BL

BRAIDWELL LP

13F
BRAIDWELL LP
Last update 2024-11-15 65 Stocks (15 new)
Value $2.32 Bil Turnover 29 %
Countries:
Top Holdings: CGON(5.15%)XENE(4.59%)NBIX(4.55%)APGE(4.16%)APLS(3.88%)
Portfolio Report
Summary Stock Picks Current Portfolio
BRAIDWELL LP Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CGON 		CG Oncology Inc
3,170,875
119637.110
-4.19%
5.150
-0.22%
4.730
-20.44%
+3.19%
2254.200
Biotechnology
XENE 		Xenon Pharmaceuticals Inc
2,707,255
106584.630
+5.73%
4.590
+0.25%
3.570
-1.18%
+2.63%
3059.495
Biotechnology
NBIX 		Neurocrine Biosciences Inc
917,674
105734.400
+20.90%
4.550
+0.79%
0.910
+21.54%
+4.48%
14433.760
Drug Manufacturers
APGE 		Apogee Therapeutics Inc
1,643,226
96523.100
-31.30%
4.160
-1.51%
2.890
-26.08%
-10.44%
2302.292
Biotechnology
APLS 		Apellis Pharmaceuticals Inc
3,125,183
90130.280
+410.82%
3.880
+3.12%
2.510
+3.76%
-9.12%
3611.129
Biotechnology
ALGN 		Align Technology Inc
311,679
79266.200
+13.25%
3.410
+0.40%
0.420
-1.49%
+3.53%
16108.637
Medical Devices & Instruments
GH 		Guardant Health Inc
3,342,124
76668.330
+19.02%
3.300
+0.53%
2.710
+74.26%
+22.98%
4633.298
Medical Diagnostics & Research
LEGN 		Legend Biotech Corp
1,541,551
75119.780
-7.68%
3.230
-0.29%
0.840
-29.83%
-3.15%
5784.194
Biotechnology
VKTX 		Viking Therapeutics Inc
1,156,977
73248.210
+4.52%
3.150
+0.14%
1.040
-46.38%
-12.87%
3884.672
Biotechnology
KNSA 		Kiniksa Pharmaceuticals International PLC
2,894,513
72333.880
+40.63%
3.110
+0.90%
4.010
-30.89%
-5.46%
1358.833
Drug Manufacturers

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
ISEE IVERIC bio Inc2023-06-30Sold Out
-5.49%
●
24.33 ($35.12) 39.63
$39.95
13.75%
Sold Out
0
-3,714,672
NBIX 		Neurocrine Biosciences Inc2023-03-31New Buy
+4.72%
●
94.11 ($104.06) 123.02
$142.56
37.00%
New holding
766,800
766,800
ARGX 		argenx SE2023-12-31New Buy
+4.40%
●
338.91 ($465.95) 506.01
$665.19
42.76%
New holding
153,204
153,204
APGE 		Apogee Therapeutics Inc2024-03-31Add
+4.35%
●
27.56 ($43.66) 69.8
$40.46
-7.33%
Add 170.52%
1,842,515
1,161,414
BSX 		Boston Scientific Corp2023-12-31Sold Out
-3.73%
●
48.64 ($53.38) 57.81
$96.89
81.51%
Sold Out
0
-1,164,850
CGON 		CG Oncology Inc2024-06-30Add
+3.52%
●
25.84 ($34.66) 43.32
$29.61
-14.57%
Add 192.82%
3,309,507
2,179,272
VKTX 		Viking Therapeutics Inc2024-03-31New Buy
+3.30%
●
17.4 ($44.5) 94.5
$34.86
-21.66%
New holding
713,100
713,100
IMCR 		Immunocore Holdings PLC2024-03-31Sold Out
-3.16%
●
60.14 ($68.63) 75.36
$29.44
-57.10%
Sold Out
0
-611,365
APLS 		Apellis Pharmaceuticals Inc2024-09-30Add
+3.12%
●
28.84 ($37.03) 41.15
$29.03
-21.60%
Add 410.82%
3,125,183
2,513,383
DICE DICE Therapeutics Inc2023-09-30Sold Out
-2.88%
●
46.4 ($47.05) 47.55
$47.55
1.06%
Sold Out
0
-1,029,901

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 2024-09-30

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

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