B
Braidwell Portfolio holdings
AUM
$3B
1-Year Est. Return
46.72%
This Fund
S&P 500
1 Year Est. Return
+46.72%
AUM
$3B
AUM Growth
-$129M
(-4.1%)
Holding
104
Top Buys
| 1 | +$56.7M | |
| 2 | +$50.2M | |
| 3 | +$43.9M | |
| 4 |
Monte Rosa Therapeutics
GLUE
|
+$43.2M |
| 5 |
argenx
ARGX
|
+$42.2M |
Top Sells
| 1 | +$82.6M | |
| 2 | +$59.5M | |
| 3 | +$50.2M | |
| 4 |
RAPT
RAPT Therapeutics
RAPT
|
+$31.5M |
| 5 |
Legend Biotech
LEGN
|
+$28.2M |
Sector Composition
| 1 | Healthcare | 87.27% |
| 2 | Financials | 0.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
DRUG
26
Bright Minds Biosciences
DRUG
$864M
| $39.4M | 1.31% |
539,708
+215,350
|
|
||
27
CareDx
CDNA
$1.18B
| $37.7M | 1.26% |
2,173,146
+587,926
|
|
||
28
Intuitive Surgical
ISRG
$150B
| $35.6M | 1.19% |
77,297
-6,120
|
|
||
29
Inspire Medical Systems
INSP
$1.19B
| $34.9M | 1.17% |
677,570
+136,680
|
|
||
30
Penumbra
PEN
$12.5B
| $34.6M | 1.15% |
105,352
-4,800
|
|
||
31
Transmedics
TMDX
$2.32B
| $32.7M | 1.09% |
329,391
+14,050
|
|
||
|
SLNO
32
DELISTED
Soleno Therapeutics
SLNO
| $32.1M | 1.07% |
959,259
-228,600
|
|
||
33
Dyne Therapeutics
DYN
$3.2B
| $30.5M | 1.02% |
1,681,998
+203,669
|
|
||
34
Maravai LifeSciences
MRVI
$708M
| $29M | 0.97% |
10,240,164
+1,886,877
|
|
||
35
Illumina
ILMN
$24.7B
| $28.3M | 0.94% |
229,215
-40,458
|
|
||
36
Kymera Therapeutics
KYMR
$6.7B
| $28.1M | 0.94% |
337,559
-116,700
|
|
||
37
BioMarin Pharmaceuticals
BMRN
$11.1B
| $28.1M | 0.94% |
497,020
-104,500
|
|
||
38
Nurix Therapeutics
NRIX
$1.84B
| $27.1M | 0.91% |
1,750,766
-433,098
|
|
||
39
Rhythm Pharmaceuticals
RYTM
$6.05B
| $27M | 0.9% |
+310,628
|
|
||
40
Danaher
DHR
$129B
| $26.4M | 0.88% |
139,327
+21,100
|
|
||
41
Establishment Labs
ESTA
$2.08B
| $26.3M | 0.88% |
+463,600
|
|
||
|
TECX
42
Tectonic Therapeutic
TECX
$588M
| $26.2M | 0.87% |
847,151
-80,373
|
|
||
43
Natera
NTRA
$32B
| $25.8M | 0.86% |
129,000
+17,500
|
|
||
44
Corvus Pharmaceuticals
CRVS
$1.04B
| $25.6M | 0.86% |
+1,752,798
|
|
||
45
Fulcrum Therapeutics
FULC
$461M
| $24M | 0.8% |
3,134,922
+73,700
|
|
||
46
Zura Bio
ZURA
$408M
| $23.7M | 0.79% |
3,988,989
+808,600
|
|
||
47
Alphatec Holdings
ATEC
$1.19B
| $23.6M | 0.79% |
+2,172,725
|
|
||
|
DMRA
48
Damora Therapeutics
DMRA
$1.53B
| $23.2M | 0.77% |
+894,846
|
|
||
49
Boston Scientific
BSX
$71.8B
| $21.7M | 0.73% |
+346,467
|
|
||
50
Vera Therapeutics
VERA
$2.55B
| $21.1M | 0.7% |
523,824
-260,918
|
|