Murray Stahl’s Bicycle Therapeutics BCYC Stock Holding History

Murray Stahl’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	$53.4K	Sell	12,584 -604	-5%	-$2.77K	﹤0.01%	330
2026 Q1	$61.2K	Sell	13,188 -604	-4%	-$3.45K	﹤0.01%	333
2025 Q4	$97.6K	Sell	13,792 -604	-4%	-$4.45K	﹤0.01%	315
2025 Q3	$111K	Buy	14,396 +604	+4%	+$4.56K	﹤0.01%	322
2025 Q2	$95.9K	Sell	13,792 -604	-4%	-$4.81K	﹤0.01%	336
2025 Q1	$122K	Hold	14,396	–	–	﹤0.01%	322
2024 Q4	$202K	Buy	14,396 +604	+4%	+$12.9K	﹤0.01%	309
2024 Q3	$312K	Sell	13,792 -604	-4%	-$13.9K	﹤0.01%	278
2024 Q2	$291K	Hold	14,396	–	–	0.01%	256
2024 Q1	$358K	Hold	14,396	–	–	0.01%	239
2023 Q4	$260K	Sell	14,396 -604	-4%	-$9.99K	0.01%	264
2023 Q3	$301K	Hold	15,000	–	–	0.01%	254
2023 Q2	$383K	Hold	15,000	–	–	0.01%	246
2023 Q1	$319K	Buy	+15,000	New	+$376K	0.01%	253

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

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

Murray Stahl's BCYC Position: Q2 2026 in Review

Murray Stahl reduced its Bicycle Therapeutics (BCYC) stake by 4.6% in Q2 2026, selling an estimated $2.77K and leaving 12,584 shares worth $53.4K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Murray Stahl first reported a position in BCYC in Q1 2023 and has held it in 14 quarters since. The position peaked at $383K in Q2 2023. 104 funds tracked by Wall St. Rank hold BCYC as of Q2 2026.

Murray Stahl held 12,584 shares of Bicycle Therapeutics worth $53.4K as of Q2 2026.
Murray Stahl sold 604 Bicycle Therapeutics shares in Q2 2026, an estimated $2.77K.
Bicycle Therapeutics made up ﹤0.01% of Murray Stahl's portfolio in Q2 2026, its #330 holding.
Murray Stahl first reported a position in Bicycle Therapeutics in Q1 2023 and has held it in 14 quarters since.
Murray Stahl's Bicycle Therapeutics position peaked at $383K in Q2 2023.
104 funds tracked by Wall St. Rank held Bicycle Therapeutics as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.