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

23Q3 调仓2023-06-30 → 2023-09-30 · 共 78 项建仓 19增持 32减持 13清仓 14

方向

标的

Δ市值

现股数(环比)

建仓

— INSULET CORP

+$53.6M

54,500,000

建仓

— SAREPTA THERAPEUTICS INC

+$49.5M

44,166,000

清仓

— DICE THERAPEUTICS INC

-$47.8M

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。

减持

ALGN ALIGN TECHNOLOGY INC

-$41.0M

125,213 -44%

增持

— MERUS N V

-$40.6M

1,901,337 +23%

减持

— ALPHATEC HLDGS INC

-$39.3M

44,750,000 -37%

建仓

— IRONWOOD PHARMACEUTICALS INC

+$37.3M

37,509,000

建仓

— DEXCOM INC

+$35.5M

37,500,000

清仓

BIIB BIOGEN INC

-$34.7M

0 -100%

清仓

ACRS ACLARIS THERAPEUTICS INC

-$30.1M

0 -100%

清仓

— AMYRIS INC

-$26.2M

0 -100%

建仓

BCYC BICYCLE THERAPEUTICS PLC

+$25.9M

1,289,872

建仓

— 89BIO INC

+$24.6M

1,590,387

增持

TMO THERMO FISHER SCIENTIFIC INC

+$24.1M

75,749 +177%

增持

BSX BOSTON SCIENTIFIC CORP

+$22.7M

1,164,850 +62%

清仓

— ILLUMINA INC

-$22.6M

0 -100%

减持

GKOS GLAUKOS CORP

-$22.0M

695,792 -33%

增持

NBIX NEUROCRINE BIOSCIENCES INC

+$20.9M

968,024 +4%

增持

LEGN LEGEND BIOTECH CORP

+$20.7M

879,564 +58%

建仓

LNTH LANTHEUS HLDGS INC

+$20.0M

288,300

建仓

INSP INSPIRE MED SYS INC

+$19.9M

100,300

减持

KRYS KRYSTAL BIOTECH INC

-$19.4M

77,497 -68%

增持

IMCR IMMUNOCORE HLDGS PLC

+$19.0M

906,973 +94%

建仓

PTGX PROTAGONIST THERAPEUTICS INC

+$18.5M

1,109,150

增持

BCRX BIOCRYST PHARMACEUTICALS INC

+$18.3M

5,362,980 +92%

清仓

VIR VIR BIOTECHNOLOGY INC

-$17.9M

0 -100%

增持

MRVI MARAVAI LIFESCIENCES HLDGS I

+$17.3M

3,974,857 +120%

建仓

INCY INCYTE CORP

+$17.0M

294,900

建仓

TMDX TRANSMEDICS GROUP INC

+$16.8M

307,200

建仓

— IRONWOOD PHARMACEUTICALS INC

+$15.1M

15,500,000

清仓

RYTM RHYTHM PHARMACEUTICALS INC

-$13.9M

0 -100%

建仓

IRWD IRONWOOD PHARMACEUTICALS INC

+$13.0M

1,348,099

增持

— CUTERA INC

+$12.8M

33,900,000 +195%

增持

— BRIDGEBIO PHARMA INC

+$11.9M

67,294,000 +8%

清仓

CRNX CRINETICS PHARMACEUTICALS IN

-$11.7M

0 -100%

减持

NTRA NATERA INC

-$11.3M

1,012,145 -12%

建仓

PRCT PROCEPT BIOROBOTICS CORP

+$10.9M

331,061

增持

GH GUARDANT HEALTH INC

+$10.8M

689,000 +155%

建仓

— THIRD HARMONIC BIO INC

+$10.6M

1,653,991

建仓

APGE APOGEE THERAPEUTICS INC

+$10.5M

491,113

清仓

— ACELYRIN INC

-$10.4M

0 -100%

增持

MLYS MINERALYS THERAPEUTICS INC

+$9.9M

2,023,900 +268%

建仓

SKIN THE BEAUTY HEALTH COMPANY

+$9.8M

1,626,236

建仓

AMGN AMGEN INC

+$9.7M

36,200

增持

— NEOGENOMICS INC

+$9.1M

62,601,000 +29%

减持

— AXONICS INC

-$9.1M

354,527 -38%

减持

— DECIPHERA PHARMACEUTICALS IN

-$8.9M

3,336,221 -9%

减持

ISRG INTUITIVE SURGICAL INC

-$8.7M

114,920 -7%

清仓

— MIRATI THERAPEUTICS INC

-$8.7M

0 -100%

减持

— BRIDGEBIO PHARMA INC

+$8.7M

114,338,000 -11%

清仓

NUVB NUVATION BIO INC

-$7.4M

0 -100%

增持

— NUVASIVE INC

+$6.6M

61,340,000 +11%

建仓

— RAYZEBIO INC

+$6.2M

277,778

增持

DHR DANAHER CORPORATION

+$5.9M

77,200 +39%

增持

— OUTSET MED INC

-$5.8M

2,400,427 +64%

增持

RGEN REPLIGEN CORP

+$5.8M

118,400 +29%

增持

— DAY ONE BIOPHARMACEUTICALS I

+$5.5M

3,715,573 +11%

减持

ANAB ANAPTYSBIO INC

-$4.6M

1,049,823 -9%

增持

— PARAGON 28 INC

+$4.3M

3,361,824 +57%

增持

IRTC IRHYTHM TECHNOLOGIES INC

+$3.6M

568,157 +19%

减持

PCVX VAXCYTE INC

-$3.4M

1,619,553 -6%

清仓

— INSMED INC

-$3.0M

0 -100%

减持

LUNG PULMONX CORP

-$2.9M

988,559 -1%

增持

KROS KEROS THERAPEUTICS INC

-$2.7M

1,357,309 +19%

增持

VRDN VIRIDIAN THERAPEUTICS INC

-$2.1M

1,735,182 +44%

增持

— HILLEVAX INC

-$2.0M

1,449,246 +16%

增持

— TERNS PHARMACEUTICALS INC

-$1.8M

2,840,052 +54%

增持

HROW HARROW INC

-$1.7M

1,808,684 +25%

减持

ALEC ALECTOR INC

+$1.6M

4,074,120 -1%

增持

XENE XENON PHARMACEUTICALS INC

+$1.5M

2,103,396 +15%

清仓

ESPR ESPERION THERAPEUTICS INC NE

-$1.2M

0 -100%

增持

ADPT ADAPTIVE BIOTECHNOLOGIES COR

+$922.8K

967,690 +49%

增持

DYN DYNE THERAPEUTICS INC

+$823.8K

1,821,972 +32%

增持

KIDS ORTHOPEDIATRICS CORP

+$469.7K

1,057,770 +39%

清仓

ATEC ALPHATEC HLDGS INC

-$457.2K

0 -100%

增持

— RAPT THERAPEUTICS INC

-$416.9K

1,082,512 +10%

增持

PEN PENUMBRA INC

+$403.4K

95,315 +45%

增持

— AGENUS INC

-$389.7K

6,307,030 +34%