Braidwell LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Braidwell LP reported 83 stock positions worth $2.6 billion. Its top holding was Caris Life Sciences (CAI) at 5.7% of the portfolio, followed by Hinge Health Class A (HNGE, 4.2%) and Glaukos (GKOS, 3.2%). Compared with Q1 2026, it opened 24 new positions, sold out of 23, added to 20 and reduced 34. The biggest buy was a new position in Humana (HUM) and the biggest sale an exit from Centessa Pharmaceuticals (CNTA).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001920938
- Portfolio Value
- $2.6B (Q2 2026)
- SEC Filing
- 0001420506-26-001823 ↗ filed Aug 14, 2026
Holdings Value
Holdings 83 stocks · $2.6B
| CAI Caris Life Sciences Inc. | 5.65% | 8,256,032 | $147.1M | Add +3.1% |
| HNGE Hinge Health Inc. Class A | 4.24% | 1,330,127 | $110.4M | Reduce -8.6% |
| GKOS Glaukos Corp. | 3.18% | 591,927 | $82.7M | Reduce -22.5% |
| EWTX Edgewise Therapeutics Inc. | 3.12% | 1,996,965 | $81.1M | Reduce -14.9% |
| SYRE Spyre Therapeutics Inc. | 3.00% | 879,467 | $78.1M | Reduce -5.7% |
| IRTC Irhythm Holdings Inc. | 2.99% | 654,262 | $77.8M | Add +7.2% |
| NEO Neogenomics Inc. | 2.76% | 4,918,202 | $71.8M | Reduce -12.4% |
| KOD Kodiak Sciences Inc. | 2.67% | 1,787,318 | $69.6M | Reduce -1.7% |
| XENE Xenon Pharmaceuticals Inc. | 2.62% | 1,131,452 | $68.3M | Reduce -15.5% |
| GLUE Monte Rosa Therapeutics Inc. | 2.28% | 2,451,562 | $59.3M | Reduce -23.6% |
| DNTH Dianthus Therapeutics Inc. | 2.23% | 594,562 | $58.0M | Reduce -33.9% |
| NBIX Neurocrine Biosciences Inc. | 2.18% | 336,171 | $56.7M | Reduce -48.5% |
| ATEC Alphatec Holdings Inc. | 2.17% | 6,531,439 | $56.5M | Add +200.6% |
| GENB Generate Biomedicines Inc. | 2.13% | 3,283,844 | $55.4M | Reduce -8.6% |
| MRVI Maravai Lifesciences Hldgs-A | 2.09% | 8,702,921 | $54.3M | Reduce -15.0% |
| KRYS Krystal Biotech Inc. | 1.84% | 128,975 | $47.9M | Reduce -29.3% |
| HUM Humana Inc. | 1.75% | 114,500 | $45.5M | New |
| TMO Thermo Fisher Scientific Inc. | 1.72% | 89,395 | $44.8M | Reduce -3.8% |
| KYMR Kymera Therapeutics Inc. | 1.67% | 378,163 | $43.4M | Add +12.0% |
| RYTM Rhythm Pharmaceuticals Inc. | 1.63% | 381,128 | $42.3M | Add +22.7% |
| DMRA Damora Therapeutics Inc. | 1.62% | 1,620,377 | $42.1M | Add +81.1% |
| ACAD Acadia Pharmaceuticals Inc. | 1.60% | 1,646,399 | $41.7M | Reduce -33.4% |
| BTSG Brightspring Health Services | 1.60% | 596,753 | $41.6M | Reduce -41.3% |
| TMDX Transmedics Group Inc. | 1.56% | 609,715 | $40.5M | Add +85.1% |
| MBX MBX Biosciences Inc. | 1.51% | 710,880 | $39.2M | Reduce -52.4% |
| CLYM Climb Bio Inc. | 1.40% | 2,797,375 | $36.5M | Add +82.9% |
| CDNA Caredx Inc. | 1.34% | 1,220,602 | $34.8M | Reduce -43.8% |
| MAZE Maze Therapeutics Inc. | 1.31% | 1,140,040 | $34.0M | New |
