Mpm Bioimpact LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Mpm Bioimpact LLC disclosed 41 US equity positions worth $1.3bn in its Q1 2026 13F filing. The largest position was DBVT at 8.4% of the reported book, followed by CGEM and AKTS.
What did Mpm Bioimpact LLC own in Q1 2026? Top 41 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | DBVT DBV Technologies S A | 8.4% | $108.9m | 5,213,361 | – | ||
| 2 | CGEM Cullinan Therapeutics, Inc. | Healthcare | 8.4% | $108.7m | 7,648,268 | – | |
| 3 | AKTS Aktis Oncology, Inc. | 6.7% | $86.5m | 4,835,872 | – | ||
| 4 | LQDA Liquidia Corporation | Healthcare | 4.1% | $53.0m | 1,405,158 | – | |
| 5 | ALMS Alumis Inc | Healthcare | 4.1% | $52.6m | 2,386,529 | – | |
| 6 | EWTX Edgewise Therapeutics Inc | Healthcare | 4.0% | $52.3m | 1,660,696 | – | |
| 7 | RVMD Revolution Medicines, Inc. | Healthcare | 3.8% | $49.3m | 506,776 | – | |
| 8 | AGIO Agios Pharmaceuticals Inc | Healthcare | 3.4% | $44.2m | 1,306,261 | – | |
| 9 | CORT Corcept Therapeutics, Inc. | Healthcare | 3.1% | $39.7m | 985,700 | – | |
| 10 | TRVI Trevi Therapeutics Inc | Healthcare | 3.0% | $39.4m | 3,298,430 | – | |
| 11 | DNTH Dianthus Therapeutics Inc | Healthcare | 2.7% | $35.6m | 423,982 | – | |
| 12 | XENE Xenon Pharmaceuticals Inc | Healthcare | 2.6% | $34.2m | 588,706 | – | |
| 13 | MLTX MoonLake Immunotherapeutics | Healthcare | 2.6% | $33.8m | 1,811,082 | – | |
| 14 | TVTX Travere Therapeutics Inc | Healthcare | 2.6% | $33.7m | 1,133,365 | – | |
| 15 | EVMN Evommune Inc | 2.6% | $33.5m | 1,455,863 | – | ||
| 16 | CYTK Cytokinetics Inc | Healthcare | 2.5% | $33.0m | 500,000 | – | |
| 17 | SNDX Syndax Pharmaceuticals Inc | Healthcare | 2.4% | $31.3m | 1,340,733 | – | |
| 18 | CNTX Context Therapeutics Inc | 2.2% | $28.0m | 10,679,391 | – | ||
| 19 | FBRX Forte Biosciences, Inc. | 2.0% | $25.9m | 1,000,682 | – | ||
| 20 | PVLA Palvella Therapeutics Inc | Healthcare | 2.0% | $25.7m | 206,404 | – | |
| 21 | DYN Dyne Therapeutics, Inc. | Healthcare | 2.0% | $25.5m | 1,408,152 | – | |
| 22 | STOK Stoke Therapeutics Inc | Healthcare | 1.9% | $25.0m | 767,038 | – | |
| 23 | CRVS Corvus Pharmaceuticals Inc | Healthcare | 1.9% | $24.5m | 1,674,875 | – | |
| 24 | RLAY Relay Therapeutics Inc. | Healthcare | 1.8% | $23.5m | 2,359,586 | – | |
| 25 | TARS Tarsus Pharmaceuticals Inc | Healthcare | 1.8% | $23.1m | 329,750 | – | |
| 26 | ORIC Oric Pharmaceuticals Inc | Healthcare | 1.8% | $22.9m | 1,803,945 | – | |
| 27 | Uniqure NV | 1.7% | $22.4m | 1,369,231 | – | ||
| 28 | GLUE Monte Rosa Therapeutics Inc | Healthcare | 1.5% | $19.4m | 1,176,928 | – | |
| 29 | NTRA Natera Inc | Healthcare | 1.4% | $18.6m | 93,074 | – | |
| 30 | CLYM Climb Bio Inc | Healthcare | 1.4% | $17.8m | 2,593,439 | – | |
| 31 | ARQT Arcutis Biotherapeutics Inc | Healthcare | 1.3% | $17.3m | 733,966 | – | |
| 32 | URGN Urogen Pharma Ltd | Healthcare | 1.3% | $17.0m | 943,803 | – | |
| 33 | DRUG Bright Minds Biosciences Inc | Healthcare | 1.2% | $15.5m | 212,175 | – | |
| 34 | ZYME Zymeworks, Inc. | Healthcare | 1.1% | $14.2m | 565,249 | – | |
| 35 | BLTE Belite Bio Inc | Healthcare | 1.1% | $14.0m | 88,045 | – | |
| 36 | VRDN Viridian Therapeutics Inc | Healthcare | 1.0% | $12.7m | 649,873 | – | |
| 37 | enGene Holdings, Inc. | 1.0% | $12.6m | 1,845,373 | – | ||
| 38 | ABVX Abivax SA | Healthcare | 0.9% | $11.9m | 107,268 | – | |
| 39 | ALLO Allogene Therapeutics, Inc. | Healthcare | 0.4% | $5.5m | 2,242,933 | – | |
| 40 | ACRS Aclaris Therapeutics Inc | Healthcare | 0.1% | $1.5m | 391,918 | – | |
| 41 | HOWL Werewolf Therapeutics, Inc. | 0.1% | $1.0m | 1,208,810 | – |
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.