SEC 13F Intelligence

Orbimed Advisors LLC / MBX

Orbimed Advisors LLC’s Mbx Biosciences Inc Position

Does Orbimed Advisors LLC own Mbx Biosciences Inc (MBX)? Yes — 3.64M shares worth $109M (+2.15% of its 13F portfolio) as of Q1 2026, down from 3.94M shares the prior filed quarter.

Position Value
$109M
Q1 2026
Shares
3.64M
% of Portfolio
+2.15%
Quarters Held
7
currently held

Position History MBX

Reported value by quarter
Q3 ’24: $99MQ3 ’24Q4 ’24: $70MQ4 ’24Q1 ’25: $30MQ1 ’25Q2 ’25: $46MQ2 ’25Q3 ’25: $70MQ3 ’25Q4 ’25: $124MQ4 ’25Q1 ’26: $109MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.64M$109M+2.15%
Q4 20253.94M$124M+2.53%
Q3 20254.00M$70M+1.65%
Q2 20254.00M$46M+1.14%
Q1 20254.00M$30M+0.70%
Q4 20243.81M$70M+1.45%
Q3 20243.81M$99M+1.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Orbimed Advisors LLC’s full portfolio or all institutional holders of MBX.