MPM BIOIMPACT LLC

CIK

1687078

City

BOSTON

State / Country

MA

Stock

RLAY — Relay Therapeutics, Inc.

Top Portfolio Positions

41 positions · $1,839,438,406 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
DBVT	DBV Technologies S.A. Healthcare	31,280,167	$653,442,688	35.52%
CGEM	Cullinan Therapeutics, Inc. Healthcare	7,648,268	$108,681,888	5.91%
AKTS	Aktis Oncology, Inc. Healthcare	4,835,872	$86,513,750	4.70%
LQDA	Liquidia Corp Healthcare	1,405,158	$53,030,662	2.88%
ALMS	Alumis Inc. Healthcare	2,386,529	$52,575,233	2.86%
EWTX	Edgewise Therapeutics, Inc. Healthcare	1,660,696	$52,311,924	2.84%
RVMD	Revolution Medicines, Inc. Healthcare	506,776	$49,283,966	2.68%
AGIO	Agios Pharmaceuticals, Inc. Healthcare	1,306,261	$44,190,809	2.40%
CORT	Corcept Therapeutics Inc Healthcare	985,700	$39,733,567	2.16%
TRVI	Trevi Therapeutics, Inc. Healthcare	3,298,430	$39,350,269	2.14%

Portfolio Trend

25 quarters · across all stocks

Holdings in RLAY

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$23,477,880	2,359,586	+5.7%	Shares	Sole	2026-05-15
2025-12-31	$18,886,535	2,232,451	-2.2%	Shares	Sole	2026-02-17
2025-09-30	$11,915,589	2,282,680	0.0%	Shares	Sole	2025-11-14
2025-06-30	$7,898,072	2,282,680	-0.6%	Shares	Sole	2025-08-14
2025-03-31	$6,015,320	2,295,924	+1.2%	Shares	Sole	2025-05-15
2024-12-31	$9,347,559	2,268,825	+11.6%	Shares	Sole	2025-02-14
2024-09-30	$14,393,930	2,033,041	+59.5%	Shares	Sole	2024-11-13
2024-06-30	$8,309,472	1,274,459	+53.2%	Shares	Sole	2024-08-14
2024-03-31	$6,905,741	832,017	0.0%	Shares	Sole	2024-05-15
2023-12-31	$9,160,507	832,017	-38.5%	Shares	Sole	2024-02-13
2023-09-30	$11,371,438	1,352,133	-0.2%	Shares	Sole	2023-11-14
2023-06-30	$17,010,862	1,354,368	+10.5%	Shares	Sole	2023-08-14
2023-03-31	$20,186,191	1,225,634	—	Shares	Sole	2023-05-12
No 13F history on record for this holder in this stock.