Birchview Capital, LP
- SEC CIK
- 0001618205
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed Jun 30, 2025. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 59
- +1 vs. Q4 2023
- Portfolio value
- $122.7M
- −$5.11M (−4.0%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BMYBristol Myers Squibb Co | Stock | 703,606 | $38.2M | 31.1% | +1,308+0.2% | Added | History |
| NBIXNeurocrine Biosciences Inc | Stock | 77,240 | $10.7M | 8.7% | 00.0% | Unchanged | History |
| BDSXBiodesix Inc | COM | 5,348,273 | $7.63M | 6.2% | 00.0% | Unchanged | History |
| ELUTElutia Inc. | CL A COM | 1,655,184 | $5.21M | 4.2% | 00.0% | Unchanged | History |
| ACADAcadia Pharmaceuticals Inc | COM | 250,400 | $4.63M | 3.8% | +10,000+4.2% | Added | History |
| OVVOvintiv Inc. | COM | 84,200 | $4.37M | 3.6% | 00.0% | Unchanged | History |
| PRTAProthena Corp Public Ltd Co | SHS | 169,574 | $4.20M | 3.4% | 00.0% | Unchanged | History |
| QDELQuidelOrtho Corp | COM | 65,203 | $3.13M | 2.5% | 00.0% | Unchanged | History |
| SILKSilk Road Medical Inc | COM | 158,094 | $2.90M | 2.4% | 00.0% | Unchanged | History |
| STOKStoke Therapeutics, Inc. | COM | 210,000 | $2.83M | 2.3% | 00.0% | Unchanged | History |
| PHRPhreesia, Inc. | COM | 114,700 | $2.74M | 2.2% | 00.0% | Unchanged | History |
| UTHRUnited Therapeutics Corp | COM | 11,000 | $2.53M | 2.1% | 00.0% | Unchanged | History |
| MASIMasimo Corp | COM | 15,280 | $2.24M | 1.8% | 00.0% | Unchanged | History |
| FHTXFoghorn Therapeutics Inc. | COM | 320,930 | $2.15M | 1.8% | 00.0% | Unchanged | History |
| HROWHarrow, Inc. | COM | 150,000 | $1.98M | 1.6% | 00.0% | Unchanged | History |
| DCGODocGo Inc. | COM | 460,000 | $1.86M | 1.5% | +310,000+206.7% | Added | History |
| INBXInhibrx Biosciences, Inc. | COM | 48,448 | $1.69M | 1.4% | 00.0% | Unchanged | History |
| ETRNMidstream Co LLC | COM | 133,050 | $1.66M | 1.4% | 00.0% | Unchanged | History |
| AXGNAxogen, Inc. | COM | 173,000 | $1.40M | 1.1% | 00.0% | Unchanged | History |
| PTGXProtagonist Therapeutics, Inc | COM | 48,000 | $1.39M | 1.1% | 00.0% | Unchanged | History |
| ALKSAlkermes plc. | SHS | 50,000 | $1.35M | 1.1% | 00.0% | Unchanged | History |
| CORTCorcept Therapeutics Inc | COM | 50,000 | $1.26M | 1.0% | 00.0% | Unchanged | History |
| ATECAlphatec Holdings, Inc. | COM NEW | 88,000 | $1.21M | 1.0% | 00.0% | Unchanged | History |
| TXG10x Genomics, Inc. | CL A COM | 30,000 | $1.13M | 0.9% | 00.0% | Unchanged | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 18,000 | $1.06M | 0.9% | 00.0% | Unchanged | History |
| PXDPioneer Natural Resources Co | COM | 3,800 | $997.5K | 0.8% | 00.0% | Unchanged | History |
| TVTXTravere Therapeutics, Inc. | COM | 122,000 | $940.6K | 0.8% | 00.0% | Unchanged | History |
| PGNYProgyny, Inc. | COM | 22,000 | $839.3K | 0.7% | 00.0% | Unchanged | History |
| KPTIKaryopharm Therapeutics Inc. | COM | 469,832 | $709.4K | 0.6% | 00.0% | Unchanged | History |
