BL

BRAIDWELL LP

13F
BRAIDWELL LP
Last update 2025-02-16 59 Stocks (13 new)
Value $2.24 Bil Turnover 21 %
Countries:
Top Holdings: NBIX(5.50%)XENE(5.10%)LEGN(4.33%)CGON(4.21%)GH(3.89%)
Summary Stock Picks Current Portfolio
BRAIDWELL LP Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NBIX 		Neurocrine Biosciences Inc
901,790
123,094.3
-1.73%
5.500
-0.08%
0.900
-28.83%
-21.44%
10,610.1
Drug Manufacturers
XENE 		Xenon Pharmaceuticals Inc
2,913,964
114,227.4
+7.64%
5.100
+0.36%
3.820
-4.53%
-2.12%
2,938.9
Biotechnology
LEGN 		Legend Biotech Corp
2,977,951
96,902.5
+93.18%
4.330
+2.09%
1.620
-4.63%
+5.81%
6,323.0
Biotechnology
CGON 		CG Oncology Inc
3,283,317
94,165.5
+3.55%
4.210
+0.14%
4.310
-11.06%
-6.07%
2,053.4
Biotechnology
GH 		Guardant Health Inc
2,847,931
87,004.3
-14.79%
3.890
-0.49%
2.310
+3.95%
+62.13%
6,113.1
Medical Diagnostics & Research
ALGN 		Align Technology Inc
375,179
78,228.6
+20.37%
3.500
+0.59%
0.500
-20.81%
-14.75%
13,013.1
Medical Devices & Instruments
APGE 		Apogee Therapeutics Inc
1,540,362
69,778.4
-6.26%
3.120
-0.26%
2.710
-6.30%
-16.60%
2,194.5
Biotechnology
KNSA 		Kiniksa Pharmaceuticals International PLC
3,452,447
68,289.4
+19.28%
3.050
+0.49%
4.780
+25.27%
+30.84%
1,880.0
Drug Manufacturers
APLS 		Apellis Pharmaceuticals Inc
2,098,866
66,974.8
-32.84%
2.990
-1.27%
1.690
-38.21%
-42.93%
2,288.7
Biotechnology
IRTC 		iRhythm Technologies Inc
705,391
63,605.1
-9.86%
2.840
-0.25%
2.250
-3.35%
+18.27%
3,404.0
Medical Devices & Instruments

BRAIDWELL LP's Historical Top Holdings Breakdowns

BRAIDWELL LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TMDX 		TransMedics Group Inc2024-12-31New Buy
+2.57%
●
59.28 ($92.26) 143.8
$92.43
0.18%
New holding
922,100
922,100
LEGN 		Legend Biotech Corp2024-12-31Add
+2.09%
●
32.49 ($41.33) 50.26
$34.43
-16.69%
Add 93.18%
2,977,951
1,436,400
TMO 		Thermo Fisher Scientific Inc2024-12-31New Buy
+2.09%
●
501.29 ($548.8) 612.72
$427.53
-22.10%
New holding
89,754
89,754
MDGL 		Madrigal Pharmaceuticals Inc2024-12-31Sold Out
-1.68%
●
202.48 ($282.4) 354.85
$340.80
20.68%
Sold Out
0
-183,818
PEN 		Penumbra Inc2024-12-31Reduce
-1.48%
●
190.81 ($227.94) 253.66
$296.91
30.26%
Reduce -49.14%
183,828
-177,600
ARVN 		Arvinas Inc2024-12-31Sold Out
-1.36%
●
17.83 ($24.29) 28.04
$9.37
-61.42%
Sold Out
0
-1,284,472
APLS 		Apellis Pharmaceuticals Inc2024-12-31Reduce
-1.27%
●
26.18 ($30.11) 35.42
$18.21
-39.52%
Reduce -32.84%
2,098,866
-1,026,317
DXCM 		DexCom Inc2024-12-31Sold Out
-1.27%
●
65.68 ($74.16) 81.01
$71.30
-3.86%
Sold Out
0
-441,086
GERN 		Geron Corp2024-12-31New Buy
+1.11%
●
3.3 ($3.99) 4.44
$1.38
-65.41%
New holding
7,006,315
7,006,315
RLAY 		Relay Therapeutics Inc2024-12-31Sold Out
-1.07%
●
4.12 ($5.42) 6.8
$3.10
-42.80%
Sold Out
0
-3,499,427

BRAIDWELL LP Total Holding History ($B)

To

BRAIDWELL LP's Asset Allocation

To

BRAIDWELL LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BRAIDWELL LP's Hypothetical Growth since 2024-12-31

BRAIDWELL LP's Yearly Returns

Year Portfolio % % Excess Gain %

BRAIDWELL LP's Holdings Heat Map

Size field:

BRAIDWELL LP's Holdings Bubble Chart

BRAIDWELL LP News

  • 1

Discussions on BRAIDWELL LP

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.