MPM BIOIMPACT LLC

Adviser

CIK

1687078

Location

BOSTON, MA

Portfolio Value

Mid $1,639,957,225

Diversification

Diversified

Filing Date

Global Rank

#1,838 / 8,818 ▲ 113

Top Industry

Biotechnology 89.2%

Period ended 4 months ago

Filed Aug 14, 2026 · 2mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Adviser

Schedule 13G, Aug 14, 2026

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 55.3%, 21.6 effective positions, active share 98.4% against the Russell 2000 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

64.6% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 6.9 quarters (4 to under 12)

Closest benchmark: the Russell 2000 as of 2026-06-30, active share 98.4%; sector active share 90.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

37 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.8%

+2.4 pts

Top 5

36.8%

+5.1 pts

Top 10

55.3%

+6.3 pts

HHI

463

Diversified+83

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	100.0%	$1,639,957,225	37

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
CGEM	Cullinan Therapeutics, Inc.	+2,083,073	9,731,341	$177,207,719
ACRS	Aclaris Therapeutics, Inc.	+650,549	1,042,467	$5,514,650
DYN	Dyne Therapeutics, Inc.	+513,941	1,922,093	$42,689,685
ABVX	Abivax S.A.	+229,079	336,347	$44,821,601
ORIC	Oric Pharmaceuticals, Inc.	+78,217	1,882,162	$20,383,814
RLAY	Relay Therapeutics, Inc.	+56,086	2,415,672	$45,197,223
BLTE	Belite Bio, Inc	+49,163	137,208	$21,127,973
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
CNTX	Context Therapeutics Inc.	−9,380,345	1,299,046	$719,671
DBVT	DBV Technologies S.A.	−1,547,077	3,666,284	$60,127,057
HOWL	Werewolf Therapeutics, Inc.	−1,128,668	80,142	$28,851
ALMS	Alumis Inc.	−367,509	2,019,020	$56,815,222
TRVI	Trevi Therapeutics, Inc.	−224,853	3,073,577	$57,322,211
CORT	Corcept Therapeutics Inc	−214,672	771,028	$67,040,884
MLTX	MoonLake Immunotherapeutics	−204,115	1,606,967	$31,287,647
QURE	uniQure N.V.	−143,376	1,225,855	$56,462,881
STOK	Stoke Therapeutics, Inc.	−43,724	723,314	$23,666,834
EWTX	Edgewise Therapeutics, Inc.	−39,916	1,620,780	$65,852,291
LQDA	Liquidia Corp	−18,984	1,386,174	$110,519,653
GLUE	Monte Rosa Therapeutics, Inc.	−15,847	1,161,081	$28,098,160
RVMD	Revolution Medicines, Inc.	−14,293	492,483	$92,232,216
—		−13,234	987,448	$20,983,270
TVTX	Travere Therapeutics, Inc.	−10,634	1,122,731	$63,782,348
URGN	UroGen Pharma Ltd.	−10,388	933,415	$34,349,672
DRUG	Bright Minds Biosciences Inc.	−10,061	202,114	$14,188,402
TARS	Tarsus Pharmaceuticals, Inc.	−7,743	322,007	$20,267,120
SNDX	Syndax Pharmaceuticals Inc	−7,210	1,333,523	$29,150,812
DNTH	Dianthus Therapeutics, Inc.	−3,980	420,002	$40,941,794
PVLA	Palvella Therapeutics, Inc.	−2,377	204,027	$31,179,406
NTRA	Natera, Inc.	−436	92,638	$25,146,585
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
RARE	Ultragenyx Pharmaceutical Inc.	1,418,215	$47,354,198
BIOA	BioAge Labs, Inc.	1,667,661	$40,874,371
TSHA	Taysha Gene Therapies, Inc.	4,500,000	$30,645,000
ZURA	Zura Bio Ltd	4,472,843	$26,389,773
ANL	Adlai Nortye Group Ltd.	1,936,291	$22,267,346
ANNX	Annexon, Inc.	3,544,354	$20,238,261
TRDA	Entrada Therapeutics, Inc.	1,253,053	$9,222,470
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
AGIO	Agios Pharmaceuticals, Inc.	1,306,261	$44,190,809
XENE	Xenon Pharmaceuticals Inc.	588,706	$34,233,253
EVMN	Evommune, Inc.	1,455,863	$33,470,290
CYTK	Cytokinetics Inc	500,000	$32,955,000
CRVS	Corvus Pharmaceuticals, Inc.	1,674,875	$24,503,421
CLYM	Climb Bio, Inc.	2,593,439	$17,765,057
ARQT	Arcutis Biotherapeutics, Inc.	733,966	$17,292,238
ZYME	Zymeworks Inc.	565,249	$14,153,834
VRDN	Viridian Therapeutics, Inc.\DE	649,873	$12,711,515
ENGN	enGene Therapeutics Inc.	1,845,373	$12,566,990
ALLO	Allogene Therapeutics, Inc.	2,242,933	$5,472,756
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

37 tracked positions · $1,639,957,225 total · filing declares 37 positions · $1,639,957,110 · as of Jun 30, 2026

