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Bicycle Therapeutics PLC

BCYC
Exchange
Nasdaq
Industry
Pharmaceutical Preparations
SEC CIK
0001761612

In the last 90 days, Bicycle Therapeutics PLC insiders filed 0 open-market purchases and 5 sales; 103 institutions reported holding it in 13F filings for Q2 2026, worth $157.9M in total; no superinvestor holds it.

13F holders, Q2 2024

Institutional positions in Bicycle Therapeutics PLC as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
107
+12 vs. Q1 2024
Shares held
39.7M
+9.23M (+30.3%) vs. Q1 2024
Total value
$804.0M
+$44.8M (+5.9%) vs. Q1 2024
New holders
26
35 more added
Sold out
14
25 more reduced

Compare with Q1 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BCYC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2024: 107 institutions
Q1 2021: 39 institutionsQ2 2021: 54 institutionsQ3 2021: 69 institutionsQ4 2021: 101 institutionsQ1 2022: 105 institutionsQ2 2022: 82 institutionsQ3 2022: 79 institutionsQ4 2022: 87 institutionsQ1 2023: 89 institutionsQ2 2023: 85 institutionsQ3 2023: 101 institutionsQ4 2023: 101 institutionsQ1 2024: 95 institutionsQ2 2024: 107 institutionsQ3 2024: 105 institutionsQ4 2024: 97 institutionsQ1 2025: 95 institutionsQ2 2025: 110 institutionsQ3 2025: 99 institutionsQ4 2025: 109 institutionsQ1 2026: 98 institutionsQ2 2026: 103 institutions
Value heldQ2 2024: $804.0M
Q1 2021: $341.2MQ2 2021: $376.9MQ3 2021: $591.1MQ4 2021: $1.31BQ1 2022: $884.5MQ2 2022: $381.1MQ3 2022: $538.0MQ4 2022: $695.9MQ1 2023: $498.9MQ2 2023: $618.5MQ3 2023: $651.3MQ4 2023: $567.4MQ1 2024: $759.1MQ2 2024: $804.0MQ3 2024: $915.3MQ4 2024: $586.5MQ1 2025: $354.4MQ2 2025: $286.3MQ3 2025: $285.6MQ4 2025: $276.9MQ1 2026: $173.6MQ2 2026: $157.9M
Institutions holding BCYC and their total value by quarter
QuarterHoldersValue
Q2 2026103$157.9M
Q1 202698$173.6M
Q4 2025109$276.9M
Q3 202599$285.6M
Q2 2025110$286.3M
Q1 202595$354.4M
Q4 202497$586.5M
Q3 2024105$915.3M
Q2 2024107$804.0M
Q1 202495$759.1M
Q4 2023101$567.4M
Q3 2023101$651.3M
Q2 202385$618.5M
Q1 202389$498.9M
Q4 202287$695.9M
Q3 202279$538.0M
Q2 202282$381.1M
Q1 2022105$884.5M
Q4 2021101$1.31B
Q3 202169$591.1M
Q2 202154$376.9M
Q1 202139$341.2M

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Bicycle Therapeutics PLC; share changes are against Q1 2024.

Institutions holding BCYC in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Baker Bros. Advisors LP9,399,960$190.3M2.43%+4,457,137+90.2%Added
Deep Track Capital, LP3,490,506$70.6M2.11%00.0%Unchanged
Ra Capital Management, L.P.2,253,000$45.6M0.60%+1,453,000+181.6%Added
FCPM III Services B.V.2,122,892$43.0M6.34%+2,122,892New
Armistice Capital, LLC1,972,000$39.9M1.04%+300,000+17.9%Added
Westfield Capital Management Co LP1,523,856$30.8M0.15%+484,939+46.7%Added
Tybourne Capital Management (HK) Ltd1,509,713$30.6M6.21%−35,313−2.3%Reduced
First Light Asset Management, LLC1,384,768$28.0M2.46%+191,717+16.1%Added
Morgan Stanley1,231,573$24.9M0.00%−285,142−18.8%Reduced
Fairmount Funds Management LLC1,069,199$21.6M2.44%+1,069,199New
Polar Capital Holdings Plc1,004,535$20.3M0.12%00.0%Unchanged
Camber Capital Management LP915,000$18.5M0.71%+465,000+103.3%Added
EcoR1 Capital, LLC910,000$18.4M0.56%+910,000New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.888,081$18.0M0.05%+4,976+0.6%Added
Price T Rowe Associates Inc798,501$16.2M0.00%+396,855+98.8%Added
Candriam Luxembourg S.C.A.759,180$15.4M0.09%−130,078−14.6%Reduced
Avoro Capital Advisors LLC700,000$14.2M0.19%+700,000New
Woodline Partners LP586,622$11.9M0.11%+586,622New
Perceptive Advisors LLC572,000$11.6M0.28%+572,000New
AXA S.A.554,320$11.2M0.03%+1570.0%Added
Parkman Healthcare Partners LLC535,063$10.8M1.48%+10,810+2.1%Added
BlackRock Inc.402,223$8.14M0.00%−172,807−30.1%Reduced
Bank of America Corp383,804$7.77M0.00%−13,008−3.3%Reduced
Renaissance Technologies LLC326,800$6.61M0.01%+161,100+97.2%Added
Platinum Investment Management Ltd293,445$5.94M0.24%−39,556−11.9%Reduced
Verition Fund Management LLC266,749$5.40M0.04%−74,117−21.7%Reduced
Kennedy Capital Management, Inc.264,047$5.34M0.11%+11,875+4.7%Added
Legal & General Group Plc247,814$5.02M0.00%+114,746+86.2%Added
Pinnacle Associates Ltd242,001$4.90M0.08%+161,911+202.2%Added
Handelsbanken Fonder AB213,500$4.32M0.02%+33,700+18.7%Added
Rubric Capital Management LP205,423$4.16M0.11%00.0%Unchanged
Duquesne Family Office LLCSuperinvestorDuquesne Family Office190,200$3.85M0.14%00.0%Unchanged
Citadel Advisors LLC182,315$3.69M0.00%+122,875+206.7%Added
Schonfeld Strategic Advisors LLC157,438$3.19M0.02%−263,362−62.6%Reduced
Aquilo Capital Management, LLC156,692$3.17M3.06%+156,692New
HighVista Strategies LLC127,255$2.58M0.94%−31,038−19.6%Reduced
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)125,283$2.54M0.06%+125,283New
Voya Investment Management LLC124,620$2.52M0.00%−12,155−8.9%Reduced
DAFNA Capital Management LLC122,200$2.47M0.59%00.0%Unchanged
Comerica Bank110,940$2.25M0.01%+32,170+40.8%Added
Manufacturers Life Insurance Company, The97,392$1.97M0.00%+71,434+275.2%Added
TD Asset Management Inc97,186$1.97M0.00%+42,200+76.7%Added
Cubist Systematic Strategies, LLC96,409$1.95M0.03%+86,989+923.5%Added
Marshall Wace, LLP88,987$1.80M0.00%+88,987New
UBS Oconnor LLC87,060$1.76M0.05%+2,080+2.4%Added
AlphaCentric Advisors LLC60,000$1.21M0.89%00.0%Unchanged
Point72 Asset Management, L.P.58,500$1.18M0.00%−284,094−82.9%Reduced
