Birchview Capital, Lp Top Holdings and 13F Report (2026) About Birchview Capital, LpInvestment ActivityBirchview Capital, Lp has $213.83 million in total holdings as of June 30, 2026.Birchview Capital, Lp owns shares of 73 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 33.06% of the portfolio was purchased this quarter.About 123.28% of the portfolio was sold this quarter.This quarter, Birchview Capital, Lp has purchased 74 new stocks and bought additional shares in 18 stocks.Birchview Capital, Lp sold shares of 22 stocks and completely divested from 15 stocks this quarter.Largest Holdings KLA $53,846,485Bristol Myers Squibb $17,127,142LAM RESEARCH CORPORATION $15,166,550Solid Biosciences $6,655,298Intellia Therapeutics $6,520,968 Largest New Holdings this Quarter 00370M103 - ABIVAX SA $2,265,420 Holding92764N102 - Vir Biotechnology $2,241,800 Holding09077V100 - BIOAGE LABS INC $1,691,190 Holding670100205 - Novo Nordisk A/S $1,150,560 Holding005329107 - Adagene $1,008,000 Holding Largest Purchases this Quarter KLA 158,588 shares (about $47.85M)NEKTAR THERAPEUTICS 50,000 shares (about $3.49M)ABIVAX SA 17,000 shares (about $2.27M)Vir Biotechnology 220,000 shares (about $2.24M)Halozyme Therapeutics 23,151 shares (about $1.81M) Largest Sales this Quarter Intellia Therapeutics 444,900 shares (about $231.35M)Compass Pathways 345,000 shares (about $4.88M)Structure Therapeutics 76,000 shares (about $4.08M)Ocular Therapeutix 299,345 shares (about $2.94M)uniQure 50,000 shares (about $2.30M) 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$53,846,485$47,847,585 â–²797.6%178,47125.2%TechnologyBMYBristol Myers Squibb$17,127,142$520,021 â–¼-2.9%297,2438.0%HealthcareLAM RESEARCH CORPORATION$15,166,550$433,330 â–¼-2.8%35,0007.1%COM NEWSLDBSolid Biosciences$6,655,298$401,758 â–²6.4%666,1963.1%HealthcareNTLAIntellia Therapeutics$6,520,968$1,015,200 â–¼-13.5%385,4003.0%HealthcareBDSXBiodesix$6,467,4290.0%286,8043.0%HealthcareSTOKStoke Therapeutics$5,827,759$1,043,441 â–¼-15.2%178,1102.7%HealthcareOVVOvintiv$5,659,8750.0%107,5002.6%EnergyNEKTAR THERAPEUTICS$5,654,610$3,490,500 â–²161.3%81,0002.6%COMCORTCorcept Therapeutics$4,973,540$869,500 â–²21.2%57,2002.3%HealthcareNBIXNeurocrine Biosciences$4,582,4670.0%27,1902.1%HealthcarePRTAProthena$4,395,8960.0%449,0192.1%HealthcareACADACADIA Pharmaceuticals$4,326,3000.0%171,0002.0%HealthcarePTGXProtagonist Therapeutics$4,292,506$2,206 â–²0.1%35,0182.0%HealthcareCMPXCompass Therapeutics$3,668,250$458,001 â–²14.3%1,675,0001.7%HealthcareRLMDRelmada Therapeutics$2,824,052$8,906 â–¼-0.3%408,1001.3%HealthcareALKSAlkermes$2,619,7500.0%50,0001.2%HealthcareHALOHalozyme Therapeutics$2,602,556$1,812,029 â–²229.2%33,2511.2%HealthcareCLDXCelldex Therapeutics$2,600,979$7,256 â–¼-0.3%69,9001.2%HealthcareCYTKCytokinetics$2,555,7000.0%30,0001.2%HealthcareOLMAOlema Pharmaceuticals$2,489,490$250,200 â–¼-9.1%199,0001.2%HealthcareVERAVera Therapeutics$2,478,396$590,356 â–²31.3%57,7581.2%HealthcareUTHRUnited Therapeutics$2,441,486$3,251 â–²0.1%4,5061.1%HealthcareZENAS BIOPHARMA INC$2,375,593$598,993 â–²33.7%93,6011.1%COMQUREuniQure$2,335,104$2,303,000 â–¼-49.7%50,6971.1%HealthcarePACBPacific Biosciences of California$2,268,000$252,000 â–¼-10.0%1,350,0001.1%HealthcareABIVAX SA$2,265,420$2,265,420 â–²New Holding17,0001.1%SPONSORED ADSVIRVir Biotechnology$2,241,800$2,241,800 â–²New Holding220,0001.0%HealthcareBIIBBiogen$1,944,540$864,240 â–²80.0%9,0000.9%HealthcareEQTEQT$1,840,6920.0%34,6190.9%EnergyBIOAGE LABS INC$1,691,190$1,691,190 â–²New