Birchview Capital, LP Portfolio Holdings by Sector
Birchview Capital, LP
- $95 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Biotechnology | Healthcare
CORT ACAD PRTA PTGX STOK TVTX FHTX QURE 38 stocks |
$32,947
34.7% of portfolio
|
  12  
|
  7  
|
  7  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
BMY 1 stocks |
$14,968
15.76% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$14,195
14.95% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
NBIX HROW ALKS 3 stocks |
$7,150
7.53% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
AXGN AZYO TMCI OM KIDS PACB ATEC TELA 10 stocks |
$7,036
7.41% of portfolio
|
  4  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
OVV EQT 2 stocks |
$6,108
6.43% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
CSTL BDSX 2 stocks |
$3,864
4.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
PHR TXG 2 stocks |
$3,518
3.7% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
NVCR MASI 2 stocks |
$3,189
3.36% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
DCGO 1 stocks |
$1,199
1.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Copper | Basic Materials
FCX 1 stocks |
$781
0.82% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|