Hudson Bay Capital Management LP
Position in RCUS — Arcus Biosciences, Inc.
CIK 1393825
STAMFORD, CT
Position in RCUS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$7,701,156
+$1,981,956 QoQ
Shares Held
356,535
+48.6% QoQ
Ownership
0.283%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in RCUS Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Hudson Bay Capital Management LP holds $536,414,605 across 150 Biotechnology names. RCUS ranks #22 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMRN |
Biomarin Pharmaceutical Inc
|
974,776 | $55,065,096 | |
| 2 | APLS |
Apellis Pharmaceuticals, Inc.
|
1,190,416 | $47,890,435 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
32,001 | $24,725,252 | |
| 4 | BNTX |
BioNTech SE
|
275,000 | $24,442,000 | |
| 5 | IONS |
Ionis Pharmaceuticals Inc
|
295,100 | $22,159,059 | |
| 6 | ARGX |
Argenx SE
|
30,000 | $21,907,500 | |
| 7 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
45,000 | $20,094,300 | |
| 8 | IMCR |
Immunocore Holdings plc
|
633,174 | $19,090,196 |
All Filings in RCUS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,701,156 | 356,535 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,719,200 | 240,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,624,000 | 340,000 | Shares | Sole | 2025-12-15 | |
| 2025-06-30 | $3,500,200 | 430,000 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $2,893,117 | 368,550 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,531,300 | 170,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,675,750 | 175,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,436,800 | 160,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,115,200 | 165,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,247,000 | 170,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,436,000 | 80,000 | Shares | Sole | 2023-12-07 | |
| 2023-06-30 | $2,335,650 | 115,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,093,952 | 114,800 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,034,000 | 50,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $654,000 | 25,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $785,540 | 31,000 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $315,600 | 10,000 | Shares | Sole | 2022-05-16 | |
| 2020-09-30 | $1,456,900 | 85,000 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,721,400 | 110,000 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||