Birchview Capital, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Birchview Capital, LP disclosed 73 US equity positions worth $175.7m in its Q1 2026 13F filing. The largest position was KLAC at 16.7% of the reported book, followed by BMY and CMPX.
What did Birchview Capital, LP own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | KLAC KLA CORPORATION | Technology | 16.7% | $29.3m | 19,883 | – | |
| 2 | BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 10.6% | $18.6m | 306,268 | – | |
| 3 | CMPX COMPASS THERAPEUTICS INC | 4.4% | $7.8m | 1,465,867 | – | ||
| 4 | LRCX LAM RESEARCH CORPORATION | Technology | 4.4% | $7.7m | 36,000 | – | |
| 5 | STOK STOKE THERAPEUTICS INC | Healthcare | 3.9% | $6.8m | 210,000 | – | |
| 6 | OVV OVINTIV INC | Energy | 3.6% | $6.4m | 107,500 | – | |
| 7 | NTLA INTELLIA THERAPEUTICS INC | Healthcare | 3.3% | $5.7m | 445,400 | – | |
| 8 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 2.7% | $4.8m | 100,000 | – | |
| 9 | SLDB SOLID BIOSCIENCES INC | Healthcare | 2.6% | $4.5m | 625,980 | – | |
| 10 | PRTA PROTHENA CORP PLC | Healthcare | 2.5% | $4.4m | 449,019 | – | |
| 11 | BDSX BIODESIX INC | 2.4% | $4.2m | 286,804 | – | ||
| 12 | ACAD ACADIA PHARMACEUTICALS INC | Healthcare | 2.2% | $3.8m | 171,000 | – | |
| 13 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 2.1% | $3.7m | 35,000 | – | |
| 14 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 2.0% | $3.6m | 27,190 | – | |
| 15 | OLMA OLEMA PHARMACEUTICALS INC | Healthcare | 1.9% | $3.3m | 219,000 | – | |
| 16 | RLMD RELMADA THERAPEUTICS INC | Healthcare | 1.6% | $2.8m | 409,387 | – | |
| 17 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 1.5% | $2.7m | 320,000 | – | |
| 18 | UTHR UNITED THERAPEUTICS CORP | Healthcare | 1.5% | $2.7m | 4,500 | – | |
| 19 | NKTR NEKTAR THERAPEUTICS | Healthcare | 1.3% | $2.2m | 31,000 | – | |
| 20 | CLDX CELLDEX THERAPEUTICS INC | Healthcare | 1.3% | $2.2m | 70,095 | – | |
| 21 | NVCR NOVOCURE LTD | Healthcare | 1.3% | $2.2m | 202,330 | – | |
| 22 | EQT EQT CORPORATION | Energy | 1.3% | $2.2m | 34,619 | – | |
| 23 | PHAT PHATHOM PHARMACEUTICALS INC | Healthcare | 1.2% | $2.2m | 195,000 | – | |
| 24 | BCYC BICYCLE THERAPEUTICS PLC | Healthcare | 1.2% | $2.2m | 463,599 | – | |
| 25 | CMPS COMPASS PATHWAYS LTD | Healthcare | 1.2% | $2.1m | 375,000 | – | |
| 26 | PACB PACIFIC BIOSCIENCES OF CALIFORNIA INC | Healthcare | 1.1% | $2.0m | 1,500,000 | – | |
| 27 | CYTK CYTOKINETICS INC | Healthcare | 1.1% | $2.0m | 30,000 | – | |
| 28 | CORT CORCEPT THERAPEUTICS INC | Healthcare | 1.1% | $1.9m | 47,200 | – | |
| 29 | VERA VERA THERAPEUTICS INC | Healthcare | 1.0% | $1.8m | 44,000 | – | |
| 30 | ALKS ALKERMES PLC | Healthcare | 1.0% | $1.8m | 50,000 | – | |
| 31 | ENGENE HOLDINGS INC | 1.0% | $1.7m | 250,000 | – | ||
| 32 | UNIQURE NV | 0.9% | $1.6m | 100,697 | – | ||
| 33 | ZBIO ZENAS BIOPHARMA INC | 0.8% | $1.4m | 70,000 | – | ||
| 34 | QDELUSD QUIDELORTHO CORP | 0.8% | $1.4m | 82,548 | – | ||
| 35 | FHTX FOGHORN THERAPEUTICS INC | Healthcare | 0.8% | $1.3m | 281,730 | – | |
| 36 | RARE ULTRAGENYX PHARMACEUTICAL INC | Healthcare | 0.7% | $1.3m | 62,000 | – | |
| 37 | XENE XENON PHARMACEUTICALS INC | Healthcare | 0.7% | $1.2m | 21,000 | – | |
| 38 | 4XC1 KALVISTA PHARMACEUTICALS INC | 0.7% | $1.1m | 57,000 | – | ||
| 39 | IMNM IMMUNOME INC | Healthcare | 0.6% | $1.1m | 50,000 | – | |
| 40 | FCX FREEPORT-MCMORAN CL-B | Basic Materials | 0.6% | $1.1m | 18,040 | – | |
| 41 | AXSM AXSOME THERAPEUTICS INC | Healthcare | 0.6% | $1.0m | 6,000 | – | |
| 42 | BIIB BIOGEN INC | Healthcare | 0.5% | $916.6k | 5,000 | – | |
| 43 | LPCN LIPOCINE INC | 0.5% | $893.2k | 111,786 | – | ||
| 44 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 0.5% | $867.5k | 29,200 | – | |
| 45 | HROW HARROW HEALTH INC | 0.5% | $846.2k | 24,000 | – | ||
| 46 | PHVS PHARVARIS N V | Healthcare | 0.5% | $843.2k | 29,847 | – | |
| 47 | VSTM VERASTEM INC | Healthcare | 0.5% | $795.0k | 150,000 | – | |
| 48 | APGE APOGEE THERAPEUTICS INC | Healthcare | 0.4% | $757.5k | 9,000 | – | |
| 49 | HALO HALOZYME THERAPEUTICS INC | Healthcare | 0.4% | $652.8k | 10,100 | – | |
| 50 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 0.4% | $645.2k | 8,688 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.