Geode Capital Management
MBX

Geode Capital Management’s MBX Biosciences MBX Stock Holding History

Geode 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
Q1 		$20M Buy
670,385
+20,994
+3% +$714K ﹤0.01% 1990
2025
Q4 		$20.5M Buy
649,391
+175,459
+37% +$4.26M ﹤0.01% 1990
2025
Q3 		$8.3M Buy
473,932
+125,485
+36% +$1.68M ﹤0.01% 2520
2025
Q2 		$3.98M Buy
348,447
+73,989
+27% +$754K ﹤0.01% 2847
2025
Q1 		$2.03M Buy
274,458
+8,755
+3% +$92.6K ﹤0.01% 3028
2024
Q4 		$4.9M Buy
265,703
+243,434
+1,093% +$5.19M ﹤0.01% 2763
2024
Q3 		$579K Buy
+22,269
New +$509K ﹤0.01% 3544

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

Geode Capital Management's MBX Position: Q1 2026 in Review

Geode Capital Management increased its MBX Biosciences (MBX) stake by 3.2% in Q1 2026, buying an estimated $714K and bringing the position to 670,385 shares worth $20M. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

Geode Capital Management first reported a position in MBX in Q3 2024 and has held it in 7 quarters since. The position peaked at $20.5M in Q4 2025. 157 funds tracked by Wall St. Rank hold MBX as of Q1 2026.

  • Geode Capital Management held 670,385 shares of MBX Biosciences worth $20M as of Q1 2026.
  • Geode Capital Management bought 20,994 MBX Biosciences shares in Q1 2026, an estimated $714K.
  • MBX Biosciences made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #1990 holding.
  • Geode Capital Management first reported a position in MBX Biosciences in Q3 2024 and has held it in 7 quarters since.
  • Geode Capital Management's MBX Biosciences position peaked at $20.5M in Q4 2025.
  • 157 funds tracked by Wall St. Rank held MBX Biosciences as of Q1 2026.

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