SCM
MBX

Soleus Capital Management’s MBX Biosciences MBX Stock Holding History

Soleus Capital 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 		$5.34M Sell
178,897
-230,003
-56% -$7.82M 0.22% 64
2025
Q4 		$12.9M Buy
408,900
+133,900
+49% +$3.25M 0.48% 45
2025
Q3 		$4.81M Buy
+275,000
New +$3.68M 0.24% 59

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

Soleus Capital Management's MBX Position: Q1 2026 in Review

Soleus Capital Management reduced its MBX Biosciences (MBX) stake by 56% in Q1 2026, selling an estimated $7.82M and leaving 178,897 shares worth $5.34M. The position accounts for 0.22% of the portfolio, ranked #64.

Soleus Capital Management first reported a position in MBX in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.9M in Q4 2025. 157 funds tracked by Wall St. Rank hold MBX as of Q1 2026.

  • Soleus Capital Management held 178,897 shares of MBX Biosciences worth $5.34M as of Q1 2026.
  • Soleus Capital Management sold 230,003 MBX Biosciences shares in Q1 2026, an estimated $7.82M.
  • MBX Biosciences made up 0.22% of Soleus Capital Management's portfolio in Q1 2026, its #64 holding.
  • Soleus Capital Management first reported a position in MBX Biosciences in Q3 2025 and has held it in 3 quarters since.
  • Soleus Capital Management's MBX Biosciences position peaked at $12.9M in Q4 2025.
  • 157 funds tracked by Wall St. Rank held MBX Biosciences as of Q1 2026.

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