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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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 74 项建仓 17增持 22减持 16清仓 19

方向

标的

Δ市值

现股数(环比)

清仓

— ASCENDIS PHARMA A/S

-$130.4M

0 -100%

增持

APGE APOGEE THERAPEUTICS INC

+$103.4M

1,842,515 +171%

清仓

— TANDEM DIABETES CARE INC

-$67.2M

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

VKTX VIKING THERAPEUTICS INC

+$58.5M

713,100

建仓

CGON CG ONCOLOGY INC

+$49.6M

1,130,235

建仓

— AVADEL PHARMACEUTICALS PLC

+$45.1M

2,668,549

清仓

IMCR IMMUNOCORE HLDGS PLC

-$41.8M

0 -100%

建仓

ISRG INTUITIVE SURGICAL INC

+$40.1M

100,500

增持

— IRONWOOD PHARMACEUTICALS INC

+$36.8M

52,740,000 +240%

增持

TMDX TRANSMEDICS GROUP INC

+$36.1M

614,531 +422%

增持

LEGN LEGEND BIOTECH CORP

+$35.9M

1,243,795 +121%

增持

— NUVASIVE INC

+$34.7M

114,206,000 +42%

建仓

FDMT 4D MOLECULAR THERAPEUTICS IN

+$33.5M

1,052,485

增持

— NEOGENOMICS INC

+$32.4M

103,580,000 +58%

建仓

RLAY RELAY THERAPEUTICS INC

+$31.1M

3,743,999

清仓

LNTH LANTHEUS HLDGS INC

-$30.7M

0 -100%

增持

GH GUARDANT HEALTH INC

+$30.6M

2,476,804 +226%

建仓

IRWD IRONWOOD PHARMACEUTICALS INC

+$30.4M

3,489,843

增持

MRVI MARAVAI LIFESCIENCES HLDGS I

+$29.6M

7,221,960 +43%

增持

ARGX ARGENX SE

+$28.3M

219,824 +43%

建仓

— KINIKSA PHARMACEUTICALS LTD

+$27.5M

1,392,716

减持

— DAY ONE BIOPHARMACEUTICALS I

-$25.6M

2,173,704 -48%

增持

— DEXCOM INC

+$24.4M

65,000,000 +44%

增持

GKOS GLAUKOS CORP

+$23.2M

450,676 +86%

建仓

LXEO LEXEO THERAPEUTICS INC

+$20.7M

1,322,277

建仓

— HAEMONETICS CORP MASS

+$19.8M

21,500,000

减持

XENE XENON PHARMACEUTICALS INC

-$19.6M

1,308,011 -21%

减持

— IRONWOOD PHARMACEUTICALS INC

-$19.5M

20,000,000 -47%

建仓

BMRN BIOMARIN PHARMACEUTICAL INC

+$19.1M

218,896

减持

BCRX BIOCRYST PHARMACEUTICALS INC

-$17.1M

3,379,577 -41%

清仓

AMGN AMGEN INC

-$16.8M

0 -100%

建仓

— ITEOS THERAPEUTICS INC

+$15.9M

1,162,374

减持

INSP INSPIRE MED SYS INC

-$15.8M

101,492 -45%

增持

ALGN ALIGN TECHNOLOGY INC

+$15.4M

169,252 +16%

减持

HROW HARROW INC

-$15.1M

125,967 -92%

清仓

— TERNS PHARMACEUTICALS INC

-$15.0M

0 -100%

清仓

— INVITAE CORP

-$14.9M

0 -100%

清仓

— THIRD HARMONIC BIO INC

-$14.4M

0 -100%

增持

— INSMED INC

+$13.3M

64,887,000 +24%

建仓

ARQT ARCUTIS BIOTHERAPEUTICS INC

+$12.9M

1,300,000

减持

TMO THERMO FISHER SCIENTIFIC INC

-$12.8M

47,149 -38%

建仓

— ELEVATION ONCOLOGY INC

+$12.2M

2,377,647

减持

ALEC ALECTOR INC

-$12.2M

2,380,704 -28%

清仓

— TRAVERE THERAPEUTICS INC

-$11.1M

0 -100%

建仓

BBIO BRIDGEBIO PHARMA INC

+$10.7M

344,827

清仓

— MERUS N V

-$10.2M

0 -100%

清仓

DYN DYNE THERAPEUTICS INC

-$10.1M

0 -100%

增持

PEN PENUMBRA INC

+$10.0M

295,892 +33%

增持

— EXACT SCIENCES CORP

+$10.0M

144,000,000 +10%

清仓

DNLI DENALI THERAPEUTICS INC

-$9.9M

0 -100%

建仓

IOVA IOVANCE BIOTHERAPEUTICS INC

+$9.8M

660,022

清仓

— RAPT THERAPEUTICS INC

-$9.7M

0 -100%

清仓

— NEOGENOMICS INC

-$9.4M

0 -100%

减持

— DECIPHERA PHARMACEUTICALS IN

-$9.3M

609,643 -48%

建仓

OLMA OLEMA PHARMACEUTICALS INC

+$8.0M

704,344

增持

— BRIDGEBIO PHARMA INC

+$7.8M

135,838,000 +19%

增持

RGEN REPLIGEN CORP

+$7.8M

142,836 +39%

增持

GPCR STRUCTURE THERAPEUTICS INC

+$7.3M

435,823 +56%

减持

KRYS KRYSTAL BIOTECH INC

+$7.2M

177,089 -10%

清仓

VRDN VIRIDIAN THERAPEUTICS INC

-$7.0M

0 -100%

增持

NBIX NEUROCRINE BIOSCIENCES INC

+$6.5M

730,209 +2%

清仓

— IONIS PHARMACEUTICALS INC

-$5.5M

0 -100%

增持

— ALPHATEC HLDGS INC

+$5.5M

32,434,000 +21%

减持

IRTC IRHYTHM TECHNOLOGIES INC

-$4.8M

483,257 -15%

减持

KROS KEROS THERAPEUTICS INC

+$4.3M

737,379 -34%

增持

— INSULET CORP

-$3.8M

66,000,000 +5%

清仓

— HILLEVAX INC

-$3.3M

0 -100%

减持

LUNG PULMONX CORP

-$3.1M

752,541 -4%

清仓

— NANOSTRING TECHNOLOGIES INC

-$2.7M

0 -100%

减持

— CUTERA INC

-$2.6M

25,240,000 -21%

减持

MLYS MINERALYS THERAPEUTICS INC

-$2.6M

1,147,154 -43%

减持

PCVX VAXCYTE INC

+$1.8M

1,212,703 -6%

清仓

CMPX COMPASS THERAPEUTICS INC

-$495.7K

0 -100%

增持

— PARAGON 28 INC

-$222.2K

3,365,609 +0%