BRAIDWELL LP

Q2 2026 13F-HR Holdings

Location
Stamford, CT
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$2,703,471
Net value change ($000)
-294,273 (-9.8%)
New positions
24
Sold out positions
23
Turnover %
34.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HNGE 54,291 96.8%
HUM 45,482 NEW
MAZE 34,019 NEW
ATEC 32,858 139.0%
SYRE 31,027 65.9%
AVTX 30,107 NEW
NEO 30,076 72.2%
ALAMAR BIOSCIENCES INC 29,365 NEW
ORKA 26,473 NEW
AVALYN PHARMACEUTICALS INC 26,382 NEW
Top Reduces (Value $000, Stocks/ETFs)
CNTA -78,914 -100.0%
NUVL -71,759 -100.0%
CGON -66,650 -100.0%
ARGX -45,599 -73.5%
APGE -40,289 -100.0%
PEN -34,594 -100.0%
SLNO -32,116 -100.0%
NBIX -29,253 -34.1%
ILMN -28,253 -100.0%
BMRN -28,077 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type