Birchview Capital, LP
13F Reported Value
ⓘ$175.7M
Holdings
73
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Birchview Capital, LP disclosed 73 positions worth $175.7M in its Form 13F-HR for Q1 2026, led by $KLAC (KLA CORP) at 16.7% of the equity portfolio, followed by $BMY and $CMPX. During the quarter the fund opened 17 new positions and exited 12 — including a new stake in $RLMD and a full exit from $FOLD. The portfolio is most concentrated in Healthcare (69.5% of disclosed assets). All figures are sourced directly from Birchview Capital, LP’s Form 13F-HR filing with the SEC under CIK 1618205.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 84.4#13
Quality
$29.3M19,883 sh - 70.1#330
Quality
$18.6M306,268 sh - —
Quality
$7.8M1,465,867 sh - 82.4
Quality
$7.7M36,000 sh - 53.4
Quality
$6.8M210,000 sh - 46.5
Quality
$6.4M107,500 sh - 24.5
Quality
$5.7M445,400 sh - —
Quality
$4.8M100,000 sh - —
Quality
$4.5M625,980 sh PROTHENA CORP PLC
—Quality
$4.4M449,019 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 KLA CORP$KLAC | 84.4#13 | $29.3M | 19,883 |
 BRISTOL MYERS SQUIBB CO$BMY | 70.1#330 | $18.6M | 306,268 |
 Compass Therapeutics, Inc.$CMPX | — | $7.8M | 1,465,867 |
 LAM RESEARCH CORP$LRCX | 82.4 | $7.7M | 36,000 |
 Stoke Therapeutics, Inc.$STOK | 53.4 | $6.8M | 210,000 |
 Ovintiv Inc.$OVV | 46.5 | $6.4M | 107,500 |
 Intellia Therapeutics, Inc.$NTLA | 24.5 | $5.7M | 445,400 |
 Structure Therapeutics Inc.$GPCR | — | $4.8M | 100,000 |
 Solid Biosciences Inc.$SLDB | — | $4.5M | 625,980 |
| PROTHENA CORP PLC | — | $4.4M | 449,019 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Birchview Capital, LP's 73 positions.
Showing top 10 of 73 holdings.
Sector Allocation
Healthcare
$122.0M
Technology
$31.3M
Energy
$8.6M
Industrials
$7.8M
Other
$4.9M
Materials
$1.1M
Full Holdings — Birchview Capital, LP (Q1 2026)
All 73 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $KLAC | KLA CORP | $29.3M | 16.7% | -9% | 84.4 |
| 2 | $BMY | BRISTOL MYERS SQUIBB CO | $18.6M | 10.6% | +1% | 70.1 |
| 3 | $CMPX | Compass Therapeutics, Inc. | $7.8M | 4.4% | -8% | — |
| 4 | $LRCX | LAM RESEARCH CORP | $7.7M | 4.4% | -11% | 82.4 |
| 5 | $STOK | Stoke Therapeutics, Inc. | $6.8M | 3.9% | -19% | 53.4 |
| 6 | $OVV | Ovintiv Inc. | $6.4M | 3.6% | +0% | 46.5 |
| 7 | $NTLA | Intellia Therapeutics, Inc. | $5.7M | 3.3% | +41% | 24.5 |
| 8 | $GPCR | Structure Therapeutics Inc. | $4.8M | 2.7% | +11% | — |
| 9 | $SLDB | Solid Biosciences Inc. | $4.5M | 2.6% | -11% | — |
| 10 | — | PROTHENA CORP PLC | $4.4M | 2.5% | +2% | — |
| 11 |  $BDSX | BIODESIX INC | $4.2M | 2.4% | +0% | 32.3 |
