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Birchview Capital, LP

CIK 1618205 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Birchview Capital, LP reported 72 US-listed holdings worth $213.8 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: KLA Corp. (25.2%), Bristol-Myers Squibb Co. (8.0%) and Lam Research Corp. (7.1%). Against the quarter before, it opened 14 positions, added to 15, trimmed 21 and sold out of 15.

Reported holdings$213.8M+21.7% on Q1 2026
Positions72-1 on Q1 2026
The largest ten59.9%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
Added toHeldTrimmed
KLAC25.2%BMY8.0%LRCX7.1%NTLA3.2%SLDB3.1%Biodesix3.0%STOK2.7%OVV2.6%NKTR2.6%CORT2.3%NBIX2.1%PRTA2.1%ACAD2.0%PTGX2.0%58 more31.8%

The 14 largest of its 72 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $230.7 million in 61 positions$231MQ3 24Q4 2024: $245.6 million in 68 positions$246MQ4 24Q1 2025: $115.2 million in 68 positions$115MQ1 25Q2 2025: $100.7 million in 71 positions$101MQ2 25Q3 2025: $132.4 million in 69 positions$132MQ3 25Q4 2025: $170.8 million in 68 positions$171MQ4 25Q1 2026: $175.7 million in 73 positions$176MQ1 26Q2 2026: $213.8 million in 72 positions$214MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +57.4% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
100125150Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +57.4%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 14Added 15Held 22Trimmed 21Sold out 15
Opened: 14Added: 15Held: 22Trimmed: 21Sold out: 15

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 14

  1. Abivax SA ABVX$2.3 million
  2. Vir Biotechnology, Inc. VIR$2.2 million
  3. Bioage Labs Inc. BIOA$1.7 million
  4. Novo Nordisk A/S NVO$1.2 million
  5. Adagene Inc. ADAG$1.0 million
  6. Definium Therapeutics Inc. DFTX$940,800
  7. Silence Therapeutics PLC SLN$781,974
  8. 4D Molecular Therapeutics in FDMT$645,117

and 6 more in the table below

Added to 15

  1. Nektar Therapeutics NKTR+50,000 shares · +161%
  2. Halozyme Therapeutics, Inc. HALO+23,151 shares · +229%
  3. Corcept Therapeutics Inc. CORT+10,000 shares · +21%
  4. Biogen Inc. BIIB+4,000 shares · +80%
  5. Zenas Biopharma Inc. ZBIO+23,601 shares · +34%
  6. Vera Therapeutics Inc. VERA+13,758 shares · +31%
  7. Compass Therapeutics Inc. CMPX+209,133 shares · +14%
  8. Solid Biosciences Inc. SLDB+40,216 shares · +6%

and 7 more in the table below

Trimmed 21

  1. KLA Corp. KLAC-20,359 shares · -10%
  2. Compass Pathways PLC CMPS-345,000 shares · -92%
  3. Structure Therapeutics Inc. GPCR-76,000 shares · -76%
  4. Ocular Therapeutix Inc. OCUL-299,345 shares · -94%
  5. Uniqure NV QURE-50,000 shares · -50%
  6. Phathom Pharmaceuticals Inc. PHAT-140,000 shares · -72%
  7. Intellia Therapeutics Inc. NTLA-59,500 shares · -13%
  8. Stoke Therapeutics Inc. STOK-31,890 shares · -15%

