BRAIDWELL LP
STAMFORD CT · SEC CIK 0001920938
$29.98亿2026Q1 申报市值
88持仓数
30.4%前十大占比 · 第一大 4.8%
30 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ATEC 新建仓+$6,338.95万
IRTC 加仓+$4,636.38万
GH 新建仓+$4,615.84万
GENB 新建仓+$4,491.25万
ARGX 加仓+$3,938.38万
2026Q1 卖出最多 按季末市值估算
EWTX 减仓-$9,019.23万
GH 减仓-$7,387.64万
IRHYTHM TECHNOLO 清仓-$7,280.00万
CGON 减仓-$5,995.01万
ALGN 清仓-$5,949.38万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CAI | CARIS LIFE SCIENCES INC | $1.43亿 | 4.78% | 8,009,447 | 193,305 | 2.5% | $345.63万 | 加仓 |
| GH | GUARDANT HEALTH INC | $1.03亿 | 3.42% | 60,954,000 | -43,900,000 | -41.9% | -$7,387.64万 | 减仓 |
| RGEN | REPLIGEN CORP | $9,867.70万 | 3.29% | 101,000,000 | 0 | 0.0% | — | 不变 |
| — | NEOGENOMICS INC | $9,184.86万 | 3.06% | 100,381,000 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $8,591.04万 | 2.87% | 652,121 | -99,413 | -13.2% | -$1,309.67万 | 减仓 |
| GKOS | GLAUKOS CORP | $8,219.89万 | 2.74% | 763,505 | -158,474 | -17.2% | -$1,706.13万 | 减仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $7,891.44万 | 2.63% | 1,986,768 | -201,552 | -9.2% | -$800.56万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $7,783.10万 | 2.60% | 1,338,452 | -486,624 | -26.7% | -$2,829.72万 | 减仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $7,547.46万 | 2.52% | 899,364 | -374,571 | -29.4% | -$3,143.40万 | 减仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $7,394.89万 | 2.47% | 2,347,583 | -2,863,248 | -54.9% | -$9,019.23万 | 减仓 |
| IRTC | IRHYTHM HOLDINGS INC | $7,201.49万 | 2.40% | 610,192 | 392,847 | 180.7% | $4,636.38万 | 加仓 |
| — | NUVALENT INC | $7,175.90万 | 2.39% | 700,429 | -120,977 | -14.7% | -$1,239.41万 | 减仓 |
| KOD | KODIAK SCIENCES INC | $6,932.75万 | 2.31% | 1,818,665 | -254,123 | -12.3% | -$968.72万 | 减仓 |
| CGON | CG ONCOLOGY INC | $6,665.01万 | 2.22% | 984,783 | -885,788 | -47.4% | -$5,995.01万 | 减仓 |
| ATEC | ALPHATEC HLDGS INC | $6,338.95万 | 2.11% | 61,621,000 | 61,621,000 | — | $6,338.95万 | 新建仓 |
| ARGX | ARGENX SE | $6,202.67万 | 2.07% | 84,939 | 53,932 | 173.9% | $3,938.38万 | 加仓 |
| HNGE | HINGE HEALTH INC | $5,610.95万 | 1.87% | 1,455,123 | 150,500 | 11.5% | $580.33万 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $5,500.89万 | 1.84% | 2,471,199 | 439,178 | 21.6% | $977.61万 | 加仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $5,274.81万 | 1.76% | 3,206,574 | 2,258,258 | 238.1% | $3,714.83万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $4,712.40万 | 1.57% | 182,425 | -19,676 | -9.7% | -$508.27万 | 减仓 |
| SYRE | SPYRE THERAPEUTICS INC | $4,705.16万 | 1.57% | 932,823 | -701,792 | -42.9% | -$3,539.84万 | 减仓 |
| GH | GUARDANT HEALTH INC | $4,615.84万 | 1.54% | 499,712 | 499,712 | — | $4,615.84万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4,567.05万 | 1.52% | 92,915 | 12,190 | 15.1% | $599.18万 | 加仓 |
| GENB | GENERATE BIOMEDICINES INC | $4,491.25万 | 1.50% | 3,592,999 | 3,592,999 | — | $4,491.25万 | 新建仓 |
| MBX | MBX BIOSCIENCES INC | $4,455.01万 | 1.49% | 1,492,467 | 473,867 | 46.5% | $1,414.49万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $4,331.57万 | 1.44% | 1,016,562 | -179,224 | -15.0% | -$763.67万 | 减仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $4,301.49万 | 1.43% | 1,356,082 | -502,027 | -27.0% | -$1,592.43万 | 减仓 |
| NEO | NEOGENOMICS INC | $4,168.11万 | 1.39% | 5,617,402 | 984,601 | 21.3% | $730.57万 | 加仓 |
| — | APOGEE THERAPEUTICS INC | $4,028.94万 | 1.34% | 478,667 | -96,400 | -16.8% | -$811.40万 | 减仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $3,938.25万 | 1.31% | 539,708 | 215,350 | 66.4% | $1,571.41万 | 加仓 |
