Skip to main content
Livermore
Livermore
ZHEN

Birchview Capital, LP

SEC CIK
0001618205
Latest filing
Aug 14, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
69
−2 vs. Q2 2025
Portfolio value
$132.4M
+$31.8M (+31.5%) vs. Q2 2025
Filed
Nov 13, 2025
SEC
Holdings of Birchview Capital, LP in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
KLACKLA CorpCOM NEW21,883$23.6M17.8%+6,035+38.1%AddedHistory
BMYBristol Myers Squibb CoStock316,842$14.3M10.8%−6,516−2.0%ReducedHistory
CORTCorcept Therapeutics IncCOM67,200$5.58M4.2%00.0%UnchangedHistory
PRTAProthena Corp Public Ltd CoSHS549,019$5.36M4.0%+98,000+21.7%AddedHistory
STOKStoke Therapeutics, Inc.COM210,000$4.93M3.7%00.0%UnchangedHistory
QUREuniQure N.V.SHS78,728$4.60M3.5%−19,969−20.2%ReducedHistory
OVVOvintiv Inc.COM107,500$4.34M3.3%00.0%UnchangedHistory
NBIXNeurocrine Biosciences IncStock28,690$4.03M3.0%−2,250−7.3%ReducedHistory
ACADAcadia Pharmaceuticals IncCOM171,000$3.65M2.8%−16,800−8.9%ReducedHistory
PTGXProtagonist Therapeutics, IncCOM48,000$3.19M2.4%00.0%UnchangedHistory
CMPXCompass Therapeutics, Inc.COM872,938$3.06M2.3%+872,938NewHistory
PHRPhreesia, Inc.COM114,700$2.70M2.0%00.0%UnchangedHistory
CSTLCastle Biosciences IncCOM110,600$2.52M1.9%00.0%UnchangedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS78,000$2.18M1.6%+42,000+116.7%AddedHistory
BDSXBiodesix IncCOM286,804$2.17M1.6%00.0%UnchangedConverted for a 1-for-20 splitHistory
QDELQuidelOrtho CorpCOM72,548$2.14M1.6%00.0%UnchangedHistory
AXGNAxogen, Inc.COM119,078$2.12M1.6%−41,922−26.0%ReducedHistory
FOLDAmicus Therapeutics, Inc.COM253,000$1.99M1.5%+225,000+803.6%AddedHistory
HROWHarrow, Inc.COM40,000$1.93M1.5%−20,000−33.3%ReducedHistory
EQTEQT CorpStock34,619$1.88M1.4%00.0%UnchangedHistory
SLDBSolid Biosciences Inc.COM NEW296,955$1.83M1.4%+118,187+66.1%AddedHistory
OLMAOlema Pharmaceuticals, Inc.COM174,000$1.70M1.3%+40,000+29.9%AddedHistory
CYTKCytokinetics IncCOM NEW30,000$1.65M1.2%+20,000+200.0%AddedHistory
ALKSAlkermes plc.SHS50,000$1.50M1.1%00.0%UnchangedHistory
FHTXFoghorn Therapeutics Inc.COM281,730$1.38M1.0%−29,200−9.4%ReducedHistory
NVCRNovoCure LtdORD SHS102,100$1.32M1.0%+1,100+1.1%AddedHistory
UTHRUnited Therapeutics CorpCOM3,000$1.26M0.9%−1,250−29.4%ReducedHistory
IMNMImmunome Inc.COM105,000$1.23M0.9%+45,000+75.0%AddedHistory
MASIMasimo CorpCOM8,280$1.22M0.9%00.0%UnchangedHistory
BCYCBicycle Therapeutics PLCSPONSORED ADS154,000$1.19M0.9%+154,000NewHistory
TMCITreace Medical Concepts, Inc.COM176,947$1.19M0.9%00.0%UnchangedHistory
KNSAKiniksa Pharmaceuticals International, plcCOM CL A30,000$1.16M0.9%00.0%UnchangedHistory
OMOutset Medical, Inc.COM78,584$1.11M0.8%+44,000+127.2%AddedHistory
INBXInhibrx Biosciences, Inc.COM31,698$1.07M0.8%−412−1.3%ReducedHistory
DCGODocGo Inc.COM764,062$1.04M0.8%00.0%UnchangedHistory
NTLAIntellia Therapeutics, Inc.COM60,000$1.04M0.8%00.0%UnchangedHistory
TVTXTravere Therapeutics, Inc.COM43,060$1.03M0.8%−59,940−58.2%ReducedHistory
