CIK: 0001687078
Total reported value
$1.3B
Reporting period: 2026-03-31 · Number of holdings: 41
MPM BIOIMPACT LLC disclosed 41 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.3B and a quarterly turnover rate of 71.6%.
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Mpm Bioimpact LLC's disclosed holdings carry a Herfindahl concentration index of 0.038 — mathematically equivalent to about 26 equally-sized positions, close to its 41 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.76), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 11% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add DBVT
+423.0% $89.8M
Add EVMN
+1188.1% $31.5M
Trim QURE
-0.9% -$10.7M
Trim TRVI
+0.3% -$1.8M
Trim LQDA
+0.3% $4.7M
Add ALMS
-0.6% $29.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DBVT | Dbv Technologies Sa-spon Adr | Stock-Other | 8.41% | +6.22% | +423.00% | |
| 2 | CGEM | Cullinan Therapeutics INC | Stock-Other | 8.39% | -0.67% | — | |
| 3 | AKTS | Aktis Oncology INC | Stock-Other | 6.68% | +6.68% | NEW | |
| 4 | LQDA | Liquidia CORP | Stock-Other | 4.10% | -1.43% | +0.31% | |
| 5 | ALMS | Alumis INC | Stock-Other | 4.06% | +1.38% | -0.64% | |
| 6 | EWTX | Edgewise Therapeutics INC | Stock-Other | 4.04% | -0.66% | +0.33% | |
| 7 | RVMD | Revolution Medicines INC | Stock-Healthcare | 3.81% | -0.80% | +0.22% | |
| 8 | AGIO | Agios Pharmaceuticals INC | Stock-Other | 3.41% | -0.65% | +0.22% | |
| 9 | CORT | Corcept Therapeutics INC | Stock-Healthcare | 3.07% | +3.07% | NEW | |
| 10 | TRVI | Trevi Therapeutics INC | Stock-Other | 3.04% | -1.67% | +0.35% | |
| 11 | DNTH | Dianthus Therapeutics INC | Stock-Other | 2.75% | +2.75% | NEW | |
| 12 | XENE | Xenon Pharmaceuticals INC | Stock-Other | 2.64% | +0.15% | +21.23% | |
| 13 | MLTX | Moonlake Immunotherapeutics | Stock-Other | 2.61% | +2.61% | NEW | |
| 14 | TVTX | Travere Therapeutics INC | Stock-Other | 2.60% | +2.60% | NEW | |
| 15 | EVMN | Evommune INC | Stock-Other | 2.58% | +2.36% | +1188.12% | |
| 16 | CYTK | Cytokinetics INC | Stock-Healthcare | 2.54% | +2.54% | NEW | |
| 17 | SNDX | Syndax Pharmaceuticals INC | Stock-Other | 2.42% | -0.80% | +0.23% | |
| 18 | CNTX | Context Therapeutics INC | Stock-Other | 2.16% | +0.36% | — | |
| 19 | FBRX | Forte Biosciences INC | Stock-Other | 2.00% | +2.00% | NEW | |
| 20 | PVLA | Palvella Therapeutics INC | Stock-Other | 1.99% | -0.47% | +0.32% | |
| 21 | DYN | Dyne Therapeutics INC | Stock-Other | 1.97% | -1.18% | +0.20% | |
| 22 | STOK | Stoke Therapeutics INC | Stock-Other | 1.93% | -0.87% | -0.42% | |
| 23 | CRVS | Corvus Pharmaceuticals INC | Stock-Other | 1.89% | -0.53% | -38.95% | |
| 24 | RLAY | Relay Therapeutics INC | Stock-Other | 1.81% | -0.35% | +5.69% | |
| 25 | TARS | Tarsus Pharmaceuticals INC | Stock-Other | 1.79% | -1.29% | +0.27% | |
| 26 | ORIC | Oric Pharmaceuticals INC | Stock-Other | 1.77% | +0.09% | +0.29% | |
| 27 | QURE | uniQure N.V. | Stock-Other | 1.73% | -2.05% | -0.90% | |
| 28 | GLUE | Monte Rosa Therapeutics INC | Stock-Other | 1.50% | -0.61% | +0.30% | |
| 29 | NTRA | Natera INC | Stock-Healthcare | 1.44% | -1.01% | -0.51% | |
| 30 | CLYM | Climb Bio INC | Stock-Other | 1.37% | +0.15% | -2.92% | |
| 31 | ARQT | Arcutis Biotherapeutics INC | Stock-Other | 1.34% | -0.43% | +38.17% | |
| 32 | URGN | UroGen Pharma Ltd. | Stock-Other | 1.31% | -1.21% | +0.26% | |
| 33 | DRUG | Bright Minds Biosciences INC | Stock-Other | 1.20% | -0.86% | -7.81% | |
| 34 | ZYME | Zymeworks INC | Stock-Other | 1.09% | +1.09% | NEW | |
| 35 | BLTE | Belite Bio INC - Adr | Stock-Other | 1.08% | -0.53% | +0.32% | |
| 36 | VRDN | Viridian Therapeutics INC | Stock-Other | 0.98% | +0.98% | NEW | |
| 37 | ✓ | Engene Holdings INC | Stock-Other | 0.97% | -0.93% | +0.24% | |
| 38 | ABVX | Abivax Sa-adr | Stock-Other | 0.92% | +0.05% | +90.48% | |
| 39 | ALLO | Allogene Therapeutics INC | Stock-Other | 0.42% | +0.42% | NEW | |
| 40 | ACRS | Aclaris Therapeutics INC | Stock-Other | 0.11% | +0.11% | NEW | |
| 41 | HOWL | Werewolf Therapeutics INC | Stock-Other | 0.08% | -0.02% | -13.26% |
Performance for Q3 2026
+24.1%
Performance Last 4 Quarters
+113.8%
Based on 83% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 41 | $1.3B | 72 | |
| 2025-12-31 | 38 | $874.0M | 97 | |
| 2025-09-30 | 40 | $610.9M | 75 | |
| 2025-06-30 | 44 | $577.2M | 0 | |
| 2025-03-31 | 43 | $581.7M | 100 | |
| 2024-12-31 | 47 | $704.4M | 0 | |
| 2024-09-30 | 43 | $666.6M | 0 | |
| 2024-06-30 | 44 | $643.5M | 0 | |
| 2024-03-31 | 38 | $622.0M | 0 | |
| 2023-12-31 | 32 | $427.4M | 0 | |
| 2023-09-30 | 32 | $374.6M | 0 | |
| 2023-06-30 | 34 | $496.6M | 0 | |
| 2023-03-31 | 31 | $384.9M | 0 | |
| 2022-12-31 | 33 | $385.5M | 0 | |
| 2022-09-30 | 38 | $422.2M | 0 | |
| 2022-06-30 | 37 | $360.0M | 0 | |
| 2022-03-31 | 37 | $372.6M | 0 | |
| 2021-12-31 | 33 | $548.5M | 0 | |
| 2021-09-30 | 33 | $644.7M | 0 | |
| 2021-06-30 | 14 | $608.7M | 100 | |
| 2021-03-31 | 13 | $795.9M | 72 | |
| 2020-12-31 | 13 | $569.4M | 38 | |
| 2020-09-30 | 12 | $415.1M | 32 | |
| 2020-06-30 | 11 | $376.1M | 84 | |
| 2020-03-31 | 10 | $163.7M | 66 | |
| 2019-12-31 | 12 | $282.2M | 0 |
Mpm Bioimpact LLC's most significant position changes for 2026-03-31: New buy: Aktis Oncology INC (AKTS); Sold out: Madrigal Pharmaceuticals INC (MDGL); New buy: Corcept Therapeutics INC (CORT); New buy: Dianthus Therapeutics INC (DNTH); New buy: Moonlake Immunotherapeutics (MLTX).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DBVT | Dbv Technologies Sa-spon Adr | +6.2% | +423.00% | Add |
| 2 | EVMN | Evommune INC | +2.4% | +1188.12% | Add |
| 3 | ALMS | Alumis INC | +1.4% | -0.64% | Trim |
| 4 | CNTX | Context Therapeutics INC | +0.4% | — | Unchanged |
| 5 | XENE | Xenon Pharmaceuticals INC | +0.2% | +21.23% | Add |
| 6 | CLYM | Climb Bio INC | +0.2% | -2.92% | Trim |
| 7 | ORIC | Oric Pharmaceuticals INC | +0.1% | +0.29% | Add |
| 8 | ABVX | Abivax Sa-adr | +0.1% | +90.48% | Add |
| 9 | HOWL | Werewolf Therapeutics INC | 0% | -13.26% | Trim |
| 10 | RLAY | Relay Therapeutics INC | -0.4% | +5.69% | Add |
| 11 | ARQT | Arcutis Biotherapeutics INC | -0.4% | +38.17% | Add |
| 12 | PVLA | Palvella Therapeutics INC | -0.5% | +0.32% | Add |
| 13 | CRVS | Corvus Pharmaceuticals INC | -0.5% | -38.95% | Trim |
| 14 | BLTE | Belite Bio INC - Adr | -0.5% | +0.32% | Add |
| 15 | GLUE | Monte Rosa Therapeutics INC | -0.6% | +0.30% | Add |
| 16 | AGIO | Agios Pharmaceuticals INC | -0.7% | +0.22% | Add |
| 17 | EWTX | Edgewise Therapeutics INC | -0.7% | +0.33% | Add |
| 18 | CGEM | Cullinan Therapeutics INC | -0.7% | — | Unchanged |
| 19 | RVMD | Revolution Medicines INC | -0.8% | +0.22% | Add |
| 20 | SNDX | Syndax Pharmaceuticals INC | -0.8% | +0.23% | Add |
| 21 | DRUG | Bright Minds Biosciences INC | -0.9% | -7.81% | Trim |
| 22 | STOK | Stoke Therapeutics INC | -0.9% | -0.42% | Trim |
| 23 | ✓ | Engene Holdings INC | -0.9% | +0.24% | Add |
| 24 | NTRA | Natera INC | -1% | -0.51% | Trim |
| 25 | DYN | Dyne Therapeutics INC | -1.2% | +0.20% | Add |
| 26 | URGN | UroGen Pharma Ltd. | -1.2% | +0.26% | Add |
| 27 | TARS | Tarsus Pharmaceuticals INC | -1.3% | +0.27% | Add |
| 28 | LQDA | Liquidia CORP | -1.4% | +0.31% | Add |
| 29 | TRVI | Trevi Therapeutics INC | -1.7% | +0.35% | Add |
| 30 | QURE | uniQure N.V. | -2.1% | -0.90% | Trim |
| 31 | AKTS | Aktis Oncology INC | — | NEW | New buy |
| 32 | MDGL | Madrigal Pharmaceuticals INC | — | EXIT | Sold out |
| 33 | CORT | Corcept Therapeutics INC | — | NEW | New buy |
| 34 | DNTH | Dianthus Therapeutics INC | — | NEW | New buy |
| 35 | MLTX | Moonlake Immunotherapeutics | — | NEW | New buy |
| 36 | TVTX | Travere Therapeutics INC | — | NEW | New buy |
| 37 | CYTK | Cytokinetics INC | — | NEW | New buy |
| 38 | PTCT | Ptc Therapeutics INC | — | EXIT | Sold out |
| 39 | FBRX | Forte Biosciences INC | — | NEW | New buy |
| 40 | PTGX | Protagonist Therapeutics INC | — | EXIT | Sold out |
| 41 | VTYXUSD | Ventyx Biosciences INC | — | EXIT | Sold out |
| 42 | ZYME | Zymeworks INC | — | NEW | New buy |
| 43 | RAPT | Rapt Therapeutics INC | — | EXIT | Sold out |
| 44 | VRDN | Viridian Therapeutics INC | — | NEW | New buy |
| 45 | RCKT | Rocket Pharmaceuticals INC | — | EXIT | Sold out |
| 46 | ALLO | Allogene Therapeutics INC | — | NEW | New buy |
| 47 | MAZE | Maze Therapeutics INC | — | EXIT | Sold out |
| 48 | SRPT | Sarepta Therapeutics INC | — | EXIT | Sold out |
| 49 | ACRS | Aclaris Therapeutics INC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-13 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-12 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-11 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-11 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-13 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-13 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-24 | Amendment | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-19 | Amendment | View on EDGAR |
| 2020-09-30 | 2020-11-13 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-12 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-13 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
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