Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Birchview Capital, LP (CIK 1618205) reported $213.8M across 72 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: KLAC ($53.8M, 25.18%), BMY ($17.1M, 8.01%), LRCX ($15.2M, 7.09%), NTLA ($6.8M, 3.17%), SLDB ($6.7M, 3.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KLAC | KLA CORPORATION | $53.8M | 25.18% | 178,471 | Added |
| 2 | BMY | BRISTOL-MYERS SQUIBB CO | $17.1M | 8.01% | 297,243 | Trimmed |
| 3 | LRCX | LAM RESEARCH CORPORATION | $15.2M | 7.09% | 35,000 | Trimmed |
| 4 | NTLA | INTELLIA THERAPEUTICS INC | $6.8M | 3.17% | 385,900 | Trimmed |
| 5 | SLDB | SOLID BIOSCIENCES INC | $6.7M | 3.11% | 666,196 | Added |
| 6 | BDSX | BIODESIX INC | $6.5M | 3.02% | 286,804 | Hold |
| 7 | STOK | STOKE THERAPEUTICS INC | $5.8M | 2.73% | 178,110 | Trimmed |
| 8 | OVV | OVINTIV INC | $5.7M | 2.65% | 107,500 | Hold |
| 9 | NKTR | NEKTAR THERAPEUTICS | $5.7M | 2.64% | 81,000 | Added |
| 10 | CORT | CORCEPT THERAPEUTICS INC | $5.0M | 2.33% | 57,200 | Added |
| 11 | NBIX | NEUROCRINE BIOSCIENCES INC | $4.6M | 2.14% | 27,190 | Hold |
| 12 | PRTA | PROTHENA CORP PLC | $4.4M | 2.06% | 449,019 | Hold |
| 13 | ACAD | ACADIA PHARMACEUTICALS INC | $4.3M | 2.02% | 171,000 | Hold |
| 14 | PTGX | PROTAGONIST THERAPEUTICS INC | $4.3M | 2.01% | 35,018 | Added |
| 15 | CMPX | COMPASS THERAPEUTICS INC | $3.7M | 1.72% | 1.7M | Added |
| 16 | RLMD | RELMADA THERAPEUTICS INC | $2.8M | 1.32% | 408,100 | Trimmed |
| 17 | ALKS | ALKERMES PLC | $2.6M | 1.23% | 50,000 | Hold |
| 18 | CLDX | CELLDEX THERAPEUTICS INC | $2.6M | 1.22% | 69,900 | Trimmed |
| 19 | HALO | HALOZYME THERAPEUTICS INC | $2.6M | 1.22% | 33,251 | Added |
| 20 | CYTK | CYTOKINETICS INC | $2.6M | 1.20% | 30,000 | Hold |
| 21 | OLMA | OLEMA PHARMACEUTICALS INC | $2.5M | 1.16% | 199,000 | Trimmed |
| 22 | VERA | VERA THERAPEUTICS INC | $2.5M | 1.16% | 57,758 | Added |
| 23 | UTHR | UNITED THERAPEUTICS CORP | $2.4M | 1.14% | 4,506 | Added |
| 24 | ZBIO | ZENAS BIOPHARMA INC | $2.4M | 1.11% | 93,601 | Added |
| 25 | QURE | UNIQURE NV | $2.3M | 1.09% | 50,697 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30