Birchview Capital as of Sept. 30, 2025
Portfolio Holdings for Birchview Capital
Birchview Capital holds 69 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kla Corporation Com New (KLAC) | 17.8 | $24M | 22k | 1078.60 | |
| Bristol Myers Squibb (BMY) | 10.8 | $14M | 317k | 45.10 | |
| Corcept Therapeutics Incorporated (CORT) | 4.2 | $5.6M | 67k | 83.11 | |
| Prothena Corp SHS (PRTA) | 4.0 | $5.4M | 549k | 9.76 | |
| Stoke Therapeutics (STOK) | 3.7 | $4.9M | 210k | 23.50 | |
| Uniqure Nv SHS (QURE) | 3.5 | $4.6M | 79k | 58.37 | |
| Encana Corporation (OVV) | 3.3 | $4.3M | 108k | 40.38 | |
| Neurocrine Biosciences (NBIX) | 3.0 | $4.0M | 29k | 140.38 | |
| ACADIA Pharmaceuticals (ACAD) | 2.8 | $3.6M | 171k | 21.34 | |
| Protagonist Therapeutics (PTGX) | 2.4 | $3.2M | 48k | 66.43 | |
| Compass Therapeutics (CMPX) | 2.3 | $3.1M | 873k | 3.50 | |
| Phreesia (PHR) | 2.0 | $2.7M | 115k | 23.52 | |
| Castle Biosciences (CSTL) | 1.9 | $2.5M | 111k | 22.77 | |
| Structure Therapeutics Spons Adr (GPCR) | 1.6 | $2.2M | 78k | 28.00 | |
| Biodesix (BDSX) | 1.6 | $2.2M | 287k | 7.55 | |
| Quidel Corporation | 1.6 | $2.1M | 73k | 29.45 | |
| Axogen (AXGN) | 1.6 | $2.1M | 119k | 17.84 | |
| Amicus Therapeutics (FOLD) | 1.5 | $2.0M | 253k | 7.88 | |
| Harrow Health (HROW) | 1.5 | $1.9M | 40k | 48.18 | |
| EQT Corporation (EQT) | 1.4 | $1.9M | 35k | 54.43 | |
| Solid Biosciences Com New (SLDB) | 1.4 | $1.8M | 297k | 6.17 | |
| Olema Pharmaceuticals (OLMA) | 1.3 | $1.7M | 174k | 9.79 | |
| Cytokinetics (CYTK) | 1.2 | $1.6M | 30k | 54.96 | |
| Alkermes SHS (ALKS) | 1.1 | $1.5M | 50k | 30.00 | |
| Foghorn Therapeutics (FHTX) | 1.0 | $1.4M | 282k | 4.89 | |
| Novocure Ord Shs (NVCR) | 1.0 | $1.3M | 102k | 12.92 | |
| United Therapeutics Corporation (UTHR) | 0.9 | $1.3M | 3.0k | 419.21 | |
| Immunome (IMNM) | 0.9 | $1.2M | 105k | 11.71 | |
| Masimo Corporation (MASI) | 0.9 | $1.2M | 8.3k | 147.55 | |
| Bicycle Therapeutics Sponsored Ads (BCYC) | 0.9 | $1.2M | 154k | 7.74 | |
| Treace Med Concepts (TMCI) | 0.9 | $1.2M | 177k | 6.71 | |
| Kiniksa Pharmaceuticals | 0.9 | $1.2M | 30k | 38.83 | |
| Outset Med | 0.8 | $1.1M | 79k | 14.12 | |
| Inhibrx Biosciences (INBX) | 0.8 | $1.1M | 32k | 33.68 | |
| Docgo (DCGO) | 0.8 | $1.0M | 764k | 1.36 | |
| Intellia Therapeutics (NTLA) | 0.8 | $1.0M | 60k | 17.27 | |
| Travere Therapeutics (TVTX) | 0.8 | $1.0M | 43k | 23.90 | |
| Phathom Pharmaceuticals (PHAT) | 0.8 | $1.0M | 85k | 11.77 | |
| Scholar Rock Hldg Corp (SRRK) | 0.7 | $968k | 26k | 37.24 | |
| Xenon Pharmaceuticals (XENE) | 0.6 | $843k | 21k | 40.15 | |
| Kalvista Pharmaceuticals (KALV) | 0.6 | $816k | 67k | 12.18 | |
| Halozyme Therapeutics (HALO) | 0.6 | $741k | 10k | 73.34 | |
| Axsome Therapeutics (AXSM) | 0.6 | $729k | 6.0k | 121.45 | |
| Freeport-mcmoran Cl-b CL-B (FCX) | 0.5 | $708k | 18k | 39.22 | |
| Ultragenyx Pharmaceutical (RARE) | 0.5 | $662k | 22k | 30.08 | |
| Pacific Biosciences of California (PACB) | 0.5 | $640k | 500k | 1.28 | |
| Apogee Therapeutics (APGE) | 0.5 | $636k | 16k | 39.73 | |
| Aziyo Biologics (ELUT) | 0.5 | $633k | 711k | 0.89 | |
| Voyager Therapeutics (VYGR) | 0.5 | $630k | 135k | 4.67 | |
| Alphatec Holdings (ATEC) | 0.4 | $480k | 33k | 14.54 | |
| Bridgebio Pharma (BBIO) | 0.3 | $451k | 8.7k | 51.94 | |
| Avalo Therapeutics Com New (AVTX) | 0.3 | $394k | 31k | 12.71 | |
| Guardant Health (GH) | 0.3 | $375k | 6.0k | 62.48 | |
| Pharvaris N V (PHVS) | 0.3 | $370k | 15k | 24.95 | |
| Zenas Biopharma (ZBIO) | 0.3 | $366k | 17k | 22.20 | |
| Gossamer Bio (GOSS) | 0.3 | $363k | 138k | 2.63 | |
| Apellis Pharmaceuticals (APLS) | 0.2 | $317k | 14k | 22.63 | |
| Ventyx Biosciences (VTYX) | 0.2 | $307k | 99k | 3.11 | |
| Candel Therapeutics (CADL) | 0.2 | $306k | 60k | 5.10 | |
| Orthopediatrics Corp. (KIDS) | 0.2 | $297k | 16k | 18.53 | |
| Tela Bio (TELA) | 0.2 | $231k | 155k | 1.49 | |
| Nektar Therapeutics (NKTR) | 0.2 | $229k | 4.0k | 56.90 | |
| Healthcare Select Sector Spdr Fund Sbi Healthcare (XLV) | 0.2 | $209k | 1.5k | 139.17 | |
| Karyopharm Therapeutics | 0.1 | $183k | 28k | 6.54 | |
| Applied Therapeutics (APLT) | 0.1 | $136k | 225k | 0.60 | |
| Cullinan Oncology (CGEM) | 0.1 | $119k | 20k | 5.93 | |
| Inflarx Nv (IFRX) | 0.1 | $67k | 50k | 1.34 | |
| Alumis (ALMS) | 0.0 | $40k | 10k | 3.99 | |
| Zentalis Pharmaceuticals (ZNTL) | 0.0 | $26k | 17k | 1.51 |