Funds › Birchview Capital, LP
Birchview Capital, LP
13F for Q3 2026, filed Nov 13, 2026. 79 positions worth $173.1M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$173.1M
−$40.7M (19.0%) vs Q2 2026
Positions
79
72 in Q2 2026
Top 10 share
56.0%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Birchview Capital, LP in the latest 13F quarter?
Using 13F.ai, how has Birchview Capital, LP's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Birchview Capital, LP's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | KLAC KLA Corporation | 166,938 | $32.5M | 18.8% | -6.5% | 13F ↗ |
| 2 | BMY Bristol-Myers Squibb Company | 224,245 | $14.0M | 8.1% | -24.6% | 13F ↗ |
| 3 | LRCX Lam Research Corporation | 30,000 | $9.9M | 5.7% | -14.3% | 13F ↗ |
| 4 | Biodesix Inc | 286,804 | $8.6M | 4.9% | Unchanged | 13F ↗ |
| 5 | CORT Corcept Therapeutics Incorporated | 55,200 | $6.4M | 3.7% | -3.5% | 13F ↗ |
| 6 | OVV Ovintiv Inc. | 107,500 | $6.2M | 3.6% | Unchanged | 13F ↗ |
| 7 | RARE Ultragenyx Pharmaceutical Inc. | 373,671 | $5.6M | 3.2% | New | 13F ↗ |
| 8 | SLDB Solid Biosciences Inc. | 715,955 | $5.2M | 3.0% | +7.5% | 13F ↗ |
| 9 | PTGX Protagonist Therapeutics, Inc. | 35,000 | $4.9M | 2.8% | -0.1% | 13F ↗ |
| 10 | PRTA Prothena Corporation plc | 449,019 | $3.8M | 2.2% | Unchanged | 13F ↗ |
| 11 | HALO Halozyme Therapeutics, Inc. | 33,351 | $3.7M | 2.1% | +0.3% | 13F ↗ |
| 12 | STOK Stoke Therapeutics, Inc. | 138,000 | $3.6M | 2.1% | -22.5% | 13F ↗ |
| 13 | NBIX Neurocrine Biosciences, Inc. | 25,190 | $3.6M | 2.1% | -7.4% | 13F ↗ |
| 14 | ACAD ACADIA Pharmaceuticals Inc. | 171,000 | $3.4M | 2.0% | Unchanged | 13F ↗ |
| 15 | NTLA Intellia Therapeutics, Inc. | 281,365 | $3.4M | 2.0% | -27.1% | 13F ↗ |
| 16 | NKTR Nektar Therapeutics | 46,000 | $2.8M | 1.6% | -43.2% | 13F ↗ |
| 17 | VIR Vir Biotechnology, Inc. | 226,992 | $2.5M | 1.5% | +3.2% | 13F ↗ |
| 18 | ZBIO Zenas BioPharma, Inc. | 93,380 | $2.5M | 1.5% | -0.2% | 13F ↗ |
| 19 | Contineum Therapeutics Inc Put | 3,500 | $2.3M | 1.3% | New | 13F ↗ |
| 20 | ABVX Abivax SA · ADR | 21,000 | $2.1M | 1.2% | +23.5% | 13F ↗ |
| 21 | BIIB Biogen Inc. | 9,000 | $2.0M | 1.2% | Unchanged | 13F ↗ |
| 22 | ALKS Alkermes plc | 50,000 | $2.0M | 1.2% | Unchanged | 13F ↗ |
| 23 | DFTX Definium Therapeutics, Inc. | 52,000 | $2.0M | 1.1% | +160% | 13F ↗ |
| 24 | CYTK Cytokinetics, Incorporated | 30,000 | $2.0M | 1.1% | Unchanged | 13F ↗ |
| 25 | CLDX Celldex Therapeutics, Inc. | 57,200 | $1.9M | 1.1% | -18.2% | 13F ↗ |
| 26 | EQT EQT Corporation | 34,619 | $1.7M | 1.0% | Unchanged | 13F ↗ |
| 27 | CMPX Compass Therapeutics, Inc. | 1.57M | $1.6M | 0.9% | -6.0% | 13F ↗ |
| 28 | XENE Xenon Pharmaceuticals Inc. | 42,995 | $1.6M | 0.9% | +104% | 13F ↗ |
| 29 | RLMD Relmada Therapeutics, Inc. | 408,100 | $1.5M | 0.9% | Unchanged | 13F ↗ |
| 30 | TVTX Travere Therapeutics, Inc. | 25,000 | $1.5M | 0.9% | -13.8% | 13F ↗ |
| 31 | ADAG Adagene Inc. | 430,000 | $1.4M | 0.8% | +79.2% | 13F ↗ |
| 32 | UTHR United Therapeutics Corporation | 2,500 | $1.4M | 0.8% | -44.5% | 13F ↗ |
| 33 | FCX Freeport-McMoRan, Inc. | 18,027 | $1.3M | 0.7% | Unchanged | 13F ↗ |
| 34 | IRLA IRulya Therapeutics Inc. | 40,601 | $1.3M | 0.7% | New | 13F ↗ |
| 35 | VALN Valneva SE | 201,390 | $1.2M | 0.7% | New | 13F ↗ |
| 36 | BBIO BridgeBio Pharma, Inc. | 18,741 | $1.2M | 0.7% | +114% | 13F ↗ |
| 37 | IMNM Immunome, Inc. | 55,600 | $1.2M | 0.7% | +11.2% | 13F ↗ |
| 38 | AXSM Axsome Therapeutics, Inc. | 6,000 | $1.1M | 0.6% | Unchanged | 13F ↗ |
| 39 | Annexon Inc | 4,370 | $1.0M | 0.6% | New | 13F ↗ |
| 40 | JATT JATT II Acquisition Corp | 90,455 | $1.0M | 0.6% | New | 13F ↗ |
| 41 | FHTX Foghorn Therapeutics Inc. | 282,307 | $1.0M | 0.6% | +0.1% | 13F ↗ |
| 42 | PHVS Pharvaris N.V. | 29,847 | $946.7K | 0.5% | Unchanged | 13F ↗ |
