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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 88 项
建仓 20
增持 16
减持 32
清仓 20
方向
标的
Δ市值
现股数(环比)
清仓
—
NOVOCURE LTD
-$210.0M
0
-100%
减持
—
GUARDANT HEALTH INC
-$94.0M
104,854,000
-52%
减持
XENE
XENON PHARMACEUTICALS INC
-$62.9M
1,825,076
-49%
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
KOD
KODIAK SCIENCES INC
+$58.0M
2,072,788
建仓
—
CENTESSA PHARMACEUTICALS PLC
+$54.7M
2,188,320
减持
CGON
CG ONCOLOGY INC
-$54.6M
1,870,571
-43%
建仓
BTSG
BRIGHTSPRING HEALTH SVCS INC
+$44.8M
1,195,786
减持
KRYS
KRYSTAL BIOTECH INC
-$42.0M
202,101
-61%
建仓
NRIX
NURIX THERAPEUTICS INC
+$41.4M
2,183,864
增持
NEO
NEOGENOMICS INC
+$40.8M
4,632,801
+162%
增持
GKOS
GLAUKOS CORP
+$40.5M
921,979
+18%
建仓
ILMN
ILLUMINA INC
+$35.4M
269,673
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
+$35.2M
1,858,109
+214%
清仓
—
KARYOPHARM THERAPEUTICS INC
-$35.0M
0
-100%
减持
DHR
DANAHER CORPORATION
-$34.3M
118,227
-62%
增持
FULC
FULCRUM THERAPEUTICS INC
+$32.6M
3,061,222
+1295%
建仓
MBX
MBX BIOSCIENCES INC
+$32.1M
1,018,600
减持
—
SOLENO THERAPEUTICS INC
-$31.7M
1,187,859
-7%
建仓
—
RAPT THERAPEUTICS INC
+$31.5M
929,694
减持
LEGN
LEGEND BIOTECH CORP
-$31.3M
1,298,142
-29%
减持
ARGX
ARGENX SE
-$30.0M
31,007
-59%
清仓
GMED
GLOBUS MED INC
-$28.5M
0
-100%
增持
VERA
VERA THERAPEUTICS INC
+$26.0M
784,742
+66%
建仓
NTRA
NATERA INC
+$25.5M
111,500
清仓
THC
TENET HEALTHCARE CORP
-$24.7M
0
-100%
减持
ORKA
ORUKA THERAPEUTICS INC
-$24.0M
84,795
-94%
建仓
—
TERNS PHARMACEUTICALS INC
+$23.2M
575,321
清仓
EXAS
EXACT SCIENCES CORP
-$22.7M
0
-100%
清仓
—
AKERO THERAPEUTICS INC
-$22.6M
0
-100%
减持
—
IRONWOOD PHARMACEUTICALS INC
-$22.4M
53,405,000
-35%
清仓
ATEC
ALPHATEC HLDGS INC
-$22.0M
0
-100%
建仓
EOLS
EVOLUS INC
+$20.6M
3,105,209
建仓
BIIB
BIOGEN INC
+$20.4M
115,700
清仓
VKTX
VIKING THERAPEUTICS INC
-$20.0M
0
-100%
增持
KYMR
KYMERA THERAPEUTICS INC
+$19.7M
454,259
+64%
增持
DNTH
DIANTHUS THERAPEUTICS INC
+$19.6M
1,273,935
+53%
清仓
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$17.7M
0
-100%
建仓
—
VENTYX BIOSCIENCES INC
+$17.3M
1,920,255
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$17.0M
751,534
-15%
清仓
SRPT
SAREPTA THERAPEUTICS INC
-$16.0M
0
-100%
增持
HNGE
HINGE HEALTH INC
+$15.9M
1,304,623
+43%
减持
INSP
INSPIRE MED SYS INC
-$15.7M
540,890
