MPM BIOIMPACT LLC

CIK

1687078

Location

BOSTON, MA

Portfolio Value

Mid $1,294,902,829

Diversification

Diversified

Filing Date

Global Rank

#1,534 / 8,604 ▲ 463 · as of Mar 2026

Top Industry

Biotechnology 94.5%

3Y Alpha vs SPY

+1.0%

Period ended 3 months ago

Filed May 15, 2026 · 54d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+87.9%

SPY

+76.5%

Annualised alpha

+2.6%

Max drawdown

−46.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

41 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top 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	Positions
Healthcare	100.0%	$1,294,902,829	41

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

41 positions · $1,294,902,829 total · as of Mar 31, 2026

All sectors Healthcare

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DBVT	DBV Technologies S.A. Healthcare	Reduced	5,213,361	-20,362,771	$108,907,111	−77.8%	8.41%
CGEM	Cullinan Therapeutics, Inc. Healthcare	Held	7,648,268	0	$108,681,888	+37.3%	8.39%
AKTS	Aktis Oncology, Inc. Healthcare	NEW	4,835,872	NEW	$86,513,750	NEW	6.68%
LQDA	Liquidia Corp Healthcare	Added	1,405,158	+4,289	$53,030,662	+9.8%	4.10%
ALMS	Alumis Inc. Healthcare	Reduced	2,386,529	-15,463	$52,575,233	+124.3%	4.06%
EWTX	Edgewise Therapeutics, Inc. Healthcare	Added	1,660,696	+5,440	$52,311,924	+27.4%	4.04%
RVMD	Revolution Medicines, Inc. Healthcare	Added	506,776	+1,104	$49,283,966	+22.4%	3.81%
AGIO	Agios Pharmaceuticals, Inc. Healthcare	Added	1,306,261	+2,888	$44,190,809	+24.6%	3.41%
CORT	Corcept Therapeutics Inc Healthcare	NEW	985,700	NEW	$39,733,567	NEW	3.07%
TRVI	Trevi Therapeutics, Inc. Healthcare	Added	3,298,430	+11,343	$39,350,269	−4.4%	3.04%
DNTH	Dianthus Therapeutics, Inc. /DE/ Healthcare	NEW	423,982	NEW	$35,580,569	NEW	2.75%
XENE	Xenon Pharmaceuticals Inc. Healthcare	Added	588,706	+103,086	$34,233,253	+57.3%	2.64%
MLTX	MoonLake Immunotherapeutics Healthcare	NEW	1,811,082	NEW	$33,758,568	NEW	2.61%
TVTX	Travere Therapeutics, Inc. Healthcare	NEW	1,133,365	NEW	$33,672,274	NEW	2.60%
EVMN	Evommune, Inc. Healthcare	Added	1,455,863	+1,342,841	$33,470,290	+1629.8%	2.58%
CYTK	Cytokinetics Inc Healthcare	NEW	500,000	NEW	$32,955,000	NEW	2.54%
SNDX	Syndax Pharmaceuticals Inc Healthcare	Added	1,340,733	+3,031	$31,319,522	+11.4%	2.42%
CNTX	Context Therapeutics Inc. Healthcare	Reduced	10,679,391	-10,679,391	$27,980,004	−10.9%	2.16%
FBRX	Forte Biosciences, Inc. Healthcare	NEW	1,000,682	NEW	$25,917,663	NEW	2.00%
PVLA	Palvella Therapeutics, Inc. Healthcare	Added	206,404	+659	$25,728,258	+19.5%	1.99%
DYN	Dyne Therapeutics, Inc. Healthcare	Added	1,408,152	+2,764	$25,529,795	−7.1%	1.97%
STOK	Stoke Therapeutics, Inc. Healthcare	Reduced	767,038	-3,251	$24,974,757	+2.2%	1.93%
CRVS	Corvus Pharmaceuticals, Inc. Healthcare	Reduced	1,674,875	-1,068,796	$24,503,421	+16.0%	1.89%
RLAY	Relay Therapeutics, Inc. Healthcare	Added	2,359,586	+127,135	$23,477,880	+24.3%	1.81%
TARS	Tarsus Pharmaceuticals, Inc. Healthcare	Added	329,750	+881	$23,131,962	−14.1%	1.79%
ORIC	Oric Pharmaceuticals, Inc. Healthcare	Added	1,803,945	+5,228	$22,855,983	+55.3%	1.77%
QURE	uniQure N.V. Healthcare	Reduced	1,369,231	-12,397	$22,386,926	−32.3%	1.73%
GLUE	Monte Rosa Therapeutics, Inc. Healthcare	Added	1,176,928	+3,552	$19,360,465	+5.2%	1.50%
NTRA	Natera, Inc. Healthcare	Reduced	93,074	-477	$18,613,869	−13.1%	1.44%
CLYM	Climb Bio, Inc. Healthcare	Reduced	2,593,439	-2,749,521	$17,765,057	−16.9%	1.37%
ARQT	Arcutis Biotherapeutics, Inc. Healthcare	Added	733,966	+202,766	$17,292,238	+12.1%	1.34%
URGN	UroGen Pharma Ltd. Healthcare	Added	943,803	+2,425	$16,969,577	−23.0%	1.31%
DRUG	Bright Minds Biosciences Inc. Healthcare	Reduced	212,175	-17,972	$15,482,409	−13.8%	1.20%
ZYME	Zymeworks Inc. Healthcare	NEW	565,249	NEW	$14,153,834	NEW	1.09%
BLTE	Belite Bio, Inc Healthcare	Added	88,045	+285	$14,037,894	−0.0%	1.08%
VRDN	Viridian Therapeutics, Inc.DE Healthcare	NEW	649,873	NEW	$12,711,515	NEW	0.98%
ENGN	enGene Therapeutics Inc. Healthcare	Added	1,845,373	+4,475	$12,566,990	−24.4%	0.97%
ABVX	Abivax S.A. Healthcare	Added	107,268	+50,952	$11,944,291	+57.3%	0.92%
ALLO	Allogene Therapeutics, Inc. Healthcare	NEW	2,242,933	NEW	$5,472,756	NEW	0.42%
ACRS	Aclaris Therapeutics, Inc. Healthcare	NEW	391,918	NEW	$1,469,692	NEW	0.11%
HOWL	Werewolf Therapeutics, Inc. Healthcare	Reduced	1,208,810	-184,747	$1,006,938	+14.0%	0.08%