TYBOURNE CAPITAL MANAGEMENT (HK) LTD BCYC — BICYCLE THERAPEUTICS PLC

Ownership history in TYBOURNE CAPITAL MANAGEMENT (HK) LTD  ·  25 quarters on record

AI Ownership Summary

TYBOURNE CAPITAL MANAGEMENT (HK) LTD reported BICYCLE THERAPEUTICS PLC (BCYC) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 20.77% in 2025 Q1. The latest visible filing shows BCYC at 20.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BCYC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TYBOURNE CAPITAL MANAGEMENT (HK) LTD's position in BICYCLE THERAPEUTICS PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

BCYC was reported at 20.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
20.77% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BCYC stock page TYBOURNE CAPITAL MANAGEMENT (HK) LTD fund profile TYBOURNE CAPITAL MANAGEMENT (HK) LTD full holdings
How TYBOURNE CAPITAL MANAGEMENT (HK) LTD held BCYC — position size vs. price
% of Fund (quarterly)    BCYC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED — — — 993,743 +417,400 +72.4% 20.00% $6.9M 2025-08-01 $7.99
2025 Q1 REDUCED 54.6% -18.1% ✅ 576,343 -693,192 -54.6% 20.77% $4.89B 2025-05-15 $8.12
2024 Q4 REDUCED 9.0% -39.4% ✅ 1,269,535 -125,000 -9.0% 4.46% $17.8M 2025-02-14 $12.55
2024 Q3 REDUCED 7.6% -37.6% ✅ 1,394,535 -115,178 -7.6% 8.85% $31.6M 2024-11-14 $22.58
2024 Q2 REDUCED — — — 1,509,713 -35,313 -2.3% 6.21% $30.6M 2024-08-14 $22.16
2024 Q1 REDUCED 6.4% -18.5% ✅ 1,545,026 -105,294 -6.4% 6.58% $38.5M 2024-05-15 $22.36
2023 Q4 ADDED — — — 1,650,320 +368,500 +28.7% 4.45% $29.8M 2024-02-14 $21.87
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BCYC

As of 2026 Q1 — sorted by position size

R Squared Ltd 0.05% FNY Investment Advisers, LLC 3Y 7Y 0.02% WOODSTOCK CORP 3Y 7Y 0.01% PINNACLE ASSOCIATES LTD 3Y 7Y 0.01% Pinnacle Wealth Management Advisory Group, LLC 3Y 7Y 0.0% China Universal Asset Management Co., Ltd. 3Y 0.0% GAMMA Investing LLC 0.0% Winch Advisory Services, LLC 3Y 7Y 0.0% GF FUND MANAGEMENT CO. LTD. 0.0% FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.0%

FAQ About TYBOURNE CAPITAL MANAGEMENT (HK) LTD and BCYC

These are the practical questions this page is built to answer before you even open the full history table.

How long has TYBOURNE CAPITAL MANAGEMENT (HK) LTD reported owning BCYC?

TYBOURNE CAPITAL MANAGEMENT (HK) LTD reported BCYC across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported BCYC position in TYBOURNE CAPITAL MANAGEMENT (HK) LTD's portfolio?

The largest reported portfolio weight for BCYC was 20.77% in 2025 Q1.

What is the latest reported BCYC position on this page?

The most recent filing on this page is 2025 Q2, when TYBOURNE CAPITAL MANAGEMENT (HK) LTD reported 993,743 shares, equal to 20.00% of portfolio, with an estimated market value of $6.9M.

What does the chart on this BCYC ownership page compare?

The chart compares TYBOURNE CAPITAL MANAGEMENT (HK) LTD's quarterly BCYC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TYBOURNE CAPITAL MANAGEMENT (HK) LTD time their BCYC position?

Based on 13F filing dates vs. subsequent BCYC price moves, TYBOURNE CAPITAL MANAGEMENT (HK) LTD correctly timed 9 out of 13 reported position changes (69%). The annualised alpha on BCYC relative to SPY over the holding period was -11.5%.

← Back to TYBOURNE CAPITAL MANAGEMENT (HK) LTD Holdings