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 Q2	$52.3K	Sell	12,343 -13,817	-53%	-$63.3K	﹤0.01%	1149
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 $20B AUM 154.41% 1-Year Est. Return

FIS

FCPM III Services Naarden, Netherlands $750M AUM 127.27% 1-Year Est. Return

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

GSK plc London $602M AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Aquatic Capital Management's BCYC Position: Q2 2026 in Review

Aquatic Capital Management reduced its Bicycle Therapeutics (BCYC) stake by 53% in Q2 2026, selling an estimated $63.3K and leaving 12,343 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Aquatic Capital Management first reported a position in BCYC in Q1 2023 and has held it in 7 quarters since. The position peaked at $133K in Q4 2025. 103 funds tracked by Wall St. Rank hold BCYC as of Q2 2026.

Aquatic Capital Management held 12,343 shares of Bicycle Therapeutics worth $52.3K as of Q2 2026.
Aquatic Capital Management sold 13,817 Bicycle Therapeutics shares in Q2 2026, an estimated $63.3K.
Bicycle Therapeutics made up ﹤0.01% of Aquatic Capital Management's portfolio in Q2 2026, its #1149 holding.
Aquatic Capital Management first reported a position in Bicycle Therapeutics in Q1 2023 and has held it in 7 quarters since.
Aquatic Capital Management's Bicycle Therapeutics position peaked at $133K in Q4 2025.
103 funds tracked by Wall St. Rank held Bicycle Therapeutics as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.