BRAIDWELL LP

$3.0B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1920938 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $3.0B
ALL retained default holdings for this (filer, period), including NULL-value ones: 88
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 31
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 16

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:14212` · issuer key `iss:396` COM	ADD	−$67.7M	+193,305	$211M	$143M	7,816,142	8,009,447
position key `pos:17241` · issuer key `iss:860` DEBT 1.250% 2/1 PRN	TRIM	−$89.7M	−43,900,000	$192M	$103M	104,854,000	60,954,000
position key `pos:11462` · issuer key `iss:1296` COM	TRIM	−$20.7M	−99,413	$107M	$85.9M	751,534	652,121
position key `pos:15808` · issuer key `iss:825` COM	TRIM	−$21.9M	−158,474	$104M	$82.2M	921,979	763,505
position key `pos:17964` · issuer key `cusip6:152309` SPONSORED ADS	TRIM	+$24.2M	−201,552	$54.7M	$78.9M	2,188,320	1,986,768
position key `pos:12517` · issuer key `iss:1997` COM	TRIM	−$4.0M	−486,624	$81.8M	$77.8M	1,825,076	1,338,452
position key `pos:17547` · issuer key `iss:577` COM	TRIM	+$23.0M	−374,571	$52.5M	$75.5M	1,273,935	899,364
position key `pos:11808` · issuer key `iss:635` COM	TRIM	−$55.4M	−2,863,248	$129M	$73.9M	5,210,831	2,347,583
position key `pos:12344` · issuer key `iss:946` COM	ADD	+$33.4M	+392,847	$38.6M	$72.0M	217,345	610,192
position key `pos:13206` · issuer key `iss:1335` COM	TRIM	−$10.9M	−120,977	$82.6M	$71.8M	821,406	700,429
position key `sid:sec:prov:b6301632224d8122ae8dff0115962cfa` · issuer key `cusip6:50015M` COM	TRIM	+$11.4M	−254,123	$58.0M	$69.3M	2,072,788	1,818,665
position key `pos:11549` · issuer key `iss:429` COM	TRIM	−$11.0M	−885,788	$77.7M	$66.7M	1,870,571	984,783
position key `sid:sec:prov:8a6c9e7c10d352cf3600836fd828df64` · issuer key `cusip6:02081G` NOTE 0.750% 3/1 PRN	NEW	+$63.4M	+61,621,000	$0	$63.4M	—	61,621,000
position key `pos:17260` · issuer key `iss:165` SPONSORED ADR	ADD	+$36.0M	+53,932	$26.1M	$62.0M	31,007	84,939
position key `sid:sec:prov:15b122a1959cdc720dffb69686bc9994` · issuer key `cusip6:433313` CL A	ADD	−$4.5M	+150,500	$60.6M	$56.1M	1,304,623	1,455,123
position key `pos:17971` · issuer key `iss:30` COM	ADD	+$734K	+439,178	$54.3M	$55.0M	2,032,021	2,471,199
position key `sid:sec:prov:3224bd4d4c1e7dd823e99e6304f866c2` · issuer key `cusip6:61225M` COM	ADD	+$37.9M	+2,258,258	$14.9M	$52.7M	948,316	3,206,574
position key `pos:16881` · issuer key `iss:1079` COM	TRIM	−$2.7M	−19,676	$49.8M	$47.1M	202,101	182,425
position key `pos:13625` · issuer key `iss:45` COM NEW	TRIM	−$6.5M	−701,792	$53.5M	$47.1M	1,634,615	932,823
position key `pos:17626` · issuer key `iss:860` COM	NEW	+$46.2M	+499,712	$0	$46.2M	—	499,712
position key `pos:15125` · issuer key `iss:1798` COM	ADD	−$1.1M	+12,190	$46.8M	$45.7M	80,725	92,915
