Funds › MPM Bioimpact LLC
MPM Bioimpact LLC
13F for Q2 2026, filed Aug 14, 2026. 37 positions worth $1.6B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q2 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | CGEM Cullinan Therapeutics, Inc. | 9.73M | $177.2M | 10.8% | +27.2% | 13F ↗ |
| 2 | AKTS Aktis Oncology, Inc. | 4.84M | $155.9M | 9.5% | Unchanged | 13F ↗ |
| 3 | LQDA Liquidia Corporation | 1.39M | $110.5M | 6.7% | -1.4% | 13F ↗ |
| 4 | RVMD Revolution Medicines, Inc. | 492,483 | $92.2M | 5.6% | -2.8% | 13F ↗ |
| 5 | CORT Corcept Therapeutics Incorporated | 771,028 | $67.0M | 4.1% | -21.8% | 13F ↗ |
| 6 | EWTX Edgewise Therapeutics, Inc. | 1.62M | $65.9M | 4.0% | -2.4% | 13F ↗ |
| 7 | TVTX Travere Therapeutics, Inc. | 1.12M | $63.8M | 3.9% | -0.9% | 13F ↗ |
| 8 | DBVT DBV Technologies S.A. · ADR | 3.67M | $60.1M | 3.7% | -29.7% | 13F ↗ |
| 9 | TRVI Trevi Therapeutics, Inc. | 3.07M | $57.3M | 3.5% | -6.8% | 13F ↗ |
| 10 | ALMS Alumis Inc. | 2.02M | $56.8M | 3.5% | -15.4% | 13F ↗ |
| 11 | QURE uniQure N.V. | 1.23M | $56.5M | 3.4% | -10.5% | 13F ↗ |
| 12 | RARE Ultragenyx Pharmaceutical Inc. | 1.42M | $47.4M | 2.9% | New | 13F ↗ |
| 13 | RLAY Relay Therapeutics, Inc. | 2.42M | $45.2M | 2.8% | +2.4% | 13F ↗ |
| 14 | ABVX Abivax SA · ADR | 336,347 | $44.8M | 2.7% | +214% | 13F ↗ |
| 15 | DYN Dyne Therapeutics, Inc. | 1.92M | $42.7M | 2.6% | +36.5% | 13F ↗ |
| 16 | DNTH Dianthus Therapeutics, Inc. | 420,002 | $40.9M | 2.5% | -0.9% | 13F ↗ |
| 17 | BIOA BioAge Labs, Inc. | 1.67M | $40.9M | 2.5% | New | 13F ↗ |
| 18 | URGN UroGen Pharma Ltd. | 933,415 | $34.3M | 2.1% | -1.1% | 13F ↗ |
| 19 | MLTX MoonLake Immunotherapeutics | 1.61M | $31.3M | 1.9% | -11.3% | 13F ↗ |
| 20 | PVLA Palvella Therapeutics, Inc. | 204,027 | $31.2M | 1.9% | -1.2% | 13F ↗ |
| 21 | TSHA Taysha Gene Therapies, Inc. | 4.50M | $30.6M | 1.9% | New | 13F ↗ |
| 22 | SNDX Syndax Pharmaceuticals, Inc. | 1.33M | $29.2M | 1.8% | -0.5% | 13F ↗ |
| 23 | GLUE Monte Rosa Therapeutics, Inc. | 1.16M | $28.1M | 1.7% | -1.3% | 13F ↗ |
| 24 | ZURA Zura Bio Limited | 4.47M | $26.4M | 1.6% | New | 13F ↗ |
| 25 | NTRA Natera, Inc. | 92,638 | $25.1M | 1.5% | -0.5% | 13F ↗ |
| 26 | STOK Stoke Therapeutics, Inc. | 723,314 | $23.7M | 1.4% | -5.7% | 13F ↗ |
| 27 | ANL Adlai Nortye Group Ltd. · ADR | 1.94M | $22.3M | 1.4% | New | 13F ↗ |
| 28 | BLTE Belite Bio, Inc | 137,208 | $21.1M | 1.3% | +55.8% | 13F ↗ |
| 29 | Forte Biosciences Inc | 987,448 | $21.0M | 1.3% | -1.3% | 13F ↗ |
