Braidwell LP Portfolio Holdings by Sector
Braidwell LP
- $3.19 Trillion
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Biotechnology | Healthcare
XENE LEGN ARGX MRVI PCVX VKTX KROS DAWN 27 stocks |
$757 Million
47.81% of portfolio
|
20
|
6
|
11
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ALGN GKOS IRTC INSP PEN KIDS TMDX FNA 13 stocks |
$414 Million
26.15% of portfolio
|
7
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
GH EXAS TMO CSTL 4 stocks |
$177 Million
11.2% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
NBIX IRWD HROW 3 stocks |
$140 Million
8.82% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG RGEN 2 stocks |
$85.5 Million
5.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
SKIN 1 stocks |
$9.83 Million
0.62% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|