Birchview Capital, LP: 13F holdings
CIK 16182052026Q2
| Positions | 72 |
|---|
| Reported value | $213.6m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 72 (-1 vs prior quarter) |
|---|
| Reported value | $213.6m (+21.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| KLAC KLA CORPORATION | 178,471 | $53.8m | 25.2% |
| BMY BRISTOL-MYERS SQUIBB CO | 297,243 | $17.1m | 8.0% |
| LRCX LAM RESEARCH CORPORATION | 35,000 | $15.2m | 7.1% |
| SLDB SOLID BIOSCIENCES INC | 666,196 | $6.7m | 3.1% |
| NTLA INTELLIA THERAPEUTICS INC | 385,900 | $6.5m | 3.1% |
| BIODESIX INC | 286,804 | $6.5m | 3.0% |
| STOK STOKE THERAPEUTICS INC | 178,110 | $5.8m | 2.7% |
| OVV OVINTIV INC | 107,500 | $5.7m | 2.7% |
| NKTR NEKTAR THERAPEUTICS | 81,000 | $5.7m | 2.6% |
| CORT CORCEPT THERAPEUTICS INC | 57,200 | $5.0m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1618205")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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