§ 13F · FUND PROFILE
Birchview Capital, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $132M (13F)Positions · 69Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | KLAC | KLA CORPORATION | 20K | $29M | 16.7% | −9% |
| 2 | BMY | BRISTOL-MYERS SQUIBB CO | 306K | $19M | 10.6% | +1% |
| 3 | CMPX | COMPASS THERAPEUTICS INC | 1.47M | $8M | 4.4% | −8% |
| 4 | LRCX | LAM RESEARCH CORPORATION | 36K | $8M | 4.4% | −11% |
| 5 | STOK | STOKE THERAPEUTICS INC | 210K | $7M | 3.9% | −19% |
| 6 | OVV | OVINTIV INC | 108K | $6M | 3.6% | ±0% |
| 7 | NTLA | INTELLIA THERAPEUTICS INC | 445K | $6M | 3.3% | +41% |
| 8 | GPCR | STRUCTURE THERAPEUTICS INC | 100K | $5M | 2.7% | +11% |
| 9 | SLDB | SOLID BIOSCIENCES INC | 626K | $5M | 2.6% | −11% |
| 10 | PRTA | PROTHENA CORP PLC | 449K | $4M | 2.5% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BIRCHVIEW SIGNAL
AC read
Birchview Capital, LP is a Other fund managing $132 million in assets. The fund runs a portfolio of 69 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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