position key `sid:sec:prov:4a591541501e3e997ba3c8d31dd91fde` · issuer key `cusip6:370920` COM SHS	NEW	+$44.9M	+3,592,999	$0	$44.9M	—	3,592,999
position key `sid:sec:prov:1910147dd0682cb840152de5838d5484` · issuer key `cusip6:55287L` COM	ADD	+$12.4M	+473,867	$32.1M	$44.6M	1,018,600	1,492,467
position key `pos:18251` · issuer key `iss:315` COM	TRIM	−$1.5M	−179,224	$44.8M	$43.3M	1,195,786	1,016,562
position key `sid:sec:prov:30f8f229420c7a82ec2ecf2f2f622045` · issuer key `cusip6:15117B` COM NEW	TRIM	−$7.5M	−502,027	$50.5M	$43.0M	1,858,109	1,356,082
position key `pos:17634` · issuer key `iss:1286` COM NEW	ADD	−$12.8M	+984,601	$54.5M	$41.7M	4,632,801	5,617,402
position key `pos:13239` · issuer key `iss:142` COM	TRIM	−$3.1M	−96,400	$43.4M	$40.3M	575,067	478,667
position key `sid:sec:prov:fed138ced9737b90542a54b9484d2da0` · issuer key `cusip6:10919W` COM NEW	ADD	+$14.1M	+215,350	$25.3M	$39.4M	324,358	539,708
position key `pos:12451` · issuer key `iss:393` COM	ADD	+$7.9M	+587,926	$29.9M	$37.7M	1,585,220	2,173,146
position key `pos:16805` · issuer key `iss:997` COM NEW	TRIM	−$11.6M	−6,120	$47.2M	$35.6M	83,417	77,297
position key `pos:13569` · issuer key `iss:975` COM	ADD	−$14.9M	+136,680	$49.9M	$34.9M	540,890	677,570
position key `pos:10385` · issuer key `iss:1433` COM	TRIM	+$347K	−4,800	$34.2M	$34.6M	110,152	105,352
position key `pos:17678` · issuer key `iss:1814` COM	ADD	−$5.6M	+14,050	$38.4M	$32.7M	315,341	329,391
position key `sid:sec:prov:9c654c0b85e21e330a7ebfd2ced217c7` · issuer key `cusip6:834203` COM	TRIM	−$22.9M	−228,600	$55.0M	$32.1M	1,187,859	959,259
position key `pos:13703` · issuer key `iss:619` COM	ADD	+$1.6M	+203,669	$28.9M	$30.5M	1,478,329	1,681,998
position key `sid:sec:prov:cb8509dd3b04567b5a45f2dfa14207f1` · issuer key `cusip6:56600D` COM CL A	ADD	+$1.8M	+1,886,877	$27.1M	$29.0M	8,353,287	10,240,164
position key `pos:14627` · issuer key `iss:955` COM	TRIM	−$7.1M	−40,458	$35.4M	$28.3M	269,673	229,215
position key `pos:12598` · issuer key `iss:1082` COM	TRIM	−$7.2M	−116,700	$35.3M	$28.1M	454,259	337,559
position key `pos:11035` · issuer key `iss:266` COM	TRIM	−$7.7M	−104,500	$35.7M	$28.1M	601,520	497,020
position key `sid:sec:prov:48ac0f50c981e01f7c5af17d58a117cf` · issuer key `cusip6:67080M` COM	TRIM	−$14.3M	−433,098	$41.4M	$27.1M	2,183,864	1,750,766
position key `pos:16702` · issuer key `iss:1556` COM	NEW	+$27.0M	+310,628	$0	$27.0M	—	310,628
position key `pos:15144` · issuer key `iss:556` COM	ADD	−$648K	+21,100	$27.1M	$26.4M	118,227	139,327
position key `sid:sec:prov:7bf59fd7aeffb1ecf2ffdacd97c7e39d` · issuer key `cusip6:G31249` COM	NEW	+$26.3M	+463,600	$0	$26.3M	—	463,600
position key `sid:sec:prov:ab98bdc5d9f0946c8554aa4745533ba5` · issuer key `cusip6:878972` COM	TRIM	+$6.8M	−80,373	$19.3M	$26.2M	927,524	847,151
