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.
BRAIDWELL LP
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 ↗
Period
$3.0B
reported valuesum 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
88
positionsALL retained default holdings for this (filer, period), including NULL-value ones
31
new stakespositions with no comparable holding in the prior quarter (kind new), 2026-03-31
16
exitspositions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
Position changes — into 2026-03-31
by shares · Δ value · filing link · how changes are classified §Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusip | Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead 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 (Add / New / 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 | Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero | Δ shares | Prev value | Curr value | Prev shares | Curr shares | Flags |
|---|---|---|---|---|---|---|---|---|
CARIS LIFE SCIENCES INC COMposition key pos:15092 · issuer key iss:520 | add | −$67.7M | +193,305 | $211M | $143M | 7,816,142 | 8,009,447 | |
GUARDANT HEALTH INC DEBT 1.250% 2/1position key pos:18151 · issuer key iss:1057 PRN | trim | −$89.7M | −43,900,000 | $192M | $103M | 104,854,000 | 60,954,000 | |
NEUROCRINE BIOSCIENCES INC COMposition key pos:12315 · issuer key iss:1552 | trim | −$20.7M | −99,413 | $107M | $85.9M | 751,534 | 652,121 | |
GLAUKOS CORP COMposition key pos:16702 · issuer key iss:1012 | trim | −$21.9M | −158,474 | $104M | $82.2M | 921,979 | 763,505 | |
CENTESSA PHARMACEUTICALS PLC SPONSORED ADSposition key pos:18882 · issuer key cusip6:152309 | trim | +$24.2M | −201,552 | $54.7M | $78.9M | 2,188,320 | 1,986,768 | |
XENON PHARMACEUTICALS INC COMposition key pos:13384 · issuer key iss:2365 | trim | −$4.0M | −486,624 | $81.8M | $77.8M | 1,825,076 | 1,338,452 | |
DIANTHUS THERAPEUTICS INC COMposition key pos:18462 · issuer key iss:731 | trim | +$23.0M | −374,571 | $52.5M | $75.5M | 1,273,935 | 899,364 | |
EDGEWISE THERAPEUTICS INC COMposition key pos:12663 · issuer key iss:796 | trim | −$55.4M | −2,863,248 | $129M | $73.9M | 5,210,831 | 2,347,583 | |
IRHYTHM HOLDINGS INC COMposition key pos:13207 · issuer key iss:1153 | add | +$33.4M | +392,847 | $38.6M | $72.0M | 217,345 | 610,192 | |
NUVALENT INC COMposition key pos:14079 · issuer key iss:1594 | trim | −$10.9M | −120,977 | $82.6M | $71.8M | 821,406 | 700,429 | |
KODIAK SCIENCES INC COMposition key sid:sec:prov:b6301632224d8122ae8dff0115962cfa · issuer key cusip6:50015M | trim | +$11.4M | −254,123 | $58.0M | $69.3M | 2,072,788 | 1,818,665 | |
CG ONCOLOGY INC COMposition key pos:12402 · issuer key iss:558 | trim | −$11.0M | −885,788 | $77.7M | $66.7M | 1,870,571 | 984,783 | |
ALPHATEC HLDGS INC NOTE 0.750% 3/1position key sid:sec:prov:8a6c9e7c10d352cf3600836fd828df64 · issuer key cusip6:02081G PRN | new | +$63.4M | +61,621,000 | $0 | $63.4M | — | 61,621,000 | |
ARGENX SE SPONSORED ADRposition key pos:18170 · issuer key iss:242 | add | +$36.0M | +53,932 | $26.1M | $62.0M | 31,007 | 84,939 | |
HINGE HEALTH INC CL Aposition key sid:sec:prov:15b122a1959cdc720dffb69686bc9994 · issuer key cusip6:433313 | add | −$4.5M | +150,500 | $60.6M | $56.1M | 1,304,623 | 1,455,123 | |
