Aquatic Capital Management’s Bicycle Therapeutics BCYC Stock Holding History

Aquatic 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	$121K	Buy	26,160 +7,343	+39%	+$42K	﹤0.01%	1070
2025 Q4	$133K	Buy	+18,817	New	+$139K	﹤0.01%	1097
2024 Q3	–	Sell	-5,500	Closed	-$111K	–	1155
2024 Q2	$111K	Buy	+5,500	New	+$124K	﹤0.01%	873
2024 Q1	–	Sell	-4,500	Closed	-$81K	–	1231
2023 Q4	$81K	Buy	4,500 +3,600	+400%	+$59.6K	﹤0.01%	1047
2023 Q3	$18K	Buy	+900	New	+$20.6K	﹤0.01%	1084
2023 Q2	–	Sell	-800	Closed	-$17K	–	1341
2023 Q1	$17K	Buy	+800	New	+$20.1K	﹤0.01%	1065

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

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 Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

GSK plc London $599M AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Aquatic Capital Management increased its Bicycle Therapeutics (BCYC) stake by 39% in Q1 2026, buying an estimated $42K and bringing the position to 26,160 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Aquatic Capital Management first reported a position in BCYC in Q1 2023 and has held it in 6 quarters since. The position peaked at $133K in Q4 2025. 98 funds tracked by Wall St. Rank hold BCYC as of Q1 2026.

Aquatic Capital Management held 26,160 shares of Bicycle Therapeutics worth $121K as of Q1 2026.
Aquatic Capital Management bought 7,343 Bicycle Therapeutics shares in Q1 2026, an estimated $42K.
Bicycle Therapeutics made up ﹤0.01% of Aquatic Capital Management's portfolio in Q1 2026, its #1070 holding.
Aquatic Capital Management first reported a position in Bicycle Therapeutics in Q1 2023 and has held it in 6 quarters since.
Aquatic Capital Management's Bicycle Therapeutics position peaked at $133K in Q4 2025.
98 funds tracked by Wall St. Rank held Bicycle Therapeutics as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.