FLSM
MBX

Frazier Life Sciences Management’s MBX Biosciences MBX Stock Holding History

Frazier Life Sciences 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
Q1 		$199M Hold
6,652,013
– – 5.11% 6
2025
Q4 		$210M Hold
6,652,013
– – 5.64% 5
2025
Q3 		$116M Buy
6,652,013
+666,666
+11% +$8.91M 3.49% 9
2025
Q2 		$68.3M Hold
5,985,347
– – 2.73% 9
2025
Q1 		$44.2M Hold
5,985,347
– – 2.02% 13
2024
Q4 		$110M Hold
5,985,347
– – 4.58% 7
2024
Q3 		$155M Buy
+5,985,347
New +$137M 6.23% 5

Other funds holding MBX

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Frazier Life Sciences Management's MBX Position: Q1 2026 in Review

Frazier Life Sciences Management held its MBX Biosciences (MBX) position steady in Q1 2026 at 6,652,013 shares worth $199M. The position accounts for 5.11% of the portfolio, ranked #6.

Frazier Life Sciences Management first reported a position in MBX in Q3 2024 and has held it in 7 quarters since. The position peaked at $210M in Q4 2025. 157 funds tracked by Wall St. Rank hold MBX as of Q1 2026.

  • Frazier Life Sciences Management held 6,652,013 shares of MBX Biosciences worth $199M as of Q1 2026.
  • Frazier Life Sciences Management left its MBX Biosciences share count unchanged in Q1 2026.
  • MBX Biosciences made up 5.11% of Frazier Life Sciences Management's portfolio in Q1 2026, its #6 holding.
  • Frazier Life Sciences Management first reported a position in MBX Biosciences in Q3 2024 and has held it in 7 quarters since.
  • Frazier Life Sciences Management's MBX Biosciences position peaked at $210M in Q4 2025.
  • 157 funds tracked by Wall St. Rank held MBX Biosciences as of Q1 2026.

Based on Frazier Life Sciences Management's 13F filing for Q1 2026, filed 15 May 2026.