-39%
清仓
—
DAY ONE BIOPHARMACEUTICALS I
-$15.4M
0
-100%
建仓
CMPX
COMPASS THERAPEUTICS INC
+$15.0M
2,786,778
建仓
GLUE
MONTE ROSA THERAPEUTICS INC
+$14.9M
948,316
清仓
—
AVIDITY BIOSCIENCES INC
-$14.5M
0
-100%
清仓
EHC
ENCOMPASS HEALTH CORP
-$14.4M
0
-100%
减持
APGE
APOGEE THERAPEUTICS INC
-$13.8M
575,067
-60%
建仓
XFOR
X4 PHARMACEUTICALS INC
+$13.5M
3,368,904
清仓
—
DEXCOM INC
-$13.4M
0
-100%
建仓
—
ICON PLC
+$13.4M
73,370
增持
—
ENGENE HOLDINGS INC
+$12.8M
3,131,319
+38%
减持
RGEN
REPLIGEN CORP
-$12.8M
81,790
-58%
减持
—
IRHYTHM TECHNOLOGIES INC
-$12.6M
52,000,000
-16%
建仓
GRAL
GRAIL INC
+$12.2M
142,755
减持
—
KINIKSA PHARMACEUTICALS INTL
-$12.0M
313,823
-51%
减持
CSTL
CASTLE BIOSCIENCES INC
-$11.8M
177,183
-78%
增持
CVS
CVS HEALTH CORP
+$11.7M
564,200
+29%
清仓
REPL
REPLIMUNE GROUP INC
-$11.5M
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
-$11.0M
83,417
-36%
增持
CAI
CARIS LIFE SCIENCES INC
-$10.4M
7,816,142
+7%
减持
SYRE
SPYRE THERAPEUTICS INC
+$10.3M
1,634,615
-37%
清仓
SION
SIONNA THERAPEUTICS INC
-$9.2M
0
-100%
增持
SRZN
SURROZEN INC
+$8.8M
470,000
+236%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$8.5M
80,725
-29%
清仓
AMLX
AMYLYX PHARMACEUTICALS INC
-$8.3M
0
-100%
减持
ALGN
ALIGN TECHNOLOGY INC
+$8.2M
381,004
-7%
增持
TECX
TECTONIC THERAPEUTIC INC
+$7.8M
927,524
+26%
建仓
RLMD
RELMADA THERAPEUTICS INC
+$7.6M
1,582,257
减持
XNCR
XENCOR INC
-$7.6M
459,166
-63%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$7.2M
601,520
+14%
增持
DRUG
BRIGHT MINDS BIOSCIENCES INC
+$6.9M
324,358
+7%
清仓
—
ROYALTY PHARMA PLC
-$6.4M
0
-100%
清仓
—
IMMUNOCORE HLDGS PLC
-$6.2M
0
-100%
增持
—
ZURA BIO LTD
+$6.0M
3,180,389
+29%
减持
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
-$5.9M
311,991
-58%
减持
DYN
DYNE THERAPEUTICS INC
-$5.6M
1,478,329
-46%
减持
NUVL
NUVALENT INC
-$5.0M
821,406
-19%
建仓
BLLN
BILLIONTOONE INC
+$4.1M
50,000
减持
ACAD
ACADIA PHARMACEUTICALS INC
+$3.5M
2,032,021
-15%
建仓
KPTI
KARYOPHARM THERAPEUTICS INC
+$2.2M
303,370
减持
HROW
HARROW INC
-$2.0M
295,291
-14%
减持
CDNA
CAREDX INC
-$1.9M
1,585,220
-27%
清仓
HTFL
HEARTFLOW INC
-$1.7M
0
-100%
减持
PEN
PENUMBRA INC
-$1.6M
110,152
-22%
减持
TMDX
TRANSMEDICS GROUP INC
-$1.0M
315,341
-10%
减持
KIDS
ORTHOPEDIATRICS CORP
-$984.4K
1,100,370
-1%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
-$277.4K
217,345
-4%
