Birchview Capital
Latest statistics and disclosures from Birchview Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KLAC, BMY, CMPX, STOK, LRCX, and represent 39.01% of Birchview Capital's stock portfolio.
- Added to shares of these 10 stocks: LRCX (+$6.9M), CMPX, OLMA, SLDB, NTLA, VERA, BCYC, PHAT, STOK, VSTM.
- Started 11 new stock positions in KBDC, RAPT, VSTM, LQDA, LRCX, LUNG, TXG, Biohaven Pharmaceutical Holding, TRIN, ILMN. VERA.
- Reduced shares in these 10 stocks: INBX, , CSTL, Kiniksa Pharmaceuticals, QURE, PRTA, SRRK, BMY, DCGO, AVTX.
- Sold out of its positions in Applied Therapeutics, AVTX, AXGN, GH, Karyopharm Therapeutics, KIDS, SRRK, XLV, TELA, ZBIO. Kiniksa Pharmaceuticals, IFRX.
- Birchview Capital was a net buyer of stock by $21M.
- Birchview Capital has $171M in assets under management (AUM), dropping by 28.96%.
- Central Index Key (CIK): 0001618205
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Portfolio Holdings for Birchview Capital
Birchview Capital holds 68 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Kla Corporation Com New (KLAC) | 15.6 | $27M | 22k | 1215.08 |
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| Bristol Myers Squibb (BMY) | 9.6 | $16M | -4% | 303k | 53.94 |
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| Compass Therapeutics (CMPX) | 5.0 | $8.6M | +82% | 1.6M | 5.37 |
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| Stoke Therapeutics (STOK) | 4.8 | $8.3M | +23% | 260k | 31.74 |
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| Lam Research Corporation Com New (LRCX) | 4.0 | $6.9M | NEW | 40k | 171.18 |
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| Olema Pharmaceuticals (OLMA) | 3.9 | $6.7M | +54% | 269k | 25.00 |
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| Structure Therapeutics Spons Adr (GPCR) | 3.7 | $6.3M | +15% | 90k | 69.55 |
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| Protagonist Therapeutics (PTGX) | 2.8 | $4.8M | +14% | 55k | 87.34 |
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| ACADIA Pharmaceuticals (ACAD) | 2.7 | $4.6M | 171k | 26.71 |
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| Encana Corporation (OVV) | 2.5 | $4.2M | 108k | 39.19 |
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| Prothena Corp SHS (PRTA) | 2.5 | $4.2M | -19% | 441k | 9.55 |
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| Solid Biosciences Com New (SLDB) | 2.3 | $4.0M | +137% | 706k | 5.64 |
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| Neurocrine Biosciences (NBIX) | 2.3 | $3.9M | -5% | 27k | 141.83 |
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| Amicus Therapeutics (FOLD) | 2.1 | $3.6M | 253k | 14.24 |
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| Bicycle Therapeutics Sponsored Ads (BCYC) | 1.9 | $3.3M | +200% | 463k | 7.08 |
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| Phathom Pharmaceuticals (PHAT) | 1.9 | $3.2M | +129% | 195k | 16.59 |
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| Castle Biosciences (CSTL) | 1.8 | $3.1M | -27% | 81k | 38.90 |
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| Intellia Therapeutics (NTLA) | 1.7 | $2.8M | +425% | 315k | 8.99 |
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| Immunome (IMNM) | 1.6 | $2.8M | +23% | 130k | 21.48 |
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| Corcept Therapeutics Incorporated (CORT) | 1.4 | $2.3M | 67k | 34.80 |
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| Vera Therapeutics Cl A (VERA) | 1.3 | $2.2M | NEW | 44k | 50.64 |
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| Quidel Corporation | 1.2 | $2.1M | 73k | 28.56 |
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| Novocure Ord Shs (NVCR) | 1.2 | $2.0M | +48% | 152k | 12.93 |
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| Biodesix | 1.1 | $2.0M | 287k | 6.80 |
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| Cytokinetics (CYTK) | 1.1 | $1.9M | 30k | 63.54 |
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| Phreesia (PHR) | 1.1 | $1.9M | -3% | 111k | 16.92 |
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| EQT Corporation (EQT) | 1.1 | $1.9M | 35k | 53.60 |
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| Harrow Health (HROW) | 1.0 | $1.7M | -15% | 34k | 49.00 |
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| Travere Therapeutics (TVTX) | 1.0 | $1.6M | 43k | 38.21 |
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| Foghorn Therapeutics (FHTX) | 0.9 | $1.5M | 282k | 5.40 |
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| United Therapeutics Corporation (UTHR) | 0.9 | $1.5M | 3.0k | 487.25 |
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| Ultragenyx Pharmaceutical (RARE) | 0.8 | $1.4M | +181% | 62k | 23.00 |
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| Alkermes SHS (ALKS) | 0.8 | $1.4M | 50k | 27.98 |
