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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.56B
$107 Billion 3.02% of portfolio
2,707,255
Q3 2024 Added 5.73%
$12B
$106 Billion 3.0% of portfolio
917,674
Q3 2024 Added 20.9%
$3.38B
$90.1 Billion 2.55% of portfolio
3,125,183
Q3 2024 Added 410.82%
$17.6B
$79.3 Billion 2.25% of portfolio
311,679
Q3 2024 Added 13.25%
$3.34B
$76.7 Billion 2.17% of portfolio
3,342,124
Q3 2024 Added 19.02%
$6.85B
$75.1 Billion 2.13% of portfolio
1,541,551
Q3 2024 Reduced 7.68%
$4.03B
$73.2 Billion 2.08% of portfolio
1,156,977
Q3 2024 Added 4.52%
$9.28B
$70.2 Billion 1.99% of portfolio
361,428
Q3 2024 Added 70.01%
$687M
$69.4 Billion 1.97% of portfolio
8,353,287
Q3 2024 Reduced 7.43%
$1.01B
$67.9 Billion 1.92% of portfolio
4,873,853
Q3 2024 Added 60.54%
$7.91B
$59 Billion 1.67% of portfolio
396,781
Q3 2024 Added 22.65%
$2.22B
$58.1 Billion 1.65% of portfolio
782,557
Q3 2024 Added 48.67%
$33.5B
$52.4 Billion 1.49% of portfolio
96,724
Q3 2024 Reduced 42.06%
$2.03B
$52.3 Billion 1.48% of portfolio
1,958,310
Q3 2024 New
$5.43B
$50.4 Billion 1.43% of portfolio
238,911
Q3 2024 Reduced 37.04%
$10B
$46.3 Billion 1.31% of portfolio
370,400
Q3 2024 Added 352.26%
$1.44B
$41.1 Billion 1.16% of portfolio
707,240
Q3 2024 Reduced 27.99%
$6.85B
$40.6 Billion 1.15% of portfolio
311,616
Q3 2024 Reduced 37.25%
$5.94B
$39 Billion 1.11% of portfolio
183,818
Q3 2024 New
$5.25B
$34 Billion 0.96% of portfolio
297,568
Q3 2024 Reduced 63.19%
$736M
$33.7 Billion 0.95% of portfolio
3,070,837
Q3 2024 Added 203.03%
$1.38B
$31.6 Billion 0.9% of portfolio
1,284,472
Q3 2024 Added 148.34%
$4.89B
$30.7 Billion 0.87% of portfolio
168,691
Q3 2024 Added 57.39%
$603M
$30 Billion 0.85% of portfolio
1,107,770
Q4 2023 Added 4.73%
$28.1B
$29.6 Billion 0.84% of portfolio
441,086
Q3 2024 New
$27.5B
$29.4 Billion 0.83% of portfolio
247,750
Q3 2024 New
$771M
$27.6 Billion 0.78% of portfolio
4,135,109
Q3 2024 Reduced 0.36%
$571M
$24.8 Billion 0.7% of portfolio
3,499,427
Q3 2024 Added 16.38%
$1.05B
$22.5 Billion 0.64% of portfolio
4,041,065
Q3 2024 Added 84.11%
$572M
$19.7 Billion 0.56% of portfolio
1,176,173
Q3 2024 Added 567.62%
$1.16B
$19.8 Billion 0.56% of portfolio
439,638
Q3 2024 Added 47.93%
$680M
$19.5 Billion 0.55% of portfolio
2,239,770
Q3 2024 Added 36.26%
$9.36B
$19.5 Billion 0.55% of portfolio
286,178
Q3 2024 Reduced 74.93%
$579M
$18.8 Billion 0.53% of portfolio
1,647,565
Q3 2024 New
$527M
$18.3 Billion 0.52% of portfolio
4,438,232
Q2 2024 Added 27.18%
$129B
$15.9 Billion 0.45% of portfolio
189,200
Q3 2024 New
$252M
$13.2 Billion 0.38% of portfolio
1,225,448
Q3 2024 Added 231.69%
$197M
$13.2 Billion 0.37% of portfolio
884,306
Q3 2024 Added 71.16%
$325M
$10.1 Billion 0.29% of portfolio
2,158,245
Q3 2024 Reduced 9.34%
$18.2B
$9.89 Billion 0.28% of portfolio
42,500
Q3 2024 New
$784M
$9.47 Billion 0.27% of portfolio
331,986
Q3 2024 Reduced 20.21%
$160M
$9.5 Billion 0.27% of portfolio
1,698,768
Q2 2024 Reduced 4.37%
$1.49B
$9.38 Billion 0.27% of portfolio
466,448
Q3 2024 New
$3.47B
$7.6 Billion 0.22% of portfolio
298,400
Q3 2024 Reduced 13.65%
$253M
$6.24 Billion 0.18% of portfolio
752,541
Q1 2024 Reduced 4.49%
$214M
$5.83 Billion 0.17% of portfolio
4,049,694
Q3 2024 Reduced 20.91%
$169M
$3.82 Billion 0.11% of portfolio
1,069,158
Q3 2024 New
$291M
$3.02 Billion 0.09% of portfolio
623,980
Q3 2024 New
$1.35B
$2.05 Billion 0.06% of portfolio
217,928
Q3 2024 Reduced 85.14%

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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