Birchview Capital, LP
- SEC CIK
- 0001618205
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 12, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 55
- −2 vs. Q4 2022
- Portfolio value
- $127.7M
- −$13.8M (−9.8%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BMYBristol Myers Squibb Co | Stock | 728,585 | $50.5M | 39.5% | +800+0.1% | Added | History |
| BDSXBiodesix Inc | COM | 5,039,633 | $9.37M | 7.3% | 00.0% | Unchanged | History |
| NBIXNeurocrine Biosciences Inc | Stock | 84,240 | $8.53M | 6.7% | 00.0% | Unchanged | History |
| PRTAProthena Corp Public Ltd Co | SHS | 128,395 | $6.22M | 4.9% | +1,200+0.9% | Added | History |
| QDELQuidelOrtho Corp | COM | 61,306 | $5.46M | 4.3% | 00.0% | Unchanged | History |
| ACADAcadia Pharmaceuticals Inc | COM | 249,400 | $4.69M | 3.7% | 00.0% | Unchanged | History |
| HROWHarrow, Inc. | COM | 180,000 | $3.81M | 3.0% | 00.0% | Unchanged | History |
| UTHRUnited Therapeutics Corp | COM | 15,000 | $3.36M | 2.6% | 00.0% | Unchanged | History |
| OVVOvintiv Inc. | COM | 84,200 | $3.04M | 2.4% | 00.0% | Unchanged | History |
| MASIMasimo Corp | COM | 15,280 | $2.82M | 2.2% | 00.0% | Unchanged | History |
| PHRPhreesia, Inc. | COM | 82,700 | $2.67M | 2.1% | 00.0% | Unchanged | History |
| ELUTElutia Inc. | CL A COM | 1,655,184 | $2.50M | 2.0% | +140,000+9.2% | Added | History |
| FHTXFoghorn Therapeutics Inc. | COM | 264,843 | $1.64M | 1.3% | 00.0% | Unchanged | History |
| AXDXAccelerate Diagnostics, Inc | COM | 2,252,388 | $1.58M | 1.2% | 00.0% | Unchanged | History |
| ALKSAlkermes plc. | SHS | 50,000 | $1.41M | 1.1% | 00.0% | Unchanged | History |
| INBXInhibrx Biosciences, Inc. | COM | 70,448 | $1.33M | 1.0% | 00.0% | Unchanged | History |
| ATECAlphatec Holdings, Inc. | COM NEW | 80,000 | $1.25M | 1.0% | −10,000−11.1% | Reduced | History |
| KPTIKaryopharm Therapeutics Inc. | COM | 291,332 | $1.13M | 0.9% | 00.0% | Unchanged | History |
| CORTCorcept Therapeutics Inc | COM | 50,000 | $1.08M | 0.8% | 00.0% | Unchanged | History |
| DCGODocGo Inc. | COM | 110,000 | $952.0K | 0.7% | 00.0% | Unchanged | History |
| VTYXVentyx Biosciences, Inc. | COM | 26,400 | $884.0K | 0.7% | +4,400+20.0% | Added | History |
| CYTKCytokinetics Inc | COM NEW | 25,000 | $880.0K | 0.7% | 00.0% | Unchanged | History |
| PTGXProtagonist Therapeutics, Inc | COM | 38,000 | $874.0K | 0.7% | 00.0% | Unchanged | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 12,000 | $792.0K | 0.6% | 00.0% | Unchanged | History |
| PXDPioneer Natural Resources Co | COM | 3,800 | $776.0K | 0.6% | 00.0% | Unchanged | History |
| ETRNMidstream Co LLC | COM | 133,050 | $769.0K | 0.6% | 00.0% | Unchanged | History |
| TVTXTravere Therapeutics, Inc. | COM | 30,000 | $675.0K | 0.5% | +30,000 | New | History |
| BLUEbluebird bio, Inc. | COM | 199,200 | $633.0K | 0.5% | +101,200+103.3% | Added | History |
