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  Name: Birch Capital Management LLC
  City: DALLAS
  State: TX
  Zip: 75208-2525
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $192,473,000
  Total Value Change : $18,248,000
  Securities Held Change : -3
   
All Securities Held : 89
  New Positions : 5
  Closed Positions : 9
  Increased Positions : 33
  Unchanged Positions : 20
  Decreased Positions : 31

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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CPAY)1 Year Chart         CPAY Corpay Inc New $279.53 $1,946,000 6,307 1.01% 1,946,000 6,307 0.009    Business Services
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 72 New $532.13 $21,000 40 0.01% 21,000 40 0    Closed - End Fund - E...
   (VLTO)1 Year Chart         VLTO Veralto Corp 79 New $98.60 $3,000 30 0% 3,000 30 0    N/A
   (TTD)1 Year Chart         TTD Trade Desk, Inc. 84 New $94.78 $1,000 17 0% 1,000 17 0    N/A
   (VXRT)1 Year Chart         VXRT Vaxart Inc 94 New $0.96 $0 33 0% 0 33 0    Biotechnology

      5 Records Found
  1    
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