Birchview Capital, LP
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| LAM RESEARCH CORPORATION | 0 | 40,329 | +40,329 | 0 | 6,903,518 | +6,903,518 |
| COMPASS THERAPEUTICS INC | 872,938 | 1,592,938 | +720,000 | 3,055,283 | 8,554,077 | +5,498,794 |
| OLEMA PHARMACEUTICALS INC | 174,000 | 269,000 | +95,000 | 1,703,460 | 6,725,000 | +5,021,540 |
| STRUCTURE THERAPEUTICS INC | 78,000 | 90,000 | +12,000 | 2,184,000 | 6,259,500 | +4,075,500 |
| STOKE THERAPEUTICS INC | 210,000 | 260,000 | +50,000 | 4,935,000 | 8,252,400 | +3,317,400 |
| KLA CORPORATION | 21,883 | 21,883 | 0 | 23,603,004 | 26,589,596 | +2,986,592 |
| PHATHOM PHARMACEUTICALS INC | 85,000 | 195,000 | +110,000 | 1,000,450 | 3,235,050 | +2,234,600 |
| VERA THERAPEUTICS INC | 0 | 44,000 | +44,000 | 0 | 2,228,160 | +2,228,160 |
| SOLID BIOSCIENCES INC | 296,955 | 705,955 | +409,000 | 1,832,212 | 3,981,586 | +2,149,374 |
| BICYCLE THERAPEUTICS PLC | 154,000 | 462,700 | +308,700 | 1,191,960 | 3,275,916 | +2,083,956 |
| BRISTOL-MYERS SQUIBB CO | 316,842 | 302,842 | -14,000 | 14,289,574 | 16,335,297 | +2,045,723 |
| INTELLIA THERAPEUTICS INC | 60,000 | 315,400 | +255,400 | 1,036,200 | 2,835,446 | +1,799,246 |
| PROTAGONIST THERAPEUTICS INC | 48,000 | 55,000 | +7,000 | 3,188,640 | 4,803,700 | +1,615,060 |
| AMICUS THERAPEUTICS INC | 253,000 | 253,000 | 0 | 1,993,640 | 3,602,720 | +1,609,080 |
| IMMUNOME INC | 105,000 | 130,000 | +25,000 | 1,229,550 | 2,792,400 | +1,562,850 |
| VERASTEM INC | 0 | 150,000 | +150,000 | 0 | 1,158,000 | +1,158,000 |
| NEKTAR THERAPEUTICS | 4,021 | 31,000 | +26,979 | 228,795 | 1,310,680 | +1,081,885 |
| 10X GENOMICS INC | 0 | 59,000 | +59,000 | 0 | 962,290 | +962,290 |
| ACADIA PHARMACEUTICALS INC | 171,000 | 171,000 | 0 | 3,649,140 | 4,567,410 | +918,270 |
| ILLUMINA INC | 0 | 6,000 | +6,000 | 0 | 786,960 | +786,960 |
| ULTRAGENYX PHARMACEUTICAL INC | 22,000 | 62,000 | +40,000 | 661,760 | 1,426,000 | +764,240 |
| BIOHAVEN LTD | 0 | 59,365 | +59,365 | 0 | 670,231 | +670,231 |
| NOVOCURE LTD | 102,100 | 152,100 | +50,000 | 1,319,132 | 1,966,653 | +647,521 |
| CASTLE BIOSCIENCES INC | 110,600 | 80,600 | -30,000 | 2,518,362 | 3,135,340 | +616,978 |
| TRAVERE THERAPEUTICS INC | 43,060 | 43,000 | -60 | 1,029,134 | 1,643,030 | +613,896 |
| VENTYX BIOSCIENCES INC | 98,827 | 100,827 | +2,000 | 307,352 | 910,468 | +603,116 |
| APOGEE THERAPEUTICS INC | 16,000 | 16,000 | 0 | 635,680 | 1,207,680 | +572,000 |
| PULMONX CORP | 0 | 250,573 | +250,573 | 0 | 553,766 | +553,766 |
| RAPT THERAPEUTICS INC | 0 | 15,000 | +15,000 | 0 | 508,050 | +508,050 |
| PHARVARIS N V | 14,847 | 29,847 | +15,000 | 370,433 | 828,254 | +457,821 |
| AXSOME THERAPEUTICS INC | 6,000 | 6,061 | +61 | 728,700 | 1,106,981 | +378,281 |
| LIQUIDIA TECHNOLOGIES INC | 0 | 10,000 | +10,000 | 0 | 344,900 | +344,900 |
| PACIFIC BIOSCIENCES OF CALIFORNIA INC | 500,000 | 500,000 | 0 | 640,000 | 935,000 | +295,000 |
| TRINITY CAP INC | 0 | 20,000 | +20,000 | 0 | 293,000 | +293,000 |
| KAYNE ANDERSON BDC INC | 0 | 20,000 | +20,000 | 0 | 286,400 | +286,400 |
| CYTOKINETICS INC | 30,000 | 30,000 | 0 | 1,648,800 | 1,906,200 | +257,400 |
| BRIDGEBIO PHARMA INC | 8,688 | 8,688 | 0 | 451,255 | 664,545 | +213,290 |
| FREEPORT-MCMORAN CL-B | 18,044 | 18,046 | +2 | 707,689 | 916,577 | +208,888 |
