Braidwell Lp Top Holdings and 13F Report (2025) About Braidwell LpInvestment ActivityBraidwell Lp has $3.37 billion in total holdings as of December 31, 2024.Braidwell Lp owns shares of 73 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 17.34% of the portfolio was purchased this quarter.About 17.72% of the portfolio was sold this quarter.This quarter, Braidwell Lp has purchased 81 new stocks and bought additional shares in 23 stocks.Braidwell Lp sold shares of 17 stocks and completely divested from 22 stocks this quarter.Largest Holdings GUARDANT HEALTH INC $226,002,310BRIDGEBIO PHARMA INC $148,147,492NOVOCURE LTD $134,496,470Neurocrine Biosciences $123,094,335REPLIGEN CORP $114,800,000 Largest New Holdings this Quarter REPLIGEN CORP $114,800,000 HoldingTransMedics Group $57,492,935 HoldingThermo Fisher Scientific $46,692,723 HoldingGeron $24,802,355 HoldingBruker $20,704,584 Holding Largest Purchases this Quarter REPLIGEN CORP 112,000,000 shares (about $114.80M)TransMedics Group 922,100 shares (about $57.49M)Legend Biotech 1,436,400 shares (about $46.74M)Thermo Fisher Scientific 89,754 shares (about $46.69M)Geron 7,006,315 shares (about $24.80M) Largest Sales this Quarter DEXCOM INC 55,000,000 shares (about $53.14M)Penumbra 177,600 shares (about $42.18M)Apellis Pharmaceuticals 1,026,317 shares (about $32.75M)Replimune Group 1,593,735 shares (about $19.30M)Repligen 112,958 shares (about $16.26M) 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$226,002,3100.0%268,252,0006.7%NOTE11/1BRIDGEBIO PHARMA INC$148,147,4920.0%140,838,0004.4%NOTE 2.500% 3/1NOVOCURE LTD$134,496,4700.0%140,834,0004.0%NOTE11/0NBIXNeurocrine Biosciences$123,094,335$2,168,166 ▼-1.7%901,7903.6%MedicalREPLIGEN CORP$114,800,000$114,800,000 ▲New Holding112,000,0003.4%NOTE 1.000%12/1XENEXenon Pharmaceuticals$114,227,389$8,102,993 ▲7.6%2,913,9643.4%MedicalNUVASIVE INC$113,206,6980.0%114,206,0003.4%NOTE 0.375% 3/1NEOGENOMICS INC$98,269,2070.0%116,381,0002.9%NOTE 0.250% 1/1LEGNLegend Biotech$96,902,526$46,740,456 ▲93.2%2,977,9512.9%MedicalCG ONCOLOGY INC$94,165,532$3,224,837 ▲3.5%3,283,3172.8%COMGHGuardant Health$87,004,292$15,097,596 ▼-14.8%2,847,9312.6%MedicalIRONWOOD PHARMACEUTICALS INC$85,206,0670.0%92,740,0002.5%NOTE 1.500% 6/1ALGNAlign Technology$78,228,573$13,240,385 ▲20.4%375,1792.3%MedicalDEXCOM INC$74,381,594$8,994,147 ▼-10.8%82,700,0002.2%NOTE 0.375% 5/1APOGEE THERAPEUTICS INC$69,778,399$4,659,739 ▼-6.3%1,540,3622.1%COMKINIKSA PHARMACEUTICALS INTL$68,289,402$11,035,935 ▲19.3%3,452,4472.0%ORD SHS CL AAPLSApellis Pharmaceuticals$66,974,814$32,749,775 ▼-32.8%2,098,8662.0%MedicalIRTCiRhythm Technologies$63,605,106$6,958,058 ▼-9.9%705,3911.9%MedicalEWTXEdgewise Therapeutics$62,269,633$9,982,756 ▲19.1%2,332,1961.8%MedicalDAWNDay One Biopharmaceuticals$61,751,7180.0%4,873,8531.8%MedicalSPYRE THERAPEUTICS INC$60,025,245$9,045,863 ▲17.7%2,578,4041.8%COM NEWVKTXViking Therapeutics$59,541,760$12,985,005 ▲27.9%1,479,6661.8%MedicalTMDXTransMedics Group$57,492,935$57,492,935 ▲New Holding922,1001.7%MedicalALPHATEC HLDGS INC$55,090,7470.0%58,217,0001.6%NOTE 0.750% 8/0INSPInspire Medical Systems$54,392,346$10,103,025 ▲22.8%293,4101.6%MedicalARGXargenx$49,671,090$9,814,170 ▼-16.5%80,7661.5%MedicalTMOThermo Fisher Scientific$46,692,723$46,692,723 ▲New Holding89,7541.4%MedicalBRIDGEBIO PHARMA INC$45,983,6520.0%53,594,0001.4%NOTE 2.250% 2/0MRVIMaravai LifeSciences$45,525,4140.0%8,353,2871.3%MedicalSRPTSarepta Therapeutics$44,368,191$668,745 ▼-1.5%364,9001.3%MedicalPENPenumbra$43,655,473$42,176,448 ▼-49.1%183,8281.3%MedicalGKOSGlaukos$43,314,067$3,409,636 ▼-7.3%288,8761.3%MedicalAVADEL PHARMACEUTICALS PLC$43,151,180$7,533,431 ▲21.2%4,105,7261.3%COM SHSRGENRepligen$40,853,483$16,259,175 ▼-28.5%283,8231.2%MedicalFNAParagon 28$39,613,577$3,102,099 ▼-7.3%3,834,8091.2%MedicalISRGIntuitive Surgical$39,303,588$8,351,360 ▼-17.5%75,3001.2%MedicalATECAlphatec$39,074,578$1,977,601 ▲5.3%4,256,4901.2%MedicalBNTXBioNTech$35,309,117$7,078,004 ▲25.1%309,8651.0%MedicalBICARA THERAPEUTICS INC$34,851,480$5,976,088 ▲20.7%2,000,6591.0%COMKRYSKrystal Biotech$31,410,330$4,983,198 ▲18.9%200,5000.9%MedicalHROWHarrow$30,431,158$15,681,303 ▲106.3%907,0390.9%MedicalKROSKeros Therapeutics$29,988,969$18,793,360 ▲167.9%1,894,4390.9%MedicalORUKA THERAPEUTICS INC$27,096,090$14,920,042 ▲122.5%1,147,6760.8%COMDIANTHUS THERAPEUTICS INC$26,303,640$15,541,263 ▲144.4%1,206,5890.8%COMKIDSOrthoPediatrics$25,678,1090.0%1,107,7700.8%MedicalIMTXImmatics$24,913,191$13,199,004 ▲112.7%3,503,9650.7%MedicalGERNGeron$24,802,355$24,802,355 ▲New Holding7,006,3150.7%MedicalIRWDIronwood Pharmaceuticals$24,100,427$4,439,059 ▲22.6%5,440,2770.7%MedicalBRKRBruker$20,704,584$20,704,584 ▲New Holding353,2000.6%Computer and TechnologyEXASExact Sciences$19,835,070$3,754,728 ▲23.3%353,0000.6%MedicalNUVLNuvalent$18,883,876$18,883,876 ▲New Holding241,2350.6%MedicalPCVXVaxcyte$18,207,629$6,151,288 ▼-25.3%222,4240.5%MedicalREPLReplimune Group$17,887,705$19,300,131 ▼-51.9%1,477,1020.5%MedicalDEXCOM INC$17,874,832$53,141,392 ▼-74.8%18,500,0000.5%NOTE 0.250%11/1AMPHASTAR PHARMACEUTICALS IN$16,279,440$935,600 ▼-5.4%17,400,0000.5%NOTE 2.000% 3/1DYNE THERAPEUTICS INC$16,048,648$16,048,648 ▲New Holding681,1820.5%COMJASPER THERAPEUTICS INC$15,279,388$4,946,434 ▲47.9%714,6580.5%COM NEWCGEMCullinan Therapeutics$14,325,7870.0%1,176,1730.4%MedicalXNCRXencor$14,144,902$3,425,927 ▲32.0%615,5310.4%MedicalCADLCandel Therapeutics$13,888,000$13,888,000 ▲New Holding1,600,0000.4%MedicalRCUSArcus Biosciences$11,943,269$11,943,269 ▲New Holding802,1000.4%MedicalCELCCelcuity$11,575,5660.0%884,3060.3%MedicalFDMT4D Molecular Therapeutics$6,825,7450.0%1,225,4480.2%MedicalNVRONevro$6,319,4170.0%1,698,7680.2%MedicalZURAZura Bio$6,182,0150.0%2,472,8060.2%MedicalCERIBELL INC$5,434,800$5,434,800 ▲New Holding210,0000.2%COMLUNGPulmonx$5,109,7530.0%752,5410.2%MedicalAVTEAerovate Therapeutics$3,817,322$3,817,322 ▲New Holding1,440,4990.1%MedicalCUTERA INC$2,610,0000.0%29,000,0000.1%NOTE 4.000% 6/0SKYE BIOSCIENCE INC$2,336,822$2,336,822 ▲New Holding825,7320.1%COM NEWCUTERA INC$2,271,6000.0%25,240,0000.1%NOTE 2.250% 6/0PTGXProtagonist Therapeutics$776,207$776,207 ▲New Holding20,1090.0%MedicalVRDNViridian Therapeutics$653,582$653,582 ▲New Holding34,0940.0%MedicalINSULET CORP$0$76,384,550 ▼-100.0%00.0%NOTE 0.375% 9/0TRAVERE THERAPEUTICS INC$0$53,537,621 ▼-100.0%00.0%NOTE 2.500% 9/1MDGLMadrigal Pharmaceuticals$0$39,009,856 ▼-100.0%00.0%MedicalARVNArvinas$0$31,636,545 ▼-100.0%00.0%MedicalDXCMDexCom$0$29,570,405 ▼-100.0%00.0%MedicalRLAYRelay Therapeutics$0$24,775,943 ▼-100.0%00.0%MedicalOCULOcular Therapeutix$0$19,485,999 ▼-100.0%00.0%MedicalBSXBoston Scientific$0$15,854,960 ▼-100.0%00.0%MedicalHAEMONETICS CORP MASS$0$10,637,500 ▼-100.0%00.0%NOTE3/0ALECAlector$0$10,057,422 ▼-100.0%00.0%MedicalPODDInsulet$0$9,891,875 ▼-100.0%00.0%MedicalCSTLCastle Biosciences$0$9,468,241 ▼-100.0%00.0%MedicalBBIOBridgeBio Pharma$0$7,597,264 ▼-100.0%00.0%MedicalLEXEO THERAPEUTICS INC$0$6,588,144 ▼-100.0%00.0%COMSKINBeauty Health$0$5,831,559 ▼-100.0%00.0%MedicalFULCFulcrum Therapeutics$0$3,816,894 ▼-100.0%00.0%MedicalVERVVerve Therapeutics$0$3,020,063 ▼-100.0%00.0%MedicalIOVAIovance Biotherapeutics$0$2,046,344 ▼-100.0%00.0%MedicalHLVXHilleVax$0$1,872,640 ▼-100.0%00.0%MedicalLXRXLexicon Pharmaceuticals$0$1,258,487 ▼-100.0%00.0%MedicalDBV TECHNOLOGIES S A$0$1,141,379 ▼-100.0%00.0%SPONSORED ADRELEVElevation Oncology$0$284,054 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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