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 $175.7M across 73 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: KLAC ($29.3M, 16.67%), BMY ($18.6M, 10.57%), CMPX ($7.8M, 4.41%), LRCX ($7.7M, 4.38%), STOK ($6.8M, 3.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KLAC | KLA CORPORATION | $29.3M | 16.67% | 19,883 | Trimmed |
| 2 | BMY | BRISTOL-MYERS SQUIBB CO | $18.6M | 10.57% | 306,268 | Added |
| 3 | CMPX | COMPASS THERAPEUTICS INC | $7.8M | 4.41% | 1.5M | Trimmed |
| 4 | LRCX | LAM RESEARCH CORPORATION | $7.7M | 4.38% | 36,000 | Trimmed |
| 5 | STOK | STOKE THERAPEUTICS INC | $6.8M | 3.89% | 210,000 | Trimmed |
| 6 | OVV | OVINTIV INC | $6.4M | 3.63% | 107,500 | Hold |
| 7 | NTLA | INTELLIA THERAPEUTICS INC | $5.7M | 3.25% | 445,400 | Added |
| 8 | GPCR | STRUCTURE THERAPEUTICS INC | $4.8M | 2.74% | 100,000 | Added |
| 9 | SLDB | SOLID BIOSCIENCES INC | $4.5M | 2.57% | 625,980 | Trimmed |
| 10 | PRTA | PROTHENA CORP PLC | $4.4M | 2.48% | 449,019 | Added |
| 11 | BDSX | BIODESIX INC | $4.2M | 2.37% | 286,804 | Hold |
| 12 | ACAD | ACADIA PHARMACEUTICALS INC | $3.8M | 2.17% | 171,000 | Hold |
| 13 | PTGX | PROTAGONIST THERAPEUTICS INC | $3.7M | 2.10% | 35,000 | Trimmed |
| 14 | NBIX | NEUROCRINE BIOSCIENCES INC | $3.6M | 2.04% | 27,190 | Hold |
| 15 | OLMA | OLEMA PHARMACEUTICALS INC | $3.3M | 1.86% | 219,000 | Trimmed |
| 16 | RLMD | RELMADA THERAPEUTICS INC | $2.8M | 1.62% | 409,387 | New |
| 17 | OCUL | OCULAR THERAPEUTIX INC | $2.7M | 1.54% | 320,000 | New |
| 18 | UTHR | UNITED THERAPEUTICS CORP | $2.7M | 1.52% | 4,500 | Added |
| 19 | CLDX | CELLDEX THERAPEUTICS INC | $2.2M | 1.27% | 70,095 | New |
| 20 | NKTR | NEKTAR THERAPEUTICS | $2.2M | 1.27% | 31,000 | Hold |
| 21 | NVCR | NOVOCURE LTD | $2.2M | 1.26% | 202,330 | Added |
| 22 | EQT | EQT CORPORATION | $2.2M | 1.25% | 34,619 | Hold |
| 23 | PHAT | PHATHOM PHARMACEUTICALS INC | $2.2M | 1.23% | 195,000 | Hold |
| 24 | BCYC | BICYCLE THERAPEUTICS PLC | $2.2M | 1.22% | 463,599 | Added |
| 25 | CMPS | COMPASS PATHWAYS LTD | $2.1M | 1.18% | 375,000 | New |
Source: SEC Form 13F filings · as of 2026-03-31