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 |
|---|---|---|---|---|---|---|---|---|
| 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 |