PHATPhathom Pharmaceuticals, Inc.COM85,000$1.00M0.8%+60,000+240.0%AddedHistory
SRRKScholar Rock Holding CorpCOM26,000$968.2K0.7%+10,000+62.5%AddedHistory
XENEXenon Pharmaceuticals Inc.COM21,000$843.1K0.6%00.0%UnchangedHistory
KALVKalVista Pharmaceuticals, Inc.COM67,000$816.1K0.6%00.0%UnchangedHistory
HALOHalozyme Therapeutics, Inc.COM10,100$740.7K0.6%+100+1.0%AddedHistory
AXSMAxsome Therapeutics, Inc.COM6,000$728.7K0.6%00.0%UnchangedHistory
FCXFreeport-McMoran IncStock18,044$707.7K0.5%+11+0.1%AddedHistory
RAREUltragenyx Pharmaceutical Inc.COM22,000$661.8K0.5%+4,000+22.2%AddedHistory
PACBPacific Biosciences of California, Inc.COM500,000$640.0K0.5%+100,000+25.0%AddedHistory
APGEApogee Therapeutics, Inc.COM16,000$635.7K0.5%00.0%UnchangedHistory
ELUTElutia Inc.CL A COM711,175$633.1K0.5%−447,884−38.6%ReducedHistory
VYGRVoyager Therapeutics, Inc.COM134,918$630.1K0.5%+134,918NewHistory
ATECAlphatec Holdings, Inc.COM NEW33,000$479.8K0.4%00.0%UnchangedHistory
BBIOBridgeBio Pharma, Inc.COM8,688$451.3K0.3%+3,688+73.8%AddedHistory
AVTXAvalo Therapeutics, Inc.COM NEW31,000$394.0K0.3%+31,000NewHistory
GHGuardant Health, Inc.COM6,000$374.9K0.3%+6,000NewHistory
PHVSPharvaris N.V.COM14,847$370.4K0.3%+14,847NewHistory
ZBIOZenas BioPharma, Inc.COM16,500$366.3K0.3%00.0%UnchangedHistory
GOSSGossamer Bio, Inc.COM138,176$363.4K0.3%00.0%UnchangedHistory
APLSApellis Pharmaceuticals, Inc.COM14,000$316.8K0.2%00.0%UnchangedHistory
VTYXVentyx Biosciences, Inc.COM98,827$307.4K0.2%+70,027+243.1%AddedHistory
CADLCandel Therapeutics, Inc.COM60,000$306.0K0.2%00.0%UnchangedHistory
KIDSOrthopediatrics CorpCOM16,000$296.5K0.2%−10,000−38.5%ReducedHistory
TELATELA Bio, Inc.COM155,000$230.9K0.2%00.0%UnchangedHistory
NKTRNektar TherapeuticsCOM NEW4,021$228.8K0.2%+4,021NewHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF1,498$208.5K0.2%+1,498New–
KPTIKaryopharm Therapeutics Inc.COM27,985$183.0K0.1%00.0%UnchangedHistory
APLTApplied Therapeutics, Inc.COM225,000$136.1K0.1%−55,000−19.6%ReducedHistory
CGEMCullinan Therapeutics, Inc.COM20,000$118.6K0.1%00.0%UnchangedHistory
IFRXInflaRx N.V.COM50,000$67.0K0.1%00.0%UnchangedHistory
ALMSAlumis Inc.COM10,000$39.9K<0.1%00.0%UnchangedHistory
ZNTLZentalis Pharmaceuticals, Inc.COM17,000$25.7K<0.1%00.0%UnchangedHistory

Sold out since Q2 2025 (10)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Birchview Capital, LP sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
XNCRXencor IncCOM70,000$550.2K0.5%History
MLTXMoonLake ImmunotherapeuticsCLASS A ORD8,000$377.6K0.4%History
BCRXBiocryst Pharmaceuticals IncCOM40,000$358.4K0.4%History
BPMCBlueprint Medicines CorpCOM2,700$346.1K0.3%History
COGTCogent Biosciences, Inc.COM40,000$287.2K0.3%History
WVEWave Life Sciences, Inc.SHS40,300$261.9K0.3%History
TXG10x Genomics, Inc.CL A COM22,000$254.8K0.3%History
NPCENeuroPace IncCOM16,442$183.2K0.2%History
APVOAptevo Therapeutics Inc.COM NEW10,000$30.5K<0.1%History
AXDXAccelerate Diagnostics, IncCOM325,239$2.08K<0.1%History