Braidwell LP Portfolio Holdings

Braidwell LP

  • $1.63 Billion
  • Q1 2025

Braidwell LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.63 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Neurocrine Biosciences Inc with a value of $132M, Legend Biotech Corp with a value of $101M, Argenx Se with a value of $95.2M, Xenon Pharmaceuticals Inc. with a value of $90.9M, and Align Technology Inc with a value of $84.3M.

Examining the 13F form we can see an decrease of $156M in the current position value, from $1.79B 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
$11.9B
$132 Million 8.09% of portfolio
1,191,925
Q1 2025 Added 32.17%
$6B
$101 Million 6.2% of portfolio
2,977,951
Q4 2024 Added 93.18%
$29.9B
$95.2 Million 5.84% of portfolio
160,849
Q1 2025 Added 99.15%
$1.99B
$90.9 Million 5.58% of portfolio
2,709,875
Q1 2025 Reduced 7.0%
$13.7B
$84.3 Million 5.17% of portfolio
530,530
Q1 2025 Added 41.41%
$3.41B
$72.3 Million 4.43% of portfolio
400,744
Q1 2025 Added 99.87%
$153B
$63.6 Million 3.9% of portfolio
127,733
Q1 2025 Added 42.31%
$142B
$63.4 Million 3.89% of portfolio
309,339
Q1 2025 New
$4.77B
$61.5 Million 3.77% of portfolio
624,435
Q1 2025 Added 116.16%
$3.28B
$59.6 Million 3.66% of portfolio
840,945
Q1 2025 Added 248.6%
$4.35B
$58.2 Million 3.57% of portfolio
556,391
Q1 2025 Reduced 21.12%
$4.52B
$57.5 Million 3.53% of portfolio
854,884
Q1 2025 Reduced 7.29%
$5.04B
$56.5 Million 3.47% of portfolio
1,327,327
Q1 2025 Reduced 53.39%
$929M
$54.1 Million 3.32% of portfolio
2,458,808
Q1 2025 Added 5.43%
$3.73B
$48.2 Million 2.96% of portfolio
302,410
Q1 2025 Added 3.07%
$181B
$43.6 Million 2.67% of portfolio
88,000
Q1 2025 Added 16.87%
$7.66B
$38.9 Million 2.39% of portfolio
439,968
Q1 2025 New
$599M
$37.9 Million 2.32% of portfolio
3,621,344
Q1 2025 Added 431.63%
$2.01B
$36.1 Million 2.22% of portfolio
1,652,334
Q1 2025 Reduced 21.27%
$1.47B
$35.7 Million 2.19% of portfolio
4,803,794
Q1 2025 New
$2.03B
$34.7 Million 2.13% of portfolio
1,435,955
Q1 2025 Reduced 2.95%
$9.7B
$29.4 Million 1.81% of portfolio
110,128
Q1 2025 Reduced 40.09%
$488M
$28 Million 1.72% of portfolio
3,536,853
Q1 2025 Reduced 27.43%
$483M
$27.3 Million 1.67% of portfolio
1,107,770
Q4 2023 Added 4.73%
$845M
$25.5 Million 1.56% of portfolio
956,839
Q1 2025 Added 5.49%
$284M
$18.5 Million 1.13% of portfolio
8,353,287
Q3 2024 Reduced 7.43%
$540M
$17.6 Million 1.08% of portfolio
1,655,690
Q1 2025 Added 168.99%
$9.92B
$16.6 Million 1.02% of portfolio
106,713
Q1 2025 New
$4.88B
$16.1 Million 0.99% of portfolio
48,690
Q1 2025 New
$1.83B
$15 Million 0.92% of portfolio
234,500
Q1 2025 Reduced 35.74%
$485M
$14.3 Million 0.87% of portfolio
1,461,826
Q1 2025 Reduced 1.03%
$6.71B
$10.4 Million 0.64% of portfolio
81,656
Q1 2025 Reduced 71.23%
$103M
$9.74 Million 0.6% of portfolio
6,622,584
Q1 2025 Added 21.73%
$178M
$8.94 Million 0.55% of portfolio
884,306
Q3 2024 Added 71.16%
$399M
$7.42 Million 0.46% of portfolio
980,773
Q1 2025 Reduced 16.61%
$507M
$7.31 Million 0.45% of portfolio
365,247
Q1 2025 New
$111M
$5.06 Million 0.31% of portfolio
752,541
Q1 2024 Reduced 4.49%
$65.5M
$3.62 Million 0.22% of portfolio
1,440,499
Q4 2024 New
$357M
$453,000 0.03% of portfolio
72,083
Q1 2025 New
Repligen Corp
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 12.5%
Bridgebio Pharma Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 55.38%
Bridgebio Pharma Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 9.33%
Skye Bioscience Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
Spyre Therapeutics Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 17.74%
Bicara Therapeutics Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 8.1%
Beta Bionics Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
Apogee Therapeutics Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 6.26%
Alphatec Hldgs Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 90.01%
Irhythm Technologies Inc
-
$0 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $1.63 Billion
  • Prior Value $1.79 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
Track This Portfolio

Track Braidwell LP Portfolio

Follow Braidwell LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Braidwell LP, based on Form 13F filings with the SEC.

News

Stay updated on Braidwell LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email