BRAIDWELL LP
Nilai portofolio QoQ: -9.8% 13F tidak mengungkapkan kas
Bobot 10 kepemilikan teratas31,56%
Bobot 25 kepemilikan teratas58,56%
Posisi di atas 1%39
Jumlah posisi efektif51,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 19,45% Perkiraan pembelian $554.316.436 · penjualan $1.280.159.723
Kepemilikan median: 2,0 kuartal Dilacak Q1 2025–Q2 2026 · 52,1% masih dipegang
Posisi baru24
Meningkat21
Menurun36
Tertutup23
Nilai Portofolio
$2.7B
Posisi
86
Per tanggal
30 Juni 2026 Data per Q2 2026
Rincian sektor
Portofolio lengkap 86 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| CAI | $147.122.490 | 5,44% | 8.256.032 | $3.913.578 | Naik ×3 | ||
| HNGE | $110.400.541 | 4,08% | 1.330.127 | $54.290.998 | Turun ×1 | ||
| GKOS | $82.727.718 | 3,06% | 591.927 | $528.770 | Turun ×2 | ||
| EWTX | $81.136.688 | 3,00% | 1.996.965 | $7.187.823 | Turun ×2 | ||
| SYRE | $78.079.080 | 2,89% | 879.467 | $31.027.488 | Turun ×3 | ||
| IRTC | $77.824.465 | 2,88% | 654.262 | $5.809.605 | Naik ×2 | ||
| NEO | $71.756.567 | 2,65% | 4.918.202 | $30.075.444 | Turun ×1 | ||
| KOD | $69.633.909 | 2,58% | 1.787.318 | $306.399 | Turun ×2 | ||
| XENE | $68.294.443 | 2,53% | 1.131.452 | $-9.536.541 | Turun ×3 | ||
| Penerbit tidak dikenal (CUSIP: 02081GAD4) | $66.183.358 | 2,45% | 69.121.000 | $2.793.835 | Naik ×1 | ||
| GLUE | $59.327.800 | 2,19% | 2.451.562 | $6.579.658 | Turun ×1 | ||
| DNTH | $57.957.904 | 2,14% | 594.562 | $-17.516.723 | Turun ×2 | ||
| NBIX | $56.656.579 | 2,10% | 336.171 | $-29.253.842 | Turun ×5 | ||
| ATEC | $56.496.947 | 2,09% | 6.531.439 | $32.857.699 | Naik ×1 | ||
| Penerbit tidak dikenal (CUSIP: 370920100) | $55.398.448 | 2,05% | 3.283.844 | $10.485.960 | Turun ×1 | ||
| MRVI | $54.306.227 | 2,01% | 8.702.921 | $25.326.563 | Turun ×1 | ||
| KRYS | $47.936.138 | 1,77% | 128.975 | $812.112 | Turun ×4 | ||
| HUM | $45.481.690 | 1,68% | 114.500 | Naik ×1 | |||
| TMO | $44.819.077 | 1,66% | 89.395 | $-851.433 | Turun ×1 | ||
| KYMR | $43.363.951 | 1,60% | 378.163 | $15.248.662 | Naik ×1 | ||
| RYTM | $42.316.642 | 1,57% | 381.128 | $15.301.325 | Naik ×1 | ||
| GLTO | $42.146.006 | 1,56% | 1.620.377 | $18.969.495 | Naik ×1 | ||
| ACAD | $41.653.895 | 1,54% | 1.646.399 | $-13.354.995 | Turun ×1 | ||
| BTSG | $41.617.554 | 1,54% | 596.753 | $-1.698.153 | Turun ×2 | ||
| TMDX | $40.497.270 | 1,50% | 609.715 | $7.752.511 | Naik ×2 | ||
| MBX | $39.240.576 | 1,45% | 710.880 | $-5.309.564 | Turun ×1 | ||
