Birchview Capital, LP

CIK

1618205

Location

BURLINGTON, VT

Portfolio Value

Small $212,011,543

Diversification

Diversified

Filing Date

Global Rank

#6,329 / 8,794 ▼ 214 · as of Jun 2026

Top Industry

Biotechnology 43.0%

Period ended 3 months ago

Filed Aug 14, 2026 · 52d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

71 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

25.4%

+8.4 pts

Top 5

46.8%

+6.2 pts

Top 10

60.3%

+4.8 pts

HHI

863

Diversified+302

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	63.1%	$133,735,320	64
Technology	32.6%	$69,013,035	2
Energy	3.5%	$7,500,567	2
Basic Materials	0.5%	$1,134,221	1
Financial Services	0.3%	$628,400	2

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
CMPX	Compass Therapeutics, Inc.	+209,133	1,675,000	$3,668,250
KLAC	Kla Corp	+158,588	178,471	$53,846,485
GRCE	Grace Therapeutics, Inc.	+70,000	120,000	$272,400
NKTR	Nektar Therapeutics	+50,000	81,000	$5,654,610
SLDB	Solid Biosciences Inc.	+40,216	666,196	$6,655,298
ZBIO	Zenas BioPharma, Inc.	+23,601	93,601	$2,375,593
HALO	Halozyme Therapeutics, Inc.	+23,151	33,251	$2,602,555
VERA	Vera Therapeutics, Inc.	+13,758	57,758	$2,478,395
CORT	Corcept Therapeutics Inc	+10,000	57,200	$4,973,540
BIIB	Biogen Inc.	+4,000	9,000	$1,944,540
VYGR	Voyager Therapeutics, Inc.	+229	75,147	$263,014
FHTX	Foghorn Therapeutics Inc.	+207	281,937	$1,375,852
CSTL	Castle Biosciences Inc	+84	12,984	$309,668
BBIO	BridgeBio Pharma, Inc.	+53	8,741	$651,029
XENE	Xenon Pharmaceuticals Inc.	+32	21,032	$1,269,491
PTGX	Protagonist Therapeutics, Inc	+18	35,018	$4,292,506
UTHR	UNITED THERAPEUTICS Corp	+6	4,506	$2,441,485
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
CMPS	COMPASS Pathways plc	−345,000	30,000	$424,500
OCUL	Ocular Therapeutix, Inc	−299,345	20,655	$202,832
PACB	Pacific Biosciences Of California, Inc.	−150,000	1,350,000	$2,268,000
BCYC	Bicycle Therapeutics PLC	−149,983	313,616	$1,329,731
PHAT	Phathom Pharmaceuticals, Inc.	−140,000	55,000	$596,750
LPCN	Lipocine Inc.	−95,074	16,712	$42,782
GPCR	Structure Therapeutics Inc.	−76,000	24,000	$1,288,080
NTLA	Intellia Therapeutics, Inc.	−59,500	385,900	$6,529,428
QURE	uniQure N.V.	−50,000	50,697	$2,335,103
LUNG	Pulmonx Corp	−49,678	200,543	$260,705
KPTI	Karyopharm Therapeutics Inc.	−41,000	42,952	$419,641
STOK	Stoke Therapeutics, Inc.	−31,890	178,110	$5,827,759
OLMA	Olema Pharmaceuticals, Inc.	−20,000	199,000	$2,489,490
CADL	Candel Therapeutics, Inc.	−12,244	47,756	$491,886
BMY	Bristol Myers Squibb Co	−9,025	297,243	$17,127,141
RLMD	Relmada Therapeutics, Inc.	−1,287	408,100	$2,824,052
LRCX	Lam Research Corp	−1,000	35,000	$15,166,550
DCGO	DocGo Inc.	−511	39,062	$20,155
TVTX	Travere Therapeutics, Inc.	−200	29,000	$1,647,490
CLDX	Celldex Therapeutics, Inc.	−195	69,900	$2,600,979
FCX	Freeport-Mcmoran Inc	−5	18,035	$1,134,221
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
ABVX	Abivax S.A.	17,000	$2,265,420
VIR	Vir Biotechnology, Inc.	220,000	$2,241,800
BIOA	BioAge Labs, Inc.	69,000	$1,691,190
NVO	Novo Nordisk A S	24,000	$1,150,560
ADAG	Adagene Inc.	240,000	$1,008,000
DFTX	Definium Therapeutics, Inc.	20,000	$940,800
SLN	Silence Therapeutics plc	71,218	$781,973
FDMT	4D Molecular Therapeutics, Inc.	48,505	$645,116
URGN	UroGen Pharma Ltd.	16,487	$606,721
CAMP	Camp4 Therapeutics Corp	120,000	$524,400
SVRA	Savara Inc	80,000	$492,800
ALT	Altimmune, Inc.	152,681	$464,150
CAPR	Capricor Therapeutics, Inc.	14,352	$345,596
IVVD	Invivyd, Inc.	342,275	$298,463
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
NVCR	NovoCure Ltd	202,330	$2,205,397
ENGN	enGene Therapeutics Inc.	250,000	$1,702,500
RARE	Ultragenyx Pharmaceutical Inc.	62,000	$1,298,900
VSTM	Verastem, Inc.	150,000	$795,000
—		9,000	$757,530
IDYA	IDEAYA Biosciences, Inc.	16,860	$561,775
RCUS	Arcus Biosciences, Inc.	25,889	$559,202
RGNX	REGENXBIO Inc.	66,270	$555,342
RCKT	Rocket Pharmaceuticals, Inc.	127,025	$454,749
VRDN	Viridian Therapeutics, Inc.\DE	20,100	$393,156
OM	Outset Medical, Inc.	98,882	$379,706
PHR	Phreesia, Inc.	14,300	$119,834
ZNTL	Zentalis Pharmaceuticals, Inc.	17,503	$40,957
—		14,000	$0
—		57,000	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

