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 |
|---|---|---|---|---|---|---|---|---|
| GH | GUARDANT HEALTH INC | $0 | 0.00% | 0 | -60,954,000 | -100.0% | -$1.03亿 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -1,986,768 | -100.0% | -$7,891.44万 | 清仓 |
| — | NUVALENT INC | $0 | 0.00% | 0 | -700,429 | -100.0% | -$7,175.90万 | 清仓 |
| CGON | CG ONCOLOGY INC | $0 | 0.00% | 0 | -984,783 | -100.0% | -$6,665.01万 | 清仓 |
| — | APOGEE THERAPEUTICS INC | $0 | 0.00% | 0 | -478,667 | -100.0% | -$4,028.94万 | 清仓 |
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | -105,352 | -100.0% | -$3,459.44万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -959,259 | -100.0% | -$3,211.60万 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -229,215 | -100.0% | -$2,825.30万 | 清仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $0 | 0.00% | 0 | -497,020 | -100.0% | -$2,807.67万 | 清仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $0 | 0.00% | 0 | -463,600 | -100.0% | -$2,632.32万 | 清仓 |
| FULC | FULCRUM THERAPEUTICS INC | $0 | 0.00% | 0 | -3,134,922 | -100.0% | -$2,404.49万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -290,700 | -100.0% | -$2,087.81万 | 清仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -265,715 | -100.0% | -$1,863.99万 | 清仓 |
| — | ENGENE HOLDINGS INC | $0 | 0.00% | 0 | -2,456,870 | -100.0% | -$1,673.13万 | 清仓 |
| ZBIO | ZENAS BIOPHARMA INC | $0 | 0.00% | 0 | -13,000,000 | -100.0% | -$1,345.50万 | 清仓 |
| TGTX | TG THERAPEUTICS INC | $0 | 0.00% | 0 | -358,800 | -100.0% | -$1,191.93万 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | -330,000 | -100.0% | -$1,080.42万 | 清仓 |
| CMPX | COMPASS THERAPEUTICS INC | $0 | 0.00% | 0 | -1,965,106 | -100.0% | -$1,039.54万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC | $0 | 0.00% | 0 | -84,900 | -100.0% | -$825.65万 | 清仓 |
| GRAL | GRAIL INC | $0 | 0.00% | 0 | -142,755 | -100.0% | -$737.76万 | 清仓 |
| DNLI | DENALI THERAPEUTICS INC | $0 | 0.00% | 0 | -296,324 | -100.0% | -$568.94万 | 清仓 |
| HROW | HARROW INC | $0 | 0.00% | 0 | -156,419 | -100.0% | -$551.53万 | 清仓 |
| RVTY | REVVITY INC | $0 | 0.00% | 0 | -48,400 | -100.0% | -$424.03万 | 清仓 |
| CELC | CELCUITY INC | $0 | 0.00% | 0 | -29,198 | -100.0% | -$333.27万 | 清仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $0 | 0.00% | 0 | -9,976 | -100.0% | -$321.42万 | 清仓 |
| — | ARROWHEAD PHARMACEUTICALS IN | $0 | 0.00% | 0 | -2,250,000 | -100.0% | -$233.35万 | 清仓 |
| — | CYCLERION THERAPEUTICS INC | $53.19万 | 0.02% | 156,890 | 156,890 | — | $53.19万 | 新建仓 |
| — | VYNE THERAPEUTICS INC | $59.61万 | 0.02% | 916,077 | 0 | 0.0% | — | 不变 |
| — | PULMONX CORP | $97.83万 | 0.04% | 752,541 | 0 | 0.0% | — | 不变 |
| — | JATT II ACQUISITION CORP | $284.00万 | 0.11% | 250,000 | 250,000 | — | $284.00万 | 新建仓 |
| — | RESEARCH ALLIANCE CORP III | $428.00万 | 0.16% | 400,000 | 400,000 | — | $428.00万 | 新建仓 |
| WAT | WATERS CORP | $526.56万 | 0.19% | 14,040 | 14,040 | — | $526.56万 | 新建仓 |
| GHRS | GH RESEARCH PLC | $557.06万 | 0.21% | 207,240 | 207,240 | — | $557.06万 | 新建仓 |
| COAG | HEMAB THERAPEUTICS HLDGS INC | $587.68万 | 0.22% | 160,000 | 160,000 | — | $587.68万 | 新建仓 |
| — | AMANAT ACQUISITION CORP | $711.20万 | 0.26% | 700,000 | 700,000 | — | $711.20万 | 新建仓 |
| KARD | KARDIGAN INC | $715.50万 | 0.26% | 300,000 | 300,000 | — | $715.50万 | 新建仓 |
