Birchview Capital, LP
Birchview Capital, LP is an SEC-registered investment adviser headquartered in Burlington, Vermont. Founded in 2014 by Matthew William Strobeck, it specializes in providing investment management services to privately offered investment funds and separately managed accounts, with a focus on both public and private growth companies. The firm primarily serves high-net-worth individuals and institutional clients and manages over $180 million in client assets. Birchview Capital's team has extensive experience in healthcare, technology, and related growth sectors, seeking to generate capital appreciation by investing in underappreciated companies with significant growth potential.
Investment Strategy
Birchview Capital, LP seeks to generate capital appreciation by identifying and investing in underappreciated companies with strong growth potential. The firm's strategy includes both public and private investments, with a particular focus on sectors such as healthcare, biosciences, energy, and technology. Birchview utilizes fundamental analysis to select portfolio companies, maintains a concentrated portfolio with significant positions in select holdings, and is willing to use leverage and directional bets where it deems advantageous. It also manages risk by reviewing client portfolios regularly and providing transparent reporting.
Top Holdings
Equity Positions (64)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BMY | BRISTOL-MYERS SQUIBB CO | 14.86% | $15.0M | 323,358 | $63.03 | $46.29 | -$26.8M |
K KLAC | KLA CORPORATION | 14.10% | $14.2M | 15,848 | $895.74 | $895.74 | +$14.2M |
C CORT | CORCEPT THERAPEUTICS INC | 4.90% | $4.9M | 67,200 | $16.69 | $73.40 | -$2.6M |
O OVV | OVINTIV INC | 4.06% | $4.1M | 107,500 | $34.20 | $38.05 | +$1.9M |
A ACAD | ACADIA PHARMACEUTICALS INC | 4.02% | $4.1M | 187,800 | $23.83 | $21.57 | -$324.2K |