JY
BCYC

Jeff Yass’s Bicycle Therapeutics BCYC Stock Holding History

Jeff Yass’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 		$1.04M Buy
245,900
+3,300
+1% +$15.1K ﹤0.01% 8098
2026
Q1 		$1.13M Buy
242,600
+148,600
+158% +$849K ﹤0.01% 7571
2025
Q4 		$666K Buy
+94,000
New +$693K ﹤0.01% 8147
2025
Q3 		– Sell
-12,800
Closed -$89K – 12386
2025
Q2 		$89K Buy
+12,800
New +$102K ﹤0.01% 11856
2025
Q1 		– Sell
-10,800
Closed -$151K – 12479
2024
Q4 		$151K Sell
10,800
-7,700
-42% -$165K ﹤0.01% 11016
2024
Q3 		$419K Buy
18,500
+8,600
+87% +$198K ﹤0.01% 8892
2024
Q2 		$200K Buy
+9,900
New +$224K ﹤0.01% 10359
2024
Q1 		– Sell
-25,500
Closed -$461K – 12169
2023
Q4 		$461K Sell
25,500
-17,500
-41% -$290K ﹤0.01% 8870
2023
Q3 		$864K Buy
43,000
+12,300
+40% +$281K ﹤0.01% 6955
2023
Q2 		$783K Sell
30,700
-6,300
-17% -$146K ﹤0.01% 7248
2023
Q1 		$787K Buy
37,000
+600
+2% +$15K ﹤0.01% 7456
2022
Q4 		$1.08M Buy
+36,400
New +$977K ﹤0.01% 6025
2022
Q2 		– Sell
-11,400
Closed -$500K – 12878
2022
Q1 		$500K Sell
11,400
-1,200
-10% -$56K ﹤0.01% 8967
2021
Q4 		$767K Buy
12,600
+6,300
+100% +$348K ﹤0.01% 7996
2021
Q3 		$262K Buy
+6,300
New +$220K ﹤0.01% 10902

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

Jeff Yass's BCYC Position: Q2 2026 in Review

Jeff Yass reduced its Bicycle Therapeutics (BCYC) stake by 16% in Q2 2026, selling an estimated $27.2K and leaving 31,957 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #12280.

Jeff Yass first reported a position in BCYC in Q3 2021 and has held it in 11 quarters since. The position peaked at $1.6M in Q2 2023. 104 funds tracked by Wall St. Rank hold BCYC as of Q2 2026.

  • Jeff Yass held 31,957 shares of Bicycle Therapeutics worth $135K as of Q2 2026.
  • Jeff Yass sold 5,931 Bicycle Therapeutics shares in Q2 2026, an estimated $27.2K.
  • Bicycle Therapeutics made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12280 holding.
  • Jeff Yass first reported a position in Bicycle Therapeutics in Q3 2021 and has held it in 11 quarters since.
  • Jeff Yass's Bicycle Therapeutics position peaked at $1.6M in Q2 2023.
  • 104 funds tracked by Wall St. Rank held Bicycle Therapeutics as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.