MPM BIOIMPACT LLC
Filing Date
Global Rank
#1,537
/ 8,622
▲ 456
· as of Mar 2026
Top Industry
Biotechnology
94.5%
3Y Alpha vs SPY
+3.0%
Period ended 4 months ago
Filed May 15, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+80.4%
SPY
+67.9%
Annualised alpha
+2.9%
Max drawdown
−46.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
41 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.4%
−1.0 pts
Top 5
31.6%
+0.2 pts
Top 10
49.0%
−2.5 pts
HHI
380
Diversified−26
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 100.0% | $1,294,902,829 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DBVT | DBV Technologies S.A. | +4,216,536 | 5,213,361 | $108,907,111 | |
| EVMN | Evommune, Inc. | +1,342,841 | 1,455,863 | $33,470,290 | |
| ARQT | Arcutis Biotherapeutics, Inc. | +202,766 | 733,966 | $17,292,238 | |
| RLAY | Relay Therapeutics, Inc. | +127,135 | 2,359,586 | $23,477,880 | |
| XENE | Xenon Pharmaceuticals Inc. | +103,086 | 588,706 | $34,233,253 | |
| ABVX | Abivax S.A. | +50,952 | 107,268 | $11,944,291 | |
| TRVI | Trevi Therapeutics, Inc. | +11,343 | 3,298,430 | $39,350,269 | |
| EWTX | Edgewise Therapeutics, Inc. | +5,440 | 1,660,696 | $52,311,924 | |
| ORIC | Oric Pharmaceuticals, Inc. | +5,228 | 1,803,945 | $22,855,983 | |
| ENGN | enGene Therapeutics Inc. | +4,475 | 1,845,373 | $12,566,990 | |
| LQDA | Liquidia Corp | +4,289 | 1,405,158 | $53,030,662 | |
| GLUE | Monte Rosa Therapeutics, Inc. | +3,552 | 1,176,928 | $19,360,465 | |
| SNDX | Syndax Pharmaceuticals Inc | +3,031 | 1,340,733 | $31,319,522 | |
| AGIO | Agios Pharmaceuticals, Inc. | +2,888 | 1,306,261 | $44,190,809 | |
| DYN | Dyne Therapeutics, Inc. | +2,764 | 1,408,152 | $25,529,795 | |
| URGN | UroGen Pharma Ltd. | +2,425 | 943,803 | $16,969,577 | |
| RVMD | Revolution Medicines, Inc. | +1,104 | 506,776 | $49,283,966 | |
| TARS | Tarsus Pharmaceuticals, Inc. | +881 | 329,750 | $23,131,962 | |
| PVLA | Palvella Therapeutics, Inc. | +659 | 206,404 | $25,728,258 | |
| BLTE | Belite Bio, Inc | +285 | 88,045 | $14,037,894 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CRVS | Corvus Pharmaceuticals, Inc. | −1,068,796 | 1,674,875 | $24,503,421 | |
| HOWL | Werewolf Therapeutics, Inc. | −184,747 | 1,208,810 | $1,006,938 | |
| CLYM | Climb Bio, Inc. | −78,041 | 2,593,439 | $17,765,057 | |
| DRUG | Bright Minds Biosciences Inc. | −17,972 | 212,175 | $15,482,409 | |
| ALMS | Alumis Inc. | −15,463 | 2,386,529 | $52,575,233 | |
| QURE | uniQure N.V. | −12,397 | 1,369,231 | $22,386,926 | |
| STOK | Stoke Therapeutics, Inc. | −3,251 | 767,038 | $24,974,757 | |
| NTRA | Natera, Inc. | −477 | 93,074 | $18,613,869 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AKTS | Aktis Oncology, Inc. | 4,835,872 | $86,513,750 | |
| CORT | Corcept Therapeutics Inc | 985,700 | $39,733,567 | |
| DNTH | Dianthus Therapeutics, Inc. /DE/ | 423,982 | $35,580,569 | |
| MLTX | MoonLake Immunotherapeutics | 1,811,082 | $33,758,568 | |
| TVTX | Travere Therapeutics, Inc. | 1,133,365 | $33,672,274 | |
| CYTK | Cytokinetics Inc | 500,000 | $32,955,000 | |
| FBRX | Forte Biosciences, Inc. | 1,000,682 | $25,917,663 | |
| ZYME | Zymeworks Inc. | 565,249 | $14,153,834 | |
| VRDN | Viridian Therapeutics, Inc.\DE | 649,873 | $12,711,515 | |
| ALLO | Allogene Therapeutics, Inc. | 2,242,933 | $5,472,756 | |
| ACRS | Aclaris Therapeutics, Inc. | 391,918 | $1,469,692 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MDGL | Madrigal Pharmaceuticals, Inc. | 96,780 | $56,358,865 | |
| PTCT | Ptc Therapeutics, Inc. | 430,013 | $32,663,787 | |
| PTGX | Protagonist Therapeutics, Inc | 199,471 | $17,421,797 | |
| RCKT | Rocket Pharmaceuticals, Inc. | 1,586,076 | $5,567,126 | |
| MAZE | Maze Therapeutics, Inc. | 81,145 | $3,361,837 | |
| SRPT | Sarepta Therapeutics, Inc. | 70,000 | $1,506,400 | |
| No positions match the current search. | ||||
41 tracked positions ·
$1,294,902,829 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DBVT |
DBV Technologies S.A.
Healthcare
|
Reduced | 5,213,361 | $108,907,111 | 8.41% | |
| CGEM |
Cullinan Therapeutics, Inc.
