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
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 $9.44B AUM 157.3% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RTM
Red Tree Management Redwood City, California $112M AUM 91.52% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OFM
Omega Fund Management Boston, Massachusetts $163M AUM 107.06% 1-Year Est. Return

OrbiMed's BCAX Position: Q1 2026 in Review

OrbiMed increased its Bicara Therapeutics (BCAX) stake by 219% in Q1 2026, buying an estimated $7.89M and bringing the position to 667,300 shares worth $13.3M. The position accounts for 0.26% of the portfolio, ranked #73.

OrbiMed first reported a position in BCAX in Q3 2024 and has held it in 5 quarters since. 146 funds tracked by Wall St. Rank hold BCAX as of Q1 2026.

  • OrbiMed held 667,300 shares of Bicara Therapeutics worth $13.3M as of Q1 2026.
  • OrbiMed bought 458,200 Bicara Therapeutics shares in Q1 2026, an estimated $7.89M.
  • Bicara Therapeutics made up 0.26% of OrbiMed's portfolio in Q1 2026, its #73 holding.
  • OrbiMed first reported a position in Bicara Therapeutics in Q3 2024 and has held it in 5 quarters since.
  • 146 funds tracked by Wall St. Rank held Bicara Therapeutics as of Q1 2026.

Based on OrbiMed's 13F filing for Q1 2026, filed 15 May 2026.