Mpm Bioimpact LLC: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1687078) · Explore on the interactive board
Mpm Bioimpact LLC disclosed 37 US equity positions worth $1.6bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is CGEM at 10.8% of the reported book, followed by AKTS, LQDA. The top ten holdings are 55.3% of the book, and the portfolio behaves like about 22 equal-weight positions. Versus the prior filing it opened 7 new positions, added to 7, reduced 21 and exited 11. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Mpm Bioimpact LLC own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 7 new, 7 added, 21 reduced, 11 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | CGEM Cullinan Therapeutics, Inc. | Healthcare | 10.8% | $177.2m | 9,731,341 | 27% | added |
| 2 | AKTS Aktis Oncology, Inc. | 9.5% | $155.9m | 4,835,872 | 0% | held | |
| 3 | LQDA Liquidia Corporation | Healthcare | 6.7% | $110.5m | 1,386,174 | -1% | reduced |
| 4 | RVMD Revolution Medicines, Inc. | Healthcare | 5.6% | $92.2m | 492,483 | -3% | reduced |
| 5 | CORT Corcept Therapeutics, Inc. | Healthcare | 4.1% | $67.0m | 771,028 | -22% | reduced |
| 6 | EWTX Edgewise Therapeutics Inc | Healthcare | 4.0% | $65.9m | 1,620,780 | -2% | reduced |
| 7 | TVTX Travere Therapeutics Inc | Healthcare | 3.9% | $63.8m | 1,122,731 | -1% | reduced |
| 8 | DBVT DBV Technologies S A | 3.7% | $60.1m | 3,666,284 | -30% | reduced | |
| 9 | TRVI Trevi Therapeutics Inc | Healthcare | 3.5% | $57.3m | 3,073,577 | -7% | reduced |
| 10 | ALMS Alumis Inc | Healthcare | 3.5% | $56.8m | 2,019,020 | -15% | reduced |
| 11 | Uniqure NV | 3.4% | $56.5m | 1,225,855 | -10% | reduced | |
| 12 | RARE Ultragenyx Pharmaceuticals, Inc. | Healthcare | 2.9% | $47.4m | 1,418,215 | – | new |
| 13 | RLAY Relay Therapeutics Inc. | Healthcare | 2.8% | $45.2m | 2,415,672 | 2% | added |
| 14 | ABVX Abivax SA | Healthcare | 2.7% | $44.8m | 336,347 | 214% | added |
| 15 | DYN Dyne Therapeutics, Inc. | Healthcare | 2.6% | $42.7m | 1,922,093 | 36% | added |
| 16 | DNTH Dianthus Therapeutics Inc | Healthcare | 2.5% | $40.9m | 420,002 | -1% | reduced |
| 17 | BIOA BIOAGE Labs Inc | 2.5% | $40.9m | 1,667,661 | – | new | |
| 18 | URGN Urogen Pharma Ltd | Healthcare | 2.1% | $34.3m | 933,415 | -1% | reduced |
| 19 | MLTX MoonLake Immunotherapeutics | Healthcare | 1.9% | $31.3m | 1,606,967 | -11% | reduced |
| 20 | PVLA Palvella Therapeutics Inc | Healthcare | 1.9% | $31.2m | 204,027 | -1% | reduced |
| 21 | TSHA Taysha Gene Therapies, Inc. | Healthcare | 1.9% | $30.6m | 4,500,000 | – | new |
| 22 | SNDX Syndax Pharmaceuticals Inc | Healthcare | 1.8% | $29.2m | 1,333,523 | -1% | reduced |
| 23 | GLUE Monte Rosa Therapeutics Inc | Healthcare | 1.7% | $28.1m | 1,161,081 | -1% | reduced |
| 24 | ZURA Zura Bio Ltd. | Healthcare | 1.6% | $26.4m | 4,472,843 | – | new |
| 25 | NTRA Natera Inc | Healthcare | 1.5% | $25.1m | 92,638 | -0% | held |
| 26 | STOK Stoke Therapeutics Inc | Healthcare | 1.4% | $23.7m | 723,314 | -6% | reduced |
| 27 | ANL Adlai Nortye Ltd | 1.4% | $22.3m | 1,936,291 | – | new | |
| 28 | BLTE Belite Bio Inc | Healthcare | 1.3% | $21.1m | 137,208 | 56% | added |
| 29 | FBRX Forte Biosciences, Inc. | 1.3% | $21.0m | 987,448 | -1% | reduced | |
| 30 | ORIC Oric Pharmaceuticals Inc | Healthcare | 1.2% | $20.4m | 1,882,162 | 4% | added |
| 31 | TARS Tarsus Pharmaceuticals Inc | Healthcare | 1.2% | $20.3m | 322,007 | -2% | reduced |
| 32 | ANNX Annexon Inc | Healthcare | 1.2% | $20.2m | 3,544,354 | – | new |
| 33 | DRUG Bright Minds Biosciences Inc | Healthcare | 0.9% | $14.2m | 202,114 | -5% | reduced |
| 34 | TRDA Entrada Therapeutics, Inc. | 0.6% | $9.2m | 1,253,053 | – | new | |
| 35 | ACRS Aclaris Therapeutics Inc | Healthcare | 0.3% | $5.5m | 1,042,467 | 166% | added |
| 36 | CNTX Context Therapeutics Inc | 0.0% | $719.5k | 1,299,046 | -88% | reduced | |
| 37 | HOWL Werewolf Therapeutics, Inc. | 0.0% | $28.9k | 80,142 | -93% | reduced |
What did Mpm Bioimpact LLC sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| AGIO Agios Pharmaceuticals Inc | 17.7% | $44.2m |
| XENE Xenon Pharmaceuticals Inc | 13.7% | $34.2m |
| EVMN Evommune Inc | 13.4% | $33.5m |
| CYTK Cytokinetics Inc | 13.2% | $33.0m |
| CRVS Corvus Pharmaceuticals Inc | 9.8% | $24.5m |
| CLYM Climb Bio Inc | 7.1% | $17.8m |
| ARQT Arcutis Biotherapeutics Inc | 6.9% | $17.3m |
| ZYME Zymeworks, Inc. | 5.7% | $14.2m |
| VRDN Viridian Therapeutics Inc | 5.1% | $12.7m |
| enGene Holdings, Inc. | 5.0% | $12.6m |
| ALLO Allogene Therapeutics, Inc. | 2.2% | $5.5m |
Sector mix
| Sector | Weight |
|---|---|
| Healthcare | 77.6% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Mpm Bioimpact LLC's portfolio?
Across every quarter Mpm Bioimpact LLC has filed, its median largest position is 9.6% of the book and its median top-ten weight is 52.1%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 11.0 completed holding spells, the median lasted 1.0 quarters; 37.0 positions are still open and their final length is unknown.