| CYTKCytokinetics Inc | COM NEW | 10,000 | $701.1K | 0.6% | −15,000−60.0% | Reduced | History |
| CHRSCoherus Oncology, Inc. | COM | 270,000 | $645.3K | 0.5% | +160,000+145.5% | Added | History |
| ARVNArvinas, Inc. | COM | 15,000 | $619.2K | 0.5% | 00.0% | Unchanged | History |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 30,000 | $591.9K | 0.5% | 00.0% | Unchanged | History |
| KALVKalVista Pharmaceuticals, Inc. | COM | 46,000 | $545.6K | 0.4% | +6,000+15.0% | Added | History |
| SWTXSpringWorks Therapeutics, Inc. | COM | 10,000 | $492.2K | 0.4% | 00.0% | Unchanged | History |
| KROSKeros Therapeutics, Inc. | COM | 7,000 | $463.4K | 0.4% | 00.0% | Unchanged | History |
| XENEXenon Pharmaceuticals Inc. | COM | 10,000 | $430.5K | 0.4% | 00.0% | Unchanged | History |
| CGEMCullinan Therapeutics, Inc. | COM | 25,114 | $427.9K | 0.3% | 00.0% | Unchanged | History |
| BLUEbluebird bio, Inc. | COM | 321,200 | $411.1K | 0.3% | 00.0% | Unchanged | History |
| HALOHalozyme Therapeutics, Inc. | COM | 10,000 | $406.8K | 0.3% | 00.0% | Unchanged | History |
| BHVNBiohaven Ltd. | COM | 7,365 | $402.8K | 0.3% | 00.0% | Unchanged | History |
| GTHXG1 Therapeutics, Inc. | COM | 80,000 | $345.6K | 0.3% | 00.0% | Unchanged | History |
| FOLDAmicus Therapeutics, Inc. | COM | 28,000 | $329.8K | 0.3% | 00.0% | Unchanged | History |
| SRPTSarepta Therapeutics, Inc. | COM | 2,500 | $323.6K | 0.3% | 00.0% | Unchanged | History |
| AXDXAccelerate Diagnostics, Inc | COM | 325,239 | $322.0K | 0.3% | +100,000+44.4% | Added | History |
| AXSMAxsome Therapeutics, Inc. | COM | 4,000 | $319.2K | 0.3% | +4,000 | New | History |
| CSTLCastle Biosciences Inc | COM | 14,000 | $310.1K | 0.3% | +4,000+40.0% | Added | History |
| XNCRXencor Inc | COM | 12,300 | $272.2K | 0.2% | 00.0% | Unchanged | History |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | 16,000 | $252.2K | 0.2% | 00.0% | Unchanged | History |
| WVEWave Life Sciences, Inc. | SHS | 40,000 | $246.8K | 0.2% | 00.0% | Unchanged | History |
| CABACabaletta Bio, Inc. | COM | 10,000 | $170.6K | 0.1% | 00.0% | Unchanged | History |
| GOSSGossamer Bio, Inc. | COM | 138,176 | $163.0K | 0.1% | 00.0% | Unchanged | History |
| VTYXVentyx Biosciences, Inc. | COM | 28,800 | $158.4K | 0.1% | 00.0% | Unchanged | History |
| LQDALiquidia Corp | COM NEW | 10,000 | $147.5K | 0.1% | −10,000−50.0% | Reduced | History |
| TSVT2seventy bio, Inc. | COMMON STOCK | 19,833 | $106.1K | 0.1% | 00.0% | Unchanged | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 20,000 | $101.6K | 0.1% | 00.0% | Unchanged | History |
| IFRXInflaRx N.V. | COM | 50,000 | $77.0K | 0.1% | 00.0% | Unchanged | History |
| CEROCero Therapeutics Holdings, Inc. | CLASS A COM | 12,972 | $39.8K | <0.1% | +12,972 | New | History |
| YTENYIELD10 Bioscience, Inc. | COM | 18,750 | $7.13K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2023 (1)
Positions held at the end of Q4 2023 that are gone from this filing.