Baker Bros. Advisors’s Bicycle Therapeutics BCYC Stock Holding History

Baker Bros. Advisors’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	$50.5M	Hold	10,885,357	–	–	0.29%	35
2025 Q4	$77.1M	Hold	10,885,357	–	–	0.45%	30
2025 Q3	$84.3M	Hold	10,885,357	–	–	0.61%	22
2025 Q2	$75.7M	Hold	10,885,357	–	–	0.73%	18
2025 Q1	$92.4M	Hold	10,885,357	–	–	1.02%	15
2024 Q4	$152M	Buy	10,885,357 +1,485,397	+16%	+$31.8M	1.63%	12
2024 Q3	$213M	Hold	9,399,960	–	–	2.2%	10
2024 Q2	$190M	Buy	9,399,960 +4,457,137	+90%	+$101M	2.43%	8
2024 Q1	$123M	Buy	4,942,823 +3,152,433	+176%	+$67M	1.54%	9
2023 Q4	$32.4M	Buy	1,790,390 +946,576	+112%	+$15.7M	0.37%	32
2023 Q3	$17M	Hold	843,814	–	–	0.1%	39
2023 Q2	$21.5M	Hold	843,814	–	–	0.12%	41
2023 Q1	$17.9M	Hold	843,814	–	–	0.1%	39
2022 Q4	$25M	Hold	843,814	–	–	0.15%	35
2022 Q3	$19.6M	Buy	+843,814	New	+$20.1M	0.13%	46

Other funds holding BCYC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baker Bros. Advisors's BCYC Position: Q1 2026 in Review

Baker Bros. Advisors held its Bicycle Therapeutics (BCYC) position steady in Q1 2026 at 10,885,357 shares worth $50.5M. The position accounts for 0.29% of the portfolio, ranked #35.

Baker Bros. Advisors first reported a position in BCYC in Q3 2022 and has held it in 15 quarters since. The position peaked at $213M in Q3 2024. 98 funds tracked by Wall St. Rank hold BCYC as of Q1 2026.

Baker Bros. Advisors held 10,885,357 shares of Bicycle Therapeutics worth $50.5M as of Q1 2026.
Baker Bros. Advisors left its Bicycle Therapeutics share count unchanged in Q1 2026.
Bicycle Therapeutics made up 0.29% of Baker Bros. Advisors's portfolio in Q1 2026, its #35 holding.
Baker Bros. Advisors first reported a position in Bicycle Therapeutics in Q3 2022 and has held it in 15 quarters since.
Baker Bros. Advisors's Bicycle Therapeutics position peaked at $213M in Q3 2024.
98 funds tracked by Wall St. Rank held Bicycle Therapeutics as of Q1 2026.

Based on Baker Bros. Advisors's 13F filing for Q1 2026, filed 15 May 2026.