Healthcare
|
Held | 7,648,268 | $108,681,888 | 8.39% | |
| AKTS |
Aktis Oncology, Inc.
Healthcare
|
NEW | 4,835,872 | $86,513,750 | 6.68% | |
| LQDA |
Liquidia Corp
Healthcare
|
Added | 1,405,158 | $53,030,662 | 4.10% | |
| ALMS |
Alumis Inc.
Healthcare
|
Reduced | 2,386,529 | $52,575,233 | 4.06% | |
| EWTX |
Edgewise Therapeutics, Inc.
Healthcare
|
Added | 1,660,696 | $52,311,924 | 4.04% | |
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
Added | 506,776 | $49,283,966 | 3.81% | |
| AGIO |
Agios Pharmaceuticals, Inc.
Healthcare
|
Added | 1,306,261 | $44,190,809 | 3.41% | |
| CORT |
Corcept Therapeutics Inc
Healthcare
|
NEW | 985,700 | $39,733,567 | 3.07% | |
| TRVI |
Trevi Therapeutics, Inc.
Healthcare
|
Added | 3,298,430 | $39,350,269 | 3.04% | |
| DNTH |
Dianthus Therapeutics, Inc. /DE/
Healthcare
|
NEW | 423,982 | $35,580,569 | 2.75% | |
| XENE |
Xenon Pharmaceuticals Inc.
Healthcare
|
Added | 588,706 | $34,233,253 | 2.64% | |
| MLTX |
MoonLake Immunotherapeutics
Healthcare
|
NEW | 1,811,082 | $33,758,568 | 2.61% | |
| TVTX |
Travere Therapeutics, Inc.
Healthcare
|
NEW | 1,133,365 | $33,672,274 | 2.60% | |
| EVMN |
Evommune, Inc.
Healthcare
|
Added | 1,455,863 | $33,470,290 | 2.58% | |
| CYTK |
Cytokinetics Inc
Healthcare
|
NEW | 500,000 | $32,955,000 | 2.54% | |
| SNDX |
Syndax Pharmaceuticals Inc
Healthcare
|
Added | 1,340,733 | $31,319,522 | 2.42% | |
| CNTX |
Context Therapeutics Inc.
Healthcare
|
Reduced | 10,679,391 | $27,980,004 | 2.16% | |
| FBRX |
Forte Biosciences, Inc.
Healthcare
|
NEW | 1,000,682 | $25,917,663 | 2.00% | |
| PVLA |
Palvella Therapeutics, Inc.
Healthcare
|
Added | 206,404 | $25,728,258 | 1.99% | |
| DYN |
Dyne Therapeutics, Inc.
Healthcare
|
Added | 1,408,152 | $25,529,795 | 1.97% | |
| STOK |
Stoke Therapeutics, Inc.
Healthcare
|
Reduced | 767,038 | $24,974,757 | 1.93% | |
| CRVS |
Corvus Pharmaceuticals, Inc.
Healthcare
|
Reduced | 1,674,875 | $24,503,421 | 1.89% | |
| RLAY |
Relay Therapeutics, Inc.
Healthcare
|
Added | 2,359,586 | $23,477,880 | 1.81% | |
| TARS |
Tarsus Pharmaceuticals, Inc.
Healthcare
|
Added | 329,750 | $23,131,962 | 1.79% | |
| ORIC |
Oric Pharmaceuticals, Inc.
Healthcare
|
Added | 1,803,945 | $22,855,983 | 1.77% | |
| QURE |
uniQure N.V.
Healthcare
|
Reduced | 1,369,231 | $22,386,926 | 1.73% | |
| GLUE |
Monte Rosa Therapeutics, Inc.
Healthcare
|
Added | 1,176,928 | $19,360,465 | 1.50% | |
| NTRA |
Natera, Inc.
Healthcare
|
Reduced | 93,074 | $18,613,869 | 1.44% | |
| CLYM |
Climb Bio, Inc.
Healthcare
|
Reduced | 2,593,439 | $17,765,057 | 1.37% | |
| ARQT |
Arcutis Biotherapeutics, Inc.
Healthcare
|
Added | 733,966 | $17,292,238 | 1.34% | |
| URGN |
UroGen Pharma Ltd.
Healthcare
|
Added | 943,803 | $16,969,577 | 1.31% | |
| DRUG |
Bright Minds Biosciences Inc.
Healthcare
|
Reduced | 212,175 | $15,482,409 | 1.20% | |
| ZYME |
Zymeworks Inc.
Healthcare
|
NEW | 565,249 | $14,153,834 | 1.09% | |
| BLTE |
Belite Bio, Inc
Healthcare
|
Added | 88,045 | $14,037,894 | 1.08% | |
| VRDN |
Viridian Therapeutics, Inc.\DE
Healthcare
|
NEW | 649,873 | $12,711,515 | 0.98% | |
| ENGN |
enGene Therapeutics Inc.
Healthcare
|
Added | 1,845,373 | $12,566,990 | 0.97% | |
| ABVX |
Abivax S.A.
Healthcare
|
Added | 107,268 | $11,944,291 | 0.92% | |
| ALLO |
Allogene Therapeutics, Inc.
Healthcare
|
NEW | 2,242,933 | $5,472,756 | 0.42% | |
| ACRS |
Aclaris Therapeutics, Inc.
Healthcare
|
NEW | 391,918 | $1,469,692 | 0.11% | |
| HOWL |
Werewolf Therapeutics, Inc.
Healthcare
|
Reduced | 1,208,810 | $1,006,938 | 0.08% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.