Birchview Capital, Lp Top Holdings and 13F Report (2026) About Birchview Capital, LpInvestment ActivityBirchview Capital, Lp has $175.66 million in total holdings as of March 31, 2026.Birchview Capital, Lp owns shares of 73 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 14.09% of the portfolio was purchased this quarter.About 14.99% of the portfolio was sold this quarter.This quarter, Birchview Capital, Lp has purchased 68 new stocks and bought additional shares in 11 stocks.Birchview Capital, Lp sold shares of 21 stocks and completely divested from 12 stocks this quarter.Largest Holdings KLA $29,275,928Bristol Myers Squibb $18,575,154Compass Therapeutics $7,754,436LAM RESEARCH CORPORATION $7,691,760Stoke Therapeutics $6,837,600 Largest New Holdings this Quarter 75955J402 - Relmada Therapeutics $2,849,334 Holding67576A100 - Ocular Therapeutix $2,710,400 Holding15117B202 - Celldex Therapeutics $2,223,413 Holding20451W101 - Compass Pathways $2,073,750 Holding29286M105 - ENGENE HOLDINGS INC $1,702,500 Holding Largest Purchases this Quarter Relmada Therapeutics 409,387 shares (about $2.85M)Ocular Therapeutix 320,000 shares (about $2.71M)Celldex Therapeutics 70,095 shares (about $2.22M)Compass Pathways 375,000 shares (about $2.07M)ENGENE HOLDINGS INC 250,000 shares (about $1.70M) Largest Sales this Quarter KLA 2,000 shares (about $2.94M)Protagonist Therapeutics 20,000 shares (about $2.11M)Immunome 80,000 shares (about $1.75M)Castle Biosciences 67,700 shares (about $1.66M)Stoke Therapeutics 50,000 shares (about $1.63M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBirchview Capital, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorKLACKLA$29,275,928$2,944,820 â–¼-9.1%19,88316.7%Computer and TechnologyBMYBristol Myers Squibb$18,575,154$207,787 â–²1.1%306,26810.6%MedicalCMPXCompass Therapeutics$7,754,436$672,206 â–¼-8.0%1,465,8674.4%MedicalLAM RESEARCH CORPORATION$7,691,760$924,934 â–¼-10.7%36,0004.4%COM NEWSTOKStoke Therapeutics$6,837,600$1,628,000 â–¼-19.2%210,0003.9%MedicalOVVOvintiv$6,381,2000.0%107,5003.6%EnergyNTLAIntellia Therapeutics$5,710,028$1,666,600 â–²41.2%445,4003.3%MedicalGPCRStructure Therapeutics$4,820,000$482,000 â–²11.1%100,0002.7%MedicalSLDBSolid Biosciences$4,507,056$575,820 â–¼-11.3%625,9802.6%MedicalPRTAProthena$4,364,465$77,760 â–²1.8%449,0192.5%MedicalBDSXBiodesix$4,158,6570.0%286,8042.4%MedicalACADACADIA Pharmaceuticals$3,806,4600.0%171,0002.2%MedicalPTGXProtagonist Therapeutics$3,689,000$2,108,000 â–¼-36.4%35,0002.1%MedicalNBIXNeurocrine Biosciences$3,582,0110.0%27,1902.0%MedicalOLMAOlema Pharmaceuticals$3,265,290$745,500 â–¼-18.6%219,0001.9%MedicalRLMDRelmada Therapeutics$2,849,334$2,849,334 â–²New Holding409,3871.6%MedicalOCULOcular Therapeutix$2,710,400$2,710,400 â–²New Holding320,0001.5%MedicalUTHRUnited Therapeutics$2,668,410$889,470 â–²50.0%4,5001.5%MedicalNEKTAR THERAPEUTICS$2,230,4500.0%31,0001.3%COMCLDXCelldex Therapeutics$2,223,413$2,223,413 â–²New Holding70,0951.3%MedicalNVCRNovoCure$2,205,397$547,507 â–²33.0%202,3301.3%MedicalEQTEQT$2,203,1530.0%34,6191.3%EnergyPHATPhathom Pharmaceuticals$2,166,4500.0%195,0001.2%MedicalBCYCBicycle Therapeutics$2,151,099$4,171 â–²0.2%463,5991.2%MedicalCMPSCompass Pathways$2,073,750$2,073,750 â–²New Holding375,0001.2%MedicalPACBPacific Biosciences of California$1,980,000$1,320,000 â–²200.0%1,500,0001.1%MedicalCYTKCytokinetics$1,977,3000.0%30,0001.1%MedicalCORTCorcept