小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 64 项建仓 25增持 9减持 23清仓 7

方向

标的

Δ市值

现股数(环比)

建仓

— SOLENO THERAPEUTICS INC

+$86.7M

1,281,989

增持

— NOVOCURE LTD

+$72.2M

211,364,000 +50%

减持

ARGX ARGENX SE

-$51.1M

76,091 -61%

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

ACAD ACADIA PHARMACEUTICALS INC

+$50.8M

2,378,655

建仓

HNGE HINGE HEALTH INC

+$44.7M

910,476

清仓

GH GUARDANT HEALTH INC

-$43.6M

0 -100%

减持

ALGN ALIGN TECHNOLOGY INC

-$42.7M

409,691 -18%

减持

ADPT ADAPTIVE BIOTECHNOLOGIES COR

-$34.0M

736,014 -81%

建仓

CVS CVS HEALTH CORP

+$33.1M

438,600

建仓

DNTH DIANTHUS THERAPEUTICS INC

+$32.9M

835,057

建仓

CDNA CAREDX INC

+$31.7M

2,182,781

减持

LEGN LEGEND BIOTECH CORP

-$30.7M

1,826,155 -28%

建仓

BMRN BIOMARIN PHARMACEUTICAL INC

+$28.6M

528,000

建仓

THC TENET HEALTHCARE CORP

+$24.7M

121,700

建仓

EXAS EXACT SCIENCES CORP

+$22.7M

414,600

建仓

— AKERO THERAPEUTICS INC

+$22.6M

475,400

减持

NBIX NEUROCRINE BIOSCIENCES INC

-$22.3M

880,282 -24%

清仓

— APELLIS PHARMACEUTICALS INC

-$19.4M

0 -100%

建仓

DRUG BRIGHT MINDS BIOSCIENCES INC

+$18.4M

303,685

清仓

MDGL MADRIGAL PHARMACEUTICALS INC

-$18.4M

0 -100%

减持

ATEC ALPHATEC HLDGS INC

-$18.3M

1,514,604 -58%

减持

VKTX VIKING THERAPEUTICS INC

-$18.1M

759,455 -47%

建仓

RARE ULTRAGENYX PHARMACEUTICAL IN

+$17.7M

588,700

减持

— IMMUNOCORE HLDGS PLC

-$17.1M

6,828,000 -75%

建仓

SRPT SAREPTA THERAPEUTICS INC

+$16.0M

832,100

建仓

KYMR KYMERA THERAPEUTICS INC

+$15.7M

276,692

建仓

— ENGENE HOLDINGS INC

+$15.5M

2,266,319

清仓

UNH UNITEDHEALTH GROUP INC

-$15.4M

0 -100%

建仓

CLDX CELLDEX THERAPEUTICS INC NEW

+$15.3M

591,689

建仓

— AVIDITY BIOSCIENCES INC

+$14.5M

331,907

建仓

EHC ENCOMPASS HEALTH CORP

+$14.4M

113,335

增持

GMED GLOBUS MED INC

+$13.9M

498,000 +101%

建仓

VERA VERA THERAPEUTICS INC

+$13.7M

472,739

建仓

NEO NEOGENOMICS INC

+$13.7M

1,771,146

清仓

CELC CELCUITY INC

-$11.8M

0 -100%

建仓

TECX TECTONIC THERAPEUTIC INC

+$11.6M

736,867

减持

HROW HARROW INC

-$10.1M

342,391 -61%

增持

ISRG INTUITIVE SURGICAL INC

+$9.6M

130,227 +45%

减持

SION SIONNA THERAPEUTICS INC

-$9.5M

314,013 -71%

减持

ORKA ORUKA THERAPEUTICS INC

+$9.5M

1,382,350 -9%

建仓

AMLX AMYLYX PHARMACEUTICALS INC

+$8.3M

612,841

减持

KRYS KRYSTAL BIOTECH INC

-$8.2M

520,401 -28%

增持

RGEN REPLIGEN CORP

+$8.2M

195,656 +35%

增持

REPL REPLIMUNE GROUP INC

+$7.6M

2,750,092 +550%

减持

IRTC IRHYTHM TECHNOLOGIES INC

-$7.3M

225,845 -25%

减持

APGE APOGEE THERAPEUTICS INC

-$7.1M

1,438,745 -3%

建仓

— ROYALTY PHARMA PLC

+$6.4M

182,068

清仓

— ALPHATEC HLDGS INC

-$5.8M

0 -100%

减持

— KINIKSA PHARMACEUTICALS INTL

-$5.5M

643,180 -42%

减持

— IRONWOOD PHARMACEUTICALS INC

-$5.5M

82,140,000 -11%

增持

TMDX TRANSMEDICS GROUP INC

+$5.2M

351,248 +38%

减持

— DEXCOM INC

-$4.8M

13,500,000 -27%

减持

— IRHYTHM TECHNOLOGIES INC

-$4.6M

62,000,000 -11%

清仓

— CRESCENT BIOPHARMA INC.

-$4.2M

0 -100%

减持

DYN DYNE THERAPEUTICS INC

+$3.4M

2,730,481 -17%

增持

PEN PENUMBRA INC

+$2.6M

141,528 +9%

增持

INSP INSPIRE MED SYS INC

-$2.2M

883,747 +69%

减持

NUVL NUVALENT INC

-$2.1M

1,012,982 -14%

建仓

FULC FULCRUM THERAPEUTICS INC

+$2.0M

219,488

建仓

HTFL HEARTFLOW INC

+$1.7M

50,000

减持

XNCR XENCOR INC

+$1.6M

1,246,280 -25%

增持

GKOS GLAUKOS CORP

+$1.3M

780,164 +29%

减持

TMO THERMO FISHER SCIENTIFIC INC

+$428.2K

113,933 -16%

减持

— NEOGENOMICS INC

-$231.4K

100,381,000 -1%