Birchview Capital, LP
- SEC CIK
- 0001618205
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 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 萬 (+21.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| KLACKLA Corp | COM NEW | 178,471 | $5,385 萬 | 25.2% | −20,359−10.2% | 減碼依 10 比 1 拆股換算 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 297,243 | $1,713 萬 | 8.0% | −9,025−2.9% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 35,000 | $1,517 萬 | 7.1% | −1,000−2.8% | 減碼 | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 385,900 | $678.1 萬 | 3.2% | −59,500−13.4% | 減碼 | 歷史 |
| SLDBSolid Biosciences Inc. | COM NEW | 666,196 | $665.5 萬 | 3.1% | +40,216+6.4% | 加碼 | 歷史 |
| BDSXBiodesix Inc | COM | 286,804 | $646.7 萬 | 3.0% | 00.0% | 不變 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 178,110 | $582.8 萬 | 2.7% | −31,890−15.2% | 減碼 | 歷史 |
| OVVOvintiv Inc. | COM | 107,500 | $566.0 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| NKTRNektar Therapeutics | COM NEW | 81,000 | $565.5 萬 | 2.6% | +50,000+161.3% | 加碼 | 歷史 |
| CORTCorcept Therapeutics Inc | COM | 57,200 | $497.4 萬 | 2.3% | +10,000+21.2% | 加碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 27,190 | $458.2 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 449,019 | $439.6 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 171,000 | $432.6 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 35,018 | $429.3 萬 | 2.0% | +18+0.1% | 加碼 | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 1,675,000 | $366.8 萬 | 1.7% | +209,133+14.3% | 加碼 | 歷史 |
| RLMDRelmada Therapeutics, Inc. | COM | 408,100 | $282.4 萬 | 1.3% | −1,287−0.3% | 減碼 | 歷史 |
| ALKSAlkermes plc. | SHS | 50,000 | $262.0 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 33,251 | $260.3 萬 | 1.2% | +23,151+229.2% | 加碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 69,900 | $260.1 萬 | 1.2% | −195−0.3% | 減碼 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 30,000 | $255.6 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 199,000 | $248.9 萬 | 1.2% | −20,000−9.1% | 減碼 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 57,758 | $247.8 萬 | 1.2% | +13,758+31.3% | 加碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 4,506 | $244.1 萬 | 1.1% | +6+0.1% | 加碼 | 歷史 |
| ZBIOZenas BioPharma, Inc. | COM | 93,601 | $237.6 萬 | 1.1% | +23,601+33.7% | 加碼 | 歷史 |
| QUREuniQure N.V. | SHS | 50,697 | $233.5 萬 | 1.1% | −50,000−49.7% | 減碼 | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 1,350,000 | $226.8 萬 | 1.1% | −150,000−10.0% | 減碼 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 17,000 | $226.5 萬 | 1.1% | +17,000 | 新進 | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 220,000 | $224.2 萬 | 1.0% | +220,000 | 新進 | 歷史 |
| BIIBBiogen Inc. | COM | 9,000 | $194.5 萬 | 0.9% | +4,000+80.0% | 加碼 | 歷史 |
| EQTEQT Corp | Stock | 34,619 | $184.1 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| BIOABioAge Labs, Inc. | COM | 69,000 | $169.1 萬 | 0.8% | +69,000 | 新進 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 29,000 | $164.7 萬 | 0.8% | −200−0.7% | 減碼 | 歷史 |
| QDELQuidelOrtho Corp | COM | 89,377 | $156.5 萬 | 0.7% | +6,829+8.3% | 加碼 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 6,000 | $146.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| FHTXFoghorn Therapeutics Inc. | COM | 281,937 | $137.6 萬 | 0.6% | +207+0.1% | 加碼 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 313,616 | $133.0 萬 | 0.6% | −149,983−32.4% | 減碼 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 24,000 | $128.8 萬 | 0.6% | −76,000−76.0% | 減碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 21,032 | $126.9 萬 | 0.6% | +32+0.2% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 24,000 | $115.1 萬 | 0.5% | +24,000 | 新進 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 18,035 | $113.4 萬 | 0.5% | −50.0% | 減碼 | 歷史 |
