Filed: 8/14/2026ACC: 0001618205-26-000003
📋 What this filing means
BIRCHVIEW CAPITAL, LP filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $213.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$213.83M
Total AUM (reported)
10.30M
Total Shares
Allocation by class
COM$111.76M52.3%
COM NEW$79.29M37.1%
SHS$9.35M4.4%
SPONSORED ADS$4.12M1.9%
CL A$2.48M1.2%
ADS$1.79M0.8%
SPONS ADR$1.29M0.6%
Portfolio Concentration
Top 3$86.14M40.3%
4–10$41.76M19.5%
11–25$46.59M21.8%
Rest$39.34M18.4%
Top 3 weight
40.3%
Top 10 weight
59.8%
Voting Authority Distribution
Total shares with voting rights: 10.30M
Sole
Full voting authority
10.30M
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)
Sole73
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings73
Rows:
KLA CORPORATION
SOLEShares178.47K
TypeSH
Market value$53.85M
25.18%
Sole
178.47K
Shared
0.00
None
0.00
BRISTOL-MYERS SQUIBB CO
SOLEShares297.24K
TypeSH
Market value$17.13M
8.01%
Sole
297.24K
Shared
0.00
None
0.00
LAM RESEARCH CORPORATION
SOLEShares35K
TypeSH
Market value$15.17M
7.09%
Sole
35K
Shared
0.00
None
0.00
SOLID BIOSCIENCES INC
SOLEShares666.20K
TypeSH
Market value$6.66M
3.11%
Sole
666.20K
Shared
0.00
None
0.00
INTELLIA THERAPEUTICS INC
SOLEShares385.40K
TypeSH
Market value$6.52M
3.05%
Sole
385.40K
Shared
0.00
None
0.00
BIODESIX INC
SOLEShares286.80K
TypeSH
Market value$6.47M
3.02%
Sole
286.80K
Shared
0.00
None
0.00
STOKE THERAPEUTICS INC
SOLEShares178.11K
TypeSH
Market value$5.83M
2.73%
Sole
178.11K
Shared
0.00
None
0.00
OVINTIV INC
SOLEShares107.50K
TypeSH
Market value$5.66M
2.65%
Sole
107.50K
Shared
0.00
None
0.00
NEKTAR THERAPEUTICS
SOLEShares81K
TypeSH
Market value$5.65M
2.64%
Sole
81K
Shared
0.00
None
0.00
CORCEPT THERAPEUTICS INC
SOLEShares57.20K
TypeSH
Market value$4.97M
2.33%
Sole
57.20K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares27.19K
TypeSH
Market value$4.58M
2.14%
Sole
27.19K
Shared
0.00
None
0.00
PROTHENA CORP PLC
SOLEShares449.02K
TypeSH
Market value$4.40M
2.06%
Sole
449.02K
Shared
0.00
None
0.00
ACADIA PHARMACEUTICALS INC
SOLEShares171K
TypeSH
Market value$4.33M
2.02%
Sole
171K
Shared
0.00
None
0.00
PROTAGONIST THERAPEUTICS INC
SOLEShares35.02K
TypeSH
Market value$4.29M
2.01%
Sole
35.02K
Shared
0.00
None
0.00
COMPASS THERAPEUTICS INC
SOLEShares1.68M
TypeSH
Market value$3.67M
1.72%
Sole
1.68M
Shared
0.00
None
0.00
RELMADA THERAPEUTICS INC
SOLEShares408.10K
TypeSH
Market value$2.82M
1.32%
Sole
408.10K
Shared
0.00
None
0.00
ALKERMES PLC
SOLEShares50K
TypeSH
Market value$2.62M
1.23%
Sole
50K
Shared
0.00
None
0.00
HALOZYME THERAPEUTICS INC
SOLEShares33.25K
TypeSH
Market value$2.60M
1.22%
Sole
33.25K
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC
SOLEShares69.90K
TypeSH
Market value$2.60M
1.22%
Sole
69.90K
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares30K
TypeSH
Market value$2.56M
1.20%
Sole
