Birchview Capital, LP holds a focused book of 72 reported positions worth $213.8M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Abivax Sa-ADR and trimmed Bristol-Myers Squibb Co. Their largest long position is Kla Corp at 25% of the reported non-option book. Cloning the disclosed picks since 2015 would be +18% (+1.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 5.1 points over this window.
Growth of $10,000 cloning Birchview Capital, LP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Birchview Capital, LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Superstring Capital Management LP | 7 / 72 | $58.4M |
| First Turn Management, LLC | 7 / 72 | $321.1M |
| Octagon Capital Advisors LP | 7 / 72 | $381.0M |
| Kynam Capital Management, LP | 7 / 72 | $605.9M |
| Avoro Capital Advisors LLC | 8 / 72 | $3.6B |
| MPM BioImpact LLC | 8 / 72 | $508.2M |
| Palo Alto Investors LP | 16 / 72 | $218.3M |
| Eversept Partners, LP | 19 / 72 | $564.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Birchview Capital, LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Kla Corporation COM NEW | $53.8M | 178.5K | 25.2% | ▲+798% Added · +159K sh | |
| 2 | Bristol-Myers Squibb Co COM | $17.1M | 297.2K | 8.0% | ▼−2.9% Reduced · −9K sh | |
| 3 | Lam Research Corporation COM NEW | $15.2M | 35.0K | 7.1% | ▼−2.8% Reduced · −1K sh | |
| 4 | Intellia Therapeutics Inc COM | $6.8M | 385.9K | 3.2% | ▼−13% Reduced · −60K sh | |
| 5 | Solid Biosciences Inc COM NEW | $6.7M | 666.2K | 3.1% | ▲+6.4% Added · +40K sh | |
| 6 | Biodesix Inc COM | $6.5M | 286.8K | 3.0% | —Held | |
| 7 | Stoke Therapeutics Inc COM | $5.8M | 178.1K | 2.7% | ▼−15% Reduced · −32K sh | |
| 8 | Ovintiv Inc COM | $5.7M | 107.5K | 2.6% | —Held | |
| 9 | Nektar Therapeutics COM | $5.7M | 81.0K | 2.6% | ▲+161% Added · +50K sh | |
| 10 | Corcept Therapeutics Inc COM | $5.0M | 57.2K | 2.3% | ▲+21% Added · +10K sh | |
| 11 | Neurocrine Biosciences Inc COM | $4.6M | 27.2K | 2.1% | —Held | |
| 12 | Prothena Corp PLC SHS | $4.4M | 449.0K | 2.1% | —Held | |
| 13 | Acadia Pharmaceuticals Inc COM | $4.3M | 171.0K | 2.0% | —Held | |
| 14 | Protagonist Therapeutics Inc COM | $4.3M | 35.0K | 2.0% | ▲+0.1% Added · +18 sh | |
| 15 | Compass Therapeutics Inc COM | $3.7M | 1.68M | 1.7% | ▲+14% Added · +209K sh | |
| 16 | Relmada Therapeutics Inc COM | $2.8M | 408.1K | 1.3% | ▼−0.3% Reduced · −1K sh | |
| 17 | Alkermes PLC SHS | $2.6M | 50.0K | 1.2% | —Held | |
| 18 | Halozyme Therapeutics Inc COM | $2.6M | 33.3K | 1.2% | ▲+229% Added · +23K sh | |
| 19 | Celldex Therapeutics Inc COM NEW | $2.6M | 69.9K | 1.2% | ▼−0.3% Reduced · −195 sh | |
| 20 | Cytokinetics Inc COM | $2.6M | 30.0K | 1.2% | —Held | |
| 21 | Olema Pharmaceuticals Inc COM | $2.5M | 199.0K | 1.2% | ▼−9.1% Reduced · −20K sh | |
| 22 | Vera Therapeutics Inc CL A | $2.5M | 57.8K | 1.2% | ▲+31% Added · +14K sh | |
| 23 | United Therapeutics Corp COM | $2.4M | 4.5K | 1.1% | ▲+0.1% Added · +6 sh | |
| 24 | Zenas Biopharma Inc COM | $2.4M | 93.6K | 1.1% | ▲+34% Added · +24K sh | |
| 25 | Uniqure NV SHS | $2.3M | 50.7K | 1.1% | ▼−50% Reduced · −50K sh | |
| 26 | Pacific Biosciences Of California Inc COM | $2.3M | 1.35M | 1.1% | ▼−10% Reduced · −150K sh | |
| 27 | Abivax Sa SPONSORED ADS | $2.3M | 17.0K | 1.1% | ▲New New position | |
