Institutions / Birchview Capital, LP / Holdings

Birchview Capital, LP

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
KLA CORP	—	$26.59M	21,883	15.6%
BRISTOL MYERS SQUIBB CO	—	$16.34M	302,842	9.6%
Compass Therapeutics, Inc.	—	$8.55M	1,592,938	5.0%
Stoke Therapeutics, Inc.	—	$8.25M	260,000	4.8%
LAM RESEARCH CORP	—	$6.90M	40,329	4.0%
Olema Pharmaceuticals, Inc.	—	$6.72M	269,000	3.9%
Structure Therapeutics Inc.GPCR	ADR	$6.26M	90,000	3.7%
PROTAGONIST THERAPEUTICS INC	—	$4.80M	55,000	2.8%
ACADIA Pharmaceuticals Inc	—	$4.57M	171,000	2.7%
Ovintiv Inc.	—	$4.21M	107,500	2.5%
PROTHENA CORP PUBLIC LTD CO	—	$4.21M	441,019	2.5%
Solid Biosciences Inc.SLDB	Common Stock	$3.98M	705,955	2.3%
NEUROCRINE BIOSCIENCES INC	—	$3.86M	27,190	2.3%
AMICUS THERAPEUTICS INC	—	$3.60M	253,000	2.1%
Bicycle Therapeutics plcBCYC	ADR	$3.28M	462,700	1.9%
Phathom Pharmaceuticals, Inc.PHAT	Common Stock	$3.24M	195,000	1.9%
Castle Biosciences, Inc.	—	$3.14M	80,600	1.8%
Intellia Therapeutics, Inc.	—	$2.84M	315,400	1.7%
Immunome Inc.	—	$2.79M	130,000	1.6%
CORCEPT THERAPEUTICS INC	—	$2.34M	67,200	1.4%
Vera Therapeutics, Inc.	—	$2.23M	44,000	1.3%
QUIDELORTHO CORP	—	$2.07M	72,548	1.2%
NovoCure Ltd	—	$1.97M	152,100	1.2%
BIODESIX INC	—	$1.95M	286,804	1.1%
Cytokinetics Inc	—	$1.91M	30,000	1.1%
Phreesia, Inc.	—	$1.87M	110,700	1.1%
EQT Corp	—	$1.86M	34,619	1.1%
Harrow, Inc.	—	$1.67M	34,000	1.0%
Travere Therapeutics, Inc.	—	$1.64M	43,000	1.0%
Foghorn Therapeutics Inc.	—	$1.52M	281,730	0.9%
United Therapeutics Corp	—	$1.46M	3,000	0.9%
Ultragenyx Pharmaceutical Inc.	—	$1.43M	62,000	0.8%
Alkermes plc.	—	$1.40M	50,000	0.8%
NEKTAR THERAPEUTICS	—	$1.31M	31,000	0.8%
Apogee Therapeutics, Inc.	—	$1.21M	16,000	0.7%
Verastem, Inc.	—	$1.16M	150,000	0.7%
Axsome Therapeutics, Inc.	—	$1.11M	6,061	0.6%
Masimo Corporation	—	$1.08M	8,280	0.6%
10x Genomics, Inc.	—	$962.3K	59,000	0.6%
Xenon Pharmaceuticals Inc.	—	$941.2K	21,000	0.6%
PACIFIC BIOSCIENCES OF CALIFORNIA, INC.	—	$935.0K	500,000	0.5%
KalVista Pharmaceuticals Inc	—	$920.5K	57,000	0.5%
FREEPORT-MCMORAN INC	—	$916.6K	18,046	0.5%
Ventyx Biosciences, Inc.	—	$910.5K	100,827	0.5%
Pharvaris N.V.	—	$828.3K	29,847	0.5%
Illumina Inc	—	$787.0K	6,000	0.5%
UNIQURE NV	—	$736.8K	30,789	0.4%
Halozyme Therapeutics Inc	—	$679.7K	10,100	0.4%
BIOHAVEN LTD	—	$670.2K	59,365	0.4%
BridgeBio Pharma, Inc.	—	$664.5K	8,688	0.4%