MPM BIOIMPACT LLC
Filing Date
Global Rank
#1,487
/ 8,700
▲ 457
Top Industry
Biotechnology
89.2%
Period ended 2 months ago
Filed Aug 14, 2026 · 30d
26 quarters · since Mar 2020
Portfolio Concentration
37 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top 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 |
|---|---|---|
| Healthcare | 100.0% | $1,639,957,225 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. /DE/ | −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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
37 tracked positions ·
$1,639,957,225 total
· filing declares
37 positions · $1,639,957,110
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CGEM |
Cullinan Therapeutics, Inc.
Healthcare
|
Added | 9,731,341 | $177,207,719 | 10.81% | |
| AKTS |
Aktis Oncology, Inc.
Healthcare
|
Held | 4,835,872 | $155,860,154 | 9.50% | |
| LQDA |
Liquidia Corp
Healthcare
|
Reduced | 1,386,174 | $110,519,653 | 6.74% | |
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
Reduced | 492,483 | $92,232,216 | 5.62% | |
| CORT |
Corcept Therapeutics Inc
Healthcare
|
Reduced | 771,028 | $67,040,884 | 4.09% | |
| EWTX |
Edgewise Therapeutics, Inc.
Healthcare
|
Reduced | 1,620,780 | $65,852,291 | 4.02% | |
| TVTX |
Travere Therapeutics, Inc.
Healthcare
|
Reduced | 1,122,731 | $63,782,348 | 3.89% | |
| DBVT |
DBV Technologies S.A.
Healthcare
|
Reduced | 3,666,284 | $60,127,057 | 3.67% | |
| TRVI |
Trevi Therapeutics, Inc.
Healthcare
|
Reduced | 3,073,577 | $57,322,211 | 3.50% | |
| ALMS |
Alumis Inc.
Healthcare
|
Reduced | 2,019,020 | $56,815,222 | 3.46% | |
| QURE |
uniQure N.V.
Healthcare
|
Reduced | 1,225,855 | $56,462,881 | 3.44% | |
| RARE |
Ultragenyx Pharmaceutical Inc.
Healthcare
|
NEW | 1,418,215 | $47,354,198 | 2.89% | |
| RLAY |
Relay Therapeutics, Inc.
Healthcare
|
Added | 2,415,672 | $45,197,223 | 2.76% | |
| ABVX |
Abivax S.A.
Healthcare
|
Added | 336,347 | $44,821,601 | 2.73% | |
| DYN |
Dyne Therapeutics, Inc.
Healthcare
|
Added | 1,922,093 | $42,689,685 | 2.60% | |
| DNTH |
Dianthus Therapeutics, Inc. /DE/
Healthcare
|
Reduced | 420,002 | $40,941,794 | 2.50% | |
| BIOA |
BioAge Labs, Inc.
Healthcare
|
NEW | 1,667,661 | $40,874,371 | 2.49% | |
| URGN |
UroGen Pharma Ltd.
Healthcare
|
Reduced | 933,415 | $34,349,672 | 2.09% | |
| MLTX |
MoonLake Immunotherapeutics
Healthcare
|
Reduced | 1,606,967 | $31,287,647 | 1.91% | |
| PVLA |
Palvella Therapeutics, Inc.
Healthcare
|
Reduced | 204,027 | $31,179,406 | 1.90% | |
| TSHA |
Taysha Gene Therapies, Inc.
Healthcare
|
NEW | 4,500,000 | $30,645,000 | 1.87% | |
| SNDX |
Syndax Pharmaceuticals Inc
Healthcare
|
Reduced | 1,333,523 | $29,150,812 | 1.78% | |
| GLUE |
Monte Rosa Therapeutics, Inc.
Healthcare
|
Reduced | 1,161,081 | $28,098,160 | 1.71% | |
| ZURA |
Zura Bio Ltd
Healthcare
|
NEW | 4,472,843 | $26,389,773 | 1.61% | |
| NTRA |
Natera, Inc.
Healthcare
|
Reduced | 92,638 | $25,146,585 | 1.53% | |
| STOK |
Stoke Therapeutics, Inc.
Healthcare
|
Reduced | 723,314 | $23,666,834 | 1.44% | |
| ANL |
Adlai Nortye Group Ltd.
Healthcare
|
NEW | 1,936,291 | $22,267,346 | 1.36% | |
| BLTE |
Belite Bio, Inc
Healthcare
|
Added | 137,208 | $21,127,973 | 1.29% | |
|
|
Reduced | 987,448 | $20,983,270 | 1.28% | ||
| ORIC |
Oric Pharmaceuticals, Inc.
Healthcare
|
Added | 1,882,162 | $20,383,814 | 1.24% | |
| TARS |
Tarsus Pharmaceuticals, Inc.
Healthcare
|
Reduced | 322,007 | $20,267,120 | 1.24% | |
| ANNX |
Annexon, Inc.
Healthcare
|
NEW | 3,544,354 | $20,238,261 | 1.23% | |
| DRUG |
Bright Minds Biosciences Inc.
Healthcare
|
Reduced | 202,114 | $14,188,402 | 0.87% | |
| TRDA |
Entrada Therapeutics, Inc.
Healthcare
|
NEW | 1,253,053 | $9,222,470 | 0.56% | |
| ACRS |
Aclaris Therapeutics, Inc.
Healthcare
|
Added | 1,042,467 | $5,514,650 | 0.34% | |
| CNTX |
Context Therapeutics Inc.
Healthcare
|
Reduced | 1,299,046 | $719,671 | 0.04% | |
| HOWL |
Werewolf Therapeutics, Inc.
Healthcare
|
Reduced | 80,142 | $28,851 | 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.