13FBOX
BRAIDWELL LP · 13F 持仓分析
期权收益计算器 机构排行

BRAIDWELL LP

No.1461 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$27.03亿
环比变动 Q1 2026
-$2.94亿-9.8%
持仓股票数
86
新买入
24
加仓
21
减仓
36
清仓
26
持股不变
5
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
CCARIS LIFE SCIENCES INC COMCAI
5.44%4.78%$1.47亿825.6万股$1.43亿800.9万股+24.7万股+3.08%加仓
HHINGE HEALTHHNGE
4.08%1.87%$1.10亿133.0万股$5,611.0万145.5万股-12.5万股-8.59%减仓
GGLAUKOS COMGKOS
3.06%2.74%$8,272.8万59.2万股$8,219.9万76.4万股-17.2万股-22.47%减仓
EDGEWISE THERAPEUTICSEWTX
3%2.47%$8,113.7万199.7万股$7,394.9万234.8万股-35.1万股-14.94%减仓
SSPYRE THERAPEUTICSSYRE
2.89%1.57%$7,807.9万87.9万股$4,705.2万93.3万股-5.3万股-5.72%减仓
IRHYTHMIRTC
2.88%2.4%$7,782.4万65.4万股$7,201.5万61.0万股+4.4万股+7.22%加仓
NEOGENOMICSNEO
2.65%1.39%$7,175.7万491.8万股$4,168.1万561.7万股-69.9万股-12.45%减仓
KKODIAK SCIENCESKOD
2.58%2.31%$6,963.4万178.7万股$6,932.8万181.9万股-3.1万股-1.72%减仓
XENON PHARMACEUTICALSXENE
2.53%2.6%$6,829.4万113.1万股$7,783.1万133.8万股-20.7万股-15.47%减仓
AAlphatec,ATEC
2.45%2.11%$6,618.3万6,912.1万股$6,339.0万6,162.1万股+750.0万股+12.17%加仓
MMONTE ROSA THERAPEUTICSGLUE
2.19%1.76%$5,932.8万245.2万股$5,274.8万320.7万股-75.5万股-23.55%减仓
DDIANTHUS THERAPEUTICSDNTH
2.14%2.52%$5,795.8万59.5万股$7,547.5万89.9万股-30.5万股-33.89%减仓
NeurocrineNBIX
2.1%2.87%$5,665.7万33.6万股$8,591.0万65.2万股-31.6万股-48.45%减仓
ALPHATECATEC
2.09%0.79%$5,649.7万653.1万股$2,363.9万217.3万股+435.9万股+200.61%加仓
GGENERATE BIOMEDICINES INGENB
2.05%1.5%$5,539.8万328.4万股$4,491.2万359.3万股-30.9万股-8.60%减仓
MMARAVAI LIFESCIENCES HLDGS INC COM CL AMRVI
2.01%0.97%$5,430.6万870.3万股$2,898.0万1,024.0万股-153.7万股-15.01%减仓
KRYSTAL BIOTECHKRYS
1.77%1.57%$4,793.6万12.9万股$4,712.4万18.2万股-5.3万股-29.30%减仓
HUMANA COMHUM
1.68%$4,548.2万11.5万股$00股+11.5万股新买入
T赛默飞世尔TMO
1.66%1.52%$4,481.9万8.9万股$4,567.1万9.3万股-3,520股-3.79%减仓
KYMERA THERAPEUTICSKYMR
1.6%0.94%$4,336.4万37.8万股$2,811.5万33.8万股+4.1万股+12.03%加仓
RHYTHM PHARMACEUTICALSRYTM
1.57%0.9%$4,231.7万38.1万股$2,701.5万31.1万股+7.1万股+22.70%加仓
DDAMORA THERAPEUTICSDMRA
1.56%0.77%$4,214.6万162.0万股$2,317.7万89.5万股+72.6万股+81.08%加仓
AACADIA PHARMACEUTICALS INC COMACAD
1.54%1.84%$4,165.4万164.6万股$5,500.9万247.1万股-82.5万股-33.38%减仓
