Birchview Capital, LP
- SEC CIK
- 0001618205
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/14。SEC
- 持股檔數
- 72
- 較 2026 年第 1 季 −1
- 總值
- $2.14 億
- 較 2026 年第 1 季 +$3,816.45 萬 (+21.7%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| KLACKLA CORP | COM NEW | 178,471 | $5,384.65 萬 | 25.18% | +158,588+797.6% | 加碼 | 查看 |
| BMYBRISTOL-MYERS SQUIBB CO COM | Stock | 297,243 | $1,712.71 萬 | 8.01% | −9,025−2.9% | 減碼 | 查看 |
| LRCXLAM RESEARCH CORP COM NEW | Stock | 35,000 | $1,516.66 萬 | 7.09% | −1,000−2.8% | 減碼 | 查看 |
| NTLAINTELLIA THERAPEUTICS INC | COM | 385,900 | $678.1 萬 | 3.17% | −59,500−13.4% | 減碼 | 查看 |
| SLDBSOLID BIOSCIENCES INC | COM NEW | 666,196 | $665.53 萬 | 3.11% | +40,216+6.4% | 加碼 | 查看 |
| BDSXBIODESIX INC | COM | 286,804 | $646.74 萬 | 3.02% | 00.0% | 不變 | 查看 |
| STOKSTOKE THERAPEUTICS INC | COM | 178,110 | $582.78 萬 | 2.73% | −31,890−15.2% | 減碼 | 查看 |
| OVVOVINTIV INC | COM | 107,500 | $565.99 萬 | 2.65% | 00.0% | 不變 | 查看 |
| NKTRNEKTAR THERAPEUTICS | COM NEW | 81,000 | $565.46 萬 | 2.64% | +50,000+161.3% | 加碼 | 查看 |
| CORTCORCEPT THERAPEUTICS INC | COM | 57,200 | $497.35 萬 | 2.33% | +10,000+21.2% | 加碼 | 查看 |
| NBIXNEUROCRINE BIOSCIENCES INC COM | Stock | 27,190 | $458.25 萬 | 2.14% | 00.0% | 不變 | 查看 |
| PRTAPROTHENA CORP PLC | SHS | 449,019 | $439.59 萬 | 2.06% | 00.0% | 不變 | 查看 |
| ACADACADIA PHARMACEUTICALS INC | COM | 171,000 | $432.63 萬 | 2.02% | 00.0% | 不變 | 查看 |
| PTGXPROTAGONIST THERAPEUTICS INC | COM | 35,018 | $429.25 萬 | 2.01% | +18+0.1% | 加碼 | 查看 |
| CMPXCOMPASS THERAPEUTICS INC | COM | 1,675,000 | $366.83 萬 | 1.72% | +209,133+14.3% | 加碼 | 查看 |
| RLMDRELMADA THERAPEUTICS INC | COM | 408,100 | $282.41 萬 | 1.32% | −1,287−0.3% | 減碼 | 查看 |
| ALKSALKERMES PLC | SHS | 50,000 | $261.98 萬 | 1.23% | 00.0% | 不變 | 查看 |
| HALOHALOZYME THERAPEUTICS INC | COM | 33,251 | $260.26 萬 | 1.22% | +23,151+229.2% | 加碼 | 查看 |
| CLDXCELLDEX THERAPEUTICS INC NEW | COM NEW | 69,900 | $260.1 萬 | 1.22% | −195−0.3% | 減碼 | 查看 |
| CYTKCYTOKINETICS INC | COM NEW | 30,000 | $255.57 萬 | 1.20% | 00.0% | 不變 | 查看 |
| OLMAOLEMA PHARMACEUTICALS INC | COM | 199,000 | $248.95 萬 | 1.16% | −20,000−9.1% | 減碼 | 查看 |
| VERAVERA THERAPEUTICS INC | CL A | 57,758 | $247.84 萬 | 1.16% | +13,758+31.3% | 加碼 | 查看 |
| UTHRUNITED THERAPEUTICS CORP DEL | COM | 4,506 | $244.15 萬 | 1.14% | +6+0.1% | 加碼 | 查看 |
| ZBIOZENAS BIOPHARMA INC | COM | 93,601 | $237.56 萬 | 1.11% | +23,601+33.7% | 加碼 | 查看 |
| QUREUNIQURE NV | SHS | 50,697 | $233.51 萬 | 1.09% | −50,000−49.7% | 減碼 | 查看 |
