Birchview Capital, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$175.7M
Q ending 2026-03-31
Prior quarter
$170.8M
Q ending 2025-12-31
Change
+2.8% QoQ · +52.5% YoY
Positions
73
reported holdings
Largest positions
All 73 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Kla Corporation | KLAC | Shares | $29.3M | 20K |
| Bristol-Myers Squibb Co | BMY | Shares | $18.6M | 306K |
| Compass Therapeutics Inc | CMPX | Shares | $7.8M | 1.5M |
| Lam Research Corporation | LRCX | Shares | $7.7M | 36K |
| Stoke Therapeutics Inc | STOK | Shares | $6.8M | 210K |
| Ovintiv Inc | OVV | Shares | $6.4M | 108K |
| Intellia Therapeutics Inc | NTLA | Shares | $5.7M | 445K |
| Structure Therapeutics Inc | GPCR | Shares | $4.8M | 100K |
| Solid Biosciences Inc | SLDB | Shares | $4.5M | 626K |
| Prothena Corp Plc | Shares | $4.4M | 449K | |
| Biodesix Inc | Shares | $4.2M | 287K | |
| Acadia Pharmaceuticals Inc | ACAD | Shares | $3.8M | 171K |
| Protagonist Therapeutics Inc | PTGX | Shares | $3.7M | 35K |
| Neurocrine Biosciences Inc | NBIX | Shares | $3.6M | 27K |
| Olema Pharmaceuticals Inc | OLMA | Shares | $3.3M | 219K |
| Relmada Therapeutics Inc | RLMD | Shares | $2.8M | 409K |
| Ocular Therapeutix Inc | OCUL | Shares | $2.7M | 320K |
| United Therapeutics Corp | UTHR | Shares | $2.7M | 5K |
| Nektar Therapeutics | NKTR | Shares | $2.2M | 31K |
| Celldex Therapeutics Inc | CLDX | Shares | $2.2M | 70K |
| Novocure Ltd | Shares | $2.2M | 202K | |
| Eqt Corporation | EQT | Shares | $2.2M | 35K |
| Phathom Pharmaceuticals Inc | PHAT | Shares | $2.2M | 195K |
| Bicycle Therapeutics Plc | BCYC | Shares | $2.2M | 464K |
| Compass Pathways Ltd | CMPS | Shares | $2.1M | 375K |
| Pacific Biosciences Of California | PACB | Shares | $2.0M | 1.5M |
| Cytokinetics Inc | CYTK | Shares | $2.0M | 30K |
| Corcept Therapeutics Inc | CORT | Shares | $1.9M | 47K |
| Vera Therapeutics Inc | VERA | Shares | $1.8M | 44K |
| Alkermes Plc | Shares | $1.8M | 50K | |
| Engene Holdings Inc | Shares | $1.7M | 250K | |
| Uniqure Nv | Shares | $1.6M | 101K | |
| Zenas Biopharma Inc | ZBIO | Shares | $1.4M | 70K |
| Quidelortho Corp | QDELUSD | Shares | $1.4M | 83K |
| Foghorn Therapeutics Inc | FHTX | Shares | $1.3M | 282K |
| Ultragenyx Pharmaceutical Inc | RARE | Shares | $1.3M | 62K |
| Xenon Pharmaceuticals Inc | XENE | Shares | $1.2M | 21K |
| Kalvista Pharmaceuticals Inc | 4XC1 | Shares | $1.1M | 57K |
| Immunome Inc | IMNM | Shares | $1.1M | 50K |
| Freeport-Mcmoran Cl-B | FCX | Shares | $1.1M | 18K |
| Axsome Therapeutics Inc | AXSM | Shares | $1.0M | 6K |
| Biogen Inc | BIIB | Shares | $917K | 5K |
| Lipocine Inc | LPCN | Shares | $893K | 112K |
| Travere Therapeutics Inc | TVTX | Shares | $868K | 29K |
| Harrow Health Inc | HROW | Shares | $846K | 24K |
| Pharvaris N V | Shares | $843K | 30K | |
| Verastem Inc | VSTM | Shares | $795K | 150K |
| Apogee Therapeutics Inc | APGE | Shares | $758K | 9K |
| Halozyme Therapeutics Inc | HALO | Shares | $653K | 10K |
| Bridgebio Pharma Inc | BBIO | Shares | $645K | 9K |
| Apellis Pharmaceuticals Inc | APLS | Shares | $563K | 14K |
| Ideaya Biosciences Inc | IDYA | Shares | $562K | 17K |
| Arcus Biosciences Inc | RCUS | Shares | $559K | 26K |
| Regenxbio Inc | RGNX | Shares | $555K | 66K |
| Karyopharm Therapeutics Inc | KPTIEUR | Shares | $468K | 84K |
| Rocket Pharmaceuticals Inc | RCKT | Shares | $455K | 127K |
| Viridian Therapeutics Inc | VRDN | Shares | $393K | 20K |
| Outset Medical Inc | OMGBP | Shares | $380K | 99K |
| Pulmonx Corp | LUNG | Shares | $323K | 250K |
| Castle Biosciences Inc | CSTL | Shares | $317K | 13K |
| Trinity Cap Inc | TRIN | Shares | $294K | 20K |
| Candel Therapeutics Inc | CADL | Shares | $294K | 60K |
| Voyager Therapeutics Inc | VYGR | Shares | $289K | 75K |
| Cullinan Therapeutics Inc | CGEM | Shares | $284K | 20K |
| Kayne Anderson Bdc Inc | KBDC | Shares | $274K | 20K |
| Grace Therapeutics Inc | GRCE | Shares | $232K | 50K |
| Elutia Inc | ELUT | Shares | $173K | 165K |
| Kyntra Bio Inc | KYNB | Shares | $153K | 23K |
| Quoin Pharmaceuticals Ltd | QNRX | Shares | $132K | 20K |
| Phreesia Inc | PHR | Shares | $120K | 14K |
| Zentalis Pharmaceuticals Inc | ZNTL | Shares | $41K | 18K |
| Docgo Inc | DCGO | Shares | $25K | 40K |
| Gossamer Bio Inc | GOSS | Shares | $6K | 18K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.