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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 98 项
建仓 31
增持 19
减持 32
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
—
GUARDANT HEALTH INC
-$89.7M
60,954,000
-42%
清仓
—
IRHYTHM TECHNOLOGIES INC
-$72.8M
0
-100%
增持
CAI
CARIS LIFE SCIENCES INC
-$67.7M
8,009,447
+2%
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
—
ALPHATEC HLDGS INC
+$63.4M
61,621,000
清仓
ALGN
ALIGN TECHNOLOGY INC
-$59.5M
0
-100%
减持
EWTX
EDGEWISE THERAPEUTICS INC
-$55.4M
2,347,583
-55%
清仓
—
IRONWOOD PHARMACEUTICALS INC
-$50.5M
0
-100%
建仓
GH
GUARDANT HEALTH INC
+$46.2M
499,712
建仓
GENB
GENERATE BIOMEDICINES INC
+$44.9M
3,592,999
增持
GLUE
MONTE ROSA THERAPEUTICS INC
+$37.9M
3,206,574
+238%
增持
ARGX
ARGENX SE
+$36.0M
84,939
+174%
增持
IRTC
IRHYTHM HOLDINGS INC
+$33.4M
610,192
+181%
清仓
—
RAPT THERAPEUTICS INC
-$31.5M
0
-100%
清仓
LEGN
LEGEND BIOTECH CORP
-$28.2M
0
-100%
建仓
RYTM
RHYTHM PHARMACEUTICALS INC
+$27.0M
310,628
建仓
—
ESTABLISHMENT LABS HLDGS INC
+$26.3M
463,600
建仓
CRVS
CORVUS PHARMACEUTICALS INC
+$25.6M
1,752,798
减持
—
CENTESSA PHARMACEUTICALS PLC
+$24.2M
1,986,768
-9%
减持
CVS
CVS HEALTH CORP
-$23.9M
290,700
-48%
建仓
ATEC
ALPHATEC HLDGS INC
+$23.6M
2,172,725
清仓
—
TERNS PHARMACEUTICALS INC
-$23.2M
0
-100%
建仓
DMRA
DAMORA THERAPEUTICS INC
+$23.2M
894,846
减持
DNTH
DIANTHUS THERAPEUTICS INC
+$23.0M
899,364
-29%
减持
—
SOLENO THERAPEUTICS INC
-$22.9M
959,259
-19%
减持
GKOS
GLAUKOS CORP
-$21.9M
763,505
-17%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$21.7M
346,467
建仓
BIOA
BIOAGE LABS INC
+$21.0M
1,200,587
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$20.7M
652,121
-13%
清仓
BIIB
BIOGEN INC
-$20.4M
0
-100%
减持
VERA
VERA THERAPEUTICS INC
-$18.7M
523,824
-33%
建仓
TARS
TARSUS PHARMACEUTICALS INC
+$18.6M
265,715
建仓
ELV
ELEVANCE HEALTH INC FORMERLY
+$18.2M
62,080
清仓
—
VENTYX BIOSCIENCES INC
-$17.3M
0
-100%
建仓
NKTR
NEKTAR THERAPEUTICS
+$16.0M
222,701
建仓
ACHC
ACADIA HEALTHCARE COMPANY IN
+$15.1M
645,900
增持
INSP
INSPIRE MED SYS INC
-$14.9M
677,570
+25%
建仓
ORIC
ORIC PHARMACEUTICALS INC
+$14.3M
1,128,040
减持
NRIX
NURIX THERAPEUTICS INC
-$14.3M
1,750,766
-20%
建仓
AVAH
AVEANNA HEALTHCARE HLDGS INC
+$14.2M
2,203,506
增持
DRUG
BRIGHT MINDS BIOSCIENCES INC
+$14.1M
539,708
+66%
建仓
—
ZENAS BIOPHARMA INC
+$13.5M
13,000,000
清仓
—
ICON PLC
-$13.4M
0
-100%
增持
NEO
NEOGENOMICS INC
-$12.8M
5,617,402
+21%
增持
MBX
MBX BIOSCIENCES INC
+$12.4M
1,492,467
+47%
建仓
TGTX
TG THERAPEUTICS INC
+$11.9M
358,800
减持
ISRG
INTUITIVE SURGICAL INC
-$11.6M
77,297
-7%
减持
—
ENGENE HOLDINGS INC
