Sponsored

The Analysis of Birchview Capital, LP's Holdings & P&L

Currently, Birchview Capital, LP holds 73 types of securities in its portfolio with a total value $175.7M. In the most recent quarter, they have increased their positions in RLMD (+409.4K shares, valued at $2.8M), OCUL (+320.0K shares, valued at $2.7M), CLDX (+70.1K shares, valued at $2.2M); decreased their positions in KLAC (-2.0K shares, valued at $2.9M), PTGX (-20.0K shares, valued at $2.1M), IMNM (-80.0K shares, valued at $1.7M); initiated new positions in RLMD (+409.4K shares, valued at $2.8M), OCUL (+320.0K shares, valued at $2.7M), CLDX (+70.1K shares, valued at $2.2M).

1M P&L

+10.1M+1.95%

3M P&L

+78.1M+17.44%

HY P&L

+162.7M+44.82%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology80.9M

53.7%

2Semiconductor Equipment & Materials26.6M

17.6%

3Drug Manufacturers - General16.3M

10.8%

Top Industries by Stock Count

1Biotechnology36 stocks

61.0%

2Medical Devices8 stocks

13.6%

3Drug Manufacturers - Specialty & Generic4 stocks

6.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

KLAC KLA CORPORATION19.9K shares-9.14%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO306.3K shares1.13%2026-03-312026-05-15

CMPX COMPASS THERAPEUTICS INC1.5M shares-7.98%2026-03-312026-05-15

LAM RESEARCH CORPORATION LAM RESEARCH CORPORATION36.0K shares-10.73%2026-03-312026-05-15

STOK STOKE THERAPEUTICS INC210.0K shares-19.23%2026-03-312026-05-15

OVV OVINTIV INC107.5K shares0.00%2026-03-312026-05-15

NTLA INTELLIA THERAPEUTICS INC445.4K shares41.22%2026-03-312026-05-15

GPCR STRUCTURE THERAPEUTICS INC100.0K shares11.11%2026-03-312026-05-15

Sponsored

SOLID BIOSCIENCES INC SOLID BIOSCIENCES INC626.0K shares-11.33%2026-03-312026-05-15

PRTA PROTHENA CORP PLC449.0K shares1.81%2026-03-312026-05-15

BIODESIX INC BIODESIX INC286.8K shares0.00%2026-03-312026-05-15

ACAD ACADIA PHARMACEUTICALS INC171.0K shares0.00%2026-03-312026-05-15

PTGX PROTAGONIST THERAPEUTICS INC35.0K shares-36.36%2026-03-312026-05-15

NBIX NEUROCRINE BIOSCIENCES INC27.2K shares0.00%2026-03-312026-05-15

OLMA OLEMA PHARMACEUTICALS INC219.0K shares-18.59%2026-03-312026-05-15

RLMD RELMADA THERAPEUTICS INC409.4K sharesnew addition2026-03-312026-05-15

Sponsored

OCUL OCULAR THERAPEUTIX INC320.0K sharesnew addition2026-03-312026-05-15

UTHR UNITED THERAPEUTICS CORP4.5K shares50.00%2026-03-312026-05-15

NEKTAR THERAPEUTICS NEKTAR THERAPEUTICS31.0K shares0.00%2026-03-312026-05-15

CLDX CELLDEX THERAPEUTICS INC70.1K sharesnew addition2026-03-312026-05-15

NVCR NOVOCURE LTD202.3K shares33.02%2026-03-312026-05-15

EQT CORPORATION EQT CORPORATION34.6K shares0.00%2026-03-312026-05-15

PHAT PHATHOM PHARMACEUTICALS INC195.0K shares0.00%2026-03-312026-05-15

BCYC BICYCLE THERAPEUTICS PLC463.6K shares0.19%2026-03-312026-05-15

Sponsored

CMPS COMPASS PATHWAYS LTD375.0K sharesnew addition2026-03-312026-05-15

PACB PACIFIC BIOSCIENCES OF CALIFORNIA INC1.5M shares200.00%2026-03-312026-05-15

CYTK CYTOKINETICS INC30.0K shares0.00%2026-03-312026-05-15

CORT CORCEPT THERAPEUTICS INC47.2K shares-29.76%2026-03-312026-05-15

VERA VERA THERAPEUTICS INC44.0K shares0.00%2026-03-312026-05-15

ALKS ALKERMES PLC50.0K shares0.00%2026-03-312026-05-15

ENGENE HOLDINGS INC ENGENE HOLDINGS INC250.0K sharesnew addition2026-03-312026-05-15

