Birchview Capital, LP
Net seller this quarter
$214M
72
-$16.8M
59.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 KLAC | $53.8M | 25.18% | 0.01% | -10.2% | Q2 2025 |
 BMY | $17.1M | 8.01% | 0.01% | -3.0% | Q3 2020 |
 LRCX | $15.2M | 7.09% | 0.00% | -2.8% | Q4 2025 |
 NTLA | $6.78M | 3.17% | 0.28% | -13.4% | Q2 2025 |
 SLDB | $6.66M | 3.11% | 0.63% | +6.4% | Q1 2025 |
 BDSX | $6.47M | 3.02% | 2.72% | Not reported | Q4 2020 |
 STOK | $5.83M | 2.73% | 0.29% | -15.2% | Q3 2020 |
 OVV | $5.66M | 2.65% | 0.04% | Not reported | Q3 2020 |
 NKTR | $5.65M | 2.64% | 0.40% | +161.3% | Q1 2021 |
 CORT | $4.97M | 2.33% | 0.05% | +21.2% | Q4 2015 |
 NBIX | $4.58M | 2.14% | 0.03% | Not reported | Q3 2015 |
 PRTA | $4.4M | 2.06% | 0.87% | Not reported | Q2 2021 |
 ACAD | $4.33M | 2.02% | 0.10% | Not reported | Q3 2020 |
 PTGX | $4.29M | 2.01% | 0.05% | +0.1% | Q1 2021 |
 CMPX | $3.67M | 1.72% | 0.93% | +14.3% | Q1 2025 |
 RLMD | $2.82M | 1.32% | 0.38% | -0.3% | Q1 2026 |
 ALKS | $2.62M | 1.23% | 0.03% | Not reported | Q1 2021 |
 HALO | $2.6M | 1.22% | 0.03% | +229.2% | Q4 2022 |
 CLDX | $2.6M | 1.22% | 0.09% | -0.3% | Q1 2026 |
 CYTK | $2.56M | 1.20% | 0.02% | Not reported | Q2 2021 |
 OLMA | $2.49M | 1.16% | 0.23% | -9.1% | Q2 2025 |
 VERA | $2.48M | 1.16% | 0.08% | +31.3% | Q4 2025 |
 UTHR | $2.44M | 1.14% | 0.01% | +0.1% | Q3 2020 |
 ZBIO | $2.38M | 1.11% | 0.15% | +33.7% | Q4 2024 |
 QURE | $2.34M | 1.09% | 0.07% | -49.7% | Q3 2024 |
 PACB | $2.27M | 1.06% | 0.43% | -10.0% | Q2 2025 |
 ABVX | $2.27M | 1.06% | 0.02% | New | Q2 2026 |
 VIR | $2.24M | 1.05% | 0.13% | New | Q2 2026 |
 BIIB | $1.94M | 0.91% | 0.01% | +80.0% | Q4 2014 |
 EQT | $1.84M | 0.86% | 0.01% | Not reported | Q4 2014 |
 BIOA | $1.69M | 0.79% | 0.15% | New | Q2 2026 |
 TVTX | $1.65M | 0.77% | 0.03% | -0.7% | Q2 2023 |
 QDEL | $1.57M | 0.73% | 0.13% | +8.3% | Q4 2014 |
 AXSM | $1.47M | 0.69% | 0.01% | Not reported | Q1 2024 |
 FHTX | $1.38M | 0.64% | 0.48% | +0.1% | Q4 2020 |
 BCYC | $1.33M | 0.62% | 0.45% | -32.4% | Q3 2025 |
 GPCR | $1.29M | 0.60% | 0.01% | -76.0% | Q2 2025 |
 XENE | $1.27M | 0.59% | 0.02% | +0.2% | Q2 2022 |
 NVO | $1.15M | 0.54% | Not reported | New | Q2 2026 |
 FCX | $1.13M | 0.53% | 0.00% | 0.0% | Q2 2025 |
 IMNM | $1.06M | 0.50% | 0.04% | Not reported | Q2 2025 |
 PHVS | $1.03M | 0.48% | 0.05% | Not reported | Q3 2025 |
 HROW | $1.02M | 0.48% | 0.06% | Not reported | Q3 2020 |
 ADAG | $1.01M | 0.47% | 0.41% | New | Q2 2026 |
 DFTX | $941K | 0.44% | 0.01% | New | Q2 2026 |
 SLN | $782K | 0.37% | 0.05% | New | Q2 2026 |
 BBIO | $651K | 0.30% | 0.00% | +0.6% | Q2 2025 |
 FDMT | $645K | 0.30% | 0.09% | New | Q2 2026 |
 URGN | $607K | 0.28% | 0.03% | New | Q2 2026 |
 PHAT | $597K | 0.28% | 0.07% | -71.8% | Q2 2025 |