ACADIA PHARMACEUTICALS INC COMposition key pos:18889 · issuer key iss:56 | add | +$734K | +439,178 | $54.3M | $55.0M | 2,032,021 | 2,471,199 | |
MONTE ROSA THERAPEUTICS INC COMposition key sid:sec:prov:3224bd4d4c1e7dd823e99e6304f866c2 · issuer key cusip6:61225M | add | +$37.9M | +2,258,258 | $14.9M | $52.7M | 948,316 | 3,206,574 | |
KRYSTAL BIOTECH INC COMposition key pos:17789 · issuer key iss:1307 | trim | −$2.7M | −19,676 | $49.8M | $47.1M | 202,101 | 182,425 | |
SPYRE THERAPEUTICS INC COM NEWposition key pos:14500 · issuer key iss:82 | trim | −$6.5M | −701,792 | $53.5M | $47.1M | 1,634,615 | 932,823 | |
GUARDANT HEALTH INC COMposition key pos:18541 · issuer key iss:1057 | new | +$46.2M | +499,712 | $0 | $46.2M | — | 499,712 | |
THERMO FISHER SCIENTIFIC INC COMposition key pos:16012 · issuer key iss:2132 | add | −$1.1M | +12,190 | $46.8M | $45.7M | 80,725 | 92,915 | |
GENERATE BIOMEDICINES INC COM SHSposition key sid:sec:prov:4a591541501e3e997ba3c8d31dd91fde · issuer key cusip6:370920 | new | +$44.9M | +3,592,999 | $0 | $44.9M | — | 3,592,999 | |
MBX BIOSCIENCES INC COMposition key sid:sec:prov:1910147dd0682cb840152de5838d5484 · issuer key cusip6:55287L | add | +$12.4M | +473,867 | $32.1M | $44.6M | 1,018,600 | 1,492,467 | |
BRIGHTSPRING HEALTH SVCS INC COMposition key pos:19170 · issuer key iss:432 | trim | −$1.5M | −179,224 | $44.8M | $43.3M | 1,195,786 | 1,016,562 | |
CELLDEX THERAPEUTICS INC NEW COM NEWposition key sid:sec:prov:30f8f229420c7a82ec2ecf2f2f622045 · issuer key cusip6:15117B | trim | −$7.5M | −502,027 | $50.5M | $43.0M | 1,858,109 | 1,356,082 | |
NEOGENOMICS INC COM NEWposition key pos:18549 · issuer key iss:1542 | add | −$12.8M | +984,601 | $54.5M | $41.7M | 4,632,801 | 5,617,402 | |
APOGEE THERAPEUTICS INC COMposition key pos:14112 · issuer key iss:217 | trim | −$3.1M | −96,400 | $43.4M | $40.3M | 575,067 | 478,667 | |
BRIGHT MINDS BIOSCIENCES INC COM NEWposition key sid:sec:prov:fed138ced9737b90542a54b9484d2da0 · issuer key cusip6:10919W | add | +$14.1M | +215,350 | $25.3M | $39.4M | 324,358 | 539,708 | |
CAREDX INC COMposition key pos:13317 · issuer key iss:517 | add | +$7.9M | +587,926 | $29.9M | $37.7M | 1,585,220 | 2,173,146 | |
INTUITIVE SURGICAL INC COM NEWposition key pos:17712 · issuer key iss:1213 | trim | −$11.6M | −6,120 | $47.2M | $35.6M | 83,417 | 77,297 | |
INSPIRE MED SYS INC COMposition key pos:14444 · issuer key iss:1183 | add | −$14.9M | +136,680 | $49.9M | $34.9M | 540,890 | 677,570 | |
PENUMBRA INC COMposition key pos:11227 · issuer key iss:1698 | trim | +$347K | −4,800 | $34.2M | $34.6M | 110,152 | 105,352 | |
TRANSMEDICS GROUP INC COMposition key pos:18593 · issuer key iss:2152 | add | −$5.6M | +14,050 | $38.4M | $32.7M | 315,341 | 329,391 | |
SOLENO THERAPEUTICS INC COMposition key sid:sec:prov:9c654c0b85e21e330a7ebfd2ced217c7 · issuer key cusip6:834203 | trim | −$22.9M | −228,600 | $55.0M | $32.1M | 1,187,859 | 959,259 | |
DYNE THERAPEUTICS INC COMposition key pos:14578 · issuer key iss:778 | add | +$1.6M | +203,669 | $28.9M | $30.5M | 1,478,329 | 1,681,998 | |
MARAVAI LIFESCIENCES HLDGS I COM CL Aposition key sid:sec:prov:cb8509dd3b04567b5a45f2dfa14207f1 · issuer key cusip6:56600D | add | +$1.8M | +1,886,877 | $27.1M | $29.0M | 8,353,287 | 10,240,164 | |
ILLUMINA INC COMposition key pos:15512 · issuer key iss:1163 | trim | −$7.1M | −40,458 | $35.4M | $28.3M | 269,673 | 229,215 | |
