Birchview Capital, LP
13F Reported Value
ⓘ$213.8M
Holdings
72
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Birchview Capital, LP disclosed 72 positions worth $213.8M in its Form 13F-HR for Q2 2026, led by $KLAC (KLA CORP) at 25.2% of the equity portfolio, followed by $BMY and $LRCX. During the quarter the fund opened 14 new positions and exited 15 — including a new stake in $ABVX and a full exit from $NVCR. The portfolio is most concentrated in Healthcare (60.3% 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
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 78.6#51
Quality
$53.8M178,471 sh - 70.4#219
Quality
$17.1M297,243 sh - 79.4#38
Quality
$15.2M35,000 sh - 19.9
Quality
$6.8M385,900 sh - —
Quality
$6.7M666,196 sh - 35.0
Quality
$6.5M286,804 sh - 24.9
Quality
$5.8M178,110 sh - 62.5
Quality
$5.7M107,500 sh - 9.7
Quality
$5.7M81,000 sh - 57.8
Quality
$5.0M57,200 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 KLA CORP$KLAC | 78.6#51 | $53.8M | 178,471 |
 BRISTOL MYERS SQUIBB CO$BMY | 70.4#219 | $17.1M | 297,243 |
 LAM RESEARCH CORP$LRCX | 79.4#38 | $15.2M | 35,000 |
 Intellia Therapeutics, Inc.$NTLA | 19.9 | $6.8M | 385,900 |
 Solid Biosciences Inc.$SLDB | — | $6.7M | 666,196 |
 BIODESIX INC$BDSX | 35.0 | $6.5M | 286,804 |
 Stoke Therapeutics, Inc.$STOK | 24.9 | $5.8M | 178,110 |
 Ovintiv Inc.$OVV | 62.5 | $5.7M | 107,500 |
 NEKTAR THERAPEUTICS$NKTR | 9.7 | $5.7M | 81,000 |
 CORCEPT THERAPEUTICS INC$CORT | 57.8 | $5.0M | 57,200 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Birchview Capital, LP's 72 positions.
Showing top 10 of 72 holdings.
Sector Allocation
Healthcare
$128.9M
Technology
$56.1M
Industrials
$15.2M
Energy
$7.5M
Other
$5.0M
Materials
$1.1M
Full Holdings — Birchview Capital, LP (Q2 2026)
All 72 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 | $53.8M | 25.2% | +798% | 78.6 |
| 2 | $BMY | BRISTOL MYERS SQUIBB CO | $17.1M | 8.0% | -3% | 70.4 |
| 3 | $LRCX | LAM RESEARCH CORP | $15.2M | 7.1% | -3% | 79.4 |
| 4 | $NTLA | Intellia Therapeutics, Inc. | $6.8M | 3.2% | -13% | 19.9 |
| 5 | $SLDB | Solid Biosciences Inc. | $6.7M | 3.1% | +6% | — |
| 6 | $BDSX | BIODESIX INC | $6.5M | 3.0% | +0% | 35 |
| 7 | $STOK | Stoke Therapeutics, Inc. | $5.8M | 2.7% | -15% | 24.9 |
| 8 | $OVV | Ovintiv Inc. | $5.7M | 2.6% | +0% | 62.5 |
| 9 | $NKTR | NEKTAR THERAPEUTICS | $5.7M | 2.6% | +161% | 9.7 |
| 10 | $CORT | CORCEPT THERAPEUTICS INC | $5.0M | 2.3% | +21% | 57.8 |
| 11 |  $NBIX | NEUROCRINE BIOSCIENCES INC | $4.6M | 2.1% | +0% | 76.5 |
| 12 | — | PROTHENA CORP PLC - SHS | $4.4M | 2.1% | +0% | — |
