MPM BIOIMPACT LLC
CIK 1687078 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $1.3B
- Posisi
- 41
- Per tanggal
- 31 Maret 2026 Data per Q1 2026
#1.914 dari 8.643 berdasarkan nilai 13F · top 22.1%
Nilai portofolio QoQ: +48.2% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 55,29%
- Bobot 25 kepemilikan teratas
- 89,11%
- Posisi di atas 1%
- 32
- Jumlah posisi efektif
- 21,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 19,75% Perkiraan pembelian $289.774.106 · penjualan $335.183.039
Kepemilikan median: 3,0 kuartal Dilacak Q4 2024–Q2 2026 · 37,8% masih dipegang
- Posisi baru
- 7
- Meningkat
- 7
- Menurun
- 22
- Tertutup
- 11
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
- Terkait Orang di balik pengaju ini, jika kami dapat mencocokkannya.
Rincian sektor
Healthcare
90,5%
Lainnya/Tidak terpetakan
9,5%
Portofolio lengkap 37 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| CGEM Cullinan Therapeutics, Inc. - Common Stock | $177.207.720 | 10,81% | 9.731.341 | $68.525.832 | Naik ×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 | Turun ×1 | ||
| RVMD Revolution Medicines, Inc. - Common Stock | $92.232.216 | 5,62% | 492.483 | $42.948.250 | Turun ×1 | ||
| CORT Corcept Therapeutics Incorporated - Common Stock | $67.040.885 | 4,09% | 771.028 | $27.307.318 | Turun ×1 | ||
| EWTX Edgewise Therapeutics, Inc. - Common Stock | $65.852.291 | 4,02% | 1.620.780 | $13.540.367 | Turun ×1 | ||
| TVTX Travere Therapeutics, Inc. - Common Stock | $63.782.348 | 3,89% | 1.122.731 | $30.110.074 | Turun ×1 | ||
| DBVT DBV Technologies S.A. - American Depositary Shares | $60.127.058 | 3,67% | 3.666.284 | $-48.780.053 | Turun ×1 | ||
| TRVI Trevi Therapeutics, Inc. - Common Stock | $57.322.211 | 3,50% | 3.073.577 | $17.971.941 | Turun ×1 | ||
| ALMS Alumis Inc. - Common Stock | $56.815.223 | 3,46% | 2.019.020 | $4.239.989 | Turun ×2 | ||
| QURE uniQure N.V. - Ordinary Shares | $56.462.881 | 3,44% | 1.225.855 | $34.075.954 | Turun ×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 | Naik ×2 | ||
| ABVX Abivax SA - American Depositary Shares | $44.821.601 | 2,73% | 336.347 | $32.877.309 | Naik ×2 | ||
| DYN Dyne Therapeutics, Inc. - Common Stock | $42.689.686 | 2,60% | 1.922.093 | $17.159.890 | Naik ×2 | ||
| DNTH Dianthus Therapeutics, Inc. - Common Stock | $40.941.795 | 2,50% | 420.002 | $5.361.226 | Turun ×1 | ||
| BIOA BioAge Labs, Inc. - Common Stock | $40.874.371 | 2,49% | 1.667.661 | Naik ×1 | |||
| URGN UroGen Pharma Ltd. - Ordinary Shares | $34.349.672 | 2,09% | 933.415 | $17.380.094 | Turun ×1 | ||
| MLTX MoonLake Immunotherapeutics - Class A Ordinary Shares | $31.287.647 | 1,91% | 1.606.967 | $-2.470.921 | Turun ×1 | ||
| PVLA Palvella Therapeutics, Inc. - Common Stock | $31.179.406 | 1,90% | 204.027 | $5.451.147 | Turun ×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 | Turun ×1 | ||
| GLUE Monte Rosa Therapeutics, Inc. - Common Stock | $28.098.160 | 1,71% | 1.161.081 | $8.737.694 | Turun ×1 | ||
