Birchview Capital, LP
- SEC CIK
- 0001618205
- 最新申報
- 2026/8/14
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/15 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 73
- 較 2025 年第 4 季 +5
- 總值
- $1.76 億
- 較 2025 年第 4 季 +$486.5 萬 (+2.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| KLACKLA Corp | COM NEW | 19,883 | $2,928 萬 | 16.7% | −2,000−9.1% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 306,268 | $1,858 萬 | 10.6% | +3,426+1.1% | 加碼 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 1,465,867 | $775.4 萬 | 4.4% | −127,071−8.0% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 36,000 | $769.2 萬 | 4.4% | −4,329−10.7% | 減碼 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 210,000 | $683.8 萬 | 3.9% | −50,000−19.2% | 減碼 | 歷史 |
| OVVOvintiv Inc. | COM | 107,500 | $638.1 萬 | 3.6% | 00.0% | 不變 | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 445,400 | $571.0 萬 | 3.3% | +130,000+41.2% | 加碼 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 100,000 | $482.0 萬 | 2.7% | +10,000+11.1% | 加碼 | 歷史 |
| SLDBSolid Biosciences Inc. | COM NEW | 625,980 | $450.7 萬 | 2.6% | −79,975−11.3% | 減碼 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 449,019 | $436.4 萬 | 2.5% | +8,000+1.8% | 加碼 | 歷史 |
| BDSXBiodesix Inc | COM | 286,804 | $415.9 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 171,000 | $380.6 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 35,000 | $368.9 萬 | 2.1% | −20,000−36.4% | 減碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 27,190 | $358.2 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 219,000 | $326.5 萬 | 1.9% | −50,000−18.6% | 減碼 | 歷史 |
| RLMDRelmada Therapeutics, Inc. | COM | 409,387 | $284.9 萬 | 1.6% | +409,387 | 新進 | 歷史 |
| OCULOcular Therapeutix, Inc | COM | 320,000 | $271.0 萬 | 1.5% | +320,000 | 新進 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 4,500 | $266.8 萬 | 1.5% | +1,500+50.0% | 加碼 | 歷史 |
| NKTRNektar Therapeutics | COM NEW | 31,000 | $223.0 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 70,095 | $222.3 萬 | 1.3% | +70,095 | 新進 | 歷史 |
| NVCRNovoCure Ltd | ORD SHS | 202,330 | $220.5 萬 | 1.3% | +50,230+33.0% | 加碼 | 歷史 |
| EQTEQT Corp | Stock | 34,619 | $220.3 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| PHATPhathom Pharmaceuticals, Inc. | COM | 195,000 | $216.6 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 463,599 | $215.1 萬 | 1.2% | +899+0.2% | 加碼 | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 375,000 | $207.4 萬 | 1.2% | +375,000 | 新進 | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 1,500,000 | $198.0 萬 | 1.1% | +1,000,000+200.0% | 加碼 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 30,000 | $197.7 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| CORTCorcept Therapeutics Inc | COM | 47,200 | $190.3 萬 | 1.1% | −20,000−29.8% | 減碼 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 44,000 | $177.0 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| ALKSAlkermes plc. | SHS | 50,000 | $176.8 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| ENGNenGene Therapeutics Inc. | COM | 250,000 | $170.3 萬 | 1.0% | +250,000 | 新進 | 歷史 |
| QUREuniQure N.V. | SHS | 100,697 | $164.6 萬 | 0.9% | +69,908+227.1% | 加碼 | 歷史 |
| ZBIOZenas BioPharma, Inc. | COM | 70,000 | $136.8 萬 | 0.8% | +70,000 | 新進 | 歷史 |
| QDELQuidelOrtho Corp | COM | 82,548 | $135.6 萬 | 0.8% | +10,000+13.8% | 加碼 | 歷史 |
| FHTXFoghorn Therapeutics Inc. | COM | 281,730 | $134.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 62,000 | $129.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 21,000 | $122.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 57,000 | $114.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| IMNMImmunome Inc. | COM | 50,000 | $109.3 萬 | 0.6% | −80,000−61.5% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 18,040 | $106.0 萬 | 0.6% | −60.0% | 減碼 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 6,000 | $101.4 萬 | 0.6% | −61−1.0% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 5,000 | $91.7 萬 | 0.5% | +5,000 | 新進 | 歷史 |
