Position in DRUG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,482,409
-$2,478,262 QoQ
Shares Held
212,175
-7.8% QoQ
Ownership
2.16%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#14
of 93 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DRUG Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026MPM BIOIMPACT LLC holds $1,223,258,298 across 39 Biotechnology names. DRUG ranks #31 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DBVT |
DBV Technologies S.A.
|
5,213,361 | $108,907,111 | |
| 2 | CGEM |
Cullinan Therapeutics, Inc.
|
7,648,268 | $108,681,888 | |
| 3 | AKTS |
Aktis Oncology, Inc.
|
4,835,872 | $86,513,750 | |
| 4 | ALMS |
Alumis Inc.
|
2,386,529 | $52,575,233 | |
| 5 | EWTX |
Edgewise Therapeutics, Inc.
|
1,660,696 | $52,311,924 | |
| 6 | RVMD |
Revolution Medicines, Inc.
|
506,776 | $49,283,966 | |
| 7 | AGIO |
Agios Pharmaceuticals, Inc.
|
1,306,261 | $44,190,809 | |
| 8 | CORT |
Corcept Therapeutics Inc
|
985,700 | $39,733,567 |
All Filings in DRUG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,482,409 | 212,175 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,960,671 | 230,147 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||