Braidwell LP Portfolio Holdings

Braidwell LP

  • $1.63 Billion
  • Q2 2025

Braidwell LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.63 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Neurocrine Biosciences Inc with a value of $146M, Xenon Pharmaceuticals Inc. with a value of $113M, Argenx Se with a value of $107M, Krystal Biotech, Inc. with a value of $100M, and Align Technology Inc with a value of $94M.

Examining the 13F form we can see an increase of $3.38M in the current position value, from $1.63B to 1.63B.

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 $1.63 Billion
Healthcare: $1.63 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13.4B
$146 Million 8.93% of portfolio
1,160,425
Q2 2025 Reduced 2.64%
$2.5B
$113 Million 6.91% of portfolio
3,605,029
Q2 2025 Added 33.03%
$40.8B
$107 Million 6.57% of portfolio
194,491
Q2 2025 Added 20.92%
$4.53B
$100 Million 6.13% of portfolio
727,811
Q2 2025 Added 81.61%
$9.78B
$94 Million 5.76% of portfolio
496,730
Q2 2025 Reduced 6.37%
$5.46B
$90.2 Million 5.53% of portfolio
2,542,104
Q2 2025 Reduced 14.64%
$3.65B
$89.7 Million 5.49% of portfolio
1,175,876
Q2 2025 Added 39.83%
$995M
$68.3 Million 4.18% of portfolio
5,210,831
Q2 2025 Added 111.93%
$2.14B
$67.8 Million 4.15% of portfolio
522,410
Q2 2025 Added 72.75%
$3.88B
$62.3 Million 3.82% of portfolio
603,414
Q2 2025 Reduced 3.37%
$144B
$61.1 Million 3.74% of portfolio
309,339
Q1 2025 New
$190B
$54.8 Million 3.36% of portfolio
135,233
Q2 2025 Added 5.87%
$158B
$48.7 Million 2.98% of portfolio
89,600
Q2 2025 Added 1.82%
$5.16B
$46.2 Million 2.83% of portfolio
300,029
Q2 2025 Reduced 46.08%
$1.92B
$45 Million 2.76% of portfolio
3,863,107
Q2 2025 Reduced 19.58%
$6.39B
$43.6 Million 2.67% of portfolio
837,800
Q2 2025 Reduced 36.88%
$1.96B
$38.1 Million 2.33% of portfolio
1,437,555
Q2 2025 Added 0.11%
$3.59B
$34.2 Million 2.09% of portfolio
255,048
Q2 2025 Reduced 70.17%
$9.6B
$33.3 Million 2.04% of portfolio
129,628
Q2 2025 Added 17.71%
$640M
$31.2 Million 1.91% of portfolio
3,273,349
Q2 2025 Reduced 9.61%
$1.28B
$26.6 Million 1.63% of portfolio
872,246
Q2 2025 Reduced 8.84%
$419M
$23.8 Million 1.46% of portfolio
1,107,770
Q4 2023 Added 4.73%
$378M
$20.1 Million 1.23% of portfolio
8,353,287
Q3 2024 Reduced 7.43%
$2.49B
$19.4 Million 1.19% of portfolio
1,121,034
Q2 2025 Reduced 32.15%
$7.58B
$18.4 Million 1.13% of portfolio
60,781
Q2 2025 Added 24.83%
$7.42B
$18 Million 1.1% of portfolio
144,556
Q2 2025 Added 77.03%
$588M
$16.8 Million 1.03% of portfolio
822,735
Q2 2025 Added 125.25%
$323B
$15.4 Million 0.94% of portfolio
49,400
Q2 2025 New
$4.41B
$14.6 Million 0.89% of portfolio
247,200
Q2 2025 New
$513M
$14.2 Million 0.87% of portfolio
2,181,598
Q2 2025 Reduced 38.32%
$700M
$13 Million 0.8% of portfolio
1,655,690
Q1 2025 Added 168.99%
$734M
$11.8 Million 0.72% of portfolio
884,306
Q3 2024 Added 71.16%
$214M
$3.93 Million 0.24% of portfolio
422,887
Q2 2025 Reduced 71.07%
$61.5M
$1.95 Million 0.12% of portfolio
752,541
Q1 2024 Reduced 4.49%
Surrozen Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Spyre Therapeutics Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 17.74%
Sionna Therapeutics Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Apogee Therapeutics Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 4.02%
Repligen Corp
-
$0 0.0% of portfolio
-
Q2 2025 Added 3.06%
Alphatec Hldgs Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 90.01%
Immunocore Hldgs PLC
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 48.24%
Caris Life Sciences Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Oruka Therapeutics Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 3.03%
Guardant Health Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
Irhythm Technologies Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 18.6%
Karyopharm Therapeutics Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Kiniksa Pharmaceuticals Intl
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 43.83%
Dexcom Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 74.83%
Ironwood Pharmaceuticals Inc
-
$0 0.0% of portfolio
-
Q3 2024 Added 3.34%

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $1.63 Billion
  • Prior Value $1.63 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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