Birchview Capital, LP
- SEC CIK
- 0001618205
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 8, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 54
- −1 vs. Q1 2023
- Portfolio value
- $133.4M
- +$5.69M (+4.5%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BMYBristol Myers Squibb Co | Stock | 728,585 | $46.6M | 34.9% | 00.0% | Unchanged | History |
| PRTAProthena Corp Public Ltd Co | SHS | 156,111 | $10.7M | 8.0% | +27,716+21.6% | Added | History |
| NBIXNeurocrine Biosciences Inc | Stock | 84,240 | $7.94M | 6.0% | 00.0% | Unchanged | History |
| BDSXBiodesix Inc | COM | 5,039,633 | $6.20M | 4.6% | 00.0% | Unchanged | History |
| ACADAcadia Pharmaceuticals Inc | COM | 249,400 | $5.97M | 4.5% | 00.0% | Unchanged | History |
| QDELQuidelOrtho Corp | COM | 65,203 | $5.40M | 4.0% | +3,897+6.4% | Added | History |
| ELUTElutia Inc. | CL A COM | 1,655,184 | $3.91M | 2.9% | 00.0% | Unchanged | History |
| IMGNImmunoGen, Inc. | COM | 190,000 | $3.59M | 2.7% | +40,000+26.7% | Added | History |
| UTHRUnited Therapeutics Corp | COM | 15,000 | $3.31M | 2.5% | 00.0% | Unchanged | History |
| OVVOvintiv Inc. | COM | 84,200 | $3.21M | 2.4% | 00.0% | Unchanged | History |
| HROWHarrow, Inc. | COM | 150,000 | $2.86M | 2.1% | −30,000−16.7% | Reduced | History |
| PHRPhreesia, Inc. | COM | 82,700 | $2.56M | 1.9% | 00.0% | Unchanged | History |
| MASIMasimo Corp | COM | 15,280 | $2.51M | 1.9% | 00.0% | Unchanged | History |
| FHTXFoghorn Therapeutics Inc. | COM | 264,843 | $1.86M | 1.4% | 00.0% | Unchanged | History |
| INBXInhibrx Biosciences, Inc. | COM | 70,448 | $1.83M | 1.4% | 00.0% | Unchanged | History |
| AXDXAccelerate Diagnostics, Inc | COM | 2,252,388 | $1.82M | 1.4% | 00.0% | Unchanged | History |
| ALKSAlkermes plc. | SHS | 50,000 | $1.56M | 1.2% | 00.0% | Unchanged | History |
| ATECAlphatec Holdings, Inc. | COM NEW | 80,000 | $1.44M | 1.1% | 00.0% | Unchanged | History |
| ETRNMidstream Co LLC | COM | 133,050 | $1.27M | 1.0% | 00.0% | Unchanged | History |
| CORTCorcept Therapeutics Inc | COM | 50,000 | $1.11M | 0.8% | 00.0% | Unchanged | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 12,000 | $1.09M | 0.8% | 00.0% | Unchanged | History |
| SLNOSoleno Therapeutics Inc | COM | 245,127 | $1.05M | 0.8% | 00.0% | Unchanged | History |
| PTGXProtagonist Therapeutics, Inc | COM | 38,000 | $1.05M | 0.8% | 00.0% | Unchanged | History |
| DCGODocGo Inc. | COM | 110,000 | $1.03M | 0.8% | 00.0% | Unchanged | History |
| ISEEIVERIC bio, Inc. | COM | 25,000 | $983.5K | 0.7% | 00.0% | Unchanged | History |
| STOKStoke Therapeutics, Inc. | COM | 85,000 | $903.5K | 0.7% | +70,000+466.7% | Added | History |
| VTYXVentyx Biosciences, Inc. | COM | 26,400 | $865.9K | 0.6% | 00.0% | Unchanged | History |
| BLUEbluebird bio, Inc. | COM | 249,200 | $819.9K | 0.6% | +50,000+25.1% | Added | History |
| CYTKCytokinetics Inc | COM NEW | 25,000 | $815.5K | 0.6% | 00.0% | Unchanged | History |
| PXDPioneer Natural Resources Co | COM | 3,800 | $787.3K | 0.6% | 00.0% | Unchanged | History |
| TXG10x Genomics, Inc. | CL A COM | 12,000 | $670.1K | 0.5% | +2,000+20.0% | Added | History |
| SILKSilk Road Medical Inc | COM | 20,000 | $649.8K | 0.5% | +10,000+100.0% | Added | History |
| TVTXTravere Therapeutics, Inc. | COM | 40,000 | $614.4K | 0.5% | +10,000+33.3% | Added | History |
| TSVT2seventy bio, Inc. | COMMON STOCK | 59,833 | $605.5K | 0.5% | 00.0% | Unchanged | History |
| KDNYChinook Therapeutics, Inc. | COM | 15,000 | $576.3K | 0.4% | 00.0% | Unchanged | History |
| KPTIKaryopharm Therapeutics Inc. | COM | 291,332 | $521.5K | 0.4% | 00.0% | Unchanged | History |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 30,000 | $422.4K | 0.3% | 00.0% | Unchanged | History |
| XENEXenon Pharmaceuticals Inc. | COM | 10,000 | $385.0K | 0.3% | 00.0% | Unchanged | History |
| ARVNArvinas, Inc. | COM | 15,000 | $372.3K | 0.3% | 00.0% | Unchanged | History |
| AXGNAxogen, Inc. | COM | 40,000 | $365.2K | 0.3% | +40,000 | New | History |
| HALOHalozyme Therapeutics, Inc. | COM | 10,000 | $360.7K | 0.3% | 00.0% | Unchanged | History |
| KALVKalVista Pharmaceuticals, Inc. | COM | 40,000 | $360.0K | 0.3% | 00.0% | Unchanged | History |
| PGNYProgyny, Inc. | COM | 9,000 | $354.1K | 0.3% | 00.0% | Unchanged | History |
| FOLDAmicus Therapeutics, Inc. | COM | 28,000 | $351.7K | 0.3% | 00.0% | Unchanged | History |
| XNCRXencor Inc | COM | 12,300 | $307.1K | 0.2% | 00.0% | Unchanged | History |
| SRPTSarepta Therapeutics, Inc. | COM | 2,500 | $286.3K | 0.2% | 00.0% | Unchanged | History |
| KROSKeros Therapeutics, Inc. | COM | 7,000 | $281.3K | 0.2% | 00.0% | Unchanged | History |
| CGEMCullinan Therapeutics, Inc. | COM | 25,114 | $270.2K | 0.2% | 00.0% | Unchanged | History |
| IFRXInflaRx N.V. | COM | 50,000 | $223.0K | 0.2% | −20,000−28.6% | Reduced | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 20,000 | $140.8K | 0.1% | 00.0% | Unchanged | History |
| GOSSGossamer Bio, Inc. | COM | 99,088 | $118.9K | 0.1% | 00.0% | Unchanged | History |
| GTHXG1 Therapeutics, Inc. | COM | 40,000 | $99.6K | 0.1% | 00.0% | Unchanged | History |
| YTENYIELD10 Bioscience, Inc. | COM | 18,750 | $41.6K | <0.1% | 00.0% | Unchanged | History |
| NKTRNektar Therapeutics | COM | 28,000 | $16.1K | <0.1% | −90,000−76.3% | Reduced | History |
Sold out since Q1 2023 (2)
Positions held at the end of Q1 2023 that are gone from this filing.