BBRIGHTSPRING HEALTH SVCSBTSG
1.54%1.44%$4,161.8万59.7万股$4,331.6万101.7万股-42.0万股-41.30%减仓
TTRANSMEDICSTMDX
1.5%1.09%$4,049.7万61.0万股$3,274.5万32.9万股+28.0万股+85.10%加仓
MMBX BIOSCIENCESMBX
1.45%1.49%$3,924.1万71.1万股$4,455.0万149.2万股-78.2万股-52.37%减仓
CCLIMB BIO INC COMCLYM
1.35%0.35%$3,647.8万279.7万股$1,047.8万153.0万股+126.8万股+82.87%加仓
CCAREDXCDNA
1.29%1.26%$3,478.7万122.1万股$3,772.6万217.3万股-95.3万股-43.83%减仓
MMAZE THERAPEUTICSMAZE
1.26%$3,401.9万114.0万股$00股+114.0万股新买入
BBRIGHT MINDS BIOSCIENCESDRUG
1.26%1.31%$3,396.4万48.4万股$3,938.2万54.0万股-5.6万股-10.35%减仓
ACADIA HEALTHCARE INACHC
1.25%0.5%$3,370.8万114.1万股$1,510.8万64.6万股+49.6万股+76.73%加仓
NEKTAR THERAPEUTICS COM NEWNKTR
1.22%0.53%$3,306.3万47.4万股$1,602.3万22.3万股+25.1万股+112.67%加仓
CORVUS PHARMACEUTICALS ICRVS
1.18%0.86%$3,176.7万212.6万股$2,564.3万175.3万股+37.4万股+21.31%加仓
NURIX THERAPEUTICSNRIX
1.15%0.91%$3,121.7万128.7万股$2,713.7万175.1万股-46.4万股-26.50%减仓
IINSPIRE MED SYSINSP
1.12%1.17%$3,022.6万67.8万股$3,494.9万67.8万股00.00%持仓不变
AVALO THERAPEUTICSAVTX
1.11%$3,010.7万162.9万股$00股+162.9万股新买入
AALAMAR BIOSCIENCES INCALMR
1.09%$2,936.5万108.4万股$00股+108.4万股新买入
DANAHER DEL COMDHR
1.06%0.88%$2,869.1万15.1万股$2,641.6万13.9万股+1.1万股+8.11%加仓
直觉外科ISRG
1.03%1.19%$2,789.2万7.0万股$3,563.3万7.7万股-7,160股-9.26%减仓
OORUKA THERAPEUTICS INC COMORKA
0.98%$2,647.3万27.8万股$00股+27.8万股新买入
AAVALYN PHARMACEUTICALS INCAVLN
0.98%$2,638.2万80.1万股$00股+80.1万股新买入
AAVEANNA HEALTHCAREAVAH
0.97%0.47%$2,626.8万306.5万股$1,419.1万220.4万股+86.2万股+39.10%加仓
BBIOAGE LABSBIOA
0.94%0.7%$2,532.2万103.3万股$2,099.8万120.1万股-16.7万股-13.95%减仓
BOSTON SCIENTIFIC COMBSX
0.93%0.73%$2,507.7万58.8万股$2,174.1万34.6万股+24.1万股+69.59%加仓
VVERA THERAPEUTICSVERA
0.9%0.7%$2,423.2万56.5万股$2,107.3万52.4万股+4.1万股+7.81%加仓
RREPLIGENRGEN
0.89%0.19%$2,416.4万17.7万股$559.6万4.8万股+13.0万股+272.84%加仓
ZURA BIO LTD CLASS A ORD SHSZURA
0.87%0.79%$2,348.4万398.0万股$2,373.4万398.9万股-8,694股-0.22%减仓
Guardant HealthGH
0.82%1.54%$2,218.2万14.8万股$4,615.8万50.0万股-35.2万股-70.41%减仓
EEVOLUS INC COMEOLS
0.81%0.43%$2,189.7万315.5万股$1,276.2万310.5万股+5.0万股+1.61%加仓
NateraNTRA
0.8%0.86%$2,158.0万8.0万股$2,579.9万12.9万股-5.0万股-38.37%减仓

🧭 机构资金流板块热力图

净流出 净流入