| ZURA Zura Bio Limited - Class A Ordinary shares | $26.389.774 | 1,61% | 4.472.843 | Naik ×1 | |||
| NTRA Natera, Inc. - Common Stock | $25.146.585 | 1,53% | 92.638 | $6.532.716 | Turun ×3 | ||
| STOK Stoke Therapeutics, Inc. - Common Stock | $23.666.834 | 1,44% | 723.314 | $-1.307.923 | Turun ×3 | ||
| ANL Adlai Nortye Ltd. - American Depositary Shares | $22.267.347 | 1,36% | 1.936.291 | Naik ×1 | |||
| BLTE Belite Bio, Inc - American Depositary Shares | $21.127.974 | 1,29% | 137.208 | $7.090.079 | Naik ×2 | ||
| FBRX Forte Biosciences, Inc. - Common Stock | $20.983.270 | 1,28% | 987.448 | $-4.934.394 | Turun ×1 | ||
| ORIC Oric Pharmaceuticals, Inc. - Common Stock | $20.383.814 | 1,24% | 1.882.162 | $-2.472.169 | Naik ×3 | ||
| TARS Tarsus Pharmaceuticals, Inc. - Common Stock | $20.267.121 | 1,24% | 322.007 | $-2.864.842 | Turun ×1 | ||
| ANNX Annexon, Inc. - common stock | $20.238.261 | 1,23% | 3.544.354 | Naik ×1 | |||
| DRUG Bright Minds Biosciences Inc. - common stock | $14.188.403 | 0,87% | 202.114 | $-1.294.007 | Turun ×2 | ||
| TRDA Entrada Therapeutics, Inc. - Common Stock | $9.222.470 | 0,56% | 1.253.053 | Naik ×1 | |||
| ACRS Aclaris Therapeutics, Inc. - Common Stock | $5.514.650 | 0,34% | 1.042.467 | $4.044.957 | Naik ×1 | ||
| CNTX Context Therapeutics Inc. - Common Stock | $719.542 | 0,04% | 1.299.046 | $-27.260.462 | Turun ×1 | ||
| HOWL Werewolf Therapeutics, Inc. - Common Stock | $28.851 | 0,00% | 80.142 | $-977.604 | Turun ×3 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| ORIC | $20.383.814 | 1,24% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| AKTS | Hanya pergerakan harga | +0 | +$69.3M |
| CGEM | Beli lebih banyak | +2.1M | +$68.5M |
| LQDA | Dipangkas | -19K | +$57.5M |
| DBVT | Dipangkas | -1.5M | -$48.8M |
| RVMD | Dipangkas | -14K | +$42.9M |
| QURE | Dipangkas | -143K | +$34.1M |
| ABVX | Beli lebih banyak | +229K | +$32.9M |
| TVTX | Dipangkas | -11K | +$30.1M |
| CORT | Dipangkas | -215K | +$27.3M |
| RLAY | Beli lebih banyak | +56K | +$21.7M |
1 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| MDGL | 31 Maret 2026 | 96.780 | $56.358.865 | 2,2% |
| AGIO | 30 Juni 2026 | 1.306.261 | $44.190.810 | -4,5% |
| XENE | 30 Juni 2026 | 588.706 | $34.233.254 | 5,9% |
| EVMN | 30 Juni 2026 | 1.455.863 | $33.470.290 | 10,7% |
| RNA | 31 Des. 2025 | 760.022 | $33.114.159 | -81,8% |
| CYTK | 30 Juni 2026 | 500.000 | $32.955.000 | -10,0% |
| PTCT | 31 Maret 2026 | 430.013 | $32.663.787 | 6,6% |
| INSM | 31 Maret 2025 | 389.611 | $26.898.743 | 68,8% |
| ZLAB | 31 Des. 2025 | 745.060 | $25.250.083 | 53,9% |
| CRVS | 30 Juni 2026 | 1.674.875 | $24.503.421 | 3,9% |
| MIRM | 31 Maret 2025 | 589.579 | $24.379.092 | 127,6% |
| GH | 30 Sep. 2025 | 442.656 | $23.035.818 | 157,7% |
| LNTH | 30 Juni 2025 | 232.387 | $22.680.971 | 22,5% |
| IRON | 31 Maret 2025 | 346.401 | $21.961.823 | 62,9% |