| TSVT2seventy bio, Inc. | COMMON STOCK | 59,833 | $610.0K | 0.5% | 00.0% | Unchanged | History |
| ISEEIVERIC bio, Inc. | COM | 25,000 | $608.0K | 0.5% | 00.0% | Unchanged | History |
| IMGNImmunoGen, Inc. | COM | 150,000 | $576.0K | 0.5% | 00.0% | Unchanged | History |
| TXG10x Genomics, Inc. | CL A COM | 10,000 | $558.0K | 0.4% | 00.0% | Unchanged | History |
| SLNOSoleno Therapeutics Inc | COM | 245,127 | $525.0K | 0.4% | 00.0% | Unchanged | History |
| ARVNArvinas, Inc. | COM | 15,000 | $410.0K | 0.3% | 00.0% | Unchanged | History |
| SILKSilk Road Medical Inc | COM | 10,000 | $391.0K | 0.3% | 00.0% | Unchanged | History |
| HALOHalozyme Therapeutics, Inc. | COM | 10,000 | $382.0K | 0.3% | 00.0% | Unchanged | History |
| XENEXenon Pharmaceuticals Inc. | COM | 10,000 | $358.0K | 0.3% | 00.0% | Unchanged | History |
| KDNYChinook Therapeutics, Inc. | COM | 15,000 | $347.0K | 0.3% | +15,000 | New | History |
| SRPTSarepta Therapeutics, Inc. | COM | 2,500 | $345.0K | 0.3% | 00.0% | Unchanged | History |
| XNCRXencor Inc | COM | 12,300 | $343.0K | 0.3% | 00.0% | Unchanged | History |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 30,000 | $323.0K | 0.3% | 00.0% | Unchanged | History |
| KALVKalVista Pharmaceuticals, Inc. | COM | 40,000 | $314.0K | 0.2% | 00.0% | Unchanged | History |
| FOLDAmicus Therapeutics, Inc. | COM | 28,000 | $311.0K | 0.2% | 00.0% | Unchanged | History |
| KROSKeros Therapeutics, Inc. | COM | 7,000 | $299.0K | 0.2% | 00.0% | Unchanged | History |
| PGNYProgyny, Inc. | COM | 9,000 | $289.0K | 0.2% | +9,000 | New | History |
| CGEMCullinan Therapeutics, Inc. | COM | 25,114 | $257.0K | 0.2% | 00.0% | Unchanged | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 20,000 | $167.0K | 0.1% | 00.0% | Unchanged | History |
| IFRXInflaRx N.V. | COM | 70,000 | $136.0K | 0.1% | 00.0% | Unchanged | History |
| GOSSGossamer Bio, Inc. | COM | 99,088 | $125.0K | 0.1% | 00.0% | Unchanged | History |
| STOKStoke Therapeutics, Inc. | COM | 15,000 | $125.0K | 0.1% | 00.0% | Unchanged | History |
| GTHXG1 Therapeutics, Inc. | COM | 40,000 | $107.0K | 0.1% | 00.0% | Unchanged | History |
| NKTRNektar Therapeutics | COM | 118,000 | $83.0K | 0.1% | 00.0% | Unchanged | History |
| YTENYIELD10 Bioscience, Inc. | COM | 18,750 | $52.0K | <0.1% | 00.0% | Unchanged | History |
| ELTXElicio Therapeutics, Inc. | COM | 54,392 | $32.0K | <0.1% | 00.0% | Unchanged | History |
| AWHLAspira Women's Health Inc. | COM | 60,070 | $22.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2022 (5)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| ALBOAlbireo Pharma, Inc. | COM | 117,000 | $2.53M | 1.8% | History |
| AVEOAveo Pharmaceuticals, Inc. | COM NEW | 100,000 | $1.50M | 1.1% | History |
| CNCEConcert Pharmaceuticals, Inc. | COM | 20,000 | $117.0K | 0.1% | History |
| BHVNBiohaven Ltd. | COM | 7,365 | $102.0K | 0.1% | History |
| SIENProject Sage Oldco, Inc. | COM | 40,000 | $8.00K | <0.1% | History |