Birchview Capital, LP

BURLINGTON, VT · CIK 1618205 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityBIRCHVIEW CAPITAL, LP (US)

Others nearbyBurlington, VT

$213.8m reported value +21.7% vs Q1 2026

72positions

59.9%in top 10

14 new 17 added 22 reduced 15 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	KLA CORP COM NEW KLAC	KLAC	178,471	$53.8m25.18%	25.18%	Reduced -20.4k	-20,359 -10.2%
2	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	297,243	$17.1m8.01%	8.01%	Reduced -9.0k	-9,025 -3.0%
3	LAM RESEARCH CORP COM NEW LRCX	LRCX	35,000	$15.2m7.09%	7.09%	Reduced -1.0k	-1,000 -2.8%
4	INTELLIA THERAPEUTICS INC COM NTLA	NTLA	385,900	$6.8m3.17%	3.17%	Reduced -59.5k	-59,500 -13.4%
5	SOLID BIOSCIENCES INC COM NEW SLDB	SLDB	666,196	$6.7m3.11%	3.11%	Added +40.2k	+40,216 6.4%
6	BIODESIX INC COM COM		286,804	$6.5m3.02%	3.02%	Unchanged
7	STOKE THERAPEUTICS INC COM STOK	STOK	178,110	$5.8m2.73%	2.73%	Reduced -31.9k	-31,890 -15.2%
8	OVINTIV INC COM OVV	OVV	107,500	$5.7m2.65%	2.65%	Unchanged
9	NEKTAR THERAPEUTICS COM NEW NKTR	NKTR	81,000	$5.7m2.64%	2.64%	Added +50.0k	+50,000 161.3%
10	CORCEPT THERAPEUTICS INC COM CORT	CORT	57,200	$5.0m2.33%	2.33%	Added +10.0k	+10,000 21.2%
11	NEUROCRINE BIOSCIENCES INC COM NBIX	NBIX	27,190	$4.6m2.14%	2.14%	Unchanged
12	PROTHENA CORP PLC SHS PRTA	PRTA	449,019	$4.4m2.06%	2.06%	Unchanged
13	ACADIA PHARMACEUTICALS INC COM ACAD	ACAD	171,000	$4.3m2.02%	2.02%	Unchanged
14	PROTAGONIST THERAPEUTICS INC COM PTGX	PTGX	35,018	$4.3m2.01%	2.01%	Added +18	+18 0.1%
15	COMPASS THERAPEUTICS INC COM CMPX	CMPX	1,675,000	$3.7m1.72%	1.72%	Added +209.1k	+209,133 14.3%
16	RELMADA THERAPEUTICS INC COM RLMD	RLMD	408,100	$2.8m1.32%	1.32%	Reduced -1.3k	-1,287 -0.3%
17	ALKERMES PLC SHS ALKS	ALKS	50,000	$2.6m1.23%	1.23%	Unchanged
18	HALOZYME THERAPEUTICS INC COM HALO	HALO	33,251	$2.6m1.22%	1.22%	Added +23.2k	+23,151 229.2%
19	CELLDEX THERAPEUTICS INC NEW COM NEW CLDX	CLDX	69,900	$2.6m1.22%	1.22%	Reduced -195	-195 -0.3%
20	CYTOKINETICS INC COM NEW CYTK	CYTK	30,000	$2.6m1.20%	1.20%	Unchanged
21	OLEMA PHARMACEUTICALS INC COM OLMA	OLMA	199,000	$2.5m1.16%	1.16%	Reduced -20.0k	-20,000 -9.1%
22	VERA THERAPEUTICS INC CL A VERA	VERA	57,758	$2.5m1.16%	1.16%	Added +13.8k	+13,758 31.3%
23	UNITED THERAPEUTICS CORP DEL COM UTHR	UTHR	4,506	$2.4m1.14%	1.14%	Added +6	+6 0.1%
24	ZENAS BIOPHARMA INC COM ZBIO	ZBIO	93,601	$2.4m1.11%	1.11%	Added +23.6k	+23,601 33.7%
