Portfolio (Quarterly)
Guide ↗
BRAIDWELL LP
· CIK 0001920938| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | — | IRONWOOD PHARMACEUTICALS INC | — | 53,405,000.0 | $50.5M | 1.61% | -28.7M | -35.0% | $0.94 | — |
| 22 | CLDX | CELLDEX THERAPEUTICS INC NEW | Healthcare | 1,858,109.0 | $50.5M | 1.61% | +1.3M | +214.0% | $27.16 | +13.1% |
| 23 | INSP | INSPIRE MED SYS INC | Healthcare | 540,890.0 | $49.9M | 1.59% | -343K | -38.8% | $92.23 | -52.5% |
| 24 | KRYS | KRYSTAL BIOTECH INC | Healthcare | 202,101.0 | $49.8M | 1.59% | -318K | -61.2% | $246.54 | +21.5% |
| 25 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 83,417.0 | $47.2M | 1.51% | -47K | -35.9% | $566.36 | -22.6% |
| 26 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 80,725.0 | $46.8M | 1.50% | -33K | -29.1% | $579.45 | -22.6% |
| 27 | BTSG | BRIGHTSPRING HEALTH SVCS INC | Healthcare | 1,195,786.0 | $44.8M | 1.43% | NEW | — | $37.45 | +56.2% |
| 28 | CVS | CVS HEALTH CORP | Healthcare | 564,200.0 | $44.8M | 1.43% | +126K | +28.6% | $79.36 | +17.5% |
| 29 | — | APOGEE THERAPEUTICS INC | — | 575,067.0 | $43.4M | 1.39% | -864K | -60.0% | $75.48 | — |
| 30 | NRIX | NURIX THERAPEUTICS INC | Healthcare | 2,183,864.0 | $41.4M | 1.32% | NEW | — | $18.97 | -7.7% |
| 31 | VERA | VERA THERAPEUTICS INC | Healthcare | 784,742.0 | $39.7M | 1.27% | +312K | +66.0% | $50.64 | -32.8% |
| 32 | IRTC | IRHYTHM TECHNOLOGIES INC | Healthcare | 217,345.0 | $38.6M | 1.23% | -8K | -3.8% | $177.44 | -34.3% |
| 33 | TMDX | TRANSMEDICS GROUP INC | Healthcare | 315,341.0 | $38.4M | 1.23% | -36K | -10.2% | $121.65 | -43.3% |
| 34 | BMRN | BIOMARIN PHARMACEUTICAL INC | Healthcare | 601,520.0 | $35.7M | 1.14% | +74K | +13.9% | $59.43 | -9.0% |
| 35 | ILMN | ILLUMINA INC | Healthcare | 269,673.0 | $35.4M | 1.13% | NEW | — | $131.16 | +10.1% |
| 36 | KYMR | KYMERA THERAPEUTICS INC | Healthcare | 454,259.0 | $35.3M | 1.13% | +178K | +64.2% | $77.81 | +1.4% |
| 37 | FULC | FULCRUM THERAPEUTICS INC | Healthcare | 3,061,222.0 | $34.6M | 1.11% | +2.8M | +1294.7% | $11.31 | -41.9% |
| 38 | PEN | PENUMBRA INC | Healthcare | 110,152.0 | $34.2M | 1.09% | -31K | -22.2% | $310.91 | +5.7% |
| 39 | MBX | MBX BIOSCIENCES INC | Healthcare | 1,018,600.0 | $32.1M | 1.03% | NEW | — | $31.54 | +1.0% |
| 40 | — | RAPT THERAPEUTICS INC | — | 929,694.0 | $31.5M | 1.01% | NEW | — | $33.87 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Healthcare
100.0%