| CDNA | CAREDX INC | $3,772.58万 | 1.26% | 2,173,146 | 587,926 | 37.1% | $1,020.64万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $3,563.31万 | 1.19% | 77,297 | -6,120 | -7.3% | -$282.13万 | 减仓 |
| INSP | INSPIRE MED SYS INC | $3,494.91万 | 1.17% | 677,570 | 136,680 | 25.3% | $705.00万 | 加仓 |
| PEN | PENUMBRA INC | $3,459.44万 | 1.15% | 105,352 | -4,800 | -4.4% | -$157.62万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $3,274.48万 | 1.09% | 329,391 | 14,050 | 4.5% | $139.67万 | 加仓 |
| — | SOLENO THERAPEUTICS INC | $3,211.60万 | 1.07% | 959,259 | -228,600 | -19.2% | -$765.35万 | 减仓 |
| DYN | DYNE THERAPEUTICS INC | $3,049.46万 | 1.02% | 1,681,998 | 203,669 | 13.8% | $369.25万 | 加仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | $2,897.97万 | 0.97% | 10,240,164 | 1,886,877 | 22.6% | $533.99万 | 加仓 |
| ILMN | ILLUMINA INC | $2,825.30万 | 0.94% | 229,215 | -40,458 | -15.0% | -$498.69万 | 减仓 |
| KYMR | KYMERA THERAPEUTICS INC | $2,811.53万 | 0.94% | 337,559 | -116,700 | -25.7% | -$971.99万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $2,807.67万 | 0.94% | 497,020 | -104,500 | -17.4% | -$590.32万 | 减仓 |
| NRIX | NURIX THERAPEUTICS INC | $2,713.69万 | 0.91% | 1,750,766 | -433,098 | -19.8% | -$671.30万 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $2,701.53万 | 0.90% | 310,628 | 310,628 | — | $2,701.53万 | 新建仓 |
| DHR | DANAHER CORP DEL | $2,641.64万 | 0.88% | 139,327 | 21,100 | 17.8% | $400.06万 | 加仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $2,632.32万 | 0.88% | 463,600 | 463,600 | — | $2,632.32万 | 新建仓 |
| TECX | TECTONIC THERAPEUTIC INC | $2,618.54万 | 0.87% | 847,151 | -80,373 | -8.7% | -$248.43万 | 减仓 |
| NTRA | NATERA INC | $2,579.87万 | 0.86% | 129,000 | 17,500 | 15.7% | $349.98万 | 加仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $2,564.34万 | 0.86% | 1,752,798 | 1,752,798 | — | $2,564.34万 | 新建仓 |
| FULC | FULCRUM THERAPEUTICS INC | $2,404.49万 | 0.80% | 3,134,922 | 73,700 | 2.4% | $56.53万 | 加仓 |
| ZURA | ZURA BIO LTD | $2,373.45万 | 0.79% | 3,988,989 | 808,600 | 25.4% | $481.12万 | 加仓 |
| ATEC | ALPHATEC HLDGS INC | $2,363.92万 | 0.79% | 2,172,725 | 658,121 | 43.5% | $716.04万 | 重新持有 |
| DMRA | DAMORA THERAPEUTICS INC | $2,317.65万 | 0.77% | 894,846 | 894,846 | — | $2,317.65万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2,174.08万 | 0.73% | 346,467 | 346,467 | — | $2,174.08万 | 新建仓 |
| VERA | VERA THERAPEUTICS INC | $2,107.34万 | 0.70% | 523,824 | -260,918 | -33.2% | -$1,049.67万 | 减仓 |
| BIOA | BIOAGE LABS INC | $2,099.83万 | 0.70% | 1,200,587 | 1,200,587 | — | $2,099.83万 | 新建仓 |
| CVS | CVS HEALTH CORP | $2,087.81万 | 0.70% | 290,700 | -273,500 | -48.5% | -$1,964.28万 | 减仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $1,863.99万 | 0.62% | 265,715 | 265,715 | — | $1,863.99万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,817.39万 | 0.61% | 62,080 | 62,080 | — | $1,817.39万 | 新建仓 |
| KIDS | ORTHOPEDIATRICS CORP | $1,746.29万 | 0.58% | 1,100,370 | 0 | 0.0% | — | 不变 |
| — | ENGENE HOLDINGS INC | $1,673.13万 | 0.56% | 2,456,870 | -674,449 | -21.5% | -$459.30万 | 减仓 |
| NKTR | NEKTAR THERAPEUTICS | $1,602.33万 | 0.53% | 222,701 | 222,701 | — | $1,602.33万 | 新建仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $1,510.76万 | 0.50% | 645,900 | 645,900 | — | $1,510.76万 | 新建仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $1,429.23万 | 0.48% | 1,128,040 | 1,128,040 | — | $1,429.23万 | 新建仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $1,419.06万 | 0.47% | 2,203,506 | 2,203,506 | — | $1,419.06万 | 新建仓 |
