Braidwell Lp Top Holdings and 13F Report (2024) About Braidwell LpInvestment ActivityBraidwell Lp has $3.53 billion in total holdings as of September 30, 2024.Braidwell Lp owns shares of 81 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 19.84% of the portfolio was purchased this quarter.About 15.62% of the portfolio was sold this quarter.This quarter, Braidwell Lp has purchased 75 new stocks and bought additional shares in 26 stocks.Braidwell Lp sold shares of 24 stocks and completely divested from 10 stocks this quarter.Largest Holdings GUARDANT HEALTH INC $215,984,055BRIDGEBIO PHARMA INC $145,613,126NOVOCURE LTD $133,257,156CG ONCOLOGY INC $119,637,114NUVASIVE INC $111,855,357 Largest New Holdings this Quarter Edgewise Therapeutics $52,267,294 HoldingBICARA THERAPEUTICS INC $42,219,072 HoldingMadrigal Pharmaceuticals $39,009,856 HoldingDexCom $29,570,405 HoldingBioNTech $29,425,268 Holding Largest Purchases this Quarter Apellis Pharmaceuticals 2,513,383 shares (about $72.49M)Edgewise Therapeutics 1,958,310 shares (about $52.27M)BICARA THERAPEUTICS INC 1,657,600 shares (about $42.22M)Madrigal Pharmaceuticals 183,818 shares (about $39.01M)Sarepta Therapeutics 288,500 shares (about $36.03M) Largest Sales this Quarter Vaxcyte 510,735 shares (about $58.36M)Exact Sciences 855,500 shares (about $58.28M)APOGEE THERAPEUTICS INC 748,816 shares (about $43.99M)argenx 70,200 shares (about $38.05M)Inspire Medical Systems 140,532 shares (about $29.66M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBraidwell Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGUARDANT HEALTH INC$215,984,0550.0%268,252,0006.1%NOTE11/1BRIDGEBIO PHARMA INC$145,613,1260.0%140,838,0004.1%NOTE 2.500% 3/1NOVOCURE LTD$133,257,1560.0%140,834,0003.8%NOTE11/0CG ONCOLOGY INC$119,637,114$5,230,585 ▼-4.2%3,170,8753.4%COMNUVASIVE INC$111,855,3570.0%114,206,0003.2%NOTE 0.375% 3/1XENEXenon Pharmaceuticals$106,584,629$5,774,870 ▲5.7%2,707,2553.0%MedicalNBIXNeurocrine Biosciences$105,734,398$18,281,381 ▲20.9%917,6743.0%MedicalNEOGENOMICS INC$96,887,1830.0%116,381,0002.7%NOTE 0.250% 1/1APOGEE THERAPEUTICS INC$96,523,095$43,985,452 ▼-31.3%1,643,2262.7%COMAPLSApellis Pharmaceuticals$90,130,278$72,485,966 ▲410.8%3,125,1832.6%MedicalIRONWOOD PHARMACEUTICALS INC$82,465,204$2,667,626 ▲3.3%92,740,0002.3%NOTE 1.500% 6/1DEXCOM INC$82,271,250$8,875,000 ▲12.1%92,700,0002.3%NOTE 0.375% 5/1ALGNAlign Technology$79,266,203$9,275,559 ▲13.3%311,6792.2%MedicalGHGuardant Health$76,668,325$12,253,539 ▲19.0%3,342,1242.2%MedicalINSULET