MPM Bioimpact LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
MPM Bioimpact LLC disclosed 43 US equity positions worth $581.7m in its Q1 2025 13F filing. The largest position was CGEM at 10.0% of the reported book, followed by MDGL and ZLAB. Against the Q4 2024 filing, it opened 6 new positions, added to 25 and reduced 8 among the top 43 holdings.
What did MPM Bioimpact LLC own in Q1 2025? Top 43 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | CGEM Cullinan Therapeutics, Inc. | Healthcare | 10.0% | $57.9m | 7,648,268 | 0% | held |
| 2 | MDGL Madrigal Pharmaceuticals Inc | Healthcare | 5.7% | $33.3m | 100,415 | – | new |
| 3 | ZLAB Zai Lab Ltd | Healthcare | 5.2% | $30.1m | 833,659 | 4% | added |
| 4 | EWTX Edgewise Therapeutics Inc | 4.2% | $24.3m | 1,105,444 | 2% | added | |
| 5 | LNTH Lantheus Holdings Inc | Healthcare | 3.9% | $22.7m | 232,387 | -2% | reduced |
| 6 | PTCT PTC Therapeutics Inc | Healthcare | 3.9% | $22.4m | 439,977 | 1% | added |
| 7 | NTRA Natera Inc | Healthcare | 3.8% | $22.2m | 157,047 | -2% | reduced |
| 8 | TRVI Trevi Therapeutics Inc | Healthcare | 3.7% | $21.6m | 3,428,366 | 11% | added |
| 9 | CRNXGBP Crinetics Pharmaceuticals Inc. | 3.6% | $21.2m | 631,964 | 2% | added | |
| 10 | RNAGBP Avidity Biosciences Inc | 3.6% | $21.1m | 714,224 | 2% | added | |
| 11 | GH Guardant Health Inc | Healthcare | 3.2% | $18.9m | 442,656 | -2% | reduced |
| 12 | UTHR United Therapeutics Corp. | Healthcare | 3.1% | $18.2m | 58,907 | 156% | added |
| 13 | SPRY ARS Pharmaceuticals Inc | Healthcare | 2.8% | $16.5m | 1,313,104 | – | new |
| 14 | CMPX Compass Therapeutics, Inc. | 2.8% | $16.0m | 8,442,783 | -1% | reduced | |
| 15 | JANX Janux Therapeutics Inc | Healthcare | 2.6% | $15.3m | 567,193 | 147% | added |
| 16 | RARE Ultragenyx Pharmaceutical Inc | Healthcare | 2.5% | $14.4m | 398,445 | 2% | added |
| 17 | MLTX Moonlake Immunotherapeutics | Healthcare | 2.1% | $12.3m | 316,049 | 0% | held |
| 18 | WVE Wave Life Sciences PTE LTD | Healthcare | 2.1% | $12.2m | 1,509,580 | 1% | added |
| 19 | RVMD Revolution Medicines, Inc. | Healthcare | 1.9% | $11.2m | 317,083 | 1% | added |
| 20 | ALKS Alkermes Plc | Healthcare | 1.9% | $11.1m | 337,603 | – | new |
| 21 | OLMA Olema Pharmaceuticals, Inc. | Healthcare | 1.9% | $11.0m | 2,930,446 | 1% | added |
| 22 | RCKT Rocket Pharmaceuticals, Inc. | Healthcare | 1.9% | $10.8m | 1,618,265 | 59% | added |
| 23 | 2662247D iTeos Therapeutics, Inc. | 1.8% | $10.4m | 1,745,943 | 0% | held | |
| 24 | RNAC Cartesian Therapeutics Inc | 1.8% | $10.4m | 790,779 | 10% | added | |
| 25 | TWST Twist Bioscience Corp | Healthcare | 1.8% | $10.3m | 261,215 | -2% | reduced |
| 26 | XENE Xenon Pharmaceuticals Inc | Healthcare | 1.7% | $10.2m | 303,398 | 54% | added |
| 27 | VERA Vera Therapeutics Inc. | Healthcare | 1.7% | $10.0m | 415,719 | 61% | added |
| 28 | REPL Replimune Group Inc | Healthcare | 1.7% | $9.6m | 987,036 | 4% | added |
| 29 | IOVA Iovance Biotherapeutics Inc | Healthcare | 1.6% | $9.0m | 2,708,582 | 1% | added |
| 30 | CNTX Context Therapeutics Inc | 1.5% | $9.0m | 14,705,882 | 0% | held | |
| 31 | MBX MBX Biosciences Inc | Healthcare | 1.4% | $8.4m | 1,132,950 | – | new |
| 32 | NUVB Nuvation Bio Inc | Healthcare | 1.4% | $8.2m | 4,652,243 | 12% | added |
| 33 | ORIC Oric Pharmaceuticals Inc | Healthcare | 1.3% | $7.8m | 1,399,514 | – | new |
| 34 | IDYA Ideaya Biosciences, Inc. | Healthcare | 1.2% | $7.0m | 430,161 | 4% | added |
| 35 | SLDB Solid Biosciences Inc | Healthcare | 1.0% | $6.1m | 1,642,356 | – | new |
| 36 | RLAY Relay Therapeutics Inc. | Healthcare | 1.0% | $6.0m | 2,295,924 | 1% | added |
| 37 | STOK Stoke Therapeutics Inc | Healthcare | 0.8% | $4.6m | 693,988 | 1% | added |
| 38 | VERU Veru Inc. | Healthcare | 0.6% | $3.2m | 6,592,727 | 54% | added |
| 39 | HOWL Werewolf Therapeutics, Inc. | 0.4% | $2.3m | 2,408,810 | 1% | added | |
| 40 | DSGN Design Therapeutics Inc | Healthcare | 0.4% | $2.2m | 562,943 | 1% | added |
| 41 | ADAPY Adaptimmune Therapeutics plc | Healthcare | 0.2% | $964.2k | 4,894,344 | -4% | reduced |
| 42 | RPTX Repare Therapeutics, Inc. | 0.1% | $808.4k | 819,924 | -33% | reduced | |
| 43 | ALXO ALX Oncology Holdings Inc. | Healthcare | 0.1% | $342.6k | 550,000 | -60% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.