| 13 |  $ACAD | ACADIA PHARMACEUTICALS INC | $4.3M | 2.0% | +0% | 67.8 |
| 14 |  $PTGX | Protagonist Therapeutics, Inc | $4.3M | 2.0% | +0% | 59.4 |
| 15 |  $CMPX | Compass Therapeutics, Inc. | $3.7M | 1.7% | +14% | 28.1 |
| 16 |  $RLMD | RELMADA THERAPEUTICS, INC. | $2.8M | 1.3% | -0% | — |
| 17 |  $ALKS | Alkermes plc. | $2.6M | 1.2% | +0% | — |
| 18 |  $HALO | HALOZYME THERAPEUTICS, INC. | $2.6M | 1.2% | +229% | 77.2 |
| 19 |  $CLDX | Celldex Therapeutics, Inc. | $2.6M | 1.2% | -0% | 8.4 |
| 20 |  $CYTK | CYTOKINETICS INC | $2.6M | 1.2% | +0% | 28.1 |
| 21 |  $OLMA | Olema Pharmaceuticals, Inc. | $2.5M | 1.2% | -9% | — |
| 22 |  $VERA | Vera Therapeutics, Inc. | $2.5M | 1.2% | +31% | — |
| 23 |  $UTHR | UNITED THERAPEUTICS Corp | $2.4M | 1.1% | +0% | 71.3 |
| 24 |  $ZBIO | Zenas BioPharma, Inc. | $2.4M | 1.1% | +34% | 7.4 |
| 25 |  $QURE | uniQure N.V. | $2.3M | 1.1% | -50% | — |
| 26 |  $PACB | PACIFIC BIOSCIENCES OF CALIFORNIA, INC. | $2.3M | 1.1% | -10% | 17.1 |
| 27 |  $ABVX | Abivax S.A. | $2.3M | 1.1% | NEW | — |
| 28 |  $VIR | Vir Biotechnology, Inc. | $2.2M | 1.1% | NEW | 38.2 |
| 29 |  $BIIB | BIOGEN INC. | $1.9M | 0.9% | +80% | 64.7 |
| 30 |  $EQT | EQT Corp | $1.8M | 0.9% | +0% | 83.7 |
| 31 |  $BIOA | BioAge Labs, Inc. | $1.7M | 0.8% | NEW | 26.8 |
| 32 |  $TVTX | Travere Therapeutics, Inc. | $1.6M | 0.8% | -1% | 56.6 |
| 33 |  $QDEL | QuidelOrtho Corp | $1.6M | 0.7% | +8% | 28.2 |
| 34 |  $AXSM | Axsome Therapeutics, Inc. | $1.5M | 0.7% | +0% | 40.8 |
| 35 |  $FHTX | Foghorn Therapeutics Inc. | $1.4M | 0.6% | +0% | 16.1 |
| 36 |  $BCYC | BICYCLE THERAPEUTICS PLC | $1.3M | 0.6% | -32% | — |
| 37 |  $GPCR | Structure Therapeutics Inc. | $1.3M | 0.6% | -76% | — |
| 38 |  $XENE | Xenon Pharmaceuticals Inc. | $1.3M | 0.6% | +0% | 24 |
| 39 |  $NVO | NOVO NORDISK A S | $1.2M | 0.5% | NEW | — |
| 40 |  $FCX | FREEPORT-MCMORAN INC | $1.1M | 0.5% | -0% | 62 |
| 41 |  $IMNM | Immunome Inc. | $1.1M | 0.5% | +0% | 25.3 |
| 42 |  $PHVS | Pharvaris N.V. | $1.0M | 0.5% | +0% | — |
| 43 |  $HROW | HARROW, INC. | $1.0M | 0.5% | +0% | 40.5 |
| 44 |  $ADAG | Adagene Inc. | $1.0M | 0.5% | NEW | — |
| 45 |  $DFTX | Definium Therapeutics, Inc. | $940,800 | 0.4% | NEW | — |
| 46 |  $SLN | Silence Therapeutics plc | $781,974 | 0.4% | NEW | — |
| 47 |  $BBIO | BridgeBio Pharma, Inc. | $651,030 | 0.3% | +1% | 36.9 |
| 48 |  $FDMT | 4D Molecular Therapeutics, Inc. | $645,117 | 0.3% | NEW | 34.5 |
| 49 |  $URGN | UroGen Pharma Ltd. | $606,722 | 0.3% | NEW | — |
| 50 |  $PHAT | Phathom Pharmaceuticals, Inc. | $596,750 | 0.3% | -72% | 40.9 |