| XFOR | X4 PHARMACEUTICALS INC | $1,351.73万 | 0.45% | 3,272,954 | -95,950 | -2.8% | -$39.63万 | 减仓 |
| ZBIO | ZENAS BIOPHARMA INC | $1,345.50万 | 0.45% | 13,000,000 | 13,000,000 | — | $1,345.50万 | 新建仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $1,312.19万 | 0.44% | 272,522 | -41,301 | -13.2% | -$198.86万 | 减仓 |
| EOLS | EVOLUS INC | $1,276.24万 | 0.43% | 3,105,209 | 0 | 0.0% | — | 不变 |
| TGTX | TG THERAPEUTICS INC | $1,191.93万 | 0.40% | 358,800 | 358,800 | — | $1,191.93万 | 新建仓 |
| SRZN | SURROZEN INC | $1,153.84万 | 0.38% | 396,100 | -73,900 | -15.7% | -$215.27万 | 减仓 |
| CNC | CENTENE CORP DEL | $1,080.42万 | 0.36% | 330,000 | 330,000 | — | $1,080.42万 | 新建仓 |
| CLYM | CLIMB BIO INC | $1,047.83万 | 0.35% | 1,529,675 | 1,529,675 | — | $1,047.83万 | 新建仓 |
| CMPX | COMPASS THERAPEUTICS INC | $1,039.54万 | 0.35% | 1,965,106 | -821,672 | -29.5% | -$434.66万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $982.64万 | 0.33% | 130,862 | 130,862 | — | $982.64万 | 新建仓 |
| HLXC | HELIX ACQUISITION CORP III | $927.00万 | 0.31% | 900,000 | 900,000 | — | $927.00万 | 新建仓 |
| VOR | VOR BIOPHARMA INC | $832.72万 | 0.28% | 466,774 | 466,774 | — | $832.72万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $825.65万 | 0.28% | 84,900 | 84,900 | — | $825.65万 | 新建仓 |
| GRAL | GRAIL INC | $737.76万 | 0.25% | 142,755 | 0 | 0.0% | — | 不变 |
| ACRS | ACLARIS THERAPEUTICS INC | $637.17万 | 0.21% | 1,699,116 | 1,699,116 | — | $637.17万 | 新建仓 |
| DNLI | DENALI THERAPEUTICS INC | $568.94万 | 0.19% | 296,324 | 296,324 | — | $568.94万 | 新建仓 |
| RGEN | REPLIGEN CORP | $559.64万 | 0.19% | 47,500 | -34,290 | -41.9% | -$404.00万 | 减仓 |
| HROW | HARROW INC | $551.53万 | 0.18% | 156,419 | -138,872 | -47.0% | -$489.66万 | 减仓 |
| RVTY | REVVITY INC | $424.03万 | 0.14% | 48,400 | 48,400 | — | $424.03万 | 新建仓 |
| CELC | CELCUITY INC | $333.27万 | 0.11% | 29,198 | 29,198 | — | $333.27万 | 新建仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $321.42万 | 0.11% | 9,976 | 9,976 | — | $321.42万 | 新建仓 |
| — | ARROWHEAD PHARMACEUTICALS IN | $233.35万 | 0.08% | 2,250,000 | 2,250,000 | — | $233.35万 | 新建仓 |
| — | PULMONX CORP | $97.08万 | 0.03% | 752,541 | 0 | 0.0% | — | 不变 |
| — | VYNE THERAPEUTICS INC | $54.74万 | 0.02% | 916,077 | 916,077 | — | $54.74万 | 新建仓 |
| — | IRHYTHM TECHNOLOGIES INC | $0 | 0.00% | 0 | -52,000,000 | -100.0% | -$7,280.00万 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -381,004 | -100.0% | -$5,949.38万 | 清仓 |
| — | IRONWOOD PHARMACEUTICALS INC | $0 | 0.00% | 0 | -53,405,000 | -100.0% | -$5,046.77万 | 清仓 |
| — | RAPT THERAPEUTICS INC | $0 | 0.00% | 0 | -929,694 | -100.0% | -$3,148.87万 | 清仓 |
| LEGN | LEGEND BIOTECH CORP | $0 | 0.00% | 0 | -1,298,142 | -100.0% | -$2,822.16万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -575,321 | -100.0% | -$2,324.30万 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -115,700 | -100.0% | -$2,036.20万 | 清仓 |
| — | VENTYX BIOSCIENCES INC | $0 | 0.00% | 0 | -1,920,255 | -100.0% | -$1,733.99万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -73,370 | -100.0% | -$1,336.95万 | 清仓 |
| RLMD | RELMADA THERAPEUTICS INC | $0 | 0.00% | 0 | -1,582,257 | -100.0% | -$764.23万 | 清仓 |
| XNCR | XENCOR INC | $0 | 0.00% | 0 | -459,166 | -100.0% | -$702.98万 | 清仓 |
| CSTL | CASTLE BIOSCIENCES INC | $0 | 0.00% | 0 | -177,183 | -100.0% | -$689.24万 | 清仓 |