| PACBPACIFIC BIOSCIENCES CALIF IN | COM | 1,350,000 | $226.8 萬 | 1.06% | −150,000−10.0% | 減碼 | 查看 |
| ABVXABIVAX SA | SPONSORED ADS | 17,000 | $226.54 萬 | 1.06% | +17,000 | 新進 | 查看 |
| VIRVIR BIOTECHNOLOGY INC | COM | 220,000 | $224.18 萬 | 1.05% | +220,000 | 新進 | 查看 |
| BIIBBIOGEN INC | COM | 9,000 | $194.45 萬 | 0.91% | +4,000+80.0% | 加碼 | 查看 |
| EQTEQT CORP COM | Stock | 34,619 | $184.07 萬 | 0.86% | 00.0% | 不變 | 查看 |
| BIOABIOAGE LABS INC | COM | 69,000 | $169.12 萬 | 0.79% | +69,000 | 新進 | 查看 |
| TVTXTRAVERE THERAPEUTICS INC | COM | 29,000 | $164.75 萬 | 0.77% | −200−0.7% | 減碼 | 查看 |
| QDELQUIDEL CORP | COM | 89,377 | $156.54 萬 | 0.73% | +6,829+8.3% | 加碼 | 查看 |
| AXSMAXSOME THERAPEUTICS INC. | COM | 6,000 | $146.86 萬 | 0.69% | 00.0% | 不變 | 查看 |
| FHTXFOGHORN THERAPEUTICS INC | COM | 281,937 | $137.59 萬 | 0.64% | +207+0.1% | 加碼 | 查看 |
| BCYCBICYCLE THERAPEUTICS PLC | SPONSORED ADS | 313,616 | $132.97 萬 | 0.62% | −149,983−32.4% | 減碼 | 查看 |
| GPCRSTRUCTURE THERAPEUTICS INC | SPONSORED ADS | 24,000 | $128.81 萬 | 0.60% | −76,000−76.0% | 減碼 | 查看 |
| XENEXENON PHARMACEUTICALS INC | COM | 21,032 | $126.95 萬 | 0.59% | +32+0.2% | 加碼 | 查看 |
| NVONOVO-NORDISK A S ADR | ADR | 24,000 | $115.06 萬 | 0.54% | +24,000 | 新進 | 查看 |
| FCXFREEPORT MCMORAN INC CL B | Stock | 18,035 | $113.42 萬 | 0.53% | −50.0% | 減碼 | 查看 |
| IMNMIMMUNOME INC | COM | 50,000 | $105.95 萬 | 0.50% | 00.0% | 不變 | 查看 |
| PHVSPHARVARIS N V | COM | 29,847 | $103.21 萬 | 0.48% | 00.0% | 不變 | 查看 |
| HROWHARROW INC | COM | 24,000 | $101.93 萬 | 0.48% | 00.0% | 不變 | 查看 |
| ADAGADAGENE INC | ADS | 240,000 | $100.8 萬 | 0.47% | +240,000 | 新進 | 查看 |
| DFTXDEFINIUM THERAPEUTICS INC | COM SHS | 20,000 | $94.08 萬 | 0.44% | +20,000 | 新進 | 查看 |
| SLNSILENCE THERAPEUTICS PLC | ADS | 71,218 | $78.2 萬 | 0.37% | +71,218 | 新進 | 查看 |
| BBIOBRIDGEBIO PHARMA INC | COM | 8,741 | $65.1 萬 | 0.30% | +53+0.6% | 加碼 | 查看 |
| FDMT4D MOLECULAR THERAPEUTICS IN | COM | 48,505 | $64.51 萬 | 0.30% | +48,505 | 新進 | 查看 |
| URGNUROGEN PHARMA LTD | COM | 16,487 | $60.67 萬 | 0.28% | +16,487 | 新進 | 查看 |
| PHATPHATHOM PHARMACEUTICALS INC | COM | 55,000 | $59.68 萬 | 0.28% | −140,000−71.8% | 減碼 | 查看 |
| CAMPCAMP4 THERAPEUTICS CORP | COM | 120,000 | $52.44 萬 | 0.25% | +120,000 | 新進 | 查看 |
| SVRASAVARA INC | COM | 80,000 | $49.28 萬 | 0.23% | +80,000 | 新進 | 查看 |
| CADLCANDEL THERAPEUTICS INC | COM | 47,756 | $49.19 萬 | 0.23% | −12,244−20.4% | 減碼 | 查看 |
| ALTALTIMMUNE INC | COM NEW | 152,681 | $46.42 萬 | 0.22% | +152,681 | 新進 | 查看 |
| CMPSCOMPASS PATHWAYS PLC | SPONSORED ADS | 30,000 | $42.45 萬 | 0.20% | −345,000−92.0% | 減碼 | 查看 |
