BRAIDWELL LP - Portfolio Stock Holdings

BRAIDWELL LP disclosed 83 stock positions in a recent SEC 13F filing. $2,610,856,274 of stock holdings were filed, with the largest holdings including CAI, EWTX, and NBIX. This filing represented positions held on Dec. 31, 2025, and was filed on Feb. 17, 2026.

We estimate the fund has a total AUM of $4,984,953,442 and has 32 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.