-$11.5M
2,456,870
-22%
减持
KOD
KODIAK SCIENCES INC
+$11.4M
1,818,665
-12%
减持
CGON
CG ONCOLOGY INC
-$11.0M
984,783
-47%
减持
NUVL
NUVALENT INC
-$10.9M
700,429
-15%
建仓
CNC
CENTENE CORP DEL
+$10.8M
330,000
增持
FULC
FULCRUM THERAPEUTICS INC
-$10.6M
3,134,922
+2%
建仓
CLYM
CLIMB BIO INC
+$10.5M
1,529,675
建仓
IONS
IONIS PHARMACEUTICALS INC
+$9.8M
130,862
建仓
—
HELIX ACQUISITION CORP III
+$9.3M
900,000
减持
HROW
HARROW INC
-$9.0M
156,419
-47%
建仓
VOR
VOR BIOPHARMA INC
+$8.3M
466,774
建仓
RVMD
REVOLUTION MEDICINES INC
+$8.3M
84,900
增持
CDNA
CAREDX INC
+$7.9M
2,173,146
+37%
减持
RGEN
REPLIGEN CORP
-$7.8M
47,500
-42%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$7.7M
497,020
-17%
清仓
RLMD
RELMADA THERAPEUTICS INC
-$7.6M
0
-100%
减持
CLDX
CELLDEX THERAPEUTICS INC NEW
-$7.5M
1,356,082
-27%
减持
KYMR
KYMERA THERAPEUTICS INC
-$7.2M
337,559
-26%
减持
ILMN
ILLUMINA INC
-$7.1M
229,215
-15%
增持
—
ZURA BIO LTD
+$7.1M
3,988,989
+25%
清仓
XNCR
XENCOR INC
-$7.0M
0
-100%
清仓
CSTL
CASTLE BIOSCIENCES INC
-$6.9M
0
-100%
减持
TECX
TECTONIC THERAPEUTIC INC
+$6.8M
847,151
-9%
减持
SYRE
SPYRE THERAPEUTICS INC
-$6.5M
932,823
-43%
建仓
ACRS
ACLARIS THERAPEUTICS INC
+$6.4M
1,699,116
建仓
DNLI
DENALI THERAPEUTICS INC
+$5.7M
296,324
增持
TMDX
TRANSMEDICS GROUP INC
-$5.6M
329,391
+4%
清仓
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
-$5.1M
0
-100%
减持
CMPX
COMPASS THERAPEUTICS INC
-$4.6M
1,965,106
-29%
增持
HNGE
HINGE HEALTH INC
-$4.5M
1,455,123
+12%
建仓
RVTY
REVVITY INC
+$4.2M
48,400
清仓
BLLN
BILLIONTOONE INC
-$4.1M
0
-100%
减持
XENE
XENON PHARMACEUTICALS INC
-$4.0M
1,338,452
-27%
建仓
CELC
CELCUITY INC
+$3.3M
29,198
建仓
PRAX
PRAXIS PRECISION MEDICINES I
+$3.2M
9,976
减持
APGE
APOGEE THERAPEUTICS INC
-$3.1M
478,667
-17%
减持
KRYS
KRYSTAL BIOTECH INC
-$2.7M
182,425
-10%
清仓
ORKA
ORUKA THERAPEUTICS INC
-$2.6M
0
-100%
建仓
—
ARROWHEAD PHARMACEUTICALS IN
+$2.3M
2,250,000
清仓
KPTI
KARYOPHARM THERAPEUTICS INC
-$2.2M
0
-100%
增持
MRVI
MARAVAI LIFESCIENCES HLDGS I
+$1.8M
10,240,164
+23%
增持
DYN
DYNE THERAPEUTICS INC
+$1.6M
1,681,998
+14%
减持
BTSG
BRIGHTSPRING HEALTH SVCS INC
-$1.5M
1,016,562
-15%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.1M
92,915
+15%
减持
SRZN
SURROZEN INC
+$916.4K
396,100
-16%
增持
ACAD
ACADIA PHARMACEUTICALS INC
+$733.6K
2,471,199
+22%
增持
DHR
DANAHER CORP DEL
-$648.1K
139,327
+18%
建仓
VYNE
VYNE THERAPEUTICS INC
+$547.4K
916,077
减持
PEN
PENUMBRA INC
+$347.1K
105,352
-4%
增持
NTRA
NATERA INC
+$255.2K
129,000
+16%
减持
—
KINIKSA PHARMACEUTICALS INTL
+$176.7K
272,522
-13%
减持
XFOR
X4 PHARMACEUTICALS INC
+$41.7K
3,272,954
-3%
