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BRAIDWELL LP

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
61
-16
New Purchases
0
Added To
0
Closed
61
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 13 $0 0%
Mid Cap 26 $0 0%
Small Cap 17 $0 0%
Micro Cap 5 $0 0%

Portfolio Analytics

Avg Market Cap
$14.6B
Median Market Cap
$3.6B
Avg P/E
47.2
Median P/E
35.8
Avg Dividend Yield
0.00%
Avg Beta
1.06
# Stocks
61
# ETFs / Funds
0

Top Holdings (61 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CVS —% -$45M -564,200 -100.0% SOLD
2 ARGX —% -$26M -31,007 -100.0% SOLD
3 INSP —% -$50M -540,890 -100.0% SOLD
4 DHR —% -$27M -118,227 -100.0% SOLD
5 PEN —% -$34M -110,152 -100.0% SOLD
6 TMO —% -$47M -80,725 -100.0% SOLD
7 GKOS —% -$104M -921,979 -100.0% SOLD
8 HNGE —% -$61M -1,304,623 -100.0% SOLD
9 BMRN —% -$36M -601,520 -100.0% SOLD
10 HROW —% -$14M -295,291 -100.0% SOLD
11 FULC —% -$35M -3,061,222 -100.0% SOLD
12 ADPT —% -$5M -311,991 -100.0% SOLD
13 ILMN —% -$35M -269,673 -100.0% SOLD
14 EOLS —% -$21M -3,105,209 -100.0% SOLD
15 EWTX —% -$129M -5,210,831 -100.0% SOLD
16 BLLN —% -$4M -50,000 -100.0% SOLD
17 VTYX —% -$17M -1,920,255 -100.0% SOLD
18 DYN —% -$29M -1,478,329 -100.0% SOLD
19 CNTA —% -$55M -2,188,320 -100.0% SOLD
20 MBX —% -$32M -1,018,600 -100.0% SOLD
21 KOD —% -$58M -2,072,788 -100.0% SOLD
22 GRAL —% -$12M -142,755 -100.0% SOLD
23 CAI —% -$211M -7,816,142 -100.0% SOLD
24 ACAD —% -$54M -2,032,021 -100.0% SOLD
25 CGON —% -$78M -1,870,571 -100.0% SOLD
26 KPTI —% -$2M -303,370 -100.0% SOLD
27 ISRG —% -$47M -83,417 -100.0% SOLD
28 CSTL —% -$7M -177,183 -100.0% SOLD
29 KYMR —% -$35M -454,259 -100.0% SOLD
30 IRTC —% -$39M -217,345 -100.0% SOLD
31 BTSG —% -$45M -1,195,786 -100.0% SOLD
32 XENE —% -$82M -1,825,076 -100.0% SOLD
33 LUNG —% -$2M -752,541 -100.0% SOLD
34 BIIB —% -$20M -115,700 -100.0% SOLD
35 CLDX —% -$50M -1,858,109 -100.0% SOLD
36 CMPX —% -$15M -2,786,778 -100.0% SOLD
37 MRVI —% -$27M -8,353,287 -100.0% SOLD
38 ALGN —% -$59M -381,004 -100.0% SOLD
39 NEO —% -$54M -4,632,801 -100.0% SOLD
40 TMDX —% -$38M -315,341 -100.0% SOLD
41 XNCR —% -$7M -459,166 -100.0% SOLD
42 DNTH —% -$52M -1,273,935 -100.0% SOLD
43 NUVL —% -$83M -821,406 -100.0% SOLD
44 NBIX —% -$107M -751,534 -100.0% SOLD
45 RLMD —% -$8M -1,582,257 -100.0% SOLD
46 VERA —% -$40M -784,742 -100.0% SOLD
47 CDNA —% -$30M -1,585,220 -100.0% SOLD
48 ICLR —% -$13M -73,370 -100.0% SOLD
49 LEGN —% -$28M -1,298,142 -100.0% SOLD
50 KIDS —% -$20M -1,100,370 -100.0% SOLD
51 NTRA —% -$26M -111,500 -100.0% SOLD
52 ORKA —% -$3M -84,795 -100.0% SOLD
53 SYRE —% -$54M -1,634,615 -100.0% SOLD
54 TECX —% -$19M -927,524 -100.0% SOLD
55 XFOR —% -$13M -3,368,904 -100.0% SOLD
56 GLUE —% -$15M -948,316 -100.0% SOLD
57 KRYS —% -$50M -202,101 -100.0% SOLD
58 RGEN —% -$13M -81,790 -100.0% SOLD
59 NRIX —% -$41M -2,183,864 -100.0% SOLD
60 TERN —% -$23M -575,321 -100.0% SOLD
61 RAPT —% -$31M -929,694 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
CVS —%
INSP —%
DHR —%
PEN —%
TMO —%
GKOS —%
HNGE —%
BMRN —%
HROW —%
FULC —%
ADPT —%
ILMN —%
EOLS —%
EWTX —%
BLLN —%
View SEC EDGAR Filings for BRAIDWELL LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms