PORTLAND INVESTMENT COUNSEL INC.
Position in BCYC — Bicycle Therapeutics PLC
CIK 1081668
BURLINGTON, A6
Position in BCYC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$69,600
-$36,600 QoQ
Shares Held
15,000
0.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BCYC Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026PORTLAND INVESTMENT COUNSEL INC. holds $5,667,950 across 9 Biotechnology names. BCYC ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TLX |
Telix Pharmaceuticals Ltd
|
266,200 | $2,547,534 | |
| 2 | ONC |
BeOne Medicines Ltd.
|
3,000 | $890,910 | |
| 3 | OLMA |
Olema Pharmaceuticals, Inc.
|
50,000 | $745,500 | |
| 4 | REGN |
Regeneron Pharmaceuticals, Inc.
|
654 | $505,306 | |
| 5 | IOVA |
Iovance Biotherapeutics, Inc.
|
130,000 | $456,300 | |
| 6 | NUVL |
Nuvalent, Inc.
|
2,000 | $204,900 | |
| 7 | ARVN |
Arvinas, Inc.
|
14,000 | $148,400 | |
| 8 | RLAY |
Relay Therapeutics, Inc.
|
10,000 | $99,500 |
All Filings in BCYC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,600 | 15,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $106,200 | 15,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $116,100 | 15,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $104,250 | 15,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $127,350 | 15,000 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||