| CLYM | $36.477.770 | 1,35% | 2.797.375 | $25.999.496 | Naik ×1 | ||
| CDNA | $34.787.157 | 1,29% | 1.220.602 | $-2.938.658 | Turun ×1 | ||
| MAZE | $34.018.794 | 1,26% | 1.140.040 | Naik ×1 | |||
| DRUG | $33.964.304 | 1,26% | 483.822 | $-5.418.189 | Turun ×1 | ||
| ACHC | $33.707.816 | 1,25% | 1.141.477 | $18.600.215 | Naik ×1 | ||
| NKTR | $33.063.203 | 1,22% | 473.617 | $17.039.866 | Naik ×1 | ||
| CRVS | $31.766.892 | 1,18% | 2.126.298 | $6.123.457 | Naik ×1 | ||
| NRIX | $31.217.016 | 1,15% | 1.286.769 | $4.080.143 | Turun ×2 | ||
| INSP | $30.226.398 | 1,12% | 677.570 | $-4.722.663 | |||
| AVTX | $30.107.283 | 1,11% | 1.629.182 | Naik ×1 | |||
| Penerbit tidak dikenal (CUSIP: 010911105) | $29.365.099 | 1,09% | 1.083.983 | Naik ×1 | |||
| DHR | $28.691.431 | 1,06% | 150.627 | $2.275.032 | Naik ×2 | ||
| ISRG | $27.892.082 | 1,03% | 70.137 | $-7.741.062 | Turun ×3 | ||
| ORKA | $26.472.868 | 0,98% | 278.164 | ||||
| Penerbit tidak dikenal (CUSIP: 05348Y105) | $26.381.923 | 0,98% | 801.395 | Naik ×1 | |||
| AVAH | $26.267.958 | 0,97% | 3.065.106 | $12.077.379 | Naik ×1 | ||
| BIOA | $25.321.992 | 0,94% | 1.033.129 | $4.323.725 | Turun ×1 | ||
| BSX | $25.077.360 | 0,93% | 587.567 | $3.336.556 | Naik ×1 | ||
| VERA | $24.232.307 | 0,90% | 564.724 | $3.158.867 | Naik ×1 | ||
| RGEN | $24.163.524 | 0,89% | 177.100 | $18.567.074 | Naik ×1 | ||
| ZURA | $23.483.741 | 0,87% | 3.980.295 | $-250.744 | Turun ×1 | ||
| GH | $22.181.936 | 0,82% | 147.850 | $-23.976.461 | Turun ×1 | ||
| EOLS | $21.897.150 | 0,81% | 3.155.209 | $9.134.741 | Naik ×1 | ||
| NTRA | $21.580.275 | 0,80% | 79.500 | $-4.218.435 | Turun ×1 | ||
| KIDS | $21.050.078 | 0,78% | 1.100.370 | $3.587.206 | |||
| ELV | $20.867.951 | 0,77% | 53.960 | $2.694.031 | Turun ×1 | ||
| TECX | $20.518.438 | 0,76% | 596.900 | $-5.666.999 | Turun ×2 | ||
| DYN | $20.468.692 | 0,76% | 921.598 | $-10.025.932 | Turun ×1 | ||
| Penerbit tidak dikenal (CUSIP: 64049MAB6) | $16.885.250 | 0,62% | 18.011.000 | $-74.963.365 | Turun ×1 | ||
| IMCR | $16.552.132 | 0,61% | 521.327 | Naik ×1 | |||
| Penerbit tidak dikenal (CUSIP: 759916AD1) | $16.445.954 | 0,61% | 16.000.000 | $-82.231.046 | Turun ×1 | ||
| ARGX | $16.428.023 | 0,61% | 17.707 | $-45.598.682 | Turun ×1 | ||
| CLDX | $16.247.598 | 0,60% | 436.646 | $-26.767.323 | Turun ×2 | ||
| OVID | $15.923.358 | 0,59% | 5.919.464 | Naik ×1 | |||
| MNKD | $14.732.908 | 0,54% | 3.458.429 | Naik ×1 | |||
| QURE | $13.894.091 | 0,51% | 301.652 | Naik ×1 | |||
