SEC 13F Intelligence

Managers / Q2 2023 · view latest →

BRAIDWELL LP

CIK 0001920938 · ONE HARBOR POINT, 2200 ATLANTIC STREET, 4TH FLOOR, STAMFORD, CT, 06902 · 866-453-3929

Reported Value
$3.1B
Q2 2023
Positions
82
Filings on Record
14
2019–present window
Filed
Aug 14, 2023
original filing

Summary

Braidwell Lp reported $3.1B in U.S.-listed holdings across 82 positions for Q2 2023.

Its largest position, Guardant Health, represents 6.3% of the portfolio.

Compared with Q1 2023, the fund opened 18 new positions and exited 18.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $2.98TQ4 ’22Q1 ’23: $3.0BQ2 ’23: $3.1BQ2 ’23Q3 ’23: $3.2BQ4 ’23: $2.7BQ4 ’23Q1 ’24: $3.1BQ2 ’24: $3.2BQ2 ’24Q3 ’24: $3.5BQ4 ’24: $3.4BQ4 ’24Q1 ’25: $2.8BQ2 ’25: $2.9BQ2 ’25Q3 ’25: $3.4BQ4 ’25: $3.1BQ4 ’25Q1 ’26: $3.0Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2023

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$3.0B88May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$3.1B73Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$3.4B73Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$2.9B55Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$2.8B64May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$3.4B73Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$3.5B81Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$3.2B75Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$3.1B70May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$2.7B72Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$3.2B86Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$3.1B82Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$3.0B81May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$2.98T90Feb 14, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.