Therapeutics$1,902,632$806,200 â–¼-29.8%47,2001.1%MedicalVERAVera Therapeutics$1,770,1200.0%44,0001.0%MedicalALKSAlkermes$1,768,0000.0%50,0001.0%MedicalENGENE HOLDINGS INC$1,702,500$1,702,500 â–²New Holding250,0001.0%COMQUREuniQure$1,646,396$1,142,996 â–²227.1%100,6970.9%MedicalZENAS BIOPHARMA INC$1,368,500$1,368,500 â–²New Holding70,0000.8%COMQUIDELORTHO CORP$1,356,264$164,300 â–²13.8%82,5480.8%COMFHTXFoghorn Therapeutics$1,346,6690.0%281,7300.8%MedicalRAREUltragenyx Pharmaceutical$1,298,9000.0%62,0000.7%MedicalXENEXenon Pharmaceuticals$1,221,1500.0%21,0000.7%MedicalKALVKalVista Pharmaceuticals$1,147,4100.0%57,0000.7%MedicalIMNMImmunome$1,093,500$1,749,600 â–¼-61.5%50,0000.6%MedicalFCXFreeport-McMoRan$1,060,392$353 â–¼0.0%18,0400.6%Basic MaterialsAXSMAxsome Therapeutics$1,014,120$10,310 â–¼-1.0%6,0000.6%MedicalBIIBBiogen$916,650$916,650 â–²New Holding5,0000.5%MedicalLPCNLipocine$893,170$893,170 â–²New Holding111,7860.5%MedicalTVTXTravere Therapeutics$867,532$409,998 â–¼-32.1%29,2000.5%MedicalHROWHarrow$846,240$352,600 â–¼-29.4%24,0000.5%MedicalPHVSPharvaris$843,1780.0%29,8470.5%MedicalVSTMVerastem$795,0000.0%150,0000.5%MedicalAPOGEE THERAPEUTICS INC$757,530$589,190 â–¼-43.8%9,0000.4%COMHALOHalozyme Therapeutics$652,7630.0%10,1000.4%MedicalBBIOBridgeBio Pharma$645,1710.0%8,6880.4%MedicalAPLSApellis Pharmaceuticals$563,2200.0%14,0000.3%MedicalIDYAIDEAYA Biosciences$561,775$561,775 â–²New Holding16,8600.3%MedicalRCUSArcus Biosciences$559,202$559,202 â–²New Holding25,8890.3%MedicalRGNXREGENXBIO$555,343$555,343 â–²New Holding66,2700.3%MedicalKPTIKaryopharm Therapeutics$467,613$467,613 â–²New Holding83,9520.3%MedicalRCKTRocket Pharmaceuticals$454,750$454,750 â–²New Holding127,0250.3%MedicalVRDNViridian Therapeutics$393,156$393,156 â–²New Holding20,1000.2%MedicalOMOutset Medical$379,707$119 â–¼0.0%98,8820.2%MedicalLUNGPulmonx$322,785$454 â–¼-0.1%250,2210.2%MedicalCSTLCastle Biosciences$316,695$1,662,035 â–¼-84.0%12,9000.2%MedicalTRINTrinity Capital$294,2000.0%20,0000.2%FinanceCADLCandel Therapeutics$294,0000.0%60,0000.2%MedicalVYGRVoyager Therapeutics$289,1830.0%74,9180.2%MedicalCGEMCullinan Therapeutics$284,2000.0%20,0000.2%MedicalKAYNE ANDERSON BDC INC$274,4000.0%20,0000.2%COM SHSGRACE THERAPEUTICS INC$231,500$231,500 â–²New Holding50,0000.1%COMELUTElutia$173,349$102,820 â–¼-37.2%165,0940.1%MedicalKYNTRA BIO INC$152,997$152,997 â–²New Holding22,5660.1%COM NEWQUOIN PHARMACEUTICALS LTD$132,000$132,000 â–²New Holding20,0000.1%SPONSORED ADSPHRPhreesia$119,834$807,832 â–¼-87.1%14,3000.1%MedicalZNTLZentalis Pharmaceuticals$40,957$1,177 â–²3.0%17,5030.0%MedicalDCGODocGo$24,895$6,502 â–¼-20.7%39,5730.0%MedicalGOSSGossamer Bio$5,971$39,421 â–¼-86.8%18,1760.0%MedicalFOLDAmicus Therapeutics$0$3,602,720 â–¼-100.0%00.0%MedicalMASIMasimo$0$1,076,897 â–¼-100.0%00.0%MedicalTXG10x Genomics$0$962,290 â–¼-100.0%00.0%MedicalVTYXVentyx Biosciences$0$910,468 â–¼-100.0%00.0%MedicalILMNIllumina$0$786,960 â–¼-100.0%00.0%MedicalBIOHAVEN LTD$0$670,231 â–¼-100.0%00.0%COMTMCITreace Medical Concepts$0$556,020 â–¼-100.0%00.0%MedicalRAPT THERAPEUTICS INC$0$508,050 â–¼-100.0%00.0%COM NEWATECAlphatec$0$379,940 â–¼-100.0%00.0%MedicalLQDALiquidia$0$344,900 â–¼-100.0%00.0%MedicalINHIBRX BIOSCIENCES INC$0$292,142 â–¼-100.0%00.0%COMALUMIS INC$0$97,600 â–¼-100.0%00.0%COMShowing largest 100 holdings. 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