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MBX

Stempoint Capital’s MBX Biosciences MBX Stock Holding History

Stempoint Capital’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 		$14.9M Buy
499,469
+420,916
+536% +$14.3M 2.85% 7
2025
Q4 		$2.48M Buy
78,553
+3,553
+5% +$86.2K 0.42% 52
2025
Q3 		$1.31M Sell
75,000
-66,021
-47% -$883K 0.26% 59
2025
Q2 		$1.61M Buy
141,021
+44,406
+46% +$452K 0.52% 40
2025
Q1 		$713K Buy
+96,615
New +$1.02M 0.23% 50
2024
Q4 		– Sell
-50,000
Closed -$1.3M – 80
2024
Q3 		$1.3M Buy
+50,000
New +$1.14M 0.39% 46

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

Stempoint Capital's MBX Position: Q1 2026 in Review

Stempoint Capital increased its MBX Biosciences (MBX) stake by 536% in Q1 2026, buying an estimated $14.3M and bringing the position to 499,469 shares worth $14.9M. The position accounts for 2.85% of the portfolio, ranked #7.

Stempoint Capital first reported a position in MBX in Q3 2024 and has held it in 6 quarters since. 157 funds tracked by Wall St. Rank hold MBX as of Q1 2026.

  • Stempoint Capital held 499,469 shares of MBX Biosciences worth $14.9M as of Q1 2026.
  • Stempoint Capital bought 420,916 MBX Biosciences shares in Q1 2026, an estimated $14.3M.
  • MBX Biosciences made up 2.85% of Stempoint Capital's portfolio in Q1 2026, its #7 holding.
  • Stempoint Capital first reported a position in MBX Biosciences in Q3 2024 and has held it in 6 quarters since.
  • 157 funds tracked by Wall St. Rank held MBX Biosciences as of Q1 2026.

Based on Stempoint Capital's 13F filing for Q1 2026, filed 15 May 2026.