Birchview Capital, LP
BURLINGTON VT · SEC CIK 0001618205
$2.14亿2026Q2 申报市值
72持仓数
59.9%前十大占比 · 第一大 25.2%
14 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NKTR 加仓+$349.05万
ABVX 新建仓+$226.54万
VIR 新建仓+$224.18万
HALO 加仓+$181.20万
BIOA 新建仓+$169.12万
2026Q2 卖出最多 按季末市值估算
KLAC 减仓-$614.25万
CMPS 减仓-$488.18万
GPCR 减仓-$407.89万
OCUL 减仓-$293.96万
QURE 减仓-$230.30万
2026Q2 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 | $5,384.65万 | 25.18% | 178,471 | -20,359 | -10.2% | -$614.25万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,712.71万 | 8.01% | 297,243 | -9,025 | -2.9% | -$52.00万 | 减仓 |
| LRCX | LAM RESEARCH CORPORATION | $1,516.65万 | 7.09% | 35,000 | -1,000 | -2.8% | -$43.33万 | 减仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $678.10万 | 3.17% | 385,900 | -59,500 | -13.4% | -$104.55万 | 减仓 |
| SLDB | SOLID BIOSCIENCES INC | $665.53万 | 3.11% | 666,196 | 40,216 | 6.4% | $40.18万 | 加仓 |
| — | BIODESIX INC | $646.74万 | 3.02% | 286,804 | 0 | 0.0% | — | 不变 |
| STOK | STOKE THERAPEUTICS INC | $582.78万 | 2.73% | 178,110 | -31,890 | -15.2% | -$104.34万 | 减仓 |
| OVV | OVINTIV INC | $565.99万 | 2.65% | 107,500 | 0 | 0.0% | — | 不变 |
| NKTR | NEKTAR THERAPEUTICS | $565.46万 | 2.64% | 81,000 | 50,000 | 161.3% | $349.05万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $497.35万 | 2.33% | 57,200 | 10,000 | 21.2% | $86.95万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $458.25万 | 2.14% | 27,190 | 0 | 0.0% | — | 不变 |
| PRTA | PROTHENA CORP PLC | $439.59万 | 2.06% | 449,019 | 0 | 0.0% | — | 不变 |
| ACAD | ACADIA PHARMACEUTICALS INC | $432.63万 | 2.02% | 171,000 | 0 | 0.0% | — | 不变 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $429.25万 | 2.01% | 35,018 | 18 | 0.1% | $2,206 | 加仓 |
| CMPX | COMPASS THERAPEUTICS INC | $366.82万 | 1.72% | 1,675,000 | 209,133 | 14.3% | $45.80万 | 加仓 |
| RLMD | RELMADA THERAPEUTICS INC | $282.41万 | 1.32% | 408,100 | -1,287 | -0.3% | -$8,906 | 减仓 |
| ALKS | ALKERMES PLC | $261.98万 | 1.23% | 50,000 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $260.26万 | 1.22% | 33,251 | 23,151 | 229.2% | $181.20万 | 加仓 |
| CLDX | CELLDEX THERAPEUTICS INC | $260.10万 | 1.22% | 69,900 | -195 | -0.3% | -$7,256 | 减仓 |
| CYTK | CYTOKINETICS INC | $255.57万 | 1.20% | 30,000 | 0 | 0.0% | — | 不变 |
| OLMA | OLEMA PHARMACEUTICALS INC | $248.95万 | 1.16% | 199,000 | -20,000 | -9.1% | -$25.02万 | 减仓 |
| VERA | VERA THERAPEUTICS INC | $247.84万 | 1.16% | 57,758 | 13,758 | 31.3% | $59.04万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP | $244.15万 | 1.14% | 4,506 | 6 | 0.1% | $3,251 | 加仓 |
| ZBIO | ZENAS BIOPHARMA INC | $237.56万 | 1.11% | 93,601 | 23,601 | 33.7% | $59.90万 | 加仓 |
| QURE | UNIQURE NV | $233.51万 | 1.09% | 50,697 | -50,000 | -49.7% | -$230.30万 | 减仓 |
