HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 GUARDANT HEALTH INC |
$202,798 | ||
| NOTE 11 1 | 268,252,000 | +18,230,000 | $193,132 |
| GH | 270,000 | +270,000 | $9,666 |
| NEVRO CORP |
$146,103 | ||
| NOTE 2 | 109,251,000 | UNCH | $100,948 |
| NVRO | 1,776,368 | +143,453 | $45,155 |
| BRIDGEBIO PHARMA INC |
$139,646 | ||
| NOTE 2 | 128,338,000 | -15,000,000 | $101,094 |
| NOTE 2 | 62,294,000 | +20,000,000 | $38,552 |
| EXACT SCIENCES CORP |
$134,691 | ||
| NOTE 0 | 131,000,000 | -8,000,000 | $134,691 |
| NOVOCURE LTD |
$118,179 | ||
| NOTE 11 0 | 135,834,000 | +1,500,000 | $118,179 |
| NANOSTRING TECHNOLOGIES INC |
$115,401 | ||
| NOTE 2 | 145,520,000 | UNCH | $115,401 |
| ASCENDIS PHARMA A S |
$113,150 | ||
| NOTE 2 | 124,000,000 | +124,000,000 | $113,150 |
 NEUROCRINE BIOSCIENCES INC |
933,362 | +166,562 | $88,016 |
| NBIX | 933,362 | +166,562 | $88,016 |
| VAXCYTE INC |
1,722,353 | +402,375 | $86,014 |
| PCVX | 1,722,353 | +402,375 | $86,014 |
| ALPHATEC HLDGS INC |
$82,864 | ||
| NOTE 0 | 70,750,000 | -30,500,000 | $82,407 |
| ATEC | 25,431 | +25,431 | $457 |
| ALIGN TECHNOLOGY INC |
224,030 | +16,900 | $79,226 |
| ALGN | 224,030 | +16,900 | $79,226 |
| GLAUKOS CORP |
1,044,392 | -762,259 | $74,371 |
| GKOS | 1,044,392 | -762,259 | $74,371 |
| TRAVERE THERAPEUTICS INC |
$73,305 | ||
| NOTE 2 | 56,031,000 | UNCH | $50,501 |
| NOTE 2 | 28,350,000 | UNCH | $22,804 |
| XENON PHARMACEUTICALS INC |
1,828,353 | -308,757 | $70,392 |
| XENE | 1,828,353 | -308,757 | $70,392 |
| NEOGENOMICS INC |
$62,385 | ||
| NOTE 0 | 48,678,000 | UNCH | $36,083 |
| NOTE 1 | 28,000,000 | -5,000,000 | $26,302 |
| NATERA INC |
1,152,851 | +170,610 | $56,098 |
| NTRA | 1,152,851 | +170,610 | $56,098 |
| DECIPHERA PHARMACEUTICALS IN |
3,646,419 | +405,068 | $51,342 |
| DCPH | 3,646,419 | +405,068 | $51,342 |
| NUVASIVE INC |
$50,067 | ||
| NOTE 0 | 55,323,000 | +18,658,000 | $50,067 |
| IONIS PHARMACEUTICALS INC |
$50,004 | ||
| NOTE 4 0 | 52,740,000 | UNCH | $50,004 |
| IRHYTHM TECHNOLOGIES INC |
478,557 | +24,388 | $49,923 |
| IRTC | 478,557 | +24,388 | $49,923 |
| DICE THERAPEUTICS INC |
1,029,901 | +45,101 | $47,849 |
| DICE | 1,029,901 | +45,101 | $47,849 |
| KEROS THERAPEUTICS INC |
1,143,865 | +1,143,865 | $45,960 |
| KROS | 1,143,865 | +1,143,865 | $45,960 |
| KARYOPHARM THERAPEUTICS INC |
$43,016 | ||
| NOTE 3 | 65,976,000 | UNCH | $43,016 |
| INTUITIVE SURGICAL INC |
123,820 | -99,300 | $42,339 |
| ISRG | 123,820 | -99,300 | $42,339 |
| INSMED INC |
$40,958 | ||
| NOTE 1 | 39,963,000 | UNCH | $38,005 |
| NOTE 0 | 3,500,000 | UNCH | $2,953 |
| MERUS N V |
1,543,162 | +70,078 | $40,631 |