KYMERA THERAPEUTICS INC COMposition key pos:13465 · issuer key iss:1310 | trim | −$7.2M | −116,700 | $35.3M | $28.1M | 454,259 | 337,559 | |
BIOMARIN PHARMACEUTICAL INC COMposition key pos:11882 · issuer key iss:375 | trim | −$7.7M | −104,500 | $35.7M | $28.1M | 601,520 | 497,020 | |
NURIX THERAPEUTICS INC COMposition key sid:sec:prov:48ac0f50c981e01f7c5af17d58a117cf · issuer key cusip6:67080M | trim | −$14.3M | −433,098 | $41.4M | $27.1M | 2,183,864 | 1,750,766 | |
RHYTHM PHARMACEUTICALS INC COMposition key pos:17607 · issuer key iss:1846 | new | +$27.0M | +310,628 | $0 | $27.0M | — | 310,628 | |
DANAHER CORP DEL COMposition key pos:16031 · issuer key iss:709 | add | −$648K | +21,100 | $27.1M | $26.4M | 118,227 | 139,327 | |
ESTABLISHMENT LABS HLDGS INC COMposition key sid:sec:prov:7bf59fd7aeffb1ecf2ffdacd97c7e39d · issuer key cusip6:G31249 | new | +$26.3M | +463,600 | $0 | $26.3M | — | 463,600 | |
TECTONIC THERAPEUTIC INC COMposition key sid:sec:prov:ab98bdc5d9f0946c8554aa4745533ba5 · issuer key cusip6:878972 | trim | +$6.8M | −80,373 | $19.3M | $26.2M | 927,524 | 847,151 | |
NATERA INC COMposition key pos:14059 · issuer key iss:1529 | add | +$255K | +17,500 | $25.5M | $25.8M | 111,500 | 129,000 | |
CORVUS PHARMACEUTICALS INC COMposition key sid:sec:prov:990effbc09610fc927e1edc54d252d9d · issuer key cusip6:221015 | new | +$25.6M | +1,752,798 | $0 | $25.6M | — | 1,752,798 | |
FULCRUM THERAPEUTICS INC COMposition key sid:sec:prov:b66dc0816f9158ee3c706ae6f74ba1a4 · issuer key cusip6:359616 | add | −$10.6M | +73,700 | $34.6M | $24.0M | 3,061,222 | 3,134,922 | |
ZURA BIO LTD CLASS A ORD SHSposition key sid:sec:prov:37f8d7b8f8c97e91dcf78ef12d0dd5a9 · issuer key cusip6:G9TY5A | add | +$7.1M | +808,600 | $16.7M | $23.7M | 3,180,389 | 3,988,989 | |
ALPHATEC HLDGS INC COM NEWposition key pos:11965 · issuer key cusip6:02081G | new | +$23.6M | +2,172,725 | $0 | $23.6M | — | 2,172,725 | |
DAMORA THERAPEUTICS INC COM NEWposition key pos:17113 · issuer key iss:983 | new | +$23.2M | +894,846 | $0 | $23.2M | — | 894,846 | |
BOSTON SCIENTIFIC CORP COMposition key pos:14974 · issuer key iss:423 | new | +$21.7M | +346,467 | $0 | $21.7M | — | 346,467 | |
VERA THERAPEUTICS INC CL Aposition key sid:sec:prov:c6f0567aff349dfe2dab4a6ee5ba8988 · issuer key cusip6:92337R | trim | −$18.7M | −260,918 | $39.7M | $21.1M | 784,742 | 523,824 | |
BIOAGE LABS INC COMposition key sid:sec:prov:09a6575686667c84597e4fe2b4841977 · issuer key cusip6:09077V | new | +$21.0M | +1,200,587 | $0 | $21.0M | — | 1,200,587 | |
CVS HEALTH CORP COMposition key pos:14228 · issuer key iss:489 | trim | −$23.9M | −273,500 | $44.8M | $20.9M | 564,200 | 290,700 | |
TARSUS PHARMACEUTICALS INC COMposition key pos:11454 · issuer key iss:2092 | new | +$18.6M | +265,715 | $0 | $18.6M | — | 265,715 | |
ELEVANCE HEALTH INC FORMERLY COMposition key pos:15934 · issuer key iss:207 | new | +$18.2M | +62,080 | $0 | $18.2M | — | 62,080 | |
ENGENE HOLDINGS INC COMposition key sid:sec:prov:c58e51841f60c26aab31f70d6e4eabc3 · issuer key cusip6:29286M | trim | −$11.5M | −674,449 | $28.3M | $16.7M | 3,131,319 | 2,456,870 | |
NEKTAR THERAPEUTICS COM NEWposition key sid:sec:prov:8689270ade82a464b05b5b23e79f9006 · issuer key cusip6:640268 | new | +$16.0M | +222,701 | $0 | $16.0M | — | 222,701 | |
ACADIA HEALTHCARE COMPANY IN COMposition key pos:13278 · issuer key iss:55 | new | +$15.1M | +645,900 | $0 | $15.1M | — | 645,900 | |
ORIC PHARMACEUTICALS INC COMposition key pos:11546 · issuer key iss:1634 | new | +$14.3M | +1,128,040 | $0 | $14.3M | — | 1,128,040 | |
AVEANNA HEALTHCARE HLDGS INC COMposition key pos:15712 · issuer key iss:286 | new | +$14.2M | +2,203,506 | $0 | $14.2M | — | 2,203,506 | |
X4 PHARMACEUTICALS INC COM NEWposition key sid:sec:prov:19b9675407eb505d5af586b26c66f53a · issuer key cusip6:98420X | trim | +$41.7K | −95,950 | $13.5M | $13.5M | 3,368,904 | 3,272,954 | |
ZENAS BIOPHARMA INC NOTE 2.500% 4/0position key sid:sec:prov:9e44fcb5d06cd4275ddb0cb55c993d45 · issuer key cusip6:98937L PRN | new | +$13.5M | +13,000,000 | $0 | $13.5M | — | 13,000,000 | |
KINIKSA PHARMACEUTICALS INTL ORD SHS CL Aposition key pos:14218 · issuer key iss:2550 | trim | +$177K | −41,301 | $12.9M | $13.1M | 313,823 | 272,522 | |
TG THERAPEUTICS INC COMposition key pos:18173 · issuer key iss:2129 | new | +$11.9M | +358,800 | $0 | $11.9M | — | 358,800 | |
SURROZEN INC COM NEWposition key sid:sec:prov:0d3c6673b7060f8873ebd8344c73bee8 · issuer key cusip6:86889P | trim | +$916K | −73,900 | $10.6M | $11.5M | 470,000 | 396,100 | |
CENTENE CORP DEL COMposition key pos:13554 · issuer key iss:546 | new | +$10.8M | +330,000 | $0 | $10.8M | — | 330,000 | |
CLIMB BIO INC COMposition key sid:sec:prov:1cc50bf992826e0d3df83d0835990c79 · issuer key cusip6:28658R | new | +$10.5M | +1,529,675 | $0 | $10.5M | — | 1,529,675 | |
COMPASS THERAPEUTICS INC COMposition key sid:sec:prov:c5f3f37de4d48fd1b29c266e9a76eb0b · issuer key cusip6:20454B | trim | −$4.6M | −821,672 | $15.0M | $10.4M | 2,786,778 | 1,965,106 | |
IONIS PHARMACEUTICALS INC COMposition key pos:12370 · issuer key iss:1221 | new | +$9.8M | +130,862 | $0 | $9.8M | — | 130,862 | |
HELIX ACQUISITION CORP III USD CL A ORD SHSposition key pos:17288 · issuer key iss:2530 | new | +$9.3M | +900,000 | $0 | $9.3M | — | 900,000 | |
VOR BIOPHARMA INC COM NEWposition key sid:sec:prov:60242973181bde6041719c13381cdbb1 · issuer key cusip6:929033 | new | +$8.3M | +466,774 | $0 | $8.3M | — | 466,774 | |
REVOLUTION MEDICINES INC COMposition key pos:15541 · issuer key iss:1842 | new | +$8.3M | +84,900 | $0 | $8.3M | — | 84,900 | |
ACLARIS THERAPEUTICS INC COMposition key sid:sec:prov:d6ea93a81ffbe77fbd59d8ff01875a57 · issuer key cusip6:00461U | new | +$6.4M | +1,699,116 | $0 | $6.4M | — | 1,699,116 | |
DENALI THERAPEUTICS INC COMposition key sid:sec:prov:8948595df4e56c28a2e8dffed59ee810 · issuer key cusip6:24823R | new | +$5.7M | +296,324 | $0 | $5.7M | — | 296,324 | |
REPLIGEN CORP COMposition key pos:13464 · issuer key iss:1834 | trim | −$7.8M | −34,290 | $13.4M | $5.6M | 81,790 | 47,500 | |
HARROW INC COMposition key pos:15401 · issuer key iss:1085 | trim | −$9.0M | −138,872 | $14.5M | $5.5M | 295,291 | 156,419 | |
REVVITY INC COMposition key pos:17299 · issuer key iss:1704 | new | +$4.2M | +48,400 | $0 | $4.2M | — | 48,400 | |
CELCUITY INC COMposition key pos:11232 · issuer key iss:542 | new | +$3.3M | +29,198 | $0 | $3.3M | — | 29,198 | |
PRAXIS PRECISION MEDICINES I COM NEWposition key pos:11991 · issuer key iss:1748 | new | +$3.2M | +9,976 | $0 | $3.2M | — | 9,976 | |
ARROWHEAD PHARMACEUTICALS IN NOTE 1/1position key pos:12542 · issuer key iss:249 PRN | new | +$2.3M | +2,250,000 | $0 | $2.3M | — | 2,250,000 | |
