Birchview Capital, LP
- SEC CIK
- 0001618205
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 13, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 63
- −4 vs. Q4 2021
- Portfolio value
- $138.9M
- −$16.2M (−10.4%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BMYBristol Myers Squibb Co | Stock | 754,106 | $55.1M | 39.6% | −12,000−1.6% | Reduced | History |
| NBIXNeurocrine Biosciences Inc | Stock | 89,240 | $8.37M | 6.0% | +400.0% | Added | History |
| ELUTElutia Inc. | CL A COM | 1,417,923 | $8.28M | 6.0% | 00.0% | Unchanged | History |
| QDELQuidelOrtho Corp | COM | 59,684 | $6.71M | 4.8% | 00.0% | Unchanged | History |
| ACADAcadia Pharmaceuticals Inc | COM | 199,400 | $4.83M | 3.5% | 00.0% | Unchanged | History |
| FHTXFoghorn Therapeutics Inc. | COM | 294,143 | $4.48M | 3.2% | −20,000−6.4% | Reduced | History |
| ALBOAlbireo Pharma, Inc. | COM | 113,000 | $3.37M | 2.4% | 00.0% | Unchanged | History |
| AXDXAccelerate Diagnostics, Inc | COM | 2,252,388 | $3.24M | 2.3% | 00.0% | Unchanged | History |
| UTHRUnited Therapeutics Corp | COM | 18,000 | $3.23M | 2.3% | 00.0% | Unchanged | History |
| CLRContinental Resources, Inc | COM | 38,600 | $2.37M | 1.7% | 00.0% | Unchanged | History |
| BIIBBiogen Inc. | COM | 10,100 | $2.13M | 1.5% | −2,500−19.8% | Reduced | History |
| BDSXBiodesix Inc | COM | 1,252,753 | $2.12M | 1.5% | 00.0% | Unchanged | History |
| KPTIKaryopharm Therapeutics Inc. | COM | 269,332 | $1.99M | 1.4% | +23,332+9.5% | Added | History |
| OVVOvintiv Inc. | COM | 34,200 | $1.85M | 1.3% | 00.0% | Unchanged | History |
| BHVNBiohaven Ltd. | COM | 14,000 | $1.66M | 1.2% | +2,000+16.7% | Added | History |
| PRTAProthena Corp Public Ltd Co | SHS | 41,978 | $1.53M | 1.1% | +1,731+4.3% | Added | History |
| MASIMasimo Corp | COM | 9,280 | $1.35M | 1.0% | +1,280+16.0% | Added | History |
| ALKSAlkermes plc. | SHS | 50,000 | $1.32M | 0.9% | 00.0% | Unchanged | History |
| HROWHarrow, Inc. | COM | 180,000 | $1.23M | 0.9% | 00.0% | Unchanged | History |
| CORTCorcept Therapeutics Inc | COM | 50,000 | $1.13M | 0.8% | 00.0% | Unchanged | History |
| INBXInhibrx Biosciences, Inc. | COM | 50,448 | $1.12M | 0.8% | +10,448+26.1% | Added | History |
| ETRNMidstream Co LLC | COM | 133,050 | $1.12M | 0.8% | 00.0% | Unchanged | History |
| GOSSGossamer Bio, Inc. | COM | 129,088 | $1.12M | 0.8% | +29,088+29.1% | Added | History |
| DCGODocGo Inc. | COM | 110,000 | $1.02M | 0.7% | +100,000+1,000.0% | Added | History |
| ARVNArvinas, Inc. | COM | 15,000 | $1.01M | 0.7% | 00.0% | Unchanged | History |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 300,000 | $987.0K | 0.7% | 00.0% | Unchanged | History |
| PXDPioneer Natural Resources Co | COM | 3,800 | $950.0K | 0.7% | 00.0% | Unchanged | History |
| CYTKCytokinetics Inc | COM NEW | 25,000 | $920.0K | 0.7% | 00.0% | Unchanged | History |
| IMGNImmunoGen, Inc. | COM | 190,000 | $904.0K | 0.7% | 00.0% | Unchanged | History |
| PTGXProtagonist Therapeutics, Inc | COM | 38,000 | $900.0K | 0.6% | 00.0% | Unchanged | History |
| SLNOSoleno Therapeutics Inc | COM | 3,676,899 | $820.0K | 0.6% | +2,800,000+319.3% | Added | History |
| AVEOAveo Pharmaceuticals, Inc. | COM NEW | 140,000 | $783.0K | 0.6% | 00.0% | Unchanged | History |
| CFRXCONTRAFECT Corp | COM | 200,000 | $730.0K | 0.5% | 00.0% | Unchanged | History |
