O
MBX

OrbiMed’s MBX Biosciences MBX Stock Holding History

OrbiMed’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 		$189M Sell
3,428,736
-209,151
-6% -$7.3M 3.51% 4
2026
Q1 		$109M Sell
3,637,887
-297,316
-8% -$10.1M 2.15% 11
2025
Q4 		$124M Sell
3,935,203
-67,684
-2% -$1.64M 2.53% 9
2025
Q3 		$70.1M Hold
4,002,887
– – 1.65% 17
2025
Q2 		$45.7M Hold
4,002,887
– – 1.14% 26
2025
Q1 		$29.5M Buy
4,002,887
+190,672
+5% +$2.02M 0.7% 38
2024
Q4 		$70.3M Hold
3,812,215
– – 1.45% 23
2024
Q3 		$99M Buy
+3,812,215
New +$87.2M 1.8% 16

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

OrbiMed's MBX Position: Q2 2026 in Review

OrbiMed reduced its MBX Biosciences (MBX) stake by 5.7% in Q2 2026, selling an estimated $7.3M and leaving 3,428,736 shares worth $189M. The position accounts for 3.51% of the portfolio, ranked #4.

OrbiMed first reported a position in MBX in Q3 2024 and has held it in 8 quarters since. 172 funds tracked by Wall St. Rank hold MBX as of Q2 2026.

  • OrbiMed held 3,428,736 shares of MBX Biosciences worth $189M as of Q2 2026.
  • OrbiMed sold 209,151 MBX Biosciences shares in Q2 2026, an estimated $7.3M.
  • MBX Biosciences made up 3.51% of OrbiMed's portfolio in Q2 2026, its #4 holding.
  • OrbiMed first reported a position in MBX Biosciences in Q3 2024 and has held it in 8 quarters since.
  • 172 funds tracked by Wall St. Rank held MBX Biosciences as of Q2 2026.

Based on OrbiMed's 13F filing for Q2 2026, filed 14 Aug 2026.