| DRUG Bright Minds Biosciences Inc. | 1.30% | 483,822 | $34.0M | Reduce -10.3% |
| ACHC Acadia Healthcare Co. Inc. | 1.29% | 1,141,477 | $33.7M | Add +76.7% |
| NKTR Nektar Therapeutics | 1.27% | 473,617 | $33.1M | Add +112.7% |
| CRVS Corvus Pharmaceuticals Inc. | 1.22% | 2,126,298 | $31.8M | Add +21.3% |
| NRIX Nurix Therapeutics Inc. | 1.20% | 1,286,769 | $31.2M | Reduce -26.5% |
| INSP Inspire Medical Systems Inc. | 1.16% | 677,570 | $30.2M | No change |
| AVTX Avalo Therapeutics Inc. | 1.16% | 1,629,182 | $30.1M | New |
| ALMR Alamar Biosciences Inc. | 1.13% | 1,083,983 | $29.4M | New |
| DHR Danaher Corp. | 1.10% | 150,627 | $28.7M | Add +8.1% |
| ISRG Intuitive Surgical Inc. | 1.07% | 70,137 | $27.9M | Reduce -9.3% |
| ORKA Oruka Therapeutics Inc. | 1.02% | 278,164 | $26.5M | New |
| AVLN Avalyn Pharma Inc. | 1.01% | 801,395 | $26.4M | New |
| AVAH Aveanna Healthcare Holdings | 1.01% | 3,065,106 | $26.3M | Add +39.1% |
| BIOA Bioage Labs Inc. | 0.97% | 1,033,129 | $25.3M | Reduce -13.9% |
| BSX Boston Scientific Corp. | 0.96% | 587,567 | $25.1M | Add +69.6% |
| VERA Vera Therapeutics Inc. | 0.93% | 564,724 | $24.2M | Add +7.8% |
| RGEN Repligen Corp. | 0.93% | 177,100 | $24.2M | Add +272.8% |
| ZURA Zura Bio Ltd. | 0.90% | 3,980,295 | $23.5M | Reduce -0.2% |
| GH Guardant Health Inc. | 0.85% | 147,850 | $22.2M | Reduce -70.4% |
| EOLS Evolus Inc. | 0.84% | 3,155,209 | $21.9M | Add +1.6% |
| NTRA Natera Inc. | 0.83% | 79,500 | $21.6M | Reduce -38.4% |
| KIDS Orthopediatrics Corp. | 0.81% | 1,100,370 | $21.1M | No change |
| ELV Elevance Health Inc. | 0.80% | 53,960 | $20.9M | Reduce -13.1% |
| TECX Tectonic Therapeutic Inc. | 0.79% | 596,900 | $20.5M | Reduce -29.5% |
| DYN Dyne Therapeutics Inc. | 0.79% | 921,598 | $20.5M | Reduce -45.2% |
| IMCR Immunocore Holdings PLC-ADR | 0.64% | 521,327 | $16.6M | New |
| ARGX Argenx SE - ADR | 0.63% | 17,707 | $16.4M | Reduce -79.2% |
| CLDX Celldex Therapeutics Inc. | 0.62% | 436,646 | $16.2M | Reduce -67.8% |
| OVID Ovid Therapeutics Inc. | 0.61% | 5,919,464 | $15.9M | New |
| MNKD Mannkind Corp. | 0.57% | 3,458,429 | $14.7M | New |
| QURE Uniqure NV | 0.53% | 301,652 | $13.9M | New |
| XFOR X4 Pharmaceuticals Inc. | 0.52% | 2,922,754 | $13.6M | Reduce -10.7% |
| ORIC Oric Pharmaceuticals Inc. | 0.51% | 1,214,540 | $13.2M | Add +7.7% |
| KNSA Kiniksa Pharmaceuticals Inte | 0.45% | 183,822 | $11.8M | Reduce -32.5% |
| OCS Oculis Holding AG | 0.44% | 834,183 | $11.6M | New |
| ACRS Aclaris Therapeutics Inc. | 0.44% | 2,142,348 | $11.3M | Add +26.1% |
| SPTX Seaport Therapeutics Inc. | 0.42% | 500,000 | $10.9M | New |
| VOR Vor Biopharma Inc. | 0.41% | 573,104 | $10.6M | Add +22.8% |
| SRZN Surrozen Inc. | 0.39% | 390,753 | $10.1M | Reduce -1.4% |
| IMUX Immunic Inc. | 0.38% | 645,010 | $9.9M | New |
| HLXC Helix Acquisition Corp. Class A | 0.37% | 900,000 | $9.5M | No change |
| IONS Ionis Pharmaceuticals Inc. | 0.36% | 116,762 | $9.3M | Reduce -10.8% |
| DGX Quest Diagnostics Inc. | 0.35% | 43,200 | $9.2M | New |
| ANL Adlai Nortye Group Ltd. | 0.35% | 795,214 | $9.1M | New |
| TENX Tenax Therapeutics Inc. | 0.33% | 584,412 | $8.5M | New |
| KARD Kardigan Inc. | 0.27% | 300,000 | $7.2M | New |
| AMAN Amanat Acquisition Corp. Class A | 0.27% | 700,000 | $7.1M | New |
| COAG Hemab Therapeutics Holdings | 0.23% | 160,000 | $5.9M | New |
| GHRS GH Research PLC | 0.21% | 207,240 | $5.6M | New |
| WAT Waters Corp. | 0.20% | 14,040 | $5.3M | New |
| RACC Research Alliance Corp. Class A | 0.16% | 400,000 | $4.3M | New |
| JATT Jatt II Acquisition Corp. | 0.11% | 250,000 | $2.8M | New |
| LUNG Pulmonx Corp. | 0.04% | 752,541 | $978K | No change |
| VYNE THERAPEUTICS INC | 0.02% | 916,077 | $596K | No change |
| CYCLERION THERAPEUTICS INC | 0.02% | 156,890 | $532K | New |
Other holdings (3): bonds, preferreds, convertibles and warrants · $99.5M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ALPHATEC HOLDINGS INC (ATEC 0.75 03/15/30) | NOTE 0.750% 3/1 · principal | 69,121,000 | $66.2M | Add +12.2% |
| NEOGENOMICS INC (NEO 0.25 01/15/28) | NOTE 0.250% 1/1 · principal | 18,011,000 | $16.9M | Reduce -82.1% |
| REPLIGEN CORP (RGEN 1 12/15/28) | NOTE 1.000%12/1 · principal | 16,000,000 | $16.4M | Reduce -84.2% |
Total filed on the 13F, all lines: $2.7B.
Portfolio Sells Q1 2026 → Q2 2026
| CNTA Centessa Pharmaceuticals Ltd. | Sold out | 0.00% | −3.01 |
| NUVL Nuvalent Inc. Class A | Sold out | 0.00% | −2.73 |
| CGON CG Oncology Inc. | Sold out | 0.00% | −2.54 |
| ARGX Argenx SE - ADR | Reduce -79.2% | 0.63% | −1.73 |
| APGE Apogee Therapeutics Inc. | Sold out | 0.00% | −1.53 |
| PEN Penumbra Inc. | Sold out | 0.00% | −1.32 |
| SLNO Soleno Therapeutics Inc. | Sold out | 0.00% | −1.22 |
| NBIX Neurocrine Biosciences Inc. | Reduce -48.5% | 2.18% | −1.10 |
| ILMN Illumina Inc. | Sold out | 0.00% | −1.08 |
| BMRN Biomarin Pharmaceutical Inc. | Sold out | 0.00% | −1.07 |
| CLDX Celldex Therapeutics Inc. | Reduce -67.8% | 0.62% | −1.01 |
| ESTA Establishment Labs Holdings | Sold out | 0.00% | −1.00 |
| FULC Fulcrum Therapeutics Inc. | Sold out | 0.00% | −0.92 |
| GH Guardant Health Inc. | Reduce -70.4% | 0.85% | −0.91 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.80 |
| TARS Tarsus Pharmaceuticals Inc. | Sold out | 0.00% | −0.71 |
| DNTH Dianthus Therapeutics Inc. | Reduce -33.9% | 2.23% | −0.65 |
| ENGN Engene Holdings Inc. | Sold out | 0.00% | −0.64 |
| ACAD Acadia Pharmaceuticals Inc. | Reduce -33.4% | 1.60% | −0.50 |
| TGTX TG Therapeutics Inc. | Sold out | 0.00% | −0.45 |
| CNC Centene Corp. | Sold out | 0.00% | −0.41 |