position key `pos:13186` · issuer key `iss:1273` COM	ADD	+$255K	+17,500	$25.5M	$25.8M	111,500	129,000
position key `sid:sec:prov:990effbc09610fc927e1edc54d252d9d` · issuer key `cusip6:221015` COM	NEW	+$25.6M	+1,752,798	$0	$25.6M	—	1,752,798
position key `sid:sec:prov:b66dc0816f9158ee3c706ae6f74ba1a4` · issuer key `cusip6:359616` COM	ADD	−$10.6M	+73,700	$34.6M	$24.0M	3,061,222	3,134,922
position key `sid:sec:prov:37f8d7b8f8c97e91dcf78ef12d0dd5a9` · issuer key `cusip6:G9TY5A` CLASS A ORD SHS	ADD	+$7.1M	+808,600	$16.7M	$23.7M	3,180,389	3,988,989
position key `pos:11116` · issuer key `cusip6:02081G` COM NEW	NEW	+$23.6M	+2,172,725	$0	$23.6M	—	2,172,725
position key `pos:16214` · issuer key `iss:797` COM NEW	NEW	+$23.2M	+894,846	$0	$23.2M	—	894,846
position key `pos:14095` · issuer key `iss:307` COM	NEW	+$21.7M	+346,467	$0	$21.7M	—	346,467
position key `sid:sec:prov:c6f0567aff349dfe2dab4a6ee5ba8988` · issuer key `cusip6:92337R` CL A	TRIM	−$18.7M	−260,918	$39.7M	$21.1M	784,742	523,824
position key `sid:sec:prov:09a6575686667c84597e4fe2b4841977` · issuer key `cusip6:09077V` COM	NEW	+$21.0M	+1,200,587	$0	$21.0M	—	1,200,587
position key `pos:13354` · issuer key `iss:367` COM	TRIM	−$23.9M	−273,500	$44.8M	$20.9M	564,200	290,700
position key `pos:10610` · issuer key `iss:1761` COM	NEW	+$18.6M	+265,715	$0	$18.6M	—	265,715
position key `pos:15047` · issuer key `iss:135` COM	NEW	+$18.2M	+62,080	$0	$18.2M	—	62,080
position key `sid:sec:prov:c58e51841f60c26aab31f70d6e4eabc3` · issuer key `cusip6:29286M` COM	TRIM	−$11.5M	−674,449	$28.3M	$16.7M	3,131,319	2,456,870
position key `sid:sec:prov:8689270ade82a464b05b5b23e79f9006` · issuer key `cusip6:640268` COM NEW	NEW	+$16.0M	+222,701	$0	$16.0M	—	222,701
position key `pos:12414` · issuer key `iss:29` COM	NEW	+$15.1M	+645,900	$0	$15.1M	—	645,900
position key `pos:10700` · issuer key `iss:1374` COM	NEW	+$14.3M	+1,128,040	$0	$14.3M	—	1,128,040
position key `pos:14827` · issuer key `iss:201` COM	NEW	+$14.2M	+2,203,506	$0	$14.2M	—	2,203,506
position key `sid:sec:prov:19b9675407eb505d5af586b26c66f53a` · issuer key `cusip6:98420X` COM NEW	TRIM	+$41.7K	−95,950	$13.5M	$13.5M	3,368,904	3,272,954
position key `sid:sec:prov:9e44fcb5d06cd4275ddb0cb55c993d45` · issuer key `cusip6:98937L` NOTE 2.500% 4/0 PRN	NEW	+$13.5M	+13,000,000	$0	$13.5M	—	13,000,000
position key `pos:13344` · issuer key `iss:2148` ORD SHS CL A	TRIM	+$177K	−41,301	$12.9M	$13.1M	313,823	272,522
position key `pos:17263` · issuer key `iss:1795` COM	NEW	+$11.9M	+358,800	$0	$11.9M	—	358,800
position key `sid:sec:prov:0d3c6673b7060f8873ebd8344c73bee8` · issuer key `cusip6:86889P` COM NEW	TRIM	+$916K	−73,900	$10.6M	$11.5M	470,000	396,100
position key `pos:12687` · issuer key `iss:419` COM	NEW	+$10.8M	+330,000	$0	$10.8M	—	330,000
