Two Sigma Investments
MBX

Two Sigma Investments’s MBX Biosciences MBX Stock Holding History

Two Sigma Investments’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 		$3.43M Sell
115,075
-23,496
-17% -$799K ﹤0.01% 2322
2025
Q4 		$4.37M Buy
138,571
+124,984
+920% +$3.03M 0.01% 1835
2025
Q3 		$238K Buy
+13,587
New +$182K ﹤0.01% 3314
2025
Q2 		– Sell
-33,833
Closed -$250K – 3624
2025
Q1 		$250K Buy
+33,833
New +$358K ﹤0.01% 2787

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

Two Sigma Investments's MBX Position: Q1 2026 in Review

Two Sigma Investments reduced its MBX Biosciences (MBX) stake by 17% in Q1 2026, selling an estimated $799K and leaving 115,075 shares worth $3.43M. The position accounts for ﹤0.01% of the portfolio, ranked #2322.

Two Sigma Investments first reported a position in MBX in Q1 2025 and has held it in 4 quarters since. The position peaked at $4.37M in Q4 2025. 157 funds tracked by Wall St. Rank hold MBX as of Q1 2026.

  • Two Sigma Investments held 115,075 shares of MBX Biosciences worth $3.43M as of Q1 2026.
  • Two Sigma Investments sold 23,496 MBX Biosciences shares in Q1 2026, an estimated $799K.
  • MBX Biosciences made up ﹤0.01% of Two Sigma Investments's portfolio in Q1 2026, its #2322 holding.
  • Two Sigma Investments first reported a position in MBX Biosciences in Q1 2025 and has held it in 4 quarters since.
  • Two Sigma Investments's MBX Biosciences position peaked at $4.37M in Q4 2025.
  • 157 funds tracked by Wall St. Rank held MBX Biosciences as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.