Birch Capital Management, LLC
•CIK: 1799859•Filing: Q4 2025
**Birch Capital Management, LLC** manages $200M across a diversified portfolio of 77 positions. The fund maintains significant exposure to mega-cap technology and healthcare names, with top holdings including AAPL at $18.4M and MSFT at $15.4M. Further concentration is evident in GWW ($14.5M) and GOOG ($9.5M), suggesting a core thesis focused on established growth leaders. This allocation profile indicates a disciplined, large-cap tilt within its current mandate.
Total AUM
$200.5M
QoQ Performance
+2.3%
Positions
77
Top 10 Concentration
51.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
MSFT
GWW
AAPL9.2%
MSFT7.7%
GWW7.3%
GOOG4.7%
AMGN4.0%
NVO4.0%
FDX4.0%
SPGI3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.7%
Technology28.6%
Healthcare6.6%
Industrial6.2%
Financial4.4%
Consumer0.2%
Communication0.2%
Consumer Staples0.1%
Changes from Q3 2025
NEW1 new position
↑16 increased
↓34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023