Investor
Birchview Capital, LP
CIK 0001618205 · filed 2026-05-15 · SEC filing
13F book
$175.7M
Positions
73
17 new · 12 sold
Largest name
16.7%
Kla Corp · KLAC
Est. mark
$7.88M
Price effect on 56 names still held. Flow −$3.01M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Kla Corp | KLAC | 19.9K | $29.3M | 16.7% | $5.12M | Cut$2.69M |
| Bristol-Myers Squibb Co | — | 306.3K | $18.6M | 10.6% | $2.03M | Added$2.24M |
| Compass Therapeutics, Inc. | CMPX | 1.47M | $7.75M | 4.4% | −$117.3K | Cut−$799.6K |
| Lam Research Corp | LRCX | 36K | $7.69M | 4.4% | $1.53M | Cut$788.2K |
| Stoke Therapeutics, Inc. | STOK | 210K | $6.84M | 3.9% | $172.2K | Cut−$1.41M |
| Ovintiv Inc. | OVV | 107.5K | $6.38M | 3.6% | $2.17M | Held |
| Intellia Therapeutics, Inc. | NTLA | 445.4K | $5.71M | 3.3% | $1.21M | Added$2.87M |
| Structure Therapeutics Inc. | GPCR | 100K | $4.82M | 2.7% | −$1.92M | Added−$1.44M |
| Solid Biosciences Inc. | SLDB | 626K | $4.51M | 2.6% | $976.5K | Cut$525.5K |
| Prothena Corp Plc | — | 449K | $4.36M | 2.5% | $75K | Added$152.7K |
| Biodesix Inc | BDSX | 286.8K | $4.16M | 2.4% | $2.21M | Held |
| Acadia Pharmaceuticals Inc | ACAD | 171K | $3.81M | 2.2% | −$760.9K | Held |
| Protagonist Therapeutics, Inc | PTGX | 35K | $3.69M | 2.1% | $632.1K | Cut−$1.11M |
| Neurocrine Biosciences Inc | NBIX | 27.2K | $3.58M | 2.0% | −$274.3K | Held |
| Olema Pharmaceuticals, Inc. | OLMA | 219K | $3.27M | 1.9% | −$2.21M | Cut−$3.46M |
| Relmada Therapeutics, Inc. | RLMD | 409.4K | $2.85M | 1.6% | — | New |
| Ocular Therapeutix, Inc | OCUL | 320K | $2.71M | 1.5% | — | New |
| United Therapeutics Corp Del | — | 4.5K | $2.67M | 1.5% | $317.2K | Added$1.21M |
| Nektar Therapeutics | NKTR | 31K | $2.23M | 1.3% | $919.8K | Held |
| Celldex Therapeutics Inc New | — | 70.1K | $2.22M | 1.3% | — | New |
| Novocure Ltd | NVCR | 202.3K | $2.21M | 1.3% | −$308.8K | Added$238.7K |
| Eqt Corp | EQT | 34.6K | $2.2M | 1.3% | $347.6K | Held |
| Phathom Pharmaceuticals, Inc. | PHAT | 195K | $2.17M | 1.2% | −$1.07M | Held |
| Bicycle Therapeutics Plc | BCYC | 463.6K | $2.15M | 1.2% | −$1.13M | Added−$1.12M |
| Compass Pathways Plc | CMPS | 375K | $2.07M | 1.2% | — | New |
| Pacific Biosciences Calif In | — | 1.5M | $1.98M | 1.1% | −$275K | Added$1.04M |
| Cytokinetics Inc | CYTK | 30K | $1.98M | 1.1% | $71.1K | Held |
| Corcept Therapeutics Inc | CORT | 47.2K | $1.9M | 1.1% | $260.1K | Cut−$435.9K |
| Vera Therapeutics, Inc. | VERA | 44K | $1.77M | 1.0% | −$458K | Held |
| Alkermes plc. | ALKS | 50K | $1.77M | 1.0% | $369K | Held |
| Engene Holdings Inc | — | 250K | $1.7M | 1.0% | — | New |
| Uniqure Nv | — | 100.7K | $1.65M | 0.9% | −$233.4K | Added$909.6K |
| Zenas BioPharma, Inc. | ZBIO | 70K | $1.37M | 0.8% | — | New |
| Quidel Corp | — | 82.5K | $1.36M | 0.8% | −$880K | Added−$715.7K |
