Birchview Capital, LP
BURLINGTON VT · SEC CIK 0001618205
$1.76亿2026Q1 申报市值
73持仓数
54.6%前十大占比 · 第一大 16.7%
15 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
RLMD 新建仓+$284.93万
OCUL 新建仓+$271.04万
CLDX 新建仓+$222.34万
CMPS 新建仓+$207.38万
ENGENE HOLDINGS 新建仓+$170.25万
2026Q1 卖出最多 按季末市值估算
AMICUS THERAPEUT 清仓-$360.27万
KLAC 减仓-$294.48万
PTGX 减仓-$210.80万
IMNM 减仓-$174.96万
CSTL 减仓-$166.20万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA CORPORATION | $2,927.59万 | 16.67% | 19,883 | -2,000 | -9.1% | -$294.48万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,857.52万 | 10.57% | 306,268 | 3,426 | 1.1% | $20.78万 | 加仓 |
| CMPX | COMPASS THERAPEUTICS INC | $775.44万 | 4.41% | 1,465,867 | -127,071 | -8.0% | -$67.22万 | 减仓 |
| LRCX | LAM RESEARCH CORPORATION | $769.18万 | 4.38% | 36,000 | -4,329 | -10.7% | -$92.49万 | 减仓 |
| STOK | STOKE THERAPEUTICS INC | $683.76万 | 3.89% | 210,000 | -50,000 | -19.2% | -$162.80万 | 减仓 |
| OVV | OVINTIV INC | $638.12万 | 3.63% | 107,500 | 0 | 0.0% | — | 不变 |
| NTLA | INTELLIA THERAPEUTICS INC | $571.00万 | 3.25% | 445,400 | 130,000 | 41.2% | $166.66万 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $482.00万 | 2.74% | 100,000 | 10,000 | 11.1% | $48.20万 | 加仓 |
| SLDB | SOLID BIOSCIENCES INC | $450.71万 | 2.57% | 625,980 | -79,975 | -11.3% | -$57.58万 | 减仓 |
| PRTA | PROTHENA CORP PLC | $436.45万 | 2.48% | 449,019 | 8,000 | 1.8% | $7.78万 | 加仓 |
| — | BIODESIX INC | $415.87万 | 2.37% | 286,804 | 0 | 0.0% | — | 不变 |
| ACAD | ACADIA PHARMACEUTICALS INC | $380.65万 | 2.17% | 171,000 | 0 | 0.0% | — | 不变 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $368.90万 | 2.10% | 35,000 | -20,000 | -36.4% | -$210.80万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $358.20万 | 2.04% | 27,190 | 0 | 0.0% | — | 不变 |
| OLMA | OLEMA PHARMACEUTICALS INC | $326.53万 | 1.86% | 219,000 | -50,000 | -18.6% | -$74.55万 | 减仓 |
| RLMD | RELMADA THERAPEUTICS INC | $284.93万 | 1.62% | 409,387 | 409,387 | — | $284.93万 | 新建仓 |
| OCUL | OCULAR THERAPEUTIX INC | $271.04万 | 1.54% | 320,000 | 320,000 | — | $271.04万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP | $266.84万 | 1.52% | 4,500 | 1,500 | 50.0% | $88.95万 | 加仓 |
| NKTR | NEKTAR THERAPEUTICS | $223.04万 | 1.27% | 31,000 | 0 | 0.0% | — | 不变 |
| CLDX | CELLDEX THERAPEUTICS INC | $222.34万 | 1.27% | 70,095 | 70,095 | — | $222.34万 | 新建仓 |
| NVCR | NOVOCURE LTD | $220.54万 | 1.26% | 202,330 | 50,230 | 33.0% | $54.75万 | 加仓 |
| EQT | EQT CORPORATION | $220.32万 | 1.25% | 34,619 | 0 | 0.0% | — | 不变 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $216.65万 | 1.23% | 195,000 | 0 | 0.0% | — | 不变 |
| BCYC | BICYCLE THERAPEUTICS PLC | $215.11万 | 1.22% | 463,599 | 899 | 0.2% | $4,171 | 加仓 |
