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BRAIDWELL LP

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001920938

$2.70B

disclosed book value

86

positions

5.4%

largest position share

Positions, as of 2026-06-30

top 86 of 86 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1CAICARIS LIFE SCIENCES INC8.3M$147.1M5.4%
2HNGEHINGE HEALTH INC1.3M$110.4M4.1%
3GKOSGLAUKOS CORP591,927$82.7M3.1%
4EWTXEDGEWISE THERAPEUTICS INC2.0M$81.1M3%
5SYRESPYRE THERAPEUTICS INC879,467$78.1M2.9%
6IRTCIRHYTHM HOLDINGS INC654,262$77.8M2.9%
7NEONEOGENOMICS INC4.9M$71.8M2.7%
8KODKODIAK SCIENCES INC1.8M$69.6M2.6%
9XENEXENON PHARMACEUTICALS INC1.1M$68.3M2.5%
10ATEC 0.75 03/15/30ALPHATEC HLDGS INC69.1M$66.2M2.4%
11GLUEMONTE ROSA THERAPEUTICS INC2.5M$59.3M2.2%
12DNTHDIANTHUS THERAPEUTICS INC594,562$58.0M2.1%
13NBIXNEUROCRINE BIOSCIENCES INC336,171$56.7M2.1%
14ATECALPHATEC HLDGS INC6.5M$56.5M2.1%
15GENBGENERATE BIOMEDICINES INC3.3M$55.4M2%
16MRVIMARAVAI LIFESCIENCES HLDGS I8.7M$54.3M2%
17KRYSKRYSTAL BIOTECH INC128,975$47.9M1.8%
18HUMHUMANA INC114,500$45.5M1.7%
19TMOTHERMO FISHER SCIENTIFIC INC89,395$44.8M1.7%
20KYMRKYMERA THERAPEUTICS INC378,163$43.4M1.6%
21RYTMRHYTHM PHARMACEUTICALS INC381,128$42.3M1.6%
22DMRADAMORA THERAPEUTICS INC1.6M$42.1M1.6%
23ACADACADIA PHARMACEUTICALS INC1.6M$41.7M1.5%
24BTSGBRIGHTSPRING HEALTH SVCS INC596,753$41.6M1.5%
25TMDXTRANSMEDICS GROUP INC609,715$40.5M1.5%
26MBXMBX BIOSCIENCES INC710,880$39.2M1.5%
27CLYMCLIMB BIO INC2.8M$36.5M1.3%
28CDNACAREDX INC1.2M$34.8M1.3%
29MAZEMAZE THERAPEUTICS INC1.1M$34.0M1.3%
30DRUGBRIGHT MINDS BIOSCIENCES INC483,822$34.0M1.3%
31ACHCACADIA HEALTHCARE COMPANY IN1.1M$33.7M1.2%
32NKTRNEKTAR THERAPEUTICS473,617$33.1M1.2%
33CRVSCORVUS PHARMACEUTICALS INC2.1M$31.8M1.2%
34NRIXNURIX THERAPEUTICS INC1.3M$31.2M1.2%
35INSPINSPIRE MED SYS INC677,570$30.2M1.1%
36AVTXAVALO THERAPEUTICS INC1.6M$30.1M1.1%
37ALMRALAMAR BIOSCIENCES INC1.1M$29.4M1.1%
38DHRDANAHER CORP DEL150,627$28.7M1.1%
39ISRGINTUITIVE SURGICAL INC70,137$27.9M1%
40ORKAORUKA THERAPEUTICS INC278,164$26.5M1%
41AVLNAVALYN PHARMACEUTICALS INC801,395$26.4M1%
42AVAHAVEANNA HEALTHCARE HLDGS INC3.1M$26.3M1%
43BIOABIOAGE LABS INC1.0M$25.3M0.9%
44BSXBOSTON SCIENTIFIC CORP587,567$25.1M0.9%
45VERAVERA THERAPEUTICS INC564,724$24.2M0.9%
46RGENREPLIGEN CORP177,100$24.2M0.9%
47ZURAZURA BIO LTD4.0M$23.5M0.9%
48GHGUARDANT HEALTH INC147,850$22.2M0.8%
49EOLSEVOLUS INC3.2M$21.9M0.8%
50NTRANATERA INC79,500$21.6M0.8%
51KIDSORTHOPEDIATRICS CORP1.1M$21.1M0.8%
52ELVELEVANCE HEALTH INC FORMERLY53,960$20.9M0.8%
53TECXTECTONIC THERAPEUTIC INC596,900$20.5M0.8%
54DYNDYNE THERAPEUTICS INC921,598$20.5M0.8%
55NEO 0.25 01/15/28NEOGENOMICS INC18.0M$16.9M0.6%
56IMCRIMMUNOCORE HLDGS PLC521,327$16.6M0.6%
57RGEN 1 12/15/28REPLIGEN CORP16.0M$16.4M0.6%
58ARGXARGENX SE17,707$16.4M0.6%
59CLDXCELLDEX THERAPEUTICS INC NEW436,646$16.2M0.6%
60OVIDOVID THERAPEUTICS INC5.9M$15.9M0.6%
61MNKDMANNKIND CORP3.5M$14.7M0.5%
62QUREUNIQURE NV301,652$13.9M0.5%
63XFORX4 PHARMACEUTICALS INC2.9M$13.6M0.5%
64ORICORIC PHARMACEUTICALS INC1.2M$13.2M0.5%
65KNSAKINIKSA PHARMACEUTICALS INTL183,822$11.8M0.4%
66OCSOCULIS HOLDING AG834,183$11.6M0.4%
67ACRSACLARIS THERAPEUTICS INC2.1M$11.3M0.4%
68SPTXSEAPORT THERAPEUTICS INC500,000$10.9M0.4%
69VORVOR BIOPHARMA INC573,104$10.6M0.4%
70SRZNSURROZEN INC390,753$10.1M0.4%
71IMUXIMMUNIC INC645,010$9.9M0.4%
72HLXCHELIX ACQUISITION CORP III900,000$9.5M0.4%
73IONSIONIS PHARMACEUTICALS INC116,762$9.3M0.3%
74DGXQUEST DIAGNOSTICS INC43,200$9.2M0.3%
75ANLADLAI NORTYE LTD795,214$9.1M0.3%
76TENXTENAX THERAPEUTICS INC584,412$8.5M0.3%
77KARDKARDIGAN INC300,000$7.2M0.3%
78AMANAMANAT ACQUISITION CORP700,000$7.1M0.3%
79COAGHEMAB THERAPEUTICS HLDGS INC160,000$5.9M0.2%
80GHRSGH RESEARCH PLC207,240$5.6M0.2%
81WATWATERS CORP14,040$5.3M0.2%
82RACCRESEARCH ALLIANCE CORP III400,000$4.3M0.2%
83JATTJATT II ACQUISITION CORP250,000$2.8M0.1%
84LUNGPULMONX CORP752,541$978,3030%
85MNLOUSDVYNE THERAPEUTICS INC916,077$596,0910%
86CYCNCYCLERION THERAPEUTICS INC156,890$531,8570%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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