VC
BCAX

VarCov Co’s Bicara Therapeutics BCAX Stock Holding History

VarCov Co’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
Q2 		$300K Sell
10,099
-3,193
-24% -$71.3K 0.11% 263
2026
Q1 		$264K Sell
13,292
-2,361
-15% -$40.6K 0.1% 300
2025
Q4 		$263K Buy
+15,653
New +$267K 0.1% 322

Other funds holding BCAX

RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
RTM
Red Tree Management Redwood City, California $147M AUM 202.18% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VarCov Co's BCAX Position: Q2 2026 in Review

VarCov Co reduced its Bicara Therapeutics (BCAX) stake by 24% in Q2 2026, selling an estimated $71.3K and leaving 10,099 shares worth $300K. The position accounts for 0.11% of the portfolio, ranked #263.

VarCov Co first reported a position in BCAX in Q4 2025 and has held it in 3 quarters since. 170 funds tracked by Wall St. Rank hold BCAX as of Q2 2026.

  • VarCov Co held 10,099 shares of Bicara Therapeutics worth $300K as of Q2 2026.
  • VarCov Co sold 3,193 Bicara Therapeutics shares in Q2 2026, an estimated $71.3K.
  • Bicara Therapeutics made up 0.11% of VarCov Co's portfolio in Q2 2026, its #263 holding.
  • VarCov Co first reported a position in Bicara Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • 170 funds tracked by Wall St. Rank held Bicara Therapeutics as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.