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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$706M
$69.4 Billion 1.97% of portfolio
8,353,287
Q3 2024 Reduced 7.43%
$940M
$67.9 Billion 1.92% of portfolio
4,873,853
Q3 2024 Added 60.54%
$1.94B
$52.3 Billion 1.48% of portfolio
1,958,310
Q3 2024 New
$439M
$41.1 Billion 1.16% of portfolio
707,240
Q3 2024 Reduced 27.99%
$616M
$33.7 Billion 0.95% of portfolio
3,070,837
Q3 2024 Added 203.03%
$983M
$31.6 Billion 0.9% of portfolio
1,284,472
Q3 2024 Added 148.34%
$512M
$30 Billion 0.85% of portfolio
1,107,770
Q4 2023 Added 4.73%
$770M
$27.6 Billion 0.78% of portfolio
4,135,109
Q3 2024 Reduced 0.36%
$500M
$24.8 Billion 0.7% of portfolio
3,499,427
Q3 2024 Added 16.38%
$979M
$22.5 Billion 0.64% of portfolio
4,041,065
Q3 2024 Added 84.11%
$529M
$19.7 Billion 0.56% of portfolio
1,176,173
Q3 2024 Added 567.62%
$926M
$19.8 Billion 0.56% of portfolio
439,638
Q3 2024 Added 47.93%
$654M
$19.5 Billion 0.55% of portfolio
2,239,770
Q3 2024 Added 36.26%
$522M
$18.8 Billion 0.53% of portfolio
1,647,565
Q3 2024 New
$682M
$18.3 Billion 0.52% of portfolio
4,438,232
Q2 2024 Added 27.18%
$724M
$9.47 Billion 0.27% of portfolio
331,986
Q3 2024 Reduced 20.21%
$344M
$3.02 Billion 0.09% of portfolio
623,980
Q3 2024 New
$1.16B
$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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