30K
Shared
0.00
None
0.00
OLEMA PHARMACEUTICALS INC
SOLEShares199K
TypeSH
Market value$2.49M
1.16%
Sole
199K
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares57.76K
TypeSH
Market value$2.48M
1.16%
Sole
57.76K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP
SOLEShares4.51K
TypeSH
Market value$2.44M
1.14%
Sole
4.51K
Shared
0.00
None
0.00
ZENAS BIOPHARMA INC
SOLEShares93.60K
TypeSH
Market value$2.38M
1.11%
Sole
93.60K
Shared
0.00
None
0.00
UNIQURE NV
SOLEShares50.70K
TypeSH
Market value$2.34M
1.09%
Sole
50.70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KLA CORPORATIONSOLE | COM NEW | 178.47K | SH | $53.85M 25.18% | 178.47K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB COSOLE | COM | 297.24K | SH | $17.13M 8.01% | 297.24K | 0.00 | 0.00 |
LAM RESEARCH CORPORATIONSOLE | COM NEW | 35K | SH | $15.17M 7.09% | 35K | 0.00 | 0.00 |
SOLID BIOSCIENCES INCSOLE | COM NEW | 666.20K | SH | $6.66M 3.11% | 666.20K | 0.00 | 0.00 |
INTELLIA THERAPEUTICS INCSOLE | COM | 385.40K | SH | $6.52M 3.05% | 385.40K | 0.00 | 0.00 |
BIODESIX INCSOLE | COM | 286.80K | SH | $6.47M 3.02% | 286.80K | 0.00 | 0.00 |
STOKE THERAPEUTICS INCSOLE | COM | 178.11K | SH | $5.83M 2.73% | 178.11K | 0.00 | 0.00 |
OVINTIV INCSOLE | COM | 107.50K | SH | $5.66M 2.65% | 107.50K | 0.00 | 0.00 |
NEKTAR THERAPEUTICSSOLE | COM | 81K | SH | $5.65M 2.64% | 81K | 0.00 | 0.00 |
CORCEPT THERAPEUTICS INCSOLE | COM | 57.20K | SH | $4.97M 2.33% | 57.20K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 27.19K | SH | $4.58M 2.14% | 27.19K | 0.00 | 0.00 |
PROTHENA CORP PLCSOLE | SHS | 449.02K | SH | $4.40M 2.06% | 449.02K | 0.00 | 0.00 |
ACADIA PHARMACEUTICALS INCSOLE | COM | 171K | SH | $4.33M 2.02% | 171K | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 35.02K | SH | $4.29M 2.01% | 35.02K | 0.00 | 0.00 |
COMPASS THERAPEUTICS INCSOLE | COM | 1.68M | SH | $3.67M 1.72% | 1.68M | 0.00 | 0.00 |
RELMADA THERAPEUTICS INCSOLE | COM | 408.10K | SH | $2.82M 1.32% | 408.10K | 0.00 | 0.00 |
ALKERMES PLCSOLE | SHS | 50K | SH | $2.62M 1.23% | 50K | 0.00 | 0.00 |
HALOZYME THERAPEUTICS INCSOLE | COM | 33.25K | SH | $2.60M 1.22% | 33.25K | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INCSOLE | COM NEW | 69.90K | SH | $2.60M 1.22% | 69.90K | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM | 30K | SH | $2.56M 1.20% | 30K | 0.00 | 0.00 |
OLEMA PHARMACEUTICALS INCSOLE | COM | 199K | SH | $2.49M 1.16% | 199K | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 57.76K | SH | $2.48M 1.16% | 57.76K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORPSOLE | COM | 4.51K | SH | $2.44M 1.14% | 4.51K | 0.00 | 0.00 |
ZENAS BIOPHARMA INCSOLE | COM | 93.60K | SH | $2.38M 1.11% | 93.60K | 0.00 | 0.00 |
UNIQURE NVSOLE | SHS | 50.70K | SH | $2.34M 1.09% | 50.70K | 0.00 | 0.00 |
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