Holding69,0000.8%COMTVTXTravere Therapeutics$1,647,490$11,362 â–¼-0.7%29,0000.8%HealthcareQUIDELORTHO CORP$1,565,438$119,610 â–²8.3%89,3770.7%COMAXSMAxsome Therapeutics$1,468,6200.0%6,0000.7%HealthcareFHTXFoghorn Therapeutics$1,375,853$1,010 â–²0.1%281,9370.6%HealthcareBCYCBicycle Therapeutics$1,329,732$635,928 â–¼-32.4%313,6160.6%HealthcareGPCRStructure Therapeutics$1,288,080$4,078,920 â–¼-76.0%24,0000.6%HealthcareXENEXenon Pharmaceuticals$1,269,492$1,932 â–²0.2%21,0320.6%HealthcareNVONovo Nordisk A/S$1,150,560$1,150,560 â–²New Holding24,0000.5%HealthcareFCXFreeport-McMoRan$1,134,198$314 â–¼0.0%18,0350.5%MaterialsIMNMImmunome$1,059,5000.0%50,0000.5%HealthcarePHVSPharvaris$1,032,1090.0%29,8470.5%HealthcareHROWHarrow$1,019,2800.0%24,0000.5%HealthcareADAGAdagene$1,008,000$1,008,000 â–²New Holding240,0000.5%HealthcareDEFINIUM THERAPEUTICS INC$940,800$940,800 â–²New Holding20,0000.4%COM SHSSLNSilence Therapeutics$781,974$781,974 â–²New Holding71,2180.4%HealthcareBBIOBridgeBio Pharma$651,030$3,947 â–²0.6%8,7410.3%HealthcareFDMT4D Molecular Therapeutics$645,117$645,117 â–²New Holding48,5050.3%HealthcareURGNUrogen Pharma$606,722$606,722 â–²New Holding16,4870.3%HealthcarePHATPhathom Pharmaceuticals$596,750$1,519,000 â–¼-71.8%55,0000.3%HealthcareCAMP4 THERAPEUTICS CORP$524,400$524,400 â–²New Holding120,0000.2%COMSVRASavara$492,800$492,800 â–²New Holding80,0000.2%HealthcareCADLCandel Therapeutics$491,887$126,113 â–¼-20.4%47,7560.2%HealthcareALTAltimmune$464,150$464,150 â–²New Holding152,6810.2%HealthcareCMPSCompass Pathways$424,500$4,881,750 â–¼-92.0%30,0000.2%HealthcareKPTIKaryopharm Therapeutics$419,641$400,570 â–¼-48.8%42,9520.2%HealthcareCGEMCullinan Therapeutics$364,2000.0%20,0000.2%HealthcareTRINTrinity Capital$357,8000.0%20,0000.2%FinanceCAPRCapricor Therapeutics$345,596$345,596 â–²New Holding14,3520.2%HealthcareCSTLCastle Biosciences$309,668$2,003 â–²0.7%12,9840.1%HealthcareIVVDInvivyd$298,601$298,601 â–²New Holding342,2750.1%HealthcareGRACE THERAPEUTICS INC$272,400$158,900 â–²140.0%120,0000.1%COMKAYNE ANDERSON BDC INC$270,6000.0%20,0000.1%COM SHSVYGRVoyager Therapeutics$263,015$802 â–²0.3%75,1470.1%HealthcareLUNGPulmonx$260,706$64,581 â–¼-19.9%200,5430.1%HealthcareNTLAIntellia Therapeutics$260,000$231,348,000 â–¼-99.9%5000.1%HealthcareOCULOcular Therapeutix$202,832$2,939,566 â–¼-93.5%20,6550.1%HealthcareKYNTRA BIO INC$170,3730.0%22,5660.1%COM NEWELUTElutia$161,7260.0%165,0940.1%HealthcareQUOIN PHARMACEUTICALS LTD$96,8000.0%20,0000.0%SPONSORED ADSLPCNLipocine$42,783$243,391 â–¼-85.1%16,7120.0%HealthcareDCGODocGo$20,160$264 â–¼-1.3%39,0620.0%HealthcareGOSSGossamer Bio$2,9920.0%18,1760.0%HealthcareNVCRNovoCure$0$2,205,397 â–¼-100.0%00.0%HealthcareENGENE HOLDINGS INC$0$1,702,500 â–¼-100.0%00.0%COMRAREUltragenyx Pharmaceutical$0$1,298,900 â–¼-100.0%00.0%HealthcareKALVKalVista Pharmaceuticals$0$1,147,410 â–¼-100.0%00.0%HealthcareVSTMVerastem$0$795,000 â–¼-100.0%00.0%HealthcareAPOGEE THERAPEUTICS INC$0$757,530 â–¼-100.0%00.0%COMAPLSApellis Pharmaceuticals$0$563,220 â–¼-100.0%00.0%HealthcareIDYAIDEAYA Biosciences$0$561,775 â–¼-100.0%00.0%HealthcareRCUSArcus Biosciences$0$559,202 â–¼-100.0%00.0%HealthcareRGNXREGENXBIO$0$555,343 â–¼-100.0%00.0%HealthcareRCKTRocket Pharmaceuticals$0$454,750 â–¼-100.0%00.0%HealthcareVRDNViridian Therapeutics$0$393,156 â–¼-100.0%00.0%HealthcareOMOutset Medical$0$379,707 â–¼-100.0%00.0%HealthcarePHRPhreesia$0$119,834 â–¼-100.0%00.0%HealthcareZNTLZentalis Pharmaceuticals$0$40,957 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
