MBX Biosciences, Inc.
MBX- 交易所
- Nasdaq
- 產業
- Pharmaceutical Preparations
- SEC CIK
- 0001776111
近 90 天，MBX Biosciences, Inc. 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 172 家機構在 13F 申報持有，市值合計 $30.6 億；沒有大師持有。
2026 年第 2 季 13F 持有人
MBX Biosciences, Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 172
- 較 2026 年第 1 季 +17 家
- 持有股數
- 5,548 萬
- 較 2026 年第 1 季 +245.5 萬 (+4.6%)
- 總市值
- $30.6 億
- 較 2026 年第 1 季 +$14.8 億 (+93.5%)
- 新進機構
- 38
- 另有 64 家加碼
- 清倉機構
- 21
- 另有 49 家減碼
另有 2 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 MBX 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 172 | $30.6 億 |
| 2026 年第 1 季 | 157 | $15.8 億 |
| 2025 年第 4 季 | 138 | $15.3 億 |
| 2025 年第 3 季 | 118 | $8.36 億 |
| 2025 年第 2 季 | 88 | $4.21 億 |
| 2025 年第 1 季 | 79 | $2.63 億 |
| 2024 年第 4 季 | 63 | $6.06 億 |
| 2024 年第 3 季 | 45 | $7.84 億 |
| 2024 年第 2 季 | 0 | $0 |
| 2024 年第 1 季 | 0 | $0 |
| 2023 年第 4 季 | 0 | $0 |
| 2023 年第 3 季 | 0 | $0 |
| 2023 年第 2 季 | 0 | $0 |
| 2023 年第 1 季 | 0 | $0 |
| 2022 年第 4 季 | 0 | $0 |
| 2022 年第 3 季 | 0 | $0 |
| 2022 年第 2 季 | 0 | $0 |
| 2022 年第 1 季 | 0 | $0 |
| 2021 年第 4 季 | 0 | $0 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2026 年第 2 季持有機構
每家機構持有 MBX Biosciences, Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Frazier Life Sciences Management, L.P. | 6,652,013 | $3.67 億 | 8.00% | 00.0% | 不變 |
| FMR LLC | 5,322,885 | $2.94 億 | 0.01% | +2,386,201+81.3% | 加碼 |
| Wellington Management Group LLP | 4,977,523 | $2.75 億 | 0.05% | +1,785,699+55.9% | 加碼 |
| NEA Management Company, LLC | 3,614,486 | $2.00 億 | 12.56% | 00.0% | 不變 |
| OrbiMed Advisors LLC | 3,428,736 | $1.89 億 | 3.58% | −209,151−5.7% | 減碼 |
| BlackRock, Inc. | 3,323,672 | $1.83 億 | 0.00% | +382,266+13.0% | 加碼 |
| Paradigm Biocapital Advisors LP | 2,508,015 | $1.38 億 | 2.59% | +2,508,015 | 新進 |
| NVP Associates, LLC | 2,136,335 | $1.18 億 | 35.93% | 00.0% | 不變 |
| Deep Track Capital, LP | 1,732,569 | $9,564 萬 | 1.41% | −1,025,000−37.2% | 減碼 |
| Polar Capital Holdings Plc | 1,608,514 | $8,879 萬 | 0.25% | −13,672−0.8% | 減碼 |
| Vanguard Capital Management LLC | 1,477,388 | $8,155 萬 | 0.00% | −2040.0% | 減碼 |
| Aaron Wealth Advisors | 1,167,799 | $6,446 萬 | 3.27% | −3770.0% | 減碼 |
| Driehaus Capital Management LLC | 1,056,579 | $5,832 萬 | 0.34% | +38,367+3.8% | 加碼 |
| Kynam Capital Management, LP | 934,799 | $5,160 萬 | 2.85% | 00.0% | 不變 |
| Woodline Partners LP | 900,092 | $4,969 萬 | 0.15% | +290.0% | 加碼 |
| Eventide Asset Management, LLC | 873,492 | $4,822 萬 | 0.64% | −16,508−1.9% | 減碼 |
| State Street Corp | 864,466 | $4,772 萬 | 0.00% | +77,258+9.8% | 加碼 |
| Price T Rowe Associates Inc | 814,807 | $4,498 萬 | 0.00% | −214,200−20.8% | 減碼 |
| Parkman Healthcare Partners LLC | 800,173 | $4,417 萬 | 4.54% | +1360.0% | 加碼 |
| Geode Capital Management, LLC | 773,072 | $4,268 萬 | 0.00% | +102,687+15.3% | 加碼 |
| Braidwell LP | 710,880 | $3,924 萬 | 1.45% | −781,587−52.4% | 減碼 |
| TCG Crossover Management, LLC | 650,000 | $3,588 萬 | 0.86% | 00.0% | 不變 |
| Cormorant Asset Management, LP | 550,000 | $3,036 萬 | 1.56% | −570,000−50.9% | 減碼 |
