Institutional Fund
Birchview Capital, LP
Burlington, VTCIK 161820511 filings on record
Portfolio Value
$175.66M
Q1 2026
Holdings
73
Reported positions
New Buys
17
Opened this quarter
QoQ Change
+2.8%
from $170.80M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Kla Corp16.7%
- Bristol-Myers Squibb Co10.6%
- Compass Therapeutics Inc4.4%
- Lam Research Corp4.4%
- Stoke Therapeutics Inc3.9%
- Ovintiv Inc3.6%
- Other56.4%
Portfolio Holdings
73 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Kla Corp | 19.9K | $29.28M | 16.7% | −2.0K | Reduced |
| 2 | Bristol-Myers Squibb Co | 306.3K | $18.58M | 10.6% | +3.4K | Added |
| 3 | Compass Therapeutics Inc | 1.47M | $7.75M | 4.4% | −127.1K | Reduced |
| 4 | Lam Research Corp | 36.0K | $7.69M | 4.4% | −4.3K | Reduced |
| 5 | Stoke Therapeutics Inc | 210.0K | $6.84M | 3.9% | −50.0K | Reduced |
| 6 | Ovintiv Inc | 107.5K | $6.38M | 3.6% | 0 | Held |
| 7 | Intellia Therapeutics Inc | 445.4K | $5.71M | 3.3% | +130.0K | Added |
| 8 | Structure Therapeutics Inc | 100.0K | $4.82M | 2.7% | +10.0K | Added |
| 9 | Solid Biosciences Inc | 626.0K | $4.51M | 2.6% | −80.0K | Reduced |
| 10 | Prothena Corp PLC | 449.0K | $4.36M | 2.5% | +8.0K | Added |
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