Birchview Capital, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Birchview Capital, LP disclosed 72 US equity positions worth $213.8m in its Q2 2026 13F filing. The largest position was KLAC at 25.2% of the reported book, followed by BMY and LRCX. Against the Q1 2026 filing, it opened 9 new positions, added to 11 and reduced 11 among the top 50 holdings.
What did Birchview Capital, LP own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | KLAC KLA CORPORATION | Technology | 25.2% | $53.8m | 178,471 | 798% | added |
| 2 | BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 8.0% | $17.1m | 297,243 | -3% | reduced |
| 3 | LRCX LAM RESEARCH CORPORATION | Technology | 7.1% | $15.2m | 35,000 | -3% | reduced |
| 4 | NTLA INTELLIA THERAPEUTICS INC | Healthcare | 3.2% | $6.8m | 385,900 | -13% | reduced |
| 5 | SLDB SOLID BIOSCIENCES INC | Healthcare | 3.1% | $6.7m | 666,196 | 6% | added |
| 6 | BDSX BIODESIX INC | 3.0% | $6.5m | 286,804 | 0% | held | |
| 7 | STOK STOKE THERAPEUTICS INC | Healthcare | 2.7% | $5.8m | 178,110 | -15% | reduced |
| 8 | OVV OVINTIV INC | Energy | 2.6% | $5.7m | 107,500 | 0% | held |
| 9 | NKTR NEKTAR THERAPEUTICS | Healthcare | 2.6% | $5.7m | 81,000 | 161% | added |
| 10 | CORT CORCEPT THERAPEUTICS INC | Healthcare | 2.3% | $5.0m | 57,200 | 21% | added |
| 11 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 2.1% | $4.6m | 27,190 | 0% | held |
| 12 | PRTA PROTHENA CORP PLC | Healthcare | 2.1% | $4.4m | 449,019 | 0% | held |
| 13 | ACAD ACADIA PHARMACEUTICALS INC | Healthcare | 2.0% | $4.3m | 171,000 | 0% | held |
| 14 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 2.0% | $4.3m | 35,018 | 0% | held |
| 15 | CMPX COMPASS THERAPEUTICS INC | 1.7% | $3.7m | 1,675,000 | 14% | added | |
| 16 | RLMD RELMADA THERAPEUTICS INC | Healthcare | 1.3% | $2.8m | 408,100 | -0% | held |
| 17 | ALKS ALKERMES PLC | Healthcare | 1.2% | $2.6m | 50,000 | 0% | held |
| 18 | HALO HALOZYME THERAPEUTICS INC | Healthcare | 1.2% | $2.6m | 33,251 | 229% | added |
| 19 | CLDX CELLDEX THERAPEUTICS INC | Healthcare | 1.2% | $2.6m | 69,900 | -0% | held |
| 20 | CYTK CYTOKINETICS INC | Healthcare | 1.2% | $2.6m | 30,000 | 0% | held |
| 21 | OLMA OLEMA PHARMACEUTICALS INC | Healthcare | 1.2% | $2.5m | 199,000 | -9% | reduced |
| 22 | VERA VERA THERAPEUTICS INC | Healthcare | 1.2% | $2.5m | 57,758 | 31% | added |
| 23 | UTHR UNITED THERAPEUTICS CORP | Healthcare | 1.1% | $2.4m | 4,506 | 0% | held |
| 24 | ZBIO ZENAS BIOPHARMA INC | 1.1% | $2.4m | 93,601 | 34% | added | |
| 25 | UNIQURE NV | 1.1% | $2.3m | 50,697 | -50% | reduced | |
| 26 | PACB PACIFIC BIOSCIENCES OF CALIFORNIA INC | Healthcare | 1.1% | $2.3m | 1,350,000 | -10% | reduced |
| 27 | ABVX ABIVAX SA | Healthcare | 1.1% | $2.3m | 17,000 | – | new |
| 28 | VIR VIR BIOTECHNOLOGY INC | Healthcare | 1.0% | $2.2m | 220,000 | – | new |
| 29 | BIIB BIOGEN INC | Healthcare | 0.9% | $1.9m | 9,000 | 80% | added |
| 30 | EQT EQT CORPORATION | Energy | 0.9% | $1.8m | 34,619 | 0% | held |
| 31 | BIOA BIOAGE LABS INC | 0.8% | $1.7m | 69,000 | – | new | |
| 32 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 0.8% | $1.6m | 29,000 | -1% | reduced |
| 33 | QDELUSD QUIDELORTHO CORP | 0.7% | $1.6m | 89,377 | 8% | added | |
| 34 | AXSM AXSOME THERAPEUTICS INC | Healthcare | 0.7% | $1.5m | 6,000 | 0% | held |
| 35 | FHTX FOGHORN THERAPEUTICS INC | Healthcare | 0.6% | $1.4m | 281,937 | 0% | held |
| 36 | BCYC BICYCLE THERAPEUTICS PLC | Healthcare | 0.6% | $1.3m | 313,616 | -32% | reduced |
| 37 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 0.6% | $1.3m | 24,000 | -76% | reduced |
| 38 | XENE XENON PHARMACEUTICALS INC | Healthcare | 0.6% | $1.3m | 21,032 | 0% | held |
| 39 | NVO NOVO NORDISK A/S | Healthcare | 0.5% | $1.2m | 24,000 | – | new |
| 40 | FCX FREEPORT-MCMORAN CL-B | Basic Materials | 0.5% | $1.1m | 18,035 | -0% | held |
| 41 | IMNM IMMUNOME INC | Healthcare | 0.5% | $1.1m | 50,000 | 0% | held |
| 42 | PHVS PHARVARIS N V | Healthcare | 0.5% | $1.0m | 29,847 | 0% | held |
| 43 | HROW HARROW HEALTH INC | 0.5% | $1.0m | 24,000 | 0% | held | |
| 44 | ADAG ADAGENE INC | 0.5% | $1.0m | 240,000 | – | new | |
| 45 | DFTX DEFINIUM THERAPEUTICS INC | Healthcare | 0.4% | $940.8k | 20,000 | – | new |
| 46 | SLN SILENCE THERAPEUTICS PLC | 0.4% | $782.0k | 71,218 | – | new | |
| 47 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 0.3% | $651.0k | 8,741 | 1% | added |
| 48 | FDMT 4D MOLECULAR THERAPEUTICS INC | Healthcare | 0.3% | $645.1k | 48,505 | – | new |
| 49 | URGN UROGEN PHARMA LTD | Healthcare | 0.3% | $606.7k | 16,487 | – | new |
| 50 | PHAT PHATHOM PHARMACEUTICALS INC | Healthcare | 0.3% | $596.8k | 55,000 | -72% | reduced |
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.