Filed: 2/13/2026ACC: 0001618205-26-000001
📋 What this filing means
BIRCHVIEW CAPITAL, LP filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $170.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$170.80M
Total AUM (reported)
9.22M
Total Shares
Allocation by class
COM$110.38M64.6%
COM NEW$39.14M22.9%
SHS$6.35M3.7%
SPONS ADR$6.26M3.7%
SPONSORED ADS$3.28M1.9%
CL A$2.23M1.3%
ORD SHS$1.97M1.2%
Portfolio Concentration
Top 3$51.48M30.1%
4–10$41.72M24.4%
11–25$43.39M25.4%
Rest$34.21M20.0%
Top 3 weight
30.1%
Top 10 weight
54.6%
Voting Authority Distribution
Total shares with voting rights: 9.22M
Sole
Full voting authority
9.22M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole68
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings68
Rows:
KLA CORPORATION
SOLEShares21.88K
TypeSH
Market value$26.59M
15.57%
Sole
21.88K
Shared
0.00
None
0.00
BRISTOL-MYERS SQUIBB CO
SOLEShares302.84K
TypeSH
Market value$16.34M
9.56%
Sole
302.84K
Shared
0.00
None
0.00
COMPASS THERAPEUTICS INC
SOLEShares1.59M
TypeSH
Market value$8.55M
5.01%
Sole
1.59M
Shared
0.00
None
0.00
STOKE THERAPEUTICS INC
SOLEShares260K
TypeSH
Market value$8.25M
4.83%
Sole
260K
Shared
0.00
None
0.00
LAM RESEARCH CORPORATION
SOLEShares40.33K
TypeSH
Market value$6.90M
4.04%
Sole
40.33K
Shared
0.00
None
0.00
OLEMA PHARMACEUTICALS INC
SOLEShares269K
TypeSH
Market value$6.72M
3.94%
Sole
269K
Shared
0.00
None
0.00
STRUCTURE THERAPEUTICS INC
SOLEShares90K
TypeSH
Market value$6.26M
3.66%
Sole
90K
Shared
0.00
None
0.00
PROTAGONIST THERAPEUTICS INC
SOLEShares55K
TypeSH
Market value$4.80M
2.81%
Sole
55K
Shared
0.00
None
0.00
ACADIA PHARMACEUTICALS INC
SOLEShares171K
TypeSH
Market value$4.57M
2.67%
Sole
171K
Shared
0.00
None
0.00
OVINTIV INC
SOLEShares107.50K
TypeSH
Market value$4.21M
2.47%
Sole
107.50K
Shared
0.00
None
0.00
PROTHENA CORP PLC
SOLEShares441.02K
TypeSH
Market value$4.21M
2.47%
Sole
441.02K
Shared
0.00
None
0.00
SOLID BIOSCIENCES INC
SOLEShares705.96K
TypeSH
Market value$3.98M
2.33%
Sole
705.96K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares27.19K
TypeSH
Market value$3.86M
2.26%
Sole
27.19K
Shared
0.00
None
0.00
AMICUS THERAPEUTICS INC
SOLEShares253K
TypeSH
Market value$3.60M
2.11%
Sole
253K
Shared
0.00
None
0.00
BICYCLE THERAPEUTICS PLC
SOLEShares462.70K
TypeSH
Market value$3.28M
1.92%
Sole
462.70K
Shared
0.00
None
0.00
PHATHOM PHARMACEUTICALS INC
SOLEShares195K
TypeSH
Market value$3.24M
1.89%
Sole
195K
Shared
0.00
None
0.00
CASTLE BIOSCIENCES INC
SOLEShares80.60K
TypeSH
Market value$3.14M
1.84%
Sole
80.60K
Shared
0.00
None
0.00
INTELLIA THERAPEUTICS INC
SOLEShares315.40K
TypeSH
Market value$2.84M
1.66%
Sole
315.40K
Shared
0.00
None
0.00
IMMUNOME INC
SOLEShares130K
TypeSH
Market value$2.79M
1.63%
Sole
130K
Shared
0.00
None
0.00
CORCEPT THERAPEUTICS INC
SOLEShares67.20K
TypeSH
Market value$2.34M