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| Nektar Therapeutics (NKTR) | 0.8 | $1.3M | +670% | 31k | 42.28 |
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| Apogee Therapeutics (APGE) | 0.7 | $1.2M | 16k | 75.48 |
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| Verastem Com New (VSTM) | 0.7 | $1.2M | NEW | 150k | 7.72 |
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| Axsome Therapeutics (AXSM) | 0.6 | $1.1M | 6.1k | 182.64 |
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| Masimo Corporation (MASI) | 0.6 | $1.1M | 8.3k | 130.06 |
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| 10x Genomics Inc Cl A (TXG) | 0.6 | $962k | NEW | 59k | 16.31 |
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| Xenon Pharmaceuticals (XENE) | 0.6 | $941k | 21k | 44.82 |
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| Pacific Biosciences of California (PACB) | 0.5 | $935k | 500k | 1.87 |
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| Kalvista Pharmaceuticals (KALV) | 0.5 | $921k | -14% | 57k | 16.15 |
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| Freeport-mcmoran Cl-b CL-B (FCX) | 0.5 | $917k | 18k | 50.79 |
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| Ventyx Biosciences (VTYX) | 0.5 | $911k | +2% | 101k | 9.03 |
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| Pharvaris N V (PHVS) | 0.5 | $828k | +101% | 30k | 27.75 |
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| Illumina (ILMN) | 0.5 | $787k | NEW | 6.0k | 131.16 |
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| Uniqure Nv SHS (QURE) | 0.4 | $737k | -60% | 31k | 23.93 |
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| Halozyme Therapeutics (HALO) | 0.4 | $680k | 10k | 67.30 |
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| Biohaven Pharmaceutical Holding | 0.4 | $670k | NEW | 59k | 11.29 |
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| Bridgebio Pharma (BBIO) | 0.4 | $665k | 8.7k | 76.49 |
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| Treace Med Concepts (TMCI) | 0.3 | $556k | +28% | 227k | 2.45 |
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| Pulmonx Corp (LUNG) | 0.3 | $554k | NEW | 251k | 2.21 |
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| Rapt Therapeutics Com New (RAPT) | 0.3 | $508k | NEW | 15k | 33.87 |
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| Gossamer Bio (GOSS) | 0.3 | $428k | 138k | 3.10 |
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| Alphatec Holdings (ATEC) | 0.2 | $380k | -45% | 18k | 21.04 |
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| Outset Med | 0.2 | $367k | +25% | 99k | 3.71 |
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| Apellis Pharmaceuticals (APLS) | 0.2 | $352k | 14k | 25.12 |
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| Liquidia Technologies (LQDA) | 0.2 | $345k | NEW | 10k | 34.49 |
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| Candel Therapeutics (CADL) | 0.2 | $339k | 60k | 5.65 |
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| Voyager Therapeutics (VYGR) | 0.2 | $294k | -44% | 75k | 3.93 |
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| Trinity Cap (TRIN) | 0.2 | $293k | NEW | 20k | 14.65 |
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| Inhibrx Biosciences (INBX) | 0.2 | $292k | -88% | 3.7k | 79.00 |
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| Kayne Anderson Bdc Com Shs (KBDC) | 0.2 | $286k | NEW | 20k | 14.32 |
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| Cullinan Oncology (CGEM) | 0.1 | $207k | 20k | 10.35 |
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| Aziyo Biologics (ELUT) | 0.1 | $182k | -63% | 263k | 0.69 |
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| Alumis (ALMS) | 0.1 | $98k | 10k | 9.76 |
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| Docgo (DCGO) | 0.0 | $44k | -93% | 50k | 0.88 |
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| Zentalis Pharmaceuticals (ZNTL) | 0.0 | $23k | 17k | 1.35 |
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Past Filings by Birchview Capital
SEC 13F filings are viewable for Birchview Capital going back to 2014
- Birchview Capital 2025 Q4 filed Feb. 13, 2026
- Birchview Capital 2025 Q3 filed Nov. 13, 2025
- Birchview Capital 2025 Q2 filed Aug. 14, 2025
- Birchview Capital 2023 Q3 amended filed June 30, 2025
- Birchview Capital 2023 Q4 amended filed June 30, 2025
- Birchview Capital 2024 Q1 amended filed June 30, 2025
- Birchview Capital 2024 Q2 amended filed June 30, 2025
- Birchview Capital 2024 Q3 amended filed June 30, 2025
- Birchview Capital 2024 Q4 amended filed June 30, 2025
- Birchview Capital 2025 Q1 filed May 15, 2025
- Birchview Capital 2024 Q4 filed Feb. 14, 2025
- Birchview Capital 2024 Q3 filed Nov. 14, 2024
- Birchview Capital 2024 Q2 filed Aug. 13, 2024
- Birchview Capital 2024 Q1 filed May 14, 2024
- Birchview Capital 2023 Q4 filed Feb. 14, 2024
- Birchview Capital 2023 Q3 filed Nov. 14, 2023