Skip to main content
Livermore
Livermore
ZHEN

Birchview Capital, LP

SEC CIK
0001618205
Latest filing
Aug 14, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
68
0 vs. Q4 2024
Portfolio value
$115.2M
−$7.74M (−6.3%) vs. Q4 2024
Filed
May 15, 2025
SEC
Holdings of Birchview Capital, LP in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
BMYBristol Myers Squibb CoStock685,192$41.8M36.3%+100.0%AddedHistory
CORTCorcept Therapeutics IncCOM66,000$7.54M6.5%−8,000−10.8%ReducedHistory
ACADAcadia Pharmaceuticals IncCOM263,400$4.38M3.8%−75,000−22.2%ReducedHistory
PRTAProthena Corp Public Ltd CoSHS332,974$4.12M3.6%+28,400+9.3%AddedHistory
BDSXBiodesix IncCOM5,736,113$3.59M3.1%00.0%UnchangedHistory
NBIXNeurocrine Biosciences IncStock30,240$3.34M2.9%00.0%UnchangedHistory
ELUTElutia Inc.CL A COM1,187,735$3.00M2.6%−37,754−3.1%ReducedHistory
AXGNAxogen, Inc.COM161,000$2.98M2.6%−36,000−18.3%ReducedHistory
PHRPhreesia, Inc.COM114,700$2.93M2.5%00.0%UnchangedHistory
TVTXTravere Therapeutics, Inc.COM138,000$2.47M2.1%−10,000−6.8%ReducedHistory
QDELQuidelOrtho CorpCOM67,619$2.36M2.1%00.0%UnchangedHistory
PTGXProtagonist Therapeutics, IncCOM48,002$2.32M2.0%+20.0%AddedHistory
UTHRUnited Therapeutics CorpCOM7,500$2.31M2.0%−2,500−25.0%ReducedHistory
DCGODocGo Inc.COM864,062$2.28M2.0%+100,000+13.1%AddedHistory
OVVOvintiv Inc.COM52,200$2.23M1.9%00.0%UnchangedHistory
HROWHarrow, Inc.COM72,910$1.94M1.7%00.0%UnchangedHistory
MASIMasimo CorpCOM11,280$1.88M1.6%−4,000−26.2%ReducedHistory
EQTEQT CorpStock34,619$1.85M1.6%00.0%UnchangedHistory
CSTLCastle Biosciences IncCOM88,404$1.77M1.5%+10,404+13.3%AddedHistory
ALKSAlkermes plc.SHS50,000$1.65M1.4%00.0%UnchangedHistory
STOKStoke Therapeutics, Inc.COM210,005$1.40M1.2%+50.0%AddedHistory
TMCITreace Medical Concepts, Inc.COM164,947$1.38M1.2%+3,597+2.2%AddedHistory
FHTXFoghorn Therapeutics Inc.COM310,930$1.13M1.0%00.0%UnchangedHistory
QUREuniQure N.V.SHS88,697$940.2K0.8%+68,697+343.5%AddedHistory
KALVKalVista Pharmaceuticals, Inc.COM67,002$773.2K0.7%+20.0%AddedHistory
XENEXenon Pharmaceuticals Inc.COM21,000$704.5K0.6%+11,000+110.0%AddedHistory
AXSMAxsome Therapeutics, Inc.COM6,000$699.8K0.6%+2,000+50.0%AddedHistory
KNSAKiniksa Pharmaceuticals International, plcCOM CL A30,006$666.4K0.6%+60.0%AddedHistory
HALOHalozyme Therapeutics, Inc.COM10,000$638.1K0.6%00.0%UnchangedHistory
RAREUltragenyx Pharmaceutical Inc.COM16,000$579.4K0.5%00.0%UnchangedHistory
NVCRNovoCure LtdORD SHS31,000$552.4K0.5%00.0%UnchangedHistory
SRRKScholar Rock Holding CorpCOM16,000$514.4K0.4%+8,000+100.0%AddedHistory
KIDSOrthopediatrics CorpCOM20,000$492.6K0.4%+20,000NewHistory
SLDBSolid Biosciences Inc.COM NEW128,768$476.4K0.4%+128,768NewHistory
INBXInhibrx Biosciences, Inc.COM32,110$449.2K0.4%00.0%UnchangedHistory
TXG10x Genomics, Inc.CL A COM50,000$436.5K0.4%00.0%UnchangedHistory
CYTKCytokinetics IncCOM NEW10,000$401.9K0.3%00.0%UnchangedHistory
SWTXSpringWorks Therapeutics, Inc.COM8,280$365.4K0.3%−1,720−17.2%ReducedHistory
LUNGPulmonx CorpCOM51,000$343.2K0.3%00.0%UnchangedHistory
CADLCandel Therapeutics, Inc.COM60,000$339.0K0.3%00.0%UnchangedHistory
ATECAlphatec Holdings, Inc.COM NEW33,000$334.6K0.3%−25,000−43.1%ReducedHistory
WVEWave Life Sciences, Inc.SHS40,300$325.6K0.3%+300+0.8%AddedHistory
MLTXMoonLake ImmunotherapeuticsCLASS A ORD8,000$312.6K0.3%+4,000+100.0%AddedHistory
APLSApellis Pharmaceuticals, Inc.COM14,000$306.2K0.3%00.0%UnchangedHistory
BCRXBiocryst Pharmaceuticals IncCOM40,000$300.0K0.3%00.0%UnchangedHistory
APGEApogee Therapeutics, Inc.COM8,000$298.9K0.3%+8,000NewHistory
XNCRXencor IncCOM26,000$276.6K0.2%00.0%UnchangedHistory
OMOutset Medical, Inc.COM24,584$271.9K0.2%00.0%UnchangedConverted for a 1-for-15 splitHistory
BPMCBlueprint Medicines CorpCOM2,700$239.0K0.2%00.0%UnchangedHistory
FOLDAmicus Therapeutics, Inc.COM28,000$228.5K0.2%00.0%UnchangedHistory
AXDXAccelerate Diagnostics, IncCOM325,239$228.0K0.2%00.0%UnchangedHistory
ARVNArvinas, Inc.COM30,000$210.6K0.2%+15,000+100.0%AddedHistory
NPCENeuroPace IncCOM16,442$202.1K0.2%+6,442+64.4%AddedHistory
TELATELA Bio, Inc.COM155,000$189.1K0.2%+30,000+24.0%AddedHistory
KROSKeros Therapeutics, Inc.COM15,000$152.8K0.1%00.0%UnchangedHistory
GOSSGossamer Bio, Inc.COM138,176$152.0K0.1%00.0%UnchangedHistory
CGEMCullinan Therapeutics, Inc.COM20,000$151.4K0.1%00.0%UnchangedHistory
LQDALiquidia CorpCOM NEW10,013$147.7K0.1%+13+0.1%AddedHistory
Direxion Shs ETF Tr25459W102DLY TECH BULL 3X20,000$144.4K0.1%+2,000+11.1%Added–
ATRAAtara Biotherapeutics, Inc.COM NEW22,000$130.7K0.1%00.0%UnchangedHistory
ZBIOZenas BioPharma, Inc.COM16,500$130.3K0.1%00.0%UnchangedHistory
KPTIKaryopharm Therapeutics Inc.COM27,985$104.7K0.1%00.0%UnchangedConverted for a 1-for-15 splitHistory
TSVT2seventy bio, Inc.COMMON STOCK15,500$76.6K0.1%−333−2.1%ReducedHistory
ALMSAlumis Inc.COM10,000$61.4K0.1%00.0%UnchangedHistory
IFRXInflaRx N.V.COM50,000$51.0K<0.1%00.0%UnchangedHistory
CMPXCompass Therapeutics, Inc.COM24,000$45.6K<0.1%+24,000NewHistory
VTYXVentyx Biosciences, Inc.COM28,800$33.1K<0.1%00.0%UnchangedHistory
ZNTLZentalis Pharmaceuticals, Inc.COM17,000$27.0K<0.1%00.0%UnchangedHistory

Sold out since Q4 2024 (4)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Birchview Capital, LP sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
SRPTSarepta Therapeutics, Inc.COM3,500$425.6K0.3%History
BHVNBiohaven Ltd.COM7,365$275.1K0.2%History
CHRSCoherus Oncology, Inc.COM82,000$113.2K0.1%History
CEROCero Therapeutics Holdings, Inc.CLASS A COM12,972$778<0.1%History