Birchview Capital, LP holds a focused book of 73 stocks worth $175.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Relmada Therapeutics Inc and trimmed Kla Corp. Their largest long position is Kla Corp at 17% of the equity book. Cloning the disclosed picks since 2015 would be -1% (-0.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Birchview Capital, LP's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +3.2%, a 4.1-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Birchview Capital, LP's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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.
95% 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, no cost basis
Other tracked managers holding the same core names as Birchview Capital, LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 74 / 73 | $15.1B |
| UBS Group AG | 74 / 73 | $5.9B |
| ROYAL BANK OF CANADA | 73 / 73 | $3.0B |
| BNP PARIBAS FINANCIAL MARKETS | 72 / 73 | $2.3B |
| BlackRock, Inc. | 71 / 73 | $93.0B |
| STATE STREET CORP | 71 / 73 | $43.1B |
| GEODE CAPITAL MANAGEMENT, LLC | 71 / 73 | $24.6B |
| WELLS FARGO & COMPANY/MN | 71 / 73 | $2.6B |
Ranked by how many of Birchview Capital, LP's top 73 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Kla Corporation COM NEW | $29.3M | 19.9K | 16.7% | ▼−9.1% Reduced · −2K sh | |
| 2 | Bristol-Myers Squibb Co COM | $18.6M | 306.3K | 10.6% | ▲+1.1% Added · +3K sh | |
| 3 | Compass Therapeutics Inc COM | $7.8M | 1.47M | 4.4% | ▼−8.0% Reduced · −127K sh | |
| 4 | Lam Research Corporation COM NEW | $7.7M | 36.0K | 4.4% | ▼−11% Reduced · −4K sh | |
| 5 | Stoke Therapeutics Inc COM | $6.8M | 210.0K | 3.9% | ▼−19% Reduced · −50K sh | |
| 6 | Ovintiv Inc COM | $6.4M | 107.5K | 3.6% | —Held | |
| 7 | Intellia Therapeutics Inc COM | $5.7M | 445.4K | 3.3% | ▲+41% Added · +130K sh | |
| 8 | Structure Therapeutics Inc SPONS ADR | $4.8M | 100.0K | 2.7% | ▲+11% Added · +10K sh | |
| 9 | Solid Biosciences Inc COM NEW | $4.5M | 626.0K | 2.6% | ▼−11% Reduced · −80K sh | |
| 10 | Prothena Corp PLC SHS | $4.4M | 449.0K | 2.5% | ▲+1.8% Added · +8K sh | |
| 11 | Biodesix Inc COM | $4.2M | 286.8K | 2.4% | —Held | |
| 12 | Acadia Pharmaceuticals Inc COM | $3.8M | 171.0K | 2.2% | —Held | |
| 13 | Protagonist Therapeutics Inc COM | $3.7M | 35.0K | 2.1% | ▼−36% Reduced · −20K sh | |
| 14 | Neurocrine Biosciences Inc COM | $3.6M | 27.2K | 2.0% | —Held | |
| 15 | Olema Pharmaceuticals Inc COM | $3.3M | 219.0K | 1.9% | ▼−19% Reduced · −50K sh | |
| 16 | Relmada Therapeutics Inc COM | $2.8M | 409.4K | 1.6% | ▲New New position | |
| 17 | Ocular Therapeutix Inc COM | $2.7M | 320.0K | 1.5% | ▲New New position | |
| 18 | United Therapeutics Corp COM | $2.7M | 4.5K | 1.5% | ▲+50% Added · +2K sh | |
| 19 | Nektar Therapeutics COM | $2.2M | 31.0K | 1.3% | —Held | |
| 20 | Celldex Therapeutics Inc COM NEW | $2.2M | 70.1K | 1.3% | ▲New New position | |
| 21 | Novocure Ltd ORD SHS | $2.2M | 202.3K | 1.3% | ▲+33% Added · +50K sh | |
| 22 | Eqt Corporation COM | $2.2M | 34.6K | 1.3% | —Held | |
| 23 | Phathom Pharmaceuticals Inc COM | $2.2M | 195.0K | 1.2% | —Held | |
| 24 | Bicycle Therapeutics PLC SPONSORED ADS | $2.2M | 463.6K | 1.2% | ▲+0.2% Added · +899 sh | |
