ACM
BCYC

ADAR1 Capital Management’s Bicycle Therapeutics BCYC Stock Holding History

ADAR1 Capital Management’s Portfolio BCYC Stock Details BCYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$331K Buy
+71,298
New +$407K 0.02% 229
2024
Q2 		– Sell
-14,430
Closed -$359K – 275
2024
Q1 		$359K Sell
14,430
-60,395
-81% -$1.28M 0.08% 94
2023
Q4 		$1.35M Buy
+74,825
New +$1.24M 0.48% 37

Other funds holding BCYC

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
FIS
FCPM III Services Naarden, Netherlands $722M AUM 73.61% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
GP
GSK plc London $599M AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ADAR1 Capital Management's BCYC Position: Q1 2026 in Review

ADAR1 Capital Management opened a new position in Bicycle Therapeutics (BCYC) in Q1 2026: 71,298 shares worth $331K. The stake represents 0.02% of the portfolio and ranks #229 among its holdings. This is a return to the name: ADAR1 Capital Management previously reported a position in BCYC as recently as Q1 2024.

ADAR1 Capital Management first reported a position in BCYC in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.35M in Q4 2023. 98 funds tracked by Wall St. Rank hold BCYC as of Q1 2026.

  • ADAR1 Capital Management held 71,298 shares of Bicycle Therapeutics worth $331K as of Q1 2026.
  • Bicycle Therapeutics was a new ADAR1 Capital Management position in Q1 2026.
  • Bicycle Therapeutics made up 0.02% of ADAR1 Capital Management's portfolio in Q1 2026, its #229 holding.
  • ADAR1 Capital Management first reported a position in Bicycle Therapeutics in Q4 2023 and has held it in 3 quarters since.
  • ADAR1 Capital Management's Bicycle Therapeutics position peaked at $1.35M in Q4 2023.
  • 98 funds tracked by Wall St. Rank held Bicycle Therapeutics as of Q1 2026.

Based on ADAR1 Capital Management's 13F filing for Q1 2026, filed 18 May 2026.