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MBX

Dmitry Balyasny’s MBX Biosciences MBX Stock Holding History

Dmitry Balyasny’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 		– Sell
-119,726
Closed -$3.78M – 3674
2025
Q4 		$3.78M Buy
119,726
+94,085
+367% +$2.28M ﹤0.01% 1536
2025
Q3 		$449K Buy
+25,641
New +$343K ﹤0.01% 2437

Other funds holding MBX

FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
NA
NVP Associates Menlo Park, California $328M AUM 166.51% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

Dmitry Balyasny's MBX Position: Q1 2026 in Review

Dmitry Balyasny sold out of MBX Biosciences (MBX) in Q1 2026, closing a stake of 119,726 shares — an estimated $3.78M sold.

Dmitry Balyasny first reported a position in MBX in Q3 2025 and held it in 2 quarters. The position peaked at $3.78M in Q4 2025. 157 funds tracked by Wall St. Rank hold MBX as of Q1 2026.

  • Dmitry Balyasny reported no remaining MBX Biosciences position as of Q1 2026 after selling out during the quarter.
  • Dmitry Balyasny sold 119,726 MBX Biosciences shares in Q1 2026, an estimated $3.78M.
  • Dmitry Balyasny first reported a position in MBX Biosciences in Q3 2025 and held it in 2 quarters.
  • Dmitry Balyasny's MBX Biosciences position peaked at $3.78M in Q4 2025.
  • 157 funds tracked by Wall St. Rank held MBX Biosciences as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.