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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

24Q3 调仓2024-06-30 → 2024-09-30 · 共 76 项建仓 16增持 26减持 24清仓 10

方向

标的

Δ市值

现股数(环比)

增持

— APELLIS PHARMACEUTICALS INC

+$66.7M

3,125,183 +411%

清仓

— SAREPTA THERAPEUTICS INC

-$55.5M

0 -100%

建仓

EWTX EDGEWISE THERAPEUTICS INC

+$52.3M

1,958,310

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

BCAX BICARA THERAPEUTICS INC

+$42.2M

1,657,600

建仓

MDGL MADRIGAL PHARMACEUTICALS INC

+$39.0M

183,818

清仓

TMO THERMO FISHER SCIENTIFIC INC

-$39.0M

0 -100%

增持

— KINIKSA PHARMACEUTICALS INTL

+$33.9M

2,894,513 +41%

增持

SRPT SAREPTA THERAPEUTICS INC

+$33.3M

370,400 +352%

增持

PEN PENUMBRA INC

+$32.0M

361,428 +70%

建仓

DXCM DEXCOM INC

+$29.6M

441,086

建仓

BNTX BIONTECH SE

+$29.4M

247,750

减持

EXAS EXACT SCIENCES CORP

-$28.7M

286,178 -75%

清仓

TMDX TRANSMEDICS GROUP INC

-$28.6M

0 -100%

减持

PCVX VAXCYTE INC

-$27.0M

297,568 -63%

清仓

IMCR IMMUNOCORE HLDGS PLC

-$27.0M

0 -100%

增持

— DAY ONE BIOPHARMACEUTICALS I

+$26.1M

4,873,853 +61%

清仓

— AKERO THERAPEUTICS INC

-$25.4M

0 -100%

增持

REPL REPLIMUNE GROUP INC

+$24.5M

3,070,837 +203%

建仓

— AMPHASTAR PHARMACEUTICALS IN

+$19.5M

18,400,000

减持

ARGX ARGENX SE

-$19.4M

96,724 -42%

建仓

— IMMATICS N.V

+$18.8M

1,647,565

增持

RGEN REPLIGEN CORP

+$18.3M

396,781 +23%

减持

GKOS GLAUKOS CORP

-$18.2M

311,616 -37%

增持

ARVN ARVINAS INC

+$17.9M

1,284,472 +148%

增持

CGEM CULLINAN THERAPEUTICS INC

+$16.6M

1,176,173 +568%

建仓

BSX BOSTON SCIENTIFIC CORP

+$15.9M

189,200

减持

LXEO LEXEO THERAPEUTICS INC

-$15.6M

728,777 -47%

减持

CGON CG ONCOLOGY INC

+$15.2M

3,170,875 -4%

增持

VKTX VIKING THERAPEUTICS INC

+$14.6M

1,156,977 +5%

增持

HROW HARROW INC

+$13.6M

439,638 +48%

增持

ALGN ALIGN TECHNOLOGY INC

+$12.8M

311,679 +13%

减持

LXRX LEXICON PHARMACEUTICALS INC

-$12.7M

801,584 -90%

建仓

ORKA ORUKA THERAPEUTICS INC

+$12.6M

515,726

增持

KRYS KRYSTAL BIOTECH INC

+$11.0M

168,691 +57%

建仓

— ZURA BIO LTD

+$10.0M

2,472,806

建仓

PODD INSULET CORP

+$9.9M

42,500

减持

IOVA IOVANCE BIOTHERAPEUTICS INC

-$9.7M

217,928 -85%

清仓

— LIVANOVA PLC

-$9.5M

0 -100%

建仓

XNCR XENCOR INC

+$9.4M

466,448

建仓

JSPR JASPER THERAPEUTICS INC

+$9.1M

483,300

增持

OCUL OCULAR THERAPEUTIX INC

+$8.2M

2,239,770 +36%

减持

— BRIDGEBIO PHARMA INC

-$7.2M

53,594,000 -18%

增持

XENE XENON PHARMACEUTICALS INC

+$6.7M

2,707,255 +6%

减持

— ELEVATION ONCOLOGY INC

-$6.4M

473,503 -81%

清仓

— LONGBOARD PHARMACEUTICALS IN

-$5.6M

0 -100%

增持

FDMT 4D MOLECULAR THERAPEUTICS IN

+$5.5M

1,225,448 +232%

减持

SYRE SPYRE THERAPEUTICS INC

+$5.3M

2,189,836 -13%

增持

RLAY RELAY THERAPEUTICS INC

+$5.2M

3,499,427 +16%

减持

MRVI MARAVAI LIFESCIENCES HLDGS I

+$4.8M

8,353,287 -7%

增持

CELC CELCUITY INC

+$4.7M

884,306 +71%

清仓

— CONMED CORP

-$4.5M

0 -100%

增持

GH GUARDANT HEALTH INC

-$4.4M

3,342,124 +19%

增持

DNTH DIANTHUS THERAPEUTICS INC

+$4.0M

493,687 +35%

减持

SKIN THE BEAUTY HEALTH COMPANY

-$4.0M

4,049,694 -21%

减持

KROS KEROS THERAPEUTICS INC

-$3.8M

707,240 -28%

建仓

FULC FULCRUM THERAPEUTICS INC

+$3.8M

1,069,158

增持

— AVADEL PHARMACEUTICALS PLC

+$3.7M

3,388,939 +17%

建仓

VERV VERVE THERAPEUTICS INC

+$3.0M

623,980

清仓

— OUTSET MED INC

-$2.7M

0 -100%

减持

APGE APOGEE THERAPEUTICS INC

+$2.4M

1,643,226 -31%

增持

— IRONWOOD PHARMACEUTICALS INC

-$2.2M

92,740,000 +3%

减持

— INSULET CORP

+$2.0M

63,800,000 -6%

建仓

— HILLEVAX INC

+$1.9M

1,064,000

增持

IRTC IRHYTHM TECHNOLOGIES INC

+$1.4M

782,557 +49%

清仓

— 89BIO INC

-$1.3M

0 -100%

增持

NBIX NEUROCRINE BIOSCIENCES INC

+$1.2M

917,674 +21%

减持

LEGN LEGEND BIOTECH CORP

+$1.2M

1,541,551 -8%

减持

BBIO BRIDGEBIO PHARMA INC

-$1.2M

298,400 -14%

增持

— DEXCOM INC

+$1.1M

92,700,000 +12%

减持

— DBV TECHNOLOGIES S A

-$815.1K

1,630,542 -33%

减持

— PARAGON 28 INC

-$764.2K

4,135,109 -0%

减持

ALEC ALECTOR INC

-$751.0K

2,158,245 -9%

增持

ATEC ALPHATEC HLDGS INC

-$468.4K

4,041,065 +84%

减持

CSTL CASTLE BIOSCIENCES INC

+$409.7K

331,986 -20%

减持

INSP INSPIRE MED SYS INC

-$358.7K

238,911 -37%

减持

ISRG INTUITIVE SURGICAL INC

+$145.5K

91,300 -9%