§ 13F · FUND PROFILE
Birchview Capital, LP.
AUM · $214M (13F)Positions · 73Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | KLAC | KLA CORPORATION | 178K | $54M | 25.2% | +798% |
| 2 | BMY | BRISTOL-MYERS SQUIBB CO | 297K | $17M | 8.0% | −3% |
| 3 | LRCX | LAM RESEARCH CORPORATION | 35K | $15M | 7.1% | −3% |
| 4 | SLDB | SOLID BIOSCIENCES INC | 666K | $7M | 3.1% | +6% |
| 5 | NTLA | INTELLIA THERAPEUTICS INC | 385K | $7M | 3.0% | −13% |
| 6 | BDSX | BIODESIX INC | 287K | $6M | 3.0% | ±0% |
| 7 | STOK | STOKE THERAPEUTICS INC | 178K | $6M | 2.7% | −15% |
| 8 | OVV | OVINTIV INC | 108K | $6M | 2.6% | ±0% |
| 9 | NKTR | NEKTAR THERAPEUTICS | 81K | $6M | 2.6% | +161% |
| 10 | CORT | CORCEPT THERAPEUTICS INC | 57K | $5M | 2.3% | +21% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BIRCHVIEW SIGNAL
AC read
Birchview Capital, LP is a Other fund managing $214 million in assets. The fund runs a portfolio of 73 positions.
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