| Soleus Capital Management, L.P. | 515,279 | $2,844 萬 | 0.98% | +336,382+188.0% | 加碼 |
| Goldman Sachs Group Inc | 459,005 | $2,534 萬 | 0.00% | +1,060+0.2% | 加碼 |
| Marshall Wace, LLP | 401,885 | $2,218 萬 | 0.02% | +339,182+540.9% | 加碼 |
| EcoR1 Capital, LLC | 388,500 | $2,145 萬 | 1.06% | −388,500−50.0% | 減碼 |
| Vanguard Portfolio Management LLC | 346,717 | $1,914 萬 | 0.00% | +53,422+18.2% | 加碼 |
| Bank of America Corp | 298,927 | $1,650 萬 | 0.00% | +270,177+939.7% | 加碼 |
| Rock Springs Capital Management LP | 298,218 | $1,646 萬 | 0.80% | +10,251+3.6% | 加碼 |
| Candriam Luxembourg S.C.A. | 289,893 | $1,599 萬 | 0.07% | −4,481−1.5% | 減碼 |
| UBS Group AG | 272,747 | $1,506 萬 | 0.00% | −74,167−21.4% | 減碼 |
| Opaleye Management Inc. | 260,000 | $1,435 萬 | 1.30% | 00.0% | 不變 |
| Franklin Resources Inc | 252,665 | $1,395 萬 | 0.00% | +252,665 | 新進 |
| Schonfeld Strategic Advisors LLC | 248,670 | $1,373 萬 | 0.07% | +124,856+100.8% | 加碼 |
| Morgan Stanley | 248,558 | $1,372 萬 | 0.00% | +216,996+687.5% | 加碼 |
| Northern Trust Corp | 246,678 | $1,362 萬 | 0.00% | +36,103+17.1% | 加碼 |
| Dimensional Fund Advisors LP | 233,700 | $1,290 萬 | 0.00% | +186,947+399.9% | 加碼 |
| Charles Schwab Investment Management Inc | 233,095 | $1,287 萬 | 0.00% | +18,187+8.5% | 加碼 |
| Millennium Management LLC | 226,151 | $1,248 萬 | 0.01% | −338,264−59.9% | 減碼 |
| Polygon Management Ltd. | 203,543 | $1,124 萬 | 1.83% | +58,063+39.9% | 加碼 |
| Vanguard Fiduciary Trust Co | 201,429 | $1,112 萬 | 0.00% | +31,275+18.4% | 加碼 |
| Caligan Partners LP | 200,000 | $1,104 萬 | 0.53% | −648,590−76.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 182,767 | $1,009 萬 | 0.01% | −106,122−36.7% | 減碼 |
| JPMorgan Chase & Co | 139,611 | $751.8 萬 | 0.00% | −7,446−5.1% | 減碼 |
| KVP Capital Advisors, LP | 121,524 | $670.8 萬 | 4.92% | 00.0% | 不變 |
| Two Sigma Investments, LP | 113,475 | $626.4 萬 | 0.00% | −1,600−1.4% | 減碼 |
| Burkehill Global Management, LP | 100,000 | $552.0 萬 | 0.20% | 00.0% | 不變 |
| Nuveen, LLC | 98,733 | $545.0 萬 | 0.00% | +16,941+20.7% | 加碼 |
| TD Asset Management Inc | 95,598 | $527.7 萬 | 0.00% | −20,400−17.6% | 減碼 |
| Elmind Capital, LP | 91,000 | $502.3 萬 | 1.26% | −120,000−56.9% | 減碼 |
| Bank of New York Mellon Corp | 88,927 | $490.9 萬 | 0.00% | +8,705+10.9% | 加碼 |
| Prudential Financial Inc | 88,045 | $486.0 萬 | 0.01% | +88,045 | 新進 |
| Barclays PLC | 87,854 | $485.0 萬 | 0.00% | +76,016+642.1% | 加碼 |
| Affinity Asset Advisors, LLC | 75,000 | $414.0 萬 | 0.20% | −75,000−50.0% | 減碼 |
| PFM Health Sciences, LP | 70,971 | $391.8 萬 | 0.34% | −923−1.3% | 減碼 |
| Boothbay Fund Management, LLC | 70,353 | $388.3 萬 | 0.07% | −137,696−66.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 66,112 | $364.9 萬 | 0.00% | −24,522−27.1% | 減碼 |
| Moore Capital Management, LP | 64,893 | $358.2 萬 | 0.08% | +64,893 | 新進 |
| Rhenman & Partners Asset Management AB | 62,000 | $342.2 萬 | 0.32% | +62,000 | 新進 |
| Invesco Ltd. | 50,678 | $279.7 萬 | 0.00% | +23,153+84.1% | 加碼 |
