The Analysis of BRAIDWELL LP's Holdings
Currently, BRAIDWELL LP holds 73 types of securities in its portfolio with a total value $3.1B. In the most recent quarter, they have increased their positions in KOD (+2.1M shares, valued at $58.0M), CNTA (+2.2M shares, valued at $54.7M), BTSG (+1.2M shares, valued at $44.8M); decreased their positions in N/A (-114.6M shares, valued at $210.2M), XENE (-1.8M shares, valued at $79.8M), KRYS (-318.3K shares, valued at $78.5M); initiated new positions in KOD (+2.1M shares, valued at $58.0M), CNTA (+2.2M shares, valued at $54.7M), BTSG (+1.2M shares, valued at $44.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CAI CARIS LIFE SCIENCES INC7.8M shares6.83%2025-12-312026-02-17
EWTX EDGEWISE THERAPEUTICS INC5.2M shares0.00%2025-12-312026-02-17 REPLIGEN CORP REPLIGEN CORP101.0M shares0.00%2025-12-312026-02-17 NBIX NEUROCRINE BIOSCIENCES INC751.5K shares-14.63%2025-12-312026-02-17 GKOS GLAUKOS CORP922.0K shares18.18%2025-12-312026-02-17 NUVL NUVALENT INC821.4K shares-18.91%2025-12-312026-02-17 XENE XENON PHARMACEUTICALS INC1.8M shares-49.37%2025-12-312026-02-17 CGON CG ONCOLOGY INC1.9M shares-43.03%2025-12-312026-02-17 HNGE HINGE HEALTH INC1.3M shares43.29%2025-12-312026-02-17 ALGN ALIGN TECHNOLOGY INC381.0K shares-7.00%2025-12-312026-02-17 KOD KODIAK SCIENCES INC2.1M sharesnew addition2025-12-312026-02-17 CNTA CENTESSA PHARMACEUTICALS PLC2.2M sharesnew addition2025-12-312026-02-17 NEO NEOGENOMICS INC4.6M shares161.57%2025-12-312026-02-17 ACAD ACADIA PHARMACEUTICALS INC2.0M shares-14.57%2025-12-312026-02-17 SYRE SPYRE THERAPEUTICS INC1.6M shares-36.60%2025-12-312026-02-17 DNTH DIANTHUS THERAPEUTICS INC1.3M shares52.56%2025-12-312026-02-17 CLDX CELLDEX THERAPEUTICS INC NEW1.9M shares214.03%2025-12-312026-02-17 INSP INSPIRE MED SYS INC540.9K shares-38.80%2025-12-312026-02-17 KRYS KRYSTAL BIOTECH INC202.1K shares-61.16%2025-12-312026-02-17 ISRG INTUITIVE SURGICAL INC83.4K shares-35.94%2025-12-312026-02-17 TMO THERMO FISHER SCIENTIFIC INC80.7K shares-29.15%2025-12-312026-02-17 BTSG BRIGHTSPRING HEALTH SVCS INC1.2M sharesnew addition2025-12-312026-02-17 CVS CVS HEALTH CORP564.2K shares28.64%2025-12-312026-02-17 APGE APOGEE THERAPEUTICS INC575.1K shares-60.03%2025-12-312026-02-17 NRIX NURIX THERAPEUTICS INC2.2M sharesnew addition2025-12-312026-02-17 VERA VERA THERAPEUTICS INC784.7K shares66.00%2025-12-312026-02-17 IRTC IRHYTHM TECHNOLOGIES INC217.3K shares-3.76%2025-12-312026-02-17 TMDX TRANSMEDICS GROUP INC315.3K shares-10.22%2025-12-312026-02-17 BMRN BIOMARIN PHARMACEUTICAL INC601.5K shares13.92%2025-12-312026-02-17 ILMN ILLUMINA INC269.7K sharesnew addition2025-12-312026-02-17 KYMR KYMERA THERAPEUTICS INC454.3K shares64.17%2025-12-312026-02-17 FULC FULCRUM THERAPEUTICS INC3.1M shares1294.71%2025-12-312026-02-17 PEN PENUMBRA INC110.2K shares-22.17%2025-12-312026-02-17 MBX MBX BIOSCIENCES INC1.0M sharesnew addition2025-12-312026-02-17 CDNA CAREDX INC1.6M shares-27.38%2025-12-312026-02-17 DYN DYNE THERAPEUTICS INC1.5M shares-45.86%2025-12-312026-02-17 LEGN LEGEND BIOTECH CORP1.3M shares-28.91%2025-12-312026-02-17 MRVI MARAVAI LIFESCIENCES HLDGS I8.4M shares0.00%2025-12-312026-02-17 DHR DANAHER CORPORATION118.2K shares-61.78%2025-12-312026-02-17 ARGX ARGENX SE31.0K shares-59.25%2025-12-312026-02-17 NTRA NATERA INC111.5K sharesnew addition2025-12-312026-02-17 TERN TERNS PHARMACEUTICALS INC575.3K sharesnew addition2025-12-312026-02-17 EOLS EVOLUS INC3.1M sharesnew addition2025-12-312026-02-17 BIIB BIOGEN INC115.7K sharesnew addition2025-12-312026-02-17 KIDS ORTHOPEDIATRICS CORP1.1M shares-0.67%2025-12-312026-02-17 TECX TECTONIC THERAPEUTIC INC927.5K shares25.87%2025-12-312026-02-17 VTYX VENTYX BIOSCIENCES INC1.9M sharesnew addition2025-12-312026-02-17 ZURA ZURA BIO LTD3.2M shares28.61%2025-12-312026-02-17 CMPX COMPASS THERAPEUTICS INC2.8M sharesnew addition2025-12-312026-02-17 GLUE MONTE ROSA THERAPEUTICS INC948.3K sharesnew addition2025-12-312026-02-17 HROW HARROW INC295.3K shares-13.76%2025-12-312026-02-17 XFOR X4 PHARMACEUTICALS INC3.4M sharesnew addition2025-12-312026-02-17 RGEN REPLIGEN CORP81.8K shares-58.20%2025-12-312026-02-17 ICLR ICON PLC73.4K sharesnew addition2025-12-312026-02-17 GRAL GRAIL INC142.8K sharesnew addition2025-12-312026-02-17 SURROZEN INC SURROZEN INC470.0K shares235.71%2025-12-312026-02-17 RLMD RELMADA THERAPEUTICS INC1.6M sharesnew addition2025-12-312026-02-17 XNCR XENCOR INC459.2K shares-63.16%2025-12-312026-02-17 CSTL CASTLE BIOSCIENCES INC177.2K shares-78.46%2025-12-312026-02-17 ADPT ADAPTIVE BIOTECHNOLOGIES COR312.0K shares-57.61%2025-12-312026-02-17 ORKA ORUKA THERAPEUTICS INC84.8K shares-93.87%2025-12-312026-02-17 KPTI KARYOPHARM THERAPEUTICS INC303.4K sharesnew addition2025-12-312026-02-17 LUNG PULMONX CORP752.5K shares0.00%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available