position key `sid:sec:prov:1cc50bf992826e0d3df83d0835990c79` · issuer key `cusip6:28658R` COM	NEW	+$10.5M	+1,529,675	$0	$10.5M	—	1,529,675
position key `sid:sec:prov:c5f3f37de4d48fd1b29c266e9a76eb0b` · issuer key `cusip6:20454B` COM	TRIM	−$4.6M	−821,672	$15.0M	$10.4M	2,786,778	1,965,106
position key `pos:11517` · issuer key `iss:1003` COM	NEW	+$9.8M	+130,862	$0	$9.8M	—	130,862
position key `pos:16387` · issuer key `iss:2129` USD CL A ORD SHS	NEW	+$9.3M	+900,000	$0	$9.3M	—	900,000
position key `sid:sec:prov:60242973181bde6041719c13381cdbb1` · issuer key `cusip6:929033` COM NEW	NEW	+$8.3M	+466,774	$0	$8.3M	—	466,774
position key `pos:14656` · issuer key `iss:1552` COM	NEW	+$8.3M	+84,900	$0	$8.3M	—	84,900
position key `sid:sec:prov:d6ea93a81ffbe77fbd59d8ff01875a57` · issuer key `cusip6:00461U` COM	NEW	+$6.4M	+1,699,116	$0	$6.4M	—	1,699,116
position key `sid:sec:prov:8948595df4e56c28a2e8dffed59ee810` · issuer key `cusip6:24823R` COM	NEW	+$5.7M	+296,324	$0	$5.7M	—	296,324
position key `pos:12597` · issuer key `iss:1545` COM	TRIM	−$7.8M	−34,290	$13.4M	$5.6M	81,790	47,500
position key `pos:14517` · issuer key `iss:883` COM	TRIM	−$9.0M	−138,872	$14.5M	$5.5M	295,291	156,419
position key `pos:16398` · issuer key `iss:1439` COM	NEW	+$4.2M	+48,400	$0	$4.2M	—	48,400
position key `pos:10390` · issuer key `iss:416` COM	NEW	+$3.3M	+29,198	$0	$3.3M	—	29,198
position key `pos:11142` · issuer key `iss:1475` COM NEW	NEW	+$3.2M	+9,976	$0	$3.2M	—	9,976
position key `pos:11689` · issuer key `iss:172` NOTE 1/1 PRN	NEW	+$2.3M	+2,250,000	$0	$2.3M	—	2,250,000
position key `sid:sec:prov:99c071aece25dc9d861cc1d194c6734d` · issuer key `cusip6:92941V` COM	NEW	+$547K	+916,077	$0	$547K	—	916,077
pos:11450	EXIT‡e	−$20.4M	−115,700	$20.4M	$0	115,700	—
pos:11558 PRN	EXIT‡e	−$72.8M	−52,000,000	$72.8M	$0	52,000,000	—
pos:13812	EXIT‡e	−$2.6M	−84,795	$2.6M	$0	84,795	—
pos:14053	EXIT‡e	−$59.5M	−381,004	$59.5M	$0	381,004	—
pos:15323	EXIT‡e	−$5.1M	−311,991	$5.1M	$0	311,991	—
pos:15581	EXIT‡e	−$13.4M	−73,370	$13.4M	$0	73,370	—
pos:16502 PRN	EXIT‡e	−$50.5M	−53,405,000	$50.5M	$0	53,405,000	—
pos:17472	EXIT‡e	−$23.2M	−575,321	$23.2M	$0	575,321	—
pos:18210	EXIT‡e	−$4.1M	−50,000	$4.1M	$0	50,000	—
sid:sec:prov:0492e747c8d37a4dab1ade9330576c2c	EXIT‡e	−$7.6M	−1,582,257	$7.6M	$0	1,582,257	—
sid:sec:prov:0983c227d7f489fadce1abda0a417532	EXIT‡e	−$31.5M	−929,694	$31.5M	$0	929,694	—
sid:sec:prov:0e361d30324f107464e8c1d4734fc7e8	EXIT‡e	−$17.3M	−1,920,255	$17.3M	$0	1,920,255	—
sid:sec:prov:235b0febe313b5e3f4a7bc8d76a41721	EXIT‡e	−$28.2M	−1,298,142	$28.2M	$0	1,298,142	—
sid:sec:prov:bc17a1945987420f684d9107b41fd336	EXIT‡e	−$7.0M	−459,166	$7.0M	$0	459,166	—
sid:sec:prov:da6009df94d75bf6125e284a1e4e13f1	EXIT‡e	−$2.2M	−303,370	$2.2M	$0	303,370	—
sid:sec:prov:fd9590ea03898824f7f15a013603f826	EXIT‡e	−$6.9M	−177,183	$6.9M	$0	177,183	—

