Ikarian Capital’s Arcus Biosciences RCUS Stock Holding History

Ikarian Capital’s Portfolio RCUS Stock Details RCUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.6M	Buy	+504,559	New	+$12.5M	1.68%	14
2025 Q3	–	Sell	-163,363	Closed	-$1.33M	–	189
2025 Q2	$1.33M	Hold	163,363	–	–	0.26%	75
2025 Q1	$1.28M	Sell	163,363 -215,000	-57%	-$2.49M	0.16%	84
2024 Q4	$5.63M	Sell	378,363 -365,637	-49%	-$5.97M	0.77%	35
2024 Q3	$11.4M	Buy	744,000 +599,000	+413%	+$9.44M	1.59%	13
2024 Q2	$2.21M	Buy	+145,000	New	+$2.34M	0.38%	53
2023 Q4	–	Sell	-254,876	Closed	-$4.07M	–	168
2023 Q3	$4.58M	Sell	254,876 -25,124	-9%	-$505K	0.55%	51
2023 Q2	$5.69M	Buy	280,000 +50,000	+22%	+$952K	0.91%	35
2023 Q1	$4.2M	Buy	230,000 +92,013	+67%	+$1.76M	0.95%	39
2022 Q4	$2.85M	Buy	+137,987	New	+$3.8M	0.69%	38

Other funds holding RCUS

Gilead Sciences Foster City, California $1.65B AUM 166.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SCM

Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Ikarian Capital's RCUS Position: Q2 2026 in Review

Ikarian Capital opened a new position in Arcus Biosciences (RCUS) in Q2 2026: 504,559 shares worth $15.6M. The stake represents 1.68% of the portfolio and ranks #14 among its holdings. This is a return to the name: Ikarian Capital previously reported a position in RCUS as recently as Q2 2025.

Ikarian Capital first reported a position in RCUS in Q4 2022 and has held it in 10 quarters since. 232 funds tracked by Wall St. Rank hold RCUS as of Q2 2026.

Ikarian Capital held 504,559 shares of Arcus Biosciences worth $15.6M as of Q2 2026.
Arcus Biosciences was a new Ikarian Capital position in Q2 2026.
Arcus Biosciences made up 1.68% of Ikarian Capital's portfolio in Q2 2026, its #14 holding.
Ikarian Capital first reported a position in Arcus Biosciences in Q4 2022 and has held it in 10 quarters since.
232 funds tracked by Wall St. Rank held Arcus Biosciences as of Q2 2026.

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