Braidwell LP Portfolio Holdings

Braidwell LP

  • $1.79 Billion
  • Q4 2024

Braidwell LP has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.79 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Neurocrine Biosciences Inc with a value of $123M, Xenon Pharmaceuticals Inc. with a value of $114M, Legend Biotech Corp with a value of $96.9M, Guardant Health, Inc. with a value of $87M, and Align Technology Inc with a value of $78.2M.

Examining the 13F form we can see an decrease of $3.53T in the current position value, from $3.53T to 1.79B.

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 $1.79 Billion
Healthcare: $1.79 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11B
$123 Million 6.9% of portfolio
901,790
Q4 2024 Reduced 1.73%
$2.42B
$114 Million 6.4% of portfolio
2,913,964
Q4 2024 Added 7.64%
$6.1B
$96.9 Million 5.43% of portfolio
2,977,951
Q4 2024 Added 93.18%
$4.92B
$87 Million 4.87% of portfolio
2,847,931
Q4 2024 Reduced 14.79%
$16.2B
$78.2 Million 4.38% of portfolio
375,179
Q4 2024 Added 20.37%
$3.01B
$67 Million 3.75% of portfolio
2,098,866
Q4 2024 Reduced 32.84%
$3.37B
$63.6 Million 3.56% of portfolio
705,391
Q4 2024 Reduced 9.86%
$1.6B
$62.3 Million 3.49% of portfolio
2,332,196
Q4 2024 Added 19.09%
$901M
$61.8 Million 3.46% of portfolio
4,873,853
Q3 2024 Added 60.54%
$2.34B
$59.5 Million 3.34% of portfolio
1,479,666
Q4 2024 Added 27.89%
$2.3B
$57.5 Million 3.22% of portfolio
922,100
Q4 2024 New
$5.34B
$54.4 Million 3.05% of portfolio
293,410
Q4 2024 Added 22.81%
$35.4B
$49.7 Million 2.78% of portfolio
80,766
Q4 2024 Reduced 16.5%
$208B
$46.7 Million 2.62% of portfolio
89,754
Q4 2024 New
$552M
$45.5 Million 2.55% of portfolio
8,353,287
Q3 2024 Reduced 7.43%
$9.45B
$44.4 Million 2.49% of portfolio
364,900
Q4 2024 Reduced 1.48%
$7.29B
$43.3 Million 2.43% of portfolio
288,876
Q4 2024 Reduced 7.3%
$8.15B
$40.9 Million 2.29% of portfolio
283,823
Q4 2024 Reduced 28.47%
$1B
$39.6 Million 2.22% of portfolio
3,834,809
Q4 2024 Reduced 7.26%
$210B
$39.3 Million 2.2% of portfolio
75,300
Q4 2024 Reduced 17.52%
$1.12B
$39.1 Million 2.19% of portfolio
4,256,490
Q4 2024 Added 5.33%
$29.1B
$35.3 Million 1.98% of portfolio
309,865
Q4 2024 Added 25.07%
$3.93B
$31.4 Million 1.76% of portfolio
200,500
Q4 2024 Added 18.86%
$823M
$30.4 Million 1.7% of portfolio
907,039
Q4 2024 Added 106.31%
$266M
$30 Million 1.68% of portfolio
1,894,439
Q4 2024 Added 167.86%
$564M
$25.7 Million 1.44% of portfolio
1,107,770
Q4 2023 Added 4.73%
$385M
$24.9 Million 1.4% of portfolio
3,503,965
Q4 2024 Added 112.68%
$967M
$24.8 Million 1.39% of portfolio
7,006,315
Q4 2024 New
$294M
$24.1 Million 1.35% of portfolio
5,440,277
Q4 2024 Added 22.58%
$7.41B
$20.7 Million 1.16% of portfolio
353,200
Q4 2024 New
$8.73B
$19.8 Million 1.11% of portfolio
353,000
Q4 2024 Added 23.35%
$3.35B
$18.9 Million 1.06% of portfolio
241,235
Q4 2024 New
$4.98B
$18.2 Million 1.02% of portfolio
222,424
Q4 2024 Reduced 25.25%
$695M
$17.9 Million 1.0% of portfolio
1,477,102
Q4 2024 Reduced 51.9%
$720M
$16 Million 0.9% of portfolio
681,182
Q4 2024 New
$435M
$14.3 Million 0.8% of portfolio
1,176,173
Q3 2024 Added 567.62%
$974M
$14.1 Million 0.79% of portfolio
615,531
Q4 2024 Added 31.96%
$282M
$13.9 Million 0.78% of portfolio
1,600,000
Q4 2024 New
$945M
$11.9 Million 0.67% of portfolio
802,100
Q4 2024 New
$193M
$11.6 Million 0.65% of portfolio
884,306
Q3 2024 Added 71.16%
$158M
$6.83 Million 0.38% of portfolio
1,225,448
Q3 2024 Added 231.69%
$202M
$6.32 Million 0.35% of portfolio
1,698,768
Q2 2024 Reduced 4.37%
$260M
$5.11 Million 0.29% of portfolio
752,541
Q1 2024 Reduced 4.49%
$59.9M
$3.82 Million 0.21% of portfolio
1,440,499
Q4 2024 New
$1.9B
$776,000 0.04% of portfolio
20,109
Q4 2024 New
$654M
$653,000 0.04% of portfolio
34,094
Q4 2024 New
Ceribell Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
Repligen Corp
-
$0 0.0% of portfolio
-
Q4 2024 New
Bridgebio Pharma Inc
-
$0 0.0% of portfolio
-
Q2 2024 Added 3.68%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $1.79 Billion
  • Prior Value $3.53 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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