BRAIDWELL LP — 13F holdings

BRAIDWELL LP reported 86 holdings worth $2.70B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. CAI CARIS LIFE SCIENCES INC — $147M (5.4%)
2. HNGE HINGE HEALTH INC — $110M (4.1%)
3. GKOS GLAUKOS CORP — $82.7M (3.1%)
4. EWTX EDGEWISE THERAPEUTICS INC — $81.1M (3.0%)
5. SYRE SPYRE THERAPEUTICS INC — $78.1M (2.9%)
6. IRTC IRHYTHM TECHNOLOGIES INC — $77.8M (2.9%)
7. NEO NEOGENOMICS INC — $71.8M (2.7%)
8. KOD KODIAK SCIENCES INC — $69.6M (2.6%)
9. XENE XENON PHARMACEUTICALS INC — $68.3M (2.5%)
10. ALPHATEC HLDGS INC — $66.2M (2.4%)