156 tracked 13F filers disclose a position in MBX as of the latest SEC 13F filings, a combined $1.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Frazier Life Sciences Management, L.P. | $367.2M | 6.7M | —Held | Q2 2026 | |
| 2 | ORBIMED ADVISORS LLC | $108.6M | 3.6M | ▼−7.5% Reduced · −297K sh | Q1 2026 | |
| 3 | NEA Management Company, LLC | $107.9M | 3.6M | —Held | Q1 2026 | |
| 4 | BlackRock, Inc. | $87.8M | 2.9M | ▲+0.7% Added · +22K sh | Q1 2026 | |
| 5 | FMR LLC | $87.7M | 2.9M | ▲187× Added · +2.9M sh | Q1 2026 | |
| 6 | Deep Track Capital, LP | $82.3M | 2.8M | ▼−15% Reduced · −492K sh | Q1 2026 | |
| 7 | NVP Associates, LLC | $117.9M | 2.1M | —Held | Q2 2026 | |
| 8 | Polar Capital Holdings Plc | $88.8M | 1.6M | ▼−0.8% Reduced · −14K sh | Q2 2026 | |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | $44.1M | 1.5M | →First observed position No prior filed position | Q1 2026 | |
| 10 | Aaron Wealth Advisors LLC | $64.5M | 1.2M | ▼~0% Reduced · −377 sh | Q2 2026 | |
| 11 | Cormorant Asset Management, LP | $33.4M | 1.1M | —Held | Q1 2026 | |
| 12 | PRICE T ROWE ASSOCIATES INC /MD/ | $30.7M | 1.0M | ▲+22% Added · +189K sh | Q1 2026 | |
| 13 | Kynam Capital Management, LP | $27.9M | 935K | —Held | Q1 2026 | |
| 14 | CITADEL ADVISORS LLC | $27.8M | 933K | ▲+15% Added · +123K sh | Q1 2026 | |
| 15 | Woodline Partners LP | $26.9M | 900K | ▼−10.0% Reduced · −100K sh | Q1 2026 | |
| 16 | EVENTIDE ASSET MANAGEMENT, LLC | $26.6M | 890K | —Held | Q1 2026 | |
| 17 | STATE STREET CORP | $47.7M | 864K | ▲+9.8% Added · +77K sh | Q2 2026 | |
| 18 | Caligan Partners LP | $25.3M | 849K | ▲New +849K sh | Q1 2026 | |
| 19 | Parkman Healthcare Partners LLC | $23.9M | 800K | ▼−9.7% Reduced · −86K sh | Q1 2026 | |
| 20 | EcoR1 Capital, LLC | $23.2M | 777K | ▼−63% Reduced · −1.3M sh | Q1 2026 | |
| 21 | GEODE CAPITAL MANAGEMENT, LLC | $42.7M | 773K | ▲+15% Added · +103K sh | Q2 2026 | |
| 22 | BRAIDWELL LP | $39.2M | 711K | ▼−52% Reduced · −782K sh | Q2 2026 | |
| 23 | TCG Crossover Management, LLC | $19.4M | 650K | —Held | Q1 2026 | |
| 24 | MILLENNIUM MANAGEMENT LLC | $16.8M | 564K | ▲+22% Added · +102K sh | Q1 2026 | |
| 25 | Soleus Capital Management, L.P. | $28.4M | 515K | ▲+188% Added · +336K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 12 funds opened a new position in MBX and 20 added to an existing one, while 18 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 73 funds | $48.8B |
| NVIDIA CORPNVDA | 71 funds | $237.2B |
| BROADCOM INCAVGO | 71 funds | $93.6B |
| MICRON TECHNOLOGY INCMU | 71 funds | $24.8B |
| ADVANCED MICRO DEVICESAMD | 71 funds | $22.8B |
| LAM RESEARCH CORPLRCX | 71 funds | $19.5B |
| MICROSOFT CORPMSFT | 70 funds | $159.6B |
| AMAZON.COM INCAMZN | 70 funds | $111.4B |
| META PLATFORMS INC-CLASS AMETA | 69 funds | $69.0B |
| INTUITIVE SURGICAL INCISRG | 69 funds | $17.5B |
| THERMO FISHER SCIENTIFIC INCTMO | 69 funds | $11.1B |
| BOSTON SCIENTIFIC CORPBSX | 69 funds | $8.9B |
Ranked by how many of MBX's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 4, 2026 | Azoulay Salomon | Chief Medical Officer | Sell (S) | 370 | $24K |
| May 8, 2026 | Azoulay Salomon | Chief Medical Officer | Sell (S) | 55K | $2.1M |
| May 8, 2026 | Azoulay Salomon | Chief Medical Officer | Sell (S) | 15K | $575K |
| May 6, 2026 | Azoulay Salomon | Chief Medical Officer | Sell (S) | 231 | $7K |
| May 6, 2026 | Hawryluk P. Kent | President & CEO, Director | Sell (S) | 607 | $18K |
| Mar 13, 2026 | Hawryluk P. Kent | President & CEO, Director | Buy (P) | 19K | $526K |
| Oct 20, 2025 | Hawryluk P. Kent | President & CEO, Director | Buy (P) | 20K | $273K |
| Oct 17, 2025 | Hoerter Steven L. | Director | Buy (P) | 20K | $265K |
| Sep 26, 2025 | FHMLS X, L.P. | 10% Owner | Buy (P) | 667K | $12.0M |
| Apr 8, 2025 | Pescovitz Ora H. | Director | Buy (P) | 8K | $45K |
| Feb 18, 2025 | OrbiMed Genesis GP LLC | Director, 10% Owner | Buy (P) | 94K | $1.0M |
| Feb 18, 2025 | OrbiMed Genesis GP LLC | Director, 10% Owner | Buy (P) | 49K | $532K |
Connected entities for MBX
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MBX/capital-change-brief"
Use Arkolith's capital_change_brief for MBX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MBX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.