| 30 | ORIC Oric Pharmaceuticals, Inc. | 1.88M | $20.4M | 1.2% | +4.3% | 13F ↗ |
| 31 | TARS Tarsus Pharmaceuticals, Inc. | 322,007 | $20.3M | 1.2% | -2.3% | 13F ↗ |
| 32 | ANNX Annexon, Inc. | 3.54M | $20.2M | 1.2% | New | 13F ↗ |
| 33 | DRUG Bright Minds Biosciences Inc. | 202,114 | $14.2M | 0.9% | -4.7% | 13F ↗ |
| 34 | TRDA Entrada Therapeutics, Inc. | 1.25M | $9.2M | 0.6% | New | 13F ↗ |
| 35 | ACRS Aclaris Therapeutics, Inc. | 1.04M | $5.5M | 0.3% | +166% | 13F ↗ |
| 36 | CNTX Context Therapeutics Inc. | 1.30M | $719.5K | <0.1% | -87.8% | 13F ↗ |
| 37 | HOWL Werewolf Therapeutics, Inc. | 80,142 | $28.9K | <0.1% | -93.4% | 13F ↗ |
Changes since Q1 2026
7 new, 7 added to, 22 trimmed, 11 exited, 1 unchanged. By estimated dollars.
New positions (7)
Added to (7)
| CGEM Cullinan Therapeutics, Inc. | 9.73M | +27.2% | $37.9M |
| ABVX Abivax SA · ADR | 336,347 | +214% | $30.5M |
| DYN Dyne Therapeutics, Inc. | 1.92M | +36.5% | $11.4M |
| BLTE Belite Bio, Inc | 137,208 | +55.8% | $7.6M |
| ACRS Aclaris Therapeutics, Inc. | 1.04M | +166% | $3.4M |
| RLAY Relay Therapeutics, Inc. | 2.42M | +2.4% | $1.0M |
| ORIC Oric Pharmaceuticals, Inc. | 1.88M | +4.3% | $847.1K |
Trimmed (22)
| DBVT DBV Technologies S.A. · ADR | 3.67M | -29.7% | -$25.4M |
| CORT Corcept Therapeutics Incorporated | 771,028 | -21.8% | -$18.7M |
| ALMS Alumis Inc. | 2.02M | -15.4% | -$10.3M |
| QURE uniQure N.V. | 1.23M | -10.5% | -$6.6M |
| CNTX Context Therapeutics Inc. | 1.30M | -87.8% | -$5.2M |
| TRVI Trevi Therapeutics, Inc. | 3.07M | -6.8% | -$4.2M |
| MLTX MoonLake Immunotherapeutics | 1.61M | -11.3% | -$4.0M |
| RVMD Revolution Medicines, Inc. | 492,483 | -2.8% | -$2.7M |
| EWTX Edgewise Therapeutics, Inc. | 1.62M | -2.4% | -$1.6M |
| LQDA Liquidia Corporation | 1.39M | -1.4% | -$1.5M |
Exited (11)
| AGIO Agios Pharmaceuticals, Inc. | 1.31M | Exited | -$44.2M |
| XENE Xenon Pharmaceuticals Inc. | 588,706 | Exited | -$34.2M |
| EVMN Evommune, Inc. | 1.46M | Exited | -$33.5M |
| CYTK Cytokinetics, Incorporated | 500,000 | Exited | -$33.0M |
| CRVS Corvus Pharmaceuticals, Inc. | 1.67M | Exited | -$24.5M |
| CLYM Climb Bio, Inc. | 2.59M | Exited | -$17.8M |
| ARQT Arcutis Biotherapeutics, Inc. | 733,966 | Exited | -$17.3M |
| ZYME Zymeworks Inc. | 565,249 | Exited | -$14.2M |
| VRDN Viridian Therapeutics, Inc. | 649,873 | Exited | -$12.7M |
| Engene Holdings Inc | 1.85M | Exited | -$12.6M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer