Institutional
Birchview Capital, LP
CIK 0001618205
$175.7M
Reported AUM
73
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Birchview Capital, LP · Q1 2026
AI · grounded in 13F
Birchview Capital, LP closed its position in Amicus Therapeutics Inc AM6, reducing exposure by $3.6M. The fund established new positions in Relmada Therapeutics Inc RLMD for $2.8M and Ocular Therapeutix Inc OCUL for $2.7M. Additionally, the fund increased its stake in Intellia Therapeutics Inc NTLA by 41.2%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | KLAC | KLA CORPORATION | $180.33 | 5.96% | 104.70% | 456.24% | $29.3M | 16.67% | — | HELD |
| 2 | BMY | BRISTOL-MYERS SQUIBB CO | $64.86 | 2.79% | 49.51% | 15.83% | $18.6M | 10.57% | — | HELD |
| 3 | CMPX | COMPASS THERAPEUTICS INC | $1.94 | 0.00% | -34.41% | -44.71% | $7.8M | 4.41% | — | HELD |
| 4 | LRCX | LAM RESEARCH CORPORATION | $297.72 | 17.98% | 163.30% | 339.52% | $7.7M | 4.38% | — | HELD |
| 5 | STOK | STOKE THERAPEUTICS INC | $30.04 | 1.90% | 132.69% | 14.74% | $6.8M | 3.89% | — | HELD |
| 6 | OVV | OVINTIV INC | $61.62 | 0.55% | 59.45% | 154.33% | $6.4M | 3.63% | — | HELD |
| 7 | NTLA | INTELLIA THERAPEUTICS INC | $11.09 | 2.69% | -3.48% | -93.09% | $5.7M | 3.25% | — | HELD |
| 8 | GPCR | STRUCTURE THERAPEUTICS INC | $49.47 | 4.48% | 169.19% | 99.03% | $4.8M | 2.74% | — | HELD |
| 9 | SLDB | SOLID BIOSCIENCES INC | $8.49 | 5.60% | 24.30% | -79.11% | $4.5M | 2.57% | — | HELD |
| 10 | PRTA | PROTHENA CORP PLC | $8.41 | -1.75% | 23.49% | -87.47% | $4.4M | 2.48% | — | HELD |
| 11 | BDSX | BIODESIX INC | $21.33 | 4.69% | 193.87% | -88.17% | $4.2M | 2.37% | — | HELD |
| 12 | ACAD | ACADIA PHARMACEUTICALS INC | $26.55 | 0.80% | 11.09% | 49.29% | $3.8M | 2.17% | — | HELD |
| 13 | PTGX | PROTAGONIST THERAPEUTICS INC | $138.64 | 4.24% | 152.63% | 180.39% | $3.7M | 2.10% | — | HELD |
| 14 | NBIX | NEUROCRINE BIOSCIENCES INC | $185.50 | 2.61% | 43.90% | 94.85% | $3.6M | 2.04% | — | HELD |
| 15 | OLMA | OLEMA PHARMACEUTICALS INC | $11.82 | 5.63% | 108.82% | -62.80% | $3.3M | 1.86% | — | HELD |
| 16 | RLMD | RELMADA THERAPEUTICS INC | $5.35 | 4.09% | 799.15% | -77.81% | $2.8M | 1.62% | — | HELD |
| 17 | OCUL | OCULAR THERAPEUTIX INC | $8.47 | 1.32% | -29.99% | -20.98% | $2.7M | 1.54% | — | HELD |
| 18 | UTHR | UNITED THERAPEUTICS CORP | $525.82 | 0.21% | 78.31% | 144.20% | $2.7M | 1.52% | — | HELD |
| 19 | NKTR | NEKTAR THERAPEUTICS | $71.45 | 1.09% | 211.02% | -69.25% | $2.2M | 1.27% | — | HELD |