L & S Advisors Inc58,335$1.18M0.13%+8,075+16.1%Added
Harbor Capital Advisors, Inc.55,289$1.12M0.09%+11,809+27.2%Added
National Bank of Canada48,700$988.1K0.00%00.0%Unchanged
Wexford Capital LP44,879$908.4K0.23%+10,000+28.7%Added
Skandinaviska Enskilda Banken AB (publ)42,729$866.1K0.00%00.0%Unchanged
Millennium Management LLC37,507$759.1K0.00%+37,507New
Two Sigma Advisers, LP30,900$625.4K0.00%−15,700−33.7%Reduced
Allianz Asset Management GmbH30,600$619.3K0.00%00.0%Unchanged
Jump Financial, LLC28,972$586.4K0.01%+28,972New
DekaBank Deutsche Girozentrale30,000$582.0K0.00%00.0%Unchanged
Two Sigma Investments, LP26,583$538.0K0.00%−2,002−7.0%Reduced
State Street Corp25,872$523.6K0.00%00.0%Unchanged
Woodstock Corp24,981$505.6K0.05%00.0%Unchanged
Soleus Capital Management, L.P.23,500$475.6K0.04%−129,500−84.6%Reduced
PEAK6 Investments LLC22,000$445.3K0.02%+13,000+144.4%Added
Gilder Gagnon Howe & Co LLC21,658$438.4K0.01%+390+1.8%Added
Geode Capital Management, LLC21,377$432.7K0.00%00.0%Unchanged
Tocqueville Asset Management L.P.17,400$352.2K0.01%−50−0.3%Reduced
Nan Fung Group Holdings Ltd17,300$350.2K0.37%+17,300New
Bellevue Group AG16,000$323.8K0.01%+3,500+28.0%Added
UBS Group AG15,935$322.5K0.00%+5,953+59.6%Added
Dymon Asia Capital (Singapore) Pte. Ltd.15,000$303.6K0.38%+15,000New
Jane Street Group, LLC14,870$301.0K0.00%−5,327−26.4%Reduced
Horizon Kinetics Asset Management LLC14,396$291.4K0.01%00.0%Unchanged
Erste Asset Management GmbH14,000$283.8K0.00%00.0%Unchanged
Goldman Sachs Group Inc13,907$281.5K0.00%−41,543−74.9%Reduced
Natixis Advisors, L.P.12,912$261.0K0.00%+12,912New
The PNC Financial Services Group, Inc.11,000$222.6K0.00%+3,300+42.9%Added
Walleye Trading LLC10,471$211.9K0.00%−900−7.9%Reduced
XTX Topco Ltd10,177$206.0K0.02%+10,177New
Exchange Traded Concepts, LLC9,474$191.8K0.00%−2,947−23.7%Reduced
Deutsche Bank AG8,070$163.3K0.00%00.0%Unchanged
JPMorgan Chase & Co6,642$134.4K0.00%−8,946−57.4%Reduced
Aquatic Capital Management LLC5,500$111.3K0.00%+5,500New
HighMark Wealth Management LLC4,435$89.8K0.05%00.0%Unchanged
China Universal Asset Management Co., Ltd.4,220$85.4K0.01%−2,639−38.5%Reduced
Virtus ETF Advisers LLC3,725$75.4K0.04%−2,049−35.5%Reduced
Natixis2,882$57.9K0.00%+314+12.2%Added
Tower Research Capital LLC (TRC)2,349$47.5K0.00%+1,938+471.5%Added
Advisor Group Holdings, Inc.1,259$25.5K0.00%−130−9.4%Reduced
BNP Paribas Arbitrage, SA1,178$23.8K0.00%−7,656−86.7%Reduced
Mirae Asset Global Investments Co., Ltd.1,072$21.7K0.00%+1,072New
Rhumbline Advisers1,027$20.8K0.00%+388+60.7%Added
GAMMA Investing LLC988$20.0K0.00%+117+13.4%Added
Citigroup Inc762$15.4K0.00%+634+495.3%Added
Coppell Advisory Solutions LLC1,076$15.0K0.00%+1,076New
Simplex Trading, LLC520$10.0K0.00%−9,310−94.7%Reduced
Manchester Capital Management LLC450$9.11K0.00%+450New
Royal Bank of Canada463$9.00K0.00%+176+61.3%Added
Ronald Blue Trust, Inc.323$8.04K0.00%+323New
Winch Advisory Services, LLC172$3.48K0.00%+172New
Macroview Investment Management LLC126$2.55K0.00%00.0%Unchanged
Jones Financial Companies LLLP100$2.02K0.00%+100New