Institutional Manager · CIK 0001618205
Birchview Capital, LP
BURLINGTON, VT · File #028-16416
Latest AUM
$170.8M
Positions
68
Top-10 Concentration
56.4%
Filings
18
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202568 pos · $170.8M
- 13F HOLDINGS REPORTQ/E Sep 202569 pos · $132.4M
- 13F HOLDINGS REPORTQ/E Jun 202571 pos · $100.7M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 202561 pos · $108.2M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 202568 pos · $122.9M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 202560 pos · $122.7M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 202562 pos · $115.5M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 202559 pos · $127.8M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 202552 pos · $117.7M
- 13F HOLDINGS REPORTQ/E Mar 202568 pos · $115.2M
- 13F HOLDINGS REPORTQ/E Dec 202468 pos · $122.7M
- 13F HOLDINGS REPORTQ/E Sep 202462 pos · $115.2M
- 13F HOLDINGS REPORTQ/E Jun 202461 pos · $108.0M
- 13F HOLDINGS REPORTQ/E Mar 202460 pos · $122.5M
- 13F HOLDINGS REPORTQ/E Dec 202352 pos · $117.5M
- 13F HOLDINGS REPORTQ/E Sep 202354 pos · $133.4M
- 13F HOLDINGS REPORTQ/E Jun 202355 pos · $128,033
- 13F HOLDINGS REPORTQ/E Mar 202357 pos · $141,566
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | KLA CORPORATION | KLAC | 21,883 | $26.6M | 16.09% |
| 2 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 302,842 | $16.3M | 9.89% |
| 3 | COMPASS THERAPEUTICS INC | CMPX | 1,592,938 | $8.6M | 5.18% |
| 4 | STOKE THERAPEUTICS INC | STOK | 260,000 | $8.3M | 4.99% |
| 5 | LAM RESEARCH CORPORATION | LRCX | 40,329 | $6.9M | 4.18% |
| 6 | OLEMA PHARMACEUTICALS INC | OLMA | 269,000 | $6.7M | 4.07% |
| 7 | STRUCTURE THERAPEUTICS INC | GPCR | 90,000 | $6.3M | 3.79% |
| 8 | PROTAGONIST THERAPEUTICS INC | PTGX | 55,000 | $4.8M | 2.91% |
| 9 | ACADIA PHARMACEUTICALS INC | ACAD | 171,000 | $4.6M | 2.76% |
| 10 | OVINTIV INC | OVV | 107,500 | $4.2M | 2.55% |
| 11 | PROTHENA CORP PLC | PRTA | 441,019 | $4.2M | 2.55% |
| 12 | SOLID BIOSCIENCES INC | SLDB | 705,955 | $4.0M | 2.41% |
| 13 | NEUROCRINE BIOSCIENCES INC | NBIX | 27,190 | $3.9M | 2.33% |
| 14 | AMICUS THERAPEUTICS INC | FOLD | 253,000 | $3.6M | 2.18% |
| 15 | BICYCLE THERAPEUTICS PLC | BCYC | 462,700 | $3.3M | 1.98% |
| 16 | PHATHOM PHARMACEUTICALS INC | PHAT | 195,000 | $3.2M | 1.96% |
| 17 | CASTLE BIOSCIENCES INC | CSTL | 80,600 | $3.1M | 1.90% |
| 18 | INTELLIA THERAPEUTICS INC | NTLA | 315,400 | $2.8M | 1.72% |
| 19 | IMMUNOME INC | IMNM | 130,000 | $2.8M | 1.69% |
| 20 | CORCEPT THERAPEUTICS INC | CORT | 67,200 | $2.3M | 1.42% |