MPM Bioimpact LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
MPM Bioimpact LLC disclosed 38 US equity positions worth $874.0m in its Q4 2025 13F filing. The largest position was CGEM at 9.1% of the reported book, followed by MDGL and LQDA. Against the Q3 2025 filing, it opened 15 new positions, added to 6 and reduced 16 among the top 38 holdings.
What did MPM Bioimpact LLC own in Q4 2025? Top 38 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CGEM Cullinan Therapeutics, Inc. | Healthcare | 9.1% | $79.2m | 7,648,268 | 0% | held |
| 2 | MDGL Madrigal Pharmaceuticals Inc | Healthcare | 6.4% | $56.4m | 96,780 | -4% | reduced |
| 3 | LQDA Liquidia Corp | Healthcare | 5.5% | $48.3m | 1,400,869 | 600% | added |
| 4 | TRVI Trevi Therapeutics Inc | Healthcare | 4.7% | $41.2m | 3,287,087 | -4% | reduced |
| 5 | EWTX Edgewise Therapeutics Inc | 4.7% | $41.1m | 1,655,256 | -4% | reduced | |
| 6 | RVMD Revolution Medicines, Inc. | Healthcare | 4.6% | $40.3m | 505,672 | 60% | added |
| 7 | AGIO Agios Pharmaceuticals Inc | Healthcare | 4.1% | $35.5m | 1,303,373 | – | new |
| 8 | QURE Uniqure NV | 3.8% | $33.1m | 1,381,628 | – | new | |
| 9 | PTCT PTC Therapeutics Inc | Healthcare | 3.7% | $32.7m | 430,013 | -2% | reduced |
| 10 | SNDX Syndax Pharmaceuticals Inc | Healthcare | 3.2% | $28.1m | 1,337,702 | -3% | reduced |
| 11 | DYN Dyne Therapeutics, Inc. | Healthcare | 3.1% | $27.5m | 1,405,388 | -3% | reduced |
| 12 | TARS Tarsus Pharmaceuticals Inc | Healthcare | 3.1% | $26.9m | 328,869 | -4% | reduced |
| 13 | STOK Stoke Therapeutics Inc | Healthcare | 2.8% | $24.4m | 770,289 | -2% | reduced |
| 14 | ALMS Alumis Inc | 2.7% | $23.4m | 2,401,992 | – | new | |
| 15 | URGN Urogen Pharma Ltd | Healthcare | 2.5% | $22.0m | 941,378 | 597% | added |
| 16 | XENE Xenon Pharmaceuticals Inc | Healthcare | 2.5% | $21.8m | 485,620 | -4% | reduced |
| 17 | PVLA Palvella Therapeutics Inc | 2.5% | $21.5m | 205,745 | 205% | added | |
| 18 | NTRA Natera Inc | Healthcare | 2.5% | $21.4m | 93,551 | -5% | reduced |
| 19 | CRVS Corvus Pharmaceuticals Inc | Healthcare | 2.4% | $21.1m | 2,743,671 | – | new |
| 20 | DBVT DBV Technologies S A | 2.2% | $19.1m | 996,825 | -5% | reduced | |
| 21 | RLAY Relay Therapeutics Inc. | Healthcare | 2.2% | $18.9m | 2,232,451 | -2% | reduced |
| 22 | GLUE Monte Rosa Therapeutics Inc | 2.1% | $18.4m | 1,173,376 | – | new | |
| 23 | DRUG Bright Minds Biosciences Inc | Healthcare | 2.1% | $18.0m | 230,147 | – | new |
| 24 | PTGX Protagonist Therapeutics Inc | Healthcare | 2.0% | $17.4m | 199,471 | – | new |
| 25 | enGene Holdings, Inc. | 1.9% | $16.6m | 1,840,898 | 247% | added | |
| 26 | CNTX Context Therapeutics Inc | 1.8% | $15.7m | 10,679,391 | -27% | reduced | |
| 27 | ARQT Arcutis Biotherapeutics Inc | Healthcare | 1.8% | $15.4m | 531,200 | – | new |
| 28 | VTYXUSD Ventyx Biosciences Inc | 1.7% | $14.8m | 1,639,061 | – | new | |
| 29 | ORIC Oric Pharmaceuticals Inc | Healthcare | 1.7% | $14.7m | 1,798,717 | 4% | added |
| 30 | BLTE Belite Bio Inc | Healthcare | 1.6% | $14.0m | 87,760 | – | new |
| 31 | RAPT RAPT Therapeutics Inc | 1.5% | $13.5m | 397,906 | – | new | |
| 32 | CLYM Climb Bio Inc | 1.2% | $10.7m | 2,671,480 | – | new | |
| 33 | ABVX Abivax SA | 0.9% | $7.6m | 56,316 | – | new | |
| 34 | RCKT Rocket Pharmaceuticals, Inc. | Healthcare | 0.6% | $5.6m | 1,586,076 | -59% | reduced |
| 35 | MAZE Maze Therapeutics Inc | 0.4% | $3.4m | 81,145 | – | new | |
| 36 | EVMN Evommune Inc | 0.2% | $1.9m | 113,022 | – | new | |
| 37 | SRPT Sarepta Therapeutics Inc | Healthcare | 0.2% | $1.5m | 70,000 | -90% | reduced |
| 38 | HOWL Werewolf Therapeutics, Inc. | 0.1% | $883.5k | 1,393,557 | -42% | 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.