Holdings of Birchview Capital, LP
61 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 61.4 % of the equity sleeve
Sector breakdown
- Technology 23.8 %
- Health care 14.3 %
- Energy 5.5 %
- Materials 0.7 %
- Unattributed 55.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 59 | 151.2M $ | 97.28 % |
| 2 | GB | 2 | 4.2M $ | 2.72 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | KLA Corp | 19,883 | 29.3M $ | |
| 2 | Bristol-Myers Squibb Co | 306,268 | 18.6M $ | |
| 3 | Compass Therapeutics Inc | 1,465,867 | 7.8M $ | |
| 4 | Lam Research Corp | 36,000 | 7.7M $ | |
| 5 | Stoke Therapeutics Inc | 210,000 | 6.8M $ | |
| 6 | Ovintiv Inc | 107,500 | 6.4M $ | |
| 7 | Intellia Therapeutics Inc | 445,400 | 5.7M $ | |
| 8 | Structure Therapeutics Inc | 100,000 | 4.8M $ | |
| 9 | Solid Biosciences Inc | 625,980 | 4.5M $ | |
| 10 | ACADIA Pharmaceuticals Inc | 171,000 | 3.8M $ | |
| 11 | Protagonist Therapeutics Inc | 35,000 | 3.7M $ | |
| 12 | Neurocrine Biosciences Inc | 27,190 | 3.6M $ | |
| 13 | Olema Pharmaceuticals Inc | 219,000 | 3.3M $ | |
| 14 | Relmada Therapeutics Inc | 409,387 | 2.8M $ | |
| 15 | Ocular Therapeutix Inc | 320,000 | 2.7M $ | |
| 16 | United Therapeutics Corp | 4,500 | 2.7M $ | |
| 17 | Nektar Therapeutics | 31,000 | 2.2M $ | |
| 18 | Celldex Therapeutics Inc | 70,095 | 2.2M $ | |
| 19 | EQT Corp | 34,619 | 2.2M $ | |
| 20 | Phathom Pharmaceuticals Inc | 195,000 | 2.2M $ | |
| 21 | Bicycle Therapeutics PLC | 463,599 | 2.2M $ | |
| 22 | Compass Pathways plc | 375,000 | 2.1M $ | |
| 23 | Pacific Biosciences of California Inc | 1,500,000 | 2M $ | |
| 24 | Cytokinetics Inc | 30,000 | 2M $ | |
| 25 | Corcept Therapeutics Inc | 47,200 | 1.9M $ | |
| 26 | Vera Therapeutics Inc | 44,000 | 1.8M $ | |
| 27 | ZENAS BIOPHARMA INC | 70,000 | 1.4M $ | |
| 28 | Foghorn Therapeutics Inc | 281,730 | 1.3M $ | |
| 29 | Ultragenyx Pharmaceutical Inc | 62,000 | 1.3M $ | |
| 30 | KalVista Pharmaceuticals Inc | 57,000 | 1.1M $ | |
| 31 | Immunome Inc | 50,000 | 1.1M $ | |
| 32 | Freeport-McMoRan Inc | 18,040 | 1.1M $ | |
| 33 | Axsome Therapeutics Inc | 6,000 | 1M $ | |
| 34 | Biogen Inc | 5,000 | 916.7K $ | |
| 35 | Lipocine Inc | 111,786 | 893.2K $ | |
| 36 | Travere Therapeutics Inc | 29,200 | 867.5K $ | |
| 37 | Harrow Inc | 24,000 | 846.2K $ | |
| 38 | Verastem Inc | 150,000 | 795K $ | |
| 39 | Apogee Therapeutics Inc | 9,000 | 757.5K $ | |
| 40 | Halozyme Therapeutics Inc | 10,100 | 652.8K $ | |
| 41 | Bridgebio Pharma Inc | 8,688 | 645.2K $ | |
| 42 | Apellis Pharmaceuticals Inc | 14,000 | 563.2K $ | |
| 43 | Ideaya Biosciences Inc | 16,860 | 561.8K $ | |
| 44 | Arcus Biosciences Inc | 25,889 | 559.2K $ | |
| 45 | REGENXBIO Inc | 66,270 | 555.3K $ | |
| 46 | Rocket Pharmaceuticals Inc | 127,025 | 454.8K $ | |
| 47 | Viridian Therapeutics Inc | 20,100 | 393.2K $ | |
| 48 | Pulmonx Corp | 250,221 | 322.8K $ | |
| 49 | Castle Biosciences Inc | 12,900 | 316.7K $ | |
| 50 | Trinity Capital Inc | 20,000 | 294.2K $ | |
| 51 | Candel Therapeutics Inc | 60,000 | 294K $ | |
| 52 | Voyager Therapeutics Inc | 74,918 | 289.2K $ | |
| 53 | Cullinan Therapeutics Inc | 20,000 | 284.2K $ | |
| 54 | Kayne Anderson BDC Inc | 20,000 | 274.4K $ | |
| 55 | Grace Therapeutics Inc | 50,000 | 231.5K $ | |
| 56 | ELUTIA INC | 165,094 | 173.3K $ | |
| 57 | Kyntra Bio Inc | 22,566 | 153K $ | |
| 58 | Phreesia Inc | 14,300 | 119.8K $ | |
| 59 | Zentalis Pharmaceuticals Inc | 17,503 | 41K $ | |
| 60 | DocGo Inc | 39,573 | 24.9K $ | |
| 61 | Gossamer Bio Inc | 18,176 | 6K $ | |