O
BCAX

OrbiMed’s Bicara Therapeutics BCAX Stock Holding History

OrbiMed’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 		$5.67M Sell
191,100
-476,200
-71% -$10.6M 0.11% 100
2026
Q1 		$13.3M Buy
667,300
+458,200
+219% +$7.89M 0.26% 73
2025
Q4 		$3.52M Buy
+209,100
New +$3.57M 0.07% 94
2025
Q2 		– Sell
-298,301
Closed -$3.89M – 126
2025
Q1 		$3.89M Hold
298,301
– – 0.09% 84
2024
Q4 		$5.2M Buy
298,301
+26,391
+10% +$549K 0.11% 87
2024
Q3 		$6.93M Buy
+271,910
New +$6.93M 0.13% 85

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

OrbiMed's BCAX Position: Q2 2026 in Review

OrbiMed reduced its Bicara Therapeutics (BCAX) stake by 71% in Q2 2026, selling an estimated $10.6M and leaving 191,100 shares worth $5.67M. The position accounts for 0.11% of the portfolio, ranked #100.

OrbiMed first reported a position in BCAX in Q3 2024 and has held it in 6 quarters since. The position peaked at $13.3M in Q1 2026. 172 funds tracked by Wall St. Rank hold BCAX as of Q2 2026.

  • OrbiMed held 191,100 shares of Bicara Therapeutics worth $5.67M as of Q2 2026.
  • OrbiMed sold 476,200 Bicara Therapeutics shares in Q2 2026, an estimated $10.6M.
  • Bicara Therapeutics made up 0.11% of OrbiMed's portfolio in Q2 2026, its #100 holding.
  • OrbiMed first reported a position in Bicara Therapeutics in Q3 2024 and has held it in 6 quarters since.
  • OrbiMed's Bicara Therapeutics position peaked at $13.3M in Q1 2026.
  • 172 funds tracked by Wall St. Rank held Bicara Therapeutics as of Q2 2026.

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