BRAIDWELL LP SYRE — SPYRE THERAPEUTICS INC

Ownership history in BRAIDWELL LP  ·  9 quarters on record

AI Ownership Summary

BRAIDWELL LP reported SPYRE THERAPEUTICS INC (SYRE) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.85% in 2024 Q2. The latest visible filing shows SYRE at 1.71% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SYRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRAIDWELL LP's position in SPYRE THERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SYRE was reported at 1.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.85% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SYRE stock page BRAIDWELL LP fund profile BRAIDWELL LP full holdings
How BRAIDWELL LP held SYRE — position size vs. price
% of Fund (quarterly)    SYRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 36.6% +54.0% ❌ 1,634,615 -943,789 -36.6% 1.71% $53.5M 2026-02-14 (Est.) $36.63
2025 Q3 UNCHANGED — — — 2,578,404 — 0% 1.28% $43.2M 2025-11-14 $23.50
2025 Q2 UNCHANGED — — — 2,578,404 — 0% 1.32% $38.6M 2025-08-14 $16.86
2025 Q1 UNCHANGED — — — 2,578,404 — 0% 1.46% $41.6M 2025-05-15 $14.54
2024 Q4 ADDED — — — 2,578,404 +388,568 +17.7% 1.78% $60.0M 2025-02-14 $22.92
2024 Q3 REDUCED 12.9% -23.4% ✅ 2,189,836 -324,702 -12.9% 1.83% $64.4M 2024-11-14 $31.27
2024 Q2 ADDED — — — 2,514,538 +1,999,538 +388.3% 1.85% $59.1M 2024-08-14 $24.73
2024 Q1 UNCHANGED — — — 515,000 — 0% 0.63% $19.5M 2024-05-15 $37.38
2023 Q4 INITIATED — — — 515,000 — — 0.41% $11.1M 2024-02-14 $22.54

🏢 Other funds also holding SYRE

As of 2026 Q1 — sorted by position size

EMERALD MUTUAL FUND ADVISERS TRUST 3Y 7Y 1.0% EMERALD ADVISERS, LLC 3Y 7Y 0.98% SEVEN GRAND MANAGERS, LLC 3Y 0.34% AlphaCentric Advisors LLC 3Y 0.33% Ellsworth Advisors, LLC 3Y 0.21% PSP Research LLC 0.18% Candriam S.C.A. 3Y 7Y 0.16% High Net Worth Advisory Group LLC 3Y 0.07% China Universal Asset Management Co., Ltd. 3Y 0.05% PROFUND ADVISORS LLC 3Y 7Y 0.05%

FAQ About BRAIDWELL LP and SYRE

These are the practical questions this page is built to answer before you even open the full history table.

How long has BRAIDWELL LP reported owning SYRE?

BRAIDWELL LP reported SYRE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SYRE position in BRAIDWELL LP's portfolio?

The largest reported portfolio weight for SYRE was 1.85% in 2024 Q2.

What is the latest reported SYRE position on this page?

The most recent filing on this page is 2025 Q4, when BRAIDWELL LP reported 1,634,615 shares, equal to 1.71% of portfolio, with an estimated market value of $53.5M.

What does the chart on this SYRE ownership page compare?

The chart compares BRAIDWELL LP's quarterly SYRE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BRAIDWELL LP time their SYRE position?

Based on 13F filing dates vs. subsequent SYRE price moves, BRAIDWELL LP correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on SYRE relative to SPY over the holding period was +7.6%.

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