SEC 13F Intelligence

Managers / Q4 2022 · view latest →

Birchview Capital, LP

CIK 0001618205 · 688 PINE STREET, SUITE D, C/O BIRCHVIEW CAPITAL, BURLINGTON, VT, 05401 · 802-923-3826

Reported Value
Under review
reported total failed a data-quality check
Positions
57
Filings on Record
39
2019–present window
Filed
Feb 3, 2023
original filing

Summary

Compared with Q3 2022, the fund opened 3 new positions and exited 6.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $106MQ4 ’18Q1 ’19: $160MQ2 ’19: $164MQ3 ’19: $150MQ4 ’19: $138MQ4 ’19Q1 ’20: $113MQ2 ’20: $165MQ3 ’20: $150MQ4 ’20: $174MQ4 ’20Q1 ’21: $168MQ2 ’21: $167MQ3 ’21: $147MQ4 ’21: $155MQ4 ’21Q1 ’22: $139MQ2 ’22: $137MQ3 ’22: $142MQ1 ’23: $127,725Q1 ’23Q3 ’23: $117MQ4 ’23: $128MQ1 ’24: $122MQ2 ’24: $108MQ2 ’24Q3 ’24: $115MQ4 ’24: $123MQ1 ’25: $115MQ2 ’25: $101MQ2 ’25Q3 ’25: $132MQ4 ’25: $171MQ1 ’26: $176Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 82.9%Other: 17.1%
  • Common Stock · 82.9% · $117,389
  • Other · 17.1% · $24,177

Quarter-over-Quarter Changes full breakdown →

vs Q3 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
HALOHALOZYME THERAPEUTICS INCNEW+10.0K10.0K+$569$569
TXG10X GENOMICS INCNEW+10.0K10.0K+$364$364
KROSKEROS THERAPEUTICS INCNEW+7.0K7.0K+$336$336
ATECALPHATEC HOLDINGS INCADDED+80.0K90.0K$85,888$1,112
BIODESIX INCADDED+2.67M5.04M$3M$11,591
CLRUSDCONTINENTAL RESOURCES INCSOLD OUT38.6K0$3M$0
CCXIEURCHEMOCENTRYX INCSOLD OUT20.0K0$1M$0
INARI MEDICAL INCSOLD OUT10.0K0$726,000$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2022