| 25 | Compass Pathways Ltd SPONSORED ADS | $2.1M | 375.0K | 1.2% | ▲New New position | |
| 26 | Pacific Biosciences Of California Inc COM | $2.0M | 1.50M | 1.1% | ▲+200% Added · +1.0M sh | |
| 27 | Cytokinetics Inc COM | $2.0M | 30.0K | 1.1% | —Held | |
| 28 | Corcept Therapeutics Inc COM | $1.9M | 47.2K | 1.1% | ▼−30% Reduced · −20K sh | |
| 29 | Vera Therapeutics Inc CL A | $1.8M | 44.0K | 1.0% | —Held | |
| 30 | Alkermes PLC SHS | $1.8M | 50.0K | 1.0% | —Held | |
| 31 | Engene Holdings Inc COM | $1.7M | 250.0K | 1.0% | ▲New New position | |
| 32 | Uniqure NV SHS | $1.6M | 100.7K | 0.9% | ▲+227% Added · +70K sh | |
| 33 | Zenas Biopharma Inc COM | $1.4M | 70.0K | 0.8% | ▲New New position | |
| 34 | Quidelortho Corp COM | $1.4M | 82.5K | 0.8% | ▲+14% Added · +10K sh | |
| 35 | Foghorn Therapeutics Inc COM | $1.3M | 281.7K | 0.8% | —Held | |
| 36 | Ultragenyx Pharmaceutical Inc COM | $1.3M | 62.0K | 0.7% | —Held | |
| 37 | Xenon Pharmaceuticals Inc COM | $1.2M | 21.0K | 0.7% | —Held | |
| 38 | Kalvista Pharmaceuticals Inc COM | $1.1M | 57.0K | 0.7% | —Held | |
| 39 | Immunome Inc COM | $1.1M | 50.0K | 0.6% | ▼−62% Reduced · −80K sh | |
| 40 | Freeport-McMoran CL-B CL-B | $1.1M | 18.0K | 0.6% | ▼~0% Reduced · −6 sh | |
| 41 | Axsome Therapeutics Inc COM | $1.0M | 6.0K | 0.6% | ▼−1.0% Reduced · −61 sh | |
| 42 | Biogen Inc COM | $917K | 5.0K | 0.5% | ▲New New position | |
| 43 | Lipocine Inc COM NEW | $893K | 111.8K | 0.5% | ▲New New position | |
| 44 | Travere Therapeutics Inc COM | $868K | 29.2K | 0.5% | ▼−32% Reduced · −14K sh | |
| 45 | Harrow Health Inc COM | $846K | 24.0K | 0.5% | ▼−29% Reduced · −10K sh | |
| 46 | Pharvaris N V COM | $843K | 29.8K | 0.5% | —Held | |
| 47 | Verastem Inc COM NEW | $795K | 150.0K | 0.5% | —Held | |
| 48 | Apogee Therapeutics Inc COM | $758K | 9.0K | 0.4% | ▼−44% Reduced · −7K sh | |
| 49 | Halozyme Therapeutics Inc COM | $653K | 10.1K | 0.4% | —Held | |
| 50 | Bridgebio Pharma Inc COM | $645K | 8.7K | 0.4% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 73 | $175.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 68 | $170.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 69 | $132.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 71 | $100.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 68 | $115.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jun 30, 2025 | 68 | $122.9M | 13F-HR/A |
| Q3 2024 | Sep 30, 2024 | Jun 30, 2025 | 62 | $115.5M | 13F-HR/A |
| Q2 2024 | Jun 30, 2024 | Jun 30, 2025 | 61 | $108.2M | 13F-HR/A |
| Q1 2024 | Mar 31, 2024 | Jun 30, 2025 | 60 | $122.7M | 13F-HR/A |
| Q4 2023 | Dec 31, 2023 | Jun 30, 2025 | 59 | $127.8M | 13F-HR/A |
| Q3 2023 | Sep 30, 2023 | Jun 30, 2025 | 52 | $117.7M | 13F-HR/A |
| Q2 2023 | Jun 30, 2023 | Aug 8, 2023 | 54 | $133.4M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 55 | $127.7M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 3, 2023 | 57 | $141.6M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 28, 2022 | 60 | $142.0M | 13F-HR/A |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 64 | $137.5M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 63 | $138.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.