MPM BIOIMPACT LLC
CIK 1687078 · View on SEC EDGAR ↗
- Portfolio value
- $1.6B
- Positions
- 37
- As of
- June 30, 2026
#1,747 of 9,443 by 13F value · top 18.5%
Portfolio value QoQ: +26.6% 13F does not disclose cash
- Top 10 holdings weight
- 55.29%
- Top 25 holdings weight
- 89.11%
- Positions above 1%
- 32
- Effective number of positions
- 21.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 19.75% Est. buys $289,774,106 · sells $335,183,039
Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 37.8% still held
- New positions
- 7
- Increased
- 7
- Decreased
- 22
- Closed
- 11
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
- Related The person behind this filer, where we can match one.
Performance vs S&P 500
Annualized: +54.6% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 98.6% · Options excluded: 0.0%
Sector breakdown
Healthcare
90.5%
Other/Unmapped
9.5%
Full portfolio 37 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| CGEM Cullinan Therapeutics, Inc. - Common Stock | $177,207,720 | 10.81% | 9,731,341 | $68,525,832 | Up ×1 | ||
| AKTS Aktis Oncology, Inc. - Common stock | $155,860,155 | 9.50% | 4,835,872 | $69,346,405 | |||
| LQDA Liquidia Corporation - Common Stock | $110,519,653 | 6.74% | 1,386,174 | $57,488,990 | Down ×1 | ||
| RVMD Revolution Medicines, Inc. - Common Stock | $92,232,216 | 5.62% | 492,483 | $42,948,250 | Down ×1 | ||
| CORT Corcept Therapeutics Incorporated - Common Stock | $67,040,885 | 4.09% | 771,028 | $27,307,318 | Down ×1 | ||
| EWTX Edgewise Therapeutics, Inc. - Common Stock | $65,852,291 | 4.02% | 1,620,780 | $13,540,367 | Down ×1 | ||
| TVTX Travere Therapeutics, Inc. - Common Stock | $63,782,348 | 3.89% | 1,122,731 | $30,110,074 | Down ×1 | ||
| DBVT DBV Technologies S.A. - American Depositary Shares | $60,127,058 | 3.67% | 3,666,284 | $-48,780,053 | Down ×1 | ||
| TRVI Trevi Therapeutics, Inc. - Common Stock | $57,322,211 | 3.50% | 3,073,577 | $17,971,941 | Down ×1 | ||
| ALMS Alumis Inc. - Common Stock | $56,815,223 | 3.46% | 2,019,020 | $4,239,989 | Down ×2 | ||
| QURE uniQure N.V. - Ordinary Shares | $56,462,881 | 3.44% | 1,225,855 | $34,075,954 | Down ×2 | ||
| RARE Ultragenyx Pharmaceutical Inc. - Common Stock | $47,354,199 | 2.89% | 1,418,215 | ||||
| RLAY Relay Therapeutics, Inc. - Common Stock | $45,197,223 | 2.76% | 2,415,672 | $21,719,342 | Up ×2 | ||
| ABVX Abivax SA - American Depositary Shares | $44,821,601 | 2.73% | 336,347 | $32,877,309 | Up ×2 | ||
| DYN Dyne Therapeutics, Inc. - Common Stock | $42,689,686 | 2.60% | 1,922,093 | $17,159,890 | Up ×2 | ||
| DNTH Dianthus Therapeutics, Inc. - Common Stock | $40,941,795 | 2.50% | 420,002 | $5,361,226 | Down ×1 | ||
| BIOA BioAge Labs, Inc. - Common Stock | $40,874,371 | 2.49% | 1,667,661 | Up ×1 | |||
| URGN UroGen Pharma Ltd. - Ordinary Shares | $34,349,672 | 2.09% | 933,415 | $17,380,094 | Down ×1 | ||
| MLTX MoonLake Immunotherapeutics - Class A Ordinary Shares | $31,287,647 | 1.91% | 1,606,967 | $-2,470,921 | Down ×1 | ||
| PVLA Palvella Therapeutics, Inc. - Common Stock | $31,179,406 | 1.90% | 204,027 | $5,451,147 | Down ×1 | ||