| IMNMImmunome Inc. | COM | 50,000 | $106.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PHVSPharvaris N.V. | COM | 29,847 | $103.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| HROWHarrow, Inc. | COM | 24,000 | $101.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ADAGAdagene Inc. | ADS | 240,000 | $100.8 萬 | 0.5% | +240,000 | 新進 | 歷史 |
| DFTXDefinium Therapeutics, Inc. | COM SHS | 20,000 | $94.1 萬 | 0.4% | +20,000 | 新進 | 歷史 |
| SLNSilence Therapeutics plc | ADS | 71,218 | $78.2 萬 | 0.4% | +71,218 | 新進 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 8,741 | $65.1 萬 | 0.3% | +53+0.6% | 加碼 | 歷史 |
| FDMT4D Molecular Therapeutics, Inc. | COM | 48,505 | $64.5 萬 | 0.3% | +48,505 | 新進 | 歷史 |
| URGNUroGen Pharma Ltd. | COM | 16,487 | $60.7 萬 | 0.3% | +16,487 | 新進 | 歷史 |
| PHATPhathom Pharmaceuticals, Inc. | COM | 55,000 | $59.7 萬 | 0.3% | −140,000−71.8% | 減碼 | 歷史 |
| CAMPCamp4 Therapeutics Corp | COM | 120,000 | $52.4 萬 | 0.2% | +120,000 | 新進 | 歷史 |
| SVRASavara Inc | COM | 80,000 | $49.3 萬 | 0.2% | +80,000 | 新進 | 歷史 |
| CADLCandel Therapeutics, Inc. | COM | 47,756 | $49.2 萬 | 0.2% | −12,244−20.4% | 減碼 | 歷史 |
| ALTAltimmune, Inc. | COM NEW | 152,681 | $46.4 萬 | 0.2% | +152,681 | 新進 | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 30,000 | $42.5 萬 | 0.2% | −345,000−92.0% | 減碼 | 歷史 |
| KPTIKaryopharm Therapeutics Inc. | COM | 42,952 | $42.0 萬 | 0.2% | −41,000−48.8% | 減碼 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 20,000 | $36.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TRINTrinity Capital Inc. | COM | 20,000 | $35.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CAPRCapricor Therapeutics, Inc. | COM NEW | 14,352 | $34.6 萬 | 0.2% | +14,352 | 新進 | 歷史 |
| CSTLCastle Biosciences Inc | COM | 12,984 | $31.0 萬 | 0.1% | +84+0.7% | 加碼 | 歷史 |
| IVVDInvivyd, Inc. | COM | 342,275 | $29.9 萬 | 0.1% | +342,275 | 新進 | 歷史 |
| GRCEGrace Therapeutics, Inc. | CL A | 120,000 | $27.2 萬 | 0.1% | +70,000+140.0% | 加碼 | 歷史 |
| KBDCKayne Anderson BDC, Inc. | COM SHS | 20,000 | $27.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VYGRVoyager Therapeutics, Inc. | COM | 75,147 | $26.3 萬 | 0.1% | +229+0.3% | 加碼 | 歷史 |
| LUNGPulmonx Corp | COM | 200,543 | $26.1 萬 | 0.1% | −49,678−19.9% | 減碼 | 歷史 |
| OCULOcular Therapeutix, Inc | COM | 20,655 | $20.3 萬 | 0.1% | −299,345−93.5% | 減碼 | 歷史 |
| KYNBKyntra Bio, Inc. | COM NEW | 22,566 | $17.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ELUTElutia Inc. | CL A COM | 165,094 | $16.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QNRXQuoin Pharmaceuticals Ltd. | ADR | 20,000 | $9.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LPCNLipocine Inc. | COM NEW | 16,712 | $4.28 萬 | <0.1% | −95,074−85.1% | 減碼 | 歷史 |
| DCGODocGo Inc. | COM | 39,062 | $2.02 萬 | <0.1% | −511−1.3% | 減碼 | 歷史 |
| GOSSGossamer Bio, Inc. | COM | 18,176 | $2,992 | <0.1% | 00.0% | 不變 | 歷史 |
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 % | 紀錄 |
|---|---|---|---|---|---|
| NVCRNovoCure Ltd | ORD SHS | 202,330 | $220.5 萬 | 1.3% | 歷史 |
| ENGNenGene Therapeutics Inc. | COM | 250,000 | $170.3 萬 | 1.0% | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 62,000 | $129.9 萬 | 0.7% | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 57,000 | $114.7 萬 | 0.7% | 歷史 |
| VSTMVerastem, Inc. | COM NEW | 150,000 | $79.5 萬 | 0.5% | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 9,000 | $75.8 萬 | 0.4% | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 14,000 | $56.3 萬 | 0.3% | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 16,860 | $56.2 萬 | 0.3% | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 25,889 | $55.9 萬 | 0.3% | 歷史 |
| RGNXREGENXBIO Inc. | COM | 66,270 | $55.5 萬 | 0.3% | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 127,025 | $45.5 萬 | 0.3% | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 20,100 | $39.3 萬 | 0.2% | 歷史 |
| OMOutset Medical, Inc. | COM | 98,882 | $38.0 萬 | 0.2% | 歷史 |
| PHRPhreesia, Inc. | COM | 14,300 | $12.0 萬 | 0.1% | 歷史 |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | 17,503 | $4.10 萬 | <0.1% | 歷史 |