -100%

增持

— NUVASIVE INC

+$17.6M

55,323,000 +51%

减持

GKOS GLAUKOS CORP

-$16.1M

1,044,392 -42%

减持

ISRG INTUITIVE SURGICAL INC

-$14.7M

123,820 -45%

建仓

TMO THERMO FISHER SCIENTIFIC INC

+$14.2M

27,300

建仓

RYTM RHYTHM PHARMACEUTICALS INC

+$13.9M

843,087

增持

— NEVRO CORP

-$13.9M

1,776,368 +9%

清仓

— MERSANA THERAPEUTICS INC

-$13.8M

0 -100%

增持

— MERUS N V

+$13.5M

1,543,162 +5%

建仓

— INTEGRA LIFESCIENCES HLDGS C

+$13.3M

14,500,000

建仓

DHR DANAHER CORPORATION

+$13.3M

55,400

建仓

RGEN REPLIGEN CORP

+$13.0M

92,000

清仓

PACB PACIFIC BIOSCIENCES CALIF IN

-$12.7M

0 -100%

减持

— EXACT SCIENCES CORP

+$11.9M

131,000,000 -6%

增持

— BRIDGEBIO PHARMA INC

+$11.2M

62,294,000 +47%

减持

KIDS ORTHOPEDIATRICS CORP

-$10.9M

761,208 -24%

建仓

— ACELYRIN INC

+$10.4M

500,000

增持

NBIX NEUROCRINE BIOSCIENCES INC

+$10.4M

933,362 +22%

清仓

— ARCELLX INC

-$10.3M

0 -100%

增持

REPL REPLIMUNE GROUP INC

+$10.0M

487,520 +562%

增持

ALGN ALIGN TECHNOLOGY INC

+$10.0M

224,030 +8%

建仓

GH GUARDANT HEALTH INC

+$9.7M

270,000

减持

LEGN LEGEND BIOTECH CORP

+$9.4M

556,301 -8%

清仓

ARGX ARGENX SE

-$9.2M

0 -100%

增持

CMPX COMPASS THERAPEUTICS INC

+$8.3M

5,954,273 +83%

建仓

— SEAGEN INC

+$8.2M

42,497

减持

— MIRATI THERAPEUTICS INC

-$8.1M

240,625 -47%

减持

— TERNS PHARMACEUTICALS INC

-$7.5M

1,842,352 -8%

建仓

— AGENUS INC

+$7.5M

4,697,930

清仓

TMDX TRANSMEDICS GROUP INC

-$7.5M

0 -100%

建仓

— CUTERA INC

+$7.2M

11,500,000

减持

PEN PENUMBRA INC

-$7.2M

65,844 -38%

增持

IMCR IMMUNOCORE HLDGS PLC

+$7.0M

468,027 +10%

清仓

— SUPERNUS PHARMACEUTICALS

-$6.5M

0 -100%

增持

IRTC IRHYTHM TECHNOLOGIES INC

-$6.4M

478,557 +5%

减持

XENE XENON PHARMACEUTICALS INC

-$6.1M

1,828,353 -14%

减持

— HILLEVAX INC

-$5.3M

1,249,246 -23%

减持

— BRIDGEBIO PHARMA INC

-$5.1M

128,338,000 -10%

增持

ALEC ALECTOR INC

+$5.0M

4,131,315 +29%

减持

— NEOGENOMICS INC

-$4.7M

28,000,000 -15%

增持

VIR VIR BIOTECHNOLOGY INC

+$3.8M

728,549 +21%

减持

ACRS ACLARIS THERAPEUTICS INC

+$3.6M

2,901,194 -11%

增持

BCRX BIOCRYST PHARMACEUTICALS INC

+$3.4M

2,791,880 +44%

清仓

— SILK RD MED INC

-$2.5M

0 -100%

增持

ANAB ANAPTYSBIO INC

+$2.3M

1,154,423 +19%

清仓

— IMMATICS N.V

-$2.2M

0 -100%

增持

— DAY ONE BIOPHARMACEUTICALS I

-$2.1M

3,361,813 +6%

增持

NTRA NATERA INC

+$1.6M

1,152,851 +17%

增持

— NOVOCURE LTD

+$1.4M

135,834,000 +1%

增持

— DECIPHERA PHARMACEUTICALS IN

+$1.3M

3,646,419 +12%

减持

ESPR ESPERION THERAPEUTICS INC NE

-$680.9K

895,949 -26%

减持

KRYS KRYSTAL BIOTECH INC

+$476.5K

241,399 -31%

建仓

ATEC ALPHATEC HLDGS INC

+$457.2K

25,431

清仓

— AVALO THERAPEUTICS INC

-$432.7K

0 -100%

减持

— OUTSET MED INC

-$341.8K

1,460,368 -17%

减持

LUNG PULMONX CORP

+$96.0K

999,362 -14%