VYNE THERAPEUTICS INC COMposition key sid:sec:prov:99c071aece25dc9d861cc1d194c6734d · issuer key cusip6:92941V | new | +$547K | +916,077 | $0 | $547K | — | 916,077 | |
| pos:12302 | exit‡e | −$20.4M | −115,700 | $20.4M | $0 | 115,700 | — | |
| pos:12411 PRN | exit‡e | −$72.8M | −52,000,000 | $72.8M | $0 | 52,000,000 | — | |
| pos:14688 | exit‡e | −$2.6M | −84,795 | $2.6M | $0 | 84,795 | — | |
| pos:14931 | exit‡e | −$59.5M | −381,004 | $59.5M | $0 | 381,004 | — | |
| pos:16214 | exit‡e | −$5.1M | −311,991 | $5.1M | $0 | 311,991 | — | |
| pos:16474 | exit‡e | −$13.4M | −73,370 | $13.4M | $0 | 73,370 | — | |
| pos:17404 PRN | exit‡e | −$50.5M | −53,405,000 | $50.5M | $0 | 53,405,000 | — | |
| pos:18385 | exit‡e | −$23.2M | −575,321 | $23.2M | $0 | 575,321 | — | |
| pos:19129 | 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 | — |
78 more changes below.
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.
Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusip | Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead 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 (Add / New / 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 | Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero | Δ shares | Prev value | Curr value | Prev shares | Curr shares | Flags |
|---|---|---|---|---|---|---|---|---|
REPLIGEN CORP NOTE 1.000%12/1position key pos:13183 · issuer key iss:1834 PRN | no change | −$12.2M | 0 | $111M | $98.7M | 101,000,000 | 101,000,000 | |
NEOGENOMICS INC NOTE 0.250% 1/1position key pos:14768 · issuer key iss:1542 PRN | no change | +$2.1M | 0 | $89.7M | $91.8M | 100,381,000 | 100,381,000 | |
ORTHOPEDIATRICS CORP COMposition key sid:sec:prov:71e6d7a9978be392e4db6948ea1b496a · issuer key cusip6:68752L | no change | −$2.1M | 0 | $19.5M | $17.5M | 1,100,370 | 1,100,370 | |
EVOLUS INC COMposition key sid:sec:prov:3c1bdde45f78766466db92da273259f5 · issuer key cusip6:30052C | no change | −$7.9M | 0 | $20.6M | $12.8M | 3,105,209 | 3,105,209 | |
GRAIL INC COMposition key pos:13498 · issuer key iss:1037 | no change | −$4.8M | 0 | $12.2M | $7.4M | 142,755 | 142,755 | |
PULMONX CORP COMposition key sid:sec:prov:d2d26810594465634746ea83805ad7e9 · issuer key cusip6:745848 | no change | −$692K | 0 | $1.7M | $971K | 752,541 | 752,541 |
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Changes derive from the aggregate's top-25 slices and keyable positions only; unkeyable holdings are counted in the registry, not differenced. methodology §13F ↗
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.
null-value positions: 0holdings whose <value> did not parse — retained and counted, never zero-filled · top-N share ·§: 58.5% · HHI (bps) ·§: 187integer Herfindahl–Hirschman index in basis points over disclosed position values · QoQ moves: 104
Filing history
AVAILABLE QUARTERS| 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 — every position this filer reported for the selected quarter, as it reported it. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Serving this list is M2-CONTRACT §3, amended 2026-08-02; §3.1 keeps live EDGAR for filings newer than this build.
Open BRAIDWELL LP's 13F filings on SEC EDGAR ↗Notes on this data
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.
