MPM BioImpact LLC
13F Reported Value
ⓘ$1.6B
Holdings
37
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
MPM BioImpact LLC disclosed 37 positions worth $1.6B in its Form 13F-HR for Q2 2026, led by $CGEM (Cullinan Therapeutics, Inc.) at 10.8% of the equity portfolio, followed by $AKTS and $LQDA. During the quarter the fund opened 7 new positions and exited 11 — including a new stake in $RARE and a full exit from $AGIO. The portfolio is most concentrated in Healthcare (100.0% of disclosed assets). All figures are sourced directly from MPM BioImpact LLC’s Form 13F-HR filing with the SEC under CIK 1687078.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$177.2M9,731,341 sh - —
Quality
$155.9M4,835,872 sh - 78.3#56
Quality
$110.5M1,386,174 sh - —
Quality
$92.2M492,483 sh - 57.8
Quality
$67.0M771,028 sh - —
Quality
$65.9M1,620,780 sh - 56.6
Quality
$63.8M1,122,731 sh - —
Quality
$60.1M3,666,284 sh - —
Quality
$57.3M3,073,577 sh - 7.1
Quality
$56.8M2,019,020 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Cullinan Therapeutics, Inc.$CGEM | — | $177.2M | 9,731,341 |
 Aktis Oncology, Inc.$AKTS | — | $155.9M | 4,835,872 |
 Liquidia Corp$LQDA | 78.3#56 | $110.5M | 1,386,174 |
 Revolution Medicines, Inc.$RVMD | — | $92.2M | 492,483 |
 CORCEPT THERAPEUTICS INC$CORT | 57.8 | $67.0M | 771,028 |
 Edgewise Therapeutics, Inc.$EWTX | — | $65.9M | 1,620,780 |
 Travere Therapeutics, Inc.$TVTX | 56.6 | $63.8M | 1,122,731 |
 DBV Technologies S.A.$DBVT | — | $60.1M | 3,666,284 |
 Trevi Therapeutics, Inc.$TRVI | — | $57.3M | 3,073,577 |
 ALUMIS INC.$ALMS | 7.1 | $56.8M | 2,019,020 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MPM BioImpact LLC's 37 positions.
Showing top 10 of 37 holdings.
Sector Allocation
Healthcare
$1.6B
Full Holdings — MPM BioImpact LLC (Q2 2026)
All 37 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 | $CGEM | Cullinan Therapeutics, Inc. | $177.2M | 10.8% | +27% | — |
| 2 | $AKTS | Aktis Oncology, Inc. | $155.9M | 9.5% | +0% | — |
| 3 | $LQDA | Liquidia Corp | $110.5M | 6.7% | -1% | 78.3 |
| 4 | $RVMD | Revolution Medicines, Inc. | $92.2M | 5.6% | -3% | — |
| 5 | $CORT | CORCEPT THERAPEUTICS INC | $67.0M | 4.1% | -22% | 57.8 |
| 6 | $EWTX | Edgewise Therapeutics, Inc. | $65.9M | 4.0% | -2% | — |
| 7 | $TVTX | Travere Therapeutics, Inc. | $63.8M | 3.9% | -1% | 56.6 |
| 8 | $DBVT | DBV Technologies S.A. | $60.1M | 3.7% | -30% | — |
| 9 | $TRVI | Trevi Therapeutics, Inc. | $57.3M | 3.5% | -7% | — |
| 10 | $ALMS | ALUMIS INC. | $56.8M | 3.5% | -15% | 7.1 |
| 11 |  $QURE | uniQure N.V. | $56.5M | 3.4% | -10% | — |
| 12 |  $RARE | Ultragenyx Pharmaceutical Inc. | $47.4M | 2.9% | NEW | 34.2 |
| 13 |  $RLAY | Relay Therapeutics, Inc. | $45.2M | 2.8% | +2% | 19.5 |
| 14 |  $ABVX | Abivax S.A. | $44.8M | 2.7% | +214% | — |
| 15 |  $DYN | Dyne Therapeutics, Inc. | $42.7M | 2.6% | +36% | — |
| 16 |  $DNTH | Dianthus Therapeutics, Inc. /DE/ | $40.9M | 2.5% | -1% | 22.6 |
| 17 |  $BIOA | BioAge Labs, Inc. | $40.9M | 2.5% | NEW | 26.8 |
| 18 |  $URGN | UroGen Pharma Ltd. | $34.3M | 2.1% | -1% | — |
| 19 |  $MLTX | MoonLake Immunotherapeutics | $31.3M | 1.9% | -11% | — |
| 20 |  $PVLA | PALVELLA THERAPEUTICS, INC. | $31.2M | 1.9% | -1% | — |
| 21 |  $TSHA | Taysha Gene Therapies, Inc. | $30.6M | 1.9% | NEW | 4.9 |
| 22 |  $SNDX | Syndax Pharmaceuticals Inc | $29.2M | 1.8% | -1% | 33.8 |
| 23 |  $GLUE | Monte Rosa Therapeutics, Inc. | $28.1M | 1.7% | -1% | 30.3 |
| 24 |  $ZURA | Zura Bio Ltd | $26.4M | 1.6% | NEW | — |
| 25 |  $NTRA | Natera, Inc. | $25.1M | 1.5% | -0% | 53.5 |
| 26 |  $STOK | Stoke Therapeutics, Inc. | $23.7M | 1.4% | -6% | 24.9 |
| 27 |  $ANL | Adlai Nortye Group Ltd. | $22.3M | 1.4% | NEW | — |
| 28 |  $BLTE | BELITE BIO, INC | $21.1M | 1.3% | +56% | — |
| 29 |  $FBRX | Forte Biosciences, Inc. | $21.0M | 1.3% | -1% | — |
| 30 |  $ORIC | Oric Pharmaceuticals, Inc. | $20.4M | 1.2% | +4% | — |
| 31 |  $TARS | Tarsus Pharmaceuticals, Inc. | $20.3M | 1.2% | -2% | 55 |
| 32 |  $ANNX | Annexon, Inc. | $20.2M | 1.2% | NEW | — |
| 33 |  $DRUG | BRIGHT MINDS BIOSCIENCES INC. | $14.2M | 0.9% | -5% | — |
| 34 |  $TRDA | Entrada Therapeutics, Inc. | $9.2M | 0.6% | NEW | 7.3 |
| 35 |  $ACRS | Aclaris Therapeutics, Inc. | $5.5M | 0.3% | +166% | 12 |
| 36 |  $CNTX | Context Therapeutics Inc. | $719,542 | 0.0% | -88% | — |
| 37 |  $HOWL | Werewolf Therapeutics, Inc. | $28,851 | 0.0% | -93% | — |
New Positions (7)
Exited Positions (11)
$AGIO AGIOS PHARMACEUTICALS, INC.
$XENE Xenon Pharmaceuticals Inc.
$EVMN Evommune, Inc.
$CYTK CYTOKINETICS INC
$CRVS Corvus Pharmaceuticals, Inc.
$CLYM Climb Bio, Inc.
$ARQT Arcutis Biotherapeutics, Inc.
$ZYME Zymeworks Inc.
$VRDN Viridian Therapeutics, Inc.\DE
$ENGN enGene Therapeutics Inc.
$ALLO Allogene Therapeutics, Inc.Browse Top Institutional Investors
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