Birchview Capital, LP
CIK: 1618205
Holdings (72)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- KLAC
KLA CORPORATION
$53.85M
178,471 sh25.18%-10.2% - BMY
BRISTOL-MYERS SQUIBB CO
$17.13M
297,243 sh8.01%-3.0% - LRCX
LAM RESEARCH CORPORATION
$15.17M
35,000 sh7.09%-2.8% - NTLA
INTELLIA THERAPEUTICS INC
$6.78M
385,900 sh3.17%-13.4% - SLDB
SOLID BIOSCIENCES INC
$6.66M
666,196 sh3.11%+6.4% - BDSX
BIODESIX INC
$6.47M
286,804 sh3.02%+0.0% - STOK
STOKE THERAPEUTICS INC
$5.83M
178,110 sh2.73%-15.2% - OVV
OVINTIV INC
$5.66M
107,500 sh2.65%+0.0% - NKTR
NEKTAR THERAPEUTICS
$5.65M
81,000 sh2.64%+161.3% - CORT
CORCEPT THERAPEUTICS INC
$4.97M
57,200 sh2.33%+21.2% - NBIX
NEUROCRINE BIOSCIENCES INC
$4.58M
27,190 sh2.14%+0.0% - PRTA
PROTHENA CORP PLC
$4.4M
449,019 sh2.06%+0.0% - ACAD
ACADIA PHARMACEUTICALS INC
$4.33M
171,000 sh2.02%+0.0% - PTGX
PROTAGONIST THERAPEUTICS INC
$4.29M
35,018 sh2.01%+0.1% - CMPX
COMPASS THERAPEUTICS INC
$3.67M
1.68M sh1.72%+14.3% - RLMD
RELMADA THERAPEUTICS INC
$2.82M
408,100 sh1.32%-0.3% - ALKS
ALKERMES PLC
$2.62M
50,000 sh1.23%+0.0% - HALO
HALOZYME THERAPEUTICS INC
$2.6M
33,251 sh1.22%+229.2% - CLDX
CELLDEX THERAPEUTICS INC
$2.6M
69,900 sh1.22%-0.3% - CYTK
CYTOKINETICS INC
$2.56M
30,000 sh1.20%+0.0% - OLMA
OLEMA PHARMACEUTICALS INC
$2.49M
199,000 sh1.16%-9.1% - VERA
VERA THERAPEUTICS INC
$2.48M
57,758 sh1.16%+31.3% - UTHR
UNITED THERAPEUTICS CORP
$2.44M
4,506 sh1.14%+0.1% - ZBIO
ZENAS BIOPHARMA INC
$2.38M
93,601 sh1.11%+33.7% - QURE
UNIQURE NV
$2.34M
50,697 sh1.09%-49.6% - PACB
PACIFIC BIOSCIENCES OF CALIFORNIA INC
$2.27M
1.35M sh1.06%-10.0% - ABVX
ABIVAX SA
$2.27M
17,000 sh1.06%New - VIR
VIR BIOTECHNOLOGY INC
$2.24M
220,000 sh1.05%New - BIIB
BIOGEN INC
$1.94M
9,000 sh0.91%+80.0% - EQT
EQT CORPORATION
$1.84M
34,619 sh0.86%+0.0% - BIOA
BIOAGE LABS INC
$1.69M
69,000 sh0.79%New - TVTX
TRAVERE THERAPEUTICS INC
$1.65M
29,000 sh0.77%-0.7% - QDEL
QUIDELORTHO CORP
$1.57M
89,377 sh0.73%+8.3% - AXSM
AXSOME THERAPEUTICS INC
$1.47M
6,000 sh0.69%+0.0% - FHTX
FOGHORN THERAPEUTICS INC
$1.38M
281,937 sh0.64%+0.1% - BCYC
BICYCLE THERAPEUTICS PLC
$1.33M
313,616 sh0.62%-32.4% - GPCR
STRUCTURE THERAPEUTICS INC
$1.29M
24,000 sh0.60%-76.0% - XENE
XENON PHARMACEUTICALS INC
$1.27M
21,032 sh0.59%+0.1% - NVO
NOVO NORDISK A/S
$1.15M
24,000 sh0.54%New - FCX
FREEPORT-MCMORAN CL-B
$1.13M
18,035 sh0.53%-0.0% - IMNM
IMMUNOME INC
$1.06M
50,000 sh0.50%+0.0% - PHVS
PHARVARIS N V
$1.03M
29,847 sh0.48%+0.0% - HROW
HARROW HEALTH INC
$1.02M
24,000 sh0.48%+0.0% - ADAG
ADAGENE INC
$1.01M
240,000 sh0.47%New - DFTX
DEFINIUM THERAPEUTICS INC
$941K
