13F HOLDINGS REPORT
Birchview Capital, LP
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001618205-25-000011
Total Value
$132.4M
Positions
69
Other Managers
0
Confidential Omitted
No
Holdings (69)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KLA CORPORATION | KLAC | 21,883 | $23.6M | 17.82% |
| 2 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 316,842 | $14.3M | 10.79% |
| 3 | CORCEPT THERAPEUTICS INC | CORT | 67,200 | $5.6M | 4.22% |
| 4 | PROTHENA CORP PLC | PRTA | 549,019 | $5.4M | 4.05% |
| 5 | STOKE THERAPEUTICS INC | STOK | 210,000 | $4.9M | 3.73% |
| 6 | UNIQURE NV | QURE | 78,728 | $4.6M | 3.47% |
| 7 | OVINTIV INC | OVV | 107,500 | $4.3M | 3.28% |
| 8 | NEUROCRINE BIOSCIENCES INC | NBIX | 28,690 | $4.0M | 3.04% |
| 9 | ACADIA PHARMACEUTICALS INC | ACAD | 171,000 | $3.6M | 2.76% |
| 10 | PROTAGONIST THERAPEUTICS INC | PTGX | 48,000 | $3.2M | 2.41% |
| 11 | COMPASS THERAPEUTICS INC | CMPX | 872,938 | $3.1M | 2.31% |
| 12 | PHREESIA INC | PHR | 114,700 | $2.7M | 2.04% |
| 13 | CASTLE BIOSCIENCES INC | CSTL | 110,600 | $2.5M | 1.90% |
| 14 | STRUCTURE THERAPEUTICS INC | GPCR | 78,000 | $2.2M | 1.65% |
| 15 | BIODESIX INC | BDSX | 286,804 | $2.2M | 1.63% |
| 16 | QUIDELORTHO CORP | QDEL | 72,548 | $2.1M | 1.61% |
| 17 | AXOGEN INC | AXGN | 119,078 | $2.1M | 1.60% |
| 18 | AMICUS THERAPEUTICS INC | FOLD | 253,000 | $2.0M | 1.51% |
| 19 | HARROW HEALTH INC | HROW | 40,000 | $1.9M | 1.46% |
| 20 | EQT CORPORATION | EQT | 34,619 | $1.9M | 1.42% |
| 21 | SOLID BIOSCIENCES INC | SLDB | 296,955 | $1.8M | 1.38% |
| 22 | OLEMA PHARMACEUTICALS INC | OLMA | 174,000 | $1.7M | 1.29% |
| 23 | CYTOKINETICS INC | CYTK | 30,000 | $1.6M | 1.24% |
| 24 | ALKERMES PLC | ALKS | 50,000 | $1.5M | 1.13% |
| 25 | FOGHORN THERAPEUTICS INC | FHTX | 281,730 | $1.4M | 1.04% |
| 26 | NOVOCURE LTD | NVCR | 102,100 | $1.3M | 1.00% |
| 27 | UNITED THERAPEUTICS CORP | UTHR | 3,000 | $1.3M | 0.95% |
| 28 | IMMUNOME INC | IMNM | 105,000 | $1.2M | 0.93% |
| 29 | MASIMO CORP | MASI | 8,280 | $1.2M | 0.92% |
| 30 | BICYCLE THERAPEUTICS PLC | BCYC | 154,000 | $1.2M | 0.90% |
| 31 | TREACE MEDICAL CONCEPTS INC | 89455T109 | 176,947 | $1.2M | 0.90% |
| 32 | KINIKSA PHARMACEUTICALS LTD | KNSA | 30,000 | $1.2M | 0.88% |
| 33 | OUTSET MEDICAL INC | OM | 78,584 | $1.1M | 0.84% |
| 34 | INHIBRX BIOSCIENCES INC | INBX | 31,698 | $1.1M | 0.81% |
