Braidwell
Braidwell reported 83 stocks worth $2.6B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CAI (5.7%), HNGE (4.2%) and GKOS (3.2%). Compared with Q1 2026, the fund opened new positions in HUM, MAZE and AVTX, added to CAI, IRTC and ATEC, trimmed HNGE, GKOS and EWTX and sold out of CGON, PEN and ILMN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CAI Caris Life Sciences Inc | $147M | 5.7% | 8.3M | +247K (+3%) | 5 of 8 | |
| 2 |  HNGE Hinge Health Inc | $110M | 4.2% | 1.3M | −125K (−9%) | 4 of 8 | |
| 3 |  GKOS Glaukos Corp | $82.7M | 3.2% | 592K | −172K (−22%) | 8 of 8 | |
| 4 |  EWTX Edgewise Therapeutics Inc | $81.1M | 3.1% | 2M | −351K (−15%) | 8 of 8 | |
| 5 |  SYRE Spyre Therapeutics Inc | $78.1M | 3.0% | 879K | −53K (−6%) | 8 of 8 | |
| 6 |  IRTC Irhythm Technologies Inc | $77.8M | 3.0% | 654K | +44K (+7%) | 8 of 8 | |
| 7 |  NEO Neogenomics Inc | $71.8M | 2.8% | 4.9M | −699K (−12%) | 4 of 8 | |
| 8 |  KOD Kodiak Sciences Inc | $69.6M | 2.7% | 1.8M | −31K (−2%) | 3 of 8 | |
| 9 |  XENE Xenon Pharmaceuticals Inc | $68.3M | 2.6% | 1.1M | −207K (−15%) | 8 of 8 | |
| 10 |  GLUE Monte Rosa Therapeutics Inc | $59.3M | 2.3% | 2.5M | −755K (−24%) | 3 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
CENTESSA PHARMACEUTICALS PLC | $78.9M | 2M |
NUVALENT INC | $71.8M | 700K |
 CGON CG Oncology Inc | $66.7M | 985K |
APOGEE THERAPEUTICS INC | $40.3M | 479K |
 PEN Penumbra Inc | $34.6M | 105K |
🔒 Free account: see all 23.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Braidwell 13F FAQ
What does Braidwell own?
Braidwell reported 83 stocks worth $2.6B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CAI (5.7%), HNGE (4.2%) and GKOS (3.2%). The table above lists every position in the filing (the top 10 without an account).
What did Braidwell buy and sell in Q2 2026?
Compared with Q1 2026: 24 new positions, 20 added to, 34 trimmed and 23 sold out. New positions include HUM, MAZE and AVTX. It sold all of CGON, PEN and ILMN.
When will Braidwell file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Braidwell's portfolio worth?
The Q2 2026 filing reports $2.6B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.