| TENX | TENAX THERAPEUTICS INC | $850.32万 | 0.31% | 584,412 | 584,412 | — | $850.32万 | 新建仓 |
| ANL | ADLAI NORTYE LTD | $914.50万 | 0.34% | 795,214 | 795,214 | — | $914.50万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $915.62万 | 0.34% | 43,200 | 43,200 | — | $915.62万 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC | $925.81万 | 0.34% | 116,762 | -14,100 | -10.8% | -$111.80万 | 减仓 |
| HLXC | HELIX ACQUISITION CORP III | $954.00万 | 0.35% | 900,000 | 0 | 0.0% | — | 不变 |
| IMUX | IMMUNIC INC | $991.38万 | 0.37% | 645,010 | 645,010 | — | $991.38万 | 新建仓 |
| SRZN | SURROZEN INC | $1,014.00万 | 0.38% | 390,753 | -5,347 | -1.3% | -$13.88万 | 减仓 |
| VOR | VOR BIOPHARMA INC | $1,055.08万 | 0.39% | 573,104 | 106,330 | 22.8% | $195.75万 | 加仓 |
| SPTX | SEAPORT THERAPEUTICS INC | $1,086.00万 | 0.40% | 500,000 | 500,000 | — | $1,086.00万 | 新建仓 |
| ACRS | ACLARIS THERAPEUTICS INC | $1,133.30万 | 0.42% | 2,142,348 | 443,232 | 26.1% | $234.47万 | 加仓 |
| OCS | OCULIS HOLDING AG | $1,157.01万 | 0.43% | 834,183 | 834,183 | — | $1,157.01万 | 新建仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $1,175.54万 | 0.43% | 183,822 | -88,700 | -32.5% | -$567.24万 | 减仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $1,315.35万 | 0.49% | 1,214,540 | 86,500 | 7.7% | $93.68万 | 加仓 |
| XFOR | X4 PHARMACEUTICALS INC | $1,364.93万 | 0.50% | 2,922,754 | -350,200 | -10.7% | -$163.54万 | 减仓 |
| QURE | UNIQURE NV | $1,389.41万 | 0.51% | 301,652 | 301,652 | — | $1,389.41万 | 新建仓 |
| MNKD | MANNKIND CORP | $1,473.29万 | 0.54% | 3,458,429 | 3,458,429 | — | $1,473.29万 | 新建仓 |
| OVID | OVID THERAPEUTICS INC | $1,592.34万 | 0.59% | 5,919,464 | 5,919,464 | — | $1,592.34万 | 新建仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $1,624.76万 | 0.60% | 436,646 | -919,436 | -67.8% | -$3,421.22万 | 减仓 |
| ARGX | ARGENX SE | $1,642.80万 | 0.61% | 17,707 | -67,232 | -79.2% | -$6,237.58万 | 减仓 |
| RGEN | REPLIGEN CORP | $1,644.60万 | 0.61% | 16,000,000 | -85,000,000 | -84.2% | -$8,736.91万 | 减仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $1,655.21万 | 0.61% | 521,327 | 521,327 | — | $1,655.21万 | 新建仓 |
| — | NEOGENOMICS INC | $1,688.53万 | 0.62% | 18,011,000 | -82,370,000 | -82.1% | -$7,722.16万 | 减仓 |
| DYN | DYNE THERAPEUTICS INC | $2,046.87万 | 0.76% | 921,598 | -760,400 | -45.2% | -$1,688.85万 | 减仓 |
| TECX | TECTONIC THERAPEUTIC INC | $2,051.84万 | 0.76% | 596,900 | -250,251 | -29.5% | -$860.24万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $2,086.80万 | 0.77% | 53,960 | -8,120 | -13.1% | -$314.02万 | 减仓 |
| KIDS | ORTHOPEDIATRICS CORP | $2,105.01万 | 0.78% | 1,100,370 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $2,158.03万 | 0.80% | 79,500 | -49,500 | -38.4% | -$1,343.68万 | 减仓 |
| EOLS | EVOLUS INC | $2,189.72万 | 0.81% | 3,155,209 | 50,000 | 1.6% | $34.70万 | 加仓 |
| GH | GUARDANT HEALTH INC | $2,218.19万 | 0.82% | 147,850 | -351,862 | -70.4% | -$5,278.99万 | 减仓 |
| ZURA | ZURA BIO LTD | $2,348.37万 | 0.87% | 3,980,295 | -8,694 | -0.2% | -$5.13万 | 减仓 |
| RGEN | REPLIGEN CORP | $2,416.35万 | 0.89% | 177,100 | 129,600 | 272.8% | $1,768.26万 | 加仓 |
| VERA | VERA THERAPEUTICS INC | $2,423.23万 | 0.90% | 564,724 | 40,900 | 7.8% | $175.50万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2,507.74万 | 0.93% | 587,567 | 241,100 | 69.6% | $1,029.01万 | 加仓 |
