13FBOX
Birchview Capital, LP · 13F 持仓分析
期权收益计算器 机构排行

Birchview Capital, LP

No.6793
最新持仓市值 (Q2 2026)
$2.21亿
环比变动 Q1 2026
+$4,553.7万+25.9%
持仓股票数
72
新买入
14
加仓
18
减仓
21
清仓
15
持股不变
19
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
科磊KLAC
24.34%16.67%$5,384.6万17.8万股$2,927.6万2.0万股+15.9万股+797.61%加仓
百时美施贵宝BMY
7.74%10.57%$1,712.7万29.7万股$1,857.5万30.6万股-9,025股-2.95%减仓
泛林集团LRCX
6.86%4.38%$1,516.7万3.5万股$769.2万3.6万股-1,000股-2.78%减仓
QQUIDEL CORPQDELUSD
4.04%0.77%$893.8万8.9万股$135.6万8.3万股+6,829股+8.27%加仓
IINTELLIA THERAPEUTICSNTLA
3.07%3.25%$678.1万38.6万股$571.0万44.5万股-6.0万股-13.36%减仓
SOLID BIOSCIENCESSLDB
3.01%2.57%$665.5万66.6万股$450.7万62.6万股+4.0万股+6.42%加仓
BBIODESIXBDSX
2.92%2.37%$646.7万28.7万股$415.9万28.7万股00.00%持仓不变
STOKE THERAPEUTICSSTOK
2.63%3.89%$582.8万17.8万股$683.8万21.0万股-3.2万股-15.19%减仓
OOVINTIV COMOVV
2.56%3.63%$566.0万10.8万股$638.1万10.8万股00.00%持仓不变
NEKTAR THERAPEUTICS COM NEWNKTR
2.56%1.27%$565.5万8.1万股$223.0万3.1万股+5.0万股+161.29%加仓
CCORCEPT THERAPEUTICSCORT
2.25%1.08%$497.4万5.7万股$190.3万4.7万股+1.0万股+21.19%加仓
NeurocrineNBIX
2.07%2.04%$458.2万2.7万股$358.2万2.7万股00.00%持仓不变
PROTHENAPRTA
1.99%2.48%$439.6万44.9万股$436.4万44.9万股00.00%持仓不变
AACADIA PHARMACEUTICALS INC COMACAD
1.96%2.17%$432.6万17.1万股$380.6万17.1万股00.00%持仓不变
PPROTAGONIST THERAPEUTICSPTGX
1.94%2.1%$429.3万3.5万股$368.9万3.5万股+18股+0.05%加仓
CCOMPASS THERAPEUTICSCMPX
1.66%4.41%$366.8万167.5万股$775.4万146.6万股+20.9万股+14.27%加仓
RRELMADA THERAPEUTICSRLMD
1.28%1.62%$282.4万40.8万股$284.9万40.9万股-1,287股-0.31%减仓
ALKERMESALKS
1.18%1.01%$262.0万5.0万股$176.8万5.0万股00.00%持仓不变
HalozymeHALO
1.18%0.37%$260.3万3.3万股$65.3万1.0万股+2.3万股+229.22%加仓
CCELLDEX THERAPEUTICS NEWCLDX
1.18%1.27%$260.1万7.0万股$222.3万7.0万股-195股-0.28%减仓
CYTOKINETICSCYTK
1.16%1.13%$255.6万3.0万股$197.7万3.0万股00.00%持仓不变
OOLEMA PHARMACEUTICALS INC COMOLMA
1.13%1.86%$248.9万19.9万股$326.5万21.9万股-2.0万股-9.13%减仓
VVERA THERAPEUTICSVERA
1.12%1.01%$247.8万5.8万股$177.0万4.4万股+1.4万股+31.27%加仓
United TherapeuticsUTHR
1.1%1.52%$244.1万4,506股$266.8万4,500股+6股+0.13%加仓
ZZENAS BIOPHARMAZBIO
1.07%0.78%$237.6万9.4万股$136.9万7.0万股+2.4万股+33.72%加仓
UNIQUREQURE
1.06%0.94%$233.5万5.1万股$164.6万10.1万股-5.0万股-49.65%减仓
PPACIFIC BIOSCIENCES CALIF INC COMPACB
1.03%1.13%$226.8万135.0万股$198.0万150.0万股-15.0万股-10.00%减仓
ABIVAXABVX
1.02%$226.5万1.7万股$00股+1.7万股新买入
VIR BIOTECHNOLOGYVIR
1.01%$224.2万22.0万股$00股+22.0万股新买入
渤健BIIB
0.88%0.52%$194.5万9,000股$91.7万5,000股+4,000股+80.00%加仓
EQTEQT
0.83%1.25%$184.1万3.5万股$220.3万3.5万股00.00%持仓不变
BBIOAGE LABSBIOA
0.76%$169.1万6.9万股$00股+6.9万股新买入
TTRAVERE THERAPEUTICSTVTX
0.74%0.49%$164.7万2.9万股$86.8万2.9万股-200股-0.68%减仓
AXSOME THERAPEUTICSAXSM
0.66%0.58%$146.9万6,000股$101.4万6,000股00.00%持仓不变
FFOGHORN THERAPEUTICSFHTX
0.62%0.77%$137.6万28.2万股$134.7万28.2万股+207股+0.07%加仓
BICYCLE THERAPEUTICS PLC SPON ADS EACH REP 1 ORD SHSBCYC
0.6%1.22%$133.0万31.4万股$215.1万46.4万股-15.0万股-32.35%减仓
STRUCTURE THERAPEUTICSGPCR
0.58%2.74%$128.8万2.4万股$482.0万10.0万股-7.6万股-76.00%减仓
XENON PHARMACEUTICALSXENE
0.57%0.7%$126.9万2.1万股$122.1万2.1万股+32股+0.15%加仓
诺和诺德NVO
0.52%$115.1万2.4万股$00股+2.4万股新买入
自由港麦克莫兰FCX
0.51%0.6%$113.4万1.8万股$106.0万1.8万股-5股-0.03%减仓
IIMMUNOMEIMNM
0.48%0.62%$106.0万5.0万股$109.4万5.0万股00.00%持仓不变
PHARVARISPHVS
0.47%0.48%$103.2万3.0万股$84.3万3.0万股00.00%持仓不变
HARROWHROW
0.46%0.48%$101.9万2.4万股$84.6万2.4万股00.00%持仓不变
AADAGENEADAG
0.46%$100.8万24.0万股$00股+24.0万股新买入
DDEFINIUM THERAPEUTICSDFTX
0.43%$94.1万2.0万股$00股+2.0万股新买入
SSILENCE THERAPEUTICS PLCSLN
0.35%$78.2万7.1万股$00股+7.1万股新买入
BridgeBioBBIO
0.29%0.37%$65.1万8,741股$64.5万8,688股+53股+0.61%加仓
4D MOLECULAR THERAPEUTICS INFDMT
0.29%$64.5万4.9万股$00股+4.9万股新买入
UUROGEN PHARMAURGN
0.27%$60.7万1.6万股$00股+1.6万股新买入
PPHATHOM PHARMACEUTICALSPHAT
0.27%1.23%$59.7万5.5万股$216.6万19.5万股-14.0万股-71.79%减仓

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