Armistice Capital’s Bicycle Therapeutics BCYC Stock Holding History

Armistice Capital’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	$14.4M	Hold	3,398,000	–	–	0.18%	84
2026 Q1	$15.8M	Buy	3,398,000 +162,000	+5%	+$926K	0.28%	67
2025 Q4	$22.9M	Buy	3,236,000 +258,000	+9%	+$1.9M	0.27%	61
2025 Q3	$23M	Buy	2,978,000 +178,000	+6%	+$1.34M	0.34%	45
2025 Q2	$19.5M	Buy	2,800,000 +128,000	+5%	+$1.02M	0.34%	48
2025 Q1	$22.7M	Buy	2,672,000 +476,000	+22%	+$5.61M	0.34%	59
2024 Q4	$30.7M	Buy	2,196,000 +240,000	+12%	+$5.14M	0.42%	45
2024 Q3	$44.3M	Sell	1,956,000 -16,000	-0.8%	-$369K	0.71%	28
2024 Q2	$39.9M	Buy	1,972,000 +300,000	+18%	+$6.78M	0.5%	34
2024 Q1	$41.6M	Buy	1,672,000 +136,000	+9%	+$2.89M	0.55%	33
2023 Q4	$27.8M	Buy	1,536,000 +536,000	+54%	+$8.87M	0.38%	48
2023 Q3	$20.1M	Buy	1,000,000 +124,000	+14%	+$2.84M	0.31%	58
2023 Q2	$22.4M	Buy	876,000 +140,000	+19%	+$3.25M	0.32%	58
2023 Q1	$15.7M	Buy	+736,000	New	+$18.5M	0.23%	74

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Armistice Capital's BCYC Position: Q2 2026 in Review

Armistice Capital held its Bicycle Therapeutics (BCYC) position steady in Q2 2026 at 3,398,000 shares worth $14.4M. The position accounts for 0.18% of the portfolio, ranked #84.

Armistice Capital first reported a position in BCYC in Q1 2023 and has held it in 14 quarters since. The position peaked at $44.3M in Q3 2024. 104 funds tracked by Wall St. Rank hold BCYC as of Q2 2026.

Armistice Capital held 3,398,000 shares of Bicycle Therapeutics worth $14.4M as of Q2 2026.
Armistice Capital left its Bicycle Therapeutics share count unchanged in Q2 2026.
Bicycle Therapeutics made up 0.18% of Armistice Capital's portfolio in Q2 2026, its #84 holding.
Armistice Capital first reported a position in Bicycle Therapeutics in Q1 2023 and has held it in 14 quarters since.
Armistice Capital's Bicycle Therapeutics position peaked at $44.3M in Q3 2024.
104 funds tracked by Wall St. Rank held Bicycle Therapeutics as of Q2 2026.

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