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
$12.3B
$132 Million 8.09% of portfolio
1,191,925
Q1 2025 Added 32.17%
$6.43B
$101 Million 6.2% of portfolio
2,977,951
Q4 2024 Added 93.18%
$37.3B
$95.2 Million 5.84% of portfolio
160,849
Q1 2025 Added 99.15%
$2.14B
$90.9 Million 5.58% of portfolio
2,709,875
Q1 2025 Reduced 7.0%
$10.9B
$84.3 Million 5.17% of portfolio
530,530
Q1 2025 Added 41.41%
$3.52B
$72.3 Million 4.43% of portfolio
400,744
Q1 2025 Added 99.87%
$183B
$63.6 Million 3.9% of portfolio
127,733
Q1 2025 Added 42.31%
$145B
$63.4 Million 3.89% of portfolio
309,339
Q1 2025 New
$4.19B
$61.5 Million 3.77% of portfolio
624,435
Q1 2025 Added 116.16%
$3.38B
$59.6 Million 3.66% of portfolio
840,945
Q1 2025 Added 248.6%
$4.81B
$58.2 Million 3.57% of portfolio
556,391
Q1 2025 Reduced 21.12%
$4B
$57.5 Million 3.53% of portfolio
854,884
Q1 2025 Reduced 7.29%
$4.72B
$56.5 Million 3.47% of portfolio
1,327,327
Q1 2025 Reduced 53.39%
$868M
$54.1 Million 3.32% of portfolio
2,458,808
Q1 2025 Added 5.43%
$2.53B
$48.2 Million 2.96% of portfolio
302,410
Q1 2025 Added 3.07%
$169B
$43.6 Million 2.67% of portfolio
88,000
Q1 2025 Added 16.87%
$7.73B
$38.9 Million 2.39% of portfolio
439,968
Q1 2025 New
$542M
$37.9 Million 2.32% of portfolio
3,621,344
Q1 2025 Added 431.63%
$2.66B
$36.1 Million 2.22% of portfolio
1,652,334
Q1 2025 Reduced 21.27%
$1.58B
$35.7 Million 2.19% of portfolio
4,803,794
Q1 2025 New
$2.59B
$34.7 Million 2.13% of portfolio
1,435,955
Q1 2025 Reduced 2.95%
$9.1B
$29.4 Million 1.81% of portfolio
110,128
Q1 2025 Reduced 40.09%
$505M
$28 Million 1.72% of portfolio
3,536,853
Q1 2025 Reduced 27.43%
$462M
$27.3 Million 1.67% of portfolio
1,107,770
Q4 2023 Added 4.73%
$881M
$25.5 Million 1.56% of portfolio
956,839
Q1 2025 Added 5.49%
$308M
$18.5 Million 1.13% of portfolio
8,353,287
Q3 2024 Reduced 7.43%
$475M
$17.6 Million 1.08% of portfolio
1,655,690
Q1 2025 Added 168.99%
$10.4B
$16.6 Million 1.02% of portfolio
106,713
Q1 2025 New
$5.8B
$16.1 Million 0.99% of portfolio
48,690
Q1 2025 New
$1.47B
$15 Million 0.92% of portfolio
234,500
Q1 2025 Reduced 35.74%
$312M
$14.3 Million 0.87% of portfolio
1,461,826
Q1 2025 Reduced 1.03%
$6.43B
$10.4 Million 0.64% of portfolio
81,656
Q1 2025 Reduced 71.23%
$123M
$9.74 Million 0.6% of portfolio
6,622,584
Q1 2025 Added 21.73%
$634M
$8.94 Million 0.55% of portfolio
884,306
Q3 2024 Added 71.16%
$369M
$7.42 Million 0.46% of portfolio
980,773
Q1 2025 Reduced 16.61%
$535M
$7.31 Million 0.45% of portfolio
365,247
Q1 2025 New
$61.1M
$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
$433M
$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
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