1.37%
Sole
67.20K
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares44K
TypeSH
Market value$2.23M
1.30%
Sole
44K
Shared
0.00
None
0.00
QUIDELORTHO CORP
SOLEShares72.55K
TypeSH
Market value$2.07M
1.21%
Sole
72.55K
Shared
0.00
None
0.00
NOVOCURE LTD
SOLEShares152.10K
TypeSH
Market value$1.97M
1.15%
Sole
152.10K
Shared
0.00
None
0.00
BIODESIX INC
SOLEShares286.80K
TypeSH
Market value$1.95M
1.14%
Sole
286.80K
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares30K
TypeSH
Market value$1.91M
1.12%
Sole
30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KLA CORPORATIONSOLE | COM NEW | 21.88K | SH | $26.59M 15.57% | 21.88K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB COSOLE | COM | 302.84K | SH | $16.34M 9.56% | 302.84K | 0.00 | 0.00 |
COMPASS THERAPEUTICS INCSOLE | COM | 1.59M | SH | $8.55M 5.01% | 1.59M | 0.00 | 0.00 |
STOKE THERAPEUTICS INCSOLE | COM | 260K | SH | $8.25M 4.83% | 260K | 0.00 | 0.00 |
LAM RESEARCH CORPORATIONSOLE | COM NEW | 40.33K | SH | $6.90M 4.04% | 40.33K | 0.00 | 0.00 |
OLEMA PHARMACEUTICALS INCSOLE | COM | 269K | SH | $6.72M 3.94% | 269K | 0.00 | 0.00 |
STRUCTURE THERAPEUTICS INCSOLE | SPONS ADR | 90K | SH | $6.26M 3.66% | 90K | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 55K | SH | $4.80M 2.81% | 55K | 0.00 | 0.00 |
ACADIA PHARMACEUTICALS INCSOLE | COM | 171K | SH | $4.57M 2.67% | 171K | 0.00 | 0.00 |
OVINTIV INCSOLE | COM | 107.50K | SH | $4.21M 2.47% | 107.50K | 0.00 | 0.00 |
PROTHENA CORP PLCSOLE | SHS | 441.02K | SH | $4.21M 2.47% | 441.02K | 0.00 | 0.00 |
SOLID BIOSCIENCES INCSOLE | COM NEW | 705.96K | SH | $3.98M 2.33% | 705.96K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 27.19K | SH | $3.86M 2.26% | 27.19K | 0.00 | 0.00 |
AMICUS THERAPEUTICS INCSOLE | COM | 253K | SH | $3.60M 2.11% | 253K | 0.00 | 0.00 |
BICYCLE THERAPEUTICS PLCSOLE | SPONSORED ADS | 462.70K | SH | $3.28M 1.92% | 462.70K | 0.00 | 0.00 |
PHATHOM PHARMACEUTICALS INCSOLE | COM | 195K | SH | $3.24M 1.89% | 195K | 0.00 | 0.00 |
CASTLE BIOSCIENCES INCSOLE | COM | 80.60K | SH | $3.14M 1.84% | 80.60K | 0.00 | 0.00 |
INTELLIA THERAPEUTICS INCSOLE | COM | 315.40K | SH | $2.84M 1.66% | 315.40K | 0.00 | 0.00 |
IMMUNOME INCSOLE | COM | 130K | SH | $2.79M 1.63% | 130K | 0.00 | 0.00 |
CORCEPT THERAPEUTICS INCSOLE | COM | 67.20K | SH | $2.34M 1.37% | 67.20K | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 44K | SH | $2.23M 1.30% | 44K | 0.00 | 0.00 |
QUIDELORTHO CORPSOLE | COM | 72.55K | SH | $2.07M 1.21% | 72.55K | 0.00 | 0.00 |
NOVOCURE LTDSOLE | ORD SHS | 152.10K | SH | $1.97M 1.15% | 152.10K | 0.00 | 0.00 |
BIODESIX INCSOLE | COM | 286.80K | SH | $1.95M 1.14% | 286.80K | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM | 30K | SH | $1.91M 1.12% | 30K | 0.00 | 0.00 |
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