and 13 more in the table below

Sold out of 15

  1. Novocure Ltd NVCR$2.2 million last quarter
  2. Engene Holdings Inc. ENGN$1.7 million last quarter
  3. Ultragenyx Pharmaceutical in RARE$1.3 million last quarter
  4. Kalvista Pharmaceuticals Inc. KALV$1.1 million last quarter
  5. Verastem Inc. VSTM$795,000 last quarter
  6. Apogee Therapeutics Inc. APGE$757,530 last quarter
  7. Apellis Pharmaceuticals Inc. APLS$563,220 last quarter
  8. Ideaya Biosciences Inc. IDYA$561,775 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
KLA Corp. KLAC178.5K$53.8 million25.18%-20.4K
Bristol-Myers Squibb Co. BMY297.2K$17.1 million8.01%-9.0K
Lam Research Corp. LRCX35.0K$15.2 million7.09%-1.0K
Intellia Therapeutics Inc. NTLA385.9K$6.8 million3.17%-59.5K
Solid Biosciences Inc. SLDB666.2K$6.7 million3.11%+40.2K
Biodesix Inc286.8K$6.5 million3.02%no change
Stoke Therapeutics Inc. STOK178.1K$5.8 million2.73%-31.9K
Ovintiv Inc. OVV107.5K$5.7 million2.65%no change
Nektar Therapeutics NKTR81.0K$5.7 million2.64%+50.0K
Corcept Therapeutics Inc. CORT57.2K$5.0 million2.33%+10.0K
Neurocrine Biosciences Inc. NBIX27.2K$4.6 million2.14%no change
Prothena Corp. PLC PRTA449.0K$4.4 million2.06%no change
Acadia Pharmaceuticals Inc. ACAD171.0K$4.3 million2.02%no change
Protagonist Therapeutics, Inc. PTGX35.0K$4.3 million2.01%+18
Compass Therapeutics Inc. CMPX1.7M$3.7 million1.72%+209.1K
Relmada Therapeutics Inc. RLMD408.1K$2.8 million1.32%-1.3K
Alkermes plc. ALKS50.0K$2.6 million1.23%no change
Halozyme Therapeutics, Inc. HALO33.3K$2.6 million1.22%+23.2K
Celldex Therapeutics Inc. CLDX69.9K$2.6 million1.22%-195
Cytokinetics Inc. CYTK30.0K$2.6 million1.20%no change
Olema Pharmaceuticals Inc. OLMA199.0K$2.5 million1.16%-20.0K
Vera Therapeutics Inc. VERA57.8K$2.5 million1.16%+13.8K
United Therapeutics Corp. UTHR4.5K$2.4 million1.14%+6
Zenas Biopharma Inc. ZBIO93.6K$2.4 million1.11%+23.6K
Uniqure NV QURE50.7K$2.3 million1.09%-50.0K
Pacific Biosciences Calif in PACB1.4M$2.3 million1.06%-150.0K
Abivax SA ABVX17.0K$2.3 million1.06%new
Vir Biotechnology, Inc. VIR220.0K$2.2 million1.05%new
Biogen Inc. BIIB9.0K$1.9 million0.91%+4.0K
EQT Corp. EQT34.6K$1.8 million0.86%no change
Bioage Labs Inc. BIOA69.0K$1.7 million0.79%new
Travere Therapeutics Inc. TVTX29.0K$1.6 million0.77%-200
Quidelortho Corp.89.4K$1.6 million0.73%+6.8K
Axsome Therapeutics Inc. AXSM6.0K$1.5 million0.69%no change
Foghorn Therapeutics Inc. FHTX281.9K$1.4 million0.64%+207
Bicycle Therapeutics PLC BCYC313.6K$1.3 million0.62%-150.0K
Structure Therapeutics Inc. GPCR24.0K$1.3 million0.60%-76.0K
Xenon Pharmaceuticals Inc. XENE21.0K$1.3 million0.59%+32
Novo Nordisk A/S NVO24.0K$1.2 million0.54%new
Freeport-McMoRan Inc. FCX18.0K$1.1 million0.53%-5
Immunome Inc. IMNM50.0K$1.1 million0.50%no change
Pharvaris N V PHVS29.8K$1.0 million0.48%no change
Harrow Inc. HROW24.0K$1.0 million0.48%no change
Adagene Inc. ADAG240.0K$1.0 million0.47%new
Definium Therapeutics Inc. DFTX20.0K$940,8000.44%new
Silence Therapeutics PLC SLN71.2K$781,9740.37%new
Bridgebio Pharma Inc. BBIO8.7K$651,0300.30%+53
4D Molecular Therapeutics in FDMT48.5K$645,1170.30%new
Urogen Pharma Ltd URGN16.5K$606,7220.28%new
Phathom Pharmaceuticals Inc. PHAT55.0K$596,7500.28%-140.0K
CAMP4 Therapeutics Corp. CAMP120.0K$524,4000.25%new
Savara Inc. SVRA80.0K$492,8000.23%new
Candel Therapeutics Inc. CADL47.8K$491,8870.23%-12.2K
Altimmune, Inc. (alt) ALT152.7K$464,1500.22%new
Compass Pathways PLC CMPS30.0K$424,5000.20%-345.0K
Karyopharm Therapeutics Inc.43.0K$419,6410.20%-41.0K
Cullinan Therapeutics Inc. CGEM20.0K$364,2000.17%no change
Trinity Cap Inc. TRIN20.0K$357,8000.17%no change
Capricor Therapeutics Inc. CAPR14.4K$345,5960.16%new
Castle Biosciences Inc. CSTL13.0K$309,6680.14%+84
Invivyd Inc. IVVD342.3K$298,6010.14%new
Acasti Pharma Inc. GRCE120.0K$272,4000.13%+70.0K
Kayne Anderson BDC Inc. KBDC20.0K$270,6000.13%no change
Voyager Therapeutics Inc. VYGR75.1K$263,0150.12%+229
Pulmonx Corp. LUNG200.5K$260,7060.12%-49.7K
Ocular Therapeutix Inc. OCUL20.7K$202,8320.09%-299.3K
Fibrogen Inc. KYNB22.6K$170,3730.08%no change
Aziyo Biologic ELUT165.1K$161,7260.08%no change
Quoin Pharmaceuticals Ltd ADR QNRX20.0K$96,8000.05%no change
Lipocine Inc. New LPCN16.7K$42,7830.02%-95.1K
Docgo Inc. DCGO39.1K$20,1600.01%-511
Gossamer Bio Inc. GOSS18.2K$2,9920.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 15 it sold out of are in the box above.