Birchview Capital, LP 13F 持仓 · 2026年Q2
Birchview Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 72 只证券，申报市值合计 2.14 亿美元。前几大持仓：KLAC（25.18%）、BMY（8.01%）、LRCX（7.09%）。本季前 25 大持仓中：增持 10 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | KLAC | KLA CORPORATION | $53.8M | 25.18% | 178,471 | 增持 |
| 2 | BMY | BRISTOL-MYERS SQUIBB CO | $17.1M | 8.01% | 297,243 | 减持 |
| 3 | LRCX | LAM RESEARCH CORPORATION | $15.2M | 7.09% | 35,000 | 减持 |
| 4 | NTLA | INTELLIA THERAPEUTICS INC (NTLA) C @ 13.0 10/16/2026 | $6.8M | 3.17% | 385,900 | 减持 |
| 5 | SLDB | SOLID BIOSCIENCES INC | $6.7M | 3.11% | 666,196 | 增持 |
| 6 | BDSX | BIODESIX INC | $6.5M | 3.02% | 286,804 | 持平 |
| 7 | STOK | STOKE THERAPEUTICS INC | $5.8M | 2.73% | 178,110 | 减持 |
| 8 | OVV | OVINTIV INC | $5.7M | 2.65% | 107,500 | 持平 |
| 9 | NKTR | NEKTAR THERAPEUTICS | $5.7M | 2.64% | 81,000 | 增持 |
| 10 | CORT | CORCEPT THERAPEUTICS INC | $5.0M | 2.33% | 57,200 | 增持 |
| 11 | NBIX | NEUROCRINE BIOSCIENCES INC | $4.6M | 2.14% | 27,190 | 持平 |
| 12 | PRTA | PROTHENA CORP PLC | $4.4M | 2.06% | 449,019 | 持平 |
| 13 | ACAD | ACADIA PHARMACEUTICALS INC | $4.3M | 2.02% | 171,000 | 持平 |
| 14 | PTGX | PROTAGONIST THERAPEUTICS INC | $4.3M | 2.01% | 35,018 | 增持 |
| 15 | CMPX | COMPASS THERAPEUTICS INC | $3.7M | 1.72% | 1.7M | 增持 |
| 16 | RLMD | RELMADA THERAPEUTICS INC | $2.8M | 1.32% | 408,100 | 减持 |
| 17 | ALKS | ALKERMES PLC | $2.6M | 1.23% | 50,000 | 持平 |
| 18 | CLDX | CELLDEX THERAPEUTICS INC | $2.6M | 1.22% | 69,900 | 减持 |
| 19 | HALO | HALOZYME THERAPEUTICS INC | $2.6M | 1.22% | 33,251 | 增持 |
| 20 | CYTK | CYTOKINETICS INC | $2.6M | 1.20% | 30,000 | 持平 |
| 21 | OLMA | OLEMA PHARMACEUTICALS INC | $2.5M | 1.16% | 199,000 | 减持 |
| 22 | VERA | VERA THERAPEUTICS INC | $2.5M | 1.16% | 57,758 | 增持 |
| 23 | UTHR | UNITED THERAPEUTICS CORP | $2.4M | 1.14% | 4,506 | 增持 |
| 24 | ZBIO | ZENAS BIOPHARMA INC | $2.4M | 1.11% | 93,601 | 增持 |
| 25 | QURE | UNIQURE NV | $2.3M | 1.09% | 50,697 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR