Braidwell LP Portfolio Holdings

Braidwell LP

  • $3.1 Trillion
  • Q1 2024

Braidwell LP has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.1 Trillion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Guardant Health Inc with a value of $184B, Bridgebio Pharma Inc with a value of $146B, Exact Sciences Corp with a value of $133B, Novocure LTD with a value of $125B, and Apogee Therapeutics Inc with a value of $122B.

Examining the 13F form we can see an increase of $380B in the current position value, from $2.72T to 3.1T.

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 $3.1 Trillion
Healthcare: $1.51 Trillion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Guardant Health Inc
-
$184 Billion 5.92% of portfolio
-
Q2 2023 Added 7.29%
Bridgebio Pharma Inc
-
$146 Billion 4.71% of portfolio
-
Q1 2024 Added 18.8%
Exact Sciences Corp
-
$133 Billion 4.29% of portfolio
-
Q1 2024 Added 9.92%
Novocure LTD
-
$125 Billion 4.02% of portfolio
-
Q2 2023 Added 1.12%
Apogee Therapeutics Inc
-
$122 Billion 3.95% of portfolio
-
Q1 2024 Added 170.52%
Nuvasive Inc
-
$109 Billion 3.51% of portfolio
-
Q1 2024 Added 41.82%
$13B
$101 Billion 3.25% of portfolio
730,209
Q1 2024 Added 2.1%
$20.5B
$86.5 Billion 2.79% of portfolio
219,824
Q1 2024 Added 43.48%
$4.17B
$82.8 Billion 2.67% of portfolio
1,212,703
Q1 2024 Reduced 5.99%
Neogenomics Inc
-
$82.6 Billion 2.66% of portfolio
-
Q1 2024 Added 57.89%
Dexcom Inc
-
$71.6 Billion 2.31% of portfolio
-
Q1 2024 Added 44.44%
$6.7B
$69.8 Billion 2.25% of portfolio
1,243,795
Q1 2024 Added 121.08%
Insmed Inc
-
$69.4 Billion 2.24% of portfolio
-
Q1 2024 Added 23.86%
Insulet Corp
-
$68.9 Billion 2.22% of portfolio
-
Q1 2024 Added 4.76%
$7.18B
$66 Billion 2.13% of portfolio
295,892
Q1 2024 Added 32.81%
$1.14B
$62.6 Billion 2.02% of portfolio
7,221,960
Q1 2024 Added 43.27%
$4.77B
$58.5 Billion 1.88% of portfolio
713,100
Q1 2024 New
$2.65B
$56.1 Billion 1.81% of portfolio
483,257
Q1 2024 Reduced 14.94%
$2.37B
$56.3 Billion 1.81% of portfolio
1,308,011
Q1 2024 Reduced 20.6%
$20.1B
$55.5 Billion 1.79% of portfolio
169,252
Q1 2024 Added 15.68%
Bridgebio Pharma Inc
-
$55.1 Billion 1.78% of portfolio
-
Q3 2023 Added 8.03%
Ironwood Pharmaceuticals Inc
-
$53.7 Billion 1.73% of portfolio
-
Q1 2024 Added 240.26%
$2.77B
$51.1 Billion 1.65% of portfolio
2,476,804
Q1 2024 Added 226.36%
Travere Therapeutics Inc
-
$49.6 Billion 1.6% of portfolio
-
Q1 2023 Added 10.87%
Cg Oncology Inc
-
$49.6 Billion 1.6% of portfolio
-
Q1 2024 New
$1.21B
$48.8 Billion 1.57% of portfolio
737,379
Q1 2024 Reduced 34.1%
$4.34B
$45.4 Billion 1.46% of portfolio
614,531
Q1 2024 Added 422.11%
$966M
$45.1 Billion 1.45% of portfolio
2,668,549
Q1 2024 New
$5.37B
$42.5 Billion 1.37% of portfolio
450,676
Q1 2024 Added 85.65%
$590M
$41.6 Billion 1.34% of portfolio
3,365,609
Q1 2024 Added 0.11%
$142B
$40.1 Billion 1.29% of portfolio
100,500
Q1 2024 New
$975M
$35.9 Billion 1.16% of portfolio
2,173,704
Q1 2024 Reduced 48.44%
Karyopharm Therapeutics Inc
-
$35.8 Billion 1.15% of portfolio
-
Q4 2022 New
Alphatec Hldgs Inc
-
$33.9 Billion 1.09% of portfolio
-
Q1 2024 Added 21.25%
$776M
$33.5 Billion 1.08% of portfolio
1,052,485
Q1 2024 New
$723M
$32.3 Billion 1.04% of portfolio
1,107,770
Q4 2023 Added 4.73%
$4.11B
$31.5 Billion 1.02% of portfolio
177,089
Q1 2024 Reduced 9.74%
$771M
$31.1 Billion 1.0% of portfolio
3,743,999
Q1 2024 New
$965M
$30.4 Billion 0.98% of portfolio
3,489,843
Q1 2024 New
$655M
$27.5 Billion 0.89% of portfolio
1,392,716
Q1 2024 New
$223B
$27.4 Billion 0.88% of portfolio
47,149
Q1 2024 Reduced 37.76%
$8.27B
$26.3 Billion 0.85% of portfolio
142,836
Q1 2024 Added 39.08%
$331M
$25.7 Billion 0.83% of portfolio
1,776,368
Q2 2023 Added 8.79%
$4.57B
$21.8 Billion 0.7% of portfolio
101,492
Q1 2024 Reduced 45.04%
$1.07B
$21.1 Billion 0.68% of portfolio
1,240,865
Q4 2023 Reduced 34.99%
Lexeo Therapeutics Inc
-
$20.7 Billion 0.67% of portfolio
-
Q1 2024 New
Tourmaline Bio Inc
-
$20.8 Billion 0.67% of portfolio
-
Q4 2023 New
Ironwood Pharmaceuticals Inc
-
$19.9 Billion 0.64% of portfolio
-
Q1 2024 Reduced 46.68%
Haemonetics Corp Mass
-
$19.8 Billion 0.64% of portfolio
-
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $3.1 Trillion
  • Prior Value $2.72 Trillion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 17 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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