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CIK: 0001920938
Total reported value
$2.7B
$2.7B
75 檔
25.7%
During the Q2 2024 filing period, Braidwell LP (CIK: 0001920938) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.7B across 75 reported positions.
During Q2 2024, Braidwell LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including GH 0 11-15-27, BBIO 2.5 03-15-27, NVCR 0 11-01-25) accounted for 25.7% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GH 0 11-15-27Bond | Guardant Health Inc | Bond | 6.53% | — | — | |
| 2 | BBIO 2.5 03-15-27Bond | Bridgebio Pharma Inc | Bond | 4.48% | — | +3.68% | |
| 3 | NVCR 0 11-01-25Bond | Novocure LTD | Bond | 4.07% | — | +3.68% | |
| 4 | GMED 0.375 03-15-25Bond | Nuvasive Inc | Bond | 3.45% | — | — | |
| 5 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 3.28% | -0.77% | +3.94% | |
| 6 | CGON | Cg Oncology Inc | Stock-Other | 3.28% | -2.22% | EXIT | |
| 7 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 3.13% | -0.07% | +95.76% | |
| 8 | APGE | Apogee Therapeutics Inc | Stock-Other | 2.95% | -1.34% | EXIT | |
| 9 | NEO 0.25 01-15-28Bond | Neogenomics Inc | Bond | 2.85% | -2.44% | +12.36% | |
| 10 | IRWD 1.5 06-15-26Bond | Ironwood Pharmaceuticals | Bond | 2.66% | — | +70.16% | |
| 11 | DXCM 0.375 05-15-28Bond | Dexcom Inc | Bond | 2.55% | — | — | |
| 12 | GH | Guardant Health Inc | Stock-Healthcare | 2.54% | -0.72% | +13.37% | |
| 13 | PODD 0.375 09-01-26Bond | Insulet Corporation | Bond | 2.33% | — | +3.03% | |
| 14 | LEGN | Legend Biotech Corp-adr | Stock-Other | 2.32% | — | +34.24% | |
| 15 | DXCM 0.25 11-15-25Bond | Dexcom Inc | Bond | 2.31% | — | +13.08% | |
| 16 | ARGX | Argenx Se - Adr | Stock-Healthcare | 2.25% | -1.46% | -24.06% | |
| 17 | ALGN | Align Technology Inc | Stock-Healthcare | 2.08% | — | +62.60% | |
| 18 | MRVI | Maravai Lifesciences Hldgs-a | Stock-Other | 2.03% | +1.04% | +24.95% | |
| 19 | PCVX | Vaxcyte Inc | Stock-Other | 1.91% | — | -33.35% | |
| 20 | SYRE | Spyre Therapeutics Inc | Stock-Other | 1.85% | +1.32% | +388.26% | |
| 21 | GKOS | Glaukos CORP | Stock-Healthcare | 1.84% | +0.32% | +10.18% | |
| 22 | VKTX | Viking Therapeutics Inc | Stock-Healthcare | 1.84% | — | +55.22% | |
| 23 | IRTC | Irhythm Holdings Inc | Stock-Healthcare | 1.78% | +0.48% | +8.92% | |
| 24 | ATEC 0.75 08-01-26Bond | Alphatec Holdings Inc | Bond | 1.77% | — | +79.49% | |
| 25 | SRPT 1.25 09-15-27Bond | Sarepta Therapeutics Inc | Bond | 1.74% | — | -15.00% | |
| 26 | BBIO 2.25 02-01-29Bond | Bridgebio Pharma Inc | Bond | 1.64% | — | -2.53% | |
| 27 | INSP | Inspire Medical Systems Inc | Stock-Healthcare | 1.59% | -0.05% | +273.86% | |
| 28 | TVTX 2.5 09-15-25Bond | Travere Therapeutics Inc | Bond | 1.53% | — | — | |
| 29 | EXK | Exact Sciences CORP | Stock-Materials | 1.51% | — | — | |
| 30 | KROS | Keros Therapeutics Inc | Stock-Other | 1.41% | — | +33.20% | |
| 31 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.40% | -0.16% | — | |
| 32 | DAWNGBX | Day One Biopharmaceuticals I | Stock-Other | 1.31% | — | +39.66% | |
| 33 | RGEN | Repligen CORP | Stock-Healthcare | 1.28% | +0.70% | +126.49% | |
| 34 | ✓ | Avadel Pharmaceuticals PLC ADR | Stock-Other | 1.28% | — | — | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.22% | +0.14% | +49.42% | |
| 36 | KNSA | Kiniksa Pharmaceuticals International, plc | Stock-Other | 1.21% | -0.01% | — | |
| 37 | PEN | Penumbra Inc | Stock-Healthcare | 1.20% | -1.15% | EXIT | |
| 38 | KIDS | Orthopediatrics CORP | Stock-Other | 1.00% | +0.20% | — | |
| 39 | IRWD | Ironwood Pharmaceuticals Inc | Stock-Other | 0.91% | — | +27.18% | |
| 40 | TMDX | Transmedics Group Inc | Stock-Healthcare | 0.90% | +0.41% | -69.09% | |
| 41 | FNAUSD | Paragon 28 Inc | Stock-Other | 0.89% | — | +23.31% | |
| 42 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 0.85% | +0.61% | NEW | |
| 43 | AKRO | Akero Therapeutics Inc | Stock-Other | 0.80% | — | — | |
| 44 | APLSUSD | Apellis Pharmaceuticals Inc | Stock-Other | 0.74% | — | — | |
| 45 | ATEC | Alphatec Holdings Inc | Stock-Other | 0.72% | +1.30% | — | |
| 46 | LXEO | Lexeo Therapeutics Inc | Stock-Other | 0.70% | — | +4.55% | |
| 47 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 0.62% | +0.20% | -39.48% | |
| 48 | RLAY | Relay Therapeutics Inc | Stock-Other | 0.61% | — | -19.69% | |
| 49 | NVROEUR | Nevro CORP | Stock-Other | 0.45% | — | -4.37% | |
| 50 | LXRX | Lexicon Pharmaceuticals Inc | Stock-Other | 0.44% | — | — |
According to official SEC Form 13F filings, Braidwell LP reported a total U.S. public equity portfolio value of $2.7B across 75 disclosed positions in Q2 2024.
During Q2 2024, Braidwell LP's top holdings by market value included GH 0 11-15-27 (6.5%)、BBIO 2.5 03-15-27 (4.5%)、NVCR 0 11-01-25 (4.1%). The largest single position, GH 0 11-15-27, represented 6.5% of total portfolio value.
In Q2 2024, Braidwell LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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