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 Q2	–	Sell	-499,469	Closed	-$14.9M	–	115
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 $4.59B AUM 237.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

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

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

Stempoint Capital's MBX Position: Q2 2026 in Review

Stempoint Capital sold out of MBX Biosciences (MBX) in Q2 2026, closing a stake of 499,469 shares — an estimated $14.9M sold.

Stempoint Capital first reported a position in MBX in Q3 2024 and held it in 6 quarters. The position peaked at $14.9M in Q1 2026. 172 funds tracked by Wall St. Rank hold MBX as of Q2 2026.

Stempoint Capital reported no remaining MBX Biosciences position as of Q2 2026 after selling out during the quarter.
Stempoint Capital sold 499,469 MBX Biosciences shares in Q2 2026, an estimated $14.9M.
Stempoint Capital first reported a position in MBX Biosciences in Q3 2024 and held it in 6 quarters.
Stempoint Capital's MBX Biosciences position peaked at $14.9M in Q1 2026.
172 funds tracked by Wall St. Rank held MBX Biosciences as of Q2 2026.

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