Braidwell LP Portfolio Holdings by Sector
Braidwell LP
- $1.63 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Biotechnology | Healthcare
LEGN ARGX XENE KRYS NUVL EWTX BPMC DYN 22 stocks |
$803,001
49.28% of portfolio
|
  11  
|
  7  
|
  5  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ALGN GKOS IRTC TMDX INSP ATEC PEN KIDS 9 stocks |
$414,648
25.45% of portfolio
|
  4  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO DHR GH CSTL 4 stocks |
$190,829
11.71% of portfolio
|
  3  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
NBIX HROW IRWD 3 stocks |
$167,012
10.25% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ISRG RGEN 2 stocks |
$53,972
3.31% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|