All sectors Healthcare

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
CGEM	Cullinan Therapeutics, Inc. Healthcare	Added	9,731,341	+2,083,073	$177,207,719	+63.1%	22	$35.08	10.81%
AKTS	Aktis Oncology, Inc. Healthcare	Held	4,835,872	0	$155,860,154	+80.2%	2	$19.42	9.50%
LQDA	Liquidia Corp Healthcare	Reduced	1,386,174	-18,984	$110,519,653	+108.4%	4	$27.53	6.74%
RVMD	Revolution Medicines, Inc. Healthcare	Reduced	492,483	-14,293	$92,232,216	+87.1%	20	$43.12	5.62%
CORT	Corcept Therapeutics Inc Healthcare	Reduced	771,028	-214,672	$67,040,884	+68.7%	2	$37.39	4.09%
EWTX	Edgewise Therapeutics, Inc. Healthcare	Reduced	1,620,780	-39,916	$65,852,291	+25.9%	10	$17.74	4.02%
TVTX	Travere Therapeutics, Inc. Healthcare	Reduced	1,122,731	-10,634	$63,782,348	+89.4%	2	$29.89	3.89%
DBVT	DBV Technologies S.A. Healthcare	Reduced	3,666,284	-1,547,077	$60,127,057	−44.8%	5	$18.59	3.67%
TRVI	Trevi Therapeutics, Inc. Healthcare	Reduced	3,073,577	-224,853	$57,322,211	+45.7%	10	$2.98	3.50%
ALMS	Alumis Inc. Healthcare	Reduced	2,019,020	-367,509	$56,815,222	+8.1%	3	$6.98	3.46%
QURE	uniQure N.V. Healthcare	Reduced	1,225,855	-143,376	$56,462,881	+152.2%	3	$38.59	3.44%
RARE	Ultragenyx Pharmaceutical Inc. Healthcare	NEW	1,418,215	NEW	$47,354,198	NEW	1	$24.84	2.89%
RLAY	Relay Therapeutics, Inc. Healthcare	Added	2,415,672	+56,086	$45,197,223	+92.5%	14	$10.70	2.76%
ABVX	Abivax S.A. Healthcare	Added	336,347	+229,079	$44,821,601	+275.3%	3	$113.28	2.73%
DYN	Dyne Therapeutics, Inc. Healthcare	Added	1,922,093	+513,941	$42,689,685	+67.2%	5	$13.05	2.60%
DNTH	Dianthus Therapeutics, Inc. Healthcare	Reduced	420,002	-3,980	$40,941,794	+15.1%	2	$57.91	2.50%
BIOA	BioAge Labs, Inc. Healthcare	NEW	1,667,661	NEW	$40,874,371	NEW	1	$18.07	2.49%
URGN	UroGen Pharma Ltd. Healthcare	Reduced	933,415	-10,388	$34,349,672	+102.4%	4	$21.15	2.09%
MLTX	MoonLake Immunotherapeutics Healthcare	Reduced	1,606,967	-204,115	$31,287,647	−7.3%	2	$16.56	1.91%
PVLA	Palvella Therapeutics, Inc. Healthcare	Reduced	204,027	-2,377	$31,179,406	+21.2%	4	$72.07	1.90%
TSHA	Taysha Gene Therapies, Inc. Healthcare	NEW	4,500,000	NEW	$30,645,000	NEW	1	$5.92	1.87%
SNDX	Syndax Pharmaceuticals Inc Healthcare	Reduced	1,333,523	-7,210	$29,150,812	−6.9%	4	$13.11	1.78%
GLUE	Monte Rosa Therapeutics, Inc. Healthcare	Reduced	1,161,081	-15,847	$28,098,160	+45.1%	3	$13.49	1.71%
ZURA	Zura Bio Ltd Healthcare	NEW	4,472,843	NEW	$26,389,773	NEW	1	$4.76	1.61%
NTRA	Natera, Inc. Healthcare	Reduced	92,638	-436	$25,146,585	+35.1%	10	$76.08	1.53%
STOK	Stoke Therapeutics, Inc. Healthcare	Reduced	723,314	-43,724	$23,666,834	−5.2%	8	$13.06	1.44%
ANL	Adlai Nortye Group Ltd. Healthcare	NEW	1,936,291	NEW	$22,267,346	NEW	1	$12.17	1.36%
BLTE	Belite Bio, Inc Healthcare	Added	137,208	+49,163	$21,127,973	+50.5%	3	$131.02	1.29%
		Reduced	987,448	-13,234	$20,983,270	−19.0%	2	$28.81	1.28%
ORIC	Oric Pharmaceuticals, Inc. Healthcare	Added	1,882,162	+78,217	$20,383,814	−10.8%	6	$8.51	1.24%
TARS	Tarsus Pharmaceuticals, Inc. Healthcare	Reduced	322,007	-7,743	$20,267,120	−12.4%	5	$45.07	1.24%
ANNX	Annexon, Inc. Healthcare	NEW	3,544,354	NEW	$20,238,261	NEW	1	$5.53	1.23%
DRUG	Bright Minds Biosciences Inc. Healthcare	Reduced	202,114	-10,061	$14,188,402	−8.4%	3	$66.83	0.87%
TRDA	Entrada Therapeutics, Inc. Healthcare	NEW	1,253,053	NEW	$9,222,470	NEW	1	$9.59	0.56%
ACRS	Aclaris Therapeutics, Inc. Healthcare	Added	1,042,467	+650,549	$5,514,650	+275.2%	2	$4.05	0.34%
CNTX	Context Therapeutics Inc. Healthcare	Reduced	1,299,046	-9,380,345	$719,671	−97.4%	7	$1.73	0.04%
HOWL	Werewolf Therapeutics, Inc. Healthcare	Reduced	80,142	-1,128,668	$28,851	−97.1%	21	$13.59	0.00%

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.