| TSHA Taysha Gene Therapies, Inc. - Common Stock | $30,645,000 | 1.87% | 4,500,000 | ||||
| SNDX Syndax Pharmaceuticals, Inc. - Common Stock | $29,150,813 | 1.78% | 1,333,523 | $-2,168,710 | Down ×1 | ||
| GLUE Monte Rosa Therapeutics, Inc. - Common Stock | $28,098,160 | 1.71% | 1,161,081 | $8,737,694 | Down ×1 | ||
| ZURA Zura Bio Limited - Class A Ordinary shares | $26,389,774 | 1.61% | 4,472,843 | Up ×1 | |||
| NTRA Natera, Inc. - Common Stock | $25,146,585 | 1.53% | 92,638 | $6,532,716 | Down ×3 | ||
| STOK Stoke Therapeutics, Inc. - Common Stock | $23,666,834 | 1.44% | 723,314 | $-1,307,923 | Down ×3 | ||
| ANL Adlai Nortye Ltd. - American Depositary Shares | $22,267,347 | 1.36% | 1,936,291 | Up ×1 | |||
| BLTE Belite Bio, Inc - American Depositary Shares | $21,127,974 | 1.29% | 137,208 | $7,090,079 | Up ×2 | ||
| FBRX Forte Biosciences, Inc. - Common Stock | $20,983,270 | 1.28% | 987,448 | $-4,934,394 | Down ×1 | ||
| ORIC Oric Pharmaceuticals, Inc. - Common Stock | $20,383,814 | 1.24% | 1,882,162 | $-2,472,169 | Up ×3 | ||
| TARS Tarsus Pharmaceuticals, Inc. - Common Stock | $20,267,121 | 1.24% | 322,007 | $-2,864,842 | Down ×1 | ||
| ANNX Annexon, Inc. - common stock | $20,238,261 | 1.23% | 3,544,354 | Up ×1 | |||
| DRUG Bright Minds Biosciences Inc. - common stock | $14,188,403 | 0.87% | 202,114 | $-1,294,007 | Down ×2 | ||
| TRDA Entrada Therapeutics, Inc. - Common Stock | $9,222,470 | 0.56% | 1,253,053 | Up ×1 | |||
| ACRS Aclaris Therapeutics, Inc. - Common Stock | $5,514,650 | 0.34% | 1,042,467 | $4,044,957 | Up ×1 | ||
| CNTX Context Therapeutics Inc. - Common Stock | $719,542 | 0.04% | 1,299,046 | $-27,260,462 | Down ×1 | ||
| HOWL Werewolf Therapeutics, Inc. - Common Stock | $28,851 | 0.00% | 80,142 | $-977,604 | Down ×3 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| ORIC | $20,383,814 | 1.24% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| AKTS | Price move only | +0 | +$69.3M |
| CGEM | Bought more | +2.1M | +$68.5M |
| LQDA | Trimmed | -19K | +$57.5M |
| DBVT | Trimmed | -1.5M | -$48.8M |
| RVMD | Trimmed | -14K | +$42.9M |
| QURE | Trimmed | -143K | +$34.1M |
| ABVX | Bought more | +229K | +$32.9M |
| TVTX | Trimmed | -11K | +$30.1M |
| CORT | Trimmed | -215K | +$27.3M |
| RLAY | Bought more | +56K | +$21.7M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| MDGL | March 31, 2026 | 96,780 | $56,358,865 | 2.2% |
| AGIO | June 30, 2026 | 1,306,261 | $44,190,810 | -4.5% |
| XENE | June 30, 2026 | 588,706 | $34,233,254 | 5.9% |
| EVMN | June 30, 2026 | 1,455,863 | $33,470,290 | 10.7% |
| RNA | Dec. 31, 2025 | 760,022 | $33,114,159 | -81.8% |
| CYTK | June 30, 2026 | 500,000 | $32,955,000 | -10.0% |
| PTCT | March 31, 2026 | 430,013 | $32,663,787 | 6.6% |
| INSM | March 31, 2025 | 389,611 | $26,898,743 | 68.8% |
| ZLAB | Dec. 31, 2025 | 745,060 | $25,250,083 | 53.9% |
| CRVS | June 30, 2026 | 1,674,875 | $24,503,421 | 3.9% |
| MIRM | March 31, 2025 | 589,579 | $24,379,092 | 127.6% |
| GH | Sept. 30, 2025 | 442,656 | $23,035,818 | 157.7% |
| LNTH | June 30, 2025 | 232,387 | $22,680,971 | 22.5% |
