← vers les grands investisseurs
Braidwell Lp
gestionnaire d'actifs · portefeuille $2.70 Md · 86 positions · rapport au 30.06.2026
Positions en Actions rapport pour 30.06.2026, déposé le 14.08.2026; modification — par rapport à 31.03.2026 · 106
| Société | Actions | Valeur | % du portefeuille | Variation sur le Trimestre |
|---|---|---|---|---|
| Caris Life Sciences, Inc. US:CAI | 8 256 032 | $147 M | 5.65% | +246 585 |
| Hinge Health, Inc. US:HNGE | 1 330 127 | $110 M | 4.24% | −124 996 |
| Glaukos Corp US:GKOS | 591 927 | $82.7 M | 3.18% | −171 578 |
| Edgewise Therapeutics Inc US:EWTX | 1 996 965 | $81.1 M | 3.12% | −350 618 |
| Spyre Therapeutics Inc. US:SYRE | 879 467 | $78.1 M | 3.00% | −53 356 |
| iRhythm Technologies Inc US:IRTC | 654 262 | $77.8 M | 2.99% | +44 070 |
| NeoGenomics Inc US:NEO | 4 918 202 | $71.8 M | 2.76% | −699 200 |
| Kodiak Sciences Inc US:KOD | 1 787 318 | $69.6 M | 2.67% | −31 347 |
| Xenon Pharmaceuticals Inc US:XENE | 1 131 452 | $68.3 M | 2.62% | −207 000 |
| Monte Rosa Therapeutics Inc US:GLUE | 2 451 562 | $59.3 M | 2.28% | −755 012 |
| Dianthus Therapeutics Inc. US:DNTH | 594 562 | $58.0 M | 2.23% | −304 802 |
| Neurocrine Biosciences Inc US:NBIX | 336 171 | $56.7 M | 2.18% | −315 950 |
| Alphatec Holdings, Inc. US:ATEC | 6 531 439 | $56.5 M | 2.17% | +4 358 714 |
| Generate Biomedicines, Inc. US:GENB | 3 283 844 | $55.4 M | 2.13% | −309 155 |
| Maravai Lifesciences Holding… US:MRVI | 8 702 921 | $54.3 M | 2.09% | −1 537 243 |
| Krystal Biotech Inc US:KRYS | 128 975 | $47.9 M | 1.84% | −53 450 |
| Humana Inc US:HUM | 114 500 | $45.5 M | 1.75% | nouvelle |
| Thermo Fisher Scientific Inc US:TMO | 89 395 | $44.8 M | 1.72% | −3 520 |
| Kymera Therapeutics Inc US:KYMR | 378 163 | $43.4 M | 1.67% | +40 604 |
| Rhythm Pharmaceuticals Inc US:RYTM | 381 128 | $42.3 M | 1.63% | +70 500 |
| DAMORA THERAPEUTICS INC CUSIP 36322Q206 | 1 620 377 | $42.1 M | 1.62% | +725 531 |
| ACADIA PHARMACEUTICALS INC US:ACAD | 1 646 399 | $41.7 M | 1.60% | −824 800 |
| BrightSpring Health Services… US:BTSG | 596 753 | $41.6 M | 1.60% | −419 809 |
| TransMedics Group Inc US:TMDX | 609 715 | $40.5 M | 1.56% | +280 324 |
| MBX Biosciences, Inc. US:MBX | 710 880 | $39.2 M | 1.51% | −781 587 |
| Climb Bio Inc US:CLYM | 2 797 375 | $36.5 M | 1.40% | +1 267 700 |
| CareDx Inc US:CDNA | 1 220 602 | $34.8 M | 1.34% | −952 544 |
| Maze Therapeutics, Inc. US:MAZE | 1 140 040 | $34.0 M | 1.31% | nouvelle |
| Bright Minds Biosciences Inc US:DRUG | 483 822 | $34.0 M | 1.30% | −55 886 |
| Acadia Healthcare Company, I… US:ACHC | 1 141 477 | $33.7 M | 1.29% | +495 577 |
| NEKTAR THERAPEUTICS US:NKTR | 473 617 | $33.1 M | 1.27% | +250 916 |
| Corvus Pharmaceuticals Inc US:CRVS | 2 126 298 | $31.8 M | 1.22% | +373 500 |
| Nurix Therapeutics Inc US:NRIX | 1 286 769 | $31.2 M | 1.20% | −463 997 |
| Inspire Medical Systems Inc US:INSP | 677 570 | $30.2 M | 1.16% | — |
| Avalo Therapeutics Inc US:AVTX | 1 629 182 | $30.1 M | 1.16% | nouvelle |
| Alamar Biosciences, Inc. US:ALMR | 1 083 983 | $29.4 M | 1.13% | nouvelle |
| Danaher Corporation US:DHR | 150 627 | $28.7 M | 1.10% | +11 300 |
| Intuitive Surgical Inc US:ISRG | 70 137 | $27.9 M | 1.07% | −7 160 |
| Oruka Therapeutics, Inc. US:ORKA | 278 164 | $26.5 M | 1.02% | nouvelle |
| Avalyn Pharma Inc. US:AVLN | 801 395 | $26.4 M | 1.01% | nouvelle |
| Aveanna Healthcare Holdings… US:AVAH | 3 065 106 | $26.3 M | 1.01% | +861 600 |
| BioAge Labs, Inc US:BIOA | 1 033 129 | $25.3 M | 0.97% | −167 458 |
| Boston Scientific Corp US:BSX | 587 567 | $25.1 M | 0.96% | +241 100 |
| Vera Therapeutics Inc US:VERA | 564 724 | $24.2 M | 0.93% | +40 900 |
| REPLIGEN CORP US:RGEN | 177 100 | $24.2 M | 0.93% | +129 600 |
| ZURA BIO LTD CUSIP G9TY5A101 | 3 980 295 | $23.5 M | 0.90% | −8 694 |
| Guardant Health Inc US:GH | 147 850 | $22.2 M | 0.85% | −351 862 |
| Evolus Inc US:EOLS | 3 155 209 | $21.9 M | 0.84% | +50 000 |
| Natera, Inc. US:NTRA | 79 500 | $21.6 M | 0.83% | −49 500 |
| Orthopediatrics Corp US:KIDS | 1 100 370 | $21.1 M | 0.81% | — |
| Elevance Health Inc US:ELV | 53 960 | $20.9 M | 0.80% | −8 120 |
| Tectonic Therapeutic, Inc. US:TECX | 596 900 | $20.5 M | 0.79% | −250 251 |
| Dyne Therapeutics Inc US:DYN | 921 598 | $20.5 M | 0.79% | −760 400 |
| Immunocore Holdings Ltd US:IMCR | 521 327 | $16.6 M | 0.64% | nouvelle |
| argenx NV ADR US:ARGX | 17 707 | $16.4 M | 0.63% | −67 232 |
| Celldex Therapeutics Inc US:CLDX | 436 646 | $16.2 M | 0.62% | −919 436 |
| Ovid Therapeutics Inc US:OVID | 5 919 464 | $15.9 M | 0.61% | nouvelle |
| MannKind Corp US:MNKD | 3 458 429 | $14.7 M | 0.57% | nouvelle |
| UNIQURE NV CUSIP N90064101 | 301 652 | $13.9 M | 0.53% | nouvelle |
| X4 Pharmaceuticals Inc US:XFOR | 2 922 754 | $13.6 M | 0.52% | −350 200 |
| Oric Pharmaceuticals, Inc. US:ORIC | 1 214 540 | $13.2 M | 0.51% | +86 500 |
| KINIKSA PHARMACEUTICALS INTL CUSIP G52694109 | 183 822 | $11.8 M | 0.45% | −88 700 |
| OCULIS HOLDING AG CUSIP H5870P102 | 834 183 | $11.6 M | 0.44% | nouvelle |
| Aclaris Therapeutics Inc US:ACRS | 2 142 348 | $11.3 M | 0.44% | +443 232 |
| Seaport Therapeutics, Inc. US:SPTX | 500 000 | $10.9 M | 0.42% | nouvelle |
| Vor Biopharma Inc US:VOR | 573 104 | $10.6 M | 0.41% | +106 330 |
| Surrozen Inc US:SRZN | 390 753 | $10.1 M | 0.39% | −5 347 |
| Immunic Inc US:IMUX | 645 010 | $9.91 M | 0.38% | nouvelle |
| HELIX ACQUISITION CORP III CUSIP G4444S107 | 900 000 | $9.54 M | 0.37% | — |
| Ionis Pharmaceuticals Inc US:IONS | 116 762 | $9.26 M | 0.36% | −14 100 |
| Quest Diagnostics Incorporat… US:DGX | 43 200 | $9.16 M | 0.35% | nouvelle |
| Adlai Nortye Group Ltd. US:ANL | 795 214 | $9.14 M | 0.35% | nouvelle |
| Tenax Therapeutics Inc US:TENX | 584 412 | $8.50 M | 0.33% | nouvelle |
| Kardigan, Inc. US:KARD | 300 000 | $7.16 M | 0.27% | nouvelle |
| AMANAT ACQUISITION CORP CUSIP G0375M101 | 700 000 | $7.11 M | 0.27% | nouvelle |
| Hemab Therapeutics Holdings,… US:COAG | 160 000 | $5.88 M | 0.23% | nouvelle |
| GH RESEARCH PLC CUSIP G3855L106 | 207 240 | $5.57 M | 0.21% | nouvelle |
| Waters Corporation US:WAT | 14 040 | $5.27 M | 0.20% | nouvelle |
| RESEARCH ALLIANCE CORP III CUSIP G75226103 | 400 000 | $4.28 M | 0.16% | nouvelle |
| JATT II ACQUISITION CORP CUSIP G50765109 | 250 000 | $2.84 M | 0.11% | nouvelle |
| Pulmonx Corp US:LUNG | 752 541 | $978 k | 0.04% | — |
| VYNE THERAPEUTICS INC CUSIP 92941V308 | 916 077 | $596 k | 0.02% | — |
| CYCLERION THERAPEUTICS INC CUSIP 23255M204 | 156 890 | $532 k | 0.02% | nouvelle |
| SOLENO THERAPEUTICS INC CUSIP 834203309 | 0 (était 959 259) | — | — | vendue |
| Celcuity LLC US:CELC | 0 (était 29 198) | — | — | vendue |
| Tarsus Pharmaceuticals Inc US:TARS | 0 (était 265 715) | — | — | vendue |
| Centene Corp US:CNC | 0 (était 330 000) | — | — | vendue |
| TG Therapeutics Inc US:TGTX | 0 (était 358 800) | — | — | vendue |
| CENTESSA PHARMACEUTICALS PLC CUSIP 152309100 | 0 (était 1 986 768) | — | — | vendue |
| ESTABLISHMENT LABS HLDGS INC CUSIP G31249108 | 0 (était 463 600) | — | — | vendue |
| CG Oncology, Inc. US:CGON | 0 (était 984 783) | — | — | vendue |
| Compass Therapeutics, Inc. US:CMPX | 0 (était 1 965 106) | — | — | vendue |
| Denali Therapeutics Inc US:DNLI | 0 (était 296 324) | — | — | vendue |
| ENGENE HOLDINGS INC CUSIP 29286M105 | 0 (était 2 456 870) | — | — | vendue |
| Fulcrum Therapeutics Inc US:FULC | 0 (était 3 134 922) | — | — | vendue |
| GRAIL, LLC US:GRAL | 0 (était 142 755) | — | — | vendue |
| Harrow Health Inc US:HROW | 0 (était 156 419) | — | — | vendue |
| Illumina Inc US:ILMN | 0 (était 229 215) | — | — | vendue |
| NUVALENT INC CUSIP 670703107 | 0 (était 700 429) | — | — | vendue |
| Penumbra Inc US:PEN | 0 (était 105 352) | — | — | vendue |
| Revvity Inc. US:RVTY | 0 (était 48 400) | — | — | vendue |
| APOGEE THERAPEUTICS INC CUSIP 03770N101 | 0 (était 478 667) | — | — | vendue |
| Praxis Precision Medicines I… US:PRAX | 0 (était 9 976) | — | — | vendue |
| Biomarin Pharmaceutical Inc US:BMRN | 0 (était 497 020) | — | — | vendue |
| Revolution Medicines, Inc. US:RVMD | 0 (était 84 900) | — | — | vendue |
| CVS Health Corp US:CVS | 0 (était 290 700) | — | — | vendue |
Dans les entreprises de notre base de données 6
| Société | Participation | Actions | Date du Rapport |
|---|---|---|---|
| Amanat Acquisition Corp Clas… | 8.97% | 700 000 | 2026-06-30 |
| Bright Minds Biosciences Inc | 4.97% | 483 822 | 2026-06-30 |
| Alphatec Holdings, Inc. | 4.23% | 6 531 439 | 2026-06-30 |
| Alamar Biosciences, Inc. | 1.56% | 1 083 983 | 2026-06-30 |
| Oculis Holding AG | 1.44% | 834 183 | 2026-06-30 |
| Aveanna Healthcare Holdings… | 1.4% | 3 065 106 | 2026-06-30 |
publicité