Mpm Bioimpact LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Mpm Bioimpact LLC disclosed 37 US equity positions worth $1.6bn in its Q2 2026 13F filing. The largest position was CGEM at 10.8% of the reported book, followed by AKTS and LQDA. Against the Q1 2026 filing, it opened 7 new positions, added to 7 and reduced 21 among the top 37 holdings.
What did Mpm Bioimpact LLC own in Q2 2026? Top 37 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | CGEM Cullinan Therapeutics, Inc. | Healthcare | 10.8% | $177.2m | 9,731,341 | 27% | added |
| 2 | AKTS Aktis Oncology, Inc. | 9.5% | $155.9m | 4,835,872 | 0% | held | |
| 3 | LQDA Liquidia Corporation | Healthcare | 6.7% | $110.5m | 1,386,174 | -1% | reduced |
| 4 | RVMD Revolution Medicines, Inc. | Healthcare | 5.6% | $92.2m | 492,483 | -3% | reduced |
| 5 | CORT Corcept Therapeutics, Inc. | Healthcare | 4.1% | $67.0m | 771,028 | -22% | reduced |
| 6 | EWTX Edgewise Therapeutics Inc | Healthcare | 4.0% | $65.9m | 1,620,780 | -2% | reduced |
| 7 | TVTX Travere Therapeutics Inc | Healthcare | 3.9% | $63.8m | 1,122,731 | -1% | reduced |
| 8 | DBVT DBV Technologies S A | 3.7% | $60.1m | 3,666,284 | -30% | reduced | |
| 9 | TRVI Trevi Therapeutics Inc | Healthcare | 3.5% | $57.3m | 3,073,577 | -7% | reduced |
| 10 | ALMS Alumis Inc | Healthcare | 3.5% | $56.8m | 2,019,020 | -15% | reduced |
| 11 | Uniqure NV | 3.4% | $56.5m | 1,225,855 | -10% | reduced | |
| 12 | RARE Ultragenyx Pharmaceuticals, Inc. | Healthcare | 2.9% | $47.4m | 1,418,215 | – | new |
| 13 | RLAY Relay Therapeutics Inc. | Healthcare | 2.8% | $45.2m | 2,415,672 | 2% | added |
| 14 | ABVX Abivax SA | Healthcare | 2.7% | $44.8m | 336,347 | 214% | added |
| 15 | DYN Dyne Therapeutics, Inc. | Healthcare | 2.6% | $42.7m | 1,922,093 | 36% | added |
| 16 | DNTH Dianthus Therapeutics Inc | Healthcare | 2.5% | $40.9m | 420,002 | -1% | reduced |
| 17 | BIOA BIOAGE Labs Inc | 2.5% | $40.9m | 1,667,661 | – | new | |
| 18 | URGN Urogen Pharma Ltd | Healthcare | 2.1% | $34.3m | 933,415 | -1% | reduced |
| 19 | MLTX MoonLake Immunotherapeutics | Healthcare | 1.9% | $31.3m | 1,606,967 | -11% | reduced |
| 20 | PVLA Palvella Therapeutics Inc | Healthcare | 1.9% | $31.2m | 204,027 | -1% | reduced |
| 21 | TSHA Taysha Gene Therapies, Inc. | Healthcare | 1.9% | $30.6m | 4,500,000 | – | new |
| 22 | SNDX Syndax Pharmaceuticals Inc | Healthcare | 1.8% | $29.2m | 1,333,523 | -1% | reduced |
| 23 | GLUE Monte Rosa Therapeutics Inc | Healthcare | 1.7% | $28.1m | 1,161,081 | -1% | reduced |
| 24 | ZURA Zura Bio Ltd. | Healthcare | 1.6% | $26.4m | 4,472,843 | – | new |
| 25 | NTRA Natera Inc | Healthcare | 1.5% | $25.1m | 92,638 | -0% | held |
| 26 | STOK Stoke Therapeutics Inc | Healthcare | 1.4% | $23.7m | 723,314 | -6% | reduced |
| 27 | ANL Adlai Nortye Ltd | 1.4% | $22.3m | 1,936,291 | – | new | |
| 28 | BLTE Belite Bio Inc | Healthcare | 1.3% | $21.1m | 137,208 | 56% | added |
| 29 | FBRX Forte Biosciences, Inc. | 1.3% | $21.0m | 987,448 | -1% | reduced | |
| 30 | ORIC Oric Pharmaceuticals Inc | Healthcare | 1.2% | $20.4m | 1,882,162 | 4% | added |
| 31 | TARS Tarsus Pharmaceuticals Inc | Healthcare | 1.2% | $20.3m | 322,007 | -2% | reduced |
| 32 | ANNX Annexon Inc | Healthcare | 1.2% | $20.2m | 3,544,354 | – | new |
| 33 | DRUG Bright Minds Biosciences Inc | Healthcare | 0.9% | $14.2m | 202,114 | -5% | reduced |
| 34 | TRDA Entrada Therapeutics, Inc. | 0.6% | $9.2m | 1,253,053 | – | new | |
| 35 | ACRS Aclaris Therapeutics Inc | Healthcare | 0.3% | $5.5m | 1,042,467 | 166% | added |
| 36 | CNTX Context Therapeutics Inc | 0.0% | $719.5k | 1,299,046 | -88% | reduced | |
| 37 | HOWL Werewolf Therapeutics, Inc. | 0.0% | $28.9k | 80,142 | -93% | 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.