STEMPOINT CAPITAL LP MBX — MBX BIOSCIENCES INC

Ownership history in STEMPOINT CAPITAL LP  ·  6 quarters on record

AI Ownership Summary

STEMPOINT CAPITAL LP reported MBX BIOSCIENCES INC (MBX) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 2.9% in 2026 Q1. The latest visible filing shows MBX at 2.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MBX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STEMPOINT CAPITAL LP's position in MBX BIOSCIENCES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MBX was reported at 2.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.9% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MBX stock page STEMPOINT CAPITAL LP fund profile STEMPOINT CAPITAL LP full holdings
How STEMPOINT CAPITAL LP held MBX — position size vs. price
% of Fund (quarterly)    MBX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 499,469 +420,916 +535.8% 2.90% $14.9M 2026-05-15 $32.45
2025 Q4 ADDED — — — 78,553 +3,553 +4.7% 0.42% $2.5M 2026-02-17 $39.38
2025 Q3 REDUCED 46.8% +77.5% ❌ 75,000 -66,021 -46.8% 0.26% $1.3M 2025-11-14 $24.79
2025 Q2 ADDED — — — 141,021 +44,406 +46.0% 0.52% $1.6M 2025-08-14 $13.21
2025 Q1 ADDED — — — 96,615 +46,615 +93.2% 0.23% $713K 2025-05-15 $10.65
2024 Q3 INITIATED — — — 50,000 — — 0.39% $1.3M 2024-11-13 $20.85

🏢 Other funds also holding MBX

As of 2026 Q1 — sorted by position size

Frazier Life Sciences Management, L.P. 3Y 5.11% KVP Capital Advisors, LP 2.71% Parkman Healthcare Partners LLC 3Y 2.46% Aaron Wealth Advisors LLC 3Y 1.98% Kynam Capital Management, LP 3Y 1.72% Caligan Partners LP 3Y 1.69% Cormorant Asset Management, LP 3Y 7Y 1.68% Deep Track Capital, LP 3Y 1.34% DAFNA Capital Management LLC 3Y 7Y 1.19% Tetragon Partners GP Ltd 3Y 7Y 0.84%

FAQ About STEMPOINT CAPITAL LP and MBX

These are the practical questions this page is built to answer before you even open the full history table.

How long has STEMPOINT CAPITAL LP reported owning MBX?

STEMPOINT CAPITAL LP reported MBX across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported MBX position in STEMPOINT CAPITAL LP's portfolio?

The largest reported portfolio weight for MBX was 2.90% in 2026 Q1.

What is the latest reported MBX position on this page?

The most recent filing on this page is 2026 Q1, when STEMPOINT CAPITAL LP reported 499,469 shares, equal to 2.90% of portfolio, with an estimated market value of $14.9M.

What does the chart on this MBX ownership page compare?

The chart compares STEMPOINT CAPITAL LP's quarterly MBX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did STEMPOINT CAPITAL LP time their MBX position?

Based on 13F filing dates vs. subsequent MBX price moves, STEMPOINT CAPITAL LP correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on MBX relative to SPY over the holding period was +15.2%.

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