DS
BCYC

David Shaw’s Bicycle Therapeutics BCYC Stock Holding History

David Shaw’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 		$108K Buy
+25,457
New +$117K ﹤0.01% 4629
2026
Q1 		– Sell
-21,548
Closed -$153K – 4544
2025
Q4 		$153K Buy
+21,548
New +$159K ﹤0.01% 4366

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
AC
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
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GP
GSK plc London $602M AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

David Shaw's BCYC Position: Q2 2026 in Review

David Shaw opened a new position in Bicycle Therapeutics (BCYC) in Q2 2026: 25,457 shares worth $108K. The stake represents ﹤0.01% of the portfolio and ranks #4629 among its holdings. This is a return to the name: David Shaw previously reported a position in BCYC as recently as Q4 2025.

David Shaw first reported a position in BCYC in Q4 2025 and has held it in 2 quarters since. The position peaked at $153K in Q4 2025. 104 funds tracked by Wall St. Rank hold BCYC as of Q2 2026.

  • David Shaw held 25,457 shares of Bicycle Therapeutics worth $108K as of Q2 2026.
  • Bicycle Therapeutics was a new David Shaw position in Q2 2026.
  • Bicycle Therapeutics made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #4629 holding.
  • David Shaw first reported a position in Bicycle Therapeutics in Q4 2025 and has held it in 2 quarters since.
  • David Shaw's Bicycle Therapeutics position peaked at $153K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Bicycle Therapeutics as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.