Birchview Capital, LP
Birchview Capital, LP reported 72 positions worth $213.8M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: KLAC (25.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | KLAC | SH | $53.8M | 25.18% | 178,471 | — | — | |
| ▸ 2 | BMY | SH | $17.1M | 8.01% | 297,243 | — | — | |
| ▸ 3 | LRCX | SH | $15.2M | 7.09% | 35,000 | — | — | |
| ▸ 4 | NTLA | SH | $6.8M | 3.17% | 385,900 | — | — | |
| ▸ 5 | SLDB | SH | $6.7M | 3.11% | 666,196 | — | — | |
| ▸ 6 | 09075X108 | SH | $6.5M | 3.02% | 286,804 | — | — | |
| ▸ 7 | STOK | SH | $5.8M | 2.73% | 178,110 | — | — | |
| ▸ 8 | OVV | SH | $5.7M | 2.65% | 107,500 | — | — | |
| ▸ 9 | NKTR | SH | $5.7M | 2.64% | 81,000 | — | — | |
| ▸ 10 | CORT | SH | $5.0M | 2.33% | 57,200 | — | — |
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Frequently Asked Questions
What stocks does Birchview Capital, LP hold as of Q2 2026?
Birchview Capital, LP reported 72 positions worth $213.8M in its Q2 2026 13F filing. Largest positions: KLAC (25.2%), BMY (8.0%), LRCX (7.1%), NTLA (3.2%) and SLDB (3.1%).
What did Birchview Capital, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Birchview Capital, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.