| XFOR | $13.649.261 | 0,50% | 2.922.754 | $131.961 | Turun ×2 | ||
| ORIC | $13.153.468 | 0,49% | 1.214.540 | $-1.138.799 | Naik ×1 | ||
| KNSA | $11.755.417 | 0,43% | 183.822 | $-1.366.517 | Turun ×6 | ||
| OCS | $11.570.118 | 0,43% | 834.183 | Naik ×1 | |||
| ACRS | $11.333.021 | 0,42% | 2.142.348 | $4.961.336 | Naik ×1 | ||
| Penerbit tidak dikenal (CUSIP: 81221K108) | $10.860.000 | 0,40% | 500.000 | Naik ×1 | |||
| VOR | $10.550.845 | 0,39% | 573.104 | $2.223.597 | Naik ×1 | ||
| SRZN | $10.140.040 | 0,38% | 390.753 | $-1.398.353 | Turun ×2 | ||
| Penerbit tidak dikenal (CUSIP: 4525EP200) | $9.913.804 | 0,37% | 645.010 | Naik ×1 | |||
| HLXC | $9.540.000 | 0,35% | 900.000 | $270.000 | |||
| IONS | $9.258.059 | 0,34% | 116.762 | $-568.369 | Turun ×1 | ||
| DGX | $9.156.240 | 0,34% | 43.200 | Naik ×1 | |||
| ANL | $9.144.961 | 0,34% | 795.214 | Naik ×1 | |||
| TENX | $8.503.195 | 0,31% | 584.412 | Naik ×1 | |||
| Penerbit tidak dikenal (CUSIP: 485925101) | $7.155.000 | 0,26% | 300.000 | Naik ×1 | |||
| Penerbit tidak dikenal (CUSIP: G0375M101) | $7.112.000 | 0,26% | 700.000 | Naik ×1 | |||
| Penerbit tidak dikenal (CUSIP: 423494103) | $5.876.800 | 0,22% | 160.000 | Naik ×1 | |||
| GHRS | $5.570.611 | 0,21% | 207.240 | Naik ×1 | |||
| WAT | $5.265.562 | 0,19% | 14.040 | Naik ×1 | |||
| Penerbit tidak dikenal (CUSIP: G75226103) | $4.280.000 | 0,16% | 400.000 | Naik ×1 | |||
| Penerbit tidak dikenal (CUSIP: G50765109) | $2.840.000 | 0,11% | 250.000 | Naik ×1 | |||
| LUNG | $978.303 | 0,04% | 752.541 | $7.525 | |||
| VYNE | $596.091 | 0,02% | 916.077 | $48.735 | |||
| CYCN | $531.857 | 0,02% | 156.890 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| CAI | $147.122.490 | 5,44% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| HUM | $45.481.690 | 114.500 | 1,68% |
| MAZE | $34.018.794 | 1.140.040 | 1,26% |
| AVTX | $30.107.283 | 1.629.182 | 1,11% |
| Penerbit tidak dikenal (CUSIP: 010911105) | $29.365.099 | 1.083.983 | 1,09% |
| ORKA | $26.472.868 | 278.164 | 0,98% |
| Penerbit tidak dikenal (CUSIP: 05348Y105) | $26.381.923 | 801.395 | 0,98% |
| IMCR | $16.552.132 | 521.327 | 0,61% |
| OVID | $15.923.358 | 5.919.464 | 0,59% |
| MNKD | $14.732.908 | 3.458.429 | 0,54% |
| QURE | $13.894.091 | 301.652 | 0,51% |
| OCS | $11.570.118 | 834.183 | 0,43% |
| Penerbit tidak dikenal (CUSIP: 81221K108) | $10.860.000 | 500.000 | 0,40% |
| Penerbit tidak dikenal (CUSIP: 4525EP200) | $9.913.804 | 645.010 | 0,37% |
