MPM Oncology Impact Management LP
13F Reported Value
ⓘ$1.3B
Holdings
41
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
MPM Oncology Impact Management LP disclosed 41 positions worth $1.3B in its Form 13F-HR for Q1 2026, led by $DBVT (DBV Technologies S.A.) at 8.4% of the equity portfolio, followed by $CGEM and $AKTS. During the quarter the fund opened 11 new positions and exited 8 — including a new stake in $AKTS and a full exit from $MDGL. The portfolio is most concentrated in Healthcare (100.0% of disclosed assets). All figures are sourced directly from MPM Oncology Impact Management LP’s Form 13F-HR filing with the SEC under CIK 1687078.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 6.1#2,860
Quality
$108.9M5,213,361 sh - —
Quality
$108.7M7,648,268 sh - —
Quality
$86.5M4,835,872 sh - 37.4
Quality
$53.0M1,405,158 sh - 9.2
Quality
$52.6M2,386,529 sh - —
Quality
$52.3M1,660,696 sh - —
Quality
$49.3M506,776 sh - 26.3
Quality
$44.2M1,306,261 sh - 55.4
Quality
$39.7M985,700 sh - —
Quality
$39.4M3,298,430 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 DBV Technologies S.A.$DBVT | 6.1#2,860 | $108.9M | 5,213,361 |
 Cullinan Therapeutics, Inc.$CGEM | — | $108.7M | 7,648,268 |
 Aktis Oncology, Inc.$AKTS | — | $86.5M | 4,835,872 |
 Liquidia Corp$LQDA | 37.4 | $53.0M | 1,405,158 |
 ALUMIS INC.$ALMS | 9.2 | $52.6M | 2,386,529 |
 Edgewise Therapeutics, Inc.$EWTX | — | $52.3M | 1,660,696 |
 Revolution Medicines, Inc.$RVMD | — | $49.3M | 506,776 |
 AGIOS PHARMACEUTICALS, INC.$AGIO | 26.3 | $44.2M | 1,306,261 |
 CORCEPT THERAPEUTICS INC$CORT | 55.4 | $39.7M | 985,700 |
 Trevi Therapeutics, Inc.$TRVI | — | $39.4M | 3,298,430 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MPM Oncology Impact Management LP's 41 positions.
Showing top 10 of 41 holdings.
Sector Allocation
Healthcare
$1.3B
Full Holdings — MPM Oncology Impact Management LP (Q1 2026)
All 41 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $DBVT | DBV Technologies S.A. | $108.9M | 8.4% | +423% | 6.1 |
| 2 | $CGEM | Cullinan Therapeutics, Inc. | $108.7M | 8.4% | +0% | — |
| 3 | $AKTS | Aktis Oncology, Inc. | $86.5M | 6.7% | NEW | — |
| 4 | $LQDA | Liquidia Corp | $53.0M | 4.1% | +0% | 37.4 |
| 5 | $ALMS | ALUMIS INC. | $52.6M | 4.1% | -1% | 9.2 |
| 6 | $EWTX | Edgewise Therapeutics, Inc. | $52.3M | 4.0% | +0% | — |
| 7 | $RVMD | Revolution Medicines, Inc. | $49.3M | 3.8% | +0% | — |
| 8 | $AGIO | AGIOS PHARMACEUTICALS, INC. | $44.2M | 3.4% | +0% | 26.3 |
| 9 | $CORT | CORCEPT THERAPEUTICS INC | $39.7M | 3.1% | NEW | 55.4 |
| 10 | $TRVI | Trevi Therapeutics, Inc. | $39.4M | 3.0% | +0% | — |
