Position in DRUG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,188,402
-$1,294,007 QoQ
Shares Held
202,114
-4.7% QoQ
Ownership
2.06%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#14
of 100 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DRUG Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026MPM BIOIMPACT LLC holds $1,463,416,616 across 34 Biotechnology names. DRUG ranks #30 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CGEM |
Cullinan Therapeutics, Inc.
|
9,731,341 | $177,207,719 | |
| 2 | AKTS |
Aktis Oncology, Inc.
|
4,835,872 | $155,860,154 | |
| 3 | RVMD |
Revolution Medicines, Inc.
|
492,483 | $92,232,216 | |
| 4 | CORT |
Corcept Therapeutics Inc
|
771,028 | $67,040,884 | |
| 5 | EWTX |
Edgewise Therapeutics, Inc.
|
1,620,780 | $65,852,291 | |
| 6 | TVTX |
Travere Therapeutics, Inc.
|
1,122,731 | $63,782,348 | |
| 7 | DBVT |
DBV Technologies S.A.
|
3,666,284 | $60,127,057 | |
| 8 | TRVI |
Trevi Therapeutics, Inc.
|
3,073,577 | $57,322,211 |
All Filings in DRUG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,188,402 | 202,114 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||