Braidwell LP Portfolio Holdings

Braidwell LP

  • $3.53 Trillion
  • Q3 2024

Braidwell LP has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.53 Trillion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Guardant Health Inc with a value of $216B, Bridgebio Pharma Inc with a value of $146B, Novocure LTD with a value of $133B, Cg Oncology Inc with a value of $120B, and Nuvasive Inc with a value of $112B.

Examining the 13F form we can see an increase of $340B in the current position value, from $3.19T to 3.53T.

Braidwell LP is based out at Stamford, CT

Below you can find more details about Braidwell LP portfolio as well as his latest detailed transactions.

Portfolio value $3.53 Trillion
Healthcare: $803 Billion
Consumer Defensive: $5.83 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$294M
$41.1 Billion 1.16% of portfolio
707,240
Q3 2024 Reduced 27.99%
$176M
$13.2 Billion 0.38% of portfolio
1,225,448
Q3 2024 Added 231.69%
$179M
$13.2 Billion 0.37% of portfolio
884,306
Q3 2024 Added 71.16%
$137M
$10.1 Billion 0.29% of portfolio
2,158,245
Q3 2024 Reduced 9.34%
$179M
$9.5 Billion 0.27% of portfolio
1,698,768
Q2 2024 Reduced 4.37%
$212M
$6.24 Billion 0.18% of portfolio
752,541
Q1 2024 Reduced 4.49%
$252M
$5.83 Billion 0.17% of portfolio
4,049,694
Q3 2024 Reduced 20.91%
$219M
$3.82 Billion 0.11% of portfolio
1,069,158
Q3 2024 New
$65.9M
$1.87 Billion 0.05% of portfolio
1,064,000
Q3 2024 New
$143M
$1.26 Billion 0.04% of portfolio
801,584
Q3 2024 Reduced 90.34%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $3.53 Trillion
  • Prior Value $3.19 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 16 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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