B
DRUG

Braidwell’s Bright Minds Biosciences DRUG Stock Holding History

Braidwell’s Portfolio DRUG Stock Details DRUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34M Sell
483,822
-55,886
-10% -$4.39M 1.26% 30
2026
Q1 		$39.4M Buy
539,708
+215,350
+66% +$17.3M 1.31% 30
2025
Q4 		$25.3M Buy
324,358
+20,673
+7% +$1.38M 0.81% 49
2025
Q3 		$18.4M Buy
+303,685
New +$11.8M 0.55% 48

Other funds holding DRUG

JT
Jupiter Topco New York $245B AUM
CAM
Cormorant Asset Management Boston, Massachusetts $1.95B AUM 773.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Braidwell's DRUG Position: Q2 2026 in Review

Braidwell reduced its Bright Minds Biosciences (DRUG) stake by 10% in Q2 2026, selling an estimated $4.39M and leaving 483,822 shares worth $34M. The position accounts for 1.26% of the portfolio, ranked #30.

Braidwell first reported a position in DRUG in Q3 2025 and has held it in 4 quarters since. The position peaked at $39.4M in Q1 2026. 100 funds tracked by Wall St. Rank hold DRUG as of Q2 2026.

  • Braidwell held 483,822 shares of Bright Minds Biosciences worth $34M as of Q2 2026.
  • Braidwell sold 55,886 Bright Minds Biosciences shares in Q2 2026, an estimated $4.39M.
  • Bright Minds Biosciences made up 1.26% of Braidwell's portfolio in Q2 2026, its #30 holding.
  • Braidwell first reported a position in Bright Minds Biosciences in Q3 2025 and has held it in 4 quarters since.
  • Braidwell's Bright Minds Biosciences position peaked at $39.4M in Q1 2026.
  • 100 funds tracked by Wall St. Rank held Bright Minds Biosciences as of Q2 2026.

Based on Braidwell's 13F filing for Q2 2026, filed 14 Aug 2026.