| LPCNLipocine Inc. | COM NEW | 111,786 | $89.3 萬 | 0.5% | +111,786 | 新進 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 29,200 | $86.8 萬 | 0.5% | −13,800−32.1% | 減碼 | 歷史 |
| HROWHarrow, Inc. | COM | 24,000 | $84.6 萬 | 0.5% | −10,000−29.4% | 減碼 | 歷史 |
| PHVSPharvaris N.V. | COM | 29,847 | $84.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| VSTMVerastem, Inc. | COM NEW | 150,000 | $79.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 9,000 | $75.8 萬 | 0.4% | −7,000−43.8% | 減碼 | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 10,100 | $65.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 8,688 | $64.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 14,000 | $56.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 16,860 | $56.2 萬 | 0.3% | +16,860 | 新進 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 25,889 | $55.9 萬 | 0.3% | +25,889 | 新進 | 歷史 |
| RGNXREGENXBIO Inc. | COM | 66,270 | $55.5 萬 | 0.3% | +66,270 | 新進 | 歷史 |
| KPTIKaryopharm Therapeutics Inc. | COM | 83,952 | $46.8 萬 | 0.3% | +83,952 | 新進 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 127,025 | $45.5 萬 | 0.3% | +127,025 | 新進 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 20,100 | $39.3 萬 | 0.2% | +20,100 | 新進 | 歷史 |
| OMOutset Medical, Inc. | COM | 98,882 | $38.0 萬 | 0.2% | −310.0% | 減碼 | 歷史 |
| LUNGPulmonx Corp | COM | 250,221 | $32.3 萬 | 0.2% | −352−0.1% | 減碼 | 歷史 |
| CSTLCastle Biosciences Inc | COM | 12,900 | $31.7 萬 | 0.2% | −67,700−84.0% | 減碼 | 歷史 |
| TRINTrinity Capital Inc. | COM | 20,000 | $29.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CADLCandel Therapeutics, Inc. | COM | 60,000 | $29.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VYGRVoyager Therapeutics, Inc. | COM | 74,918 | $28.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 20,000 | $28.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KBDCKayne Anderson BDC, Inc. | COM SHS | 20,000 | $27.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GRCEGrace Therapeutics, Inc. | CL A | 50,000 | $23.1 萬 | 0.1% | +50,000 | 新進 | 歷史 |
| ELUTElutia Inc. | CL A COM | 165,094 | $17.3 萬 | 0.1% | −97,924−37.2% | 減碼 | 歷史 |
| KYNBKyntra Bio, Inc. | COM NEW | 22,566 | $15.3 萬 | 0.1% | +22,566 | 新進 | 歷史 |
| QNRXQuoin Pharmaceuticals Ltd. | ADR | 20,000 | $13.2 萬 | 0.1% | +20,000 | 新進 | 歷史 |
| PHRPhreesia, Inc. | COM | 14,300 | $12.0 萬 | 0.1% | −96,400−87.1% | 減碼 | 歷史 |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | 17,503 | $4.10 萬 | <0.1% | +503+3.0% | 加碼 | 歷史 |
| DCGODocGo Inc. | COM | 39,573 | $2.49 萬 | <0.1% | −10,335−20.7% | 減碼 | 歷史 |
| GOSSGossamer Bio, Inc. | COM | 18,176 | $5,971 | <0.1% | −120,000−86.8% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（12 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FOLDAmicus Therapeutics, Inc. | COM | 253,000 | $360.3 萬 | 2.1% | 歷史 |
| MASIMasimo Corp | COM | 8,280 | $107.7 萬 | 0.6% | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 59,000 | $96.2 萬 | 0.6% | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 100,827 | $91.0 萬 | 0.5% | 歷史 |
| ILMNIllumina, Inc. | COM | 6,000 | $78.7 萬 | 0.5% | 歷史 |
| BHVNBiohaven Ltd. | COM | 59,365 | $67.0 萬 | 0.4% | 歷史 |
| TMCITreace Medical Concepts, Inc. | COM | 226,947 | $55.6 萬 | 0.3% | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM NEW | 15,000 | $50.8 萬 | 0.3% | 歷史 |
| ATECAlphatec Holdings, Inc. | COM NEW | 18,058 | $38.0 萬 | 0.2% | 歷史 |
| LQDALiquidia Corp | COM NEW | 10,000 | $34.5 萬 | 0.2% | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 3,698 | $29.2 萬 | 0.2% | 歷史 |
| ALMSAlumis Inc. | COM | 10,000 | $9.76 萬 | 0.1% | 歷史 |