Filer Name: BRAIDWELL LP
CIK: 1920938
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 73
Portfolio Value: $2.35B

Braidwell Lp Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
GH 0 11/15/27 TRACE GUARDANT HEALTH INC 268,252,000 $226M 6.70% - -
BBIO 2.5 03/15/27 TRACE BRIDGEBIO PHARMA INC 140,838,000 $148M 4.39% - -
NVCR 0 11/01/25 TRACE NOVOCURE LTD 140,834,000 $134M 3.99% - -
NBIX US NEUROCRINE BIOSCIENCES INC 901,790 $123M 3.65% -1.7% -
759916AD1 - REPLIGEN CORP 112,000,000 $115M 3.40% 100.0% -
XENE US XENON PHARMACEUTICALS INC 2,913,964 $114M 3.39% 7.6% -
GMED 0.375 03/15/25 TRACE NUVASIVE INC 114,206,000 $113M 3.36% - -
NEO 0.25 01/15/28 TRACE NEOGENOMICS INC 116,381,000 $98M 2.91% - -
LEGN US LEGEND BIOTECH CORP-ADR 2,977,951 $97M 2.87% 93.2% -
CGON US CG ONCOLOGY INC 3,283,317 $94M 2.79% 3.5% -
GH US GUARDANT HEALTH INC 2,847,931 $87M 2.58% -14.8% -
IRWD 1.5 06/15/26 TRACE IRONWOOD PHARMACEUTICALS 92,740,000 $85M 2.53% - -
ALGN US ALIGN TECHNOLOGY INC 375,179 $78M 2.32% 20.4% -
DXCM 0.375 05/15/28 TRACE DEXCOM INC 82,700,000 $74M 2.21% -10.8% -
APGE US APOGEE THERAPEUTICS INC 1,540,362 $70M 2.07% -6.3% -
KNSA US KINIKSA PHARMACEUTICALS INTE 3,452,447 $68M 2.02% 19.3% -
APLS US APELLIS PHARMACEUTICALS INC 2,098,866 $67M 1.99% -32.8% -
IRTC US IRHYTHM TECHNOLOGIES INC 705,391 $64M 1.89% -9.9% -
EWTX US EDGEWISE THERAPEUTICS INC 2,332,196 $62M 1.85% 19.1% -
DAWN US DAY ONE BIOPHARMACEUTICALS I 4,873,853 $62M 1.83% - -
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