ViewPrior quarter not yet availableThis build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
Reported positions — 2026-03-31
1–84 of 84 issuers · $3.0B disclosed value over 88 rows · 0 undisclosed-value rowsEvery row below carries ticker not yet mapped — stated once here rather than repeated on every row.
| KindClassification is not joined into this reported-position view. Use the changed-positions view to compare the two published quarters. | TickerThis list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names. | Issuera 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 | WeightShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets. | Valuevalue undisclosed on the filing: retained and counted, excluded from sums, never shown as $0 | Shares | Position changeShare change is available in the separate comparison view; it is not joined into this position list. | Wt | CongressThe congressional transaction join is unavailable in this build. |
|---|---|---|---|---|---|---|---|---|
| — | GHverified 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 | $149M | — | — | 5.0% | — | |
| — | CAIverified 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 CARIS LIFE SCIENCES INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $143M | 8,009,447 | — | 4.8% | — | |
| — | NEOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NEOGENOMICS INC | $134M | — | — | 4.5% | — | |
| — | RGENverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | REPLIGEN CORP | $104M | — | — | 3.5% | — | |
| — | — | ALPHATEC HLDGS INC | $87.0M | — | — | 2.9% | — | |
| — | NBIXverified 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 NEUROCRINE BIOSCIENCES INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $85.9M | 652,121 | — | 2.9% | — | |
| — | GKOSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GLAUKOS CORP GLAUKOS CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $82.2M | 763,505 | — | 2.7% | — | |
| — | — | CENTESSA PHARMACEUTICALS PLC CENTESSA PHARMACEUTICALS PLC · SPONSORED ADS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $78.9M | 1,986,768 | — | 2.6% | — | |
| — | XENEverified 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 XENON PHARMACEUTICALS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $77.8M | 1,338,452 | — | 2.6% | — | |
| — | DNTHverified 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 DIANTHUS THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $75.5M | 899,364 | — | 2.5% | — | |
| — | EWTXverified 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 EDGEWISE THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $73.9M | 2,347,583 | — | 2.5% | — | |
| — | IRTCverified 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 IRHYTHM HOLDINGS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $72.0M | 610,192 | — | 2.4% | — | |
| — | NUVLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NUVALENT INC NUVALENT INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $71.8M | 700,429 | — | 2.4% | — | |
| — | — | KODIAK SCIENCES INC KODIAK SCIENCES INC · COM CUSIP 50015M109 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $69.3M | 1,818,665 | — | 2.3% | — | |
| — | CGONverified 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 CG ONCOLOGY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $66.7M | 984,783 | — | 2.2% | — | |
| — | ARGXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ARGENX SE ARGENX SE · SPONSORED ADR CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $62.0M | 84,939 | — | 2.1% | — | |
| — | — | HINGE HEALTH INC HINGE HEALTH INC · CL A CUSIP 433313103 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $56.1M | 1,455,123 | — | 1.9% | — | |
| — | ACADverified 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 ACADIA PHARMACEUTICALS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $55.0M | 2,471,199 | — | 1.8% | — | |
| — | — | MONTE ROSA THERAPEUTICS INC MONTE ROSA THERAPEUTICS INC · COM CUSIP 61225M102 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $52.7M | 3,206,574 | — | 1.8% | — | |
| — | KRYSverified 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 KRYSTAL BIOTECH INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $47.1M | 182,425 | — | 1.6% | — | |
| — | SYREverified 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 SPYRE THERAPEUTICS INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $47.1M | 932,823 | — | 1.6% | — | |
| — | TMOverified 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 THERMO FISHER SCIENTIFIC INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $45.7M | 92,915 | — | 1.5% | — | |
| — | — | GENERATE BIOMEDICINES INC GENERATE BIOMEDICINES INC · COM SHS CUSIP 370920100 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $44.9M | 3,592,999 | — | 1.5% | — | |
| — | — | MBX BIOSCIENCES INC MBX BIOSCIENCES INC · COM CUSIP 55287L101 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $44.6M | 1,492,467 | — | 1.5% | — | |
| — | BTSGverified 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 BRIGHTSPRING HEALTH SVCS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $43.3M | 1,016,562 | — | 1.4% | — | |
| — | — | CELLDEX THERAPEUTICS INC NEW CELLDEX THERAPEUTICS INC NEW · COM NEW CUSIP 15117B202 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $43.0M | 1,356,082 | — | 1.4% | — | |
