Institutional Fund
Braidwell LP
Stamford, CTCIK 19209385 filings on record
Portfolio Value
$2.63B
Q1 2026
Holdings
82
Reported positions
New Buys
28
Opened this quarter
QoQ Change
+0.6%
from $2.61B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Caris Life Sciences Inc5.5%
- Neurocrine Biosciences Inc3.3%
- Glaukos Corp3.1%
- Centessa Pharmaceuticals PLC3.0%
- Xenon Pharmaceuticals Inc3.0%
- Dianthus Therapeutics Inc2.9%
- Other79.3%
Portfolio Holdings
82 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Caris Life Sciences Inc | 8.01M | $143.21M | 5.5% | +193.3K | Added |
| 2 | Neurocrine Biosciences Inc | 652.1K | $85.91M | 3.3% | −99.4K | Reduced |
| 3 | Glaukos Corp | 763.5K | $82.20M | 3.1% | −158.5K | Reduced |
| 4 | Centessa Pharmaceuticals PLC | 1.99M | $78.91M | 3.0% | −201.6K | Reduced |
| 5 | Xenon Pharmaceuticals Inc | 1.34M | $77.83M | 3.0% | −486.6K | Reduced |
| 6 | Dianthus Therapeutics Inc | 899.4K | $75.47M | 2.9% | −374.6K | Reduced |
| 7 | Edgewise Therapeutics Inc | 2.35M | $73.95M | 2.8% | −2.86M | Reduced |
| 8 | Irhythm Technologies Inc | 610.2K | $72.01M | 2.7% | +392.8K | Added |
| 9 | Nuvalent Inc | 700.4K | $71.76M | 2.7% | −121.0K | Reduced |
| 10 | Kodiak Sciences Inc | 1.82M | $69.33M | 2.6% | −254.1K | Reduced |
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