| KPTIKARYOPHARM THERAPEUTICS INC | COM | 42,952 | $41.96 萬 | 0.20% | −41,000−48.8% | 減碼 | 查看 |
| CGEMCULLINAN THERAPEUTICS INC | COM | 20,000 | $36.42 萬 | 0.17% | 00.0% | 不變 | 查看 |
| TRINTRINITY CAP INC | COM | 20,000 | $35.78 萬 | 0.17% | 00.0% | 不變 | 查看 |
| CAPRCAPRICOR THERAPEUTICS INC | COM NEW | 14,352 | $34.56 萬 | 0.16% | +14,352 | 新進 | 查看 |
| CSTLCASTLE BIOSCIENCES INC | COM | 12,984 | $30.97 萬 | 0.14% | +84+0.7% | 加碼 | 查看 |
| IVVDINVIVYD INC | COM | 342,275 | $29.86 萬 | 0.14% | +342,275 | 新進 | 查看 |
| GRCEACASTI PHARMA INC | CL A | 120,000 | $27.24 萬 | 0.13% | +70,000+140.0% | 加碼 | 查看 |
| KBDCKAYNE ANDERSON BDC INC | COM SHS | 20,000 | $27.06 萬 | 0.13% | 00.0% | 不變 | 查看 |
| VYGRVOYAGER THERAPEUTICS INC | COM | 75,147 | $26.3 萬 | 0.12% | +229+0.3% | 加碼 | 查看 |
| LUNGPULMONX CORP | COM | 200,543 | $26.07 萬 | 0.12% | −49,678−19.9% | 減碼 | 查看 |
| OCULOCULAR THERAPEUTIX INC | COM | 20,655 | $20.28 萬 | 0.09% | −299,345−93.5% | 減碼 | 查看 |
| KYNBKYNTRA BIO INC | COM NEW | 22,566 | $17.04 萬 | 0.08% | 00.0% | 不變 | 查看 |
| ELUTELUTIA INC | CL A COM | 165,094 | $16.17 萬 | 0.08% | 00.0% | 不變 | 查看 |
| QNRXQuoin Pharmaceuticals Ltd ADR | ADR | 20,000 | $9.68 萬 | 0.05% | 00.0% | 不變 | 查看 |
| LPCNLIPOCINE INC NEW | COM NEW | 16,712 | $4.28 萬 | 0.02% | −95,074−85.1% | 減碼 | 查看 |
| DCGODOCGO INC | COM | 39,062 | $2.02 萬 | 0.01% | −511−1.3% | 減碼 | 查看 |
| GOSSGOSSAMER BIO INC | COM | 18,176 | $2,992 | 0.00% | 00.0% | 不變 | 查看 |
2026 年第 1 季 之後清倉（15 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| NVCRNOVOCURE LTD | ORD SHS | 202,330 | $220.54 萬 | 1.26% |
| ENGNENGENE HOLDINGS INC | COM | 250,000 | $170.25 萬 | 0.97% |
| RAREULTRAGENYX PHARMACEUTICAL IN | COM | 62,000 | $129.89 萬 | 0.74% |
| KALVISTA PHARMACEUTICALS INC483497103 | COM | 57,000 | $114.74 萬 | 0.65% |
| VSTMVERASTEM INC | COM NEW | 150,000 | $79.5 萬 | 0.45% |
| APOGEE THERAPEUTICS INC03770N101 | COM | 9,000 | $75.75 萬 | 0.43% |
| APELLIS PHARMACEUTICALS INC03753U106 | COM | 14,000 | $56.32 萬 | 0.32% |
| IDYAIDEAYA BIOSCIENCES INC | COM | 16,860 | $56.18 萬 | 0.32% |
| RCUSARCUS BIOSCIENCES INC | COM | 25,889 | $55.92 萬 | 0.32% |
| RGNXREGENXBIO INC | COM | 66,270 | $55.53 萬 | 0.32% |
| RCKTROCKET PHARMACEUTICALS INC | COM | 127,025 | $45.48 萬 | 0.26% |
| VRDNVIRIDIAN THERAPEUTICS INC | COM | 20,100 | $39.32 萬 | 0.22% |
| OMOUTSET MED INC | COM | 98,882 | $37.97 萬 | 0.22% |
| PHRPHREESIA INC | COM | 14,300 | $11.98 萬 | 0.07% |
| ZNTLZENTALIS PHARMACEUTICALS INC | COM | 17,503 | $4.1 萬 | 0.02% |