MPM Bioimpact LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
MPM Bioimpact LLC disclosed 40 US equity positions worth $610.9m in its Q3 2025 13F filing. The largest position was MDGL at 7.5% of the reported book, followed by CGEM and RNAGBP. Against the Q2 2025 filing, it opened 7 new positions, added to 3 and reduced 2 among the top 40 holdings.
What did MPM Bioimpact LLC own in Q3 2025? Top 40 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MDGL Madrigal Pharmaceuticals Inc | Healthcare | 7.5% | $46.1m | 100,415 | 0% | held |
| 2 | CGEM Cullinan Therapeutics, Inc. | Healthcare | 7.4% | $45.4m | 7,648,268 | 0% | held |
| 3 | RNAGBP Avidity Biosciences Inc | 5.4% | $33.1m | 760,022 | 0% | held | |
| 4 | TRVI Trevi Therapeutics Inc | Healthcare | 5.1% | $31.2m | 3,406,955 | 0% | held |
| 5 | EWTX Edgewise Therapeutics Inc | 4.6% | $27.9m | 1,720,741 | 0% | held | |
| 6 | PTCT PTC Therapeutics Inc | Healthcare | 4.4% | $26.9m | 438,477 | 0% | held |
| 7 | ZLAB Zai Lab Ltd | Healthcare | 4.1% | $25.3m | 745,060 | 0% | held |
| 8 | SNDX Syndax Pharmaceuticals Inc | Healthcare | 3.5% | $21.2m | 1,375,674 | – | new |
| 9 | ORIC Oric Pharmaceuticals Inc | Healthcare | 3.4% | $20.8m | 1,729,378 | 0% | held |
| 10 | TARS Tarsus Pharmaceuticals Inc | Healthcare | 3.3% | $20.3m | 341,496 | 0% | held |
| 11 | XENE Xenon Pharmaceuticals Inc | Healthcare | 3.3% | $20.2m | 503,398 | 56% | added |
| 12 | STOK Stoke Therapeutics Inc | Healthcare | 3.0% | $18.6m | 789,698 | 0% | held |
| 13 | DYN Dyne Therapeutics, Inc. | Healthcare | 3.0% | $18.3m | 1,446,361 | 0% | held |
| 14 | CMPX Compass Therapeutics, Inc. | 2.9% | $17.8m | 5,075,970 | -10% | reduced | |
| 15 | ALKS Alkermes Plc | Healthcare | 2.7% | $16.5m | 549,262 | 0% | held |
| 16 | VERA Vera Therapeutics Inc. | Healthcare | 2.7% | $16.4m | 563,075 | 0% | held |
| 17 | NTRA Natera Inc | Healthcare | 2.6% | $15.9m | 98,924 | 0% | held |
| 18 | JANX Janux Therapeutics Inc | Healthcare | 2.5% | $15.0m | 614,282 | 0% | held |
| 19 | RVMD Revolution Medicines, Inc. | Healthcare | 2.4% | $14.7m | 315,722 | 0% | held |
| 20 | CNTX Context Therapeutics Inc | 2.3% | $14.2m | 14,705,882 | 0% | held | |
| 21 | SRPT Sarepta Therapeutics Inc | Healthcare | 2.2% | $13.5m | 700,000 | 118% | added |
| 22 | SPRY ARS Pharmaceuticals Inc | Healthcare | 2.1% | $13.1m | 1,303,399 | 0% | held |
| 23 | RCKT Rocket Pharmaceuticals, Inc. | Healthcare | 2.1% | $12.7m | 3,903,381 | 0% | held |
| 24 | RLAY Relay Therapeutics Inc. | Healthcare | 2.0% | $11.9m | 2,282,680 | 0% | held |
| 25 | RARE Ultragenyx Pharmaceutical Inc | Healthcare | 1.9% | $11.9m | 395,700 | 0% | held |
| 26 | WVE Wave Life Sciences PTE LTD | Healthcare | 1.8% | $11.0m | 1,505,262 | 0% | held |
| 27 | DBVT DBV Technologies S A | 1.7% | $10.5m | 1,054,504 | 0% | held | |
| 28 | SLNOEUR Soleno Therapeutics Inc | 1.7% | $10.1m | 150,000 | 200% | added | |
| 29 | SLDB Solid Biosciences Inc | Healthcare | 1.7% | $10.1m | 1,634,569 | 0% | held |
| 30 | AKBA Akebia Therapeutics Inc | Healthcare | 1.3% | $7.9m | 2,889,125 | 0% | held |
| 31 | HOWL Werewolf Therapeutics, Inc. | 0.8% | $4.7m | 2,408,810 | 0% | held | |
| 32 | LQDA Liquidia Corp | Healthcare | 0.7% | $4.5m | 200,000 | – | new |
| 33 | PVLA Palvella Therapeutics Inc | 0.7% | $4.2m | 67,423 | – | new | |
| 34 | DSGN Design Therapeutics Inc | Healthcare | 0.7% | $4.2m | 555,187 | 0% | held |
| 35 | RNAC Cartesian Therapeutics Inc | 0.6% | $3.9m | 380,000 | -45% | reduced | |
| 36 | enGene Holdings Inc | 0.6% | $3.6m | 530,299 | – | new | |
| 37 | URGN Urogen Pharma Ltd | Healthcare | 0.4% | $2.7m | 135,000 | – | new |
| 38 | RAPP Rapport Therapeutics Inc | 0.3% | $2.1m | 71,807 | – | new | |
| 39 | RPTX Repare Therapeutics, Inc. | 0.2% | $1.4m | 819,924 | 0% | held | |
| 40 | ASMB Assembly Biosciences Inc | Healthcare | 0.2% | $1.0m | 39,665 | – | 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.