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DAFNA Capital Management’s MBX Biosciences MBX Stock Holding History

DAFNA Capital Management’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
Q2 		$652K Sell
11,809
-163,656
-93% -$5.72M 0.12% 69
2026
Q1 		$5.24M Buy
175,465
+10,200
+6% +$347K 1.19% 25
2025
Q4 		$5.21M Buy
165,265
+80,265
+94% +$1.95M 1.21% 23
2025
Q3 		$1.49M Buy
+85,000
New +$1.14M 0.37% 52

Other funds holding MBX

FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return
NA
NVP Associates Menlo Park, California $328M AUM 166.51% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

DAFNA Capital Management's MBX Position: Q2 2026 in Review

DAFNA Capital Management reduced its MBX Biosciences (MBX) stake by 93% in Q2 2026, selling an estimated $5.72M and leaving 11,809 shares worth $652K. The position accounts for 0.12% of the portfolio, ranked #69.

DAFNA Capital Management first reported a position in MBX in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.24M in Q1 2026. 172 funds tracked by Wall St. Rank hold MBX as of Q2 2026.

  • DAFNA Capital Management held 11,809 shares of MBX Biosciences worth $652K as of Q2 2026.
  • DAFNA Capital Management sold 163,656 MBX Biosciences shares in Q2 2026, an estimated $5.72M.
  • MBX Biosciences made up 0.12% of DAFNA Capital Management's portfolio in Q2 2026, its #69 holding.
  • DAFNA Capital Management first reported a position in MBX Biosciences in Q3 2025 and has held it in 4 quarters since.
  • DAFNA Capital Management's MBX Biosciences position peaked at $5.24M in Q1 2026.
  • 172 funds tracked by Wall St. Rank held MBX Biosciences as of Q2 2026.

Based on DAFNA Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.