71 tracked positions · $212,011,543 total · filing declares 73 positions · $213,828,198 · as of Jun 30, 2026

All sectors Basic Materials Energy Financial Services Healthcare Technology

Showing 1–50 of 71 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
KLAC	Kla Corp Technology	Added	178,471	+158,588	$53,846,485	+83.9%	25.40%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	297,243	-9,025	$17,127,141	−7.8%	8.08%
LRCX	Lam Research Corp Technology	Reduced	35,000	-1,000	$15,166,550	+97.2%	7.15%
SLDB	Solid Biosciences Inc. Healthcare	Added	666,196	+40,216	$6,655,298	+47.7%	3.14%
NTLA	Intellia Therapeutics, Inc. Healthcare	Reduced	385,900	-59,500	$6,529,428	+14.4%	3.08%
BDSX	Biodesix Inc Healthcare	Held	286,804	0	$6,467,430	+55.5%	3.05%
STOK	Stoke Therapeutics, Inc. Healthcare	Reduced	178,110	-31,890	$5,827,759	−14.8%	2.75%
OVV	Ovintiv Inc. Energy	Held	107,500	0	$5,659,875	−11.3%	2.67%
NKTR	Nektar Therapeutics Healthcare	Added	81,000	+50,000	$5,654,610	+153.5%	2.67%
CORT	Corcept Therapeutics Inc Healthcare	Added	57,200	+10,000	$4,973,540	+161.4%	2.35%
NBIX	Neurocrine Biosciences Inc Healthcare	Held	27,190	0	$4,582,602	+27.9%	2.16%
PRTA	Prothena Corp Public Ltd Co Healthcare	Held	449,019	0	$4,395,896	+0.7%	2.07%
ACAD	Acadia Pharmaceuticals Inc Healthcare	Held	171,000	0	$4,326,300	+13.7%	2.04%
PTGX	Protagonist Therapeutics, Inc Healthcare	Added	35,018	+18	$4,292,506	+16.4%	2.02%
CMPX	Compass Therapeutics, Inc. Healthcare	Added	1,675,000	+209,133	$3,668,250	−52.7%	1.73%
RLMD	Relmada Therapeutics, Inc. Healthcare	Reduced	408,100	-1,287	$2,824,052	−0.9%	1.33%
ALKS	Alkermes plc. Healthcare	Held	50,000	0	$2,620,000	+48.2%	1.24%
HALO	Halozyme Therapeutics, Inc. Healthcare	Added	33,251	+23,151	$2,602,555	+298.7%	1.23%
CLDX	Celldex Therapeutics, Inc. Healthcare	Reduced	69,900	-195	$2,600,979	+17.0%	1.23%
CYTK	Cytokinetics Inc Healthcare	Held	30,000	0	$2,555,700	+29.3%	1.21%
OLMA	Olema Pharmaceuticals, Inc. Healthcare	Reduced	199,000	-20,000	$2,489,490	−23.8%	1.17%
VERA	Vera Therapeutics, Inc. Healthcare	Added	57,758	+13,758	$2,478,395	+40.0%	1.17%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Added	4,506	+6	$2,441,485	−8.5%	1.15%
