GCM
MBX

Ghisallo Capital Management’s MBX Biosciences MBX Stock Holding History

Ghisallo 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
2025
Q4 		– Sell
-38,250
Closed -$669K – 256
2025
Q3 		$669K Buy
+38,250
New +$511K 0.02% 200
2024
Q4 		– Sell
-30,000
Closed -$779K – 181
2024
Q3 		$779K Buy
+30,000
New +$686K 0.04% 132

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
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NA
NVP Associates Menlo Park, California $328M AUM 166.51% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Ghisallo Capital Management's MBX Position: Q4 2025 in Review

Ghisallo Capital Management sold out of MBX Biosciences (MBX) in Q4 2025, closing a stake of 38,250 shares — an estimated $669K sold.

Ghisallo Capital Management first reported a position in MBX in Q3 2024 and held it in 2 quarters. The position peaked at $779K in Q3 2024. 138 funds tracked by Wall St. Rank hold MBX as of Q4 2025.

  • Ghisallo Capital Management reported no remaining MBX Biosciences position as of Q4 2025 after selling out during the quarter.
  • Ghisallo Capital Management sold 38,250 MBX Biosciences shares in Q4 2025, an estimated $669K.
  • Ghisallo Capital Management first reported a position in MBX Biosciences in Q3 2024 and held it in 2 quarters.
  • Ghisallo Capital Management's MBX Biosciences position peaked at $779K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held MBX Biosciences as of Q4 2025.

Based on Ghisallo Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.