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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$656M
$19.5 Billion 0.55% of portfolio
2,239,770
Q3 2024 Added 36.26%
Amphastar Pharmaceuticals In
-
$19.5 Billion 0.55% of portfolio
-
Q3 2024 New
$9.36B
$19.5 Billion 0.55% of portfolio
286,178
Q3 2024 Reduced 74.93%
$578M
$18.8 Billion 0.53% of portfolio
1,647,565
Q3 2024 New
$527M
$18.3 Billion 0.52% of portfolio
4,438,232
Q2 2024 Added 27.18%
$129B
$15.9 Billion 0.45% of portfolio
189,200
Q3 2024 New
$259M
$13.2 Billion 0.38% of portfolio
1,225,448
Q3 2024 Added 231.69%
Dianthus Therapeutics Inc
-
$13.5 Billion 0.38% of portfolio
-
Q3 2024 Added 34.57%
$190M
$13.2 Billion 0.37% of portfolio
884,306
Q3 2024 Added 71.16%
Oruka Therapeutics Inc
-
$12.6 Billion 0.36% of portfolio
-
Q3 2024 New
Haemonetics Corp Mass
-
$10.6 Billion 0.3% of portfolio
-
Q2 2024 Reduced 46.51%
$325M
$10.1 Billion 0.29% of portfolio
2,158,245
Q3 2024 Reduced 9.34%
$18.2B
$9.89 Billion 0.28% of portfolio
42,500
Q3 2024 New
Zura Bio LTD
-
$10 Billion 0.28% of portfolio
-
Q3 2024 New
$759M
$9.47 Billion 0.27% of portfolio
331,986
Q3 2024 Reduced 20.21%
$160M
$9.5 Billion 0.27% of portfolio
1,698,768
Q2 2024 Reduced 4.37%
Jasper Therapeutics Inc
-
$9.09 Billion 0.26% of portfolio
-
Q3 2024 New
$3.47B
$7.6 Billion 0.22% of portfolio
298,400
Q3 2024 Reduced 13.65%
Lexeo Therapeutics Inc
-
$6.59 Billion 0.19% of portfolio
-
Q3 2024 Reduced 47.28%
$239M
$6.24 Billion 0.18% of portfolio
752,541
Q1 2024 Reduced 4.49%
$214M
$5.83 Billion 0.17% of portfolio
4,049,694
Q3 2024 Reduced 20.91%
Cutera Inc
-
$4.98 Billion 0.14% of portfolio
-
Q4 2023 New
$155M
$3.82 Billion 0.11% of portfolio
1,069,158
Q3 2024 New
Cutera Inc
-
$4.04 Billion 0.11% of portfolio
-
Q1 2024 Reduced 20.88%
$291M
$3.02 Billion 0.09% of portfolio
623,980
Q3 2024 New
$1.35B
$2.05 Billion 0.06% of portfolio
217,928
Q3 2024 Reduced 85.14%
$60.2M
$1.87 Billion 0.05% of portfolio
1,064,000
Q3 2024 New
$145M
$1.26 Billion 0.04% of portfolio
801,584
Q3 2024 Reduced 90.34%
Dbv Technologies S A
-
$1.14 Billion 0.03% of portfolio
-
Q3 2024 Reduced 33.24%
$13.7M
$284 Million 0.01% of portfolio
473,503
Q3 2024 Reduced 80.89%

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
Track This Portfolio

Track Braidwell LP Portfolio

Follow Braidwell LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Braidwell LP, based on Form 13F filings with the SEC.

News

Stay updated on Braidwell LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email