§ 13F · FUND PROFILE
Birchview Capital, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $115.5T (13F)Positions · 62Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | KLAC | KLA CORPORATION | 22K | $26.6T | 15.6% | ±0% |
| 2 | BMY | BRISTOL-MYERS SQUIBB CO | 303K | $16.3T | 9.6% | −4% |
| 3 | CMPX | COMPASS THERAPEUTICS INC | 1.59M | $8.6T | 5.0% | +82% |
| 4 | STOK | STOKE THERAPEUTICS INC | 260K | $8.3T | 4.8% | +24% |
| 5 | LRCX | LAM RESEARCH CORPORATION | 40K | $6.9T | 4.0% | NEW |
| 6 | OLMA | OLEMA PHARMACEUTICALS INC | 269K | $6.7T | 3.9% | +55% |
| 7 | GPCR | STRUCTURE THERAPEUTICS INC | 90K | $6.3T | 3.7% | +15% |
| 8 | PTGX | PROTAGONIST THERAPEUTICS INC | 55K | $4.8T | 2.8% | +15% |
| 9 | ACAD | ACADIA PHARMACEUTICALS INC | 171K | $4.6T | 2.7% | ±0% |
| 10 | OVV | OVINTIV INC | 108K | $4.2T | 2.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BIRCHVIEW SIGNAL
AC read
Birchview Capital, LP is a Other fund managing $115489.4 trillion in assets. The fund runs a portfolio of 62 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
8 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed
Q3 2024
Steady book
+0 buys · −0 exits · 0 changed