| CMPX Compass Therapeutics Inc. | Sold out | 0.00% | −0.40 |
| DYN Dyne Therapeutics Inc. | Reduce -45.2% | 0.79% | −0.38 |
| XENE Xenon Pharmaceuticals Inc. | Reduce -15.5% | 2.62% | −0.34 |
| RVMD Revolution Medicines Inc. | Sold out | 0.00% | −0.31 |
| ISRG Intuitive Surgical Inc. | Reduce -9.3% | 1.07% | −0.29 |
| GRAL Grail Inc. | Sold out | 0.00% | −0.28 |
| DNLI Denali Therapeutics Inc. | Sold out | 0.00% | −0.22 |
| HROW Harrow Inc. | Sold out | 0.00% | −0.21 |
| TECX Tectonic Therapeutic Inc. | Reduce -29.5% | 0.79% | −0.21 |
| DRUG Bright Minds Biosciences Inc. | Reduce -10.3% | 1.30% | −0.20 |
| MBX MBX Biosciences Inc. | Reduce -52.4% | 1.51% | −0.19 |
| RVTY Revvity Inc. | Sold out | 0.00% | −0.16 |
| NTRA Natera Inc. | Reduce -38.4% | 0.83% | −0.15 |
| CELC Celcuity Inc. | Sold out | 0.00% | −0.13 |
| PRAX Praxis Precision Medicines I | Sold out | 0.00% | −0.12 |
| CDNA Caredx Inc. | Reduce -43.8% | 1.34% | −0.10 |
| BTSG Brightspring Health Services | Reduce -41.3% | 1.60% | −0.05 |
| SRZN Surrozen Inc. | Reduce -1.4% | 0.39% | −0.05 |
| KNSA Kiniksa Pharmaceuticals Inte | Reduce -32.5% | 0.45% | −0.05 |
| IONS Ionis Pharmaceuticals Inc. | Reduce -10.8% | 0.36% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.8% | 1.72% | −0.02 |
| ZURA Zura Bio Ltd. | Reduce -0.2% | 0.90% | −0.00 |
| XFOR X4 Pharmaceuticals Inc. | Reduce -10.7% | 0.52% | +0.01 |
| KOD Kodiak Sciences Inc. | Reduce -1.7% | 2.67% | +0.03 |
| KRYS Krystal Biotech Inc. | Reduce -29.3% | 1.84% | +0.05 |
| GKOS Glaukos Corp. | Reduce -22.5% | 3.18% | +0.05 |
| ELV Elevance Health Inc. | Reduce -13.1% | 0.80% | +0.11 |
| NRIX Nurix Therapeutics Inc. | Reduce -26.5% | 1.20% | +0.17 |
| BIOA Bioage Labs Inc. | Reduce -13.9% | 0.97% | +0.17 |
Portfolio Buys Q1 2026 → Q2 2026
| HUM Humana Inc. | New | 1.75% | +1.75 |
| MAZE Maze Therapeutics Inc. | New | 1.31% | +1.31 |
| ATEC Alphatec Holdings Inc. | Add +200.6% | 2.17% | +1.27 |
| AVTX Avalo Therapeutics Inc. | New | 1.16% | +1.16 |
| ALMR Alamar Biosciences Inc. | New | 1.13% | +1.13 |
| ORKA Oruka Therapeutics Inc. | New | 1.02% | +1.02 |
| AVLN Avalyn Pharma Inc. | New | 1.01% | +1.01 |
| CLYM Climb Bio Inc. | Add +82.9% | 1.40% | +1.00 |
| DMRA Damora Therapeutics Inc. | Add +81.1% | 1.62% | +0.74 |
| ACHC Acadia Healthcare Co. Inc. | Add +76.7% | 1.29% | +0.72 |
| RGEN Repligen Corp. | Add +272.8% | 0.93% | +0.71 |
| NKTR Nektar Therapeutics | Add +112.7% | 1.27% | +0.66 |
| IMCR Immunocore Holdings PLC-ADR | New | 0.64% | +0.64 |
| OVID Ovid Therapeutics Inc. | New | 0.61% | +0.61 |
| RYTM Rhythm Pharmaceuticals Inc. | Add +22.7% | 1.63% | +0.60 |
| KYMR Kymera Therapeutics Inc. | Add +12.0% | 1.67% | +0.59 |
| MNKD Mannkind Corp. | New | 0.57% | +0.57 |
