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B

Braidwell Portfolio holdings

AUM $2.7B
1-Year Est. Return 88.53%
This Fund
S&P 500
This Quarter Est. Return
+3.75%
1 Year Est. Return
+88.53%
3 Year Est. Return
+96.53%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3B
AUM Growth
-$129M
Cap. Flow
-$282M
Cap. Flow %
-9.39%
Top 10 Hldgs %
30.38%
Holding
102
New
28
Increased
19
Reduced
31
Closed
14

Top Buys

Rank Stock Value
1
IRTC icon
iRhythm Holdings
IRTC
+$56.7M
2
GH icon
Guardant Health
GH
+$50.2M
3
GENB
Generate Biomedicines
GENB
+$43.9M
4
GLUE icon
Monte Rosa Therapeutics
GLUE
+$43.2M
5
ARGX icon
argenx
ARGX
+$42.2M

Top Sells

Rank Stock Value
1
EWTX icon
Edgewise Therapeutics
EWTX
+$82.6M
2
ALGN icon
Align Technology
ALGN
+$59.5M
3
CGON icon
CG Oncology
CGON
+$50.2M
4
RAPT
RAPT Therapeutics
RAPT
+$31.5M
5
LEGN icon
Legend Biotech
LEGN
+$28.2M

Sector Composition

Rank Sector Weight
1 Healthcare 87.27%
2 Miscellaneous 12.42%
3 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIOA
51
BioAge Labs
BIOA
$443M
$21M 0.7%
+1,200,587
New +$23.1M
CVS icon
52
CVS Health
CVS
$119B
$20.9M 0.7%
290,700
-273,500
-48% -$21.1M
TARS icon
53
Tarsus Pharmaceuticals
TARS
$3.15B
$18.6M 0.62%
+265,715
New +$18.6M
ELV icon
54
Elevance Health
ELV
$85.5B
$18.2M 0.61%
+62,080
New +$20.4M
KIDS icon
55
OrthoPediatrics
KIDS
$617M
$17.5M 0.58%
1,100,370
– –
ENGN icon
56
enGene Therapeutics
ENGN
$122M
$16.7M 0.56%
2,456,870
-674,449
-22% -$6M
NKTR icon
57
Nektar Therapeutics
NKTR
$2.48B
$16M 0.53%
+222,701
New +$12.7M
ACHC icon
58
Acadia Healthcare
ACHC
$2.66B
$15.1M 0.5%
+645,900
New +$11.7M
ORIC icon
59
Oric Pharmaceuticals
ORIC
$1.37B
$14.3M 0.48%
+1,128,040
New +$12.8M
AVAH icon
60
Aveanna Healthcare
AVAH
$2.91B
$14.2M 0.47%
+2,203,506
New +$17M
XFOR icon
61
X4 Pharmaceuticals
XFOR
$401M
$13.5M 0.45%
3,272,954
-95,950
-3% -$359K
KNSA icon
62
Kiniksa Pharmaceuticals
KNSA
$6.09B
$13.1M 0.44%
272,522
-41,301
-13% -$1.83M
EOLS icon
63
Evolus
EOLS
$587M
$12.8M 0.43%
3,105,209
– –
TGTX icon
64
TG Therapeutics
TGTX
$8.26B
$11.9M 0.4%
+358,800
New +$10.7M
SRZN icon
65
Surrozen
SRZN
$264M
$11.5M 0.38%
396,100
-73,900
-16% -$1.77M
CNC icon
66
Centene
CNC
$32B
$10.8M 0.36%
+330,000
New +$13.5M
CLYM
67
Climb Bio
CLYM
$837M
$10.5M 0.35%
+1,529,675
New +$8.82M
CMPX icon
68
Compass Therapeutics
CMPX
$432M
$10.4M 0.35%
1,965,106
-821,672
-29% -$4.74M
IONS icon
69
Ionis Pharmaceuticals
IONS
$10.1B
$9.83M 0.33%
+130,862
New +$10.3M
HLXC
70
Helix Acquisition Corp III
HLXC
$238M
$9.27M 0.31%
+900,000
New +$9.21M
VOR icon
71
Vor Biopharma
VOR
$1.34B
$8.33M 0.28%
+466,774
New +$6.58M
RVMD icon
72
Revolution Medicines
RVMD
$44.6B
$8.26M 0.28%
+84,900
New +$8.57M
GRAL
73
GRAIL Inc
GRAL
$3.57B
$7.38M 0.25%
142,755
– –
ACRS icon
74
Aclaris Therapeutics
ACRS
$885M
$6.37M 0.21%
+1,699,116
New +$5.73M
DNLI icon
75
Denali Therapeutics
DNLI
$3.84B
$5.69M 0.19%
+296,324
New +$5.9M
1 2
3
4

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CWM
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M
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AG
Avala Global New York $2.71B AUM 130.04% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
GC
Glenorchy Capital Boorolite, Australia $2.71B AUM 54.26% 1-Year Est. Return
BIAS
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CCM
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ACP
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Braidwell's Q1 2026 Portfolio in Review

As of Q1 2026, Braidwell held 102 positions worth $3B, down 4.1% from $3.13B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Braidwell withdrew a net $282M in Q1 2026, closing 14 positions and reducing 31 holdings. Its most notable exit was Align Technology, an estimated $59.5M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 87% of assets, up from 83% a quarter earlier, followed by Miscellaneous and Financials.

Against the trend, Braidwell opened a new position in Guardant Health worth $46.2M.

  • Braidwell's largest Q1 2026 buy was Guardant Health: 499,712 shares worth $46.2M.
  • Braidwell added most to iRhythm Holdings in Q1 2026, an estimated $56.7M increase.
  • Braidwell's biggest Q1 2026 reduction was Edgewise Therapeutics, cutting an estimated $82.6M.
  • Braidwell fully exited Align Technology in Q1 2026, selling an estimated $59.5M.
  • Braidwell's ten largest holdings make up 30% of its $3B portfolio in Q1 2026.
  • Braidwell opened 28 new positions and closed 14 in Q1 2026.
  • Braidwell's portfolio value fell 4.1% quarter-over-quarter to $3B.

Based on Braidwell's 13F filing for Q1 2026, filed 15 May 2026.