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Size ($ in 1000's)
At 12/31/2023: $2,717,775
At 09/30/2023: $3,209,196
Braidwell LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Braidwell LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Braidwell LP top holdings by largest position size, as per the latest 13f filing made by Braidwell LP.
In the Braidwell LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Braidwell LP in that top holding, then the share count change between reporting periods, and finally the Braidwell LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
 GUARDANT HEALTH INC |
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$209,647 | | NOTE 11 1 | 268,252,000 | UNCH | $189,118 | | GH | 758,928 | +69,928 | $20,529 | | BRIDGEBIO PHARMA INC |
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$195,734 | | NOTE 2 | 114,338,000 | UNCH | $138,406 | | NOTE 2 | 67,294,000 | UNCH | $57,328 | | ASCENDIS PHARMA A S |
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$130,387 | | NOTE 2 | 126,897,000 | +126,897,000 | $130,387 | | EXACT SCIENCES CORP |
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$123,140 | | NOTE 0 | 131,000,000 | UNCH | $123,140 | | NOVOCURE LTD |
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$117,917 | | NOTE 11 0 | 135,834,000 | +135,834,000 | $117,917 | | NEUROCRINE BIOSCIENCES INC |
715,209 |
-252,815 |
$94,236 | | NBIX | 715,209 | -252,815 | $94,236 | | VAXCYTE INC |
1,289,965 |
-329,588 |
$81,010 | | PCVX | 1,289,965 | -329,588 | $81,010 | | XENON PHARMACEUTICALS INC |
1,647,311 |
-456,085 |
$75,875 | | XENE | 1,647,311 | -456,085 | $75,875 | | NUVASIVE INC |
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$74,289 | | NOTE 0 | 80,530,000 | +19,190,000 | $74,289 | | INSULET CORP |
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$72,702 | | NOTE 0 | 63,000,000 | +8,500,000 | $72,702 | | TANDEM DIABETES CARE INC |
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$67,179 | | NOTE 1 | 71,051,000 | +71,051,000 | $67,179 | | DAY ONE BIOPHARMACEUTICALS I |
4,215,573 |
+500,000 |
$61,547 | | DAWN | 4,215,573 | +500,000 | $61,547 | | IRHYTHM TECHNOLOGIES INC |
568,157 |
UNCH |
$60,816 | | IRTC | 568,157 | UNCH | $60,816 | | NEOGENOMICS INC |
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$59,575 | | NOTE 0 | 65,601,000 | +3,000,000 | $50,200 | | NOTE 1 | 10,000,000 | -18,000,000 | $9,375 | | TRAVERE THERAPEUTICS INC |
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$58,820 | | NOTE 2 | 56,031,000 | UNCH | $47,699 | | NOTE 2 | 16,850,000 | -11,500,000 | $11,121 | | ARGENX SE |
153,204 |
+153,204 |
$58,283 | | ARGX | 153,204 | +153,204 | $58,283 | | IRONWOOD PHARMACEUTICALS INC |
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$56,350 | | NOTE 0 | 37,509,000 | +37,509,000 | $39,478 | | NOTE 1 | 15,500,000 | +15,500,000 | $16,872 | | INSMED INC |
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$56,123 | | NOTE 1 | 52,388,000 | +12,425,000 | $56,123 | | PENUMBRA INC |
222,792 |
+127,477 |
$56,041 | | PEN | 222,792 | +127,477 | $56,041 | | SAREPTA THERAPEUTICS INC |
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$51,522 | | NOTE 1 | 50,666,000 | +6,500,000 | $51,522 | | DEXCOM INC |
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$47,205 | | NOTE 0 | 45,000,000 | +7,500,000 | $47,205 | | KEROS THERAPEUTICS INC |
1,118,961 |
-238,348 |
$44,490 | | KROS | 1,118,961 | -238,348 | $44,490 | | PARAGON 28 INC |
3,361,824 |
UNCH |
$41,787 | | FNA | 3,361,824 | UNCH | $41,787 | | IMMUNOCORE HLDGS PLC |
611,365 |
-295,608 |
$41,768 | | IMCR | 611,365 | -295,608 | $41,768 | | THERMO FISHER SCIENTIFIC INC |
75,749 |
UNCH |
$40,207 | | TMO | 75,749 | UNCH | $40,207 | | ALIGN TECHNOLOGY INC |
146,313 |
+21,100 |
$40,090 | | ALGN | 146,313 | +21,100 | $40,090 | | NEVRO CORP |
1,776,368 |
-109,251,000 |
$38,227 | | NVRO | 1,776,368 | UNCH | $38,227 | | INSPIRE MED SYS INC |
184,658 |
+84,358 |
$37,565 | | INSP | 184,658 | +84,358 | $37,565 | | ORTHOPEDIATRICS CORP |
1,107,770 |
+50,000 |
$36,014 | | KIDS | 1,107,770 | +50,000 | $36,014 | | BIOCRYST PHARMACEUTICALS INC |
5,718,477 |
+355,497 |
$34,254 | | BCRX | 5,718,477 | +355,497 | $34,254 | | LEGEND BIOTECH CORP |
562,600 |
-316,964 |
$33,852 | | LEGN | 562,600 | -316,964 | $33,852 | | MARAVAI LIFESCIENCES HLDGS I |
5,040,635 |
+1,065,778 |
$33,016 | | MRVI | 5,040,635 | +1,065,778 | $33,016 | | KARYOPHARM THERAPEUTICS INC |
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$32,988 | | NOTE 3 | 65,976,000 | +65,976,000 | $32,988 | | LANTHEUS HLDGS INC |
495,100 |
+206,800 |
$30,696 | | LNTH | 495,100 | +206,800 | $30,696 | | ALPHATEC HLDGS INC |
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$28,368 | | NOTE 0 | 26,750,000 | +26,750,000 | $28,368 | | ALECTOR INC |
3,324,308 |
-749,812 |
$26,528 | | ALEC | 3,324,308 | -749,812 | $26,528 | | KRYSTAL BIOTECH INC |
196,200 |
+118,703 |
$24,341 | | KRYS | 196,200 | +118,703 | $24,341 | | TOURMALINE BIO INC |
906,820 |
+906,820 |
$23,741 | | TRML | 906,820 | +906,820 | $23,741 | | GLAUKOS CORP |
242,760 |
-453,032 |
$19,297 | | GKOS | 242,760 | -453,032 | $19,297 | | APOGEE THERAPEUTICS INC |
681,101 |
+189,988 |
$19,030 | | APGE | 681,101 | +189,988 | $19,030 | | DECIPHERA PHARMACEUTICALS IN |
1,169,490 |
-2,166,731 |
$18,864 | | DCPH | 1,169,490 | -2,166,731 | $18,864 | | REPLIGEN CORP |
102,698 |
-15,702 |
$18,465 | | RGEN | 102,698 | -15,702 | $18,465 | | MINERALYS THERAPEUTICS INC |
2,023,900 |
UNCH |
$17,406 | | MLYS | 2,023,900 | UNCH | $17,406 | | HARROW INC |
1,498,584 |
-310,100 |
$16,784 | | HROW | 1,498,584 | -310,100 | $16,784 | | AMGEN INC |
58,200 |
+22,000 |
$16,763 | | AMGN | 58,200 | +22,000 | $16,763 | | TERNS PHARMACEUTICALS INC |
2,318,050 |
-522,002 |
$15,044 | | TERN | 2,318,050 | -522,002 | $15,044 | | CUTERA INC |
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$14,917 | | NOTE 2 | 31,900,000 | +31,900,000 | $8,374 | | NOTE 4 | 29,000,000 | +29,000,000 | $6,543 | | INVITAE CORP |
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$14,851 | | NOTE 2 | 16,781,000 | +16,781,000 | $14,851 | | THIRD HARMONIC BIO INC |
1,316,018 |
-337,973 |
$14,437 | | THRD | 1,316,018 | -337,973 | $14,437 | | OUTSET MED INC |
2,400,427 |
UNCH |
$12,986 | | OM | 2,400,427 | UNCH | $12,986 |
See Full List: All Stocks Held By Braidwell LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Braidwell LP
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