Flags: no row carries a flag.

1–20 of the 98 changes on this page

Mark-to-market only (no share change) · 6

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:12320` · issuer key `iss:1545` NOTE 1.000%12/1 PRN	NO CHANGE	−$12.2M	$111M	$98.7M	101,000,000	101,000,000
position key `pos:13892` · issuer key `iss:1286` NOTE 0.250% 1/1 PRN	NO CHANGE	+$2.1M	$89.7M	$91.8M	100,381,000	100,381,000
position key `sid:sec:prov:71e6d7a9978be392e4db6948ea1b496a` · issuer key `cusip6:68752L` COM	NO CHANGE	−$2.1M	$19.5M	$17.5M	1,100,370	1,100,370
position key `sid:sec:prov:3c1bdde45f78766466db92da273259f5` · issuer key `cusip6:30052C` COM	NO CHANGE	−$7.9M	$20.6M	$12.8M	3,105,209	3,105,209
position key `pos:12631` · issuer key `iss:843` COM	NO CHANGE	−$4.8M	$12.2M	$7.4M	142,755	142,755
position key `sid:sec:prov:d2d26810594465634746ea83805ad7e9` · issuer key `cusip6:745848` COM	NO CHANGE	−$692K	$1.7M	$971K	752,541	752,541

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–84 of 84 issuers · $3.0B disclosed value over 88 rows · 0 undisclosed-value rows

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This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GUARDANT HEALTH INC

2 positions · 2 reported rows

Rows BRAIDWELL LP reported for GUARDANT HEALTH INC, as it reported them
GUARDANT HEALTH INC · DEBT 1.250% 2/1 CUSIP — src ↗	$103M	60,954,000 PRN
GUARDANT HEALTH INC · COM CUSIP — src ↗	$46.2M	499,712

$149M

—

5.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CARIS LIFE SCIENCES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$143M

8,009,447

4.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEOGENOMICS INC

2 positions · 2 reported rows

Rows BRAIDWELL LP reported for NEOGENOMICS INC, as it reported them
NEOGENOMICS INC · NOTE 0.250% 1/1 CUSIP — src ↗	$91.8M	100,381,000 PRN
NEOGENOMICS INC · COM NEW CUSIP — src ↗	$41.7M	5,617,402

$134M

—

4.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REPLIGEN CORP

2 positions · 2 reported rows

Rows BRAIDWELL LP reported for REPLIGEN CORP, as it reported them
REPLIGEN CORP · NOTE 1.000%12/1 CUSIP — src ↗	$98.7M	101,000,000 PRN
REPLIGEN CORP · COM CUSIP — src ↗	$5.6M	47,500

