Braidwell LP Portfolio Holdings by Sector
Braidwell LP
- $3.1 Trillion
- Q1 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Biotechnology | Healthcare
ARGX PCVX LEGN MRVI VKTX XENE KROS DAWN 24 stocks |
$776 Million
51.49% of portfolio
|
14
|
7
|
11
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
PEN IRTC ALGN TMDX GKOS FNA KIDS NVRO 11 stocks |
$399 Million
26.47% of portfolio
|
5
|
3
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
NBIX AVDL IRWD DCPH HROW 5 stocks |
$187 Million
12.43% of portfolio
|
3
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
GH TMO 2 stocks |
$78.5 Million
5.21% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG RGEN 2 stocks |
$66.4 Million
4.4% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|