QURE UNIQURE NV100.7K shares227.06%2026-03-312026-05-15

Sponsored

ZBIO ZENAS BIOPHARMA INC70.0K sharesnew addition2026-03-312026-05-15

QUIDELORTHO CORP QUIDELORTHO CORP82.5K shares13.78%2026-03-312026-05-15

FHTX FOGHORN THERAPEUTICS INC281.7K shares0.00%2026-03-312026-05-15

RARE ULTRAGENYX PHARMACEUTICAL INC62.0K shares0.00%2026-03-312026-05-15

XENE XENON PHARMACEUTICALS INC21.0K shares0.00%2026-03-312026-05-15

KALV KALVISTA PHARMACEUTICALS INC57.0K shares0.00%2026-03-312026-05-15

IMNM IMMUNOME INC50.0K shares-61.54%2026-03-312026-05-15

FCX FREEPORT-MCMORAN CL-B18.0K shares-0.03%2026-03-312026-05-15

Sponsored

AXSM AXSOME THERAPEUTICS INC6.0K shares-1.01%2026-03-312026-05-15

BIIB BIOGEN INC5.0K sharesnew addition2026-03-312026-05-15

LIPOCINE INC LIPOCINE INC111.8K sharesnew addition2026-03-312026-05-15

TVTX TRAVERE THERAPEUTICS INC29.2K shares-32.09%2026-03-312026-05-15

HROW HARROW HEALTH INC24.0K shares-29.41%2026-03-312026-05-15

PHVS PHARVARIS N V29.8K shares0.00%2026-03-312026-05-15

VERASTEM INC VERASTEM INC150.0K shares0.00%2026-03-312026-05-15

APGE APOGEE THERAPEUTICS INC9.0K shares-43.75%2026-03-312026-05-15

Sponsored

HALO HALOZYME THERAPEUTICS INC10.1K shares0.00%2026-03-312026-05-15

BBIO BRIDGEBIO PHARMA INC8.7K shares0.00%2026-03-312026-05-15

APLS APELLIS PHARMACEUTICALS INC14.0K shares0.00%2026-03-312026-05-15

IDYA IDEAYA BIOSCIENCES INC16.9K sharesnew addition2026-03-312026-05-15

RCUS ARCUS BIOSCIENCES INC25.9K sharesnew addition2026-03-312026-05-15

RGNX REGENXBIO INC66.3K sharesnew addition2026-03-312026-05-15

KARYOPHARM THERAPEUTICS INC KARYOPHARM THERAPEUTICS INC84.0K sharesnew addition2026-03-312026-05-15

RCKT ROCKET PHARMACEUTICALS INC127.0K sharesnew addition2026-03-312026-05-15

Sponsored

VRDN VIRIDIAN THERAPEUTICS INC20.1K sharesnew addition2026-03-312026-05-15

OM OUTSET MEDICAL INC98.9K shares-0.03%2026-03-312026-05-15

LUNG PULMONX CORP250.2K shares-0.14%2026-03-312026-05-15

CSTL CASTLE BIOSCIENCES INC12.9K shares-84.00%2026-03-312026-05-15

TRIN TRINITY CAP INC20.0K shares0.00%2026-03-312026-05-15

CADL CANDEL THERAPEUTICS INC60.0K shares0.00%2026-03-312026-05-15

VYGR VOYAGER THERAPEUTICS INC74.9K shares0.00%2026-03-312026-05-15

CGEM CULLINAN THERAPEUTICS INC20.0K shares0.00%2026-03-312026-05-15

Sponsored

KBDC KAYNE ANDERSON BDC INC20.0K shares0.00%2026-03-312026-05-15

GRACE THERAPEUTICS INC GRACE THERAPEUTICS INC50.0K sharesnew addition2026-03-312026-05-15

ELUT ELUTIA INC165.1K shares-37.23%2026-03-312026-05-15

FGEN KYNTRA BIO INC22.6K sharesnew addition2026-03-312026-05-15

QUOIN PHARMACEUTICALS LTD QUOIN PHARMACEUTICALS LTD20.0K sharesnew addition2026-03-312026-05-15