| 20 | CLDX | CELLDEX THERAPEUTICS INC | $38.49 | 2.61% | 70.78% | -28.02% | $2.2M | 1.27% | — | HELD |
| 21 | NVCR | NOVOCURE LTD | $15.23 | 0.20% | 34.54% | -88.65% | $2.2M | 1.26% | — | HELD |
| 22 | EQT | EQT CORPORATION | $52.71 | 0.27% | 1.62% | 207.04% | $2.2M | 1.25% | — | HELD |
| 23 | PHAT | PHATHOM PHARMACEUTICALS INC | $9.03 | -22.42% | 39.40% | -67.29% | $2.2M | 1.23% | — | HELD |
| 24 | BCYC | BICYCLE THERAPEUTICS PLC | $4.01 | 3.89% | -49.81% | -88.77% | $2.2M | 1.22% | — | HELD |
| 25 | CMPS | COMPASS PATHWAYS LTD | $11.57 | 6.15% | 166.59% | -65.87% | $2.1M | 1.18% | — | HELD |
| 26 | PACB | PACIFIC BIOSCIENCES OF CALIFORNIA INC | $1.48 | 5.71% | 8.20% | -95.40% | $2.0M | 1.13% | — | HELD |
| 27 | CYTK | CYTOKINETICS INC | $80.42 | 2.59% | 118.34% | 142.98% | $2.0M | 1.13% | — | HELD |
| 28 | CORT | CORCEPT THERAPEUTICS INC | — | — | 71.48% | 456.02% | $1.9M | 1.08% | — | HELD |
| 29 | VERA | VERA THERAPEUTICS INC | $33.05 | 1.66% | 55.85% | 121.51% | $1.8M | 1.01% | — | HELD |
| 30 | ALKS | ALKERMES PLC | $50.03 | 3.50% | 88.84% | 60.39% | $1.8M | 1.01% | — | HELD |
| 31 | — | ENGENE HOLDINGS INC | — | — | — | — | $1.7M | 0.97% | — | HELD |
| 32 | QURE | UNIQURE NV | $42.19 | 5.29% | — | — | $1.6M | 0.94% | — | HELD |
| 33 | ZBIO | ZENAS BIOPHARMA INC | $32.27 | 3.80% | — | — | $1.4M | 0.78% | — | HELD |
| 34 | QDELUSD | QUIDELORTHO CORP | — | — | — | — | $1.4M | 0.77% | — | HELD |
| 35 | FHTX | FOGHORN THERAPEUTICS INC | $4.74 | 0.00% | — | — | $1.3M | 0.77% | — | HELD |
| 36 | RARE | ULTRAGENYX PHARMACEUTICAL INC | $26.04 | 4.16% | — | — | $1.3M | 0.74% | — | HELD |
| 37 | XENE | XENON PHARMACEUTICALS INC | $64.19 | 1.73% | — | — | $1.2M | 0.70% | — | HELD |
| 38 | KALV | KALVISTA PHARMACEUTICALS INC | — | — | — | — | $1.1M | 0.65% | — | HELD |
| 39 | IMNM | IMMUNOME INC | $23.08 | -0.13% | — | — | $1.1M | 0.62% | — | HELD |
| 40 | FCX | FREEPORT-MCMORAN CL-B | $63.44 | 5.75% | — | — | $1.1M | 0.60% | — | HELD |
| 41 | AXSM | AXSOME THERAPEUTICS INC | $234.64 | 3.17% | — | — | $1.0M | 0.58% | — | HELD |
| 42 | BIIB | BIOGEN INC | $207.93 | -0.62% | — | — | $917K | 0.52% | — | HELD |
| 43 | LPCN | LIPOCINE INC | $2.11 | 1.93% | — | — | $893K | 0.51% | — | HELD |
| 44 | TVTX | TRAVERE THERAPEUTICS INC | $57.28 | 3.10% | — | — | $868K | 0.49% | — | HELD |
| 45 | HROW | HARROW HEALTH INC | $38.94 | 0.67% | — | — | $846K | 0.48% | — | HELD |
| 46 | PHVS | PHARVARIS N V | $33.88 | 3.86% | — | — | $843K | 0.48% | — | HELD |
