# MPM BIOIMPACT LLC: Form 13F holdings

An institutional investment manager in BOSTON, MA. SEC CIK 1687078.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $1.64bn
- Positions: 37 (37 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1687078/000119312526352199/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [Cullinan Therapeutics, Inc. (CGEM)](/companies/cgem.md) | 230031106 | $177.2m | 10.8% | 9,731,341 |  | Added +2,083,073 |
| [Aktis Oncology, Inc. (AKTS)](/companies/akts.md) | 01021M104 | $155.9m | 9.5% | 4,835,872 |  | Unchanged |
| [Liquidia Corporation (LQDA)](/companies/lqda.md) | 53635D202 | $110.5m | 6.7% | 1,386,174 |  | Reduced −18,984 |
| [Revolution Medicines, Inc. (RVMD)](/companies/rvmd.md) | 76155X100 | $92.2m | 5.6% | 492,483 |  | Reduced −14,293 |
| [Corcept Therapeutics, Inc. (CORT)](/companies/cort.md) | 218352102 | $67.0m | 4.1% | 771,028 |  | Reduced −214,672 |
| [Edgewise Therapeutics Inc (EWTX)](/companies/ewtx.md) | 28036F105 | $65.9m | 4.0% | 1,620,780 |  | Reduced −39,916 |
| [Travere Therapeutics Inc (TVTX)](/companies/tvtx.md) | 89422G107 | $63.8m | 3.9% | 1,122,731 |  | Reduced −10,634 |
| [DBV Technologies S A (DBVT)](/companies/dbvt.md) | 23306J309 | $60.1m | 3.7% | 3,666,284 |  | Reduced −1,547,077 |
| [Trevi Therapeutics Inc (TRVI)](/companies/trvi.md) | 89532M101 | $57.3m | 3.5% | 3,073,577 |  | Reduced −224,853 |
| [Alumis Inc (ALMS)](/companies/alms.md) | 022307102 | $56.8m | 3.5% | 2,019,020 |  | Reduced −367,509 |
| Uniqure NV | N90064101 | $56.5m | 3.4% | 1,225,855 |  | Reduced −143,376 |
| [Ultragenyx Pharmaceuticals, Inc. (RARE)](/companies/rare.md) | 90400D108 | $47.4m | 2.9% | 1,418,215 |  | New +1,418,215 |
| [Relay Therapeutics Inc. (RLAY)](/companies/rlay.md) | 75943R102 | $45.2m | 2.8% | 2,415,672 |  | Added +56,086 |
| [Abivax SA (ABVX)](/companies/abvx.md) | 00370M103 | $44.8m | 2.7% | 336,347 |  | Added +229,079 |
| [Dyne Therapeutics, Inc. (DYN)](/companies/dyn.md) | 26818M108 | $42.7m | 2.6% | 1,922,093 |  | Added +513,941 |
| [Dianthus Therapeutics Inc (DNTH)](/companies/dnth.md) | 252828108 | $40.9m | 2.5% | 420,002 |  | Reduced −3,980 |
| [BIOAGE Labs Inc (BIOA)](/companies/bioa.md) | 09077V100 | $40.9m | 2.5% | 1,667,661 |  | New +1,667,661 |
| Urogen Pharma Ltd | M96088105 | $34.3m | 2.1% | 933,415 |  | Reduced −10,388 |
| [MoonLake Immunotherapeutics (MLTX)](/companies/mltx.md) | 61559X104 | $31.3m | 1.9% | 1,606,967 |  | Reduced −204,115 |
| [Palvella Therapeutics Inc (PVLA)](/companies/pvla.md) | 697947109 | $31.2m | 1.9% | 204,027 |  | Reduced −2,377 |
| [Taysha Gene Therapies, Inc. (TSHA)](/companies/tsha.md) | 877619106 | $30.6m | 1.9% | 4,500,000 |  | New +4,500,000 |
| [Syndax Pharmaceuticals Inc (SNDX)](/companies/sndx.md) | 87164F105 | $29.2m | 1.8% | 1,333,523 |  | Reduced −7,210 |
| [Monte Rosa Therapeutics Inc (GLUE)](/companies/glue.md) | 61225M102 | $28.1m | 1.7% | 1,161,081 |  | Reduced −15,847 |
