IFRX β€” INFLARX NV

Ownership history in Birchview Capital, LP  Β·  27 quarters on record

This page tracks every 13F SEC filing in which Birchview Capital, LP reported a position in INFLARX NV (IFRX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.55% (2018 Q4)
πŸ“Š Avg. % of fund
0.17%
πŸ“… First filed
2018 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
27

Position Intelligence

Birchview Capital, LP Γ— IFRX AI Analytics

πŸ“‰ Birchview Capital, LP underperformed the S&P 500 by –8.4% annually on this IFRX position. Timing score: 100% (3/3 decisions correct). Average cost basis: $3.82. Maximum drawdown during holding period: –97.9%.

πŸ“ˆ Position Alpha vs SPY
-8.4%
annualised excess return

❌ Significantly underperformed the S&P 500 by 8.4% ann.
25 quarters analyzed

⏱️ Timing Score
100%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
3 of 3 add/trim decisions correct

πŸ’° Entry Quality
$3.82
-64.9% vs current ($1.34)

Best entry: $3.82 (2020 Q1)  Β·  Worst: $3.82 (2020 Q1)

πŸ›‘οΈ Drawdown Resilience
–97.9%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

2 adds Β· 2 trims. Bought during 1 of 14 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.05% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    IFRX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 50,000 β€” 0% 0.05% $67K $1.34
2025 Q2 UNCHANGED 50,000 β€” 0% 0.04% $40K $0.79
2025 Q1 UNCHANGED 50,000 β€” 0% 0.04% $51K $1.02
2024 Q4 UNCHANGED 50,000 β€” 0% 0.10% $124K $2.47
2024 Q3 UNCHANGED 50,000 β€” 0% 0.07% $76K $1.53
2024 Q2 UNCHANGED 50,000 β€” 0% 0.08% $87K $1.74
2024 Q1 UNCHANGED 50,000 β€” 0% 0.06% $77K $1.54
2023 Q4 UNCHANGED 50,000 β€” 0% 0.06% $82K $1.63
2023 Q3 UNCHANGED 50,000 β€” 0% 0.13% $149K $2.98
2023 Q2 REDUCED 50,000 -20,000 -28.6% 0.17% $223K $4.46
17 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IFRX

As of 2025 Q4 β€” sorted by position size

SUVRETTA CAPITAL MANAGEMENT, LLC 3Y 7Y 0.16% 683 Capital Management, LLC 3Y 7Y 0.15% Eversept Partners, LP 3Y 7Y 0.09% DCF Advisers, LLC 3Y 0.04% Pacifica Partners Inc. 3Y 0.01% INSIGNEO ADVISORY SERVICES, LLC 3Y 0.0% XTX Topco Ltd 3Y 0.0% TWO SIGMA SECURITIES, LLC 3Y 7Y 0.0% Quadrature Capital Ltd 3Y 7Y 0.0% Concurrent Investment Advisors, LLC 0.0%
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