25	UNIQURE NV SHS QURE	QURE	50,697	$2.3m1.09%	1.09%	Reduced -50.0k	-50,000 -49.6%
26	PACIFIC BIOSCIENCES CALIF IN COM PACB	PACB	1,350,000	$2.3m1.06%	1.06%	Reduced -150.0k	-150,000 -10.0%
27	ABIVAX SA SPONSORED ADS ABVX	ABVX	17,000	$2.3m1.06%	1.06%	New
28	VIR BIOTECHNOLOGY INC COM VIR	VIR	220,000	$2.2m1.05%	1.05%	New
29	BIOGEN INC COM BIIB	BIIB	9,000	$1.9m0.91%	0.91%	Added +4.0k	+4,000 80.0%
30	EQT CORP COM EQT	EQT	34,619	$1.8m0.86%	0.86%	Unchanged
31	BIOAGE LABS INC COM BIOA	BIOA	69,000	$1.7m0.79%	0.79%	New
32	TRAVERE THERAPEUTICS INC COM TVTX	TVTX	29,000	$1.6m0.77%	0.77%	Reduced -200	-200 -0.7%
33	QUIDEL CORP COM QDEL	QDEL	89,377	$1.6m0.73%	0.73%	Added +6.8k	+6,829 8.3%
34	AXSOME THERAPEUTICS INC COM AXSM	AXSM	6,000	$1.5m0.69%	0.69%	Unchanged
35	FOGHORN THERAPEUTICS INC COM FHTX	FHTX	281,937	$1.4m0.64%	0.64%	Added +207	+207 0.1%
36	BICYCLE THERAPEUTICS PLC SPONSORED ADS BCYC	BCYC	313,616	$1.3m0.62%	0.62%	Reduced -150.0k	-149,983 -32.4%
37	STRUCTURE THERAPEUTICS INC SPONSORED ADS GPCR	GPCR	24,000	$1.3m0.60%	0.60%	Reduced -76.0k	-76,000 -76.0%
38	XENON PHARMACEUTICALS INC COM XENE	XENE	21,032	$1.3m0.59%	0.59%	Added +32	+32 0.1%
39	NOVO-NORDISK A S ADR NVO	NVO	24,000	$1.2m0.54%	0.54%	New
40	FREEPORT-MCMORAN INC CL B FCX	FCX	18,035	$1.1m0.53%	0.53%	Reduced -5	-5 -0.0%
41	IMMUNOME INC COM IMNM	IMNM	50,000	$1.1m0.50%	0.50%	Unchanged
42	PHARVARIS N V COM PHVS	PHVS	29,847	$1.0m0.48%	0.48%	Unchanged
43	HARROW INC COM HROW	HROW	24,000	$1.0m0.48%	0.48%	Unchanged
44	ADAGENE INC ADS ADAG	ADAG	240,000	$1.0m0.47%	0.47%	New
45	DEFINIUM THERAPEUTICS INC COM SHS DFTX	DFTX	20,000	$940.8k0.44%	0.44%	New
46	SILENCE THERAPEUTICS PLC ADS SLN	SLN	71,218	$782.0k0.37%	0.37%	New
47	BRIDGEBIO PHARMA INC COM BBIO	BBIO	8,741	$651.0k0.30%	0.30%	Added +53	+53 0.6%
48	4D MOLECULAR THERAPEUTICS IN COM FDMT	FDMT	48,505	$645.1k0.30%	0.30%	New
49	UROGEN PHARMA LTD COM URGN	URGN	16,487	$606.7k0.28%	0.28%	New
50	PHATHOM PHARMACEUTICALS INC COM PHAT	PHAT	55,000	$596.8k0.28%	0.28%	Reduced -140.0k	-140,000 -71.8%
51	CAMP4 THERAPEUTICS CORP COM CAMP	CAMP	120,000	$524.4k0.25%	0.25%	New
52	SAVARA INC COM SVRA	SVRA	80,000	$492.8k0.23%	0.23%	New
53	CANDEL THERAPEUTICS INC COM CADL	CADL	47,756	$491.9k0.23%	0.23%	Reduced -12.2k	-12,244 -20.4%
54	ALTIMMUNE INC COM NEW ALT	ALT	152,681	$464.1k0.22%	0.22%	New
