Jones Hill Capital LP: BICARA THERAPEUTICS INC (BCAX): Quarterly 13F Position History
As of Q2 2026, Jones Hill Capital LP reported 892,621 shares of BICARA THERAPEUTICS INC (BCAX), worth $26.5M and representing 5.6% of its 13F equity book. Quarter-over-quarter share count change: 367,515 (-29.2%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 892,621Shares Held (Latest Filing)
- $26.5MReported Market Value (Latest Filing)
- 5.6%Portfolio Weight (% of 13F Equity Book)
- 367,515Quarter-over-Quarter Share Change
- +$1.4MQuarter-over-Quarter Value Change
- 1,260,136Peak Reported Shares (Historical)
Recent initiation: Jones Hill Capital LP first reported BCAX on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 892,621 | 367,515 | -29.2% | $26.5M | 5.6% | $29.7 |
| Q1 2026 | 1,260,136 | – | – | $25.1M | 5.4% | $19.9 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Jones Hill Capital LP first disclose a BCAX position in 13F-HR filings?
Jones Hill Capital LP first reported BICARA THERAPEUTICS INC (BCAX) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Jones Hill Capital LP's most recent quarter-over-quarter share-count change in BCAX?
Between Q1 2026 and Q2 2026, Jones Hill Capital LP reduced its BCAX position by 367,515 shares (-29.2%), leaving 892,621 shares at a market value of $26.5M.
Does the implied price-per-share represent Jones Hill Capital LP's cost basis in BCAX?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.