Point72 Asset Management
MBX

Point72 Asset Management’s MBX Biosciences MBX Stock Holding History

Point72 Asset 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 		– Sell
-680,609
Closed -$21.5M – 4657
2025
Q4 		$21.5M Buy
680,609
+52,942
+8% +$1.28M 0.02% 840
2025
Q3 		$11M Sell
627,667
-346,120
-36% -$4.63M 0.02% 760
2025
Q2 		$11.1M Buy
973,787
+863,305
+781% +$8.8M 0.02% 694
2025
Q1 		$815K Buy
+110,482
New +$1.17M ﹤0.01% 1499
2024
Q4 		– Sell
-15,600
Closed -$405K – 2544
2024
Q3 		$405K Buy
+15,600
New +$357K ﹤0.01% 1656

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

Point72 Asset Management's MBX Position: Q1 2026 in Review

Point72 Asset Management sold out of MBX Biosciences (MBX) in Q1 2026, closing a stake of 680,609 shares — an estimated $21.5M sold.

Point72 Asset Management first reported a position in MBX in Q3 2024 and held it in 5 quarters. The position peaked at $21.5M in Q4 2025. 157 funds tracked by Wall St. Rank hold MBX as of Q1 2026.

  • Point72 Asset Management reported no remaining MBX Biosciences position as of Q1 2026 after selling out during the quarter.
  • Point72 Asset Management sold 680,609 MBX Biosciences shares in Q1 2026, an estimated $21.5M.
  • Point72 Asset Management first reported a position in MBX Biosciences in Q3 2024 and held it in 5 quarters.
  • Point72 Asset Management's MBX Biosciences position peaked at $21.5M in Q4 2025.
  • 157 funds tracked by Wall St. Rank held MBX Biosciences as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.