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MBX

NVP Associates’s MBX Biosciences MBX Stock Holding History

NVP Associates’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 		$118M Hold
2,136,335
– – 35.93% 1
2026
Q1 		$63.8M Hold
2,136,335
– – 36.2% 1
2025
Q4 		$67.4M Hold
2,136,335
– – 26.4% 1
2025
Q3 		$37.4M Hold
2,136,335
– – 22.51% 3
2025
Q2 		$24.4M Hold
2,136,335
– – 13.24% 4
2025
Q1 		$15.8M Hold
2,136,335
– – 14.05% 3
2024
Q4 		$39.4M Hold
2,136,335
– – 21.06% 3
2024
Q3 		$55.5M Buy
+2,136,335
New +$48.9M 31.51% 1

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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NVP Associates's MBX Position: Q2 2026 in Review

NVP Associates held its MBX Biosciences (MBX) position steady in Q2 2026 at 2,136,335 shares worth $118M. The position accounts for 35.93% of the portfolio, ranked #1.

NVP Associates first reported a position in MBX in Q3 2024 and has held it in 8 quarters since. 173 funds tracked by Wall St. Rank hold MBX as of Q2 2026.

  • NVP Associates held 2,136,335 shares of MBX Biosciences worth $118M as of Q2 2026.
  • NVP Associates left its MBX Biosciences share count unchanged in Q2 2026.
  • MBX Biosciences made up 35.93% of NVP Associates's portfolio in Q2 2026, its #1 holding.
  • NVP Associates first reported a position in MBX Biosciences in Q3 2024 and has held it in 8 quarters since.
  • 173 funds tracked by Wall St. Rank held MBX Biosciences as of Q2 2026.

Based on NVP Associates's 13F filing for Q2 2026, filed 7 Aug 2026.