Which hedge funds own RCUS? ARCUS BIOSCIENCES INC, Q2 2026 13F holders
39 tracked hedge funds disclosed a position in RCUS (ARCUS BIOSCIENCES INC) in their Q2 2026 13F filings, worth $727.7m in total. The largest holder by portfolio weight is Montanova Capital, LLC at 3.1% of its book. 12 opened a new position this quarter: Ikarian Capital, LLC, PFM Health Sciences, LP, EntryPoint Capital, LLC, Boothbay Fund Management, LLC. 9 exited: Trails Edge Capital Partners, LP, Birchview Capital, LP, Y-Intercept (Hong Kong) Ltd.
- 39
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 12
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 9
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $32.1m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $43.2m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $728m
- Combined value Sum of the holders' reported positions in the security.
- 3.1%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Trails Edge Capital Partners, LP | 5.3% | $22.6m |
| Birchview Capital, LP | 0.3% | $559k |
| Y-Intercept (Hong Kong) Ltd | 0.04% | $1.9m |
| Tudor Investment Corp ET AL | 0.03% | $4.7m |
| Renaissance Technologies LLC | 0.01% | $9.2m |
| Entropy Technologies, LP | 0.01% | $294k |
| Aquatic Capital Management LLC | 0.01% | $330k |
| Point72 Asset Management, L.P. | 0.0% | $2.8m |
| Qube Research & Technologies Ltd | 0.0% | $833k |
Ownership over time
Who discovered RCUS first? Beta
The run: Q2 2025 → Q2 2026, +279%
| Montanova Capital, LLC | Q2 2025 | 1.1% | +2.6 pts |
| DAFNA Capital Management LLC | Q1 2025 | 1.4% | +2.4 pts |
| Sofinnova Investments, Inc. | Q3 2025 | 0.7% | +1.4 pts |
| Parkman Healthcare Partners LLC | Q3 2024 | 0.6% | +1.0 pts |
| Decheng Capital LLC | Q3 2025 | 0.2% | −0.1 pts |
| Ikarian Capital, LLC | Q3 2024 | 0.4% | −1.0 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.