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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

24Q4 调仓2024-09-30 → 2024-12-31 · 共 76 项建仓 14增持 23减持 17清仓 22

方向

标的

Δ市值

现股数(环比)

建仓

— REPLIGEN CORP

+$114.8M

112,000,000

清仓

— INSULET CORP

-$76.4M

0 -100%

建仓

TMDX TRANSMEDICS GROUP INC

+$57.5M

922,100

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。

清仓

— TRAVERE THERAPEUTICS INC

-$53.5M

0 -100%

减持

— DEXCOM INC

-$52.3M

18,500,000 -75%

建仓

TMO THERMO FISHER SCIENTIFIC INC

+$46.7M

89,754

清仓

MDGL MADRIGAL PHARMACEUTICALS INC

-$39.0M

0 -100%

清仓

ARVN ARVINAS INC

-$31.6M

0 -100%

清仓

DXCM DEXCOM INC

-$29.6M

0 -100%

减持

APGE APOGEE THERAPEUTICS INC

-$26.7M

1,540,362 -6%

减持

PEN PENUMBRA INC

-$26.6M

183,828 -49%

增持

CGON CG ONCOLOGY INC

-$25.5M

3,283,317 +4%

建仓

GERN GERON CORP

+$24.8M

7,006,315

清仓

RLAY RELAY THERAPEUTICS INC

-$24.8M

0 -100%

减持

— APELLIS PHARMACEUTICALS INC

-$23.2M

2,098,866 -33%

增持

LEGN LEGEND BIOTECH CORP

+$21.8M

2,977,951 +93%

建仓

BRKR BRUKER CORP

+$20.7M

353,200

清仓

OCUL OCULAR THERAPEUTIX INC

-$19.5M

0 -100%

建仓

NUVL NUVALENT INC

+$18.9M

241,235

减持

RGEN REPLIGEN CORP

-$18.2M

283,823 -28%

减持

NBIX NEUROCRINE BIOSCIENCES INC

+$17.4M

901,790 -2%

增持

ATEC ALPHATEC HLDGS INC

+$16.6M

4,256,490 +5%

建仓

DYN DYNE THERAPEUTICS INC

+$16.0M

681,182

清仓

BSX BOSTON SCIENTIFIC CORP

-$15.9M

0 -100%

减持

PCVX VAXCYTE INC

-$15.8M

222,424 -25%

减持

REPL REPLIMUNE GROUP INC

-$15.8M

1,477,102 -52%

增持

ORKA ORUKA THERAPEUTICS INC

+$14.5M

1,147,676 +123%

建仓

CADL CANDEL THERAPEUTICS INC

+$13.9M

1,600,000

增持

VKTX VIKING THERAPEUTICS INC

-$13.7M

1,479,666 +28%

增持

DNTH DIANTHUS THERAPEUTICS INC

+$12.8M

1,206,589 +144%

减持

— PARAGON 28 INC

+$12.0M

3,834,809 -7%

建仓

RCUS ARCUS BIOSCIENCES INC

+$11.9M

802,100

增持

KROS KEROS THERAPEUTICS INC

-$11.1M

1,894,439 +168%

增持

HROW HARROW INC

+$10.7M

907,039 +106%

清仓

— HAEMONETICS CORP MASS

-$10.6M

0 -100%

减持

GH GUARDANT HEALTH INC

+$10.3M

2,847,931 -15%

清仓

ALEC ALECTOR INC

-$10.1M

0 -100%

增持

EWTX EDGEWISE THERAPEUTICS INC

+$10.0M

2,332,196 +19%

清仓

PODD INSULET CORP

-$9.9M

0 -100%

清仓

CSTL CASTLE BIOSCIENCES INC

-$9.5M

0 -100%

减持

— DEXCOM INC

-$7.9M

82,700,000 -11%

增持

XENE XENON PHARMACEUTICALS INC

+$7.6M

2,913,964 +8%

清仓

BBIO BRIDGEBIO PHARMA INC

-$7.6M

0 -100%

增持

BCAX BICARA THERAPEUTICS INC

-$7.4M

2,000,659 +21%

清仓

LXEO LEXEO THERAPEUTICS INC

-$6.6M

0 -100%

增持

JSPR JASPER THERAPEUTICS INC

+$6.2M

714,658 +48%

增持

— IMMATICS N.V

+$6.1M

3,503,965 +113%

增持

BNTX BIONTECH SE

+$5.9M

309,865 +25%

清仓

SKIN THE BEAUTY HEALTH COMPANY

-$5.8M

0 -100%

增持

IRWD IRONWOOD PHARMACEUTICALS INC

+$5.8M

5,440,277 +23%

减持

ISRG INTUITIVE SURGICAL INC

-$5.5M

75,300 -18%

减持

IRTC IRHYTHM TECHNOLOGIES INC

+$5.5M

705,391 -10%

建仓

CBLL CERIBELL INC

+$5.4M

210,000

增持

XNCR XENCOR INC

+$4.8M

615,531 +32%

增持

SYRE SPYRE THERAPEUTICS INC

-$4.4M

2,578,404 +18%

增持

— KINIKSA PHARMACEUTICALS INTL

-$4.0M

3,452,447 +19%

增持

INSP INSPIRE MED SYS INC

+$4.0M

293,410 +23%

建仓

— AEROVATE THERAPEUTICS INC

+$3.8M

1,440,499

清仓

FULC FULCRUM THERAPEUTICS INC

-$3.8M

0 -100%

减持

— AMPHASTAR PHARMACEUTICALS IN

-$3.2M

17,400,000 -5%

清仓

VERV VERVE THERAPEUTICS INC

-$3.0M

0 -100%

减持

ARGX ARGENX SE

-$2.8M

80,766 -16%

减持

GKOS GLAUKOS CORP

+$2.7M

288,876 -7%

建仓

SKYE SKYE BIOSCIENCE INC

+$2.3M

825,732

清仓

IOVA IOVANCE BIOTHERAPEUTICS INC

-$2.0M

0 -100%

减持

SRPT SAREPTA THERAPEUTICS INC

-$1.9M

364,900 -1%

清仓

— HILLEVAX INC

-$1.9M

0 -100%

增持

— AVADEL PHARMACEUTICALS PLC

-$1.3M

4,105,726 +21%

清仓

LXRX LEXICON PHARMACEUTICALS INC

-$1.3M

0 -100%

清仓

— DBV TECHNOLOGIES S A

-$1.1M

0 -100%

增持

ALGN ALIGN TECHNOLOGY INC

-$1.0M

375,179 +20%

建仓

PTGX PROTAGONIST THERAPEUTICS INC

+$776.2K

20,109

增持

KRYS KRYSTAL BIOTECH INC

+$703.5K

200,500 +19%

建仓

VRDN VIRIDIAN THERAPEUTICS INC

+$653.6K

34,094

增持

EXAS EXACT SCIENCES CORP

+$340.6K

353,000 +23%

清仓

— ELEVATION ONCOLOGY INC

-$284.1K

0 -100%