| CMPS | COMPASS PATHWAYS LTD | $207.38万 | 1.18% | 375,000 | 375,000 | — | $207.38万 | 新建仓 |
| PACB | PACIFIC BIOSCIENCES OF CALIFORNIA INC | $198.00万 | 1.13% | 1,500,000 | 1,000,000 | 200.0% | $132.00万 | 加仓 |
| CYTK | CYTOKINETICS INC | $197.73万 | 1.13% | 30,000 | 0 | 0.0% | — | 不变 |
| CORT | CORCEPT THERAPEUTICS INC | $190.26万 | 1.08% | 47,200 | -20,000 | -29.8% | -$80.62万 | 减仓 |
| VERA | VERA THERAPEUTICS INC | $177.01万 | 1.01% | 44,000 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC | $176.80万 | 1.01% | 50,000 | 0 | 0.0% | — | 不变 |
| — | ENGENE HOLDINGS INC | $170.25万 | 0.97% | 250,000 | 250,000 | — | $170.25万 | 新建仓 |
| QURE | UNIQURE NV | $164.64万 | 0.94% | 100,697 | 69,908 | 227.1% | $114.30万 | 加仓 |
| ZBIO | ZENAS BIOPHARMA INC | $136.85万 | 0.78% | 70,000 | 53,500 | 324.2% | $104.59万 | 重新持有 |
| — | QUIDELORTHO CORP | $135.63万 | 0.77% | 82,548 | 10,000 | 13.8% | $16.43万 | 加仓 |
| FHTX | FOGHORN THERAPEUTICS INC | $134.67万 | 0.77% | 281,730 | 0 | 0.0% | — | 不变 |
| RARE | ULTRAGENYX PHARMACEUTICAL INC | $129.89万 | 0.74% | 62,000 | 0 | 0.0% | — | 不变 |
| XENE | XENON PHARMACEUTICALS INC | $122.11万 | 0.70% | 21,000 | 0 | 0.0% | — | 不变 |
| — | KALVISTA PHARMACEUTICALS INC | $114.74万 | 0.65% | 57,000 | 0 | 0.0% | — | 不变 |
| IMNM | IMMUNOME INC | $109.35万 | 0.62% | 50,000 | -80,000 | -61.5% | -$174.96万 | 减仓 |
| FCX | FREEPORT-MCMORAN CL-B | $106.04万 | 0.60% | 18,040 | -6 | -0.0% | -$353 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC | $101.41万 | 0.58% | 6,000 | -61 | -1.0% | -$1.03万 | 减仓 |
| BIIB | BIOGEN INC | $91.67万 | 0.52% | 5,000 | 5,000 | — | $91.67万 | 新建仓 |
| — | LIPOCINE INC | $89.32万 | 0.51% | 111,786 | 111,786 | — | $89.32万 | 新建仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $86.75万 | 0.49% | 29,200 | -13,800 | -32.1% | -$41.00万 | 减仓 |
| HROW | HARROW HEALTH INC | $84.62万 | 0.48% | 24,000 | -10,000 | -29.4% | -$35.26万 | 减仓 |
| PHVS | PHARVARIS N V | $84.32万 | 0.48% | 29,847 | 0 | 0.0% | — | 不变 |
| VSTM | VERASTEM INC | $79.50万 | 0.45% | 150,000 | 0 | 0.0% | — | 不变 |
| — | APOGEE THERAPEUTICS INC | $75.75万 | 0.43% | 9,000 | -7,000 | -43.8% | -$58.92万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $65.28万 | 0.37% | 10,100 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC | $64.52万 | 0.37% | 8,688 | 0 | 0.0% | — | 不变 |
| — | APELLIS PHARMACEUTICALS INC | $56.32万 | 0.32% | 14,000 | 0 | 0.0% | — | 不变 |
| IDYA | IDEAYA BIOSCIENCES INC | $56.18万 | 0.32% | 16,860 | 16,860 | — | $56.18万 | 新建仓 |
| RCUS | ARCUS BIOSCIENCES INC | $55.92万 | 0.32% | 25,889 | 25,889 | — | $55.92万 | 新建仓 |
| RGNX | REGENXBIO INC | $55.53万 | 0.32% | 66,270 | 66,270 | — | $55.53万 | 新建仓 |