| MRUS | 1,543,162 | +70,078 | $40,631 |
| DAY ONE BIOPHARMACEUTICALS I |
3,361,813 | +201,918 | $40,140 |
| DAWN | 3,361,813 | +201,918 | $40,140 |
| BOSTON SCIENTIFIC CORP |
717,050 | +717,050 | $38,785 |
| BSX | 717,050 | +717,050 | $38,785 |
| LEGEND BIOTECH CORP |
556,301 | -45,500 | $38,401 |
| LEGN | 556,301 | -45,500 | $38,401 |
| PARAGON 28 INC |
2,136,122 | +1,037,400 | $37,895 |
| FNA | 2,136,122 | +1,037,400 | $37,895 |
| BIOGEN INC |
121,942 | -98,800 | $34,735 |
| BIIB | 121,942 | -98,800 | $34,735 |
| ORTHOPEDIATRICS CORP |
761,208 | -237,663 | $33,379 |
| KIDS | 761,208 | -237,663 | $33,379 |
| OUTSET MED INC |
1,460,368 | -293,982 | $31,938 |
| OM | 1,460,368 | -293,982 | $31,938 |
| ACLARIS THERAPEUTICS INC |
2,901,194 | -367,900 | $30,085 |
| ACRS | 2,901,194 | -367,900 | $30,085 |
| AXONICS INC |
573,791 | +407,087 | $28,959 |
| AXNX | 573,791 | +407,087 | $28,959 |
| VIRIDIAN THERAPEUTICS INC |
1,206,300 | +1,206,300 | $28,698 |
| VRDN | 1,206,300 | +1,206,300 | $28,698 |
| KRYSTAL BIOTECH INC |
241,399 | -106,637 | $28,340 |
| KRYS | 241,399 | -106,637 | $28,340 |
| IMMUNOCORE HLDGS PLC |
468,027 | +41,917 | $28,063 |
| IMCR | 468,027 | +41,917 | $28,063 |
| HARROW HEALTH INC |
1,452,538 | UNCH | $27,656 |
| HROW | 1,452,538 | UNCH | $27,656 |
| AMYRIS INC |
$26,192 | ||
| NOTE 1 | 137,850,000 | UNCH | $26,192 |
| ALECTOR INC |
4,131,315 | +925,000 | $24,829 |
| ALEC | 4,131,315 | +925,000 | $24,829 |
| ANAPTYSBIO INC |
1,154,423 | +181,350 | $23,481 |
| ANAB | 1,154,423 | +181,350 | $23,481 |
| DBV TECHNOLOGIES S A |
12,107,785 | UNCH | $23,005 |
| DBVT | 12,107,785 | UNCH | $23,005 |
| PENUMBRA INC |
65,844 | -41,200 | $22,654 |
| PEN | 65,844 | -41,200 | $22,654 |
| ILLUMINA INC |
$22,599 | ||
| NOTE 8 1 | 22,645,000 | +11,545,000 | $22,599 |
| MARAVAI LIFESCIENCES HLDGS I |
1,804,700 | +1,804,700 | $22,432 |
| MRVI | 1,804,700 | +1,804,700 | $22,432 |
| ENANTA PHARMACEUTICALS INC |
1,038,310 | UNCH | $22,220 |
| ENTA | 1,038,310 | UNCH | $22,220 |
| HILLEVAX INC |
1,249,246 | -370,970 | $21,475 |
| HLVX | 1,249,246 | -370,970 | $21,475 |
| CULLINAN ONCOLOGY INC |
1,908,865 | +1,908,865 | $20,539 |
| CGEM | 1,908,865 | +1,908,865 | $20,539 |
| BIOCRYST PHARMACEUTICALS INC |
2,791,880 | +846,746 | $19,655 |
| BCRX | 2,791,880 | +846,746 | $19,655 |
See Full List: All Stocks Held By Braidwell LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Braidwell LP
|
Size ($ in 1000's)
At 06/30/2023: $3,060,427 At 03/31/2023: $3,032,005 Braidwell LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Braidwell LP 13F filings. Link to 13F filings: SEC filings |
