Julian Baker’s Bicycle Therapeutics BCYC Stock Holding History

Julian Baker’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	$46.2M	Hold	10,885,357	–	–	0.23%	38
2026 Q1	$50.5M	Hold	10,885,357	–	–	0.29%	35
2025 Q4	$77.1M	Hold	10,885,357	–	–	0.45%	30
2025 Q3	$84.3M	Hold	10,885,357	–	–	0.61%	22
2025 Q2	$75.7M	Hold	10,885,357	–	–	0.73%	18
2025 Q1	$92.4M	Hold	10,885,357	–	–	1.02%	15
2024 Q4	$152M	Buy	10,885,357 +1,485,397	+16%	+$31.8M	1.63%	12
2024 Q3	$213M	Hold	9,399,960	–	–	2.2%	10
2024 Q2	$190M	Buy	9,399,960 +4,457,137	+90%	+$101M	2.43%	8
2024 Q1	$123M	Buy	4,942,823 +3,152,433	+176%	+$67M	1.54%	9
2023 Q4	$32.4M	Buy	1,790,390 +946,576	+112%	+$15.7M	0.37%	32
2023 Q3	$17M	Hold	843,814	–	–	0.1%	39
2023 Q2	$21.5M	Hold	843,814	–	–	0.12%	41
2023 Q1	$17.9M	Hold	843,814	–	–	0.1%	39
2022 Q4	$25M	Hold	843,814	–	–	0.15%	35
2022 Q3	$19.6M	Buy	+843,814	New	+$20.1M	0.13%	46

Other funds holding BCYC

FIS

FCPM III Services Naarden, Netherlands $750M AUM 127.27% 1-Year Est. Return

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 Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

GSK plc London $602M AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Julian Baker's BCYC Position: Q2 2026 in Review

Julian Baker held its Bicycle Therapeutics (BCYC) position steady in Q2 2026 at 10,885,357 shares worth $46.2M. The position accounts for 0.23% of the portfolio, ranked #38.

Julian Baker first reported a position in BCYC in Q3 2022 and has held it in 16 quarters since. The position peaked at $213M in Q3 2024. 104 funds tracked by Wall St. Rank hold BCYC as of Q2 2026.

Julian Baker held 10,885,357 shares of Bicycle Therapeutics worth $46.2M as of Q2 2026.
Julian Baker left its Bicycle Therapeutics share count unchanged in Q2 2026.
Bicycle Therapeutics made up 0.23% of Julian Baker's portfolio in Q2 2026, its #38 holding.
Julian Baker first reported a position in Bicycle Therapeutics in Q3 2022 and has held it in 16 quarters since.
Julian Baker's Bicycle Therapeutics position peaked at $213M in Q3 2024.
104 funds tracked by Wall St. Rank held Bicycle Therapeutics as of Q2 2026.

Based on Baker Bros. Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.