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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.9B
$132 Million 8.09% of portfolio
1,191,925
Q1 2025 Added 32.17%
$29.9B
$95.2 Million 5.84% of portfolio
160,849
Q1 2025 Added 99.15%
$13.7B
$84.3 Million 5.17% of portfolio
530,530
Q1 2025 Added 41.41%
$153B
$63.6 Million 3.9% of portfolio
127,733
Q1 2025 Added 42.31%
$142B
$63.4 Million 3.89% of portfolio
309,339
Q1 2025 New
$181B
$43.6 Million 2.67% of portfolio
88,000
Q1 2025 Added 16.87%

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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