Ikarian Capital’s Tectonic Therapeutic TECX Stock Holding History

Ikarian Capital’s Portfolio TECX Stock Details TECX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.08M	Buy	205,837 +48,300	+31%	+$1.42M	0.76%	37
2026 Q1	$4.87M	Buy	+157,537	New	+$3.88M	0.4%	61
2025 Q3	–	Sell	-163,696	Closed	-$3.25M	–	200
2025 Q2	$3.25M	Sell	163,696 -105,394	-39%	-$2.14M	0.62%	50
2025 Q1	$4.77M	Buy	269,090 +126,762	+89%	+$4.13M	0.59%	38
2024 Q4	$6.57M	Sell	142,328 -124,817	-47%	-$5.28M	0.89%	31
2024 Q3	$8.09M	Buy	267,145 +204,309	+325%	+$3.73M	1.13%	24
2024 Q2	$1.03M	Sell	62,836 -2	-0%	-$32	0.18%	76
2024 Q1	$965K	Buy	62,838 +2,983	+5%	+$47.2K	0.11%	106
2023 Q4	$977K	Hold	59,855	–	–	0.09%	101
2023 Q3	$1.11M	Buy	59,855 +48,676	+435%	+$861K	0.13%	97
2023 Q2	$127K	Buy	+11,179	New	+$126K	0.02%	117
2020 Q4	–	Sell	-10,417	Closed	-$1.63M	–	254
2020 Q3	$1.63M	Buy	+10,417	New	+$2.1M	0.12%	120

Other funds holding TECX

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

TCM

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

5VM

5AM Venture Management San Francisco, California $288M AUM 313.93% 1-Year Est. Return

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPC

Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return

Ikarian Capital's TECX Position: Q2 2026 in Review

Ikarian Capital increased its Tectonic Therapeutic (TECX) stake by 31% in Q2 2026, buying an estimated $1.42M and bringing the position to 205,837 shares worth $7.08M. The position accounts for 0.76% of the portfolio, ranked #37.

Ikarian Capital first reported a position in TECX in Q3 2020 and has held it in 12 quarters since. The position peaked at $8.09M in Q3 2024. 123 funds tracked by Wall St. Rank hold TECX as of Q2 2026.

Ikarian Capital held 205,837 shares of Tectonic Therapeutic worth $7.08M as of Q2 2026.
Ikarian Capital bought 48,300 Tectonic Therapeutic shares in Q2 2026, an estimated $1.42M.
Tectonic Therapeutic made up 0.76% of Ikarian Capital's portfolio in Q2 2026, its #37 holding.
Ikarian Capital first reported a position in Tectonic Therapeutic in Q3 2020 and has held it in 12 quarters since.
Ikarian Capital's Tectonic Therapeutic position peaked at $8.09M in Q3 2024.
123 funds tracked by Wall St. Rank held Tectonic Therapeutic as of Q2 2026.

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