| Foghorn Therapeutics Inc. | FHTX | 281.7K | $1.35M | 0.8% | −$174.7K | Held |
| Ultragenyx Pharmaceutical In | — | 62K | $1.3M | 0.7% | −$127.1K | Held |
| Xenon Pharmaceuticals Inc. | XENE | 21K | $1.22M | 0.7% | $279.9K | Held |
| Kalvista Pharmaceuticals Inc | — | 57K | $1.15M | 0.7% | $226.9K | Held |
| Immunome Inc. | IMNM | 50K | $1.09M | 0.6% | $19.5K | Cut−$1.7M |
| Freeport-Mcmoran Inc | FCX | 18K | $1.06M | 0.6% | $144.1K | Cut$143.8K |
| Axsome Therapeutics, Inc. | AXSM | 6K | $1.01M | 0.6% | −$81.7K | Cut−$92.9K |
| Biogen Inc. | BIIB | 5K | $916.6K | 0.5% | — | New |
| Lipocine Inc New | — | 111.8K | $893.2K | 0.5% | — | New |
| Travere Therapeutics, Inc. | TVTX | 29.2K | $867.5K | 0.5% | −$248.2K | Cut−$775.5K |
| Harrow, Inc. | HROW | 24K | $846.2K | 0.5% | −$329.8K | Cut−$819.8K |
| Pharvaris N.V. | PHVS | 29.8K | $843.2K | 0.5% | $14.9K | Held |
| Verastem, Inc. | VSTM | 150K | $795K | 0.5% | −$363K | Held |
| Apogee Therapeutics, Inc. | APGE | 9K | $757.5K | 0.4% | $78.2K | Cut−$450.1K |
| Halozyme Therapeutics, Inc. | HALO | 10.1K | $652.8K | 0.4% | −$27K | Held |
| BridgeBio Pharma, Inc. | BBIO | 8.69K | $645.2K | 0.4% | −$19.4K | Held |
| Apellis Pharmaceuticals Inc | — | 14K | $563.2K | 0.3% | $211.5K | Held |
| IDEAYA Biosciences, Inc. | IDYA | 16.9K | $561.8K | 0.3% | — | New |
| Arcus Biosciences, Inc. | RCUS | 25.9K | $559.2K | 0.3% | — | New |
| REGENXBIO Inc. | RGNX | 66.3K | $555.3K | 0.3% | — | New |
| Karyopharm Therapeutics Inc. | KPTI | 84K | $467.6K | 0.3% | — | New |
| Rocket Pharmaceuticals Inc | — | 127K | $454.8K | 0.3% | — | New |
| Viridian Therapeutics Inc | — | 20.1K | $393.2K | 0.2% | — | New |
| Ouster Inc A | — | 98.9K | $379.7K | 0.2% | $12.9K | Cut$12.7K |
| Pulmonx Corp | LUNG | 250.2K | $322.8K | 0.2% | −$230.2K | Cut−$231K |
| Castle Biosciences Inc | CSTL | 12.9K | $316.7K | 0.2% | −$185.1K | Cut−$2.82M |
| Trinity Cap Inc | — | 20K | $294.2K | 0.2% | $1.2K | Held |
| Candel Therapeutics, Inc. | CADL | 60K | $294K | 0.2% | −$45K | Held |
| Voyager Therapeutics, Inc. | VYGR | 74.9K | $289.2K | 0.2% | −$5.24K | Held |
| Cullinan Therapeutics, Inc. | CGEM | 20K | $284.2K | 0.2% | $77.2K | Held |
| Kayne Anderson BDC, Inc. | KBDC | 20K | $274.4K | 0.2% | −$12K | Held |
| Grace Therapeutics, Inc. | GRCE | 50K | $231.5K | 0.1% | — | New |
| Elutia Inc. | ELUT | 165.1K | $173.3K | 0.1% | $59K | Cut−$8.84K |
| Fibrogen Inc | KYNB | 22.6K | $153K | 0.1% | — | New |
| Quoin Pharmaceuticals, Ltd. | QNRX | 20K | $132K | 0.1% | — | New |
| Phreesia, Inc. | PHR | 14.3K | $119.8K | 0.1% | −$122.1K | Cut−$1.75M |
| Zentalis Pharmaceuticals, Inc. | ZNTL | 17.5K | $41K | 0.0% | $16.8K | Added$18K |
| DocGo Inc. | DCGO | 39.6K | $24.9K | 0.0% | −$9.84K | Cut−$18.9K |
| Gossamer Bio, Inc. | GOSS | 18.2K | $5.97K | 0.0% | −$50.4K | Cut−$422.4K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.