Birchview Capital, LP
•CIK: 1618205•Filing: Q4 2025
**Birchview Capital, LP** manages $171M across a diversified portfolio of 68 positions. The fund exhibits concentrated exposure, with its top holdings including KLAC at $26.6M and BMY at $16.3M. Further significant allocations are noted in CMPX ($8.6M), STOK ($8.3M), and LRCX ($6.9M). This structure suggests a focused, high-conviction approach across select technology and healthcare sectors.
Total AUM
$170.8M
QoQ Performance
+29.0%
Positions
68
Top 10 Concentration
54.6%
Latest Filing
Q4 2025
Top Holdings Allocation
KLAC
BMY
CMPX
KLAC15.6%
BMY9.6%
CMPX5.0%
STOK4.8%
LRCX4.0%
OLMA3.9%
GPCR3.7%
PTGX2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other85.9%
Healthcare9.6%
Technology4.0%
Materials0.5%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW11 new positions
↑19 increased
↓14 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023