| 11 |  $DNTH | Dianthus Therapeutics, Inc. /DE/ | $35.6M | 2.8% | NEW | 26.8 |
| 12 |  $XENE | Xenon Pharmaceuticals Inc. | $34.2M | 2.6% | +21% | 12.9 |
| 13 |  $MLTX | MoonLake Immunotherapeutics | $33.8M | 2.6% | NEW | — |
| 14 |  $TVTX | Travere Therapeutics, Inc. | $33.7M | 2.6% | NEW | 39.2 |
| 15 |  $EVMN | Evommune, Inc. | $33.5M | 2.6% | +1188% | — |
| 16 |  $CYTK | CYTOKINETICS INC | $33.0M | 2.5% | NEW | 28 |
| 17 |  $SNDX | Syndax Pharmaceuticals Inc | $31.3M | 2.4% | +0% | 30 |
| 18 |  $CNTX | Context Therapeutics Inc. | $28.0M | 2.2% | +0% | — |
| 19 |  $FBRX | Forte Biosciences, Inc. | $25.9M | 2.0% | NEW | — |
| 20 |  $PVLA | PALVELLA THERAPEUTICS, INC. | $25.7M | 2.0% | +0% | — |
| 21 |  $DYN | Dyne Therapeutics, Inc. | $25.5M | 2.0% | +0% | — |
| 22 |  $STOK | Stoke Therapeutics, Inc. | $25.0M | 1.9% | -0% | 53.4 |
| 23 |  $CRVS | Corvus Pharmaceuticals, Inc. | $24.5M | 1.9% | -39% | — |
| 24 |  $RLAY | Relay Therapeutics, Inc. | $23.5M | 1.8% | +6% | 12.7 |
| 25 |  $TARS | Tarsus Pharmaceuticals, Inc. | $23.1M | 1.8% | +0% | 40.8 |
| 26 |  $ORIC | Oric Pharmaceuticals, Inc. | $22.9M | 1.8% | +0% | — |
| 27 |  $QURE | uniQure N.V. | $22.4M | 1.7% | -1% | — |
| 28 |  $GLUE | Monte Rosa Therapeutics, Inc. | $19.4M | 1.5% | +0% | 18.1 |
| 29 |  $NTRA | Natera, Inc. | $18.6M | 1.4% | -1% | 46.4 |
| 30 |  $CLYM | Climb Bio, Inc. | $17.8M | 1.4% | -3% | — |
| 31 |  $ARQT | Arcutis Biotherapeutics, Inc. | $17.3M | 1.3% | +38% | 41.2 |
| 32 |  $URGN | UroGen Pharma Ltd. | $17.0M | 1.3% | +0% | — |
| 33 |  $DRUG | BRIGHT MINDS BIOSCIENCES INC. | $15.5M | 1.2% | -8% | — |
| 34 |  $ZYME | Zymeworks Inc. | $14.2M | 1.1% | NEW | 27.2 |
| 35 |  $BLTE | BELITE BIO, INC | $14.0M | 1.1% | +0% | — |
| 36 |  $VRDN | Viridian Therapeutics, Inc.\DE | $12.7M | 1.0% | NEW | 30.5 |
| 37 |  $ENGN | enGene Therapeutics Inc. | $12.6M | 1.0% | +0% | — |
| 38 |  $ABVX | Abivax S.A. | $11.9M | 0.9% | +90% | — |
| 39 |  $ALLO | Allogene Therapeutics, Inc. | $5.5M | 0.4% | NEW | — |
| 40 |  $ACRS | Aclaris Therapeutics, Inc. | $1.5M | 0.1% | NEW | 9.2 |
| 41 |  $HOWL | Werewolf Therapeutics, Inc. | $1.0M | 0.1% | -13% | — |
New Positions (11)
$AKTS Aktis Oncology, Inc.$86.5M$CORT CORCEPT THERAPEUTICS INC$39.7M$DNTH Dianthus Therapeutics, Inc. /DE/$35.6M$MLTX MoonLake Immunotherapeutics$33.8M$TVTX Travere Therapeutics, Inc.$33.7M$CYTK CYTOKINETICS INC$33.0M$FBRX Forte Biosciences, Inc.$25.9M$ZYME Zymeworks Inc.$14.2M$VRDN Viridian Therapeutics, Inc.\DE$12.7M$ALLO Allogene Therapeutics, Inc.$5.5M$ACRS Aclaris Therapeutics, Inc.$1.5M
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