PAI
BCAX

Palo Alto Investors’s Bicara Therapeutics BCAX Stock Holding History

Palo Alto Investors’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 		$10.9M Buy
550,408
+251,833
+84% +$4.33M 1.67% 18
2025
Q4 		$5.03M Buy
+298,575
New +$5.1M 0.7% 28

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 $147M AUM 202.18% 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

Palo Alto Investors's BCAX Position: Q1 2026 in Review

Palo Alto Investors increased its Bicara Therapeutics (BCAX) stake by 84% in Q1 2026, buying an estimated $4.33M and bringing the position to 550,408 shares worth $10.9M. The position accounts for 1.67% of the portfolio, ranked #18.

Palo Alto Investors first reported a position in BCAX in Q4 2025 and has held it in 2 quarters since. 146 funds tracked by Wall St. Rank hold BCAX as of Q1 2026.

  • Palo Alto Investors held 550,408 shares of Bicara Therapeutics worth $10.9M as of Q1 2026.
  • Palo Alto Investors bought 251,833 Bicara Therapeutics shares in Q1 2026, an estimated $4.33M.
  • Bicara Therapeutics made up 1.67% of Palo Alto Investors's portfolio in Q1 2026, its #18 holding.
  • Palo Alto Investors first reported a position in Bicara Therapeutics in Q4 2025 and has held it in 2 quarters since.
  • 146 funds tracked by Wall St. Rank held Bicara Therapeutics as of Q1 2026.

Based on Palo Alto Investors's 13F filing for Q1 2026, filed 15 May 2026.