TCM
BCYC

Tybourne Capital Management’s Bicycle Therapeutics BCYC Stock Holding History

Tybourne Capital 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
2025
Q3 		– Sell
-993,743
Closed -$6.91M – 5
2025
Q2 		$6.91M Buy
993,743
+417,400
+72% +$3.32M 20% 3
2025
Q1 		$4.89M Sell
576,343
-693,192
-55% -$8.17M 20.77% 3
2024
Q4 		$17.8M Sell
1,269,535
-125,000
-9% -$2.68M 4.46% 9
2024
Q3 		$31.6M Sell
1,394,535
-115,178
-8% -$2.66M 8.85% 6
2024
Q2 		$30.6M Sell
1,509,713
-35,313
-2% -$798K 6.21% 9
2024
Q1 		$38.5M Sell
1,545,026
-105,294
-6% -$2.24M 6.58% 5
2023
Q4 		$29.8M Buy
1,650,320
+368,500
+29% +$6.1M 4.45% 11
2023
Q3 		$25.8M Hold
1,281,820
– – 3.6% 12
2023
Q2 		$32.7M Sell
1,281,820
-127,011
-9% -$2.95M 3.54% 12
2023
Q1 		$30M Buy
1,408,831
+503,109
+56% +$12.6M 3.02% 13
2022
Q4 		$26.8M Sell
905,722
-135,609
-13% -$3.64M 2.67% 16
2022
Q3 		$24.2M Sell
1,041,331
-112,795
-10% -$2.68M 2.33% 19
2022
Q2 		$19.4M Hold
1,154,126
– – 1.4% 23
2022
Q1 		$50.6M Sell
1,154,126
-899,678
-44% -$42M 3% 18
2021
Q4 		$125M Buy
2,053,804
+95,843
+5% +$5.29M 3.71% 13
2021
Q3 		$81.4M Hold
1,957,961
– – 2.05% 16
2021
Q2 		$59.4M Hold
1,957,961
– – 1.25% 20
2021
Q1 		$58.5M Hold
1,957,961
– – 1.28% 23
2020
Q4 		$35.1M Hold
1,957,961
– – 0.73% 27
2020
Q3 		$37.3M Hold
1,957,961
– – 0.92% 25
2020
Q2 		$30.8M Hold
1,957,961
– – 0.94% 20
2020
Q1 		$26.7M Hold
1,957,961
– – 0.98% 20
2019
Q4 		$18.5M Hold
1,957,961
– – 0.71% 13
2019
Q3 		$22.3M Hold
1,957,961
– – 0.97% 11
2019
Q2 		$19.7M Buy
+1,957,961
New +$23.6M 0.7% 13

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
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Tybourne Capital Management's BCYC Position: Q3 2025 in Review

Tybourne Capital Management sold out of Bicycle Therapeutics (BCYC) in Q3 2025, closing a stake of 993,743 shares — an estimated $6.91M sold.

Tybourne Capital Management first reported a position in BCYC in Q2 2019 and held it in 25 quarters. The position peaked at $125M in Q4 2021. 99 funds tracked by Wall St. Rank hold BCYC as of Q3 2025.

  • Tybourne Capital Management reported no remaining Bicycle Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Tybourne Capital Management sold 993,743 Bicycle Therapeutics shares in Q3 2025, an estimated $6.91M.
  • Tybourne Capital Management first reported a position in Bicycle Therapeutics in Q2 2019 and held it in 25 quarters.
  • Tybourne Capital Management's Bicycle Therapeutics position peaked at $125M in Q4 2021.
  • 99 funds tracked by Wall St. Rank held Bicycle Therapeutics as of Q3 2025.

Based on Tybourne Capital Management's 13F filing for Q3 2025, filed 6 Nov 2025.