| PACB | PACIFIC BIOSCIENCES OF CALIFORNIA INC | $226.80万 | 1.06% | 1,350,000 | -150,000 | -10.0% | -$25.20万 | 减仓 |
| ABVX | ABIVAX SA | $226.54万 | 1.06% | 17,000 | 17,000 | — | $226.54万 | 新建仓 |
| VIR | VIR BIOTECHNOLOGY INC | $224.18万 | 1.05% | 220,000 | 220,000 | — | $224.18万 | 新建仓 |
| BIIB | BIOGEN INC | $194.45万 | 0.91% | 9,000 | 4,000 | 80.0% | $86.42万 | 加仓 |
| EQT | EQT CORPORATION | $184.07万 | 0.86% | 34,619 | 0 | 0.0% | — | 不变 |
| BIOA | BIOAGE LABS INC | $169.12万 | 0.79% | 69,000 | 69,000 | — | $169.12万 | 新建仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $164.75万 | 0.77% | 29,000 | -200 | -0.7% | -$1.14万 | 减仓 |
| — | QUIDELORTHO CORP | $156.54万 | 0.73% | 89,377 | 6,829 | 8.3% | $11.96万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC | $146.86万 | 0.69% | 6,000 | 0 | 0.0% | — | 不变 |
| FHTX | FOGHORN THERAPEUTICS INC | $137.59万 | 0.64% | 281,937 | 207 | 0.1% | $1,010 | 加仓 |
| BCYC | BICYCLE THERAPEUTICS PLC | $132.97万 | 0.62% | 313,616 | -149,983 | -32.4% | -$63.59万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $128.81万 | 0.60% | 24,000 | -76,000 | -76.0% | -$407.89万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $126.95万 | 0.59% | 21,032 | 32 | 0.2% | $1,932 | 加仓 |
| NVO | NOVO NORDISK A/S | $115.06万 | 0.54% | 24,000 | 24,000 | — | $115.06万 | 新建仓 |
| FCX | FREEPORT-MCMORAN CL-B | $113.42万 | 0.53% | 18,035 | -5 | -0.0% | -$314 | 减仓 |
| IMNM | IMMUNOME INC | $105.95万 | 0.50% | 50,000 | 0 | 0.0% | — | 不变 |
| PHVS | PHARVARIS N V | $103.21万 | 0.48% | 29,847 | 0 | 0.0% | — | 不变 |
| HROW | HARROW HEALTH INC | $101.93万 | 0.48% | 24,000 | 0 | 0.0% | — | 不变 |
| — | ADAGENE INC | $100.80万 | 0.47% | 240,000 | 240,000 | — | $100.80万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $94.08万 | 0.44% | 20,000 | 20,000 | — | $94.08万 | 新建仓 |
| SLN | SILENCE THERAPEUTICS PLC | $78.20万 | 0.37% | 71,218 | 71,218 | — | $78.20万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC | $65.10万 | 0.30% | 8,741 | 53 | 0.6% | $3,947 | 加仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS INC | $64.51万 | 0.30% | 48,505 | 48,505 | — | $64.51万 | 新建仓 |
| URGN | UROGEN PHARMA LTD | $60.67万 | 0.28% | 16,487 | 16,487 | — | $60.67万 | 新建仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $59.67万 | 0.28% | 55,000 | -140,000 | -71.8% | -$151.90万 | 减仓 |
| CAMP | CAMP4 THERAPEUTICS CORP | $52.44万 | 0.25% | 120,000 | 120,000 | — | $52.44万 | 新建仓 |
| SVRA | SAVARA INC | $49.28万 | 0.23% | 80,000 | 80,000 | — | $49.28万 | 新建仓 |
| CADL | CANDEL THERAPEUTICS INC | $49.19万 | 0.23% | 47,756 | -12,244 | -20.4% | -$12.61万 | 减仓 |
| ALT | ALTIMMUNE INC | $46.41万 | 0.22% | 152,681 | 152,681 | — | $46.41万 | 新建仓 |
| CMPS | COMPASS PATHWAYS LTD | $42.45万 | 0.20% | 30,000 | -345,000 | -92.0% | -$488.18万 | 减仓 |