| UNITED THERAPEUTICS CORP | 3,000 | 3,000 | 0 | 1,257,630 | 1,461,750 | +204,120 |
| FOGHORN THERAPEUTICS INC | 281,730 | 281,730 | 0 | 1,377,660 | 1,521,342 | +143,682 |
| KALVISTA PHARMACEUTICALS INC | 67,000 | 57,000 | -10,000 | 816,060 | 920,550 | +104,490 |
| XENON PHARMACEUTICALS INC | 21,000 | 21,000 | 0 | 843,150 | 941,220 | +98,070 |
| CULLINAN THERAPEUTICS INC | 20,000 | 20,000 | 0 | 118,600 | 207,000 | +88,400 |
| GOSSAMER BIO INC | 138,176 | 138,176 | 0 | 363,403 | 428,346 | +64,943 |
| ALUMIS INC | 10,000 | 10,000 | 0 | 39,900 | 97,600 | +57,700 |
| APELLIS PHARMACEUTICALS INC | 14,000 | 14,000 | 0 | 316,820 | 351,680 | +34,860 |
| CANDEL THERAPEUTICS INC | 60,000 | 60,000 | 0 | 306,000 | 339,000 | +33,000 |
| ZENTALIS PHARMACEUTICALS INC | 17,000 | 17,000 | 0 | 25,670 | 22,950 | -2,720 |
| EQT CORPORATION | 34,619 | 34,619 | 0 | 1,884,312 | 1,855,578 | -28,734 |
| HALOZYME THERAPEUTICS INC | 10,100 | 10,100 | 0 | 740,734 | 679,730 | -61,004 |
| QUIDELORTHO CORP | 72,548 | 72,548 | 0 | 2,136,539 | 2,071,971 | -64,568 |
| INFLARX NV | 50,000 | 0 | -50,000 | 67,000 | 0 | -67,000 |
| ALPHATEC HOLDINGS INC | 33,000 | 18,058 | -14,942 | 479,820 | 379,940 | -99,880 |
| ALKERMES PLC | 50,000 | 50,000 | 0 | 1,500,000 | 1,399,000 | -101,000 |
| OVINTIV INC | 107,500 | 107,500 | 0 | 4,340,850 | 4,212,925 | -127,925 |
| APPLIED THERAPEUTICS INC | 225,000 | 0 | -225,000 | 136,103 | 0 | -136,103 |
| MASIMO CORP | 8,280 | 8,280 | 0 | 1,221,714 | 1,076,897 | -144,817 |
| NEUROCRINE BIOSCIENCES INC | 28,690 | 27,190 | -1,500 | 4,027,502 | 3,856,358 | -171,144 |
| KARYOPHARM THERAPEUTICS INC | 27,985 | 0 | -27,985 | 183,022 | 0 | -183,022 |
| HEALTHCARE SELECT SECTOR SPDR FUND | 1,498 | 0 | -1,498 | 208,477 | 0 | -208,477 |
| BIODESIX INC | 286,804 | 286,804 | 0 | 2,165,370 | 1,950,267 | -215,103 |
| TELA BIO INC | 155,000 | 0 | -155,000 | 230,950 | 0 | -230,950 |
| HARROW HEALTH INC | 40,000 | 34,000 | -6,000 | 1,927,200 | 1,666,000 | -261,200 |
| ORTHOPEDIATRICS CORP | 16,000 | 0 | -16,000 | 296,480 | 0 | -296,480 |
| VOYAGER THERAPEUTICS INC | 134,918 | 74,918 | -60,000 | 630,067 | 294,428 | -335,639 |
| ZENAS BIOPHARMA INC | 16,500 | 0 | -16,500 | 366,300 | 0 | -366,300 |
| GUARDANT HEALTH INC | 6,000 | 0 | -6,000 | 374,880 | 0 | -374,880 |
| AVALO THERAPEUTICS INC | 31,000 | 0 | -31,000 | 394,010 | 0 | -394,010 |
| ELUTIA INC | 711,175 | 263,018 | -448,157 | 633,088 | 182,193 | -450,895 |
| TREACE MEDICAL CONCEPTS INC | 176,947 | 226,947 | +50,000 | 1,187,314 | 556,020 | -631,294 |
| OUTSET MEDICAL INC | 78,584 | 98,913 | +20,329 | 1,109,606 | 366,967 | -742,639 |
| INHIBRX BIOSCIENCES INC | 31,698 | 3,698 | -28,000 | 1,067,589 | 292,142 | -775,447 |
| PHREESIA INC | 114,700 | 110,700 | -4,000 | 2,697,744 | 1,873,044 | -824,700 |
| SCHOLAR ROCK HOLDING CORP | 26,000 | 0 | -26,000 | 968,240 | 0 | -968,240 |
| DOCGO INC | 764,062 | 49,908 | -714,154 | 1,039,124 | 43,809 | -995,315 |
| PROTHENA CORP PLC | 549,019 | 441,019 | -108,000 | 5,358,425 | 4,211,731 | -1,146,694 |
| KINIKSA PHARMACEUTICALS LTD | 30,000 | 0 | -30,000 | 1,164,900 | 0 | -1,164,900 |
| AXOGEN INC | 119,078 | 0 | -119,078 | 2,124,352 | 0 | -2,124,352 |
| CORCEPT THERAPEUTICS INC | 67,200 | 67,200 | 0 | 5,584,992 | 2,338,560 | -3,246,432 |
| UNIQURE NV | 78,728 | 30,789 | -47,939 | 4,595,353 | 736,781 | -3,858,572 |