| Alps Advisors Inc | 48,012 | $265.0 萬 | 0.01% | +11,462+31.4% | 加碼 |
| Platinum Investment Management Ltd | 43,597 | $240.7 萬 | 0.59% | 00.0% | 不變 |
| Swiss National Bank | 42,900 | $236.8 萬 | 0.00% | −1,500−3.4% | 減碼 |
| Ensign Peak Advisors, Inc | 42,156 | $232.7 萬 | 0.00% | +42,156 | 新進 |
| Algert Global LLC | 42,070 | $232.2 萬 | 0.03% | +6,050+16.8% | 加碼 |
| Creative Planning | 39,524 | $218.2 萬 | 0.00% | +3,554+9.9% | 加碼 |
| Rhumbline Advisers | 37,196 | $205.3 萬 | 0.00% | +3,325+9.8% | 加碼 |
| Deutsche Bank AG | 31,693 | $174.9 萬 | 0.00% | +8,743+38.1% | 加碼 |
| Wells Fargo & Company | 28,313 | $156.3 萬 | 0.00% | +17,551+163.1% | 加碼 |
| Exchange Traded Concepts, LLC | 27,421 | $151.4 萬 | 0.01% | −6,843−20.0% | 減碼 |
| Susquehanna International Group, LLP | 26,684 | $147.3 萬 | 0.00% | +17,197+181.3% | 加碼 |
| Voya Investment Management LLC | 26,132 | $144.2 萬 | 0.00% | +26,132 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 25,800 | $142.4 萬 | 0.00% | +25,800 | 新進 |
| Teachers Retirement System of the State of Kentucky | 25,377 | $140.1 萬 | 0.01% | +25,377 | 新進 |
| Citigroup Inc | 25,122 | $138.7 萬 | 0.00% | +11,623+86.1% | 加碼 |
| California State Teachers Retirement System | 23,376 | $129.0 萬 | 0.00% | +611+2.7% | 加碼 |
| American Century Companies Inc | 22,680 | $125.2 萬 | 0.00% | +13,954+159.9% | 加碼 |
| AQR Capital Management LLC | 22,591 | $124.7 萬 | 0.00% | −4,796−17.5% | 減碼 |
| Legal & General Group Plc | 21,583 | $119.1 萬 | 0.00% | +2,225+11.5% | 加碼 |
| UBS Asset Management Americas Inc | 21,344 | $117.8 萬 | 0.00% | +14,106+194.9% | 加碼 |
| Cerity Partners LLC | 20,997 | $115.9 萬 | 0.00% | −166−0.8% | 減碼 |
| Vanguard Global Advisers, LLC | 18,969 | $104.7 萬 | 0.00% | +2,941+18.3% | 加碼 |
| MetLife Investment Management | 18,250 | $100.7 萬 | 0.00% | +2,232+13.9% | 加碼 |
| Russell Investments Group, Ltd. | 18,162 | $100.3 萬 | 0.00% | +14,306+371.0% | 加碼 |
| Koa Wealth Management, LLC | 17,113 | $94.5 萬 | 0.64% | −800−4.5% | 減碼 |
| Alliancebernstein L.P. | 31,000 | $92.5 萬 | 0.00% | +500+1.6% | 加碼 |
| State of Wisconsin Investment Board | 15,971 | $88.2 萬 | 0.00% | −3,291−17.1% | 減碼 |
| Vanguard Asset Management, Ltd | 14,752 | $81.4 萬 | 0.00% | 00.0% | 不變 |
| Optimize Financial Inc | 14,458 | $79.8 萬 | 0.29% | −50−0.3% | 減碼 |
| Sound Capital Solutions LLC | 14,458 | $79.8 萬 | 0.19% | +14,458 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 14,292 | $78.9 萬 | 0.00% | +967+7.3% | 加碼 |
| DAFNA Capital Management LLC | 11,809 | $65.2 萬 | 0.12% | −163,656−93.3% | 減碼 |
| HighVista Strategies LLC | 11,634 | $64.2 萬 | 0.15% | +162+1.4% | 加碼 |
| New York State Common Retirement Fund | 11,000 | $60.7 萬 | 0.00% | +2,000+22.2% | 加碼 |
| Jupiter Topco LLC | 10,300 | $56.8 萬 | 0.00% | +10,300 | 新進 |
| Fred Alger Management, LLC | 9,877 | $54.5 萬 | 0.00% | +9,877 | 新進 |
| BNP Paribas Arbitrage, SA | 9,860 | $54.4 萬 | 0.00% | −524−5.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 9,777 | $54.0 萬 | 0.00% | +9,777 | 新進 |
| Virtus Investment Advisers, Inc. | 9,215 | $50.9 萬 | 0.12% | +84+0.9% | 加碼 |