0000905148-23-000454.txt : 20230515 0000905148-23-000454.hdr.sgml : 20230515 20230515171843 ACCESSION NUMBER: 0000905148-23-000454 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BRAIDWELL LP CENTRAL INDEX KEY: 0001920938 IRS NUMBER: 861247398 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23075 FILM NUMBER: 23924378 BUSINESS ADDRESS: STREET 1: ONE HARBOR POINT, 2200 ATLANTIC STREET STREET 2: 4TH FLOOR CITY: STAMFORD STATE: CT ZIP: 06902 BUSINESS PHONE: 866-453-3929 MAIL ADDRESS: STREET 1: ONE HARBOR POINT, 2200 ATLANTIC STREET STREET 2: 4TH FLOOR CITY: STAMFORD STATE: CT ZIP: 06902 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE 0001920938 XXXXXXXX 03-31-2023 03-31-2023 false BRAIDWELL LP

ONE HARBOR POINT, 2200 ATLANTIC STREET 4TH FLOOR STAMFORD CT 06902

13F HOLDINGS REPORT 028-23075 000316988 801-122966 N Manish Mital 866-453-3929 /s/ Manish Mital STAMFORD CT 05-15-2023 0 81 3032008157 INFORMATION TABLE 2 informationtable.xml ACLARIS THERAPEUTICS INC COM 00461U105 26446970 3269094 SH SOLE 3269094 0 0 ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 5725822 648451 SH SOLE 648451 0 0 ALECTOR INC COM 014442107 19847090 3206315 SH SOLE 3206315 0 0 ALIGN TECHNOLOGY INC COM 016255101 69210418 207130 SH SOLE 207130 0 0 ALPHATEC HLDGS INC NOTE 0.750% 8/0 02081GAB8 108210938 101250000 PRN SOLE 101250000 0 0 ALX ONCOLOGY HLDGS INC COM 00166B105 5649548 1249900 SH SOLE 1249900 0 0 AMGEN INC COM 031162100 39042625 161500 SH SOLE 161500 0 0 AMYRIS INC NOTE 1.500%11/1 03236MAJ0 39080475 137850000 PRN SOLE 137850000 0 0 ANAPTYSBIO INC COM 032724106 21174068 973073 SH SOLE 973073 0 0 ARCELLX INC COMMON STOCK 03940C100 10284378 333800 SH SOLE 333800 0 0 ARGENX SE SPONSORED ADR 04016X101 9165468 24600 SH SOLE 24600 0 0 AVALO THERAPEUTICS INC COM NEW 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26818M108 15873085 1377872 SH SOLE 1377872 0 0 ENANTA PHARMACEUTICALS INC COM 29251M106 41989256 1038310 SH SOLE 1038310 0 0 ESPERION THERAPEUTICS INC NE COM 29664W105 1926315 1211519 SH SOLE 1211519 0 0 EXACT SCIENCES CORP NOTE 0.375% 3/0 30063PAC9 122748869 139000000 PRN SOLE 139000000 0 0 EXACT SCIENCES CORP NOTE 0.375% 3/1 30063PAB1 45183667 48300000 PRN SOLE 48300000 0 0 GLAUKOS CORP COM 377322102 90513215 1806651 SH SOLE 1806651 0 0 GLOBUS MED INC CL A 379577208 18985728 335200 SH SOLE 335200 0 0 GUARDANT HEALTH INC NOTE 11/1 40131MAB5 168847260 250022000 PRN SOLE 250022000 0 0 HARROW HEALTH INC COM 415858109 30735704 1452538 SH SOLE 1452538 0 0 HILLEVAX INC COM 43157M102 26782170 1620216 SH SOLE 1620216 0 0 ILLUMINA INC NOTE 8/1 452327AK5 1087736 11100000 PRN SOLE 11100000 0 0 IMMATICS N.V SHS N44445109 2223780 322287 SH SOLE 322287 0 0 IMMUNOCORE HLDGS PLC ADS 45258D105 21066878 426110 SH SOLE 426110 0 0 INSMED INC NOTE 0.750% 6/0 457669AB5 2721080 3500000 PRN SOLE 3500000 0 0 INSMED INC NOTE 1.750% 1/1 457669AA7 36486219 39963000 PRN SOLE 39963000 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 57000466 223120 SH SOLE 223120 0 0 INVITAE CORP NOTE 2.000% 9/0 46185LAB9 14842012 16781000 PRN SOLE 16781000 0 0 IONIS PHARMACEUTICALS INC NOTE 0.125%12/1 462222AB6 33800477 36533000 PRN SOLE 36533000 0 0 IONIS PHARMACEUTICALS INC NOTE 4/0 462222AD2 48125250 52740000 PRN SOLE 52740000 0 0 IRHYTHM TECHNOLOGIES INC COM 450056106 56330581 454169 SH SOLE 454169 0 0 IVERIC BIO INC COM 46583P102 90377970 3714672 SH SOLE 3714672 0 0 KARYOPHARM THERAPEUTICS INC NOTE 3.000%10/1 48576UAA4 51148346 65976000 PRN SOLE 65976000 0 0 KRYSTAL BIOTECH INC COM 501147102 27863762 348036 SH SOLE 348036 0 0 LEGEND BIOTECH CORP SPONSORED ADS 52490G102 29018844 601801 SH SOLE 601801 0 0 MERSANA THERAPEUTICS INC COM 59045L106 13792359 3355805 SH SOLE 3355805 0 0 MERUS N V COM N5749R100 27104746 1473084 SH SOLE 1473084 0 0 MINERALYS THERAPEUTICS INC COM 603170101 8617698 550300 SH SOLE 550300 0 0 MIRATI THERAPEUTICS INC COM 60468T105 16805360 452000 SH SOLE 452000 0 0 NANOSTRING TECHNOLOGIES INC NOTE 2.625% 3/0 63009RAD1 121832851 145520000 PRN SOLE 145520000 0 0 NATERA INC COM 632307104 54534020 982241 SH SOLE 982241 0 0 NEOGENOMICS INC NOTE 0.250% 1/1 64049MAB6 36021720 48678000 PRN SOLE 48678000 0 0 NEOGENOMICS INC NOTE 1.250% 5/0 64049MAA8 30958125 33000000 PRN SOLE 33000000 0 0 NEUROCRINE BIOSCIENCES INC COM 64125C109 77615496 766800 SH SOLE 766800 0 0 NEVRO CORP COM 64157F103 59029877 1632915 SH SOLE 1632915 0 0 NEVRO CORP NOTE 2.750% 4/0 64157FAC7 102695940 109251000 PRN SOLE 109251000 0 0 NOVOCURE LTD NOTE 11/0 67011XAB9 116802148 134334000 PRN SOLE 134334000 0 0 NUVASIVE INC NOTE 0.375% 3/1 670704AJ4 32466858 36665000 PRN SOLE 36665000 0 0 NUVASIVE INC NOTE 1.000% 6/0 670704AL9 51148812 51500000 PRN SOLE 51500000 0 0 NUVATION BIO INC COM CL A 67080N101 6844014 4122900 SH SOLE 4122900 0 0 ORTHOPEDIATRICS CORP COM 68752L100 44239997 998871 SH SOLE 998871 0 0 OUTSET MED INC COM 690145107 32280040 1754350 SH SOLE 1754350 0 0 PACIFIC BIOSCIENCES CALIF IN COM 69404D108 12706734 1097300 SH SOLE 1097300 0 0 PARAGON 28 INC COM 69913P105 18755185 1098722 SH SOLE 1098722 0 0 PENUMBRA INC COM 70975L107 29832092 107044 SH SOLE 107044 0 0 PULMONX CORP COM 745848101 13005627 1163294 SH SOLE 1163294 0 0 REPLIMUNE GROUP INC COM 76029N106 1300924 73665 SH SOLE 73665 0 0 SILK RD MED INC COM 82710M100 2478142 63331 SH SOLE 63331 0 0 STERIS PLC SHS USD G8473T100 18304348 95694 SH SOLE 95694 0 0 SUPERNUS PHARMACEUTICALS NOTE 0.625% 4/0 868459AD0 6515368 6500000 PRN SOLE 6500000 0 0 SYNDAX PHARMACEUTICALS INC COM 87164F105 19431435 920049 SH SOLE 920049 0 0 TERNS PHARMACEUTICALS INC COM 880881107 23645131 1997055 SH SOLE 1997055 0 0 TRANSMEDICS GROUP INC COM 89377M109 7456300 98459 SH SOLE 98459 0 0 TRAVERE THERAPEUTICS INC NOTE 2.250% 3/0 89422GAA5 27868050 28350000 PRN SOLE 28350000 0 0 TRAVERE THERAPEUTICS INC NOTE 2.500% 9/1 761299AB2 53901491 56031000 PRN SOLE 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