| DGX | $9.156.240 | 43.200 | 0,34% |
| ANL | $9.144.961 | 795.214 | 0,34% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| HNGE | Dipangkas | -125K | +$54.3M |
| ARGX | Dipangkas | -67K | -$45.6M |
| ATEC | Beli lebih banyak | +4.4M | +$32.9M |
| SYRE | Dipangkas | -53K | +$31.0M |
| NEO | Dipangkas | -699K | +$30.1M |
| NBIX | Dipangkas | -316K | -$29.3M |
| CLDX | Dipangkas | -919K | -$26.8M |
| CLYM | Beli lebih banyak | +1.3M | +$26.0M |
| MRVI | Dipangkas | -1.5M | +$25.3M |
| GH | Dipangkas | -352K | -$24.0M |
2 positions hidden — reported move looks larger than the position itself (data completeness check)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| CNTA | 30 Juni 2026 | 1.986.768 | $78.914.425 | Tidak lagi dilacak |
| NUVL | 30 Juni 2026 | 700.429 | $71.758.951 | Tidak lagi dilacak |
| CGON | 30 Juni 2026 | 984.783 | $66.650.113 | -5,2% |
| ALGN | 31 Maret 2026 | 381.004 | $59.493.775 | -16,2% |
| GH | 30 Sep. 2025 | 837.800 | $43.599.112 | 184,6% |
| APGE | 30 Juni 2026 | 478.667 | $40.289.401 | Tidak lagi dilacak |
| BPMC | 30 Juni 2025 | 439.968 | $38.941.568 | Tidak lagi dilacak |
| PEN | 30 Juni 2026 | 105.352 | $34.594.436 | 0,6% |
| SLNO | 30 Juni 2026 | 959.259 | $32.115.991 | Tidak lagi dilacak |
| RAPT | 31 Maret 2026 | 929.694 | $31.488.736 | Tidak lagi dilacak |
| GMED | 31 Des. 2025 | 498.000 | $28.520.460 | -13,4% |
| ILMN | 30 Juni 2026 | 229.215 | $28.253.041 | 55,3% |
| LEGN | 31 Maret 2026 | 1.298.142 | $28.221.607 | 2,7% |
| BCAX | 30 Juni 2025 | 2.162.803 | $28.181.323 | 89,8% |
| BMRN | 30 Juni 2026 | 497.020 | $28.076.660 | -0,1% |
| ESTA | 30 Juni 2026 | 463.600 | $26.323.208 | -25,3% |
| THC | 31 Des. 2025 | 121.700 | $24.709.968 | 30,1% |
| FULC | 30 Juni 2026 | 3.134.922 | $24.044.852 | 0,8% |
| TERN | 31 Maret 2026 | 575.321 | $23.242.968 | Tidak lagi dilacak |
| EXAS | 31 Des. 2025 | 414.600 | $22.682.766 | Tidak lagi dilacak |
| AKRO | 31 Des. 2025 | 475.400 | $22.571.992 | Tidak lagi dilacak |
| ATEC | 31 Des. 2025 | 1.514.604 | $22.022.342 | -52,3% |
| CVS | 30 Juni 2026 | 290.700 | $20.878.074 | -16,4% |
| BIIB | 31 Maret 2026 | 115.700 | $20.362.043 | 19,9% |
| VKTX | 31 Des. 2025 | 759.455 | $19.958.477 | -14,9% |
| APLS | 30 Sep. 2025 | 1.121.034 | $19.405.099 | Tidak lagi dilacak |
| TARS | 30 Juni 2026 | 265.715 | $18.639.907 | 16,0% |
| MDGL | 30 Sep. 2025 | 60.781 | $18.394.762 | 8,9% |
| RARE | 31 Des. 2025 | 588.700 | $17.708.096 | -33,8% |
