Braidwell LP Portfolio Holdings by Sector
Braidwell LP
- $1.63 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Biotechnology | Healthcare
XENE ARGX KRYS LEGN NUVL EWTX ADPT VKTX 16 stocks |
$783,457
47.98% of portfolio
|
7
|
6
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ALGN INSP GKOS IRTC ATEC TMDX PEN KIDS 10 stocks |
$418,482
25.63% of portfolio
|
3
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO GH CSTL 4 stocks |
$176,336
10.8% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
NBIX HROW 2 stocks |
$172,491
10.56% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG RGEN 2 stocks |
$66,668
4.08% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$15,411
0.94% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|