| UTHR | 30 Juni 2025 | 58.907 | $18.159.261 | 85,7% |
| SRRK | 31 Maret 2025 | 416.144 | $17.985.744 | 71,8% |
| CMPX | 31 Des. 2025 | 5.075.970 | $17.765.895 | -53,7% |
| CLYM | 30 Juni 2026 | 2.593.439 | $17.765.057 | 34,2% |
| PTGX | 31 Maret 2026 | 199.471 | $17.421.797 | 49,6% |
| ARQT | 30 Juni 2026 | 733.966 | $17.292.239 | 3,1% |
| ALKS | 31 Des. 2025 | 549.262 | $16.477.860 | 81,2% |
| VERA | 31 Des. 2025 | 563.075 | $16.362.960 | -34,8% |
| JANX | 31 Des. 2025 | 614.282 | $15.013.052 | 25,4% |
| VTYX | 31 Maret 2026 | 1.639.061 | $14.800.721 | Tidak lagi dilacak |
| MLTX | 30 Sep. 2025 | 313.571 | $14.800.551 | 129,3% |
| MBX | 30 Sep. 2025 | 1.294.416 | $14.769.287 | 281,3% |
| ZYME | 30 Juni 2026 | 565.249 | $14.153.835 | 6,0% |
| RAPT | 31 Maret 2026 | 397.906 | $13.477.076 | Tidak lagi dilacak |
| SPRY | 31 Des. 2025 | 1.303.399 | $13.099.160 | -43,9% |
| AKRO | 31 Maret 2025 | 460.617 | $12.814.365 | Tidak lagi dilacak |
| VRDN | 30 Juni 2026 | 649.873 | $12.711.516 | 33,2% |
| ENGN | 30 Juni 2026 | 1.845.373 | $12.566.990 | 1,2% |
| CRNX | 30 Sep. 2025 | 428.975 | $12.337.321 | 103,5% |
| RARE | 31 Des. 2025 | 395.700 | $11.902.656 | 14,8% |
| WVE | 31 Des. 2025 | 1.505.262 | $11.018.518 | -68,1% |
| ITOS | 30 Juni 2025 | 1.745.943 | $10.423.280 | Tidak lagi dilacak |
| TWST | 30 Juni 2025 | 261.215 | $10.255.301 | 264,7% |
| SLNO | 31 Des. 2025 | 150.000 | $10.140.000 | Tidak lagi dilacak |
| OLMA | 30 Sep. 2025 | 2.378.762 | $10.133.526 | 13,4% |
| SLDB | 31 Des. 2025 | 1.634.569 | $10.085.291 | 72,1% |
| REPL | 30 Sep. 2025 | 983.780 | $9.139.316 | 271,6% |
| IOVA | 30 Juni 2025 | 2.708.582 | $9.019.578 | 342,7% |
| NUVB | 30 Sep. 2025 | 4.622.590 | $9.014.051 | 99,2% |
| AKBA | 31 Des. 2025 | 2.889.125 | $7.887.311 | -45,6% |
| ARCT | 31 Maret 2025 | 459.943 | $7.805.233 | -6,1% |
| IDYA | 30 Juni 2025 | 430.161 | $7.046.037 | 84,9% |
| TSHA | 30 Sep. 2025 | 2.953.562 | $6.822.728 | 96,0% |
| AQST | 31 Maret 2025 | 1.611.833 | $5.738.125 | 54,3% |
| RCKT | 31 Maret 2026 | 1.586.076 | $5.567.127 | -1,0% |
| ALLO | 30 Juni 2026 | 2.242.933 | $5.472.757 | 2,2% |
| AXSM | 31 Maret 2025 | 50.000 | $4.230.500 | 88,9% |
| DSGN | 31 Des. 2025 | 555.187 | $4.180.558 | 70,7% |
| STRO | 31 Maret 2025 | 2.160.062 | $3.974.514 | 3429,2% |
| RNAC | 31 Des. 2025 | 380.000 | $3.883.600 | 34,1% |
| MAZE | 31 Maret 2026 | 81.145 | $3.361.837 | -0,3% |
| ZNTL | 31 Maret 2025 | 1.106.851 | $3.353.759 | 135,8% |
| VERUXXXX | 30 Sep. 2025 | 4.911.948 | $2.857.771 | Tidak lagi dilacak |
| RAPP | 31 Des. 2025 | 71.807 | $2.132.668 | 62,5% |
| SRPT | 31 Maret 2026 | 70.000 | $1.506.400 | -10,0% |
| RPTX | 31 Des. 2025 | 819.924 | $1.443.066 | Tidak lagi dilacak |
| ADAPY | 30 Sep. 2025 | 4.411.821 | $1.057.513 | Tidak lagi dilacak |
| ASMB | 31 Des. 2025 | 39.665 | $1.015.424 | -3,4% |
| ALXO | 30 Juni 2025 | 550.000 | $342.650 | 401,2% |
| ACLX | 30 Sep. 2025 | 37 | $2.436 | Tidak lagi dilacak |