PHR PHREESIA INC14.3K shares-87.08%2026-03-312026-05-15

ZNTL ZENTALIS PHARMACEUTICALS INC17.5K shares2.96%2026-03-312026-05-15

DCGO DOCGO INC39.6K shares-20.71%2026-03-312026-05-15

Sponsored

GOSS GOSSAMER BIO INC18.2K shares-86.85%2026-03-312026-05-15

KLAC

KLA CORPORATION

-9.14%

Shares19.9K

Event2026-03-31

Filed2026-05-15

BMY

BRISTOL-MYERS SQUIBB CO

1.13%

Shares306.3K

Event2026-03-31

Filed2026-05-15

CMPX

COMPASS THERAPEUTICS INC

-7.98%

Shares1.5M

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORPORATION

-10.73%

Shares36.0K

Event2026-03-31

Filed2026-05-15

STOK

STOKE THERAPEUTICS INC

-19.23%

Shares210.0K

Event2026-03-31

Filed2026-05-15

OVV

OVINTIV INC

0.00%

Shares107.5K

Event2026-03-31

Filed2026-05-15

NTLA

INTELLIA THERAPEUTICS INC

41.22%

Shares445.4K

Event2026-03-31

Filed2026-05-15

GPCR

STRUCTURE THERAPEUTICS INC

11.11%

Shares100.0K

Event2026-03-31

Filed2026-05-15

SOLID BIOSCIENCES INC

-11.33%

Shares626.0K

Event2026-03-31

Filed2026-05-15

PRTA

PROTHENA CORP PLC

1.81%

Shares449.0K

Event2026-03-31

Filed2026-05-15

BIODESIX INC

0.00%

Shares286.8K

Event2026-03-31

Filed2026-05-15

ACAD

ACADIA PHARMACEUTICALS INC

0.00%

Shares171.0K

Event2026-03-31

Filed2026-05-15

PTGX

PROTAGONIST THERAPEUTICS INC

-36.36%

Shares35.0K

Event2026-03-31

Filed2026-05-15

NBIX

NEUROCRINE BIOSCIENCES INC

0.00%

Shares27.2K

Event2026-03-31

Filed2026-05-15

OLMA

OLEMA PHARMACEUTICALS INC

-18.59%

Shares219.0K

Event2026-03-31

Filed2026-05-15

RLMD

RELMADA THERAPEUTICS INC

New

Shares409.4K

Event2026-03-31

Filed2026-05-15

OCUL

OCULAR THERAPEUTIX INC

New

Shares320.0K

Event2026-03-31

Filed2026-05-15

UTHR

UNITED THERAPEUTICS CORP

50.00%

Shares4.5K

Event2026-03-31

Filed2026-05-15

NEKTAR THERAPEUTICS

0.00%

Shares31.0K

Event2026-03-31

Filed2026-05-15

CLDX

CELLDEX THERAPEUTICS INC

New

Shares70.1K

Event2026-03-31

Filed2026-05-15

NVCR

NOVOCURE LTD

33.02%

Shares202.3K

Event2026-03-31

Filed2026-05-15

EQT CORPORATION

0.00%

Shares34.6K

Event2026-03-31

Filed2026-05-15

PHAT

PHATHOM PHARMACEUTICALS INC

0.00%

Shares195.0K

Event2026-03-31

Filed2026-05-15

BCYC

BICYCLE THERAPEUTICS PLC

0.19%

Shares463.6K

Event2026-03-31

Filed2026-05-15

CMPS

COMPASS PATHWAYS LTD

New

Shares375.0K

Event2026-03-31

Filed2026-05-15

PACB

PACIFIC BIOSCIENCES OF CALIFORNIA INC

200.00%

Shares1.5M

Event2026-03-31

Filed2026-05-15

CYTK

CYTOKINETICS INC

0.00%

Shares30.0K

Event2026-03-31

Filed2026-05-15

CORT

CORCEPT THERAPEUTICS INC

-29.76%

Shares47.2K

Event2026-03-31

Filed2026-05-15

VERA

VERA THERAPEUTICS INC

0.00%

Shares44.0K

Event2026-03-31

Filed2026-05-15

ALKS

ALKERMES PLC

0.00%

Shares50.0K

Event2026-03-31

Filed2026-05-15

ENGENE HOLDINGS INC

New

Shares250.0K

Event2026-03-31

Filed2026-05-15

QURE

UNIQURE NV

227.06%

Shares100.7K

Event2026-03-31

Filed2026-05-15

ZBIO

ZENAS BIOPHARMA INC

New

Shares70.0K

Event2026-03-31

Filed2026-05-15

QUIDELORTHO CORP

13.78%

Shares82.5K

Event2026-03-31

Filed2026-05-15

FHTX

FOGHORN THERAPEUTICS INC

0.00%

Shares281.7K

Event2026-03-31

Filed2026-05-15

RARE

ULTRAGENYX PHARMACEUTICAL INC

0.00%

Shares62.0K

Event2026-03-31

Filed2026-05-15

XENE

XENON PHARMACEUTICALS INC

0.00%

Shares21.0K

Event2026-03-31

Filed2026-05-15

KALV

KALVISTA PHARMACEUTICALS INC

0.00%

Shares57.0K

Event2026-03-31

Filed2026-05-15

IMNM

IMMUNOME INC

-61.54%

Shares50.0K

Event2026-03-31

Filed2026-05-15

FCX

FREEPORT-MCMORAN CL-B

-0.03%

Shares18.0K

Event2026-03-31

Filed2026-05-15

AXSM

AXSOME THERAPEUTICS INC

-1.01%

Shares6.0K

Event2026-03-31

Filed2026-05-15

BIIB

BIOGEN INC

New

Shares5.0K

Event2026-03-31

Filed2026-05-15

LIPOCINE INC

New

Shares111.8K

Event2026-03-31

Filed2026-05-15

TVTX

TRAVERE THERAPEUTICS INC

-32.09%

Shares29.2K

Event2026-03-31

Filed2026-05-15

HROW

HARROW HEALTH INC

-29.41%

Shares24.0K

Event2026-03-31

Filed2026-05-15

PHVS

PHARVARIS N V

0.00%

Shares29.8K

Event2026-03-31

Filed2026-05-15

VERASTEM INC

0.00%

Shares150.0K

Event2026-03-31

Filed2026-05-15

APGE

APOGEE THERAPEUTICS INC

-43.75%

Shares9.0K

Event2026-03-31

Filed2026-05-15

HALO

HALOZYME THERAPEUTICS INC

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-15

BBIO

BRIDGEBIO PHARMA INC

0.00%

Shares8.7K

Event2026-03-31

Filed2026-05-15

APLS

APELLIS PHARMACEUTICALS INC

0.00%

Shares14.0K

Event2026-03-31

Filed2026-05-15

IDYA

IDEAYA BIOSCIENCES INC

New

Shares16.9K

Event2026-03-31

Filed2026-05-15

RCUS

ARCUS BIOSCIENCES INC

New

Shares25.9K

Event2026-03-31

Filed2026-05-15

RGNX

REGENXBIO INC

New

Shares66.3K

Event2026-03-31

Filed2026-05-15

KARYOPHARM THERAPEUTICS INC

New

Shares84.0K

Event2026-03-31

Filed2026-05-15

RCKT

ROCKET PHARMACEUTICALS INC

New

Shares127.0K

Event2026-03-31

Filed2026-05-15

VRDN

VIRIDIAN THERAPEUTICS INC

New

Shares20.1K

Event2026-03-31

Filed2026-05-15

OUTSET MEDICAL INC

-0.03%

Shares98.9K

Event2026-03-31

Filed2026-05-15

LUNG

PULMONX CORP

-0.14%

Shares250.2K

Event2026-03-31

Filed2026-05-15

CSTL

CASTLE BIOSCIENCES INC

-84.00%

Shares12.9K

Event2026-03-31

Filed2026-05-15

TRIN

TRINITY CAP INC

0.00%

Shares20.0K

Event2026-03-31

Filed2026-05-15

CADL

CANDEL THERAPEUTICS INC

0.00%

Shares60.0K

Event2026-03-31

Filed2026-05-15

VYGR

VOYAGER THERAPEUTICS INC

0.00%

Shares74.9K

Event2026-03-31

Filed2026-05-15

CGEM

CULLINAN THERAPEUTICS INC

0.00%

Shares20.0K

Event2026-03-31

Filed2026-05-15

KBDC

KAYNE ANDERSON BDC INC

0.00%

Shares20.0K

Event2026-03-31

Filed2026-05-15

GRACE THERAPEUTICS INC

New

Shares50.0K

Event2026-03-31

Filed2026-05-15

ELUT

ELUTIA INC

-37.23%

Shares165.1K

Event2026-03-31

Filed2026-05-15

FGEN

KYNTRA BIO INC

New

Shares22.6K

Event2026-03-31

Filed2026-05-15

QUOIN PHARMACEUTICALS LTD

New

Shares20.0K

Event2026-03-31

Filed2026-05-15

PHR

PHREESIA INC

-87.08%

Shares14.3K

Event2026-03-31

Filed2026-05-15

ZNTL

ZENTALIS PHARMACEUTICALS INC

2.96%

Shares17.5K

Event2026-03-31

Filed2026-05-15

DCGO

DOCGO INC

-20.71%

Shares39.6K

Event2026-03-31

Filed2026-05-15

GOSS

GOSSAMER BIO INC

-86.85%

Shares18.2K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available