| — | APGEverified 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 APOGEE THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $40.3M | 478,667 | — | 1.3% | — | |
| — | — | BRIGHT MINDS BIOSCIENCES INC BRIGHT MINDS BIOSCIENCES INC · COM NEW CUSIP 10919W405 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $39.4M | 539,708 | — | 1.3% | — | |
| — | CDNAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CAREDX INC CAREDX INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $37.7M | 2,173,146 | — | 1.3% | — | |
| — | ISRGverified 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 INTUITIVE SURGICAL INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $35.6M | 77,297 | — | 1.2% | — | |
| — | INSPverified 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 INSPIRE MED SYS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $34.9M | 677,570 | — | 1.2% | — | |
| — | PENverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PENUMBRA INC PENUMBRA INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $34.6M | 105,352 | — | 1.2% | — | |
| — | TMDXverified 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 TRANSMEDICS GROUP INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $32.7M | 329,391 | — | 1.1% | — | |
| — | — | SOLENO THERAPEUTICS INC SOLENO THERAPEUTICS INC · COM CUSIP 834203309 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $32.1M | 959,259 | — | 1.1% | — | |
| — | DYNverified 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 DYNE THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $30.5M | 1,681,998 | — | 1.0% | — | |
| — | — | MARAVAI LIFESCIENCES HLDGS I MARAVAI LIFESCIENCES HLDGS I · COM CL A CUSIP 56600D107 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $29.0M | 10,240,164 | — | 1.0% | — | |
| — | ILMNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ILLUMINA INC ILLUMINA INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $28.3M | 229,215 | — | 0.9% | — | |
| — | KYMRverified 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 KYMERA THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $28.1M | 337,559 | — | 0.9% | — | |
| — | BMRNverified 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 BIOMARIN PHARMACEUTICAL INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $28.1M | 497,020 | — | 0.9% | — | |
| — | — | NURIX THERAPEUTICS INC NURIX THERAPEUTICS INC · COM CUSIP 67080M103 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $27.1M | 1,750,766 | — | 0.9% | — | |
| — | RYTMverified 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 RHYTHM PHARMACEUTICALS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $27.0M | 310,628 | — | 0.9% | — | |
| — | DHRverified 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 DANAHER CORP DEL · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $26.4M | 139,327 | — | 0.9% | — | |
| — | — | ESTABLISHMENT LABS HLDGS INC ESTABLISHMENT LABS HLDGS INC · COM CUSIP G31249108 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $26.3M | 463,600 | — | 0.9% | — | |
| — | — | TECTONIC THERAPEUTIC INC TECTONIC THERAPEUTIC INC · COM CUSIP 878972108 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $26.2M | 847,151 | — | 0.9% | — | |
| — | NTRAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NATERA INC NATERA INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $25.8M | 129,000 | — | 0.9% | — | |
| — | — | CORVUS PHARMACEUTICALS INC CORVUS PHARMACEUTICALS INC · COM CUSIP 221015100 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $25.6M | 1,752,798 | — | 0.9% | — | |
| — | — | FULCRUM THERAPEUTICS INC FULCRUM THERAPEUTICS INC · COM CUSIP 359616109 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $24.0M | 3,134,922 | — | 0.8% | — | |
| — | — | ZURA BIO LTD ZURA BIO LTD · CLASS A ORD SHS CUSIP G9TY5A101 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $23.7M | 3,988,989 | — | 0.8% | — | |
| — | DMRAverified 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 DAMORA THERAPEUTICS INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $23.2M | 894,846 | — | 0.8% | — | |
| — | BSXverified 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 BOSTON SCIENTIFIC CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $21.7M | 346,467 | — | 0.7% | — | |
| — | — | VERA THERAPEUTICS INC VERA THERAPEUTICS INC · CL A CUSIP 92337R101 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $21.1M | 523,824 | — | 0.7% | — | |
| — | — | BIOAGE LABS INC BIOAGE LABS INC · COM CUSIP 09077V100 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $21.0M | 1,200,587 | — | 0.7% | — | |
| — | CVSverified 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 CVS HEALTH CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $20.9M | 290,700 | — | 0.7% | — | |
| — | TARSverified 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 TARSUS PHARMACEUTICALS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $18.6M | 265,715 | — | 0.6% | — | |
| — | ELVverified 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 ELEVANCE HEALTH INC FORMERLY · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $18.2M | 62,080 | — | 0.6% | — | |