| Q1 2026 | |||||
| KLAC | $29.3M | 16.67% | 0.02% | -9.1% | Q2 2025 |
| BMY | $18.6M | 10.57% | 0.02% | +1.1% | Q3 2020 |
| CMPX | $7.75M | 4.41% | 0.81% | -8.0% | Q1 2025 |
| LRCX | $7.69M | 4.38% | 0.00% | -10.7% | Q4 2025 |
| STOK | $6.84M | 3.89% | 0.34% | -19.2% | Q3 2020 |
| OVV | $6.38M | 3.63% | 0.04% | Not reported | Q3 2020 |
| NTLA | $5.71M | 3.25% | 0.37% | +41.2% | Q2 2025 |
| GPCR | $4.82M | 2.74% | 0.05% | +11.1% | Q2 2025 |
| SLDB | $4.51M | 2.57% | 0.64% | -11.3% | Q1 2025 |
| PRTA | $4.36M | 2.48% | 0.85% | +1.8% | Q2 2021 |
| BDSX | $4.16M | 2.37% | 2.84% | Not reported | Q4 2020 |
| ACAD | $3.81M | 2.17% | 0.10% | Not reported | Q3 2020 |
| PTGX | $3.69M | 2.10% | 0.05% | -36.4% | Q1 2021 |
| NBIX | $3.58M | 2.04% | 0.03% | Not reported | Q3 2015 |
| OLMA | $3.27M | 1.86% | 0.25% | -18.6% | Q2 2025 |
| RLMD | $2.85M | 1.62% | 0.39% | New | Q1 2026 |
 OCUL | $2.71M | 1.54% | 0.15% | New | Q1 2026 |
| UTHR | $2.67M | 1.52% | 0.01% | +50.0% | Q3 2020 |
| NKTR | $2.23M | 1.27% | 0.15% | Not reported | Q1 2021 |
| CLDX | $2.22M | 1.27% | 0.11% | New | Q1 2026 |
 NVCR | $2.21M | 1.26% | 0.17% | +33.0% | Q2 2024 |
| EQT | $2.2M | 1.25% | 0.01% | Not reported | Q4 2014 |
| PHAT | $2.17M | 1.23% | 0.25% | Not reported | Q2 2025 |
| BCYC | $2.15M | 1.22% | 0.67% | +0.2% | Q3 2025 |
 CMPS | $2.07M | 1.18% | 0.28% | New | Q1 2026 |
| PACB | $1.98M | 1.13% | 0.48% | +200.0% | Q2 2025 |
| CYTK | $1.98M | 1.13% | 0.02% | Not reported | Q2 2021 |
| CORT | $1.9M | 1.08% | 0.04% | -29.8% | Q4 2015 |
| VERA | $1.77M | 1.01% | 0.07% | Not reported | Q4 2025 |
| ALKS | $1.77M | 1.01% | 0.03% | Not reported | Q1 2021 |
 ENGN | $1.7M | 0.97% | 0.37% | New | Q1 2026 |
| QURE | $1.65M | 0.94% | 0.16% | +227.1% | Q3 2024 |
| ZBIO | $1.37M | 0.78% | 0.11% | Not reported | Q4 2024 |
| QDEL | $1.36M | 0.77% | 0.12% | +13.8% | Q4 2014 |
| FHTX | $1.35M | 0.77% | 0.48% | Not reported | Q4 2020 |
 RARE | $1.3M | 0.74% | 0.06% | Not reported | Q4 2024 |
| XENE | $1.22M | 0.70% | 0.02% | Not reported | Q2 2022 |
| KALV | $1.15M | 0.65% | 0.11% | Not reported | Q3 2020 |
| IMNM | $1.09M | 0.62% | 0.04% | -61.5% | Q2 2025 |
| FCX | $1.06M | 0.60% | 0.00% | 0.0% | Q2 2025 |
| AXSM | $1.01M | 0.58% | 0.01% | -1.0% | Q1 2024 |
| BIIB | $917K | 0.52% | 0.00% | Not reported | Q4 2014 |
 LPCN | $893K | 0.51% | 1.50% | New | Q1 2026 |
| TVTX | $868K | 0.49% | 0.03% | -32.1% | Q2 2023 |
| HROW | $846K | 0.48% | 0.06% | -29.4% | Q3 2020 |
| PHVS | $843K | 0.48% | 0.05% | Not reported | Q3 2025 |
 VSTM | $795K | 0.45% | 0.17% | Not reported | Q4 2025 |
| APGE | $758K | 0.43% | 0.01% | -43.8% | Q1 2025 |
| HALO | $653K | 0.37% | 0.01% | Not reported | Q4 2022 |
| BBIO | $645K | 0.37% | 0.00% | Not reported | Q2 2025 |
| Q4 2025 | |||||
| KLAC | $26.6M | 15.57% | 0.02% | Not reported | Q2 2025 |
| BMY | $16.3M | 9.56% | 0.01% | -4.4% | Q3 2020 |
| CMPX | $8.55M | 5.01% | 0.89% | +82.5% | Q1 2025 |
| STOK | $8.25M | 4.83% | 0.44% | +23.8% | Q3 2020 |
| LRCX | $6.9M | 4.04% | 0.00% | New | Q4 2025 |
| OLMA | $6.73M | 3.94% | 0.33% | +54.6% | Q2 2025 |
| GPCR | $6.26M | 3.66% | 0.04% | +15.4% | Q2 2025 |
| PTGX | $4.8M | 2.81% | 0.09% | +14.6% | Q1 2021 |
| ACAD | $4.57M | 2.67% | 0.10% | Not reported | Q3 2020 |
| OVV | $4.21M | 2.47% | 0.04% | Not reported | Q3 2020 |
| PRTA | $4.21M | 2.47% | 0.82% | -19.7% | Q2 2021 |
| SLDB | $3.98M | 2.33% | 0.89% | +137.7% | Q1 2025 |
| NBIX | $3.86M | 2.26% | 0.03% | -5.2% | Q3 2015 |
| FOLD | $3.6M | 2.11% | 0.08% | Not reported | Q3 2020 |
| BCYC | $3.28M | 1.92% | 0.67% | +200.5% | Q3 2025 |
| PHAT | $3.24M | 1.89% | 0.27% | +129.4% | Q2 2025 |
 CSTL | $3.14M | 1.84% | 0.27% | -27.1% | Q4 2023 |
| NTLA | $2.84M | 1.66% | 0.27% | +425.7% | Q2 2025 |
| IMNM | $2.79M | 1.63% | 0.11% | +23.8% | Q2 2025 |
| CORT | $2.34M | 1.37% | 0.06% | Not reported | Q4 2015 |
| VERA | $2.23M | 1.30% | 0.07% | New | Q4 2025 |
| QDEL | $2.07M | 1.21% | 0.11% | Not reported | Q4 2014 |
| NVCR | $1.97M | 1.15% | 0.14% | +49.0% | Q2 2024 |
| BDSX | $1.95M | 1.14% | 3.48% | Not reported | Q4 2020 |
| CYTK | $1.91M | 1.12% | 0.02% | Not reported | Q2 2021 |
 PHR | $1.87M | 1.10% | 0.18% | -3.5% | Q1 2022 |
| EQT | $1.86M | 1.09% | 0.01% | Not reported | Q4 2014 |
| HROW | $1.67M | 0.98% | 0.09% | -15.0% | Q3 2020 |
| TVTX | $1.64M | 0.96% | 0.05% | -0.1% | Q2 2023 |
| FHTX | $1.52M | 0.89% | 0.50% | Not reported | Q4 2020 |
| UTHR | $1.46M | 0.86% | 0.01% | Not reported | Q3 2020 |
| RARE | $1.43M | 0.83% | 0.06% | +181.8% | Q4 2024 |
| ALKS | $1.4M | 0.82% | 0.03% | Not reported | Q1 2021 |
| NKTR | $1.31M | 0.77% | 0.15% | +671.0% | Q1 2021 |
| APGE | $1.21M | 0.71% | 0.02% | Not reported | Q1 2025 |
| VSTM | $1.16M | 0.68% | 0.19% | New | Q4 2025 |
| AXSM | $1.11M | 0.65% | 0.01% | +1.0% | Q1 2024 |
| MASI | $1.08M | 0.63% | 0.02% | Not reported | Q4 2014 |
 TXG | $962K | 0.56% | 0.05% | Not reported | Q4 2022 |
| XENE | $941K | 0.55% | 0.03% | Not reported | Q2 2022 |
| PACB | $935K | 0.55% | 0.17% | Not reported | Q2 2025 |
| KALV | $921K | 0.54% | 0.11% | -14.9% | Q3 2020 |
| FCX | $917K | 0.54% | 0.00% | 0.0% | Q2 2025 |
| VTYX | $910K | 0.53% | 0.14% | +2.0% | Q4 2021 |
| PHVS | $828K | 0.48% | 0.05% | +101.0% | Q3 2025 |
 ILMN | $787K | 0.46% | 0.00% | New | Q4 2025 |
| QURE | $737K | 0.43% | 0.05% | -60.9% | Q3 2024 |
| HALO | $680K | 0.40% | 0.01% | Not reported | Q4 2022 |
 BHVN | $670K | 0.39% | 0.04% | Not reported | Q3 2020 |
| BBIO | $665K | 0.39% | 0.00% | Not reported | Q2 2025 |
| Q3 2025 | |||||
