Murchinson’s MBX Biosciences MBX Stock Holding History

Murchinson’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	-80,000	Closed	-$1.4M	–	127
2025 Q3	$1.4M	Buy	+80,000	New	+$1.07M	0.18%	47

Other funds holding MBX

FLSM

Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return

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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

NVP Associates Menlo Park, California $328M AUM 166.51% 1-Year Est. Return

EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return

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

Murchinson's MBX Position: Q4 2025 in Review

Murchinson sold out of MBX Biosciences (MBX) in Q4 2025, closing a stake of 80,000 shares — an estimated $1.4M sold.

Murchinson first reported a position in MBX in Q3 2025 and held it in 1 quarter. The position peaked at $1.4M in Q3 2025. 138 funds tracked by Wall St. Rank hold MBX as of Q4 2025.

Murchinson reported no remaining MBX Biosciences position as of Q4 2025 after selling out during the quarter.
Murchinson sold 80,000 MBX Biosciences shares in Q4 2025, an estimated $1.4M.
Murchinson first reported a position in MBX Biosciences in Q3 2025 and held it in 1 quarter.
Murchinson's MBX Biosciences position peaked at $1.4M in Q3 2025.
138 funds tracked by Wall St. Rank held MBX Biosciences as of Q4 2025.

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