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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.8B
$106 Billion 3.0% of portfolio
917,674
Q3 2024 Added 20.9%
$17.5B
$79.3 Billion 2.25% of portfolio
311,679
Q3 2024 Added 13.25%
$32.7B
$52.4 Billion 1.49% of portfolio
96,724
Q3 2024 Reduced 42.06%
$191B
$44.9 Billion 1.27% of portfolio
91,300
Q3 2024 Reduced 9.15%
$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
$129B
$15.9 Billion 0.45% of portfolio
189,200
Q3 2024 New
$18.5B
$9.89 Billion 0.28% of portfolio
42,500
Q3 2024 New

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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