| 47 | VSTM | VERASTEM INC | $6.10 | 1.50% | — | — | $795K | 0.45% | — | HELD |
| 48 | APGE | APOGEE THERAPEUTICS INC | $134.30 | 0.07% | — | — | $758K | 0.43% | — | HELD |
| 49 | HALO | HALOZYME THERAPEUTICS INC | $83.30 | 0.02% | — | — | $653K | 0.37% | — | HELD |
| 50 | BBIO | BRIDGEBIO PHARMA INC | $82.14 | -1.68% | — | — | $645K | 0.37% | — | HELD |
| 51 | APLSUSD | APELLIS PHARMACEUTICALS INC | — | — | — | — | $563K | 0.32% | — | HELD |
| 52 | IDYA | IDEAYA BIOSCIENCES INC | $36.40 | 2.28% | — | — | $562K | 0.32% | — | HELD |
| 53 | RCUS | ARCUS BIOSCIENCES INC | $28.25 | 6.81% | — | — | $559K | 0.32% | — | HELD |
| 54 | RGNX | REGENXBIO INC | $10.12 | 5.20% | — | — | $555K | 0.32% | — | HELD |
| 55 | KPTIEUR | KARYOPHARM THERAPEUTICS INC | — | — | — | — | $468K | 0.27% | — | HELD |
| 56 | RCKT | ROCKET PHARMACEUTICALS INC | $3.21 | 2.23% | — | — | $455K | 0.26% | — | HELD |
| 57 | VRDN | VIRIDIAN THERAPEUTICS INC | $19.90 | 0.10% | — | — | $393K | 0.22% | — | HELD |
| 58 | OMGBP | OUTSET MEDICAL INC | — | — | — | — | $380K | 0.22% | — | HELD |
| 59 | LUNG | PULMONX CORP | $1.61 | 28.80% | — | — | $323K | 0.18% | — | HELD |
| 60 | CSTL | CASTLE BIOSCIENCES INC | $26.79 | 9.53% | — | — | $317K | 0.18% | — | HELD |
| 61 | TRIN | TRINITY CAP INC | $17.41 | -0.91% | — | — | $294K | 0.17% | — | HELD |
| 62 | CADL | CANDEL THERAPEUTICS INC | $9.87 | 5.00% | — | — | $294K | 0.17% | — | HELD |
| 63 | VYGR | VOYAGER THERAPEUTICS INC | $3.13 | 4.33% | — | — | $289K | 0.16% | — | HELD |
| 64 | CGEM | CULLINAN THERAPEUTICS INC | $17.52 | 1.80% | — | — | $284K | 0.16% | — | HELD |
| 65 | KBDC | KAYNE ANDERSON BDC INC | $13.47 | -0.37% | — | — | $274K | 0.16% | — | HELD |
| 66 | GRCE | GRACE THERAPEUTICS INC | $2.07 | -0.48% | — | — | $232K | 0.13% | — | HELD |
| 67 | ELUT | ELUTIA INC | $0.90 | 2.84% | — | — | $173K | 0.10% | — | HELD |
| 68 | KYNB | KYNTRA BIO INC | $6.79 | 0.15% | — | — | $153K | 0.09% | — | HELD |
| 69 | QNRX | QUOIN PHARMACEUTICALS LTD | $4.40 | 2.92% | — | — | $132K | 0.08% | — | HELD |
| 70 | PHR | PHREESIA INC | $10.61 | -4.76% | — | — | $120K | 0.07% | — | HELD |
| 71 | ZNTL | ZENTALIS PHARMACEUTICALS INC | $4.92 | 5.35% | — | — | $41K | 0.02% | — | HELD |
| 72 | DCGO | DOCGO INC | $0.67 | 2.62% | — | — | $25K | 0.01% | — | HELD |
| 73 | GOSS | GOSSAMER BIO INC | $0.18 | -14.01% | — | — | $6K | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0001618205-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.