| — | KARYOPHARM THERAPEUTICS INC | $46.76万 | 0.27% | 83,952 | 55,967 | 200.0% | $31.17万 | 重新持有 |
| RCKT | ROCKET PHARMACEUTICALS INC | $45.48万 | 0.26% | 127,025 | 127,025 | — | $45.48万 | 新建仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $39.32万 | 0.22% | 20,100 | 20,100 | — | $39.32万 | 新建仓 |
| — | OUTSET MEDICAL INC | $37.97万 | 0.22% | 98,882 | -31 | -0.0% | -$119 | 减仓 |
| — | PULMONX CORP | $32.28万 | 0.18% | 250,221 | -352 | -0.1% | -$454 | 减仓 |
| CSTL | CASTLE BIOSCIENCES INC | $31.67万 | 0.18% | 12,900 | -67,700 | -84.0% | -$166.20万 | 减仓 |
| TRIN | TRINITY CAP INC | $29.42万 | 0.17% | 20,000 | 0 | 0.0% | — | 不变 |
| CADL | CANDEL THERAPEUTICS INC | $29.40万 | 0.17% | 60,000 | 0 | 0.0% | — | 不变 |
| — | VOYAGER THERAPEUTICS INC | $28.92万 | 0.16% | 74,918 | 0 | 0.0% | — | 不变 |
| CGEM | CULLINAN THERAPEUTICS INC | $28.42万 | 0.16% | 20,000 | 0 | 0.0% | — | 不变 |
| KBDC | KAYNE ANDERSON BDC INC | $27.44万 | 0.16% | 20,000 | 0 | 0.0% | — | 不变 |
| — | GRACE THERAPEUTICS INC | $23.15万 | 0.13% | 50,000 | 50,000 | — | $23.15万 | 新建仓 |
| — | ELUTIA INC | $17.33万 | 0.10% | 165,094 | -97,924 | -37.2% | -$10.28万 | 减仓 |
| — | KYNTRA BIO INC | $15.30万 | 0.09% | 22,566 | 22,566 | — | $15.30万 | 新建仓 |
| — | QUOIN PHARMACEUTICALS LTD | $13.20万 | 0.08% | 20,000 | 20,000 | — | $13.20万 | 新建仓 |
| PHR | PHREESIA INC | $11.98万 | 0.07% | 14,300 | -96,400 | -87.1% | -$80.78万 | 减仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $4.10万 | 0.02% | 17,503 | 503 | 3.0% | $1,177 | 加仓 |
| — | DOCGO INC | $2.49万 | 0.01% | 39,573 | -10,335 | -20.7% | -$6,502 | 减仓 |
| — | GOSSAMER BIO INC | $5,971 | 0.00% | 18,176 | -120,000 | -86.8% | -$3.94万 | 减仓 |
| — | AMICUS THERAPEUTICS INC | $0 | 0.00% | 0 | -253,000 | -100.0% | -$360.27万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -8,280 | -100.0% | -$107.69万 | 清仓 |
| TXG | 10X GENOMICS INC | $0 | 0.00% | 0 | -59,000 | -100.0% | -$96.23万 | 清仓 |
| — | VENTYX BIOSCIENCES INC | $0 | 0.00% | 0 | -100,827 | -100.0% | -$91.05万 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -6,000 | -100.0% | -$78.70万 | 清仓 |
| — | BIOHAVEN LTD | $0 | 0.00% | 0 | -59,365 | -100.0% | -$67.02万 | 清仓 |
| — | TREACE MEDICAL CONCEPTS INC | $0 | 0.00% | 0 | -226,947 | -100.0% | -$55.60万 | 清仓 |
| — | RAPT THERAPEUTICS INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$50.80万 | 清仓 |
| ATEC | ALPHATEC HOLDINGS INC | $0 | 0.00% | 0 | -18,058 | -100.0% | -$37.99万 | 清仓 |
| LQDA | LIQUIDIA TECHNOLOGIES INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$34.49万 | 清仓 |
| INBX | INHIBRX BIOSCIENCES INC | $0 | 0.00% | 0 | -3,698 | -100.0% | -$29.21万 | 清仓 |
| ALMS | ALUMIS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$9.76万 | 清仓 |