Braidwell LP Portfolio Holdings

Braidwell LP

  • $3.53 Trillion
  • Q3 2024

Braidwell LP has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.53 Trillion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Guardant Health Inc with a value of $216B, Bridgebio Pharma Inc with a value of $146B, Novocure LTD with a value of $133B, Cg Oncology Inc with a value of $120B, and Nuvasive Inc with a value of $112B.

Examining the 13F form we can see an increase of $340B in the current position value, from $3.19T to 3.53T.

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 $3.53 Trillion
Healthcare: $803 Billion
Consumer Defensive: $5.83 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Guardant Health Inc
-
$216 Billion 6.12% of portfolio
-
Q2 2023 Added 7.29%
Bridgebio Pharma Inc
-
$146 Billion 4.13% of portfolio
-
Q2 2024 Added 3.68%
Novocure LTD
-
$133 Billion 3.78% of portfolio
-
Q2 2024 Added 3.68%
Cg Oncology Inc
-
$120 Billion 3.39% of portfolio
-
Q3 2024 Reduced 4.19%
Nuvasive Inc
-
$112 Billion 3.17% of portfolio
-
Q1 2024 Added 41.82%
$2.45B
$107 Billion 3.02% of portfolio
2,707,255
Q3 2024 Added 5.73%
$11.8B
$106 Billion 3.0% of portfolio
917,674
Q3 2024 Added 20.9%
Neogenomics Inc
-
$96.9 Billion 2.75% of portfolio
-
Q2 2024 Added 12.36%
Apogee Therapeutics Inc
-
$96.5 Billion 2.74% of portfolio
-
Q3 2024 Reduced 31.3%
$3.02B
$90.1 Billion 2.55% of portfolio
3,125,183
Q3 2024 Added 410.82%
Ironwood Pharmaceuticals Inc
-
$82.5 Billion 2.34% of portfolio
-
Q3 2024 Added 3.34%
Dexcom Inc
-
$82.3 Billion 2.33% of portfolio
-
Q3 2024 Added 12.09%
$17.5B
$79.3 Billion 2.25% of portfolio
311,679
Q3 2024 Added 13.25%
Insulet Corp
-
$76.4 Billion 2.17% of portfolio
-
Q3 2024 Reduced 6.18%
$3.14B
$76.7 Billion 2.17% of portfolio
3,342,124
Q3 2024 Added 19.02%
$6.72B
$75.1 Billion 2.13% of portfolio
1,541,551
Q3 2024 Reduced 7.68%
Kiniksa Pharmaceuticals Intl
-
$72.3 Billion 2.05% of portfolio
-
Q3 2024 Added 40.63%
$9.06B
$70.2 Billion 1.99% of portfolio
361,428
Q3 2024 Added 70.01%
Dexcom Inc
-
$70.1 Billion 1.99% of portfolio
-
Q2 2024 Added 13.08%
$634M
$69.4 Billion 1.97% of portfolio
8,353,287
Q3 2024 Reduced 7.43%
$1B
$67.9 Billion 1.92% of portfolio
4,873,853
Q3 2024 Added 60.54%
Spyre Therapeutics Inc
-
$64.4 Billion 1.83% of portfolio
-
Q3 2024 Reduced 12.91%
$7.71B
$59 Billion 1.67% of portfolio
396,781
Q3 2024 Added 22.65%
$2.21B
$58.1 Billion 1.65% of portfolio
782,557
Q3 2024 Added 48.67%
Travere Therapeutics Inc
-
$53.5 Billion 1.52% of portfolio
-
Q1 2023 Added 10.87%
Alphatec Hldgs Inc
-
$52.5 Billion 1.49% of portfolio
-
Q2 2024 Added 79.49%
$32.7B
$52.4 Billion 1.49% of portfolio
96,724
Q3 2024 Reduced 42.06%
$2.02B
$52.3 Billion 1.48% of portfolio
1,958,310
Q3 2024 New
$5.32B
$50.4 Billion 1.43% of portfolio
238,911
Q3 2024 Reduced 37.04%
$9.71B
$46.3 Billion 1.31% of portfolio
370,400
Q3 2024 Added 352.26%
Bridgebio Pharma Inc
-
$45 Billion 1.28% of portfolio
-
Q3 2024 Reduced 18.29%
$191B
$44.9 Billion 1.27% of portfolio
91,300
Q3 2024 Reduced 9.15%
Avadel Pharmaceuticals PLC
-
$44.4 Billion 1.26% of portfolio
-
Q3 2024 Added 16.91%
Bicara Therapeutics Inc
-
$42.2 Billion 1.2% of portfolio
-
Q3 2024 New
$1.39B
$41.1 Billion 1.16% of portfolio
707,240
Q3 2024 Reduced 27.99%
$6.73B
$40.6 Billion 1.15% of portfolio
311,616
Q3 2024 Reduced 37.25%
$5.42B
$39 Billion 1.11% of portfolio
183,818
Q3 2024 New
$5.1B
$34 Billion 0.96% of portfolio
297,568
Q3 2024 Reduced 63.19%
$554M
$33.7 Billion 0.95% of portfolio
3,070,837
Q3 2024 Added 203.03%
$1.21B
$31.6 Billion 0.9% of portfolio
1,284,472
Q3 2024 Added 148.34%
$4.57B
$30.7 Billion 0.87% of portfolio
168,691
Q3 2024 Added 57.39%
$584M
$30 Billion 0.85% of portfolio
1,107,770
Q4 2023 Added 4.73%
$29.1B
$29.6 Billion 0.84% of portfolio
441,086
Q3 2024 New
$24.8B
$29.4 Billion 0.83% of portfolio
247,750
Q3 2024 New
$795M
$27.6 Billion 0.78% of portfolio
4,135,109
Q3 2024 Reduced 0.36%
$560M
$24.8 Billion 0.7% of portfolio
3,499,427
Q3 2024 Added 16.38%
$1.04B
$22.5 Billion 0.64% of portfolio
4,041,065
Q3 2024 Added 84.11%
$574M
$19.7 Billion 0.56% of portfolio
1,176,173
Q3 2024 Added 567.62%
$1.07B
$19.8 Billion 0.56% of portfolio
439,638
Q3 2024 Added 47.93%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $3.53 Trillion
  • Prior Value $3.19 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 16 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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