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Equibles

PLATINUM INVESTMENT MANAGEMENT LTD

Position in MBX — MBX Biosciences, Inc.

CIK 1256071 SYDNEY AUSTRALIA 2000, C3
Back to MBX Full portfolio

Position in MBX

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$2,406,554
+$1,105,184 QoQ
Shares Held
43,597
0.0% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#63
of 172 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MBX Over Time

Shares Held

Position Value (USD)

Position in Biotechnology

Healthcare · as of Jun 30, 2026

PLATINUM INVESTMENT MANAGEMENT LTD holds $78,056,040 across 25 Biotechnology names. MBX ranks #16 (3.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 APGE
Apogee Therapeutics, Inc.
 58,314 $7,740,017
2 COGT
Cogent Biosciences, Inc.
 154,220 $5,968,314
3 IMVT
Immunovant, Inc.
 144,671 $5,574,173
4 ARWR
Arrowhead Pharmaceuticals, Inc.
 64,752 $5,277,935
5 IDYA
IDEAYA Biosciences, Inc.
 138,708 $5,169,647
6 VERA
Vera Therapeutics, Inc.
 113,687 $4,878,309
7 GPCR
Structure Therapeutics Inc.
 90,363 $4,849,782
8 RCUS
Arcus Biosciences, Inc.
 134,217 $4,137,910

All Filings in MBX

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,406,554 43,597
2026-03-31 $1,301,370 43,597
2025-12-31 $1,375,049 43,597
2025-09-30 $1,214,990 69,428
2025-06-30 $1,286,397 112,743
2025-03-31 $1,372,178 185,932
2024-12-31 $2,987,318 162,090
2024-09-30 $3,897,000 150,000