13F HOLDINGS REPORT (Amended)
Birchview Capital, LP
Quarter ended Q2 2025 · Filed June 30, 2025 · Accession 0001618205-25-000008
Total Value
$122.9M
Positions
68
Other Managers
0
Confidential Omitted
No
Holdings (68)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 685,182 | $38.8M | 31.53% |
| 2 | BIODESIX INC | BDSX | 5,736,113 | $8.8M | 7.14% |
| 3 | ACADIA PHARMACEUTICALS INC | ACAD | 338,400 | $6.2M | 5.05% |
| 4 | ELUTIA INC | ELUT | 1,225,489 | $4.6M | 3.73% |
| 5 | PROTHENA CORP PLC | PRTA | 304,574 | $4.2M | 3.43% |
| 6 | NEUROCRINE BIOSCIENCES INC | NBIX | 30,240 | $4.1M | 3.36% |
| 7 | CORCEPT THERAPEUTICS INC | CORT | 74,000 | $3.7M | 3.03% |
| 8 | UNITED THERAPEUTICS CORP | UTHR | 10,000 | $3.5M | 2.87% |
| 9 | AXOGEN INC | AXGN | 197,000 | $3.2M | 2.64% |
| 10 | DOCGO INC | DCGO | 764,062 | $3.2M | 2.64% |
| 11 | QUIDELORTHO CORP | QDEL | 67,619 | $3.0M | 2.45% |
| 12 | PHREESIA INC | PHR | 114,700 | $2.9M | 2.35% |
| 13 | TRAVERE THERAPEUTICS INC | TVTX | 148,000 | $2.6M | 2.10% |
| 14 | MASIMO CORP | MASI | 15,280 | $2.5M | 2.06% |
| 15 | HARROW HEALTH INC | HROW | 72,910 | $2.4M | 1.99% |
| 16 | STOKE THERAPEUTICS INC | STOK | 210,000 | $2.3M | 1.88% |
| 17 | OVINTIV INC | OVV | 52,200 | $2.1M | 1.72% |
| 18 | CASTLE BIOSCIENCES INC | CSTL | 78,000 | $2.1M | 1.69% |
| 19 | PROTAGONIST THERAPEUTICS INC | PTGX | 48,000 | $1.9M | 1.51% |
| 20 | EQT CORPORATION | EQT | 34,619 | $1.6M | 1.30% |
| 21 | FOGHORN THERAPEUTICS INC | FHTX | 310,930 | $1.5M | 1.19% |
| 22 | ALKERMES PLC | ALKS | 50,000 | $1.4M | 1.17% |
| 23 | TREACE MEDICAL CONCEPTS INC | 89455T109 | 161,350 | $1.2M | 0.98% |
| 24 | NOVOCURE LTD | NVCR | 31,000 | $923,800 | 0.75% |
| 25 | 10X GENOMICS INC | TXG | 50,000 | $718,000 | 0.58% |
| 26 | ULTRAGENYX PHARMACEUTICAL INC | RARE | 16,000 | $673,120 | 0.55% |
| 27 | XENCOR INC | XNCR | 26,000 | $597,480 | 0.49% |
| 28 | KINIKSA PHARMACEUTICALS LTD | KNSA | 30,000 | $593,400 | 0.48% |
| 29 | KALVISTA PHARMACEUTICALS INC | KALV | 67,000 | $567,490 | 0.46% |
| 30 | ALPHATEC HOLDINGS INC | ATEC | 58,000 | $532,440 | 0.43% |
| 31 | CANDEL THERAPEUTICS INC | CADL | 60,000 | $520,800 | 0.42% |
| 32 | WAVE LIFE SCIENCES LTD | WVE | 40,000 | $494,800 | 0.40% |
| 33 | INHIBRX BIOSCIENCES INC | INBX | 32,110 | $494,494 | 0.40% |
| 34 | HALOZYME THERAPEUTICS INC | HALO | 10,000 | $478,100 | 0.39% |