CORP$76,384,550$5,028,450 ▼-6.2%63,800,0002.2%NOTE 0.375% 9/0LEGNLegend Biotech$75,119,780$6,245,675 ▼-7.7%1,541,5512.1%MedicalVKTXViking Therapeutics$73,248,214$3,170,058 ▲4.5%1,156,9772.1%MedicalKINIKSA PHARMACEUTICALS INTL$72,333,880$20,896,888 ▲40.6%2,894,5132.1%ORD SHS CL APENPenumbra$70,229,075$28,919,935 ▲70.0%361,4282.0%MedicalDEXCOM INC$70,137,3750.0%73,500,0002.0%NOTE 0.250%11/1MRVIMaravai LifeSciences$69,415,815$5,573,933 ▼-7.4%8,353,2872.0%MedicalDAWNDay One Biopharmaceuticals$67,892,772$25,602,629 ▲60.5%4,873,8531.9%MedicalSPYRE THERAPEUTICS INC$64,403,077$9,549,486 ▼-12.9%2,189,8361.8%COM NEWRGENRepligen$59,048,948$10,904,339 ▲22.6%396,7811.7%MedicalIRTCiRhythm Technologies$58,097,032$19,020,288 ▲48.7%782,5571.6%MedicalTRAVERE THERAPEUTICS INC$53,537,6210.0%56,031,0001.5%NOTE 2.500% 9/1ALPHATEC HLDGS INC$52,510,8200.0%58,217,0001.5%NOTE 0.750% 8/0ARGXargenx$52,432,146$38,054,016 ▼-42.1%96,7241.5%MedicalEWTXEdgewise Therapeutics$52,267,294$52,267,294 ▲New Holding1,958,3101.5%MedicalINSPInspire Medical Systems$50,422,167$29,659,279 ▼-37.0%238,9111.4%MedicalSRPTSarepta Therapeutics$46,259,256$36,030,765 ▲352.3%370,4001.3%MedicalBRIDGEBIO PHARMA INC$45,018,960$10,080,000 ▼-18.3%53,594,0001.3%NOTE 2.250% 2/0ISRGIntuitive Surgical$44,852,951$4,519,684 ▼-9.2%91,3001.3%MedicalAVADEL PHARMACEUTICALS PLC$44,445,935$6,430,285 ▲16.9%3,388,9391.3%COM SHSBICARA THERAPEUTICS INC$42,219,072$42,219,072 ▲New Holding1,657,6001.2%COMKROSKeros Therapeutics$41,069,427$15,967,450 ▼-28.0%707,2401.2%MedicalGKOSGlaukos$40,597,332$24,096,589 ▼-37.2%311,6161.2%MedicalMDGLMadrigal Pharmaceuticals$39,009,856$39,009,856 ▲New Holding183,8181.1%MedicalPCVXVaxcyte$34,003,095$58,361,688 ▼-63.2%297,5681.0%MedicalREPLReplimune Group$33,656,374$22,549,762 ▲203.0%3,070,8371.0%MedicalARVNArvinas$31,636,545$18,897,170 ▲148.3%1,284,4720.9%MedicalKRYSKrystal Biotech$30,706,823$11,197,029 ▲57.4%168,6910.9%MedicalKIDSOrthoPediatrics$30,031,6450.0%1,107,7700.9%MedicalDXCMDexCom$29,570,405$29,570,405 ▲New Holding441,0860.8%MedicalBNTXBioNTech$29,425,268$29,425,268 ▲New Holding247,7500.8%MedicalFNAParagon 28$27,622,528$100,200 ▼-0.4%4,135,1090.8%MedicalRLAYRelay Therapeutics$24,775,943$3,487,806 ▲16.4%3,499,4270.7%MedicalATECAlphatec$22,468,321$10,264,677 ▲84.1%4,041,0650.6%MedicalHROWHarrow$19,766,124$6,404,552 ▲47.9%439,6380.6%MedicalCGEMCullinan Therapeutics$19,689,136$16,740,000 ▲567.6%1,176,1730.6%MedicalAMPHASTAR PHARMACEUTICALS IN$19,521,212$19,521,212 ▲New Holding18,400,0000.6%NOTE 2.000% 3/1EXASExact Sciences$19,494,445$58,276,659 ▼-74.9%286,1780.6%MedicalOCULOcular Therapeutix$19,485,999$5,185,200 ▲36.3%2,239,7700.6%MedicalIMTXImmatics$18,798,717$18,798,717 ▲New Holding1,647,5650.5%MedicalIRWDIronwood Pharmaceuticals$18,285,5160.0%4,438,2320.5%MedicalBSXBoston Scientific$15,854,960$15,854,960 ▲New Holding189,2000.4%MedicalDIANTHUS THERAPEUTICS INC$13,517,150$3,472,770 ▲34.6%493,6870.4%COMFDMT4D Molecular Therapeutics$13,247,093$9,253,252 ▲231.7%1,225,4480.4%MedicalCELCCelcuity$13,185,002$5,481,855 ▲71.2%884,3060.4%MedicalORUKA THERAPEUTICS INC$12,640,444$12,640,444 ▲New Holding515,7260.4%COMHAEMONETICS CORP MASS$10,637,5000.0%11,500,0000.3%NOTE3/0ALECAlector$10,057,422$1,036,659 ▼-9.3%2,158,2450.3%MedicalZURAZura Bio$10,039,592$10,039,592 ▲New Holding2,472,8060.3%MedicalPODDInsulet$9,891,875$9,891,875 ▲New Holding42,5000.3%MedicalNVRONevro$9,496,1130.0%1,698,7680.3%MedicalCSTLCastle Biosciences$9,468,241$2,398,931 ▼-20.2%331,9860.3%MedicalXNCRXencor$9,380,269$9,380,269 ▲New Holding466,4480.3%MedicalJASPER THERAPEUTICS INC$9,090,873$9,090,873 ▲New Holding483,3000.3%COM NEWBBIOBridgeBio Pharma$7,597,264$1,200,974 ▼-13.7%298,4000.2%MedicalLEXEO THERAPEUTICS INC$6,588,144$5,909,484 ▼-47.3%728,7770.2%COMLUNGPulmonx$6,238,5650.0%752,5410.2%MedicalSKINBeauty Health$5,831,559$1,542,227 ▼-20.9%4,049,6940.2%MedicalCUTERA INC$4,976,4130.0%29,000,0000.1%NOTE 4.000% 6/0CUTERA INC$4,038,4100.0%25,240,0000.1%NOTE 2.250% 6/0FULCFulcrum Therapeutics$3,816,894$3,816,894 ▲New Holding1,069,1580.1%MedicalVERVVerve Therapeutics$3,020,063$3,020,063 ▲New Holding623,9800.1%MedicalIOVAIovance Biotherapeutics$2,046,344$11,725,124 ▼-85.1%217,9280.1%MedicalHLVXHilleVax$1,872,640$1,872,640 ▲New Holding1,064,0000.1%MedicalLXRXLexicon Pharmaceuticals$1,258,487$11,764,586 ▼-90.3%801,5840.0%MedicalDBV TECHNOLOGIES S A$1,141,379$568,373 ▼-33.2%1,630,5420.0%SPONSORED ADRELEVElevation Oncology$284,054$1,202,264 ▼-80.9%473,5030.0%MedicalSAREPTA THERAPEUTICS INC$0$55,512,074 ▼-100.0%00.0%NOTE 1.250% 9/1TMOThermo Fisher Scientific$0$38,958,297 ▼-100.0%00.0%MedicalTMDXTransMedics Group$0$28,611,775 ▼-100.0%00.0%MedicalIMCRImmunocore$0$27,019,413 ▼-100.0%00.0%MedicalAKROAkero Therapeutics$0$25,440,024 ▼-100.0%00.0%MedicalLIVNLivaNova$0$9,533,198 ▼-100.0%00.0%MedicalLBPHLongboard Pharmaceuticals$0$5,566,180 ▼-100.0%00.0%MedicalCONMED CORP$0$4,477,567 ▼-100.0%00.0%NOTE 2.250% 6/1OMOutset Medical$0$2,673,921 ▼-100.0%00.0%MedicalETNB89bio$0$1,315,458 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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