Platinum Investment Management’s Bicycle Therapeutics BCYC Stock Holding History

Platinum Investment Management’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	–	Sell	-184,603	Closed	-$857K	–	88
2026 Q1	$857K	Hold	184,603	–	–	0.22%	80
2025 Q4	$1.31M	Hold	184,603	–	–	0.3%	78
2025 Q3	$1.43M	Sell	184,603 -100,778	-35%	-$761K	0.09%	76
2025 Q2	$1.98M	Sell	285,381 -2,218	-0.8%	-$17.7K	0.13%	56
2025 Q1	$2.44M	Sell	287,599 -21,460	-7%	-$253K	0.14%	49
2024 Q4	$4.33M	Buy	309,059 +36,910	+14%	+$791K	0.25%	42
2024 Q3	$6.16M	Sell	272,149 -21,296	-7%	-$491K	0.28%	33
2024 Q2	$5.94M	Sell	293,445 -39,556	-12%	-$894K	0.24%	33
2024 Q1	$8.29M	Sell	333,001 -29,079	-8%	-$618K	0.33%	31
2023 Q4	$6.55M	Buy	362,080 +76,601	+27%	+$1.27M	0.27%	50
2023 Q3	$5.74M	Buy	+285,479	New	+$6.53M	0.22%	49

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

Platinum Investment Management's BCYC Position: Q2 2026 in Review

Platinum Investment Management sold out of Bicycle Therapeutics (BCYC) in Q2 2026, closing a stake of 184,603 shares — an estimated $857K sold.

Platinum Investment Management first reported a position in BCYC in Q3 2023 and held it in 11 quarters. The position peaked at $8.29M in Q1 2024. 104 funds tracked by Wall St. Rank hold BCYC as of Q2 2026.

Platinum Investment Management reported no remaining Bicycle Therapeutics position as of Q2 2026 after selling out during the quarter.
Platinum Investment Management sold 184,603 Bicycle Therapeutics shares in Q2 2026, an estimated $857K.
Platinum Investment Management first reported a position in Bicycle Therapeutics in Q3 2023 and held it in 11 quarters.
Platinum Investment Management's Bicycle Therapeutics position peaked at $8.29M in Q1 2024.
104 funds tracked by Wall St. Rank held Bicycle Therapeutics as of Q2 2026.

Based on Platinum Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.