Birchview Capital, LP

data from 30/09/2025

Capitalization

$ 132.446 M 31.53 %

Average holding period

12 ans

Performance

$ -412.232 M -118.46 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Birchview Capital, LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 KLAC KLA CORPORATION 17.82% 23.603 M $ 21883 2025/06/30 2.898 M $ 20.41 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 10.79% 14.290 M $ 316842 2019/03/31 -384.796 K $ -2.57 %
2025/09/30 CORT CORCEPT THERAPEUTICS INC 4.22% 5.585 M $ 67200 2015/12/31 652.511 K $ 13.23 %
2025/09/30 PRTA PROTHENA CORP PLC 4.05% 5.358 M $ 549019 2021/06/30 1.664 M $ 60.79 %
2025/09/30 STOK STOKE THERAPEUTICS INC 3.73% 4.935 M $ 210000 2020/03/31 2.552 M $ 107.05 %
2025/09/30 QURE UNIQURE NV 3.47% 4.595 M $ 78728 2024/09/30 4.385 M $ 318.72 %
2025/09/30 OVV OVINTIV INC 3.28% 4.341 M $ 107500 2020/06/30 250.475 K $ 6.12 %
2025/09/30 NBIX NEUROCRINE BIOSCIENCES INC 3.04% 4.028 M $ 28690 2015/09/30 454.508 K $ 11.69 %
2025/09/30 ACAD ACADIA PHARMACEUTICALS INC 2.76% 3.649 M $ 171000 2019/06/30 -43.194 K $ -1.07 %
2025/09/30 PTGX PROTAGONIST THERAPEUTICS INC 2.41% 3.189 M $ 48000 2021/03/31 535.680 K $ 20.19 %
2025/09/30 CMPX COMPASS THERAPEUTICS INC 2.31% 3.055 M $ 872938 2025/03/31 0.000 $ 0.00 %
2025/09/30 PHR PHREESIA INC 2.04% 2.698 M $ 114700 2022/03/31 -566.618 K $ -17.36 %
2025/09/30 CSTL CASTLE BIOSCIENCES INC 1.90% 2.518 M $ 110600 2023/12/31 259.909 K $ 11.51 %
2025/09/30 GPCR STRUCTURE THERAPEUTICS INC 1.65% 2.184 M $ 78000 2025/06/30 261.360 K $ 35.00 %
2025/09/30 BDSX BIODESIX INC 1.63% 2.165 M $ 286804 2020/12/31 547.798 K $ 33.84 %
2025/09/30 QUIDELORTHO CORP 1.61% 2.137 M $ 72548 2014/12/31 45.705 K $ 2.19 %
2025/09/30 AXGN AXOGEN INC 1.60% 2.124 M $ 119078 2023/06/30 1.125 M $ 64.42 %
2025/09/30 FOLD AMICUS THERAPEUTICS INC 1.51% 1.994 M $ 253000 2017/09/30 60.199 K $ 37.52 %
2025/09/30 HROW HARROW HEALTH INC 1.46% 1.927 M $ 40000 2019/03/31 1.058 M $ 57.76 %
2025/09/30 EQT EQT CORPORATION 1.42% 1.884 M $ 34619 2024/09/30 -134.667 K $ -6.67 %
2025/09/30 SLDB SOLID BIOSCIENCES INC 1.38% 1.832 M $ 296955 2025/03/31 232.398 K $ 26.69 %
2025/09/30 OLMA OLEMA PHARMACEUTICALS INC 1.29% 1.703 M $ 174000 2025/06/30 741.019 K $ 129.81 %
2025/09/30 CYTK CYTOKINETICS INC 1.24% 1.649 M $ 30000 2021/06/30 219.200 K $ 66.34 %
2025/09/30 ALKS ALKERMES PLC 1.13% 1.500 M $ 50000 2021/03/31 69.500 K $ 4.86 %