| 28 | Vir Biotechnology Inc COM | $2.2M | 220.0K | 1.0% | ▲New New position | |
| 29 | Biogen Inc COM | $1.9M | 9.0K | 0.9% | ▲+80% Added · +4K sh | |
| 30 | Eqt Corporation COM | $1.8M | 34.6K | 0.9% | —Held | |
| 31 | Bioage Labs Inc COM | $1.7M | 69.0K | 0.8% | ▲New New position | |
| 32 | Travere Therapeutics Inc COM | $1.6M | 29.0K | 0.8% | ▼−0.7% Reduced · −200 sh | |
| 33 | Quidelortho Corp COM | $1.6M | 89.4K | 0.7% | ▲+8.3% Added · +7K sh | |
| 34 | Axsome Therapeutics Inc COM | $1.5M | 6.0K | 0.7% | —Held | |
| 35 | Foghorn Therapeutics Inc COM | $1.4M | 281.9K | 0.6% | ▲+0.1% Added · +207 sh | |
| 36 | Bicycle Therapeutics PLC SPONSORED ADS | $1.3M | 313.6K | 0.6% | ▼−32% Reduced · −150K sh | |
| 37 | Structure Therapeutics Inc SPONS ADR | $1.3M | 24.0K | 0.6% | ▼−76% Reduced · −76K sh | |
| 38 | Xenon Pharmaceuticals Inc COM | $1.3M | 21.0K | 0.6% | ▲+0.1% Added · +32 sh | |
| 39 | Novo Nordisk A/s ADR | $1.2M | 24.0K | 0.5% | ▲New New position | |
| 40 | Freeport-McMoran CL-B CL-B | $1.1M | 18.0K | 0.5% | ▼~0% Reduced · −5 sh | |
| 41 | Immunome Inc COM | $1.1M | 50.0K | 0.5% | —Held | |
| 42 | Pharvaris N V COM | $1.0M | 29.8K | 0.5% | —Held | |
| 43 | Harrow Health Inc COM | $1.0M | 24.0K | 0.5% | —Held | |
| 44 | Adagene Inc ADS | $1.0M | 240.0K | 0.5% | ▲New New position | |
| 45 | Definium Therapeutics Inc COM SHS | $941K | 20.0K | 0.4% | ▲New New position | |
| 46 | Silence Therapeutics PLC ADS | $782K | 71.2K | 0.4% | ▲New New position | |
| 47 | Bridgebio Pharma Inc COM | $651K | 8.7K | 0.3% | ▲+0.6% Added · +53 sh | |
| 48 | 4D Molecular Therapeutics Inc COM | $645K | 48.5K | 0.3% | ▲New New position | |
| 49 | Urogen Pharma Ltd COM | $607K | 16.5K | 0.3% | ▲New New position | |
| 50 | Phathom Pharmaceuticals Inc COM | $597K | 55.0K | 0.3% | ▼−72% Reduced · −140K sh |
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Use Arkolith to show Birchview Capital, LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 45d | 73 | $213.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 73 | $175.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 68 | $170.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 69 | $132.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 71 | $100.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 68 | $115.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jun 30, 2025 | 181d | 68 | $122.9M | 13F-HR/A |
| Q3 2024 | Sep 30, 2024 | Jun 30, 2025 | 273d | 62 | $115.5M | 13F-HR/A |
| Q2 2024 | Jun 30, 2024 | Jun 30, 2025 | 365d | 61 | $108.2M | 13F-HR/A |
| Q1 2024 | Mar 31, 2024 | Jun 30, 2025 | 456d | 60 | $122.7M | 13F-HR/A |
| Q4 2023 | Dec 31, 2023 | Jun 30, 2025 | 547d | 59 | $127.8M | 13F-HR/A |
| Q3 2023 | Sep 30, 2023 | Jun 30, 2025 | 639d | 52 | $117.7M | 13F-HR/A |
| Q2 2023 | Jun 30, 2023 | Aug 8, 2023 | 39d | 54 | $133.4M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 42d | 55 | $127.7M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 3, 2023 | 34d | 57 | $141.6M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 28, 2022 | 59d | 60 | $142.0M | 13F-HR/A |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 43d | 64 | $137.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.