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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

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

23Q4 调仓2023-09-30 → 2023-12-31 · 共 77 项建仓 7增持 20减持 29清仓 21

方向

标的

Δ市值

现股数(环比)

减持

— NANOSTRING TECHNOLOGIES INC

-$109.6M

3,650,000 -97%

清仓

— NEVRO CORP

-$102.0M

0 -100%

建仓

— TANDEM DIABETES CARE INC

+$67.2M

71,051,000

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。

清仓

BSX BOSTON SCIENTIFIC CORP

-$61.5M

0 -100%

建仓

ARGX ARGENX SE

+$58.3M

153,204

减持

— IONIS PHARMACEUTICALS INC

-$46.2M

5,240,000 -90%

清仓

NTRA NATERA INC

-$44.8M

0 -100%

清仓

ISRG INTUITIVE SURGICAL INC

-$33.6M

0 -100%

减持

GKOS GLAUKOS CORP

-$33.1M

242,760 -65%

增持

PEN PENUMBRA INC

+$33.0M

222,792 +134%

清仓

BCYC BICYCLE THERAPEUTICS PLC

-$25.9M

0 -100%

减持

LEGN LEGEND BIOTECH CORP

-$25.2M

562,600 -36%

清仓

— 89BIO INC

-$24.6M

0 -100%

建仓

— TOURMALINE BIO INC

+$23.7M

906,820

减持

— DECIPHERA PHARMACEUTICALS IN

-$23.6M

1,169,490 -65%

清仓

— AXONICS INC

-$19.9M

0 -100%

减持

VRDN VIRIDIAN THERAPEUTICS INC

-$19.6M

323,102 -81%

清仓

DHR DANAHER CORPORATION

-$19.2M

0 -100%

增持

— INSULET CORP

+$19.1M

63,000,000 +16%

清仓

ANAB ANAPTYSBIO INC

-$18.9M

0 -100%

清仓

PTGX PROTAGONIST THERAPEUTICS INC

-$18.5M

0 -100%

增持

INSP INSPIRE MED SYS INC

+$17.7M

184,658 +84%

增持

— NUVASIVE INC

+$17.6M

80,530,000 +31%

清仓

INCY INCYTE CORP

-$17.0M

0 -100%

减持

— NEOGENOMICS INC

-$16.9M

10,000,000 -64%

增持

— ASCENDIS PHARMA A/S

+$16.6M

126,897,000 +2%

增持

— INSMED INC

+$16.4M

52,388,000 +31%

减持

— HILLEVAX INC

-$16.2M

203,407 -86%

增持

— DAY ONE BIOPHARMACEUTICALS I

+$16.0M

4,215,573 +13%

增持

KRYS KRYSTAL BIOTECH INC

+$15.4M

196,200 +153%

减持

— ALPHATEC HLDGS INC

-$14.7M

26,750,000 -40%

减持

NBIX NEUROCRINE BIOSCIENCES INC

-$14.7M

715,209 -26%

清仓

— INTEGRA LIFESCIENCES HLDGS C

-$13.3M

0 -100%

清仓

IRWD IRONWOOD PHARMACEUTICALS INC

-$13.0M

0 -100%

增持

— DEXCOM INC

+$11.7M

45,000,000 +20%

减持

— CUTERA INC

-$11.6M

31,900,000 -6%

清仓

ENTA ENANTA PHARMACEUTICALS INC

-$11.6M

0 -100%

建仓

GPCR STRUCTURE THERAPEUTICS INC

+$11.4M

280,158

减持

CMPX COMPASS THERAPEUTICS INC

-$11.2M

317,761 -95%

建仓

SYRE SPYRE THERAPEUTICS INC

+$11.1M

515,000

清仓

PRCT PROCEPT BIOROBOTICS CORP

-$10.9M

0 -100%

增持

LNTH LANTHEUS HLDGS INC

+$10.7M

495,100 +72%

减持

— MERUS N V

+$10.2M

370,679 -81%

建仓

DNLI DENALI THERAPEUTICS INC

+$9.9M

461,769

清仓

SKIN THE BEAUTY HEALTH COMPANY

-$9.8M

0 -100%

减持

HROW HARROW INC

-$9.2M

1,498,584 -17%

清仓

— SEAGEN INC

-$9.0M

0 -100%

减持

— DBV TECHNOLOGIES S A

-$9.0M

7,843,285 -35%

增持

APGE APOGEE THERAPEUTICS INC

+$8.6M

681,101 +39%

清仓

REPL REPLIMUNE GROUP INC

-$8.3M

0 -100%

减持

— RAPT THERAPEUTICS INC

-$8.3M

389,300 -64%

减持

TMDX TRANSMEDICS GROUP INC

-$7.5M

117,701 -62%

减持

— TRAVERE THERAPEUTICS INC

-$7.3M

16,850,000 -41%

清仓

— AGENUS INC

-$7.1M

0 -100%

增持

AMGN AMGEN INC

+$7.0M

58,200 +61%

增持

MRVI MARAVAI LIFESCIENCES HLDGS I

-$6.7M

5,040,635 +27%

建仓

— CUTERA INC

+$6.5M

29,000,000

减持

DYN DYNE THERAPEUTICS INC

-$6.3M

755,811 -59%

清仓

— RAYZEBIO INC

-$6.2M

0 -100%

清仓

ALXO ALX ONCOLOGY HLDGS INC

-$6.0M

0 -100%

减持

IMCR IMMUNOCORE HLDGS PLC

-$5.3M

611,365 -33%

增持

— NEOGENOMICS INC

+$5.0M

65,601,000 +5%

减持

CGEM CULLINAN ONCOLOGY INC

-$4.6M

1,240,865 -35%

减持

XENE XENON PHARMACEUTICALS INC

+$4.0M

1,647,311 -22%

减持

— THIRD HARMONIC BIO INC

+$3.9M

1,316,018 -20%

增持

BCRX BIOCRYST PHARMACEUTICALS INC

-$3.7M

5,718,477 +7%

增持

KIDS ORTHOPEDIATRICS CORP

+$2.2M

1,107,770 +5%

增持

— SAREPTA THERAPEUTICS INC

+$2.0M

50,666,000 +15%

增持

ALGN ALIGN TECHNOLOGY INC

+$1.9M

146,313 +17%

减持

PCVX VAXCYTE INC

-$1.6M

1,289,965 -20%

增持

ADPT ADAPTIVE BIOTECHNOLOGIES COR

+$1.4M

1,357,490 +40%

减持

KROS KEROS THERAPEUTICS INC

+$1.2M

1,118,961 -18%

减持

— TERNS PHARMACEUTICALS INC

+$758.7K

2,318,050 -18%

减持

RGEN REPLIGEN CORP

-$361.7K

102,698 -13%

减持

LUNG PULMONX CORP

-$165.4K

787,954 -20%

减持

ALEC ALECTOR INC

+$127.7K

3,324,308 -18%

增持

GH GUARDANT HEALTH INC

+$107.0K

758,928 +10%