| 12 |  $ACAD | ACADIA PHARMACEUTICALS INC | $3.8M | 2.2% | +0% | 69.8 |
| 13 |  $PTGX | Protagonist Therapeutics, Inc | $3.7M | 2.1% | -36% | 24.8 |
| 14 |  $NBIX | NEUROCRINE BIOSCIENCES INC | $3.6M | 2.0% | +0% | 75.4 |
| 15 |  $OLMA | Olema Pharmaceuticals, Inc. | $3.3M | 1.9% | -19% | — |
| 16 |  $RLMD | RELMADA THERAPEUTICS, INC. | $2.8M | 1.6% | NEW | — |
| 17 |  $OCUL | OCULAR THERAPEUTIX, INC | $2.7M | 1.5% | NEW | 12.8 |
| 18 |  $UTHR | UNITED THERAPEUTICS Corp | $2.7M | 1.5% | +50% | 80.1 |
| 19 |  $NKTR | NEKTAR THERAPEUTICS | $2.2M | 1.3% | +0% | 10.2 |
| 20 |  $CLDX | Celldex Therapeutics, Inc. | $2.2M | 1.3% | NEW | 13.2 |
| 21 |  $NVCR | NovoCure Ltd | $2.2M | 1.3% | +33% | — |
| 22 |  $EQT | EQT Corp | $2.2M | 1.3% | +0% | 83.3 |
| 23 |  $PHAT | Phathom Pharmaceuticals, Inc. | $2.2M | 1.2% | +0% | 32.5 |
| 24 |  $BCYC | BICYCLE THERAPEUTICS PLC | $2.2M | 1.2% | +0% | — |
| 25 |  $CMPS | COMPASS Pathways plc | $2.1M | 1.2% | NEW | — |
| 26 |  $PACB | PACIFIC BIOSCIENCES OF CALIFORNIA, INC. | $2.0M | 1.1% | +200% | 10.8 |
| 27 |  $CYTK | CYTOKINETICS INC | $2.0M | 1.1% | +0% | 28 |
| 28 |  $CORT | CORCEPT THERAPEUTICS INC | $1.9M | 1.1% | -30% | 55.4 |
| 29 |  $VERA | Vera Therapeutics, Inc. | $1.8M | 1.0% | +0% | — |
| 30 |  $ALKS | Alkermes plc. | $1.8M | 1.0% | +0% | — |
| 31 |  $ENGN | enGene Therapeutics Inc. | $1.7M | 1.0% | NEW | — |
| 32 |  $QURE | uniQure N.V. | $1.6M | 0.9% | +227% | — |
| 33 |  $ZBIO | Zenas BioPharma, Inc. | $1.4M | 0.8% | NEW | 14.4 |
| 34 |  $QDEL | QuidelOrtho Corp | $1.4M | 0.8% | +14% | 26.4 |
| 35 |  $FHTX | Foghorn Therapeutics Inc. | $1.3M | 0.8% | +0% | 11.2 |
| 36 |  $RARE | Ultragenyx Pharmaceutical Inc. | $1.3M | 0.7% | +0% | 31 |
| 37 |  $XENE | Xenon Pharmaceuticals Inc. | $1.2M | 0.7% | +0% | 12.9 |
| 38 |  $KALV | KalVista Pharmaceuticals, Inc. | $1.1M | 0.7% | +0% | 25.9 |
| 39 |  $IMNM | Immunome Inc. | $1.1M | 0.6% | -62% | 5.8 |
| 40 |  $FCX | FREEPORT-MCMORAN INC | $1.1M | 0.6% | -0% | 73.1 |
| 41 |  $AXSM | Axsome Therapeutics, Inc. | $1.0M | 0.6% | -1% | 36.6 |
| 42 |  $BIIB | BIOGEN INC. | $916,650 | 0.5% | NEW | 65.6 |
| 43 |  $LPCN | Lipocine Inc. | $893,170 | 0.5% | NEW | — |
| 44 |  $TVTX | Travere Therapeutics, Inc. | $867,532 | 0.5% | -32% | 39.2 |
| 45 |  $HROW | HARROW, INC. | $846,240 | 0.5% | -29% | 41.6 |
| 46 |  $PHVS | Pharvaris N.V. | $843,178 | 0.5% | +0% | — |
| 47 |  $VSTM | Verastem, Inc. | $795,000 | 0.5% | +0% | 40.8 |
| 48 |  $APGE | Apogee Therapeutics, Inc. | $757,530 | 0.4% | -44% | — |
| 49 |  $HALO | HALOZYME THERAPEUTICS, INC. | $652,763 | 0.4% | +0% | 81.2 |
| 50 |  $BBIO | BridgeBio Pharma, Inc. | $645,171 | 0.4% | +0% | 31.7 |
| 51 |  $APLS | Apellis Pharmaceuticals, Inc. | $563,220 | 0.3% | +0% | 63.9 |
| 52 |  $IDYA | IDEAYA Biosciences, Inc. | $561,775 | 0.3% | NEW | 10.5 |
| 53 |  $RCUS | Arcus Biosciences, Inc. | $559,202 | 0.3% | NEW | 12 |
| 54 |  $RGNX | REGENXBIO Inc. | $555,343 | 0.3% | NEW | 26.9 |
| 55 |  $KPTI | Karyopharm Therapeutics Inc. | $467,613 | 0.3% | NEW | 20.4 |
| 56 |  $RCKT | ROCKET PHARMACEUTICALS, INC. | $454,750 | 0.3% | NEW | — |
| 57 |  $VRDN | Viridian Therapeutics, Inc.\DE | $393,156 | 0.2% | NEW | 30.5 |
| 58 |  $OM | Outset Medical, Inc. | $379,707 | 0.2% | -0% | 17.6 |
| 59 |  $LUNG | Pulmonx Corp | $322,785 | 0.2% | -0% | 23.9 |
| 60 |  $CSTL | CASTLE BIOSCIENCES INC | $316,695 | 0.2% | -84% | 37.7 |
| 61 |  $TRIN | Trinity Capital Inc. | $294,200 | 0.2% | +0% | — |
| 62 |  $CADL | Candel Therapeutics, Inc. | $294,000 | 0.2% | +0% | — |
| 63 |  $VYGR | Voyager Therapeutics, Inc. | $289,183 | 0.2% | +0% | 5.5 |
| 64 |  $CGEM | Cullinan Therapeutics, Inc. | $284,200 | 0.2% | +0% | — |
| 65 |  $KBDC | Kayne Anderson BDC, Inc. | $274,400 | 0.2% | +0% | — |
| 66 |  $GRCE | Grace Therapeutics, Inc. | $231,500 | 0.1% | NEW | — |
| 67 |  $ELUT | ELUTIA INC. | $173,349 | 0.1% | -37% | — |
| 68 |  $KYNB | KYNTRA BIO, INC. | $152,997 | 0.1% | NEW | 60.7 |
| 69 |  $QNRX | Quoin Pharmaceuticals, Ltd. | $132,000 | 0.1% | NEW | — |
| 70 |  $PHR | Phreesia, Inc. | $119,834 | 0.1% | -87% | 53.2 |
| 71 |  $ZNTL | Zentalis Pharmaceuticals, Inc. | $40,957 | 0.0% | +3% | — |
| 72 |  $DCGO | DocGo Inc. | $24,895 | 0.0% | -21% | 24.6 |
| 73 |  $GOSS | Gossamer Bio, Inc. | $5,971 | 0.0% | -87% | 27.1 |
New Positions (17)
$RLMD RELMADA THERAPEUTICS, INC.$2.8M$OCUL OCULAR THERAPEUTIX, INC$2.7M$CLDX Celldex Therapeutics, Inc.$2.2M$CMPS COMPASS Pathways plc$2.1M$ENGN enGene Therapeutics Inc.$1.7M$ZBIO Zenas BioPharma, Inc.$1.4M$BIIB BIOGEN INC.$916,650$LPCN Lipocine Inc.$893,170$IDYA IDEAYA Biosciences, Inc.$561,775$RCUS Arcus Biosciences, Inc.$559,202$RGNX REGENXBIO Inc.$555,343$KPTI Karyopharm Therapeutics Inc.$467,613$RCKT ROCKET PHARMACEUTICALS, INC.$454,750$VRDN Viridian Therapeutics, Inc.\DE$393,156$GRCE Grace Therapeutics, Inc.$231,500Exited Positions (12)
$FOLD AMICUS THERAPEUTICS, INC.
$MASI MASIMO CORP
$TXG 10x Genomics, Inc.
$VTYX Ventyx Biosciences, Inc.
$ILMN ILLUMINA, INC.
$BHVN Biohaven Ltd.
$TMCI TREACE MEDICAL CONCEPTS, INC.
$RAPT RAPT Therapeutics, Inc.
$ATEC Alphatec Holdings, Inc.
$LQDA Liquidia Corp
$INBX Inhibrx Biosciences, Inc.
$ALMS ALUMIS INC.Browse Top Institutional Investors
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