| QURE Uniqure NV | New | 0.53% | +0.53 |
| AVAH Aveanna Healthcare Holdings | Add +39.1% | 1.01% | +0.47 |
| OCS Oculis Holding AG | New | 0.44% | +0.44 |
| SPTX Seaport Therapeutics Inc. | New | 0.42% | +0.42 |
| IMUX Immunic Inc. | New | 0.38% | +0.38 |
| EOLS Evolus Inc. | Add +1.6% | 0.84% | +0.35 |
| DGX Quest Diagnostics Inc. | New | 0.35% | +0.35 |
| ANL Adlai Nortye Group Ltd. | New | 0.35% | +0.35 |
| TENX Tenax Therapeutics Inc. | New | 0.33% | +0.33 |
| TMDX Transmedics Group Inc. | Add +85.1% | 1.56% | +0.31 |
| KARD Kardigan Inc. | New | 0.27% | +0.27 |
| AMAN Amanat Acquisition Corp. Class A | New | 0.27% | +0.27 |
| IRTC Irhythm Holdings Inc. | Add +7.2% | 2.99% | +0.25 |
| CRVS Corvus Pharmaceuticals Inc. | Add +21.3% | 1.22% | +0.24 |
| COAG Hemab Therapeutics Holdings | New | 0.23% | +0.23 |
| GHRS GH Research PLC | New | 0.21% | +0.21 |
| WAT Waters Corp. | New | 0.20% | +0.20 |
| CAI Caris Life Sciences Inc. | Add +3.1% | 5.65% | +0.20 |
| ACRS Aclaris Therapeutics Inc. | Add +26.1% | 0.44% | +0.19 |
| RACC Research Alliance Corp. Class A | New | 0.16% | +0.16 |
| BSX Boston Scientific Corp. | Add +69.6% | 0.96% | +0.14 |
| VERA Vera Therapeutics Inc. | Add +7.8% | 0.93% | +0.13 |
| JATT Jatt II Acquisition Corp. | New | 0.11% | +0.11 |
| DHR Danaher Corp. | Add +8.1% | 1.10% | +0.10 |
| VOR Vor Biopharma Inc. | Add +22.8% | 0.41% | +0.09 |
| CYCLERION THERAPEUTICS INC | New | 0.02% | +0.02 |
| ORIC Oric Pharmaceuticals Inc. | Add +7.7% | 0.51% | −0.04 |
Notes & Other Activity Q1 2026 → Q2 2026
| GUARDANT HEALTH INC (GH 1.25 02/15/31) | DEBT 1.250% 2/1 · principal | Sold out | 60,954,000 | $102.6Mbefore exit |
| ALPHATEC HOLDINGS INC (ATEC 0.75 03/15/30) | NOTE 0.750% 3/1 · principal | Add +12.2% | 69,121,000 | $66.2M |
| NEOGENOMICS INC (NEO 0.25 01/15/28) | NOTE 0.250% 1/1 · principal | Reduce -82.1% | 18,011,000 | $16.9M |
| REPLIGEN CORP (RGEN 1 12/15/28) | NOTE 1.000%12/1 · principal | Reduce -84.2% | 16,000,000 | $16.4M |
| ZENAS BIOPHARMA INC (ZBIO 2.5 04/01/32) | NOTE 2.500% 4/0 · principal | Sold out | 13,000,000 | $13.5Mbefore exit |
| ARROWHEAD RESEARCH CORP (ARWR 0 01/15/32) | NOTE 1/1 · principal | Sold out | 2,250,000 | $2.3Mbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 83 | $2.6B | CAI, HNGE, GKOS, EWTX, SYRE |
| Q1 2026 | 82 | $2.6B | CAI, NBIX, GKOS, CNTA, XENE |
| Q4 2025 | 68 | $2.6B | CAI, EWTX, NBIX, GKOS, NUVL |
| Q3 2025 | 64 | $2.5B | CAI, XENE, CGON, NBIX, KRYS |
| Q2 2025 | 45 | $2.1B | CAI, NBIX, XENE, ARGX, KRYS |
| Q1 2025 | 52 | $1.9B | NBIX, LEGN, ARGX, XENE, ALGN |
| Q4 2024 | 59 | $2.2B | NBIX, XENE, LEGN, CGON, GH |
| Q3 2024 | 65 | $2.3B | CGON, XENE, NBIX, APGE, APLS |
| Q2 2024 | 58 | $2.0B | NBIX, CGON, XENE, APGE, GH |
| Q1 2024 | 51 | $1.8B | APGE, NBIX, ARGX, PCVX, LEGN |