Ken Joseph
Braidwell Lp
Assets Managed
$2.998B
Holdings
88
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
-4.13%(2Q avg: -5.67%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Braidwell Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 88 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.998B in assets, with a quarterly growth rate of -4.13% and a 2-quarter average growth rate of -5.67%. The portfolio is managed by Ken Joseph, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
CAI Caris Life Sciences Inc
| 4.78% | $143.209M 8.009M shares@ $17.88 avg price | Increased 2.48% |
ur-9⤦ Guardant Health Inc
| 3.43% | $102.576M 60.954M shares@ $1.69 avg price | Decreased -41.86% |
ur-8⤦ Repligen Corp
| 3.3% | $98.677M 101M shares@ $0.98 avg price | |
ur-3⤦ Neogenomics Inc
| 3.07% | $91.849M 100.381M shares@ $0.92 avg price | |
NBIX Neurocrine Biosciences Inc
| 2.87% | $85.91M 652,121 shares@ $131.75 avg price | Decreased -13.22% |
GKOS Glaukos Corp
| 2.75% | $82.199M 763,505 shares@ $107.66 avg price | Decreased -17.18% |
CNTA Centessa Pharmaceuticals-adr
| 2.64% | $78.914M 1.987M shares@ $39.73 avg price | Decreased -9.21% |
XENE Xenon Pharmaceuticals Inc
| 2.6% | $77.831M 1.338M shares@ $58.16 avg price | Decreased -26.66% |
DNTH Dianthus Therapeutics Inc
| 2.52% | $75.475M 899,364 shares@ $83.93 avg price | Decreased -29.4% |
EWTX Edgewise Therapeutics Inc
| 2.47% | $73.949M 2.348M shares@ $31.51 avg price | Decreased -54.94% |
1-10 of 88