Braidwell LP Portfolio Holdings by Sector
Braidwell LP
- $3.53 Trillion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Medical Devices | Healthcare
ALGN PEN IRTC INSP GKOS KIDS DXCM FNA 13 stocks |
$450 Million
24.57% of portfolio
|
7
|
3
|
3
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
NBIX HROW IRWD 3 stocks |
$144 Million
7.86% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
GH EXAS CSTL 3 stocks |
$106 Million
5.77% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
RGEN ISRG 2 stocks |
$104 Million
5.68% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
SKIN 1 stocks |
$5.83 Million
0.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
XENE APLS LEGN VKTX MRVI DAWN ARGX EWTX 31 stocks |
$0
55.8% of portfolio
|
21
|
10
|
8
|
- |
0
Calls
0
Puts
|