§ 13F · FUND PROFILE
BRAIDWELL LP.
AUM · $2.7B (13F)Positions · 86Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$351M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CAI | CARIS LIFE SCIENCES INC | 8.26M | $147M | 5.4% | +3% |
| 2 | HNGE | HINGE HEALTH INC | 1.33M | $110M | 4.1% | −9% |
| 3 | GKOS | GLAUKOS CORP | 592K | $83M | 3.1% | −22% |
| 4 | EWTX | EDGEWISE THERAPEUTICS INC | 2.00M | $81M | 3.0% | −15% |
| 5 | SYRE | SPYRE THERAPEUTICS INC | 879K | $78M | 2.9% | −6% |
| 6 | IRTC | IRHYTHM HOLDINGS INC | 654K | $78M | 2.9% | +7% |
| 7 | NEO | NEOGENOMICS INC | 4.92M | $72M | 2.7% | −12% |
| 8 | KOD | KODIAK SCIENCES INC | 1.79M | $70M | 2.6% | −2% |
| 9 | XENE | XENON PHARMACEUTICALS INC | 1.13M | $68M | 2.5% | −15% |
| 10 | ATEC 0.75 03/15/30 | ALPHATEC HLDGS INC | 69.12M | $66M | 2.4% | +12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRAIDWELL SIGNAL
AC read
BRAIDWELL LP is a Other fund managing $2.7 billion in assets. The fund runs a portfolio of 86 positions.
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