JO
BCAX

John Overdeck’s Bicara Therapeutics BCAX Stock Holding History

John Overdeck’s Portfolio BCAX Stock Details BCAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.38M Sell
46,606
-43,275
-48% -$966K ﹤0.01% 3339
2026
Q1 		$1.79M Sell
89,881
-8,600
-9% -$148K ﹤0.01% 2844
2025
Q4 		$1.66M Buy
98,481
+3,243
+3% +$55.4K ﹤0.01% 2581
2025
Q3 		$1.5M Sell
95,238
-39,219
-29% -$439K ﹤0.01% 2318
2025
Q2 		$1.25M Buy
134,457
+121,687
+953% +$1.45M ﹤0.01% 2122
2025
Q1 		$166K Buy
+12,770
New +$170K ﹤0.01% 2888
2024
Q4 		– Sell
-9,000
Closed -$229K – 3547
2024
Q3 		$229K Buy
+9,000
New +$230K ﹤0.01% 2768

Other funds holding BCAX

RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
RTM
Red Tree Management Redwood City, California $147M AUM 202.18% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

John Overdeck's BCAX Position: Q2 2026 in Review

John Overdeck reduced its Bicara Therapeutics (BCAX) stake by 48% in Q2 2026, selling an estimated $966K and leaving 46,606 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #3339.

John Overdeck first reported a position in BCAX in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.79M in Q1 2026. 169 funds tracked by Wall St. Rank hold BCAX as of Q2 2026.

  • John Overdeck held 46,606 shares of Bicara Therapeutics worth $1.38M as of Q2 2026.
  • John Overdeck sold 43,275 Bicara Therapeutics shares in Q2 2026, an estimated $966K.
  • Bicara Therapeutics made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3339 holding.
  • John Overdeck first reported a position in Bicara Therapeutics in Q3 2024 and has held it in 7 quarters since.
  • John Overdeck's Bicara Therapeutics position peaked at $1.79M in Q1 2026.
  • 169 funds tracked by Wall St. Rank held Bicara Therapeutics as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.