| IRON | March 31, 2025 | 346,401 | $21,961,823 | 62.9% |
| UTHR | June 30, 2025 | 58,907 | $18,159,261 | 85.7% |
| SRRK | March 31, 2025 | 416,144 | $17,985,744 | 71.8% |
| CMPX | Dec. 31, 2025 | 5,075,970 | $17,765,895 | -53.7% |
| CLYM | June 30, 2026 | 2,593,439 | $17,765,057 | 34.2% |
| PTGX | March 31, 2026 | 199,471 | $17,421,797 | 49.6% |
| ARQT | June 30, 2026 | 733,966 | $17,292,239 | 3.1% |
| ALKS | Dec. 31, 2025 | 549,262 | $16,477,860 | 81.2% |
| VERA | Dec. 31, 2025 | 563,075 | $16,362,960 | -34.8% |
| JANX | Dec. 31, 2025 | 614,282 | $15,013,052 | 25.4% |
| VTYX | March 31, 2026 | 1,639,061 | $14,800,721 | No longer tracked |
| MLTX | Sept. 30, 2025 | 313,571 | $14,800,551 | 129.3% |
| MBX | Sept. 30, 2025 | 1,294,416 | $14,769,287 | 281.3% |
| ZYME | June 30, 2026 | 565,249 | $14,153,835 | 6.0% |
| RAPT | March 31, 2026 | 397,906 | $13,477,076 | No longer tracked |
| SPRY | Dec. 31, 2025 | 1,303,399 | $13,099,160 | -43.9% |
| AKRO | March 31, 2025 | 460,617 | $12,814,365 | No longer tracked |
| VRDN | June 30, 2026 | 649,873 | $12,711,516 | 33.2% |
| ENGN | June 30, 2026 | 1,845,373 | $12,566,990 | 1.2% |
| CRNX | Sept. 30, 2025 | 428,975 | $12,337,321 | 103.5% |
| RARE | Dec. 31, 2025 | 395,700 | $11,902,656 | 14.8% |
| WVE | Dec. 31, 2025 | 1,505,262 | $11,018,518 | -68.1% |
| ITOS | June 30, 2025 | 1,745,943 | $10,423,280 | No longer tracked |
| TWST | June 30, 2025 | 261,215 | $10,255,301 | 264.7% |
| SLNO | Dec. 31, 2025 | 150,000 | $10,140,000 | No longer tracked |
| OLMA | Sept. 30, 2025 | 2,378,762 | $10,133,526 | 13.4% |
| SLDB | Dec. 31, 2025 | 1,634,569 | $10,085,291 | 72.1% |
| REPL | Sept. 30, 2025 | 983,780 | $9,139,316 | 271.6% |
| IOVA | June 30, 2025 | 2,708,582 | $9,019,578 | 342.7% |
| NUVB | Sept. 30, 2025 | 4,622,590 | $9,014,051 | 99.2% |
| AKBA | Dec. 31, 2025 | 2,889,125 | $7,887,311 | -45.6% |
| ARCT | March 31, 2025 | 459,943 | $7,805,233 | -6.1% |
| IDYA | June 30, 2025 | 430,161 | $7,046,037 | 84.9% |
| TSHA | Sept. 30, 2025 | 2,953,562 | $6,822,728 | 96.0% |
| AQST | March 31, 2025 | 1,611,833 | $5,738,125 | 54.3% |
| RCKT | March 31, 2026 | 1,586,076 | $5,567,127 | -1.0% |
| ALLO | June 30, 2026 | 2,242,933 | $5,472,757 | 2.2% |
| AXSM | March 31, 2025 | 50,000 | $4,230,500 | 88.9% |
| DSGN | Dec. 31, 2025 | 555,187 | $4,180,558 | 70.7% |
| STRO | March 31, 2025 | 2,160,062 | $3,974,514 | 3429.2% |
| RNAC | Dec. 31, 2025 | 380,000 | $3,883,600 | 34.1% |
| MAZE | March 31, 2026 | 81,145 | $3,361,837 | -0.3% |
| ZNTL | March 31, 2025 | 1,106,851 | $3,353,759 | 135.8% |
| VERUXXXX | Sept. 30, 2025 | 4,911,948 | $2,857,771 | No longer tracked |
| RAPP | Dec. 31, 2025 | 71,807 | $2,132,668 | 62.5% |
| SRPT | March 31, 2026 | 70,000 | $1,506,400 | -10.0% |
| RPTX | Dec. 31, 2025 | 819,924 | $1,443,066 | No longer tracked |
| ADAPY | Sept. 30, 2025 | 4,411,821 | $1,057,513 | No longer tracked |
| ASMB | Dec. 31, 2025 | 39,665 | $1,015,424 | -3.4% |
| ALXO | June 30, 2025 | 550,000 | $342,650 | 401.2% |
| ACLX | Sept. 30, 2025 | 37 | $2,436 | No longer tracked |