Birchview Capital, LP

Q1 2026 13F-HR Holdings

Location
Burlington, VT
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$175,664
Net value change ($000)
+4,865 (2.8%)
New positions
17
Sold out positions
12
Turnover %
16.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NTLA 2,875 101.4%
RLMD 2,849 NEW
OCUL 2,710 NEW
KLAC 2,686 10.1%
BMY 2,240 13.7%
CLDX 2,223 NEW
BDSX 2,209 113.3%
OVV 2,168 51.5%
CMPS 2,074 NEW
ENGN 1,703 NEW
Top Reduces (Value $000, Stocks/ETFs)
FOLD -3,603 -100.0%
OLMA -3,460 -51.4%
CSTL -2,818 -89.9%
PHR -1,753 -93.6%
IMNM -1,698 -60.8%
GPCR -1,440 -23.0%
STOK -1,414 -17.1%
BCYC -1,125 -34.3%
PTGX -1,115 -23.2%
MASI -1,077 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type