| Zura Bio Ltd. | G9TY5A101 | $26.4m | 1.6% | 4,472,843 |  | New +4,472,843 |
| [Natera Inc (NTRA)](/companies/ntra.md) | 632307104 | $25.1m | 1.5% | 92,638 |  | Reduced −436 |
| [Stoke Therapeutics Inc (STOK)](/companies/stok.md) | 86150R107 | $23.7m | 1.4% | 723,314 |  | Reduced −43,724 |
| [Adlai Nortye Ltd (ANL)](/companies/anl.md) | 00704R109 | $22.3m | 1.4% | 1,936,291 |  | New +1,936,291 |
| [Belite Bio Inc (BLTE)](/companies/blte.md) | 07782B104 | $21.1m | 1.3% | 137,208 |  | Added +49,163 |
| Forte Biosciences, Inc. | 34962G208 | $21.0m | 1.3% | 987,448 |  | Reduced −13,234 |
| [Oric Pharmaceuticals Inc (ORIC)](/companies/oric.md) | 68622P109 | $20.4m | 1.2% | 1,882,162 |  | Added +78,217 |
| [Tarsus Pharmaceuticals Inc (TARS)](/companies/tars.md) | 87650L103 | $20.3m | 1.2% | 322,007 |  | Reduced −7,743 |
| [Annexon Inc (ANNX)](/companies/annx.md) | 03589W102 | $20.2m | 1.2% | 3,544,354 |  | New +3,544,354 |
| [Bright Minds Biosciences Inc (DRUG)](/companies/drug.md) | 10919W405 | $14.2m | 0.9% | 202,114 |  | Reduced −10,061 |
| [Entrada Therapeutics, Inc. (TRDA)](/companies/trda.md) | 29384C108 | $9.2m | 0.6% | 1,253,053 |  | New +1,253,053 |
| [Aclaris Therapeutics Inc (ACRS)](/companies/acrs.md) | 00461U105 | $5.5m | 0.3% | 1,042,467 |  | Added +650,549 |
| [Context Therapeutics Inc (CNTX)](/companies/cntx.md) | 21077P108 | $719.5k | <0.1% | 1,299,046 |  | Reduced −9,380,345 |
| [Werewolf Therapeutics, Inc. (HOWL)](/companies/howl.md) | 95075A107 | $28.9k | <0.1% | 80,142 |  | Reduced −1,128,668 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [Agios Pharmaceuticals Inc (AGIO)](/companies/agio.md) | Common | $0 | 0.0% | 0 |  | Sold out −1,306,261 |
| [Allogene Therapeutics, Inc. (ALLO)](/companies/allo.md) | Common | $0 | 0.0% | 0 |  | Sold out −2,242,933 |
| [Arcutis Biotherapeutics Inc (ARQT)](/companies/arqt.md) | Common | $0 | 0.0% | 0 |  | Sold out −733,966 |
| [Climb Bio Inc (CLYM)](/companies/clym.md) | Common | $0 | 0.0% | 0 |  | Sold out −2,593,439 |
| [Corvus Pharmaceuticals Inc (CRVS)](/companies/crvs.md) | Common | $0 | 0.0% | 0 |  | Sold out −1,674,875 |
| [Cytokinetics Inc (CYTK)](/companies/cytk.md) | Common | $0 | 0.0% | 0 |  | Sold out −500,000 |
| enGene Holdings, Inc. | Common | $0 | 0.0% | 0 |  | Sold out −1,845,373 |
| [Evommune Inc (EVMN)](/companies/evmn.md) | Common | $0 | 0.0% | 0 |  | Sold out −1,455,863 |
| [Viridian Therapeutics Inc (VRDN)](/companies/vrdn.md) | Common | $0 | 0.0% | 0 |  | Sold out −649,873 |
| [Xenon Pharmaceuticals Inc (XENE)](/companies/xene.md) | Common | $0 | 0.0% | 0 |  | Sold out −588,706 |
| [Zymeworks, Inc. (ZYME)](/companies/zyme.md) | Common | $0 | 0.0% | 0 |  | Sold out −565,249 |

Source: SEC EDGAR, Form 13F-HR, accession 0001193125-26-352199. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.