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Manish Mital

@Braidwell Lp

Latest period2024 - Q3ReportedManaged Assets$3.528BTotal holdings81
Assets growth rate10.68%Assets growth rate (2-Q avg)6.71%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Braidwell Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 81 positions.

Assets under management

The assets under management (AUM) of Braidwell Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.528B in assets, with a quarterly growth rate of 10.68% and a 2-quarter average growth rate of 6.71%. The portfolio is managed by Manish Mital, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DAWNDay One Biopharmaceuticals I
Recent Activity
Increased 60.55%
1.93%
$67.893M
4.874M shares@ $13.93 avg price
RGENRepligen Corp
Recent Activity
Increased 22.65%
1.68%
$59.049M
396,781 shares@ $148.82 avg price
IRTCIrhythm Technologies Inc
Recent Activity
Increased 48.68%
1.65%
$58.097M
782,557 shares@ $74.25 avg price
SRPTSarepta Therapeutics Inc
Recent Activity
Increased 352.26%
1.32%
$46.259M
370,400 shares@ $124.89 avg price
AVDLAvadel Pharmaceuticals Plc
Recent Activity
Increased 16.92%
1.26%
$44.446M
3.389M shares@ $13.12 avg price
REPLReplimune Group Inc
Recent Activity
Increased 203.04%
0.96%
$33.656M
3.071M shares@ $10.97 avg price
ARVNArvinas Inc
Recent Activity
Increased 148.34%
0.9%
$31.637M
1.284M shares@ $24.63 avg price
KRYSKrystal Biotech Inc
Recent Activity
Increased 57.4%
0.88%
$30.707M
168,691 shares@ $182.04 avg price
RLAYRelay Therapeutics Inc
Recent Activity
Increased 16.39%
0.71%
$24.776M
3.499M shares@ $7.08 avg price
ATECAlphatec Hldgs Inc
Recent Activity
Increased 84.12%
0.64%
$22.468M
4.041M shares@ $5.56 avg price