MBX
MBX Biosciences, Inc. Common Stock · Healthcare · Biotechnology
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -9.1% ·
Aktienfluss +20.3% ·
neue Nettopositionen -10.0%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 67 | +5 | 22.03M | $1.22B | +10 | −5 |
| Q1 2026 | 65 | +3 | 17.55M | $523.43M | +9 | −6 |
| Q4 2025 | 61 | +2 | 15.34M | $483.77M | +2 | — |
| Q3 2025 | 15 | +2 | 13.00M | $227.48M | +2 | — |
| Q2 2025 | 10 | -1 | 8.10M | $92.45M | +1 | −2 |
| Q1 2025 | 8 | 0 | 4.62M | $34.08M | +2 | −2 |
| Q4 2024 | 8 | -2 | 5.08M | $93.07M | — | −2 |
| Q3 2024 | 9 | +9 | 4.81M | $122.94M | +9 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 2.27M | -14.1% | $25.86M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Wellington Management ✦ | 2.27M | -14.1% | $25.86M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Wellington Management ✦ | 2.27M | -14.1% | $25.86M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 1.35M | +22.3% | $15.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 1.35M | +22.3% | $15.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passiv) | 1.04M | — | $11.91M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | The Vanguard Group ✦ (passiv) | 1.04M | — | $11.91M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | The Vanguard Group ✦ (passiv) | 1.04M | — | $11.91M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passiv) | 1.01M | — | $11.54M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passiv) | 1.01M | — | $11.54M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passiv) | 1.01M | — | $11.54M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passiv) | 1.01M | — | $11.54M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passiv) | 1.01M | — | $11.54M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passiv) | 1.01M | — | $11.54M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Point72 Asset Management ✦ | 973.79K | +781.4% | $11.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Millennium Management ✦ | 766.84K | +349.9% | $8.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Geode Capital Management ✦ (passiv) | 348.45K | +27.0% | $3.98M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Geode Capital Management ✦ (passiv) | 348.45K | +27.0% | $3.98M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | State Street Global Advisors ✦ (passiv) | 265.12K | +49.6% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 61.33K | — | $699,810 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 18.00K | Neu | $205,392 | 0.0% | New | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 18.00K | Neu | $205,392 | 0.0% | New | 1 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 18.00K | Neu | $205,392 | 0.0% | New | 1 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 18.00K | Neu | $205,392 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| AQR Capital Management | $205,392 | 0.0% |
| AQR Capital Management | $205,392 | 0.0% |
| AQR Capital Management | $205,392 | 0.0% |
| AQR Capital Management | $205,392 | 0.0% |
Ausgestiegen
| Marshall Wace | $820,739 | war 0.0% |
| Two Sigma Investments | $249,688 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 156 Inhaber, 52.39M Anteile, $1.53B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.