MPM BIOIMPACT LLC
An institutional investment manager in BOSTON, MA. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1687078.
- Reported value$1.64bn
- Positions37
Holdings: 37 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Cullinan Therapeutics, Inc.CGEM | 230031106 | 230031106 | 177 | 10.8% | 9,731,341 | Added+2,083,073 | |
| Aktis Oncology, Inc.AKTS | 01021M104 | 01021M104 | 156 | 9.5% | 4,835,872 | Unchanged | |
| Liquidia CorporationLQDA | 53635D202 | 53635D202 | 111 | 6.7% | 1,386,174 | Reduced−18,984 | |
| Revolution Medicines, Inc.RVMD | 76155X100 | 76155X100 | 92.2 | 5.6% | 492,483 | Reduced−14,293 | |
| Corcept Therapeutics, Inc.CORT | 218352102 | 218352102 | 67.0 | 4.1% | 771,028 | Reduced−214,672 | |
| Edgewise Therapeutics IncEWTX | 28036F105 | 28036F105 | 65.9 | 4.0% | 1,620,780 | Reduced−39,916 | |
| Travere Therapeutics IncTVTX | 89422G107 | 89422G107 | 63.8 | 3.9% | 1,122,731 | Reduced−10,634 | |
| DBV Technologies S ADBVT | 23306J309 | 23306J309 | 60.1 | 3.7% | 3,666,284 | Reduced−1,547,077 | |
| Trevi Therapeutics IncTRVI | 89532M101 | 89532M101 | 57.3 | 3.5% | 3,073,577 | Reduced−224,853 | |
| Alumis IncALMS | 022307102 | 022307102 | 56.8 | 3.5% | 2,019,020 | Reduced−367,509 | |
| Uniqure NV | N90064101 | N90064101 | 56.5 | 3.4% | 1,225,855 | Reduced−143,376 | |
| Ultragenyx Pharmaceuticals, Inc.RARE | 90400D108 | 90400D108 | 47.4 | 2.9% | 1,418,215 | New+1,418,215 | |
| Relay Therapeutics Inc.RLAY | 75943R102 | 75943R102 | 45.2 | 2.8% | 2,415,672 | Added+56,086 | |
| Abivax SAABVX | 00370M103 | 00370M103 | 44.8 | 2.7% | 336,347 | Added+229,079 | |
| Dyne Therapeutics, Inc.DYN | 26818M108 | 26818M108 | 42.7 | 2.6% | 1,922,093 | Added+513,941 | |
| Dianthus Therapeutics IncDNTH | 252828108 | 252828108 | 40.9 | 2.5% | 420,002 | Reduced−3,980 | |
| BIOAGE Labs IncBIOA | 09077V100 | 09077V100 | 40.9 | 2.5% | 1,667,661 | New+1,667,661 | |
| Urogen Pharma Ltd | M96088105 | M96088105 | 34.3 | 2.1% | 933,415 | Reduced−10,388 | |
| MoonLake ImmunotherapeuticsMLTX | 61559X104 | 61559X104 | 31.3 | 1.9% | 1,606,967 | Reduced−204,115 | |
| Palvella Therapeutics IncPVLA | 697947109 | 697947109 | 31.2 | 1.9% | 204,027 | Reduced−2,377 | |
| Taysha Gene Therapies, Inc.TSHA | 877619106 | 877619106 | 30.6 | 1.9% | 4,500,000 | New+4,500,000 | |
| Syndax Pharmaceuticals IncSNDX | 87164F105 | 87164F105 | 29.2 | 1.8% | 1,333,523 | Reduced−7,210 | |
| Monte Rosa Therapeutics IncGLUE | 61225M102 | 61225M102 | 28.1 | 1.7% | 1,161,081 | Reduced−15,847 | |
| Zura Bio Ltd. | G9TY5A101 | G9TY5A101 | 26.4 | 1.6% | 4,472,843 | New+4,472,843 | |
| Natera IncNTRA | 632307104 | 632307104 | 25.1 | 1.5% | 92,638 | Reduced−436 | |
| Stoke Therapeutics IncSTOK | 86150R107 | 86150R107 | 23.7 | 1.4% | 723,314 | Reduced−43,724 | |
| Adlai Nortye LtdANL | 00704R109 | 00704R109 | 22.3 | 1.4% | 1,936,291 | New+1,936,291 | |
| Belite Bio IncBLTE | 07782B104 | 07782B104 | 21.1 | 1.3% | 137,208 | Added+49,163 | |
| Forte Biosciences, Inc. | 34962G208 | 34962G208 | 21.0 | 1.3% | 987,448 | Reduced−13,234 | |
| Oric Pharmaceuticals IncORIC | 68622P109 | 68622P109 | 20.4 | 1.2% | 1,882,162 | Added+78,217 | |
| Tarsus Pharmaceuticals IncTARS | 87650L103 | 87650L103 | 20.3 | 1.2% | 322,007 | Reduced−7,743 | |
| Annexon IncANNX | 03589W102 | 03589W102 | 20.2 | 1.2% | 3,544,354 | New+3,544,354 | |
| Bright Minds Biosciences IncDRUG | 10919W405 | 10919W405 | 14.2 | 0.9% | 202,114 | Reduced−10,061 | |
| Entrada Therapeutics, Inc.TRDA | 29384C108 | 29384C108 | 9.2 | 0.6% | 1,253,053 | New+1,253,053 | |
| Aclaris Therapeutics IncACRS | 00461U105 | 00461U105 | 5.5 | 0.3% | 1,042,467 | Added+650,549 | |
| Context Therapeutics IncCNTX | 21077P108 | 21077P108 | 0.7 | <0.1% | 1,299,046 | Reduced−9,380,345 | |
| Werewolf Therapeutics, Inc.HOWL | 95075A107 | 95075A107 | 0.0 | <0.1% | 80,142 | Reduced−1,128,668 |
Sold out: 11 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Agios Pharmaceuticals IncAGIO | Common | 00847X104 | 0.0 | 0.0% | 0 | Sold out−1,306,261 | |
| Allogene Therapeutics, Inc.ALLO | Common | 019770106 | 0.0 | 0.0% | 0 | Sold out−2,242,933 | |
| Arcutis Biotherapeutics IncARQT | Common | 03969K108 | 0.0 | 0.0% | 0 | Sold out−733,966 | |
| Climb Bio IncCLYM | Common | 28658R106 | 0.0 | 0.0% | 0 | Sold out−2,593,439 | |
| Corvus Pharmaceuticals IncCRVS | Common | 221015100 | 0.0 | 0.0% | 0 | Sold out−1,674,875 | |
| Cytokinetics IncCYTK | Common | 23282W605 | 0.0 | 0.0% | 0 | Sold out−500,000 | |
| enGene Holdings, Inc. | Common | 29286M105 | 0.0 | 0.0% | 0 | Sold out−1,845,373 | |
| Evommune IncEVMN | Common | 30054Y107 | 0.0 | 0.0% | 0 | Sold out−1,455,863 | |
| Viridian Therapeutics IncVRDN | Common | 92790C104 | 0.0 | 0.0% | 0 | Sold out−649,873 | |
| Xenon Pharmaceuticals IncXENE | Common | 98420N105 | 0.0 | 0.0% | 0 | Sold out−588,706 | |
| Zymeworks, Inc.ZYME | Common | 98985Y108 | 0.0 | 0.0% | 0 | Sold out−565,249 |
Source: SEC EDGAR, Form 13F-HR, accession 0001193125-26-352199 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.