Braidwell LP Portfolio Holdings

Braidwell LP

  • $1.73 Billion
  • Q3 2025

Braidwell LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.73 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Xenon Pharmaceuticals Inc. with a value of $145M, Neurocrine Biosciences Inc with a value of $124M, Krystal Biotech, Inc. with a value of $91.9M, Nuvalent, Inc. with a value of $87.6M, and Edgewise Therapeutics, Inc. with a value of $84.5M.

Examining the 13F form we can see an increase of $100M in the current position value, from $1.63B to 1.73B.

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 $1.73 Billion
Healthcare: $1.73 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.54B
$145 Million 8.35% of portfolio
3,605,029
Q2 2025 Added 33.03%
$13.9B
$124 Million 7.13% of portfolio
880,282
Q3 2025 Reduced 24.14%
$5.29B
$91.9 Million 5.3% of portfolio
520,401
Q3 2025 Reduced 28.5%
$4.15B
$87.6 Million 5.06% of portfolio
1,012,982
Q3 2025 Reduced 13.85%
$1.44B
$84.5 Million 4.88% of portfolio
5,210,831
Q2 2025 Added 111.93%
$2.49B
$65.6 Million 3.78% of portfolio
883,747
Q3 2025 Added 69.17%
$4.29B
$63.6 Million 3.67% of portfolio
780,164
Q3 2025 Added 29.29%
$161B
$61.3 Million 3.54% of portfolio
309,339
Q1 2025 New
$5.07B
$59.6 Million 3.44% of portfolio
1,826,155
Q3 2025 Reduced 28.16%
$194B
$58.2 Million 3.36% of portfolio
130,227
Q3 2025 Added 45.34%
$50.2B
$56.1 Million 3.24% of portfolio
76,091
Q3 2025 Reduced 60.88%
$227B
$55.3 Million 3.19% of portfolio
113,933
Q3 2025 Reduced 15.75%
$10.7B
$51.3 Million 2.96% of portfolio
409,691
Q3 2025 Reduced 17.52%
$3.89B
$50.8 Million 2.93% of portfolio
2,378,655
Q3 2025 New
$3.66B
$39.4 Million 2.27% of portfolio
351,248
Q3 2025 Added 37.72%
$5.13B
$38.8 Million 2.24% of portfolio
225,845
Q3 2025 Reduced 24.73%
$975M
$34.5 Million 1.99% of portfolio
2,730,481
Q3 2025 Reduced 16.58%
$102B
$33.1 Million 1.91% of portfolio
438,600
Q3 2025 New
$852M
$31.7 Million 1.83% of portfolio
2,182,781
Q3 2025 New
$6.51B
$28.5 Million 1.65% of portfolio
498,000
Q3 2025 Added 101.46%
$10.2B
$28.6 Million 1.65% of portfolio
528,000
Q3 2025 New
$8.46B
$26.2 Million 1.51% of portfolio
195,656
Q3 2025 Added 35.35%
$20.8B
$24.7 Million 1.43% of portfolio
121,700
Q3 2025 New
$479M
$24 Million 1.38% of portfolio
8,353,287
Q3 2024 Reduced 7.43%
$11.9B
$22.7 Million 1.31% of portfolio
414,600
Q3 2025 New
$2.52B
$22.6 Million 1.3% of portfolio
475,400
Q3 2025 New
$2.07B
$22 Million 1.27% of portfolio
1,514,604
Q3 2025 Reduced 58.33%
$383M
$20.5 Million 1.18% of portfolio
1,107,770
Q4 2023 Added 4.73%
$3.05B
$19.4 Million 1.12% of portfolio
759,455
Q3 2025 Reduced 47.17%
$880M
$18.7 Million 1.08% of portfolio
822,735
Q2 2025 Added 125.25%
$2.32B
$17.7 Million 1.02% of portfolio
588,700
Q3 2025 New
$1.65B
$16 Million 0.93% of portfolio
832,100
Q3 2025 New
$1.1B
$16.1 Million 0.93% of portfolio
342,391
Q3 2025 Reduced 60.75%
$3.55B
$15.7 Million 0.9% of portfolio
276,692
Q3 2025 New
$646M
$15.4 Million 0.89% of portfolio
2,181,598
Q2 2025 Reduced 38.32%
$1.2B
$15.3 Million 0.88% of portfolio
591,689
Q3 2025 New
$891M
$14.6 Million 0.84% of portfolio
1,246,280
Q3 2025 Reduced 24.73%
$3.69B
$14.5 Million 0.83% of portfolio
331,907
Q3 2025 New
$11.3B
$14.4 Million 0.83% of portfolio
113,335
Q3 2025 New
$766M
$13.7 Million 0.79% of portfolio
472,739
Q3 2025 New
$1.3B
$13.7 Million 0.79% of portfolio
1,771,146
Q3 2025 New
$443M
$11.5 Million 0.66% of portfolio
2,750,092
Q3 2025 Added 550.31%
$2.01B
$11 Million 0.64% of portfolio
736,014
Q3 2025 Reduced 80.95%
$743M
$8.33 Million 0.48% of portfolio
612,841
Q3 2025 New
$17.1B
$6.42 Million 0.37% of portfolio
182,068
Q3 2025 New
$451M
$1.91 Million 0.11% of portfolio
219,488
Q3 2025 New
$55.5M
$1.22 Million 0.07% of portfolio
752,541
Q1 2024 Reduced 4.49%
Repligen Corp
-
$0 0.0% of portfolio
-
Q2 2025 Added 3.06%
Sionna Therapeutics Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 70.97%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $1.73 Billion
  • Prior Value $1.63 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 25 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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