| NARIInari Medical, Inc. | Stock | 8,000 | $725.0K | 0.5% | +1,000+14.3% | Added | History |
| NKTRNektar Therapeutics | COM | 128,000 | $690.0K | 0.5% | +28,000+28.0% | Added | History |
| IRTCiRhythm Holdings, Inc. | COM | 4,000 | $630.0K | 0.5% | 00.0% | Unchanged | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 12,000 | $610.0K | 0.4% | 00.0% | Unchanged | History |
| KALVKalVista Pharmaceuticals, Inc. | COM | 40,000 | $590.0K | 0.4% | 00.0% | Unchanged | History |
| TSVT2seventy bio, Inc. | COMMON STOCK | 34,333 | $586.0K | 0.4% | +6,334+22.6% | Added | History |
| VNDAVanda Pharmaceuticals Inc. | COM | 50,000 | $566.0K | 0.4% | −10,000−16.7% | Reduced | History |
| ChemoCentryx, Inc.16383L106 | COM | 20,000 | $501.0K | 0.4% | 00.0% | Unchanged | – |
| CGEMCullinan Therapeutics, Inc. | COM | 45,114 | $472.0K | 0.3% | 00.0% | Unchanged | History |
| SILKSilk Road Medical Inc | COM | 10,000 | $413.0K | 0.3% | +2,000+25.0% | Added | History |
| BLUEbluebird bio, Inc. | COM | 84,000 | $407.0K | 0.3% | 00.0% | Unchanged | History |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | 8,000 | $369.0K | 0.3% | 00.0% | Unchanged | History |
| FOLDAmicus Therapeutics, Inc. | COM | 38,000 | $360.0K | 0.3% | 00.0% | Unchanged | History |
| VTYXVentyx Biosciences, Inc. | COM | 25,000 | $339.0K | 0.2% | 00.0% | Unchanged | History |
| XNCRXencor Inc | COM | 12,300 | $328.0K | 0.2% | 00.0% | Unchanged | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 20,000 | $325.0K | 0.2% | 00.0% | Unchanged | History |
| STOKStoke Therapeutics, Inc. | COM | 15,000 | $316.0K | 0.2% | 00.0% | Unchanged | History |
| GTHXG1 Therapeutics, Inc. | COM | 40,000 | $304.0K | 0.2% | 00.0% | Unchanged | History |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 30,000 | $298.0K | 0.2% | 00.0% | Unchanged | History |
| PHRPhreesia, Inc. | COM | 10,000 | $264.0K | 0.2% | +10,000 | New | History |
| ISEEIVERIC bio, Inc. | COM | 15,000 | $252.0K | 0.2% | 00.0% | Unchanged | History |
| TPTXTurning Point Therapeutics, Inc. | COM | 8,000 | $215.0K | 0.2% | 00.0% | Unchanged | History |
| IFRXInflaRx N.V. | COM | 70,000 | $128.0K | 0.1% | 00.0% | Unchanged | History |
| ELTXElicio Therapeutics, Inc. | COM | 54,392 | $115.0K | 0.1% | 00.0% | Unchanged | History |
| AWHLAspira Women's Health Inc. | COM | 103,104 | $107.0K | 0.1% | 00.0% | Unchanged | History |
| LSFLaird Superfood, Inc. | COM STK | 28,000 | $101.0K | 0.1% | +10,000+55.6% | Added | History |
| YTENYIELD10 Bioscience, Inc. | COM | 18,750 | $99.0K | 0.1% | 00.0% | Unchanged | History |
| SIENProject Sage Oldco, Inc. | COM | 40,000 | $89.0K | 0.1% | 00.0% | Unchanged | History |
| CNCEConcert Pharmaceuticals, Inc. | COM | 20,000 | $67.0K | <0.1% | 00.0% | Unchanged | History |
| AKBAAkebia Therapeutics, Inc. | COM | 20,000 | $14.0K | <0.1% | −80,000−80.0% | Reduced | History |
Sold out since Q4 2021 (5)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| ARNAArena Pharmaceuticals Inc | COM NEW | 22,000 | $2.04M | 1.3% | History |
| PGNYProgyny, Inc. | COM | 15,000 | $755.0K | 0.5% | History |
| TGTXTG Therapeutics, Inc. | COM | 15,000 | $285.0K | 0.2% | History |
| PFEPfizer Inc | Stock | 4,000 | $236.0K | 0.2% | History |
| TXMDTherapeuticsMD, Inc. | COM | 50,000 | $18.0K | <0.1% | History |