50 positions
#IssuerClass% PortfolioValueShares
1BMYBRISTOL-MYERS SQUIBB COhistory →COM36.99%$52,364727.8K
2BIODESIX INCCOM8.19%$11,5915.04M
3NBIXNEUROCRINE BIOSCIENCES INChistory →COM7.11%$10,06284.2K
4PROTHENA CORP PLCSHS5.41%$7,663127.2K
5ELUTAZIYO BIOLOGICS INChistory →COM4.55%$6,4401.52M
6QDEL*QUIDELORTHO CORPhistory →COM3.71%$5,25261.3K
7OVVOVINTIV INChistory →COM3.02%$4,27084.2K
8UTHUNITED THERAPEUTICS CORPhistory →COM2.95%$4,17115.0K
9ACADACADIA PHARMACEUTICALS INChistory →COM2.80%$3,970249.4K
10PHRPHREESIA INChistory →COM1.89%$2,67682.7K
11HROWHARROW HEALTH INChistory →COM1.88%$2,657180.0K
12BDQMALBIREO PHARMA INChistory →COM1.79%$2,528117.0K
13MASI*MASIMO CORPhistory →COM1.60%$2,26115.3K
14INBXUSDINHIBRX INChistory →COM1.23%$1,73670.4K
15FHTXFOGHORN THERAPEUTICS INChistory →COM1.19%$1,690264.8K
16ACCELERATE DIAGNOSTICS INCCOM1.12%$1,5902.25M
17AVEO PHARMACEUTICALS INCCOM1.06%$1,495100.0K
18ALKERMES PLCSHS0.92%$1,30750.0K
19CYTKCYTOKINETICS INCCOM0.81%$1,14625.0K
20ATECALPHATEC HOLDINGS INCCOM0.79%$1,11290.0K
21HTDCORCEPT THERAPEUTICS INCCOM0.72%$1,01650.0K
22KPTIEURKARYOPHARM THERAPEUTICS INCCOM0.70%$991291.3K
23ETRNUSDEQUITRANS MIDSTREAM CORPORATIOCOM0.63%$891133.1K
24PXDEURPIONEER NATURAL RESOURCES COCOM0.61%$8683.8K
25DCGODOCGO INCCOM0.55%$778110.0K
26IMGNEURIMMUNOGEN INCCOM0.53%$744150.0K
27VTYXUSDVENTYX BIOSCIENCES INCCOM0.51%$72122.0K
28BLUEBIRD BIO INCCOM0.48%$67898.0K
29APLSUSDAPELLIS PHARMACEUTICALS INCCOM0.44%$62112.0K
30HALOHALOZYME THERAPEUTICS INCCOM0.40%$56910.0K
31TSVT*2SEVENTY BIO INCCOM0.40%$56159.8K
32OPHTEURIVERIC BIO INCCOM0.38%$53525.0K
33SILKUSDSILK ROAD MEDICAL INCCOM0.37%$52910.0K
34ARVNARVINAS INCCOM0.36%$51315.0K
35SOLENO THERAPEUTICS INCCOM0.34%$485245.1K
36KINIKSA PHARMACEUTICALS LTDCOM0.32%$44930.0K
37PTGXPROTAGONIST THERAPEUTICS INCCOM0.29%$41538.0K
38XENEXENON PHARMACEUTICALS INCCOM0.28%$39410.0K
39TXG10X GENOMICS INCCL A COM0.26%$36410.0K
40AM6AMICUS THERAPEUTICS INCCOM0.24%$34228.0K
41KROSKEROS THERAPEUTICS INCCOM0.24%$3367.0K
42SRPTSAREPTA THERAPEUTICS INCCOM0.23%$3242.5K
43XNCRXENCOR INCCOM0.23%$32012.3K
444XC1KALVISTA PHARMACEUTICALS INCCOM0.19%$27040.0K
45NKTREURNEKTAR THERAPEUTICSCOM0.19%$267118.0K
46CGEMCULLINAN MANAGEMENT INCCOM0.19%$26525.1K
47BCRXBIOCRYST PHARMACEUTICALS INCCOM0.16%$23020.0K
48INFLARX NVCOM0.15%$21770.0K
49GTHXEURG1 THERAPEUTICS INCCOM0.15%$21740.0K
50GOSSGOSSAMER BIO INCCOM0.15%$21599.1K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$176M73May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$171M68Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$132M69Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$101M71Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$115M68May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$123M68Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$115M62Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$108M61Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$122M60May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$128M59Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$117M52Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023Under review54Aug 8, 202313F-HRchanges · EDGAR ↗
Q1 2023$127,72555May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review57Feb 3, 202313F-HRchanges · EDGAR ↗
Q3 2022$142M60Nov 28, 2022RESTATEMENTchanges · EDGAR ↗
Q2 2022$137M64Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$139M63May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$155M67Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$147M64Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$167M62Aug 10, 202113F-HRchanges · EDGAR ↗
Q1 2021$168M54May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$174M48Feb 9, 202113F-HRchanges · EDGAR ↗
Q3 2020$150M50Nov 12, 2020RESTATEMENTchanges · EDGAR ↗
Q2 2020$165M51Aug 10, 202013F-HRchanges · EDGAR ↗
Q1 2020$113M46May 12, 202013F-HRchanges · EDGAR ↗
Q4 2019$138M52Feb 12, 202013F-HRchanges · EDGAR ↗
Q3 2019$150M50Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$164M54Aug 6, 201913F-HRchanges · EDGAR ↗
Q1 2019$160M54May 3, 201913F-HRchanges · EDGAR ↗
Q4 2018$106M52Feb 6, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.