BL

BRAIDWELL LP

13F
BRAIDWELL LP
Last update 2024-08-15 58 Stocks (17 new)
Value $1.95 Bil Turnover 35 %
Countries:
Top Holdings: NBIX(5.35%)CGON(5.35%)XENE(5.11%)APGE(4.82%)GH(4.15%)
Portfolio Report
Summary Stock Picks Current Portfolio
BRAIDWELL LP Top Holdings of 2024-06-30 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
759,009
104492.770
+3.94%
5.350
+0.20%
0.750
-13.75%
-5.66%
12593.094
Drug Manufacturers
CGON 		CG Oncology Inc
3,309,507
104481.140
+192.82%
5.350
+3.52%
4.930
+24.44%
0%
2640.156
Biotechnology
XENE 		Xenon Pharmaceuticals Inc
2,560,573
99836.740
+95.76%
5.110
+2.50%
3.380
+12.09%
-1.76%
3445.014
Biotechnology
APGE 		Apogee Therapeutics Inc
2,392,042
94126.850
+29.82%
4.820
+1.11%
4.220
+44.12%
+110.81%
3314.984
Biotechnology
GH 		Guardant Health Inc
2,807,968
81094.120
+13.37%
4.150
+0.49%
2.280
-15.83%
+5.68%
3483.985
Medical Diagnostics & Research
LEGN 		Legend Biotech Corp
1,669,720
73951.900
+34.24%
3.780
+0.96%
0.910
-26.06%
-32.34%
7506.064
Biotechnology
ARGX 		argenx SE
166,924
71784.000
-24.06%
3.670
-1.17%
0.280
+19.05%
+55.58%
36249.224
Biotechnology
ALGN 		Align Technology Inc
275,207
66443.230
+62.60%
3.400
+1.31%
0.370
+8.72%
-19.04%
16640.541
Medical Devices & Instruments
MRVI 		Maravai LifeSciences Holdings Inc
9,024,037
64612.110
+24.95%
3.310
+0.66%
6.380
-14.18%
+19.24%
1110.484
Biotechnology
PCVX 		Vaxcyte Inc
808,303
61034.960
-33.35%
3.120
-1.56%
0.720
+45.76%
+63.68%
12863.114
Biotechnology

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
CGON 		CG Oncology Inc2024-06-30Add
+3.52%
●
25.84 ($34.66) 43.32
$39.36
13.56%
Add 192.82%
3,309,507
2,179,272
XENE 		Xenon Pharmaceuticals Inc2024-06-30Add
+2.50%
●
36.25 ($39.97) 43.75
$45.47
13.76%
Add 95.76%
2,560,573
1,252,562
EXAS 		Exact Sciences Corp2024-06-30New Buy
+2.47%
●
41.33 ($55.02) 74.26
$52.84
-3.96%
New holding
1,141,678
1,141,678
SYRE 		Spyre Therapeutics Inc2024-06-30Add
+2.41%
●
22.71 ($33.73) 39.29
$38.19
13.22%
Add 388.26%
2,514,538
1,999,538
INSP 		Inspire Medical Systems Inc2024-06-30Add
+1.90%
●
133.83 ($189.24) 251.19
$199.32
5.33%
Add 273.86%
379,443
277,951
TMDX 		TransMedics Group Inc2024-06-30Reduce
-1.77%
●
72.62 ($119.95) 150.62
$85.34
-28.86%
Reduce -69.09%
189,960
-424,571
PCVX 		Vaxcyte Inc2024-06-30Reduce
-1.56%
●
60.06 ($68.07) 78.77
$103.20
51.62%
Reduce -33.35%
808,303
-404,400
IMCR 		Immunocore Holdings PLC2024-06-30New Buy
+1.38%
●
33.78 ($51) 63.75
$34.73
-31.91%
New holding
797,268
797,268
ALGN 		Align Technology Inc2024-06-30Add
+1.31%
●
235.23 ($278.4) 330.25
$222.91
-19.93%
Add 62.6%
275,207
105,955
AKRO 		Akero Therapeutics Inc2024-06-30New Buy
+1.30%
●
18.31 ($21.39) 24.62
$35.33
65.15%
New holding
1,084,400
1,084,400

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 2024-06-30

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.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.