account_balance
Investment manager · 13F filer · SEC CIK 1618205
Birchview Capital, LP
Reported value$214Mas of Jun 30, 2026
Positions72 14 new, 15 sold out
Top 10 weight59.9%KLAC alone is 25%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
KLACKla Corporation
25.2%Added +798%
BMYBristol-myers Squibb Co
8.0%Trimmed −3%
LRCXLam Research Corporation
7.1%Trimmed −3%
NTLAIntellia Therapeutics Inc (ntla) C @ 13.0 10/16/2026
3.2%Trimmed −13%
SLDBSolid Biosciences Inc
3.1%Added +6%
Biodesix Inc
3.0%
STOKStoke Therapeutics Inc
2.7%Trimmed −15%
OVVOvintiv Inc
2.6%
NKTRNektar Therapeutics
2.6%Added +161%
CORT2.3%NBIX2.1%PRTAProthena Corp PLC
2.1%
KLACKla Corporation
25.2%Added +798%
BMYBristol-myers Squibb Co
8.0%Trimmed −3%
LRCXLam Research Corporation
7.1%Trimmed −3%
NTLA3.2%SLDB3.1%Biodesix Inc3.0%
STOK2.7%OVV2.6%NKTR2.6%CORT2.3%NBIXPRTA2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
KLAC Kla Corporation 25.2% Added +798%BMY Bristol-myers Squibb Co 8.0% Trimmed −3%LRCX Lam Research Corporation 7.1% Trimmed −3%NTLA Intellia Therapeutics Inc (ntla) C @ 13.0 10/16/2026 3.2% Trimmed −13%SLDB Solid Biosciences Inc 3.1% Added +6%
Biodesix Inc 3.0% Held
STOK Stoke Therapeutics Inc 2.7% Trimmed −15%OVV Ovintiv Inc 2.6% HeldNKTR Nektar Therapeutics 2.6% Added +161%CORT Corcept Therapeutics Inc 2.3% Added +21%NBIX Neurocrine Biosciences Inc 2.1% HeldPRTA Prothena Corp PLC 2.1% HeldWhat changed