Braidwell LP Portfolio Holdings by Sector
Braidwell LP
- $1.73 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Biotechnology | Healthcare
XENE KRYS NUVL EWTX LEGN ARGX ACAD DYN 25 stocks |
$866,288
49.99% of portfolio
|
13
|
8
|
12
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
INSP GKOS ALGN TMDX IRTC PEN GMED ATEC 10 stocks |
$366,888
21.17% of portfolio
|
5
|
3
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO CDNA EXAS CSTL NEO 6 stocks |
$203,413
11.74% of portfolio
|
3
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
NBIX HROW 2 stocks |
$139,716
8.06% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG RGEN 2 stocks |
$84,394
4.87% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
THC EHC 2 stocks |
$39,104
2.26% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CVS 1 stocks |
$33,066
1.91% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|