JO
MBX

John Overdeck’s MBX Biosciences MBX Stock Holding History

John Overdeck’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 		$6.26M Sell
113,475
-1,600
-1% -$55.9K ﹤0.01% 1929
2026
Q1 		$3.43M Sell
115,075
-23,496
-17% -$799K ﹤0.01% 2322
2025
Q4 		$4.37M Buy
138,571
+124,984
+920% +$3.03M 0.01% 1835
2025
Q3 		$238K Buy
+13,587
New +$182K ﹤0.01% 3314
2025
Q2 		– Sell
-33,833
Closed -$250K – 3624
2025
Q1 		$250K Buy
+33,833
New +$358K ﹤0.01% 2787

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

John Overdeck's MBX Position: Q2 2026 in Review

John Overdeck reduced its MBX Biosciences (MBX) stake by 1.4% in Q2 2026, selling an estimated $55.9K and leaving 113,475 shares worth $6.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

John Overdeck first reported a position in MBX in Q1 2025 and has held it in 5 quarters since. 171 funds tracked by Wall St. Rank hold MBX as of Q2 2026.

  • John Overdeck held 113,475 shares of MBX Biosciences worth $6.26M as of Q2 2026.
  • John Overdeck sold 1,600 MBX Biosciences shares in Q2 2026, an estimated $55.9K.
  • MBX Biosciences made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #1929 holding.
  • John Overdeck first reported a position in MBX Biosciences in Q1 2025 and has held it in 5 quarters since.
  • 171 funds tracked by Wall St. Rank held MBX Biosciences as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.