20,000 sh0.44%New - SLN
SILENCE THERAPEUTICS PLC
$782K
71,218 sh0.37%New - BBIO
BRIDGEBIO PHARMA INC
$651K
8,741 sh0.30%+0.6% - FDMT
4D MOLECULAR THERAPEUTICS INC
$645K
48,505 sh0.30%New - URGN
UROGEN PHARMA LTD
$607K
16,487 sh0.28%New - PHAT
PHATHOM PHARMACEUTICALS INC
$597K
55,000 sh0.28%-71.8%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 KLAC KLA CORPORATION | 178,471 | $53.85M | -10.2% | 25.18% | Q2 2026 |
 BMY BRISTOL-MYERS SQUIBB CO | 297,243 | $17.13M | -3.0% | 8.01% | Q2 2026 |
 LRCX LAM RESEARCH CORPORATION | 35,000 | $15.17M | -2.8% | 7.09% | Q2 2026 |
 NTLA INTELLIA THERAPEUTICS INC | 385,900 | $6.78M | -13.4% | 3.17% | Q2 2026 |
 SLDB SOLID BIOSCIENCES INC | 666,196 | $6.66M | +6.4% | 3.11% | Q2 2026 |
 BDSX BIODESIX INC | 286,804 | $6.47M | +0.0% | 3.02% | Q2 2026 |
 STOK STOKE THERAPEUTICS INC | 178,110 | $5.83M | -15.2% | 2.73% | Q2 2026 |
 OVV OVINTIV INC | 107,500 | $5.66M | +0.0% | 2.65% | Q2 2026 |
 NKTR NEKTAR THERAPEUTICS | 81,000 | $5.65M | +161.3% | 2.64% | Q2 2026 |
 CORT CORCEPT THERAPEUTICS INC | 57,200 | $4.97M | +21.2% | 2.33% | Q2 2026 |
 NBIX NEUROCRINE BIOSCIENCES INC | 27,190 | $4.58M | +0.0% | 2.14% | Q2 2026 |
 PRTA PROTHENA CORP PLC | 449,019 | $4.4M | +0.0% | 2.06% | Q2 2026 |
 ACAD ACADIA PHARMACEUTICALS INC | 171,000 | $4.33M | +0.0% | 2.02% | Q2 2026 |
 PTGX PROTAGONIST THERAPEUTICS INC | 35,018 | $4.29M | +0.1% | 2.01% | Q2 2026 |
 CMPX COMPASS THERAPEUTICS INC | 1.68M | $3.67M | +14.3% | 1.72% | Q2 2026 |
 RLMD RELMADA THERAPEUTICS INC | 408,100 | $2.82M | -0.3% | 1.32% | Q2 2026 |
 ALKS ALKERMES PLC | 50,000 | $2.62M | +0.0% | 1.23% | Q2 2026 |
 HALO HALOZYME THERAPEUTICS INC | 33,251 | $2.6M | +229.2% | 1.22% | Q2 2026 |
 CLDX CELLDEX THERAPEUTICS INC | 69,900 | $2.6M | -0.3% | 1.22% | Q2 2026 |
 CYTK CYTOKINETICS INC | 30,000 | $2.56M | +0.0% | 1.20% | Q2 2026 |
 OLMA OLEMA PHARMACEUTICALS INC | 199,000 | $2.49M | -9.1% | 1.16% | Q2 2026 |
 VERA VERA THERAPEUTICS INC | 57,758 | $2.48M | +31.3% | 1.16% | Q2 2026 |
 UTHR UNITED THERAPEUTICS CORP | 4,506 | $2.44M | +0.1% | 1.14% | Q2 2026 |
 ZBIO ZENAS BIOPHARMA INC | 93,601 | $2.38M | +33.7% | 1.11% | Q2 2026 |
 QURE UNIQURE NV | 50,697 | $2.34M | -49.6% | 1.09% | Q2 2026 |
 PACB PACIFIC BIOSCIENCES OF CALIFORNIA INC | 1.35M | $2.27M | -10.0% | 1.06% | Q2 2026 |
 ABVX ABIVAX SA | 17,000 | $2.27M | New | 1.06% | Q2 2026 |
 VIR VIR BIOTECHNOLOGY INC | 220,000 | $2.24M | New | 1.05% | Q2 2026 |
 BIIB BIOGEN INC | 9,000 | $1.94M | +80.0% | 0.91% | Q2 2026 |
 EQT EQT CORPORATION | 34,619 | $1.84M | +0.0% | 0.86% | Q2 2026 |