| 35 | CYTOKINETICS INC | CYTK | 10,000 | $470,400 | 0.38% |
| 36 | APELLIS PHARMACEUTICALS INC | APLS | 14,000 | $446,740 | 0.36% |
| 37 | SAREPTA THERAPEUTICS INC | SRPT | 3,500 | $425,565 | 0.35% |
| 38 | OUTSET MEDICAL INC | OM | 368,766 | $409,330 | 0.33% |
| 39 | XENON PHARMACEUTICALS INC | XENE | 10,000 | $392,000 | 0.32% |
| 40 | ACCELERATE DIAGNOSTICS INC | 00430H102 | 325,239 | $390,287 | 0.32% |
| 41 | TELA BIO INC | TELA | 125,000 | $377,500 | 0.31% |
| 42 | SPRINGWORKS THERAPEUTICS INC | 85205L107 | 10,000 | $361,300 | 0.29% |
| 43 | UNIQURE NV | QURE | 20,000 | $353,200 | 0.29% |
| 44 | PULMONX CORP | LUNG | 51,000 | $346,290 | 0.28% |
| 45 | SCHOLAR ROCK HOLDING CORP | SRRK | 8,000 | $345,760 | 0.28% |
| 46 | AXSOME THERAPEUTICS INC | AXSM | 4,000 | $338,440 | 0.28% |
| 47 | BIOCRYST PHARMACEUTICALS INC | BCRX | 40,000 | $300,800 | 0.24% |
| 48 | ATARA BIOTHERAPEUTICS INC | ATRA | 22,000 | $292,820 | 0.24% |
| 49 | ARVINAS INC | ARVN | 15,000 | $287,550 | 0.23% |
| 50 | KARYOPHARM THERAPEUTICS INC | KPTI | 419,832 | $283,932 | 0.23% |
| 51 | BIOHAVEN PHARMACEUTICAL HOLDING CO LTD | BHVN | 7,365 | $275,083 | 0.22% |
| 52 | AMICUS THERAPEUTICS INC | FOLD | 28,000 | $263,760 | 0.21% |
| 53 | CULLINAN ONCOLOGY INC | CGEM | 20,000 | $243,600 | 0.20% |
| 54 | KEROS THERAPEUTICS INC | KROS | 15,000 | $237,450 | 0.19% |
| 55 | BLUEPRINT MEDICINES CORP | 09627Y109 | 2,700 | $235,494 | 0.19% |
| 56 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 4,000 | $216,600 | 0.18% |
| 57 | ZENAS BIOPHARMA INC | ZBIO | 16,500 | $135,135 | 0.11% |
| 58 | DIREXION DAILY PHARMACEUTICAL & MEDICAL BULL 3X SH | 25459W102 | 18,000 | $127,800 | 0.10% |
| 59 | GOSSAMER BIO INC | GOSS | 138,176 | $124,994 | 0.10% |
| 60 | INFLARX NV | IFRX | 50,000 | $123,500 | 0.10% |
| 61 | LIQUIDIA CORPORATION | LQDA | 10,000 | $117,600 | 0.10% |
| 62 | COHERUS BIOSCIENCES INC | CHRS | 82,000 | $113,160 | 0.09% |
| 63 | NEUROPACE INC | NPCE | 10,000 | $111,900 | 0.09% |
| 64 | ALUMIS INC | ALMS | 10,000 | $78,600 | 0.06% |
| 65 | VENTYX BIOSCIENCES INC | 92332V107 | 28,800 | $63,072 | 0.05% |
| 66 | ZENTALIS PHARMACEUTICALS INC | ZNTL | 17,000 | $51,510 | 0.04% |
| 67 | 2SEVENTY BIO INC | 901384107 | 15,833 | $46,549 | 0.04% |
| 68 | CERO THERAPEUTICS HOLDINGS INC | 71902K105 | 12,972 | $778 | 0.00% |