Mpm Bioimpact LLC 13F holdings
Mpm Bioimpact LLC reported 37 positions with a total reported value of $1.6B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: CGEM Cullinan Therapeutics, Inc. (10.8%), AKTS Aktis Oncology, Inc. (9.5%), LQDA Liquidia Corporation (6.7%), RVMD Revolution Medicines, Inc. (5.6%), CORT Corcept Therapeutics, Inc. (4.1%). Against 2026-03-31 it opened 7 new positions and exited 11. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 37 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CGEM Cullinan Therapeutics, Inc. | 9,731,341 | $177.2M | 10.8% |
| AKTS Aktis Oncology, Inc. | 4,835,872 | $155.9M | 9.5% |
| LQDA Liquidia Corporation | 1,386,174 | $110.5M | 6.7% |
| RVMD Revolution Medicines, Inc. | 492,483 | $92.2M | 5.6% |
| CORT Corcept Therapeutics, Inc. | 771,028 | $67.0M | 4.1% |
| EWTX Edgewise Therapeutics Inc | 1,620,780 | $65.9M | 4.0% |
| TVTX Travere Therapeutics Inc | 1,122,731 | $63.8M | 3.9% |
| DBVT DBV Technologies S A | 3,666,284 | $60.1M | 3.7% |
| TRVI Trevi Therapeutics Inc | 3,073,577 | $57.3M | 3.5% |
| ALMS Alumis Inc | 2,019,020 | $56.8M | 3.5% |
| QURE Uniqure NV | 1,225,855 | $56.5M | 3.4% |
| RARE Ultragenyx Pharmaceuticals, Inc. | 1,418,215 | $47.4M | 2.9% |
| RLAY Relay Therapeutics Inc. | 2,415,672 | $45.2M | 2.8% |
| ABVX Abivax SA | 336,347 | $44.8M | 2.7% |
| DYN Dyne Therapeutics, Inc. | 1,922,093 | $42.7M | 2.6% |
| DNTH Dianthus Therapeutics Inc | 420,002 | $40.9M | 2.5% |
| BIOA BIOAGE Labs Inc | 1,667,661 | $40.9M | 2.5% |
| URGN Urogen Pharma Ltd | 933,415 | $34.3M | 2.1% |
| MLTX MoonLake Immunotherapeutics | 1,606,967 | $31.3M | 1.9% |
| PVLA Palvella Therapeutics Inc | 204,027 | $31.2M | 1.9% |
| TSHA Taysha Gene Therapies, Inc. | 4,500,000 | $30.6M | 1.9% |
| SNDX Syndax Pharmaceuticals Inc | 1,333,523 | $29.2M | 1.8% |
| GLUE Monte Rosa Therapeutics Inc | 1,161,081 | $28.1M | 1.7% |
| ZURA Zura Bio Ltd. | 4,472,843 | $26.4M | 1.6% |
| NTRA Natera Inc | 92,638 | $25.1M | 1.5% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 7 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| RARE Ultragenyx Pharmaceuticals, Inc. | 1,418,215 | $47.4M | 2.9% |
| BIOA BIOAGE Labs Inc | 1,667,661 | $40.9M | 2.5% |
| TSHA Taysha Gene Therapies, Inc. | 4,500,000 | $30.6M | 1.9% |
| ZURA Zura Bio Ltd. | 4,472,843 | $26.4M | 1.6% |
| ANL Adlai Nortye Ltd | 1,936,291 | $22.3M | 1.4% |
| ANNX Annexon Inc | 3,544,354 | $20.2M | 1.2% |
| TRDA Entrada Therapeutics, Inc. | 1,253,053 | $9.2M | 0.6% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 11 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| AGIO Agios Pharmaceuticals Inc | 1,306,261 | $44.2M | 3.4% |
| XENE Xenon Pharmaceuticals Inc | 588,706 | $34.2M | 2.6% |
| EVMN Evommune Inc | 1,455,863 | $33.5M | 2.6% |
| CYTK Cytokinetics Inc | 500,000 | $33.0M | 2.5% |
| CRVS Corvus Pharmaceuticals Inc | 1,674,875 | $24.5M | 1.9% |
| CLYM Climb Bio Inc | 2,593,439 | $17.8M | 1.4% |
| ARQT Arcutis Biotherapeutics Inc | 733,966 | $17.3M | 1.3% |
| ZYME Zymeworks, Inc. | 565,249 | $14.2M | 1.1% |
| Viridian Therapeutics Inc | 649,873 | $12.7M | 1.0% |
| ENGN enGene Holdings, Inc. | 1,845,373 | $12.6M | 1.0% |
| ALLO Allogene Therapeutics, Inc. | 2,242,933 | $5.5M | 0.4% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CGEM Cullinan Therapeutics, Inc. | 7,648,268 | 9,731,341 | +27.2% | $177.2M |
| ABVX Abivax SA | 107,268 | 336,347 | +213.6% | $44.8M |
| DYN Dyne Therapeutics, Inc. | 1,408,152 | 1,922,093 | +36.5% | $42.7M |
| BLTE Belite Bio Inc | 88,045 | 137,208 | +55.8% | $21.1M |
| ACRS Aclaris Therapeutics Inc | 391,918 | 1,042,467 | +166.0% | $5.5M |
| RLAY Relay Therapeutics Inc. | 2,359,586 | 2,415,672 | +2.4% | $45.2M |
| ORIC Oric Pharmaceuticals Inc | 1,803,945 | 1,882,162 | +4.3% | $20.4M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| DBVT DBV Technologies S A | 5,213,361 | 3,666,284 | -29.7% | $60.1M |
| CORT Corcept Therapeutics, Inc. | 985,700 | 771,028 | -21.8% | $67.0M |
| ALMS Alumis Inc | 2,386,529 | 2,019,020 | -15.4% | $56.8M |
| QURE Uniqure NV | 1,369,231 | 1,225,855 | -10.5% | $56.5M |
| CNTX Context Therapeutics Inc | 10,679,391 | 1,299,046 | -87.8% | $719.5K |
| TRVI Trevi Therapeutics Inc | 3,298,430 | 3,073,577 | -6.8% | $57.3M |
| MLTX MoonLake Immunotherapeutics | 1,811,082 | 1,606,967 | -11.3% | $31.3M |
| RVMD Revolution Medicines, Inc. | 506,776 | 492,483 | -2.8% | $92.2M |
| EWTX Edgewise Therapeutics Inc | 1,660,696 | 1,620,780 | -2.4% | $65.9M |
| LQDA Liquidia Corporation | 1,405,158 | 1,386,174 | -1.4% | $110.5M |
| STOK Stoke Therapeutics Inc | 767,038 | 723,314 | -5.7% | $23.7M |
| DRUG Bright Minds Biosciences Inc | 212,175 | 202,114 | -4.7% | $14.2M |
CIK 1687078 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