| 51 |  $CAMP | Camp4 Therapeutics Corp | $524,400 | 0.3% | NEW | 25.3 |
| 52 |  $SVRA | Savara Inc | $492,800 | 0.2% | NEW | — |
| 53 |  $CADL | Candel Therapeutics, Inc. | $491,887 | 0.2% | -20% | — |
| 54 |  $ALT | Altimmune, Inc. | $464,150 | 0.2% | NEW | 8 |
| 55 |  $CMPS | COMPASS Pathways plc | $424,500 | 0.2% | -92% | — |
| 56 |  $KPTI | Karyopharm Therapeutics Inc. | $419,641 | 0.2% | -49% | 15.1 |
| 57 |  $CGEM | Cullinan Therapeutics, Inc. | $364,200 | 0.2% | +0% | — |
| 58 |  $TRIN | Trinity Capital Inc. | $357,800 | 0.2% | +0% | — |
| 59 |  $CAPR | CAPRICOR THERAPEUTICS, INC. | $345,596 | 0.2% | NEW | 13.6 |
| 60 |  $CSTL | CASTLE BIOSCIENCES INC | $309,668 | 0.1% | +1% | 40.7 |
| 61 |  $IVVD | Invivyd, Inc. | $298,601 | 0.1% | NEW | 29.7 |
| 62 |  $GRCE | Grace Therapeutics, Inc. | $272,400 | 0.1% | +140% | — |
| 63 |  $KBDC | Kayne Anderson BDC, Inc. | $270,600 | 0.1% | +0% | — |
| 64 |  $VYGR | Voyager Therapeutics, Inc. | $263,015 | 0.1% | +0% | 8.1 |
| 65 |  $LUNG | Pulmonx Corp | $260,706 | 0.1% | -20% | 23.4 |
| 66 |  $OCUL | OCULAR THERAPEUTIX, INC | $202,832 | 0.1% | -94% | 8.4 |
| 67 |  $KYNB | KYNTRA BIO, INC. | $170,373 | 0.1% | +0% | 41.6 |
| 68 |  $ELUT | ELUTIA INC. | $161,726 | 0.1% | +0% | — |
| 69 |  $QNRX | Quoin Pharmaceuticals, Ltd. | $96,800 | 0.1% | +0% | — |
| 70 |  $LPCN | Lipocine Inc. | $42,783 | 0.0% | -85% | — |
| 71 |  $DCGO | DocGo Inc. | $20,160 | 0.0% | -1% | 15.2 |
| 72 |  $GOSS | Gossamer Bio, Inc. | $2,992 | 0.0% | +0% | 8.2 |
New Positions (14)
$ABVX Abivax S.A.$2.3M$VIR Vir Biotechnology, Inc.$2.2M$BIOA BioAge Labs, Inc.$1.7M$NVO NOVO NORDISK A S$1.2M$ADAG Adagene Inc.$1.0M$DFTX Definium Therapeutics, Inc.$940,800$SLN Silence Therapeutics plc$781,974$FDMT 4D Molecular Therapeutics, Inc.$645,117$URGN UroGen Pharma Ltd.$606,722$CAMP Camp4 Therapeutics Corp$524,400$SVRA Savara Inc$492,800$ALT Altimmune, Inc.$464,150$CAPR CAPRICOR THERAPEUTICS, INC.$345,596$IVVD Invivyd, Inc.$298,601Exited Positions (15)
$NVCR NovoCure Ltd
$ENGN enGene Therapeutics Inc.
$RARE Ultragenyx Pharmaceutical Inc.
$KALV KalVista Pharmaceuticals, Inc.
$VSTM Verastem, Inc.
$APGE Apogee Therapeutics, Inc.
$APLS Apellis Pharmaceuticals, Inc.
$IDYA IDEAYA Biosciences, Inc.
$RCUS Arcus Biosciences, Inc.
$RGNX REGENXBIO Inc.
$RCKT ROCKET PHARMACEUTICALS, INC.
$VRDN Viridian Therapeutics, Inc.\DE
$OM Outset Medical, Inc.
$PHR Phreesia, Inc.
$ZNTL Zentalis Pharmaceuticals, Inc.Browse Top Institutional Investors
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