| BIOA | BIOAGE LABS INC | $2,532.20万 | 0.94% | 1,033,129 | -167,458 | -13.9% | -$410.44万 | 减仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $2,626.80万 | 0.97% | 3,065,106 | 861,600 | 39.1% | $738.39万 | 加仓 |
| AVLN | AVALYN PHARMACEUTICALS INC | $2,638.19万 | 0.98% | 801,395 | 801,395 | — | $2,638.19万 | 新建仓 |
| ORKA | ORUKA THERAPEUTICS INC | $2,647.29万 | 0.98% | 278,164 | 193,369 | 228.0% | $1,840.29万 | 重新持有 |
| ISRG | INTUITIVE SURGICAL INC | $2,789.21万 | 1.03% | 70,137 | -7,160 | -9.3% | -$284.74万 | 减仓 |
| DHR | DANAHER CORP DEL | $2,869.14万 | 1.06% | 150,627 | 11,300 | 8.1% | $215.24万 | 加仓 |
| ALMR | ALAMAR BIOSCIENCES INC | $2,936.51万 | 1.09% | 1,083,983 | 1,083,983 | — | $2,936.51万 | 新建仓 |
| AVTX | AVALO THERAPEUTICS INC | $3,010.73万 | 1.11% | 1,629,182 | 1,629,182 | — | $3,010.73万 | 新建仓 |
| INSP | INSPIRE MED SYS INC | $3,022.64万 | 1.12% | 677,570 | 0 | 0.0% | — | 不变 |
| NRIX | NURIX THERAPEUTICS INC | $3,121.70万 | 1.15% | 1,286,769 | -463,997 | -26.5% | -$1,125.66万 | 减仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $3,176.69万 | 1.18% | 2,126,298 | 373,500 | 21.3% | $558.01万 | 加仓 |
| NKTR | NEKTAR THERAPEUTICS | $3,306.32万 | 1.22% | 473,617 | 250,916 | 112.7% | $1,751.64万 | 加仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $3,370.78万 | 1.25% | 1,141,477 | 495,577 | 76.7% | $1,463.44万 | 加仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $3,396.43万 | 1.26% | 483,822 | -55,886 | -10.4% | -$392.32万 | 减仓 |
| MAZE | MAZE THERAPEUTICS INC | $3,401.88万 | 1.26% | 1,140,040 | 1,140,040 | — | $3,401.88万 | 新建仓 |
| CDNA | CAREDX INC | $3,478.72万 | 1.29% | 1,220,602 | -952,544 | -43.8% | -$2,714.75万 | 减仓 |
| CLYM | CLIMB BIO INC | $3,647.78万 | 1.35% | 2,797,375 | 1,267,700 | 82.9% | $1,653.08万 | 加仓 |
| MBX | MBX BIOSCIENCES INC | $3,924.06万 | 1.45% | 710,880 | -781,587 | -52.4% | -$4,314.36万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $4,049.73万 | 1.50% | 609,715 | 280,324 | 85.1% | $1,861.91万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $4,161.76万 | 1.54% | 596,753 | -419,809 | -41.3% | -$2,927.75万 | 减仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $4,165.39万 | 1.54% | 1,646,399 | -824,800 | -33.4% | -$2,086.74万 | 减仓 |
| DMRA | DAMORA THERAPEUTICS INC | $4,214.60万 | 1.56% | 1,620,377 | 725,531 | 81.1% | $1,887.11万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $4,231.66万 | 1.57% | 381,128 | 70,500 | 22.7% | $782.76万 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC | $4,336.40万 | 1.60% | 378,163 | 40,604 | 12.0% | $465.61万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4,481.91万 | 1.66% | 89,395 | -3,520 | -3.8% | -$176.48万 | 减仓 |
| HUM | HUMANA INC | $4,548.17万 | 1.68% | 114,500 | 114,500 | — | $4,548.17万 | 新建仓 |
| KRYS | KRYSTAL BIOTECH INC | $4,793.61万 | 1.77% | 128,975 | -53,450 | -29.3% | -$1,986.58万 | 减仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | $5,430.62万 | 2.01% | 8,702,921 | -1,537,243 | -15.0% | -$959.24万 | 减仓 |
| GENB | GENERATE BIOMEDICINES INC | $5,539.84万 | 2.05% | 3,283,844 | -309,155 | -8.6% | -$521.54万 | 减仓 |
| ATEC | ALPHATEC HLDGS INC | $5,649.69万 | 2.09% | 6,531,439 | 4,358,714 | 200.6% | $3,770.29万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $5,665.66万 | 2.10% | 336,171 | -315,950 | -48.4% | -$5,324.86万 | 减仓 |