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 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 $17.4B AUM 131.5% 1-Year Est. Return

FIS

FCPM III Services Naarden, Netherlands $722M AUM 73.61% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

GSK plc London $599M AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Platinum Investment Management's BCYC Position: Q1 2026 in Review

Platinum Investment Management held its Bicycle Therapeutics (BCYC) position steady in Q1 2026 at 184,603 shares worth $857K. The position accounts for 0.22% of the portfolio, ranked #80.

Platinum Investment Management first reported a position in BCYC in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.29M in Q1 2024. 98 funds tracked by Wall St. Rank hold BCYC as of Q1 2026.

Platinum Investment Management held 184,603 shares of Bicycle Therapeutics worth $857K as of Q1 2026.
Platinum Investment Management left its Bicycle Therapeutics share count unchanged in Q1 2026.
Bicycle Therapeutics made up 0.22% of Platinum Investment Management's portfolio in Q1 2026, its #80 holding.
Platinum Investment Management first reported a position in Bicycle Therapeutics in Q3 2023 and has held it in 11 quarters since.
Platinum Investment Management's Bicycle Therapeutics position peaked at $8.29M in Q1 2024.
98 funds tracked by Wall St. Rank held Bicycle Therapeutics as of Q1 2026.

Based on Platinum Investment Management's 13F filing for Q1 2026, filed 14 May 2026.