 BIOA BIOAGE LABS INC | 69,000 | $1.69M | New | 0.79% | Q2 2026 |
 TVTX TRAVERE THERAPEUTICS INC | 29,000 | $1.65M | -0.7% | 0.77% | Q2 2026 |
 QDEL QUIDELORTHO CORP | 89,377 | $1.57M | +8.3% | 0.73% | Q2 2026 |
 AXSM AXSOME THERAPEUTICS INC | 6,000 | $1.47M | +0.0% | 0.69% | Q2 2026 |
 FHTX FOGHORN THERAPEUTICS INC | 281,937 | $1.38M | +0.1% | 0.64% | Q2 2026 |
 BCYC BICYCLE THERAPEUTICS PLC | 313,616 | $1.33M | -32.4% | 0.62% | Q2 2026 |
 GPCR STRUCTURE THERAPEUTICS INC | 24,000 | $1.29M | -76.0% | 0.60% | Q2 2026 |
 XENE XENON PHARMACEUTICALS INC | 21,032 | $1.27M | +0.1% | 0.59% | Q2 2026 |
 NVO NOVO NORDISK A/S | 24,000 | $1.15M | New | 0.54% | Q2 2026 |
 FCX FREEPORT-MCMORAN CL-B | 18,035 | $1.13M | -0.0% | 0.53% | Q2 2026 |
 IMNM IMMUNOME INC | 50,000 | $1.06M | +0.0% | 0.50% | Q2 2026 |
 PHVS PHARVARIS N V | 29,847 | $1.03M | +0.0% | 0.48% | Q2 2026 |
 HROW HARROW HEALTH INC | 24,000 | $1.02M | +0.0% | 0.48% | Q2 2026 |
 ADAG ADAGENE INC | 240,000 | $1.01M | New | 0.47% | Q2 2026 |
 DFTX DEFINIUM THERAPEUTICS INC | 20,000 | $941K | New | 0.44% | Q2 2026 |
 SLN SILENCE THERAPEUTICS PLC | 71,218 | $782K | New | 0.37% | Q2 2026 |
 BBIO BRIDGEBIO PHARMA INC | 8,741 | $651K | +0.6% | 0.30% | Q2 2026 |
 FDMT 4D MOLECULAR THERAPEUTICS INC | 48,505 | $645K | New | 0.30% | Q2 2026 |
 URGN UROGEN PHARMA LTD | 16,487 | $607K | New | 0.28% | Q2 2026 |
 PHAT PHATHOM PHARMACEUTICALS INC | 55,000 | $597K | -71.8% | 0.28% | Q2 2026 |
1-50 of 72 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Birchview Capital, LP
Birchview Capital, LP is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1618205). Signal8 holds 21 13F filings from it. Its SEC filings list Delaware as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 72 securities, not counting options, down from 73 in Q1 2026.
Its five largest reported positions, in order, are KLA CORPORATION (KLAC), BRISTOL-MYERS SQUIBB CO (BMY), LAM RESEARCH CORPORATION (LRCX), INTELLIA THERAPEUTICS INC (NTLA) and SOLID BIOSCIENCES INC (SLDB). The next five are BIODESIX INC (BDSX), STOKE THERAPEUTICS INC (STOK), OVINTIV INC (OVV), NEKTAR THERAPEUTICS (NKTR) and CORCEPT THERAPEUTICS INC (CORT).
Recent 13F filings by Birchview Capital, LP
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 72 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 73 securities.
- Q4 2025: 13F-HR filed Feb 13, 2026, listing 68 securities.
- Q3 2025: 13F-HR filed Nov 13, 2025, listing 69 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 71 securities.
- Q1 2025: 13F-HR filed May 15, 2025, listing 68 securities.