§ 13F · FUND PROFILE
BRAIDWELL LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 73Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3127.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CAI | CARIS LIFE SCIENCES INC | 7.82M | $210.9T | 6.7% | NEW |
| 2 | GH 1.25 02/15/31 | GUARDANT HEALTH INC | 104.85M | $192.3T | 6.2% | NEW |
| 3 | EWTX | EDGEWISE THERAPEUTICS INC | 5.21M | $129.3T | 4.1% | NEW |
| 4 | RGEN 1 12/15/28 | REPLIGEN CORP | 101.00M | $110.8T | 3.5% | NEW |
| 5 | NBIX | NEUROCRINE BIOSCIENCES INC | 752K | $106.6T | 3.4% | NEW |
| 6 | GKOS | GLAUKOS CORP | 922K | $104.1T | 3.3% | NEW |
| 7 | NEO 0.25 01/15/28 | NEOGENOMICS INC | 100.38M | $89.7T | 2.9% | NEW |
| 8 | NUVL | NUVALENT INC | 821K | $82.6T | 2.6% | NEW |
| 9 | XENE | XENON PHARMACEUTICALS INC | 1.83M | $81.8T | 2.6% | NEW |
| 10 | CGON | CG ONCOLOGY INC | 1.87M | $77.7T | 2.5% | NEW |
§ 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
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed