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MPM Bioimpact LLC

CIK 1687078 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

MPM Bioimpact LLC reported 37 US-listed holdings worth $1.64 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Cullinan Therapeutics Inc. (10.8%), Aktis Oncology Inc. (9.5%) and Liquidia Corp. (6.7%). Against the quarter before, it opened 7 positions, added to 7, trimmed 22 and sold out of 11.

Reported holdings$1.64B+26.6% on Q1 2026
Positions37-4 on Q1 2026
The largest ten55.3%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toHeldTrimmed
CGEM10.8%AKTS9.5%LQDA6.7%RVMD5.6%CORT4.1%EWTX4.0%TVTX3.9%DBVT3.7%TRVI3.5%ALMS3.5%QURE3.4%RARE2.9%RLAY2.8%ABVX2.7%23 more32.9%

The 14 largest of its 37 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $666.6 million in 43 positions$667MQ3 24Q4 2024: $704.4 million in 47 positions$704MQ4 24Q1 2025: $581.7 million in 43 positions$582MQ1 25Q2 2025: $577.2 million in 44 positions$577MQ2 25Q3 2025: $610.9 million in 40 positions$611MQ3 25Q4 2025: $874.0 million in 38 positions$874MQ4 25Q1 2026: $1.29 billion in 41 positions$1.29BQ1 26Q2 2026: $1.64 billion in 37 positions$1.64BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 7Added 7Held 1Trimmed 22Sold out 11
Opened: 7Added: 7Held: 1Trimmed: 22Sold out: 11

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 7

  1. Ultragenyx Pharmaceutical in RARE$47.4 million
  2. Bioage Labs Inc. BIOA$40.9 million
  3. Taysha Gene Therapies Inc. TSHA$30.6 million
  4. Zura Bio Ltd ZURA$26.4 million
  5. Adlai Nortye Ltd ANL$22.3 million
  6. Annexon Inc. ANNX$20.2 million
  7. Entrada Therapeutics Inc. TRDA$9.2 million

Added to 7

  1. Cullinan Therapeutics Inc. CGEM+2.1 million shares · +27%
  2. Abivax SA ABVX+229,079 shares · +214%
  3. Dyne Therapeutics Inc. DYN+513,941 shares · +36%
  4. Belite Bio Inc. BLTE+49,163 shares · +56%
  5. Aclaris Therapeutics Inc. ACRS+650,549 shares · +166%
  6. Relay Therapeutics Inc. RLAY+56,086 shares · +2%
  7. Oric Pharmaceuticals Inc. ORIC+78,217 shares · +4%

Trimmed 22

  1. DBV Technologies S A DBVT-1.5 million shares · -30%
  2. Corcept Therapeutics Inc. CORT-214,672 shares · -22%
  3. Alumis Inc. ALMS-367,509 shares · -15%
  4. Uniqure NV QURE-143,376 shares · -10%
  5. Context Therapeutics Inc. CNTX-9.4 million shares · -88%
  6. Trevi Therapeutics Inc. TRVI-224,853 shares · -7%
  7. Moonlake Immunotherapeutics MLTX-204,115 shares · -11%
  8. Revolution Medicines, Inc. RVMD-14,293 shares · -3%

and 14 more in the table below

Sold out of 11

  1. Agios Pharmaceuticals Inc. AGIO$44.2 million last quarter
  2. Xenon Pharmaceuticals Inc. XENE$34.2 million last quarter
  3. Evommune Inc. EVMN$33.5 million last quarter
  4. Cytokinetics Inc. CYTK$33.0 million last quarter
  5. Corvus Pharmaceuticals Inc. CRVS$24.5 million last quarter
  6. Eliem Therapeutics Inc. CLYM$17.8 million last quarter
  7. Arcutis Biotherapeutics Inc. ARQT$17.3 million last quarter
  8. Zymeworks Inc. ZYME$14.2 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Cullinan Therapeutics Inc. CGEM9,731,341$177.2 million10.81%+2,083,073
Aktis Oncology Inc. AKTS4,835,872$155.9 million9.50%no change
Liquidia Corp. LQDA1,386,174$110.5 million6.74%-18,984
Revolution Medicines, Inc. RVMD492,483$92.2 million5.62%-14,293
Corcept Therapeutics Inc. CORT771,028$67.0 million4.09%-214,672
Edgewise Therapeutics Inc. EWTX1,620,780$65.9 million4.02%-39,916
Travere Therapeutics Inc. TVTX1,122,731$63.8 million3.89%-10,634
DBV Technologies S A DBVT3,666,284$60.1 million3.67%-1,547,077
Trevi Therapeutics Inc. TRVI3,073,577$57.3 million3.50%-224,853
Alumis Inc. ALMS2,019,020$56.8 million3.46%-367,509
Uniqure NV QURE1,225,855$56.5 million3.44%-143,376
Ultragenyx Pharmaceutical in RARE1,418,215$47.4 million2.89%new
Relay Therapeutics Inc. RLAY2,415,672$45.2 million2.76%+56,086
Abivax SA ABVX336,347$44.8 million2.73%+229,079
Dyne Therapeutics Inc. DYN1,922,093$42.7 million2.60%+513,941
Dianthus Therapeutics Inc. DNTH420,002$40.9 million2.50%-3,980
Bioage Labs Inc. BIOA1,667,661$40.9 million2.49%new
Urogen Pharma Ltd URGN933,415$34.3 million2.09%-10,388
Moonlake Immunotherapeutics MLTX1,606,967$31.3 million1.91%-204,115
Palvella Therapeutics Inc. Ne PVLA204,027$31.2 million1.90%-2,377
Taysha Gene Therapies Inc. TSHA4,500,000$30.6 million1.87%new
Syndax Pharmaceuticals Inc. SNDX1,333,523$29.2 million1.78%-7,210
Monte Rosa Therapeutics Inc. GLUE1,161,081$28.1 million1.71%-15,847
Zura Bio Ltd ZURA4,472,843$26.4 million1.61%new
Natera Inc Com NTRA92,638$25.1 million1.53%-436
Stoke Therapeutics Inc. STOK723,314$23.7 million1.44%-43,724
Adlai Nortye Ltd ANL1,936,291$22.3 million1.36%new
Belite Bio Inc. BLTE137,208$21.1 million1.29%+49,163
Forte Biosciences Inc. FBRX987,448$21.0 million1.28%-13,234
Oric Pharmaceuticals Inc. ORIC1,882,162$20.4 million1.24%+78,217
Tarsus Pharmaceuticals Inc. TARS322,007$20.3 million1.24%-7,743
Annexon Inc. ANNX3,544,354$20.2 million1.23%new
Bright Minds Biosciences Inc. DRUG202,114$14.2 million0.87%-10,061
Entrada Therapeutics Inc. TRDA1,253,053$9.2 million0.56%new
Aclaris Therapeutics Inc. ACRS1,042,467$5.5 million0.34%+650,549
Context Therapeutics Inc. CNTX1,299,046$719,5420.04%-9,380,345
Werewolf Therapeutics Inc. HOWL80,142$28,8510.00%-1,128,668
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 11 it sold out of are in the box above.