Titelia

Holdings of BRAIDWELL LP

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Net assets
-
Positions
75 in 3 countries
Top ten
33.9 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1CARIS LIFE SCIENCES INC 8,009,447143.2M $
2Neurocrine Biosciences Inc 652,12185.9M $
3Glaukos Corp 763,50582.2M $
4Centessa Pharmaceuticals PLC 1,986,76878.9M $
5Dianthus Therapeutics Inc 899,36475.5M $
6Edgewise Therapeutics Inc 2,347,58373.9M $
7IRhythm Holdings Inc 610,19272M $
8Nuvalent Inc 700,42971.8M $
9Kodiak Sciences Inc 1,818,66569.3M $
10CG ONCOLOGY INC 984,78366.7M $
11Argenx SE 84,93962M $
12Hinge Health Inc 1,455,12356.1M $
13ACADIA Pharmaceuticals Inc 2,471,19955M $
14Monte Rosa Therapeutics Inc 3,206,57452.7M $
15Krystal Biotech Inc 182,42547.1M $
16Spyre Therapeutics Inc 932,82347.1M $
17GUARDANT HEALTH INC 499,71246.2M $
18Thermo Fisher Scientific Inc 92,91545.7M $
19Generate Biomedicines Inc 3,592,99944.9M $
20MBX BIOSCIENCES INC 1,492,46744.6M $
21BRIGHTSPRING HEALTH SERVICES INC 1,016,56243.3M $
22Celldex Therapeutics Inc 1,356,08243M $
23NeoGenomics Inc 5,617,40241.7M $
24Apogee Therapeutics Inc 478,66740.3M $
25CareDx Inc 2,173,14637.7M $
26Intuitive Surgical Inc 77,29735.6M $
27Inspire Medical Systems Inc 677,57034.9M $
28Penumbra Inc 105,35234.6M $
29TRANSMEDICS GROUP INC 329,39132.7M $
30Soleno Therapeutics Inc 959,25932.1M $
31DYNE THERAPEUTICS INC 1,681,99830.5M $
32Maravai LifeSciences Holdings Inc 10,240,16429M $
33Illumina Inc 229,21528.3M $
34KYMERA THERAPEUTICS INC 337,55928.1M $
35BioMarin Pharmaceutical Inc 497,02028.1M $
36Nurix Therapeutics Inc 1,750,76627.1M $
37Rhythm Pharmaceuticals Inc 310,62827M $
38Danaher Corp 139,32726.4M $
39Tectonic Therapeutic Inc 847,15126.2M $
40NATERA INC 129,00025.8M $
41Corvus Pharmaceuticals Inc 1,752,79825.6M $
42FULCRUM THERAPEUTICS INC 3,134,92224M $
43Alphatec Holdings Inc 2,172,72523.6M $
44DAMORA THERAPEUTICS INC 894,84623.2M $
45Boston Scientific Corp 346,46721.7M $
46VERA THERAPEUTICS INC 523,82421.1M $
47BioAge Labs Inc 1,200,58721M $
48CVS Health Corp 290,70020.9M $
49TARSUS PHARMACEUTICALS INC 265,71518.6M $
50Elevance Health Inc 62,08018.2M $
51OrthoPediatrics Corp 1,100,37017.5M $
52Nektar Therapeutics 222,70116M $
53Acadia Healthcare Co Inc 645,90015.1M $
54ORIC Pharmaceuticals Inc 1,128,04014.3M $
55Aveanna Healthcare Holdings Inc 2,203,50614.2M $
56X4 Pharmaceuticals Inc 3,272,95413.5M $
57Evolus Inc 3,105,20912.8M $
58TG THERAPEUTICS INC 358,80011.9M $
59Surrozen Inc 396,10011.5M $
60Centene Corp 330,00010.8M $
61Climb Bio Inc 1,529,67510.5M $
62Compass Therapeutics Inc 1,965,10610.4M $
63IONIS PHARMACEUTICALS INC 130,8629.8M $
64VOR BIOPHARMA INC 466,7748.3M $
65REVOLUTION MEDICINES INC 84,9008.3M $
66GRAIL Inc 142,7557.4M $
67Aclaris Therapeutics Inc 1,699,1166.4M $
68Denali Therapeutics Inc 296,3245.7M $
69Repligen Corp 47,5005.6M $
70Harrow Inc 156,4195.5M $
71Revvity Inc 48,4004.2M $
72Celcuity Inc 29,1983.3M $
73Praxis Precision Medicines Inc 9,9763.2M $
74Pulmonx Corp 752,541970.8K $
75VYNE THERAPEUTICS INC 916,077547.4K $

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Sector breakdown

  • Health care 12.2 %
  • Unattributed 87.8 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 94.2 %
  • United Kingdom 3.3 %
  • Netherlands 2.6 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States732.3B $94.17 %
2United Kingdom178.9M $3.26 %
3Netherlands162M $2.56 %
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Titelia. "Holdings of BRAIDWELL LP". https://titelia.com/en/funds/US13F1920938