55	COMPASS PATHWAYS PLC SPONSORED ADS CMPS	CMPS	30,000	$424.5k0.20%	0.20%	Reduced -345.0k	-345,000 -92.0%
56	KARYOPHARM THERAPEUTICS INC COM COM		42,952	$419.6k0.20%	0.20%	Reduced -41.0k	-41,000 -48.8%
57	CULLINAN THERAPEUTICS INC COM CGEM	CGEM	20,000	$364.2k0.17%	0.17%	Unchanged
58	TRINITY CAP INC COM TRIN	TRIN	20,000	$357.8k0.17%	0.17%	Unchanged
59	CAPRICOR THERAPEUTICS INC COM NEW CAPR	CAPR	14,352	$345.6k0.16%	0.16%	New
60	CASTLE BIOSCIENCES INC COM CSTL	CSTL	12,984	$309.7k0.14%	0.14%	Added +84	+84 0.7%
61	INVIVYD INC COM IVVD	IVVD	342,275	$298.6k0.14%	0.14%	New
62	GRACE THERAPEUTICS INC COM GRCE	GRCE	120,000	$272.4k0.13%	0.13%	Added +70.0k	+70,000 140.0%
63	KAYNE ANDERSON BDC INC COM SHS KBDC	KBDC	20,000	$270.6k0.13%	0.13%	Unchanged
64	VOYAGER THERAPEUTICS INC COM VYGR	VYGR	75,147	$263.0k0.12%	0.12%	Added +229	+229 0.3%
65	PULMONX CORP COM LUNG	LUNG	200,543	$260.7k0.12%	0.12%	Reduced -49.7k	-49,678 -19.9%
66	OCULAR THERAPEUTIX INC COM OCUL	OCUL	20,655	$202.8k0.09%	0.09%	Reduced -299.3k	-299,345 -93.5%
67	FIBROGEN INC COM NEW KYNB	KYNB	22,566	$170.4k0.08%	0.08%	Unchanged
68	ELUTIA INC CL A COM ELUT	ELUT	165,094	$161.7k0.08%	0.08%	Unchanged
69	QUOIN PHARMACEUTICALS LTD SPONSORED ADS QNRX	QNRX	20,000	$96.8k0.05%	0.05%	Unchanged
70	LIPOCINE INC NEW COM NEW LPCN	LPCN	16,712	$42.8k0.02%	0.02%	Reduced -95.1k	-95,074 -85.0%
71	DOCGO INC COM DCGO	DCGO	39,062	$20.2k0.01%	0.01%	Reduced -511	-511 -1.3%
72	GOSSAMER BIO INC COM GOSS	GOSS	18,176	$3.0k0.00%	0.00%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NOVOCURE LTD NVCR	NVCR	202,330	$2.2m202.3k shares
ENGENE HOLDINGS INC		250,000	$1.7m250.0k shares
ULTRAGENYX PHARMACEUTICAL IN RARE	RARE	62,000	$1.3m62.0k shares
KALVISTA PHARMACEUTICALS INC KALV	KALV	57,000	$1.1m57.0k shares
VERASTEM INC VSTM	VSTM	150,000	$795.0k150.0k shares
APOGEE THERAPEUTICS INC		9,000	$757.5k9.0k shares
APELLIS PHARMACEUTICALS INC APLS	APLS	14,000	$563.2k14.0k shares
IDEAYA BIOSCIENCES INC IDYA	IDYA	16,860	$561.8k16.9k shares
ARCUS BIOSCIENCES INC RCUS	RCUS	25,889	$559.2k25.9k shares
REGENXBIO INC RGNX	RGNX	66,270	$555.3k66.3k shares
ROCKET PHARMACEUTICALS INC RCKT	RCKT	127,025	$454.8k127.0k shares
VIRIDIAN THERAPEUTICS INC VRDN	VRDN	20,100	$393.2k20.1k shares
OUTSET MED INC OM	OM	98,882	$379.7k98.9k shares
PHREESIA INC PHR	PHR	14,300	$119.8k14.3k shares
ZENTALIS PHARMACEUTICALS INC ZNTL	ZNTL	17,503	$41.0k17.5k shares