Birchview Capital, LP
- SEC CIK
- 0001618205
- 最新申報
- 2026/8/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/13 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 68
- 較 2025 年第 3 季 −1
- 總值
- $1.71 億
- 較 2025 年第 3 季 +$3,835 萬 (+29.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| KLACKLA Corp | COM NEW | 21,883 | $2,659 萬 | 15.6% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 302,842 | $1,634 萬 | 9.6% | −14,000−4.4% | 減碼 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 1,592,938 | $855.4 萬 | 5.0% | +720,000+82.5% | 加碼 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 260,000 | $825.2 萬 | 4.8% | +50,000+23.8% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 40,329 | $690.4 萬 | 4.0% | +40,329 | 新進 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 269,000 | $672.5 萬 | 3.9% | +95,000+54.6% | 加碼 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 90,000 | $626.0 萬 | 3.7% | +12,000+15.4% | 加碼 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 55,000 | $480.4 萬 | 2.8% | +7,000+14.6% | 加碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 171,000 | $456.7 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| OVVOvintiv Inc. | COM | 107,500 | $421.3 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 441,019 | $421.2 萬 | 2.5% | −108,000−19.7% | 減碼 | 歷史 |
| SLDBSolid Biosciences Inc. | COM NEW | 705,955 | $398.2 萬 | 2.3% | +409,000+137.7% | 加碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 27,190 | $385.6 萬 | 2.3% | −1,500−5.2% | 減碼 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 253,000 | $360.3 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 462,700 | $327.6 萬 | 1.9% | +308,700+200.5% | 加碼 | 歷史 |
| PHATPhathom Pharmaceuticals, Inc. | COM | 195,000 | $323.5 萬 | 1.9% | +110,000+129.4% | 加碼 | 歷史 |
| CSTLCastle Biosciences Inc | COM | 80,600 | $313.5 萬 | 1.8% | −30,000−27.1% | 減碼 | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 315,400 | $283.5 萬 | 1.7% | +255,400+425.7% | 加碼 | 歷史 |
| IMNMImmunome Inc. | COM | 130,000 | $279.2 萬 | 1.6% | +25,000+23.8% | 加碼 | 歷史 |
| CORTCorcept Therapeutics Inc | COM | 67,200 | $233.9 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 44,000 | $222.8 萬 | 1.3% | +44,000 | 新進 | 歷史 |
| QDELQuidelOrtho Corp | COM | 72,548 | $207.2 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| NVCRNovoCure Ltd | ORD SHS | 152,100 | $196.7 萬 | 1.2% | +50,000+49.0% | 加碼 | 歷史 |
| BDSXBiodesix Inc | COM | 286,804 | $195.0 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 30,000 | $190.6 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| PHRPhreesia, Inc. | COM | 110,700 | $187.3 萬 | 1.1% | −4,000−3.5% | 減碼 | 歷史 |
| EQTEQT Corp | Stock | 34,619 | $185.6 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| HROWHarrow, Inc. | COM | 34,000 | $166.6 萬 | 1.0% | −6,000−15.0% | 減碼 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 43,000 | $164.3 萬 | 1.0% | −60−0.1% | 減碼 | 歷史 |
| FHTXFoghorn Therapeutics Inc. | COM | 281,730 | $152.1 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 3,000 | $146.2 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 62,000 | $142.6 萬 | 0.8% | +40,000+181.8% | 加碼 | 歷史 |
| ALKSAlkermes plc. | SHS | 50,000 | $139.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| NKTRNektar Therapeutics | COM NEW | 31,000 | $131.1 萬 | 0.8% | +26,979+671.0% | 加碼 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 16,000 | $120.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| VSTMVerastem, Inc. | COM NEW | 150,000 | $115.8 萬 | 0.7% | +150,000 | 新進 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 6,061 | $110.7 萬 | 0.6% | +61+1.0% | 加碼 | 歷史 |
| MASIMasimo Corp | COM | 8,280 | $107.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 59,000 | $96.2 萬 | 0.6% | +59,000 | 新進 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 21,000 | $94.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 500,000 | $93.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 57,000 | $92.1 萬 | 0.5% | −10,000−14.9% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 18,046 | $91.7 萬 | 0.5% | +20.0% | 加碼 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 100,827 | $91.0 萬 | 0.5% | +2,000+2.0% | 加碼 | 歷史 |
| PHVSPharvaris N.V. | COM | 29,847 | $82.8 萬 | 0.5% | +15,000+101.0% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 6,000 | $78.7 萬 | 0.5% | +6,000 | 新進 | 歷史 |
| QUREuniQure N.V. | SHS | 30,789 | $73.7 萬 | 0.4% | −47,939−60.9% | 減碼 | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 10,100 | $68.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BHVNBiohaven Ltd. | COM | 59,365 | $67.0 萬 | 0.4% | +59,365 | 新進 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 8,688 | $66.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TMCITreace Medical Concepts, Inc. | COM | 226,947 | $55.6 萬 | 0.3% | +50,000+28.3% | 加碼 | 歷史 |
| LUNGPulmonx Corp | COM | 250,573 | $55.4 萬 | 0.3% | +250,573 | 新進 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM NEW | 15,000 | $50.8 萬 | 0.3% | +15,000 | 新進 | 歷史 |
| GOSSGossamer Bio, Inc. | COM | 138,176 | $42.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ATECAlphatec Holdings, Inc. | COM NEW | 18,058 | $38.0 萬 | 0.2% | −14,942−45.3% | 減碼 | 歷史 |
| OMOutset Medical, Inc. | COM | 98,913 | $36.7 萬 | 0.2% | +20,329+25.9% | 加碼 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 14,000 | $35.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LQDALiquidia Corp | COM NEW | 10,000 | $34.5 萬 | 0.2% | +10,000 | 新進 | 歷史 |
| CADLCandel Therapeutics, Inc. | COM | 60,000 | $33.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VYGRVoyager Therapeutics, Inc. | COM | 74,918 | $29.4 萬 | 0.2% | −60,000−44.5% | 減碼 | 歷史 |
| TRINTrinity Capital Inc. | COM | 20,000 | $29.3 萬 | 0.2% | +20,000 | 新進 | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 3,698 | $29.2 萬 | 0.2% | −28,000−88.3% | 減碼 | 歷史 |
| KBDCKayne Anderson BDC, Inc. | COM SHS | 20,000 | $28.6 萬 | 0.2% | +20,000 | 新進 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 20,000 | $20.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ELUTElutia Inc. | CL A COM | 263,018 | $18.2 萬 | 0.1% | −448,157−63.0% | 減碼 | 歷史 |
| ALMSAlumis Inc. | COM | 10,000 | $9.76 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DCGODocGo Inc. | COM | 49,908 | $4.38 萬 | <0.1% | −714,154−93.5% | 減碼 | 歷史 |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | 17,000 | $2.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（12 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AXGNAxogen, Inc. | COM | 119,078 | $212.4 萬 | 1.6% | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 30,000 | $116.5 萬 | 0.9% | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 26,000 | $96.8 萬 | 0.7% | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 31,000 | $39.4 萬 | 0.3% | 歷史 |
| GHGuardant Health, Inc. | COM | 6,000 | $37.5 萬 | 0.3% | 歷史 |
| ZBIOZenas BioPharma, Inc. | COM | 16,500 | $36.6 萬 | 0.3% | 歷史 |
| KIDSOrthopediatrics Corp | COM | 16,000 | $29.6 萬 | 0.2% | 歷史 |
| TELATELA Bio, Inc. | COM | 155,000 | $23.1 萬 | 0.2% | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,498 | $20.8 萬 | 0.2% | – |
| KPTIKaryopharm Therapeutics Inc. | COM | 27,985 | $18.3 萬 | 0.1% | 歷史 |
| APLTApplied Therapeutics, Inc. | COM | 225,000 | $13.6 萬 | 0.1% | 歷史 |
| IFRXInflaRx N.V. | COM | 50,000 | $6.70 萬 | 0.1% | 歷史 |