BRAIDWELL LP
STAMFORD CT · SEC CIK 0001920938
$27.03亿2026Q2 申报市值
86持仓数
31.6%前十大占比 · 第一大 5.4%
23 / 26新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HUM 新建仓+$4,548.17万
ATEC 加仓+$3,770.29万
MAZE 新建仓+$3,401.88万
AVTX 新建仓+$3,010.73万
ALMR 新建仓+$2,936.51万
2026Q2 卖出最多 按季末市值估算
GH 清仓-$1.03亿
RGEN 减仓-$8,736.91万
CENTESSA PHARMAC 清仓-$7,891.44万
NEOGENOMICS INC 减仓-$7,722.16万
NUVALENT INC 清仓-$7,175.90万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DNTH | DIANTHUS THERAPEUTICS INC | $5,795.79万 | 2.14% | 594,562 | -304,802 | -33.9% | -$2,971.21万 | 减仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $5,932.78万 | 2.19% | 2,451,562 | -755,012 | -23.5% | -$1,827.13万 | 减仓 |
| ATEC | ALPHATEC HLDGS INC | $6,618.34万 | 2.45% | 69,121,000 | 7,500,000 | 12.2% | $718.13万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $6,829.44万 | 2.53% | 1,131,452 | -207,000 | -15.5% | -$1,249.45万 | 减仓 |
| KOD | KODIAK SCIENCES INC | $6,963.39万 | 2.58% | 1,787,318 | -31,347 | -1.7% | -$122.13万 | 减仓 |
| NEO | NEOGENOMICS INC | $7,175.66万 | 2.65% | 4,918,202 | -699,200 | -12.4% | -$1,020.13万 | 减仓 |
| IRTC | IRHYTHM HOLDINGS INC | $7,782.45万 | 2.88% | 654,262 | 44,070 | 7.2% | $524.21万 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC | $7,807.91万 | 2.89% | 879,467 | -53,356 | -5.7% | -$473.69万 | 减仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $8,113.67万 | 3.00% | 1,996,965 | -350,618 | -14.9% | -$1,424.56万 | 减仓 |
| GKOS | GLAUKOS CORP | $8,272.77万 | 3.06% | 591,927 | -171,578 | -22.5% | -$2,397.97万 | 减仓 |
| HNGE | HINGE HEALTH INC | $1.10亿 | 4.08% | 1,330,127 | -124,996 | -8.6% | -$1,037.47万 | 减仓 |
| CAI | CARIS LIFE SCIENCES INC | $1.47亿 | 5.44% | 8,256,032 | 246,585 | 3.1% | $439.41万 | 加仓 |