| 43 | Quidelortho Corp | 89,377 | $942.0K | 0.5% | Unchanged | 13F ↗ |
| 44 | BLSM BlossomHill Therapeutics, Inc. | 50,000 | $932.0K | 0.5% | New | 13F ↗ |
| 45 | Disc Medicine Inc Put | 450 | $841.5K | 0.5% | New | 13F ↗ |
| 46 | CSTL Castle Biosciences, Inc. | 22,935 | $814.9K | 0.5% | +76.6% | 13F ↗ |
| 47 | DRUG Bright Minds Biosciences Inc. | 15,400 | $767.2K | 0.4% | New | 13F ↗ |
| 48 | HROW Harrow, Inc. | 24,000 | $739.2K | 0.4% | Unchanged | 13F ↗ |
| 49 | BCYC Bicycle Therapeutics plc · ADR | 176,432 | $649.3K | 0.4% | -43.7% | 13F ↗ |
| 50 | VYGR Voyager Therapeutics, Inc. | 224,918 | $602.8K | 0.3% | +199% | 13F ↗ |
Showing the top 50 of 79 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
23 new, 13 added to, 22 trimmed, 16 exited, 21 unchanged. By estimated dollars.
New positions (23)
| RARE Ultragenyx Pharmaceutical Inc. | 373,671 | New | $5.6M |
| Contineum Therapeutics Inc Put | 3,500 | New | $2.3M |
| IRLA IRulya Therapeutics Inc. | 40,601 | New | $1.3M |
| VALN Valneva SE | 201,390 | New | $1.2M |
| Annexon Inc | 4,370 | New | $1.0M |
| JATT JATT II Acquisition Corp | 90,455 | New | $1.0M |
| BLSM BlossomHill Therapeutics, Inc. | 50,000 | New | $932.0K |
| Disc Medicine Inc Put | 450 | New | $841.5K |
| DRUG Bright Minds Biosciences Inc. | 15,400 | New | $767.2K |
| SLGL Sol-Gel Technologies Ltd. | 7,600 | New | $564.5K |
Added to (13)
| DFTX Definium Therapeutics, Inc. | 52,000 | +160% | $1.2M |
| XENE Xenon Pharmaceuticals Inc. | 42,995 | +104% | $816.8K |
| BBIO BridgeBio Pharma, Inc. | 18,741 | +114% | $658.0K |
| ADAG Adagene Inc. | 430,000 | +79.2% | $608.0K |
| VYGR Voyager Therapeutics, Inc. | 224,918 | +199% | $401.4K |
| ABVX Abivax SA · ADR | 21,000 | +23.5% | $396.1K |
| SLDB Solid Biosciences Inc. | 715,955 | +7.5% | $359.8K |
| CSTL Castle Biosciences, Inc. | 22,935 | +76.6% | $353.6K |
| IMNM Immunome, Inc. | 55,600 | +11.2% | $120.5K |
| VIR Vir Biotechnology, Inc. | 226,992 | +3.2% | $78.2K |
Trimmed (22)
| BMY Bristol-Myers Squibb Company | 224,245 | -24.6% | -$4.6M |
| PACB Pacific Biosciences of California, Inc. | 160,000 | -88.1% | -$2.8M |
| KLAC KLA Corporation | 166,938 | -6.5% | -$2.2M |
| NKTR Nektar Therapeutics | 46,000 | -43.2% | -$2.1M |
| LRCX Lam Research Corporation | 30,000 | -14.3% | -$1.6M |
| NTLA Intellia Therapeutics, Inc. | 281,365 | -27.1% | -$1.3M |
| OLMA Olema Oncology, Inc. | 59,000 | -70.4% | -$1.2M |
| UTHR United Therapeutics Corporation | 2,500 | -44.5% | -$1.1M |
| STOK Stoke Therapeutics, Inc. | 138,000 | -22.5% | -$1.0M |
| BCYC Bicycle Therapeutics plc · ADR | 176,432 | -43.7% | -$504.8K |
Exited (16)
| VERA Vera Therapeutics, Inc. | 57,758 | Exited | -$2.5M |
| QURE uniQure N.V. | 50,697 | Exited | -$2.3M |
| BIOA BioAge Labs, Inc. | 69,000 | Exited | -$1.7M |
| GPCR Structure Therapeutics Inc. | 24,000 | Exited | -$1.3M |
| NVO Novo Nordisk A/S · ADR | 24,000 | Exited | -$1.2M |
| FDMT 4D Molecular Therapeutics, Inc. | 48,505 | Exited | -$645.1K |
| URGN UroGen Pharma Ltd. | 16,487 | Exited | -$606.7K |
| PHAT Phathom Pharmaceuticals, Inc. | 55,000 | Exited | -$596.8K |
| SVRA Savara, Inc. | 80,000 | Exited | -$492.8K |
| CADL Candel Therapeutics, Inc. | 47,756 | Exited | -$491.9K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Every position, puts and calls. Part of Premium.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 79 | $173.1M | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 72 | $213.8M | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 73 | $175.7M | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 68 | $170.8M | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 69 | $132.4M | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 71 | $100.7M | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 68 | $115.2M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer