account_balance
Investment manager · 13F filer · SEC CIK 1920938
Braidwell LP
Reported value$2.7Bas of Jun 30, 2026
Positions86 24 new, 26 sold out
Top 10 weight31.6%CAI alone is 5%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CAICaris Life Sciences Inc
5.4%Added +3%
HNGEHinge Health Inc
4.1%Trimmed −9%
GKOSGlaukos Corp
3.1%Trimmed −22%
EWTXEdgewise Therapeutics Inc
3.0%Trimmed −15%
SYRESpyre Therapeutics Inc
2.9%Trimmed −6%
IRTCIrhythm Holdings Inc
2.9%Added +7%
NEONeogenomics Inc
2.7%Trimmed −12%
KODKodiak Sciences Inc
2.6%
XENEXenon Pharmaceuticals Inc
2.5%Trimmed −15%
Alphatec Hldgs Inc
2.4%Added +12%
GLUEMonte Rosa Therapeutics Inc
2.2%Trimmed −24%
DNTHDianthus Therapeutics Inc
2.1%Trimmed −34%
CAICaris Life Sciences Inc
5.4%Added +3%
HNGEHinge Health Inc
4.1%Trimmed −9%
GKOS3.1%EWTX3.0%SYRE2.9%IRTC2.9%NEO2.7%KOD2.6%XENE2.5%Alphatec Hldgs Inc2.4%
GLUE2.2%DNTH2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CAI Caris Life Sciences Inc 5.4% Added +3%HNGE Hinge Health Inc 4.1% Trimmed −9%GKOS Glaukos Corp 3.1% Trimmed −22%EWTX Edgewise Therapeutics Inc 3.0% Trimmed −15%SYRE Spyre Therapeutics Inc 2.9% Trimmed −6%IRTC Irhythm Holdings Inc 2.9% Added +7%NEO Neogenomics Inc 2.7% Trimmed −12%KOD Kodiak Sciences Inc 2.6% HeldXENE Xenon Pharmaceuticals Inc 2.5% Trimmed −15%
Alphatec Hldgs Inc 2.4% Added +12%
GLUE Monte Rosa Therapeutics Inc 2.2% Trimmed −24%DNTH Dianthus Therapeutics Inc 2.1% Trimmed −34%What changed