| — | KARYOPHARM THERAPEUTICS INC | $41.96万 | 0.20% | 42,952 | -41,000 | -48.8% | -$40.06万 | 减仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $36.42万 | 0.17% | 20,000 | 0 | 0.0% | — | 不变 |
| TRIN | TRINITY CAP INC | $35.78万 | 0.17% | 20,000 | 0 | 0.0% | — | 不变 |
| CAPR | CAPRICOR THERAPEUTICS INC | $34.56万 | 0.16% | 14,352 | 14,352 | — | $34.56万 | 新建仓 |
| CSTL | CASTLE BIOSCIENCES INC | $30.97万 | 0.14% | 12,984 | 84 | 0.7% | $2,003 | 加仓 |
| IVVD | INVIVYD INC | $29.86万 | 0.14% | 342,275 | 342,275 | — | $29.86万 | 新建仓 |
| — | GRACE THERAPEUTICS INC | $27.24万 | 0.13% | 120,000 | 70,000 | 140.0% | $15.89万 | 加仓 |
| KBDC | KAYNE ANDERSON BDC INC | $27.06万 | 0.13% | 20,000 | 0 | 0.0% | — | 不变 |
| — | VOYAGER THERAPEUTICS INC | $26.30万 | 0.12% | 75,147 | 229 | 0.3% | $802 | 加仓 |
| — | PULMONX CORP | $26.07万 | 0.12% | 200,543 | -49,678 | -19.9% | -$6.46万 | 减仓 |
| OCUL | OCULAR THERAPEUTIX INC | $20.28万 | 0.09% | 20,655 | -299,345 | -93.5% | -$293.96万 | 减仓 |
| — | KYNTRA BIO INC | $17.04万 | 0.08% | 22,566 | 0 | 0.0% | — | 不变 |
| — | ELUTIA INC | $16.17万 | 0.08% | 165,094 | 0 | 0.0% | — | 不变 |
| — | QUOIN PHARMACEUTICALS LTD | $9.68万 | 0.05% | 20,000 | 0 | 0.0% | — | 不变 |
| — | LIPOCINE INC | $4.28万 | 0.02% | 16,712 | -95,074 | -85.1% | -$24.34万 | 减仓 |
| — | DOCGO INC | $2.02万 | 0.01% | 39,062 | -511 | -1.3% | -$264 | 减仓 |
| — | GOSSAMER BIO INC | $2,992 | 0.00% | 18,176 | 0 | 0.0% | — | 不变 |
| NVCR | NOVOCURE LTD | $0 | 0.00% | 0 | -202,330 | -100.0% | -$220.54万 | 清仓 |
| — | ENGENE HOLDINGS INC | $0 | 0.00% | 0 | -250,000 | -100.0% | -$170.25万 | 清仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL INC | $0 | 0.00% | 0 | -62,000 | -100.0% | -$129.89万 | 清仓 |
| — | KALVISTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -57,000 | -100.0% | -$114.74万 | 清仓 |
| VSTM | VERASTEM INC | $0 | 0.00% | 0 | -150,000 | -100.0% | -$79.50万 | 清仓 |
| — | APOGEE THERAPEUTICS INC | $0 | 0.00% | 0 | -9,000 | -100.0% | -$75.75万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -14,000 | -100.0% | -$56.32万 | 清仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $0 | 0.00% | 0 | -16,860 | -100.0% | -$56.18万 | 清仓 |
| RCUS | ARCUS BIOSCIENCES INC | $0 | 0.00% | 0 | -25,889 | -100.0% | -$55.92万 | 清仓 |
| RGNX | REGENXBIO INC | $0 | 0.00% | 0 | -66,270 | -100.0% | -$55.53万 | 清仓 |
| RCKT | ROCKET PHARMACEUTICALS INC | $0 | 0.00% | 0 | -127,025 | -100.0% | -$45.48万 | 清仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $0 | 0.00% | 0 | -20,100 | -100.0% | -$39.32万 | 清仓 |
| — | OUTSET MEDICAL INC | $0 | 0.00% | 0 | -98,882 | -100.0% | -$37.97万 | 清仓 |
| PHR | PHREESIA INC | $0 | 0.00% | 0 | -14,300 | -100.0% | -$11.98万 | 清仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -17,503 | -100.0% | -$4.10万 | 清仓 |