Braidwell LP
Annual return '25
+19.0%
SPY '25
+17.7%
Alpha
+1.3ptsvs SPY
Invested
$3B
Holdings
88
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 91%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CAI
CARIS LIFE SCIENCES INC
Q4 2025: Exited (was 7.32M shares)
4.8%
02
$GH 1.25 02/15/31
GUARDANT HEALTH INC
Q4 2025: Exited (was 219.45M shares)
3.4%
03
$RGEN 1 12/15/28
REPLIGEN CORP
Q4 2025: Exited (was 101.00M shares)
3.3%
04
$NEO 0.25 01/15/2
NEOGENOMICS INC
Q4 2025: Exited (was 100.38M shares)
3.1%
05
$NBIX
NEUROCRINE BIOSCIENCES INC
Q4 2025: Exited (was 880.3k shares)
2.9%
06
$GKOS
GLAUKOS CORP
Q4 2025: Exited (was 780.2k shares)
2.7%
07
$CNTA
CENTESSA PHARMACEUTICALS PLC
Held since at least Q1 2024
2.6%
08
$XENE
XENON PHARMACEUTICALS INC
Q4 2025: Exited (was 3.61M shares)
2.6%
09
$DNTH
DIANTHUS THERAPEUTICS INC
Q4 2025: Exited (was 835.1k shares)
2.5%
10
$EWTX
EDGEWISE THERAPEUTICS INC
Q4 2025: Exited (was 5.21M shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:26 UTC.