13FBOX
BRAIDWELL LP · 13F Holdings
Options Calculator Rankings

BRAIDWELL LP

No.1461 Data as of 2026Q2
Latest AUM (Q2 2026)
$2.70B
QoQ Change Q1 2026
-$294.3M-9.8%
Holdings
86
New Buys
24
Adds
21
Reduces
36
Exits
26
Unchanged
5
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CCARIS LIFE SCIENCES INC COMCAI
5.44%4.78%$147.1M8.3M$143.2M8.0M+246,585+3.08%Add
HHINGE HEALTH INCHNGE
4.08%1.87%$110.4M1.3M$56.1M1.5M-124,996-8.59%Reduce
GGLAUKOS CORP COMGKOS
3.06%2.74%$82.7M591,927$82.2M763,505-171,578-22.47%Reduce
EDGEWISE THERAPEUTICS INCEWTX
3%2.47%$81.1M2.0M$73.9M2.3M-350,618-14.94%Reduce
SSPYRE THERAPEUTICS INCSYRE
2.89%1.57%$78.1M879,467$47.1M932,823-53,356-5.72%Reduce
IRHYTHM HOLDINGS INCIRTC
2.88%2.4%$77.8M654,262$72.0M610,192+44,070+7.22%Add
NEOGENOMICS INCNEO
2.65%1.39%$71.8M4.9M$41.7M5.6M-699,200-12.45%Reduce
KKODIAK SCIENCES INCKOD
2.58%2.31%$69.6M1.8M$69.3M1.8M-31,347-1.72%Reduce
XENON PHARMACEUTICALS INCXENE
2.53%2.6%$68.3M1.1M$77.8M1.3M-207,000-15.47%Reduce
AAlphatec Holdings, Inc.ATEC
2.45%2.11%$66.2M69.1M$63.4M61.6M+7.5M+12.17%Add
MMONTE ROSA THERAPEUTICS INCGLUE
2.19%1.76%$59.3M2.5M$52.7M3.2M-755,012-23.55%Reduce
DDIANTHUS THERAPEUTICS INCDNTH
2.14%2.52%$58.0M594,562$75.5M899,364-304,802-33.89%Reduce
NEUROCRINE BIOSCIENCES INCNBIX
2.1%2.87%$56.7M336,171$85.9M652,121-315,950-48.45%Reduce
ALPHATEC HLDGS INCATEC
2.09%0.79%$56.5M6.5M$23.6M2.2M+4.4M+200.61%Add
GGENERATE BIOMEDICINES INGENB
2.05%1.5%$55.4M3.3M$44.9M3.6M-309,155-8.60%Reduce
MMARAVAI LIFESCIENCES HLDGS INC COM CL AMRVI
2.01%0.97%$54.3M8.7M$29.0M10.2M-1.5M-15.01%Reduce
KRYSTAL BIOTECH INCKRYS
1.77%1.57%$47.9M128,975$47.1M182,425-53,450-29.30%Reduce
HUMANA INC COMHUM
1.68%$45.5M114,500$00+114,500New Buy
TTHERMO FISHER SCIENTIFIC INCTMO
1.66%1.52%$44.8M89,395$45.7M92,915-3,520-3.79%Reduce
KYMERA THERAPEUTICS INCKYMR
1.6%0.94%$43.4M378,163$28.1M337,559+40,604+12.03%Add
RHYTHM PHARMACEUTICALS INCRYTM
1.57%0.9%$42.3M381,128$27.0M310,628+70,500+22.70%Add
DDAMORA THERAPEUTICS INCDMRA
1.56%0.77%$42.1M1.6M$23.2M894,846+725,531+81.08%Add
AACADIA PHARMACEUTICALS INC COMACAD
1.54%1.84%$41.7M1.6M$55.0M2.5M-824,800-33.38%Reduce
BBRIGHTSPRING HEALTH SVCS INCBTSG
1.54%1.44%$41.6M596,753$43.3M1.0M-419,809-41.30%Reduce
TTRANSMEDICS GROUP INCTMDX
1.5%1.09%$40.5M609,715$32.7M329,391+280,324+85.10%Add
MMBX BIOSCIENCES INCMBX
1.45%1.49%$39.2M710,880$44.6M1.5M-781,587-52.37%Reduce
CCLIMB BIO INC COMCLYM
1.35%0.35%$36.5M2.8M$10.5M1.5M+1.3M+82.87%Add
CCAREDX INCCDNA
1.29%1.26%$34.8M1.2M$37.7M2.2M-952,544-43.83%Reduce
MMAZE THERAPEUTICS INCMAZE
1.26%$34.0M1.1M$00+1.1MNew Buy
BBRIGHT MINDS BIOSCIENCES INCDRUG
1.26%1.31%$34.0M483,822$39.4M539,708-55,886-10.35%Reduce
ACADIA HEALTHCARE COMPANY INACHC
1.25%0.5%$33.7M1.1M$15.1M645,900+495,577+76.73%Add
NEKTAR THERAPEUTICS COM NEWNKTR
1.22%0.53%$33.1M473,617$16.0M222,701+250,916+112.67%Add
CORVUS PHARMACEUTICALS ICRVS
1.18%0.86%$31.8M2.1M$25.6M1.8M+373,500+21.31%Add
NURIX THERAPEUTICS INCNRIX
1.15%0.91%$31.2M1.3M$27.1M1.8M-463,997-26.50%Reduce
IINSPIRE MED SYS INCINSP
1.12%1.17%$30.2M677,570$34.9M677,57000.00%Unchanged
AVALO THERAPEUTICSAVTX
1.11%$30.1M1.6M$00+1.6MNew Buy
AALAMAR BIOSCIENCES INCALMR
1.09%$29.4M1.1M$00+1.1MNew Buy
DANAHER CORP DEL COMDHR
1.06%0.88%$28.7M150,627$26.4M139,327+11,300+8.11%Add
INTUITIVE SURGICAL INCISRG
1.03%1.19%$27.9M70,137$35.6M77,297-7,160-9.26%Reduce
OORUKA THERAPEUTICS INC COMORKA
0.98%$26.5M278,164$00+278,164New Buy
AAVALYN PHARMACEUTICALS INCAVLN
0.98%$26.4M801,395$00+801,395New Buy
AAVEANNA HEALTHCARE HLDGS INCAVAH
0.97%0.47%$26.3M3.1M$14.2M2.2M+861,600+39.10%Add
BBIOAGE LABS INCBIOA
0.94%0.7%$25.3M1.0M$21.0M1.2M-167,458-13.95%Reduce
BOSTON SCIENTIFIC CORP COMBSX
0.93%0.73%$25.1M587,567$21.7M346,467+241,100+69.59%Add
VVERA THERAPEUTICS INCVERA
0.9%0.7%$24.2M564,724$21.1M523,824+40,900+7.81%Add
RREPLIGEN CORPRGEN
0.89%0.19%$24.2M177,100$5.6M47,500+129,600+272.84%Add
ZURA BIO LTD CLASS A ORD SHSZURA
0.87%0.79%$23.5M4.0M$23.7M4.0M-8,694-0.22%Reduce
GUARDANT HEALTH INCGH
0.82%1.54%$22.2M147,850$46.2M499,712-351,862-70.41%Reduce
EEVOLUS INC COMEOLS
0.81%0.43%$21.9M3.2M$12.8M3.1M+50,000+1.61%Add
NATERA INCNTRA
0.8%0.86%$21.6M79,500$25.8M129,000-49,500-38.37%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow