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MBX BIOSCIENCES · 13F 机构持仓分析
期权收益计算器 机构排行
M

MBX BIOSCIENCES

MBX BIOSCIENCES INCMBX
持有机构数
176
机构合计市值 (Q2 2026)
$30.94亿
机构合计股数 (Q2 2026)
5,606.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,065.4万股
105 · 42 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-698.2万股
71 · 21 清仓 · ≈
⚖️ 净额
+367.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$30.94亿
持有机构数
176
新买入
42
加仓
63
减仓
50
清仓
21
持股不变
21
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Frazier Life Sciences 管理Frazier Life Sciences Management, L.P.
8%5.11%#3$3.67亿665.2万股$1.99亿665.2万股00.00%持仓不变
富达投资FMR LLC
0.01%<0.01%#50$2.94亿532.3万股$8,766.0万293.7万股+238.6万股+81.25%加仓
惠灵顿管理集团WELLINGTON MANAGEMENT GROUP LLP
0.05%0.02%#44$2.75亿497.8万股$9,527.6万319.2万股+178.6万股+55.95%加仓
NEA Management Company, LLC
12.56%6.13%#2$2.00亿361.4万股$1.08亿361.4万股00.00%持仓不变
奥比梅德顾问ORBIMED ADVISORS LLC
3.57%2.15%#6$1.89亿342.9万股$1.09亿363.8万股-20.9万股-5.75%减仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#75$1.83亿332.4万股$8,780.1万294.1万股+38.2万股+13.00%加仓
范式生物资本Paradigm Biocapital Advisors LP
2.59%#9$1.38亿250.8万股$00股+250.8万股新买入
NVP Associates, LLC
35.93%36.2%#1$1.18亿213.6万股$6,377.0万213.6万股00.00%持仓不变
深轨资本Deep Track Capital, LP
1.39%1.34%#13$9,563.8万173.3万股$8,231.3万275.8万股-102.5万股-37.17%减仓
极地资本控股Polar Capital Holdings Plc
0.21%0.17%#30$8,879.0万160.9万股$4,842.2万162.2万股-1.4万股-0.84%减仓
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#85$8,155.2万147.7万股$4,410.6万147.8万股-204股-0.01%减仓
Aaron Wealth Advisors LLC
3.27%1.98%#7$6,446.3万116.8万股$3,487.0万116.8万股-377股-0.03%减仓
Driehaus资本管理DRIEHAUS CAPITAL MANAGEMENT LLC
0.34%0.22%#24$5,832.3万105.7万股$3,039.4万101.8万股+3.8万股+3.77%加仓
Kynam Capital Management, LP
2.85%1.72%#8$5,160.1万93.5万股$2,790.4万93.5万股00.00%持仓不变
Woodline合伙人Woodline Partners LP
0.15%0.1%#34$4,968.5万90.0万股$2,686.7万90.0万股+29股+0.00%加仓
暮色资产管理EVENTIDE ASSET MANAGEMENT, LLC
0.64%0.44%#20$4,821.7万87.3万股$2,656.7万89.0万股-1.7万股-1.85%减仓
道富集团STATE STREET CORP
<0.01%<0.01%#91$4,771.9万86.4万股$2,349.8万78.7万股+7.7万股+9.81%加仓
普信集团PRICE T ROWE ASSOCIATES INC /MD/
<0.01%<0.01%#65$4,497.7万81.5万股$3,071.7万102.9万股-21.4万股-20.82%减仓
Parkman Healthcare Partners LLC
4.52%2.46%#5$4,417.0万80.0万股$2,388.1万80.0万股+136股+0.02%加仓
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#78$4,268.3万77.3万股$2,001.6万67.0万股+10.3万股+15.32%加仓
BRAIDWELL LP
1.45%1.49%#12$3,924.1万71.1万股$4,455.0万149.2万股-78.2万股-52.37%减仓
TCG Crossover 管理TCG Crossover Management, LLC
0.86%0.56%#18$3,588.0万65.0万股$1,940.3万65.0万股00.00%持仓不变
Cormorant Asset Management, LP
