PIM
MBX

Platinum Investment Management’s MBX Biosciences MBX Stock Holding History

Platinum Investment 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
2026
Q1 		$1.3M Hold
43,597
– – 0.33% 75
2025
Q4 		$1.38M Sell
43,597
-25,831
-37% -$627K 0.32% 76
2025
Q3 		$1.21M Sell
69,428
-43,315
-38% -$579K 0.08% 79
2025
Q2 		$1.29M Sell
112,743
-73,189
-39% -$746K 0.09% 69
2025
Q1 		$1.37M Buy
185,932
+23,842
+15% +$252K 0.08% 62
2024
Q4 		$2.99M Buy
162,090
+12,090
+8% +$258K 0.18% 50
2024
Q3 		$3.9M Buy
+150,000
New +$3.43M 0.18% 45

Other funds holding MBX

FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
NA
NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

Platinum Investment Management's MBX Position: Q1 2026 in Review

Platinum Investment Management held its MBX Biosciences (MBX) position steady in Q1 2026 at 43,597 shares worth $1.3M. The position accounts for 0.33% of the portfolio, ranked #75.

Platinum Investment Management first reported a position in MBX in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.9M in Q3 2024. 157 funds tracked by Wall St. Rank hold MBX as of Q1 2026.

  • Platinum Investment Management held 43,597 shares of MBX Biosciences worth $1.3M as of Q1 2026.
  • Platinum Investment Management left its MBX Biosciences share count unchanged in Q1 2026.
  • MBX Biosciences made up 0.33% of Platinum Investment Management's portfolio in Q1 2026, its #75 holding.
  • Platinum Investment Management first reported a position in MBX Biosciences in Q3 2024 and has held it in 7 quarters since.
  • Platinum Investment Management's MBX Biosciences position peaked at $3.9M in Q3 2024.
  • 157 funds tracked by Wall St. Rank held MBX Biosciences as of Q1 2026.

Based on Platinum Investment Management's 13F filing for Q1 2026, filed 14 May 2026.