B
Braidwell Portfolio holdings
AUM
$3.37B
1-Year Est. Return
0.13%
1 Year Est. Return
+0.13%
AUM
$2.92B
AUM Growth
+$79.1M
(+2.8%)
Holding
71
Top Buys
| 1 | +$195M | |
| 2 | +$45M | |
| 3 | +$36.1M | |
| 4 |
Inspire Medical Systems
INSP
|
+$28.5M |
| 5 |
Xenon Pharmaceuticals
XENE
|
+$28M |
Top Sells
| 1 | +$80.4M | |
| 2 | +$39.5M | |
| 3 | +$38.9M | |
| 4 |
BCAX
Bicara Therapeutics
BCAX
|
+$28.2M |
| 5 |
Guardant Health
GH
|
+$25.5M |
Sector Composition
| 1 | Healthcare | 71.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Sarepta Therapeutics
SRPT
$1.97B
| – | – |
-234,500
|
|
||
52
Trevi Therapeutics
TRVI
$1.38B
| – | – |
-72,083
|
|
||
53
Skye Bioscience
SKYE
$41.7M
| – | – |
-825,732
|
|
||
|
BCAX
54
Bicara Therapeutics
BCAX
$810M
| – | – |
-2,162,803
|
|
||
|
BBNX
55
Beta Bionics
BBNX
$1.2B
| – | – |
-140,000
|
|
||
|
MTSR
56
DELISTED
Metsera Inc
MTSR
| – | – |
-175,000
|
|
||
|
AARD
57
Aardvark Therapeutics
AARD
$215M
| – | – |
-500,000
|
|
||
58
Ascendis Pharma
ASND
$12.5B
| – | – |
-106,713
|
|