13F-HR filed by BRAIDWELL LP
BRAIDWELL LP filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 73 holding rows worth $3,370,348,920.
- Accession
- 0001420506-25-003410
- Filer
- CIK 1920938
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 73 entries on the cover page, a total value of $3,370,348,920 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,370,348,920 with VALUE read as dollars as filed, 13F file number 028-23075. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| GUARDANT HEALTH INC | 40131MAD1 | DEBT 1.250% 2/1 | 219,454,000 | $286,281,230 | dollars as filed | principal |
| CARIS LIFE SCIENCES INC | 142152107 | COMMON STOCK | 7,316,142 | $221,313,296 | dollars as filed | |
| NOVOCURE LTD | 67011XAB9 | NOTE 11/0 | 211,364,000 | $210,042,981 | dollars as filed | principal |
| XENON PHARMACEUTICALS INC COM | 98420N105 | Stock | 3,605,029 | $144,741,914 | dollars as filed | |
| CG ONCOLOGY INC | 156944100 | COMMON STOCK | 3,283,317 | $132,252,009 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 880,282 | $123,573,987 | dollars as filed | |
| REPLIGEN CORP | 759916AD1 | NOTE 1.000%12/1 | 101,000,000 | $101,808,000 | dollars as filed | principal |
| KRYSTAL BIOTECH INC COM | 501147102 | Stock | 520,401 | $91,866,389 | dollars as filed | |
| NUVALENT INC COM | 670703107 | Stock | 1,012,982 | $87,602,683 | dollars as filed | |
| NEOGENOMICS INC | 64049MAB6 | NOTE 0.250% 1/1 | 100,381,000 | $86,829,565 | dollars as filed | principal |
| SOLENO THERAPEUTICS INC | 834203309 | COM | 1,281,989 | $86,662,456 | dollars as filed | |
| IRHYTHM HOLDINGS INC | 450056AB2 | NOTE 1.500% 9/0 | 62,000,000 | $85,374,000 | dollars as filed | principal |
| EDGEWISE THERAPEUTICS INC | 28036F105 | COM | 5,210,831 | $84,519,679 | dollars as filed | |
| IRONWOOD PHARMACEUTICALS INC | 46333XAH1 | NOTE 1.500% 6/1 | 82,140,000 | $72,899,250 | dollars as filed | principal |
| INSPIRE MED SYS INC COM | 457730109 | Stock | 883,747 | $65,574,027 | dollars as filed | |
| GLAUKOS CORP COM | 377322102 | Stock | 780,164 | $63,622,374 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 309,339 | $61,329,550 | dollars as filed | |
| LEGEND BIOTECH CORP | 52490G102 | SPONSORED ADS | 1,826,155 | $59,550,915 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 130,227 | $58,241,421 | dollars as filed | |
| APOGEE THERAPEUTICS INC COM | 03770N101 | Stock | 1,438,745 | $57,161,339 | dollars as filed | |
| ARGENX SE SPONSORED ADR | 04016X101 | ADR | 76,091 | $56,121,678 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 113,933 | $55,259,784 | dollars as filed | |
| ALIGN TECHNOLOGY INC COM | 016255101 | Stock | 409,691 | $51,301,507 | dollars as filed | |
| ACADIA PHARMACEUTICALS INC | 004225108 | COM | 2,378,655 | $50,760,498 | dollars as filed | |
| HINGE HEALTH INC A | 433313103 | COMMON STOCK | 910,476 | $44,686,162 | dollars as filed | |
| SPYRE THERAPEUTICS INC | 00773J202 | COM NEW | 2,578,404 | $43,214,051 | dollars as filed | |
| TRANSMEDICS GROUP INC | 89377M109 | COM | 351,248 | $39,410,026 | dollars as filed | |
| IRHYTHM HOLDINGS INC COM | 450056106 | Stock | 225,845 | $38,843,082 | dollars as filed | |
| PENUMBRA INC COM | 70975L107 | Stock | 141,528 | $35,851,873 | dollars as filed | |
| KARYOPHARM THERAPEUTICS INC | 48576UAD8 | NOTE 6.000% 5/1 | 48,482,000 | $34,955,522 | dollars as filed | principal |
| DYNE THERAPEUTICS INC COM | 26818M108 | Stock | 2,730,481 | $34,540,585 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 438,600 | $33,066,054 | dollars as filed | |
| DIANTHUS THERAPEUTICS INC | 252828108 | COM | 835,057 | $32,859,493 | dollars as filed | |
| CAREDX INC | 14167L103 | COM | 2,182,781 | $31,737,636 | dollars as filed | |
| BIOMARIN PHARMACEUTICAL INC | 09061G101 | COM | 528,000 | $28,596,480 | dollars as filed | |
