MPM Bioimpact LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
MPM Bioimpact LLC disclosed 44 US equity positions worth $577.2m in its Q2 2025 13F filing. The largest position was CGEM at 10.0% of the reported book, followed by MDGL and ZLAB. Against the Q1 2025 filing, it opened 8 new positions, added to 10 and reduced 15 among the top 44 holdings.
What did MPM Bioimpact LLC own in Q2 2025? Top 44 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CGEM Cullinan Therapeutics, Inc. | Healthcare | 10.0% | $57.6m | 7,648,268 | 0% | held |
| 2 | MDGL Madrigal Pharmaceuticals Inc | Healthcare | 5.3% | $30.4m | 100,415 | 0% | held |
| 3 | ZLAB Zai Lab Ltd | Healthcare | 4.5% | $26.1m | 745,060 | -11% | reduced |
| 4 | GH Guardant Health Inc | Healthcare | 4.0% | $23.0m | 442,656 | 0% | held |
| 5 | SPRY ARS Pharmaceuticals Inc | Healthcare | 3.9% | $22.7m | 1,303,399 | -1% | reduced |
| 6 | EWTX Edgewise Therapeutics Inc | 3.9% | $22.6m | 1,720,741 | 56% | added | |
| 7 | RNAGBP Avidity Biosciences Inc | 3.7% | $21.6m | 760,022 | 6% | added | |
| 8 | PTCT PTC Therapeutics Inc | Healthcare | 3.7% | $21.4m | 438,477 | -0% | held |
| 9 | TRVI Trevi Therapeutics Inc | Healthcare | 3.2% | $18.6m | 3,406,955 | -1% | reduced |
| 10 | ORIC Oric Pharmaceuticals Inc | Healthcare | 3.0% | $17.6m | 1,729,378 | 24% | added |
| 11 | NTRA Natera Inc | Healthcare | 2.9% | $16.7m | 98,924 | -37% | reduced |
| 12 | ALKS Alkermes Plc | Healthcare | 2.7% | $15.7m | 549,262 | 63% | added |
| 13 | MLTX Moonlake Immunotherapeutics | Healthcare | 2.6% | $14.8m | 313,571 | -1% | reduced |
| 14 | MBX MBX Biosciences Inc | Healthcare | 2.6% | $14.8m | 1,294,416 | 14% | added |
| 15 | CMPX Compass Therapeutics, Inc. | 2.5% | $14.6m | 5,622,505 | -33% | reduced | |
| 16 | RARE Ultragenyx Pharmaceutical Inc | Healthcare | 2.5% | $14.4m | 395,700 | -1% | reduced |
| 17 | JANX Janux Therapeutics Inc | Healthcare | 2.5% | $14.2m | 614,282 | 8% | added |
| 18 | TARS Tarsus Pharmaceuticals Inc | Healthcare | 2.4% | $13.8m | 341,496 | – | new |
| 19 | DYN Dyne Therapeutics, Inc. | Healthcare | 2.4% | $13.8m | 1,446,361 | – | new |
| 20 | VERA Vera Therapeutics Inc. | Healthcare | 2.3% | $13.3m | 563,075 | 35% | added |
| 21 | CRNXGBP Crinetics Pharmaceuticals Inc. | 2.1% | $12.3m | 428,975 | -32% | reduced | |
| 22 | RVMD Revolution Medicines, Inc. | Healthcare | 2.0% | $11.6m | 315,722 | -0% | held |
| 23 | AKBA Akebia Therapeutics Inc | Healthcare | 1.8% | $10.5m | 2,889,125 | – | new |
| 24 | OLMA Olema Pharmaceuticals, Inc. | Healthcare | 1.8% | $10.1m | 2,378,762 | -19% | reduced |
| 25 | XENE Xenon Pharmaceuticals Inc | Healthcare | 1.8% | $10.1m | 323,398 | 7% | added |
| 26 | WVE Wave Life Sciences PTE LTD | Healthcare | 1.7% | $9.8m | 1,505,262 | -0% | held |
| 27 | DBVT DBV Technologies S A | 1.7% | $9.6m | 1,054,504 | – | new | |
| 28 | CNTX Context Therapeutics Inc | 1.7% | $9.6m | 14,705,882 | 0% | held | |
| 29 | RCKT Rocket Pharmaceuticals, Inc. | Healthcare | 1.7% | $9.6m | 3,903,081 | 141% | added |
| 30 | REPL Replimune Group Inc | Healthcare | 1.6% | $9.1m | 983,780 | -0% | held |
| 31 | NUVB Nuvation Bio Inc | Healthcare | 1.6% | $9.0m | 4,622,590 | -1% | reduced |
| 32 | STOK Stoke Therapeutics Inc | Healthcare | 1.6% | $9.0m | 789,698 | 14% | added |
| 33 | SLDB Solid Biosciences Inc | Healthcare | 1.4% | $8.0m | 1,634,569 | -0% | held |
| 34 | RLAY Relay Therapeutics Inc. | Healthcare | 1.4% | $7.9m | 2,282,680 | -1% | reduced |
| 35 | RNAC Cartesian Therapeutics Inc | 1.2% | $7.1m | 686,007 | -13% | reduced | |
| 36 | TSHA Taysha Gene Therapies, Inc. | Healthcare | 1.2% | $6.8m | 2,953,562 | – | new |
| 37 | SRPT Sarepta Therapeutics Inc | Healthcare | 1.0% | $5.5m | 321,696 | – | new |
| 38 | SLNOEUR Soleno Therapeutics Inc | 0.7% | $4.2m | 50,000 | – | new | |
| 39 | VERU Veru Inc. | Healthcare | 0.5% | $2.9m | 4,911,948 | -25% | reduced |
| 40 | HOWL Werewolf Therapeutics, Inc. | 0.5% | $2.6m | 2,408,810 | 0% | held | |
| 41 | DSGN Design Therapeutics Inc | Healthcare | 0.3% | $1.9m | 555,187 | -1% | reduced |
| 42 | RPTX Repare Therapeutics, Inc. | 0.2% | $1.1m | 819,924 | 0% | held | |
| 43 | ADAPY Adaptimmune Therapeutics plc | Healthcare | 0.2% | $1.1m | 4,411,821 | -10% | reduced |
| 44 | ACLXGBX Arcellx Inc | 0.0% | $2.4k | 37 | – | new |
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.