$104M

—

3.5%

—

ALPHATEC HLDGS INC

2 positions · 2 reported rows

Rows BRAIDWELL LP reported for ALPHATEC HLDGS INC, as it reported them
ALPHATEC HLDGS INC · NOTE 0.750% 3/1 CUSIP 02081GAD4 src ↗	$63.4M	61,621,000 PRN
ALPHATEC HLDGS INC · COM NEW CUSIP — src ↗	$23.6M	2,172,725

ticker not yet mapped

$87.0M

—

2.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEUROCRINE BIOSCIENCES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$85.9M

652,121

2.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GLAUKOS CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$82.2M

763,505

2.7%

—

CENTESSA PHARMACEUTICALS PLC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$78.9M

1,986,768

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

XENON PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$77.8M

1,338,452

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DIANTHUS THERAPEUTICS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$75.5M

899,364

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EDGEWISE THERAPEUTICS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$73.9M

2,347,583

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IRHYTHM HOLDINGS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$72.0M

610,192

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NUVALENT INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$71.8M

700,429

2.4%

—

KODIAK SCIENCES INC · COM CUSIP 50015M109
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$69.3M

1,818,665

2.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CG ONCOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$66.7M

984,783

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARGENX SE · SPONSORED ADR CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$62.0M

84,939

2.1%

—

HINGE HEALTH INC · CL A CUSIP 433313103
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$56.1M

1,455,123

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ACADIA PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$55.0M

2,471,199

1.8%

—

MONTE ROSA THERAPEUTICS INC · COM CUSIP 61225M102
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$52.7M

3,206,574

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KRYSTAL BIOTECH INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$47.1M

182,425

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPYRE THERAPEUTICS INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$47.1M

932,823

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$45.7M

92,915

1.5%

—

GENERATE BIOMEDICINES INC · COM SHS CUSIP 370920100
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$44.9M

3,592,999

1.5%

—

MBX BIOSCIENCES INC · COM CUSIP 55287L101
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$44.6M

1,492,467

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BRIGHTSPRING HEALTH SVCS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$43.3M

1,016,562

1.4%

—

CELLDEX THERAPEUTICS INC NEW · COM NEW CUSIP 15117B202
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$43.0M

1,356,082

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APOGEE THERAPEUTICS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$40.3M

478,667

1.3%

—

BRIGHT MINDS BIOSCIENCES INC · COM NEW CUSIP 10919W405
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$39.4M

539,708

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CAREDX INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$37.7M

2,173,146

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUITIVE SURGICAL INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$35.6M

77,297

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INSPIRE MED SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$34.9M

677,570

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PENUMBRA INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$34.6M

105,352

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRANSMEDICS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$32.7M

329,391

1.1%

—

SOLENO THERAPEUTICS INC · COM CUSIP 834203309
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$32.1M

959,259

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DYNE THERAPEUTICS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$30.5M

1,681,998

1.0%

—

MARAVAI LIFESCIENCES HLDGS I · COM CL A CUSIP 56600D107
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$29.0M

10,240,164

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ILLUMINA INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$28.3M

229,215

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KYMERA THERAPEUTICS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$28.1M

337,559

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BIOMARIN PHARMACEUTICAL INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$28.1M

497,020

0.9%

—

NURIX THERAPEUTICS INC · COM CUSIP 67080M103
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$27.1M

1,750,766

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RHYTHM PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$27.0M

310,628

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DANAHER CORP DEL · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$26.4M

139,327

0.9%

—

ESTABLISHMENT LABS HLDGS INC · COM CUSIP G31249108
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$26.3M

463,600

0.9%

—

TECTONIC THERAPEUTIC INC · COM CUSIP 878972108
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$26.2M

847,151

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NATERA INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$25.8M

