Long Focus Capital Management, LLC
Position in BCYC — Bicycle Therapeutics PLC
CIK 1602716
SAN JUAN, PR
Position in BCYC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,037,312
-$1,324,275 QoQ
Shares Held
3,310,687
0.0% QoQ
Ownership
4.73%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#4
of 104 holders
Holding Since
Dec 2024
7 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 Jun 30, 2026Long Focus Capital Management, LLC holds $196,301,316 across 7 Biotechnology names. BCYC ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNTX |
BioNTech SE
|
624,000 | $58,063,200 | |
| 2 | INSM |
INSMED Inc
|
528,000 | $56,295,360 | |
| 3 | AURA |
Aura Biosciences, Inc.
|
5,119,582 | $36,349,032 | |
| 4 | MGTX |
MeiraGTx Holdings plc
|
1,080,300 | $14,594,853 | |
| 5 | BCYC |
Bicycle Therapeutics PLC
This page
|
3,310,687 | $14,037,312 | |
| 6 | IOVA |
Iovance Biotherapeutics, Inc.
|
2,100,000 | $8,736,000 | |
| 7 | CLLS |
Cellectis S.A.
|
2,741,853 | $8,225,559 |
All Filings in BCYC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,037,312 | 3,310,687 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,361,587 | 3,310,687 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $15,361,587 | 3,310,687 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,562,284 | 1,633,091 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,980,699 | 1,418,695 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,155,186 | 1,317,293 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,983,962 | 1,293,753 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,603,288 | 543,092 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||