2025/09/30 FHTX FOGHORN THERAPEUTICS INC 1.04% 1.378 M $ 281730 2020/12/31 59.076 K $ 4.04 %
2025/09/30 NVCR NOVOCURE LTD 1.00% 1.319 M $ 102100 2024/06/30 -492.880 K $ -27.42 %
2025/09/30 UTHR UNITED THERAPEUTICS CORP 0.95% 1.258 M $ 3000 2019/12/31 560.404 K $ 45.89 %
2025/09/30 IMNM IMMUNOME INC 0.93% 1.230 M $ 105000 2025/06/30 144.600 K $ 25.91 %
2025/09/30 MASI MASIMO CORP 0.92% 1.222 M $ 8280 2014/12/31 -171.147 K $ -12.29 %
2025/09/30 BCYC BICYCLE THERAPEUTICS PLC 0.90% 1.192 M $ 154000 2025/09/30 0.000 $ 0.00 %
2025/09/30 TMCI TREACE MEDICAL CONCEPTS INC 0.90% 1.187 M $ 176947 2024/09/30 146.866 K $ 14.12 %
2025/09/30 KINIKSA PHARMACEUTICALS LTD 0.88% 1.165 M $ 30000 2021/06/30 334.799 K $ 40.33 %
2025/09/30 OUTSET MEDICAL INC 0.84% 1.110 M $ 78584 2024/06/30 -176.032 K $ -26.50 %
2025/09/30 INBX INHIBRX BIOSCIENCES INC 0.81% 1.068 M $ 31698 2024/06/30 623.255 K $ 136.02 %
2025/09/30 DCGO DOCGO INC 0.78% 1.039 M $ 764062 2021/12/31 -160.453 K $ -13.38 %
2025/09/30 NTLA INTELLIA THERAPEUTICS INC 0.78% 1.036 M $ 60000 2025/06/30 473.399 K $ 84.12 %
2025/09/30 TVTX TRAVERE THERAPEUTICS INC 0.78% 1.029 M $ 43060 2023/03/31 937.299 K $ 61.49 %
2025/09/30 PHAT PHATHOM PHARMACEUTICALS INC 0.76% 1.000 M $ 85000 2025/06/30 54.499 K $ 22.73 %
2025/09/30 SRRK SCHOLAR ROCK HOLDING CORP 0.73% 968.240 K $ 26000 2024/12/31 29.120 K $ 5.14 %
2025/09/30 XENE XENON PHARMACEUTICALS INC 0.64% 843.150 K $ 21000 2022/06/30 185.849 K $ 28.27 %
2025/09/30 KALV KALVISTA PHARMACEUTICALS INC 0.62% 816.060 K $ 67000 2019/09/30 58.289 K $ 7.70 %
2025/09/30 HALO HALOZYME THERAPEUTICS INC 0.56% 740.734 K $ 10100 2022/12/31 213.200 K $ 40.98 %
2025/09/30 AXSM AXSOME THERAPEUTICS INC 0.55% 728.700 K $ 6000 2024/03/31 102.360 K $ 16.34 %
2025/09/30 FCX FREEPORT-MCMORAN CL-B 0.53% 707.689 K $ 18044 2025/06/30 -74.476 K $ -9.53 %
2025/09/30 RARE ULTRAGENYX PHARMACEUTICAL INC 0.50% 661.760 K $ 22000 2024/12/31 -113.040 K $ -17.27 %
2025/09/30 PACB PACIFIC BIOSCIENCES OF CALIFORNIA INC 0.48% 640.000 K $ 500000 2025/06/30 16.000 K $ 3.23 %
2025/09/30 APGE APOGEE THERAPEUTICS INC 0.48% 635.680 K $ 16000 2025/03/31 -59.200 K $ -8.52 %
2025/09/30 ELUTIA INC 0.48% 633.088 K $ 711175 2021/06/30 -1.263 M $ -55.04 %
2025/09/30 VYGR VOYAGER THERAPEUTICS INC 0.48% 630.067 K $ 134918 2025/09/30 0.000 $ 0.00 %
2025/09/30 ATEC ALPHATEC HOLDINGS INC 0.36% 479.820 K $ 33000 2022/09/30 113.519 K $ 30.99 %
2025/09/30 BBIO BRIDGEBIO PHARMA INC 0.34% 451.255 K $ 8688 2025/06/30 43.799 K $ 20.29 %
