Position in BCYC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,281,026
+$1,719,095 QoQ
Shares Held
537,978
+344.2% QoQ
Ownership
0.769%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#1
of 14 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in BCYC Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Peapod Lane Capital LLC holds $10,630,434 across 8 Biotechnology names. BCYC ranks #1 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCYC |
Bicycle Therapeutics PLC
This page
|
537,978 | $2,281,026 | |
| 2 | ENGN |
enGene Therapeutics Inc.
|
1,102,149 | $1,906,717 | |
| 3 | NKTX |
Nkarta, Inc.
|
549,923 | $1,556,282 | |
| 4 | PLRX |
Pliant Therapeutics, Inc.
|
1,309,013 | $1,492,274 | |
| 5 | FULC |
Fulcrum Therapeutics, Inc.
|
285,798 | $1,046,020 | |
| 6 | ZNTL |
Zentalis Pharmaceuticals, Inc.
|
202,864 | $983,890 | |
| 7 | SEER |
Seer, Inc.
|
445,450 | $739,447 | |
| 8 | MGX |
Metagenomi Therapeutics, Inc.
|
525,024 | $624,778 |
All Filings in BCYC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,281,026 | 537,978 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $561,931 | 121,106 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||