1.54%1.68%#11$3,036.0万55.0万股$3,343.2万112.0万股-57.0万股-50.89%减仓
Soleus 资本管理Soleus Capital Management, L.P.
0.98%0.22%#17$2,844.3万51.5万股$534.0万17.9万股+33.6万股+188.03%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#80$2,533.7万45.9万股$1,367.0万45.8万股+1,060股+0.23%加仓
马歇尔·韦斯MARSHALL WACE, LLP
0.02%<0.01%#48$2,218.4万40.2万股$187.2万6.3万股+33.9万股+540.93%加仓
Caption管理Caption Management, LLC
0.1%#38$2,208.0万40.0万股$00股+40.0万股新买入
EcoR1 Capital, LLC
1.04%0.98%#16$2,144.5万38.9万股$2,319.3万77.7万股-38.9万股-50.00%减仓
先锋领航组合管理VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#106$1,913.9万34.7万股$875.5万29.3万股+5.3万股+18.21%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#100$1,650.1万29.9万股$85.8万2.9万股+27.0万股+939.75%加仓
Rock Springs Capital Management LP
0.8%0.51%#19$1,646.2万29.8万股$859.6万28.8万股+1.0万股+3.56%加仓
康得利安资管Candriam S.C.A.
0.07%#39$1,598.7万29.0万股$00股+29.0万股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#82$1,505.6万27.3万股$1,035.5万34.7万股-7.4万股-21.38%减仓
Opaleye Management Inc.
1.3%1.02%#14$1,435.2万26.0万股$776.1万26.0万股00.00%持仓不变
富兰克林资源FRANKLIN RESOURCES INC
<0.01%#73$1,394.7万25.3万股$00股+25.3万股新买入
Schonfeld战略顾问Schonfeld Strategic Advisors LLC
0.05%0.03%#43$1,372.7万24.9万股$369.6万12.4万股+12.5万股+100.84%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#113$1,372.0万24.9万股$78.5万4.5万股+20.4万股+453.98%加仓
北方信托NORTHERN TRUST CORP
<0.01%<0.01%#88$1,361.7万24.7万股$628.6万21.1万股+3.6万股+17.14%加仓
维度基金顾问DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#77$1,290.0万23.4万股$139.6万4.7万股+18.7万股+399.86%加仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#86$1,286.7万23.3万股$641.5万21.5万股+1.8万股+8.46%加仓
千禧管理MILLENNIUM MANAGEMENT LLC
<0.01%0.01%#66$1,248.4万22.6万股$1,684.8万56.4万股-33.8万股-59.93%减仓
Tetragon Partners GP Ltd
1.77%0.84%#10$1,123.6万20.4万股$434.3万14.5万股+5.8万股+39.91%加仓
先锋信托VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#76$1,111.9万20.1万股$507.9万17.0万股+3.1万股+18.38%加仓
Caligan Partners LP
0.52%1.69%#23$1,104.0万20.0万股$2,533.0万84.9万股-64.9万股-76.43%减仓
D.E.肖D. E. Shaw & Co., Inc.
<0.01%0.01%#60$1,008.9万18.3万股$862.3万28.9万股-10.6万股-36.73%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#114$839.5万15.2万股$305.6万10.2万股+5.0万股+48.54%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#128$751.8万14.0万股$395.9万14.7万股-7,446股-5.06%减仓
KVP Capital Advisors, LP
4.92%2.71%#4$670.8万12.2万股$362.7万12.2万股00.00%持仓不变
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#64$626.4万11.3万股$343.5万11.5万股-1,600股-1.39%减仓
Burkehill Global 管理Burkehill Global Management, LP
0.2%0.15%#31$552.0万10.0万股$298.5万10.0万股00.00%持仓不变

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