2025/09/30 AVTX AVALO THERAPEUTICS INC 0.30% 394.010 K $ 31000 2025/09/30 0.000 $ 0.00 %
2025/09/30 GH GUARDANT HEALTH INC 0.28% 374.880 K $ 6000 2025/09/30 0.000 $ 0.00 %
2025/09/30 PHVS PHARVARIS N V 0.28% 370.433 K $ 14847 2025/09/30 0.000 $ 0.00 %
2025/09/30 ZBIO ZENAS BIOPHARMA INC 0.28% 366.300 K $ 16500 2024/12/31 206.415 K $ 129.10 %
2025/09/30 GOSS GOSSAMER BIO INC 0.27% 363.403 K $ 138176 2021/09/30 193.446 K $ 113.82 %
2025/09/30 APLS APELLIS PHARMACEUTICALS INC 0.24% 316.820 K $ 14000 2019/06/30 74.480 K $ 30.73 %
2025/09/30 VTYX VENTYX BIOSCIENCES INC 0.23% 307.352 K $ 98827 2021/12/31 27.935 K $ 45.33 %
2025/09/30 CADL CANDEL THERAPEUTICS INC 0.23% 306.000 K $ 60000 2024/12/31 2.400 K $ 0.79 %
2025/09/30 KIDS ORTHOPEDIATRICS CORP 0.22% 296.480 K $ 16000 2025/03/31 -76.699 K $ -13.73 %
2025/09/30 TELA TELA BIO INC 0.17% 230.950 K $ 155000 2024/12/31 -69.750 K $ -23.20 %
2025/09/30 NKTR NEKTAR THERAPEUTICS 0.17% 228.795 K $ 4021 2025/09/30 0.000 $ 0.00 %
2025/09/30 XLV HEALTHCARE SELECT SECTOR SPDR FUND 0.16% 208.477 K $ 1498 2025/09/30 0.000 $ 0.00 %
2025/09/30 KARYOPHARM THERAPEUTICS INC 0.14% 183.022 K $ 27985 2018/06/30 62.406 K $ 51.74 %
2025/09/30 APLT APPLIED THERAPEUTICS INC 0.10% 136.103 K $ 225000 2025/06/30 82.264 K $ 94.44 %
2025/09/30 CGEM CULLINAN THERAPEUTICS INC 0.09% 118.600 K $ 20000 2021/03/31 -32.000 K $ -21.25 %
2025/09/30 IFRX INFLARX NV 0.05% 67.000 K $ 50000 2020/03/31 27.500 K $ 69.62 %
2025/09/30 ALMS ALUMIS INC 0.03% 39.900 K $ 10000 2024/09/30 9.900 K $ 33.00 %
2025/09/30 ZNTL ZENTALIS PHARMACEUTICALS INC 0.02% 25.670 K $ 17000 2023/12/31 5.950 K $ 30.17 %
2025/09/30 TXG 10X GENOMICS INC 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %
2025/09/30 WVE WAVE LIFE SCIENCES LTD 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 XNCR XENCOR INC 0.00% 0.000 $ 0 2015/03/31 0.000 $ 0.00 %
2025/09/30 MLTX MOONLAKE IMMUNOTHERAPEUTICS 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 BCRX BIOCRYST PHARMACEUTICALS INC 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %
2025/09/30 COGT COGENT BIOSCIENCES INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 APTEVO THERAPEUTICS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 BPMC BLUEPRINT MEDICINES CORP 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 ACCELERATE DIAGNOSTICS INC 0.00% 0.000 $ 0 2014/12/31 0.000 $ 0.00 %
2025/09/30 NPCE NEUROPACE INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %