FPC
BCYC

Flax Pond Capital’s Bicycle Therapeutics BCYC Stock Holding History

Flax Pond 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 		$764K Buy
180,086
+3,950
+2% +$18.1K 0.53% 44
2026
Q1 		$817K Buy
176,136
+2,503
+1% +$14.3K 0.66% 36
2025
Q4 		$1.23M Buy
+173,633
New +$1.28M 0.91% 38

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

Flax Pond Capital's BCYC Position: Q2 2026 in Review

Flax Pond Capital increased its Bicycle Therapeutics (BCYC) stake by 2.2% in Q2 2026, buying an estimated $18.1K and bringing the position to 180,086 shares worth $764K. The position accounts for 0.53% of the portfolio, ranked #44.

Flax Pond Capital first reported a position in BCYC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.23M in Q4 2025. 104 funds tracked by Wall St. Rank hold BCYC as of Q2 2026.

  • Flax Pond Capital held 180,086 shares of Bicycle Therapeutics worth $764K as of Q2 2026.
  • Flax Pond Capital bought 3,950 Bicycle Therapeutics shares in Q2 2026, an estimated $18.1K.
  • Bicycle Therapeutics made up 0.53% of Flax Pond Capital's portfolio in Q2 2026, its #44 holding.
  • Flax Pond Capital first reported a position in Bicycle Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • Flax Pond Capital's Bicycle Therapeutics position peaked at $1.23M in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Bicycle Therapeutics as of Q2 2026.

Based on Flax Pond Capital's 13F filing for Q2 2026, filed 13 Aug 2026.