Vestal Point Capital’s Bicara Therapeutics BCAX Stock Holding History

Vestal Point Capital’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	$108M	Buy	5,425,000 +1,850,000	+52%	+$31.8M	3.02%	8
2025 Q4	$60.2M	Sell	3,575,000 -1,525,000	-30%	-$26M	2.05%	15
2025 Q3	$80.5M	Buy	5,100,000 +100,000	+2%	+$1.12M	3.64%	6
2025 Q2	$46.5M	Buy	5,000,000 +2,231,025	+81%	+$26.6M	2.45%	13
2025 Q1	$36.1M	Buy	2,768,975 +2,058,975	+290%	+$27.3M	2.58%	11
2024 Q4	$12.4M	Buy	710,000 +285,000	+67%	+$5.93M	0.73%	39
2024 Q3	$10.8M	Buy	+425,000	New	+$10.8M	0.82%	30

Other funds holding BCAX

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

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 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

RPSM

Royalty Pharma Sub-Manager New York $173M AUM

Vestal Point Capital's BCAX Position: Q1 2026 in Review

Vestal Point Capital increased its Bicara Therapeutics (BCAX) stake by 52% in Q1 2026, buying an estimated $31.8M and bringing the position to 5,425,000 shares worth $108M. The position accounts for 3.02% of the portfolio, ranked #8.

Vestal Point Capital first reported a position in BCAX in Q3 2024 and has held it in 7 quarters since. 146 funds tracked by Wall St. Rank hold BCAX as of Q1 2026.

Vestal Point Capital held 5,425,000 shares of Bicara Therapeutics worth $108M as of Q1 2026.
Vestal Point Capital bought 1,850,000 Bicara Therapeutics shares in Q1 2026, an estimated $31.8M.
Bicara Therapeutics made up 3.02% of Vestal Point Capital's portfolio in Q1 2026, its #8 holding.
Vestal Point Capital first reported a position in Bicara Therapeutics in Q3 2024 and has held it in 7 quarters since.
146 funds tracked by Wall St. Rank held Bicara Therapeutics as of Q1 2026.

Based on Vestal Point Capital's 13F filing for Q1 2026, filed 15 May 2026.