| GLOBUS MED INC CL A | 379577208 | Stock | 498,000 | $28,520,460 | dollars as filed | |
| ORUKA THERAPEUTICS INC COM | 687604108 | Stock | 1,382,350 | $26,582,591 | dollars as filed | |
| REPLIGEN CORP COM | 759916109 | Stock | 195,656 | $26,153,338 | dollars as filed | |
| KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A | G52694109 | Stock | 643,180 | $24,974,679 | dollars as filed | |
| TENET HEALTHCARE CORP COM NEW | 88033G407 | Stock | 121,700 | $24,709,968 | dollars as filed | |
| MARAVAI LIFESCIENCES HLDGS A | 56600D107 | COMMON STOCK | 8,353,287 | $23,973,934 | dollars as filed | |
| EXACT SCIENCES CORP COM | 30063P105 | Stock | 414,600 | $22,682,766 | dollars as filed | |
| AKERO THERAPEUTICS INC | 00973Y108 | COM | 475,400 | $22,571,992 | dollars as filed | |
| ALPHATEC HLDGS INC | 02081G201 | COM NEW | 1,514,604 | $22,022,342 | dollars as filed | |
| ORTHOPEDIATRICS CORP | 68752L100 | COMMON STOCK | 1,107,770 | $20,526,978 | dollars as filed | |
| VIKING THERAPEUTICS INC | 92686J106 | COM | 759,455 | $19,958,477 | dollars as filed | |
| CASTLE BIOSCIENCES INC | 14843C105 | COMMON STOCK | 822,735 | $18,733,676 | dollars as filed | |
| BRIGHT MINDS BIOSCIENCES INC | 10919W405 | COMMON STOCK | 303,685 | $18,421,532 | dollars as filed | |
| ULTRAGENYX PHARMACEUTICAL IN | 90400D108 | COM | 588,700 | $17,708,096 | dollars as filed | |
| HARROW INC | 415858109 | COM | 342,391 | $16,496,398 | dollars as filed | |
| SAREPTA THERAPEUTICS INC | 803607100 | COM | 832,100 | $16,034,567 | dollars as filed | |
| KYMERA THERAPEUTICS INC | 501575104 | COM | 276,692 | $15,660,767 | dollars as filed | |
| ENGENE HOLDINGS INC | 29286M105 | COM | 2,266,319 | $15,478,959 | dollars as filed | |
| Day One Biopharmaceuticals Inc | 23954D109 | Common Stock | 2,181,598 | $15,380,266 | dollars as filed | |
| CELLDEX THERAPEUTICS INC NEW | 15117B202 | COM NEW | 591,689 | $15,306,994 | dollars as filed | |
| XENCOR INC | 98401F105 | COMMON STOCK | 1,246,280 | $14,618,864 | dollars as filed | |
| AVIDITY BIOSCIENCES INC COM | 05370A108 | Stock | 331,907 | $14,461,188 | dollars as filed | |
| ENCOMPASS HEALTH CORP COM | 29261A100 | Stock | 113,335 | $14,395,812 | dollars as filed | |
| VERA THERAPEUTICS INC | 92337R101 | COMMON STOCK | 472,739 | $13,737,795 | dollars as filed | |
| NEOGENOMICS INC | 64049M209 | COM NEW | 1,771,146 | $13,673,247 | dollars as filed | |
| DEXCOM INC | 252131AK3 | NOTE 0.250%11/1 | 13,500,000 | $13,408,875 | dollars as filed | principal |
| TECTONIC THERAPEUTIC INC | 878972108 | COMMON STOCK | 736,867 | $11,561,443 | dollars as filed | |
| REPLIMUNE GROUP INC | 76029N106 | COMMON STOCK | 2,750,092 | $11,522,885 | dollars as filed | |
| ADAPTIVE BIOTECHNOLOGIES CORP COM | 00650F109 | Stock | 736,014 | $11,010,769 | dollars as filed | |
| ZURA BIO LTD | G9TY5A101 | COMMON STOCK | 2,472,806 | $10,707,250 | dollars as filed | |
| SIONNA THERAPEUTICS INC | 829401108 | COMMON STOCK | 314,013 | $9,235,122 | dollars as filed | |
| AMYLYX PHARMACEUTICALS INC | 03237H101 | COM | 612,841 | $8,328,509 | dollars as filed | |
| ROYALTY PHARMA PLC | G7709Q104 | SHS CLASS A | 182,068 | $6,423,359 | dollars as filed | |
| IMMUNOCORE HLDGS PLC | 45258DAB1 | NOTE 2.500% 2/0 | 6,828,000 | $6,188,220 | dollars as filed | principal |
| FULCRUM THERAPEUTICS INC | 359616109 | COMMON STOCK | 219,488 | $2,019,290 | dollars as filed | |
| SURROZEN INC | 86889P208 | COMMON STOCK | 140,000 | $1,803,900 | dollars as filed | |
| HEARTFLOW INC | 42238D107 | COM | 50,000 | $1,683,000 | dollars as filed | |
| PULMONX CORP | 745848101 | COM | 752,541 | $1,219,116 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-25-003410 | this filing | 2025-11-14 | acceptance time not in the bulk data set |