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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

25Q1 调仓2024-12-31 → 2025-03-31 · 共 72 项建仓 13增持 17减持 20清仓 22

方向

标的

Δ市值

现股数(环比)

建仓

— GUARDANT HEALTH INC

+$227.4M

219,454,000

清仓

— GUARDANT HEALTH INC

-$226.0M

0 -100%

清仓

— NUVASIVE INC

-$113.2M

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

— IRHYTHM TECHNOLOGIES INC

+$89.7M

86,000,000

减持

— BRIDGEBIO PHARMA INC

-$76.2M

62,838,000 -55%

建仓

DHR DANAHER CORPORATION

+$63.4M

309,339

减持

— DEXCOM INC

-$51.6M

25,450,000 -69%

减持

— ALPHATEC HLDGS INC

-$49.3M

5,818,000 -90%

增持

ARGX ARGENX SE

+$45.5M

160,849 +99%

建仓

— IMMUNOCORE HLDGS PLC

+$43.8M

51,828,000

清仓

— AVADEL PHARMACEUTICALS PLC

-$43.2M

0 -100%

增持

KRYS KRYSTAL BIOTECH INC

+$40.8M

400,744 +100%

增持

NUVL NUVALENT INC

+$40.8M

840,945 +249%

清仓

— PARAGON 28 INC

-$39.6M

0 -100%

建仓

— BLUEPRINT MEDICINES CORP

+$38.9M

439,968

建仓

ADPT ADAPTIVE BIOTECHNOLOGIES COR

+$35.7M

4,803,794

清仓

BNTX BIONTECH SE

-$35.3M

0 -100%

减持

— DAY ONE BIOPHARMACEUTICALS I

-$33.7M

3,536,853 -27%

减持

— APELLIS PHARMACEUTICALS INC

-$30.8M

1,652,334 -21%

减持

RGEN REPLIGEN CORP

-$30.5M

81,656 -71%

减持

GH GUARDANT HEALTH INC

-$30.5M

1,327,327 -53%

清仓

KROS KEROS THERAPEUTICS INC

-$30.0M

0 -100%

减持

SRPT SAREPTA THERAPEUTICS INC

-$29.4M

234,500 -36%

清仓

— IMMATICS N.V

-$24.9M

0 -100%

减持

VKTX VIKING THERAPEUTICS INC

-$24.9M

1,435,955 -3%

清仓

GERN GERON CORP

-$24.8M

0 -100%

减持

— KINIKSA PHARMACEUTICALS INTL

-$24.7M

1,962,909 -43%

减持

XENE XENON PHARMACEUTICALS INC

-$23.3M

2,709,875 -7%

增持

DYN DYNE THERAPEUTICS INC

+$21.8M

3,621,344 +432%

清仓

BRKR BRUKER CORP

-$20.7M

0 -100%

清仓

EXAS EXACT SCIENCES CORP

-$19.8M

0 -100%

减持

DNTH DIANTHUS THERAPEUTICS INC

-$19.5M

375,355 -69%

减持

— REPLIGEN CORP

-$19.0M

98,000,000 -13%

清仓

PCVX VAXCYTE INC

-$18.2M

0 -100%

增持

GKOS GLAUKOS CORP

+$18.1M

624,435 +116%

增持

TMO THERMO FISHER SCIENTIFIC INC

+$16.9M

127,733 +42%

建仓

— ASCENDIS PHARMA A/S

+$16.6M

106,713

清仓

— AMPHASTAR PHARMACEUTICALS IN

-$16.3M

0 -100%

建仓

MDGL MADRIGAL PHARMACEUTICALS INC

+$16.1M

48,690

清仓

JSPR JASPER THERAPEUTICS INC

-$15.3M

0 -100%

增持

IRWD IRONWOOD PHARMACEUTICALS INC

-$14.4M

6,622,584 +22%

减持

PEN PENUMBRA INC

-$14.2M

110,128 -40%

清仓

CADL CANDEL THERAPEUTICS INC

-$13.9M

0 -100%

清仓

RCUS ARCUS BIOSCIENCES INC

-$11.9M

0 -100%

增持

ORKA ORUKA THERAPEUTICS INC

-$11.0M

1,572,426 +37%

减持

— NEOGENOMICS INC

-$10.3M

101,381,000 -13%

增持

NBIX NEUROCRINE BIOSCIENCES INC

+$8.7M

1,191,925 +32%

增持

EWTX EDGEWISE THERAPEUTICS INC

-$8.2M

2,458,808 +5%

建仓

CSTL CASTLE BIOSCIENCES INC

+$7.3M

365,247

减持

CGEM CULLINAN THERAPEUTICS INC

-$6.9M

980,773 -17%

清仓

FDMT 4D MOLECULAR THERAPEUTICS IN

-$6.8M

0 -100%

增持

BCAX BICARA THERAPEUTICS INC

-$6.7M

2,162,803 +8%

清仓

— NEVRO CORP

-$6.3M

0 -100%

增持

INSP INSPIRE MED SYS INC

-$6.2M

302,410 +3%

增持

ALGN ALIGN TECHNOLOGY INC

+$6.1M

530,530 +41%

清仓

CBLL CERIBELL INC

-$5.4M

0 -100%

减持

IRTC IRHYTHM TECHNOLOGIES INC

-$5.4M

556,391 -21%

增持

HROW HARROW INC

-$5.0M

956,839 +5%

建仓

— METSERA INC

+$4.8M

175,000

增持

ISRG INTUITIVE SURGICAL INC

+$4.3M

88,000 +17%

增持

ATEC ALPHATEC HLDGS INC

+$4.1M

4,259,429 +0%

建仓

AARD AARDVARK THERAPEUTICS INC

+$3.8M

500,000

减持

REPL REPLIMUNE GROUP INC

-$3.6M

1,461,826 -1%

增持

XNCR XENCOR INC

+$3.5M

1,655,690 +169%

清仓

— CUTERA INC

-$2.6M

0 -100%

清仓

— CUTERA INC

-$2.3M

0 -100%

减持

— BRIDGEBIO PHARMA INC

-$2.2M

48,594,000 -9%

建仓

BBNX BETA BIONICS INC

+$1.7M

140,000

清仓

PTGX PROTAGONIST THERAPEUTICS INC

-$776.2K

0 -100%

清仓

VRDN VIRIDIAN THERAPEUTICS INC

-$653.6K

0 -100%

建仓

TRVI TREVI THERAPEUTICS INC

+$453.4K

72,083

减持

TMDX TRANSMEDICS GROUP INC

+$23.7K

854,884 -7%