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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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 83 项建仓 22增持 31减持 13清仓 17

方向

标的

Δ市值

现股数(环比)

清仓

— EXACT SCIENCES CORP

-$133.1M

0 -100%

建仓

— DEXCOM INC

+$81.2M

82,700,000

清仓

— INSMED INC

-$69.4M

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。

增持

CGON CG ONCOLOGY INC

+$54.9M

3,309,507 +193%

建仓

EXAS EXACT SCIENCES CORP

+$48.2M

1,141,678

清仓

— AVADEL PHARMACEUTICALS PLC

-$45.1M

0 -100%

增持

XENE XENON PHARMACEUTICALS INC

+$43.5M

2,560,573 +96%

建仓

— AVADEL PHARMACEUTICALS PLC

+$40.8M

2,898,639

增持

SYRE SPYRE THERAPEUTICS INC

+$39.6M

2,514,538 +388%

建仓

— KINIKSA PHARMACEUTICALS INTL

+$38.4M

2,058,303

清仓

— KARYOPHARM THERAPEUTICS INC

-$35.8M

0 -100%

增持

— IRONWOOD PHARMACEUTICALS INC

+$30.9M

89,740,000 +70%

增持

GH GUARDANT HEALTH INC

+$30.0M

2,807,968 +13%

增持

INSP INSPIRE MED SYS INC

+$29.0M

379,443 +274%

增持

APGE APOGEE THERAPEUTICS INC

-$28.3M

2,392,042 +30%

减持

PEN PENUMBRA INC

-$27.8M

212,594 -28%

清仓

— KINIKSA PHARMACEUTICALS LTD

-$27.5M

0 -100%

建仓

IMCR IMMUNOCORE HLDGS PLC

+$27.0M

797,268

减持

FDMT 4D MOLECULAR THERAPEUTICS IN

-$25.8M

369,458 -65%

建仓

— AKERO THERAPEUTICS INC

+$25.4M

1,084,400

建仓

— APELLIS PHARMACEUTICALS INC

+$23.5M

611,800

建仓

ATEC ALPHATEC HLDGS INC

+$22.9M

2,194,900

增持

— ALPHATEC HLDGS INC

+$22.7M

58,217,000 +79%

减持

PCVX VAXCYTE INC

-$21.8M

808,303 -33%

清仓

— TOURMALINE BIO INC

-$20.8M

0 -100%

清仓

— IRONWOOD PHARMACEUTICALS INC

-$19.9M

0 -100%

清仓

BMRN BIOMARIN PHARMACEUTICAL INC

-$19.1M

0 -100%

清仓

GPCR STRUCTURE THERAPEUTICS INC

-$18.7M

0 -100%

减持

CGEM CULLINAN THERAPEUTICS INC

-$18.1M

176,173 -86%

清仓

BCRX BIOCRYST PHARMACEUTICALS INC

-$17.2M

0 -100%

减持

TMDX TRANSMEDICS GROUP INC

-$16.8M

189,960 -69%

增持

GKOS GLAUKOS CORP

+$16.3M

496,576 +10%

清仓

— ITEOS THERAPEUTICS INC

-$15.9M

0 -100%

清仓

MLYS MINERALYS THERAPEUTICS INC

-$14.8M

0 -100%

减持

ARGX ARGENX SE

-$14.8M

166,924 -24%

增持

RGEN REPLIGEN CORP

+$14.5M

323,509 +126%

建仓

LXRX LEXICON PHARMACEUTICALS INC

+$13.9M

8,294,950

建仓

ARVN ARVINAS INC

+$13.8M

517,230

增持

— PARAGON 28 INC

-$13.2M

4,150,109 +23%

建仓

SRPT SAREPTA THERAPEUTICS INC

+$12.9M

81,900

清仓

ARQT ARCUTIS BIOTHERAPEUTICS INC

-$12.9M

0 -100%

减持

KRYS KRYSTAL BIOTECH INC

-$11.8M

107,179 -39%

增持

TMO THERMO FISHER SCIENTIFIC INC

+$11.6M

70,449 +49%

减持

RLAY RELAY THERAPEUTICS INC

-$11.5M

3,006,799 -20%

减持

— NEVRO CORP

-$11.3M

1,698,768 -4%

建仓

OCUL OCULAR THERAPEUTIX INC

+$11.2M

1,643,770

增持

ALGN ALIGN TECHNOLOGY INC

+$10.9M

275,207 +63%

建仓

SKIN THE BEAUTY HEALTH COMPANY

+$9.8M

5,120,685

清仓

— DECIPHERA PHARMACEUTICALS IN

-$9.6M

0 -100%

建仓

— LIVANOVA PLC

+$9.5M

173,900

建仓

DNTH DIANTHUS THERAPEUTICS INC

+$9.5M

366,851

减持

— HAEMONETICS CORP MASS

-$9.5M

11,500,000 -47%

建仓

REPL REPLIMUNE GROUP INC

+$9.1M

1,013,377

建仓

CSTL CASTLE BIOSCIENCES INC

+$9.1M

416,100

建仓

CELC CELCUITY INC

+$8.5M

516,643

增持

— NEOGENOMICS INC

+$8.2M

116,381,000 +12%

清仓

OLMA OLEMA PHARMACEUTICALS INC

-$8.0M

0 -100%

清仓

— DBV TECHNOLOGIES S A

-$5.9M

0 -100%

增持

— DAY ONE BIOPHARMACEUTICALS I

+$5.9M

3,035,904 +40%

建仓

— LONGBOARD PHARMACEUTICALS IN

+$5.6M

205,926

增持

— INSULET CORP

+$5.6M

68,000,000 +3%

增持

— ELEVATION ONCOLOGY INC

-$5.5M

2,477,614 +4%

增持

— NOVOCURE LTD

+$5.2M

140,834,000 +4%

增持

HROW HARROW INC

+$4.5M

297,188 +136%

建仓

— CONMED CORP

+$4.5M

5,000,000

清仓

ADPT ADAPTIVE BIOTECHNOLOGIES COR

-$4.4M

0 -100%

增持

LEGN LEGEND BIOTECH CORP

+$4.2M

1,669,720 +34%

增持

KROS KEROS THERAPEUTICS INC

-$3.9M

982,209 +33%

减持

— SAREPTA THERAPEUTICS INC

-$3.8M

43,066,000 -15%

增持

NBIX NEUROCRINE BIOSCIENCES INC

+$3.8M

759,009 +4%

增持

— BRIDGEBIO PHARMA INC

-$3.2M

140,838,000 +4%

减持

— BRIDGEBIO PHARMA INC

-$2.9M

65,594,000 -3%

减持

— OUTSET MED INC

-$2.7M

694,525 -71%

增持

— DEXCOM INC

+$2.2M

73,500,000 +13%

增持

MRVI MARAVAI LIFESCIENCES HLDGS I

+$2.0M

9,024,037 +25%

增持

IOVA IOVANCE BIOTHERAPEUTICS INC

+$2.0M

1,466,610 +122%

建仓

— DBV TECHNOLOGIES S A

+$2.0M

2,442,504

增持

BBIO BRIDGEBIO PHARMA INC

-$1.9M

345,571 +0%

增持

IRWD IRONWOOD PHARMACEUTICALS INC

-$1.5M

4,438,232 +27%

增持

LXEO LEXEO THERAPEUTICS INC

+$1.4M

1,382,481 +5%

建仓

— 89BIO INC

+$1.3M

164,227

增持

IRTC IRHYTHM TECHNOLOGIES INC

+$599.3K

526,357 +9%

增持

VKTX VIKING THERAPEUTICS INC

+$202.8K

1,106,905 +55%