| KLAC | $23.6M | 17.82% | 0.02% | +38.1% | Q2 2025 |
| BMY | $14.3M | 10.79% | 0.02% | -2.0% | Q3 2020 |
| CORT | $5.58M | 4.22% | 0.06% | Not reported | Q4 2015 |
| PRTA | $5.36M | 4.05% | 1.02% | +21.7% | Q2 2021 |
| STOK | $4.94M | 3.73% | 0.38% | Not reported | Q3 2020 |
| QURE | $4.6M | 3.47% | 0.13% | -20.2% | Q3 2024 |
| OVV | $4.34M | 3.28% | 0.04% | Not reported | Q3 2020 |
| NBIX | $4.03M | 3.04% | 0.03% | -7.3% | Q3 2015 |
| ACAD | $3.65M | 2.76% | 0.10% | -9.0% | Q3 2020 |
| PTGX | $3.19M | 2.41% | 0.08% | Not reported | Q1 2021 |
| CMPX | $3.06M | 2.31% | 0.49% | Not reported | Q1 2025 |
| PHR | $2.7M | 2.04% | 0.19% | Not reported | Q1 2022 |
| CSTL | $2.52M | 1.90% | 0.38% | Not reported | Q4 2023 |
| GPCR | $2.18M | 1.65% | 0.04% | +116.7% | Q2 2025 |
| BDSX | $2.17M | 1.63% | 3.61% | 0.0% | Q4 2020 |
| QDEL | $2.14M | 1.61% | 0.11% | Not reported | Q4 2014 |
 AXGN | $2.12M | 1.60% | 0.26% | -26.0% | Q2 2023 |
| FOLD | $1.99M | 1.51% | 0.08% | +803.6% | Q3 2020 |
| HROW | $1.93M | 1.46% | 0.11% | -33.3% | Q3 2020 |
| EQT | $1.88M | 1.42% | 0.01% | Not reported | Q4 2014 |
| SLDB | $1.83M | 1.38% | 0.38% | +66.1% | Q1 2025 |
| OLMA | $1.7M | 1.29% | 0.25% | +29.9% | Q2 2025 |
| CYTK | $1.65M | 1.24% | 0.03% | +200.0% | Q2 2021 |
| ALKS | $1.5M | 1.13% | 0.03% | Not reported | Q1 2021 |
| FHTX | $1.38M | 1.04% | 0.50% | -9.4% | Q4 2020 |
| NVCR | $1.32M | 1.00% | 0.09% | +1.1% | Q2 2024 |
| UTHR | $1.26M | 0.95% | 0.01% | -29.4% | Q3 2020 |
| IMNM | $1.23M | 0.93% | 0.11% | +75.0% | Q2 2025 |
| MASI | $1.22M | 0.92% | 0.02% | Not reported | Q4 2014 |
| BCYC | $1.19M | 0.90% | 0.22% | New | Q3 2025 |
 TMCI | $1.19M | 0.90% | 0.28% | Not reported | Q3 2024 |
 KNSA | $1.16M | 0.88% | Not reported | Not reported | Q2 2021 |
 OM | $1.11M | 0.84% | 0.44% | +127.2% | Q2 2024 |
 INBX | $1.07M | 0.81% | 0.22% | -1.3% | Q4 2021 |
 DCGO | $1.04M | 0.78% | 0.78% | Not reported | Q4 2021 |
| NTLA | $1.04M | 0.78% | 0.05% | Not reported | Q2 2025 |
| TVTX | $1.03M | 0.78% | 0.05% | -58.2% | Q2 2023 |
| PHAT | $1M | 0.76% | 0.12% | +240.0% | Q2 2025 |
 SRRK | $968K | 0.73% | 0.03% | +62.5% | Q4 2024 |
| XENE | $843K | 0.64% | 0.03% | Not reported | Q2 2022 |
| KALV | $816K | 0.62% | 0.13% | Not reported | Q3 2020 |
| HALO | $741K | 0.56% | 0.01% | +1.0% | Q4 2022 |
| AXSM | $729K | 0.55% | 0.01% | Not reported | Q1 2024 |
| FCX | $708K | 0.53% | 0.00% | +0.1% | Q2 2025 |
| RARE | $662K | 0.50% | 0.02% | +22.2% | Q4 2024 |
| PACB | $640K | 0.48% | 0.17% | +25.0% | Q2 2025 |
| APGE | $636K | 0.48% | 0.03% | Not reported | Q1 2025 |
 ELUT | $633K | 0.48% | 109.63% | -38.6% | Q2 2021 |
 VYGR | $630K | 0.48% | 0.24% | Not reported | Q3 2020 |
 ATEC | $480K | 0.36% | 0.02% | Not reported | Q3 2022 |