| 35 | DOCGO INC | DCGO | 764,062 | $1.0M | 0.78% |
| 36 | INTELLIA THERAPEUTICS INC | NTLA | 60,000 | $1.0M | 0.78% |
| 37 | TRAVERE THERAPEUTICS INC | TVTX | 43,060 | $1.0M | 0.78% |
| 38 | PHATHOM PHARMACEUTICALS INC | PHAT | 85,000 | $1.0M | 0.76% |
| 39 | SCHOLAR ROCK HOLDING CORP | SRRK | 26,000 | $968,240 | 0.73% |
| 40 | XENON PHARMACEUTICALS INC | XENE | 21,000 | $843,150 | 0.64% |
| 41 | KALVISTA PHARMACEUTICALS INC | KALV | 67,000 | $816,060 | 0.62% |
| 42 | HALOZYME THERAPEUTICS INC | HALO | 10,100 | $740,734 | 0.56% |
| 43 | AXSOME THERAPEUTICS INC | AXSM | 6,000 | $728,700 | 0.55% |
| 44 | FREEPORT-MCMORAN CL-B | FCX | 18,044 | $707,689 | 0.53% |
| 45 | ULTRAGENYX PHARMACEUTICAL INC | RARE | 22,000 | $661,760 | 0.50% |
| 46 | PACIFIC BIOSCIENCES OF CALIFORNIA INC | 69404D108 | 500,000 | $640,000 | 0.48% |
| 47 | APOGEE THERAPEUTICS INC | APGE | 16,000 | $635,680 | 0.48% |
| 48 | ELUTIA INC | ELUT | 711,175 | $633,088 | 0.48% |
| 49 | VOYAGER THERAPEUTICS INC | VYGR | 134,918 | $630,067 | 0.48% |
| 50 | ALPHATEC HOLDINGS INC | ATEC | 33,000 | $479,820 | 0.36% |
| 51 | BRIDGEBIO PHARMA INC | BBIO | 8,688 | $451,255 | 0.34% |
| 52 | AVALO THERAPEUTICS INC | AVTX | 31,000 | $394,010 | 0.30% |
| 53 | GUARDANT HEALTH INC | GH | 6,000 | $374,880 | 0.28% |
| 54 | PHARVARIS N V | PHVS | 14,847 | $370,433 | 0.28% |
| 55 | ZENAS BIOPHARMA INC | ZBIO | 16,500 | $366,300 | 0.28% |
| 56 | GOSSAMER BIO INC | GOSS | 138,176 | $363,403 | 0.27% |
| 57 | APELLIS PHARMACEUTICALS INC | APLS | 14,000 | $316,820 | 0.24% |
| 58 | VENTYX BIOSCIENCES INC | 92332V107 | 98,827 | $307,352 | 0.23% |
| 59 | CANDEL THERAPEUTICS INC | CADL | 60,000 | $306,000 | 0.23% |
| 60 | ORTHOPEDIATRICS CORP | KIDS | 16,000 | $296,480 | 0.22% |
| 61 | TELA BIO INC | TELA | 155,000 | $230,950 | 0.17% |
| 62 | NEKTAR THERAPEUTICS | NKTR | 4,021 | $228,795 | 0.17% |
| 63 | HEALTHCARE SELECT SECTOR SPDR FUND | 81369Y209 | 1,498 | $208,477 | 0.16% |
| 64 | KARYOPHARM THERAPEUTICS INC | KPTI | 27,985 | $183,022 | 0.14% |
| 65 | APPLIED THERAPEUTICS INC | 03828A101 | 225,000 | $136,103 | 0.10% |
| 66 | CULLINAN THERAPEUTICS INC | CGEM | 20,000 | $118,600 | 0.09% |
| 67 | INFLARX NV | IFRX | 50,000 | $67,000 | 0.05% |
| 68 | ALUMIS INC | ALMS | 10,000 | $39,900 | 0.03% |
| 69 | ZENTALIS PHARMACEUTICALS INC | ZNTL | 17,000 | $25,670 | 0.02% |