ZBIO	Zenas BioPharma, Inc. Healthcare	Added	93,601	+23,601	$2,375,593	+73.6%	1.12%
QURE	uniQure N.V. Healthcare	Reduced	50,697	-50,000	$2,335,103	+41.8%	1.10%
PACB	Pacific Biosciences Of California, Inc. Healthcare	Reduced	1,350,000	-150,000	$2,268,000	+14.5%	1.07%
ABVX	Abivax S.A. Healthcare	NEW	17,000	NEW	$2,265,420	NEW	1.07%
VIR	Vir Biotechnology, Inc. Healthcare	NEW	220,000	NEW	$2,241,800	NEW	1.06%
BIIB	Biogen Inc. Healthcare	Added	9,000	+4,000	$1,944,540	+112.1%	0.92%
EQT	EQT Corp Energy	Held	34,619	0	$1,840,692	−16.5%	0.87%
BIOA	BioAge Labs, Inc. Healthcare	NEW	69,000	NEW	$1,691,190	NEW	0.80%
TVTX	Travere Therapeutics, Inc. Healthcare	Reduced	29,000	-200	$1,647,490	+89.9%	0.78%
AXSM	Axsome Therapeutics, Inc. Healthcare	Held	6,000	0	$1,468,620	+44.8%	0.69%
FHTX	Foghorn Therapeutics Inc. Healthcare	Added	281,937	+207	$1,375,852	+2.2%	0.65%
BCYC	Bicycle Therapeutics PLC Healthcare	Reduced	313,616	-149,983	$1,329,731	−38.2%	0.63%
GPCR	Structure Therapeutics Inc. Healthcare	Reduced	24,000	-76,000	$1,288,080	−73.3%	0.61%
XENE	Xenon Pharmaceuticals Inc. Healthcare	Added	21,032	+32	$1,269,491	+4.0%	0.60%
NVO	Novo Nordisk A S Healthcare	NEW	24,000	NEW	$1,150,560	NEW	0.54%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	18,035	-5	$1,134,221	+7.0%	0.53%
IMNM	Immunome Inc. Healthcare	Held	50,000	0	$1,059,500	−3.1%	0.50%
PHVS	Pharvaris N.V. Healthcare	Held	29,847	0	$1,032,109	+22.4%	0.49%
HROW	Harrow, Inc. Healthcare	Held	24,000	0	$1,019,280	+20.4%	0.48%
ADAG	Adagene Inc. Healthcare	NEW	240,000	NEW	$1,008,000	NEW	0.48%
DFTX	Definium Therapeutics, Inc. Healthcare	NEW	20,000	NEW	$940,800	NEW	0.44%
SLN	Silence Therapeutics plc Healthcare	NEW	71,218	NEW	$781,973	NEW	0.37%
BBIO	BridgeBio Pharma, Inc. Healthcare	Added	8,741	+53	$651,029	+0.9%	0.31%
FDMT	4D Molecular Therapeutics, Inc. Healthcare	NEW	48,505	NEW	$645,116	NEW	0.30%
URGN	UroGen Pharma Ltd. Healthcare	NEW	16,487	NEW	$606,721	NEW	0.29%
PHAT	Phathom Pharmaceuticals, Inc. Healthcare	Reduced	55,000	-140,000	$596,750	−72.5%	0.28%
CAMP	Camp4 Therapeutics Corp Healthcare	NEW	120,000	NEW	$524,400	NEW	0.25%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.