D.E. Shaw & Co
MBX

D.E. Shaw & Co’s MBX Biosciences MBX Stock Holding History

D.E. Shaw & Co’s Portfolio MBX Stock Details MBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.62M Sell
288,889
-382,949
-57% -$13M 0.01% 1761
2025
Q4 		$21.2M Buy
+671,838
New +$16.3M 0.01% 1215

Other funds holding MBX

FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
NA
NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

D.E. Shaw & Co's MBX Position: Q1 2026 in Review

D.E. Shaw & Co reduced its MBX Biosciences (MBX) stake by 57% in Q1 2026, selling an estimated $13M and leaving 288,889 shares worth $8.62M. The position accounts for 0.01% of the portfolio, ranked #1761.

D.E. Shaw & Co first reported a position in MBX in Q4 2025 and has held it in 2 quarters since. The position peaked at $21.2M in Q4 2025. 157 funds tracked by Wall St. Rank hold MBX as of Q1 2026.

  • D.E. Shaw & Co held 288,889 shares of MBX Biosciences worth $8.62M as of Q1 2026.
  • D.E. Shaw & Co sold 382,949 MBX Biosciences shares in Q1 2026, an estimated $13M.
  • MBX Biosciences made up 0.01% of D.E. Shaw & Co's portfolio in Q1 2026, its #1761 holding.
  • D.E. Shaw & Co first reported a position in MBX Biosciences in Q4 2025 and has held it in 2 quarters since.
  • D.E. Shaw & Co's MBX Biosciences position peaked at $21.2M in Q4 2025.
  • 157 funds tracked by Wall St. Rank held MBX Biosciences as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.