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Birchview Capital LP

Portfolio Manager
Birchview Capital LP
Performance
+3.76% (2026 Q1)
AUM (13F)
$175.66M
# of Holdings
73
Performance Rank
Allocation (Top 20)
72.35%

Birchview Capital LP Holdings Map

Top 50 Birchview Capital LP Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
KLAC
KLA CORPORATION
16.67%19.9K$29.3M
-9.14%(-2.00K)
2025-Q1: 0 shares2025-Q2: 15.8K shares2025-Q3: 21.9K shares2025-Q4: 21.9K shares2026-Q1: 19.9K shares
$840.52(-71.98%)
2026-03-31
BMY
BRISTOL-MYERS SQUIBB CO
10.57%306.3K$18.6M
+1.13%(+3.43K)
2025-Q1: 685.2K shares2025-Q2: 323.4K shares2025-Q3: 316.8K shares2025-Q4: 302.8K shares2026-Q1: 306.3K shares
$57.18(+1.66%)
2026-03-31
CMPX
COMPASS THERAPEUTICS INC
4.41%1.47M$7.8M
-7.98%(-127.07K)
2025-Q1: 24.0K shares2025-Q2: 0 shares2025-Q3: 872.9K shares2025-Q4: 1.59M shares2026-Q1: 1.47M shares
$3.66(-37.90%)
2026-03-31
LRCX
LAM RESEARCH CORPORATION
4.38%36.0K$7.7M
-10.73%(-4.33K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 40.3K shares2026-Q1: 36.0K shares
$152.54(+130.37%)
2026-03-31
STOK
STOKE THERAPEUTICS INC
3.89%210.0K$6.8M
-19.23%(-50.00K)
2025-Q1: 210.0K shares2025-Q2: 210.0K shares2025-Q3: 210.0K shares2025-Q4: 260.0K shares2026-Q1: 210.0K shares
$12.96(+152.38%)
2026-03-31
OVV
OVINTIV INC
3.63%107.5K$6.4M
+0.00%(+0)
2025-Q1: 52.2K shares2025-Q2: 107.5K shares2025-Q3: 107.5K shares2025-Q4: 107.5K shares2026-Q1: 107.5K shares
$38.64(+37.05%)
2026-03-31
NTLA
INTELLIA THERAPEUTICS INC
3.25%445.4K$5.7M
+41.22%(+130.00K)
2025-Q1: 0 shares2025-Q2: 60.0K shares2025-Q3: 60.0K shares2025-Q4: 315.4K shares2026-Q1: 445.4K shares
$11.89(+47.72%)
2026-03-31
GPCR
STRUCTURE THERAPEUTICS INC
2.74%100.0K$4.8M
+11.11%(+10.00K)
2025-Q1: 0 shares2025-Q2: 36.0K shares2025-Q3: 78.0K shares2025-Q4: 90.0K shares2026-Q1: 100.0K shares
$29.27(+82.62%)
2026-03-31
SLDB
SOLID BIOSCIENCES INC
2.57%626.0K$4.5M
-11.33%(-79.97K)
2025-Q1: 128.8K shares2025-Q2: 178.8K shares2025-Q3: 297.0K shares2025-Q4: 706.0K shares2026-Q1: 626.0K shares
$5.37(+101.75%)
2026-03-31
PRTA
PROTHENA CORP PLC
2.48%449.0K$4.4M
+1.81%(+8.00K)
2025-Q1: 333.0K shares2025-Q2: 451.0K shares2025-Q3: 549.0K shares2025-Q4: 441.0K shares2026-Q1: 449.0K shares
$21.69(-55.33%)
2026-03-31

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