Which hedge funds own MBX? MBX BIOSCIENCES INC, Q2 2026 13F holders
38 tracked hedge funds disclosed a position in MBX (MBX BIOSCIENCES INC) in their Q2 2026 13F filings, worth $1.3bn in total. The largest holder by portfolio weight is Frazier Life Sciences Management, L.P. at 8.0% of its book. 7 opened a new position this quarter: Paradigm Biocapital Advisors LP, Verdad Advisers, LP, Moore Capital Management, LP, Seven Fleet Capital Management LP. 9 exited: Stempoint Capital LP, Cygnus Capital Advisors, LLC, Citadel Advisors LLC.
- 38
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 7
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 9
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $143m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $48.2m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.3bn
- Combined value Sum of the holders' reported positions in the security.
- 3.1%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Stempoint Capital LP | 2.9% | $14.9m |
| Cygnus Capital Advisors, LLC | 0.04% | $54.0k |
| Citadel Advisors LLC | 0.02% | $27.8m |
| Aquatic Capital Management LLC | 0.01% | $303k |
| ExodusPoint Capital Management, LP | 0.01% | $838k |
| Engineers Gate Manager LP | 0.01% | $519k |
| Squarepoint Ops LLC | 0.01% | $2.9m |
| Verition Fund Management LLC | 0.0% | $305k |
| Qube Research & Technologies Ltd | 0.0% | $513k |
Ownership over time
Who discovered MBX first? Beta
| Frazier Life Sciences Management, L.P. high conviction | Q3 2024 | +4.8 pts |
| Parkman Healthcare Partners LLC | Q4 2025 | +3.7 pts |
| Kynam Capital Management, LP | Q3 2025 | +3.5 pts |
| Orbimed Advisors LLC | Q3 2024 | +2.8 pts |
| Cormorant Asset Management, LP | Q3 2025 | +2.3 pts |
| EcoR1 Capital, LLC | Q3 2025 | +2.0 pts |
| Deep Track Capital, LP | Q3 2024 | +1.4 pts |
| MPM Bioimpact LLC | Q1 2025 | +0.8 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.