| — | — | ORTHOPEDIATRICS CORP ORTHOPEDIATRICS CORP · COM CUSIP 68752L100 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $17.5M | 1,100,370 | — | 0.6% | — | |
| — | — | ENGENE HOLDINGS INC ENGENE HOLDINGS INC · COM CUSIP 29286M105 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $16.7M | 2,456,870 | — | 0.6% | — | |
| — | — | NEKTAR THERAPEUTICS NEKTAR THERAPEUTICS · COM NEW CUSIP 640268306 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $16.0M | 222,701 | — | 0.5% | — | |
| — | ACHCverified 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 ACADIA HEALTHCARE COMPANY IN · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $15.1M | 645,900 | — | 0.5% | — | |
| — | ORICverified 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 ORIC PHARMACEUTICALS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $14.3M | 1,128,040 | — | 0.5% | — | |
| — | AVAHverified 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 AVEANNA HEALTHCARE HLDGS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $14.2M | 2,203,506 | — | 0.5% | — | |
| — | — | X4 PHARMACEUTICALS INC X4 PHARMACEUTICALS INC · COM NEW CUSIP 98420X202 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $13.5M | 3,272,954 | — | 0.5% | — | |
| — | — | ZENAS BIOPHARMA INC ZENAS BIOPHARMA INC · NOTE 2.500% 4/0 CUSIP 98937LAA3 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $13.5M | 13,000,000 PRN | — | 0.4% | — | |
| — | KNSAverified 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 KINIKSA PHARMACEUTICALS INTL · ORD SHS CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $13.1M | 272,522 | — | 0.4% | — | |
| — | — | EVOLUS INC EVOLUS INC · COM CUSIP 30052C107 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $12.8M | 3,105,209 | — | 0.4% | — | |
| — | TGTXverified 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 TG THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $11.9M | 358,800 | — | 0.4% | — | |
| — | — | SURROZEN INC SURROZEN INC · COM NEW CUSIP 86889P208 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $11.5M | 396,100 | — | 0.4% | — | |
| — | CNCverified 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 CENTENE CORP DEL · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $10.8M | 330,000 | — | 0.4% | — | |
| — | — | CLIMB BIO INC CLIMB BIO INC · COM CUSIP 28658R106 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $10.5M | 1,529,675 | — | 0.3% | — | |
| — | — | COMPASS THERAPEUTICS INC COMPASS THERAPEUTICS INC · COM CUSIP 20454B104 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $10.4M | 1,965,106 | — | 0.3% | — | |
| — | IONSverified 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 IONIS PHARMACEUTICALS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $9.8M | 130,862 | — | 0.3% | — | |
| — | HLXCverified 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 HELIX ACQUISITION CORP III · USD CL A ORD SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $9.3M | 900,000 | — | 0.3% | — | |
| — | — | VOR BIOPHARMA INC VOR BIOPHARMA INC · COM NEW CUSIP 929033207 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $8.3M | 466,774 | — | 0.3% | — | |
| — | RVMDverified 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 REVOLUTION MEDICINES INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $8.3M | 84,900 | — | 0.3% | — | |
| — | GRALverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GRAIL INC GRAIL INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $7.4M | 142,755 | — | 0.2% | — | |
| — | — | ACLARIS THERAPEUTICS INC ACLARIS THERAPEUTICS INC · COM CUSIP 00461U105 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $6.4M | 1,699,116 | — | 0.2% | — | |
| — | — | DENALI THERAPEUTICS INC DENALI THERAPEUTICS INC · COM CUSIP 24823R105 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $5.7M | 296,324 | — | 0.2% | — | |
| — | HROWverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | HARROW INC HARROW INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $5.5M | 156,419 | — | 0.2% | — | |
| — | RVTYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | REVVITY INC REVVITY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $4.2M | 48,400 | — | 0.1% | — | |
| — | CELCverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CELCUITY INC CELCUITY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $3.3M | 29,198 | — | 0.1% | — | |
| — | PRAXverified 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 PRAXIS PRECISION MEDICINES I · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $3.2M | 9,976 | — | 0.1% | — | |
| — | — | ARROWHEAD PHARMACEUTICALS IN ARROWHEAD PHARMACEUTICALS IN · NOTE 1/1 CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $2.3M | 2,250,000 PRN | — | 0.1% | — | |
| — | — | PULMONX CORP PULMONX CORP · COM CUSIP 745848101 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $971K | 752,541 | — | 0.0% | — | |
| — | — | VYNE THERAPEUTICS INC VYNE THERAPEUTICS INC · COM CUSIP 92941V308 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $547K | 916,077 | — | 0.0% | — |
1–84 of 84 issuers · page 1 of 1
every row this filer reported for the quarter, as it reported it — cross-filer de-duplication is applied to issuer totals elsewhere and never deletes a row here
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).