129,000

0.9%

—

CORVUS PHARMACEUTICALS INC · COM CUSIP 221015100
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$25.6M

1,752,798

0.9%

—

FULCRUM THERAPEUTICS INC · COM CUSIP 359616109
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$24.0M

3,134,922

0.8%

—

ZURA BIO LTD · CLASS A ORD SHS CUSIP G9TY5A101
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$23.7M

3,988,989

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DAMORA THERAPEUTICS INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$23.2M

894,846

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOSTON SCIENTIFIC CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$21.7M

346,467

0.7%

—

VERA THERAPEUTICS INC · CL A CUSIP 92337R101
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$21.1M

523,824

0.7%

—

BIOAGE LABS INC · COM CUSIP 09077V100
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$21.0M

1,200,587

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CVS HEALTH CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$20.9M

290,700

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TARSUS PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$18.6M

265,715

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELEVANCE HEALTH INC FORMERLY · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$18.2M

62,080

0.6%

—

ORTHOPEDIATRICS CORP · COM CUSIP 68752L100
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$17.5M

1,100,370

0.6%

—

ENGENE HOLDINGS INC · COM CUSIP 29286M105
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$16.7M

2,456,870

0.6%

—

NEKTAR THERAPEUTICS · COM NEW CUSIP 640268306
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$16.0M

222,701

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ACADIA HEALTHCARE COMPANY IN · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$15.1M

645,900

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORIC PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$14.3M

1,128,040

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AVEANNA HEALTHCARE HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$14.2M

2,203,506

0.5%

—

X4 PHARMACEUTICALS INC · COM NEW CUSIP 98420X202
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$13.5M

3,272,954

0.5%

—

ZENAS BIOPHARMA INC · NOTE 2.500% 4/0 CUSIP 98937LAA3
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$13.5M

13,000,000 PRN

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KINIKSA PHARMACEUTICALS INTL · ORD SHS CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$13.1M

272,522

0.4%

—

EVOLUS INC · COM CUSIP 30052C107
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$12.8M

3,105,209

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TG THERAPEUTICS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$11.9M

358,800

0.4%

—

SURROZEN INC · COM NEW CUSIP 86889P208
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$11.5M

396,100

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CENTENE CORP DEL · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$10.8M

330,000

0.4%

—

CLIMB BIO INC · COM CUSIP 28658R106
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$10.5M

1,529,675

0.3%

—

COMPASS THERAPEUTICS INC · COM CUSIP 20454B104
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$10.4M

1,965,106

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IONIS PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$9.8M

130,862

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HELIX ACQUISITION CORP III · USD CL A ORD SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$9.3M

900,000

0.3%

—

VOR BIOPHARMA INC · COM NEW CUSIP 929033207
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$8.3M

466,774

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REVOLUTION MEDICINES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.3M

84,900

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GRAIL INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.4M

142,755

0.2%

—

ACLARIS THERAPEUTICS INC · COM CUSIP 00461U105
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$6.4M

1,699,116

0.2%

—

DENALI THERAPEUTICS INC · COM CUSIP 24823R105
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$5.7M

296,324

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HARROW INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$5.5M

156,419

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REVVITY INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$4.2M

48,400

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CELCUITY INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.3M

29,198

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PRAXIS PRECISION MEDICINES I · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.2M

9,976

0.1%

—

ARROWHEAD PHARMACEUTICALS IN · NOTE 1/1 CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$2.3M

2,250,000 PRN

0.1%

—

PULMONX CORP · COM CUSIP 745848101
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$971K

752,541

0.0%

—

VYNE THERAPEUTICS INC · COM CUSIP 92941V308
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$547K

916,077

0.0%

1–20 of 84 issuers

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 58.5%below median 80.0%
Concentration index: 187 bpsbelow median 446 bps
Positions with value: 88 / 88median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 58.5% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 187 · QoQ moves: 104

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open BRAIDWELL LP's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).