| VTYX | 31 Maret 2026 | 1.920.255 | $17.339.903 | Tidak lagi dilacak |
| ENGN | 30 Juni 2026 | 2.456.870 | $16.731.285 | 12,1% |
| ASND | 30 Juni 2025 | 106.713 | $16.632.288 | 32,0% |
| SRPT | 31 Des. 2025 | 832.100 | $16.034.567 | -18,7% |
| UNH | 30 Sep. 2025 | 49.400 | $15.411.318 | 7,7% |
| DAWN | 31 Des. 2025 | 2.181.598 | $15.380.266 | Tidak lagi dilacak |
| SRPT | 30 Juni 2025 | 234.500 | $14.965.790 | 2,3% |
| RNA | 31 Des. 2025 | 331.907 | $14.461.188 | -89,1% |
| EHC | 31 Des. 2025 | 113.335 | $14.395.812 | 12,9% |
| ICLR | 31 Maret 2026 | 73.370 | $13.369.481 | 46,4% |
| TGTX | 30 Juni 2026 | 358.800 | $11.919.336 | -1,2% |
| CELC | 30 Sep. 2025 | 884.306 | $11.805.485 | 46,0% |
| REPL | 31 Des. 2025 | 2.750.092 | $11.522.885 | 34,5% |
| CNC | 30 Juni 2026 | 330.000 | $10.804.200 | -1,9% |
| CMPX | 30 Juni 2026 | 1.965.106 | $10.395.411 | -60,9% |
| IRWD | 30 Juni 2025 | 6.622.584 | $9.735.198 | 405,6% |
| SION | 31 Des. 2025 | 314.013 | $9.235.122 | -88,1% |
| AMLX | 31 Des. 2025 | 612.841 | $8.328.509 | 130,0% |
| RVMD | 30 Juni 2026 | 84.900 | $8.256.525 | 10,3% |
| RLMD | 31 Maret 2026 | 1.582.257 | $7.642.301 | -48,3% |
| CGEM | 30 Juni 2025 | 980.773 | $7.424.452 | 106,0% |
| GRAL | 30 Juni 2026 | 142.755 | $7.377.578 | 109,8% |
| XNCR | 31 Maret 2026 | 459.166 | $7.029.831 | 106,0% |
| CSTL | 31 Maret 2026 | 177.183 | $6.892.419 | 44,8% |
| DNTH | 30 Juni 2025 | 375.355 | $6.808.940 | 373,5% |
| RPRX | 31 Des. 2025 | 182.068 | $6.423.359 | 47,9% |
| DNLI | 30 Juni 2026 | 296.324 | $5.689.421 | -22,2% |
| HROW | 30 Juni 2026 | 156.419 | $5.515.334 | -28,2% |
| ADPT | 31 Maret 2026 | 311.991 | $5.066.734 | 104,3% |
| MTSR | 30 Juni 2025 | 175.000 | $4.763.500 | Tidak lagi dilacak |
| RVTY | 30 Juni 2026 | 48.400 | $4.240.324 | 36,2% |
| CBIO | 30 Sep. 2025 | 261.504 | $4.220.675 | 20,4% |
| BLLN | 31 Maret 2026 | 50.000 | $4.092.000 | 34,2% |
| AARD | 30 Juni 2025 | 500.000 | $3.755.000 | -63,1% |
| AVTE | 30 Juni 2025 | 1.440.499 | $3.615.652 | Tidak lagi dilacak |
| CELC | 30 Juni 2026 | 29.198 | $3.332.660 | -31,1% |
| PRAX | 30 Juni 2026 | 9.976 | $3.214.167 | -11,7% |
| ORKA | 31 Maret 2026 | 84.795 | $2.570.136 | 72,3% |
| KPTI | 31 Maret 2026 | 303.370 | $2.232.803 | -85,6% |
| BBNX | 30 Juni 2025 | 140.000 | $1.713.600 | 30,2% |
| HTFL | 31 Des. 2025 | 50.000 | $1.683.000 | 69,2% |
| SKYE | 30 Juni 2025 | 825.732 | $1.312.914 | -95,0% |
| TRVI | 30 Juni 2025 | 72.083 | $453.402 | 154,3% |