§ 13F · FUND PROFILE
BRAIDWELL LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 88Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$527M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CAI | CARIS LIFE SCIENCES INC | 8.01M | $143M | 4.8% | +2% |
| 2 | GH 1.25 02/15/31 | GUARDANT HEALTH INC | 60.95M | $103M | 3.4% | −42% |
| 3 | RGEN 1 12/15/28 | REPLIGEN CORP | 101.00M | $99M | 3.3% | ±0% |
| 4 | NEO 0.25 01/15/28 | NEOGENOMICS INC | 100.38M | $92M | 3.1% | ±0% |
| 5 | NBIX | NEUROCRINE BIOSCIENCES INC | 652K | $86M | 2.9% | −13% |
| 6 | GKOS | GLAUKOS CORP | 764K | $82M | 2.7% | −17% |
| 7 | CNTA | CENTESSA PHARMACEUTICALS PLC | 1.99M | $79M | 2.6% | −9% |
| 8 | XENE | XENON PHARMACEUTICALS INC | 1.34M | $78M | 2.6% | −27% |
| 9 | DNTH | DIANTHUS THERAPEUTICS INC | 899K | $75M | 2.5% | −29% |
| 10 | EWTX | EDGEWISE THERAPEUTICS INC | 2.35M | $74M | 2.5% | −55% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRAIDWELL SIGNAL
AC read
BRAIDWELL LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed