Birchview Capital, LP — 13F holdings

Birchview Capital, LP reported 73 holdings worth $214M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. KLAC KLA CORP — $53.8M (25.2%)
2. BMY BRISTOL-MYERS SQUIBB CO — $17.1M (8.0%)
3. LRCX LAM RESEARCH CORP — $15.2M (7.1%)
4. NTLA INTELLIA THERAPEUTICS INC — $6.78M (3.2%)
5. SLDB SOLID BIOSCIENCES INC — $6.66M (3.1%)
6. BIODESIX INC — $6.47M (3.0%)
7. STOK STOKE THERAPEUTICS INC — $5.83M (2.7%)
8. OVV OVINTIV INC — $5.66M (2.6%)
9. NKTR Nektar Therapeutics — $5.65M (2.6%)
10. CORT CORCEPT THERAPEUTICS INC — $4.97M (2.3%)