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CIK: 0001687078
Total reported value
$1.6B
$1.6B
43 檔
16.1%
The Q3 2024 SEC filing reveals that MPM BioImpact LLC held a total portfolio value of $1.6B, covering 43 public equity positions.
In Q3 2024, MPM BioImpact LLC displayed an active expansion posture, initiating 10 new positions and adding to 20 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including CGEM, INSM, OLMA) accounted for 16.1% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 19.21% | +2.42% | — | |
| 2 | INSM | Insmed Inc | Stock-Healthcare | 6.74% | — | — | |
| 3 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 4.80% | — | +0.97% | |
| 4 | RNAGBP | Avidity Biosciences Inc | Stock-Other | 4.75% | — | +451.18% | |
| 5 | CRNX | Crinetics Pharmaceuticals In | Stock-Other | 4.03% | — | -5.62% | |
| 6 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 3.67% | -0.02% | +23.83% | |
| 7 | IOVA | Iovance Biotherapeutics Inc | Stock-Other | 3.39% | — | +1.69% | |
| 8 | NTRA | Natera Inc | Stock-Healthcare | 3.37% | +0.09% | +1.31% | |
| 9 | RCKT | Rocket Pharmaceuticals Inc | Stock-Other | 2.95% | — | — | |
| 10 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 2.88% | — | +0.03% | |
| 11 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 2.75% | +2.89% | NEW | |
| 12 | 2662247D | Iteos Therapeutics Inc | Stock-Other | 2.67% | — | — | |
| 13 | MLTX | Moonlake Immunotherapeutics | Stock-Other | 2.64% | -0.70% | +1.70% | |
| 14 | LNTH | Lantheus Holdings Inc | Stock-Healthcare | 2.47% | — | +0.12% | |
| 15 | MDGL | Madrigal Pharmaceuticals Inc | Stock-Healthcare | 2.30% | — | +1.70% | |
| 16 | IRON | Disc Medicine Inc | Stock-Other | 2.30% | — | +2.00% | |
| 17 | RLAY | Relay Therapeutics Inc | Stock-Other | 2.16% | +0.95% | +59.52% | |
| 18 | TWST | Twist Bioscience CORP | Stock-Other | 2.00% | — | — | |
| 19 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 1.98% | +1.81% | +0.69% | |
| 20 | GH | Guardant Health Inc | Stock-Healthcare | 1.72% | — | -0.17% | |
| 21 | AKRO | Akero Therapeutics Inc | Stock-Other | 1.69% | — | +1.70% | |
| 22 | 4XC1 | Kalvista Pharmaceuticals Inc | Stock-Other | 1.56% | — | +1.70% | |
| 23 | CMPX | Compass Therapeutics Inc | Stock-Other | 1.56% | — | +12.72% | |
| 24 | RNAC | Cartesian Therapeutics Inc | Stock-Other | 1.52% | — | +142.37% | |
| 25 | STRO | Sutro Biopharma, Inc. | Stock-Other | 1.47% | — | -6.94% | |
| 26 | AQST | Aquestive Therapeutics Inc | Stock-Other | 1.34% | — | — | |
| 27 | JANX | Janux Therapeutics Inc | Stock-Other | 1.17% | — | — | |
| 28 | VKTX | Viking Therapeutics Inc | Stock-Healthcare | 1.15% | — | +1.70% | |
| 29 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 0.98% | -2.64% | EXIT | |
| 30 | STOK | Stoke Therapeutics Inc | Stock-Other | 0.88% | -0.49% | — | |
| 31 | RPTX | Repare Therapeutics Inc | Stock-Other | 0.85% | — | — | |
| 32 | NTLA | Intellia Therapeutics Inc | Stock-Other | 0.82% | — | -39.67% | |
| 33 | ZNTL | Zentalis Pharmaceuticals Inc | Stock-Other | 0.81% | — | +1.09% | |
| 34 | TRVI | Trevi Therapeutics Inc | Stock-Other | 0.77% | +0.46% | +1.88% | |
| 35 | WVE | Wave Life Sciences Ltd. | Stock-Other | 0.77% | — | — | |
| 36 | ARCT | Arcturus Therapeutics Holdin | Stock-Other | 0.76% | — | — | |
| 37 | HOWL | Werewolf Therapeutics Inc | Stock-Other | 0.76% | -0.08% | — | |
| 38 | ADAPY | Adaptimmune Therapeutics-adr | Stock-Other | 0.73% | — | — | |
| 39 | ALXO | Alx Oncology Holdings Inc | Stock-Other | 0.66% | — | +10.50% | |
| 40 | PTCT | Ptc Therapeutics Inc | Stock-Healthcare | 0.50% | — | — | |
| 41 | ETNBGBP | 89bio Inc | Stock-Other | 0.37% | — | -70.58% | |
| 42 | RGNX | Regenxbio Inc | Stock-Other | 0.08% | — | -91.02% | |
| 43 | SLDB | Solid Biosciences Inc | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RNAGBP | Avidity Biosciences Inc | +4% | +451.18% | Add |
| 2 | RCKT | Rocket Pharmaceuticals Inc | +3% | NEW | New buy |
| 3 | TWST | Twist Bioscience CORP | +2% | NEW | New buy |
| 4 | EWTX | Edgewise Therapeutics Inc | +1.6% | +23.83% | Add |
| 5 | AQST | Aquestive Therapeutics Inc | +1.3% | NEW | New buy |
| 6 | JANX | Janux Therapeutics Inc | +1.2% | NEW | New buy |
| 7 | XENE | Xenon Pharmaceuticals Inc | +1% | NEW | New buy |
| 8 | STOK | Stoke Therapeutics Inc | +0.9% | NEW | New buy |
| 9 | RLAY | Relay Therapeutics Inc | +0.9% | +59.52% | Add |
| 10 | CMPX | Compass Therapeutics Inc | +0.8% | +12.72% | Add |
| 11 | WVE | Wave Life Sciences Ltd. | +0.8% | NEW | New buy |
| 12 | ARCT | Arcturus Therapeutics Holdin | +0.8% | NEW | New buy |
| 13 | LNTH | Lantheus Holdings Inc | +0.6% | +0.12% | Add |
| 14 | PTCT | Ptc Therapeutics Inc | +0.5% | NEW | New buy |
| 15 | IOVA | Iovance Biotherapeutics Inc | +0.4% | +1.69% | Add |
| 16 | NTRA | Natera Inc | +0.4% | +1.31% | Add |
| 17 | RNAC | Cartesian Therapeutics Inc | +0.4% | +142.37% | Add |
| 18 | OLMA | Olema Pharmaceuticals Inc | +0.3% | +0.97% | Add |
| 19 | INSM | Insmed Inc | +0.3% | — | Unchanged |
| 20 | RARE | Ultragenyx Pharmaceutical In | +0.3% | -13.35% | Trim |
| 21 | MLTX | Moonlake Immunotherapeutics | +0.3% | +1.70% | Add |
| 22 | AKRO | Akero Therapeutics Inc | +0.3% | +1.70% | Add |
| 23 | MIRM | Mirum Pharmaceuticals Inc | +0.3% | +0.03% | Add |
| 24 | RVMD | Revolution Medicines Inc | +0.2% | +0.69% | Add |
| 25 | VKTX | Viking Therapeutics Inc | +0.2% | +1.70% | Add |
| 26 | IRON | Disc Medicine Inc | +0.2% | +2.00% | Add |
| 27 | CRNX | Crinetics Pharmaceuticals In | +0.2% | -5.62% | Trim |
| 28 | STRO | Sutro Biopharma, Inc. | +0.1% | -6.94% | Trim |
| 29 | TRVI | Trevi Therapeutics Inc | +0.1% | +1.88% | Add |
| 30 | RPTX | Repare Therapeutics Inc | 0% | — | Unchanged |
| 31 | SLDB | Solid Biosciences Inc | 0% | NEW | New buy |
| 32 | ADAPY | Adaptimmune Therapeutics-adr | 0% | — | Unchanged |
| 33 | ALLKGUSD | Allakos Inc | -0.1% | EXIT | Sold out |
| 34 | 4XC1 | Kalvista Pharmaceuticals Inc | -0.1% | +1.70% | Add |
| 35 | ZNTL | Zentalis Pharmaceuticals Inc | -0.1% | +1.09% | Add |
| 36 | HOWL | Werewolf Therapeutics Inc | -0.2% | — | Unchanged |
| 37 | ✓ | Verve Therapeutics Inc | -0.5% | EXIT | Sold out |
| 38 | GH | Guardant Health Inc | -0.5% | -0.17% | Trim |
| 39 | NTLA | Intellia Therapeutics Inc | -0.7% | -39.67% | Trim |
| 40 | ✓ | Immatics NV | -0.8% | EXIT | Sold out |
| 41 | MDGL | Madrigal Pharmaceuticals Inc | -0.8% | +1.70% | Add |
| 42 | RGNX | Regenxbio Inc | -0.9% | -91.02% | Trim |
| 43 | ETNBGBP | 89bio Inc | -1% | -70.58% | Trim |
| 44 | SRRK | Scholar Rock Holding CORP | -1.3% | EXIT | Sold out |
| 45 | 2662247D | Iteos Therapeutics Inc | -1.4% | — | Unchanged |
| 46 | ALXO | Alx Oncology Holdings Inc | -1.4% | +10.50% | Add |
| 47 | FULC | Fulcrum Therapeutics Inc | -1.4% | EXIT | Sold out |
| 48 | ✓ | Hillevax Inc | -1.5% | EXIT | Sold out |
| 49 | CGEM | Cullinan Therapeutics Inc | -1.5% | — | Unchanged |
| 50 | AXSM | Axsome Therapeutics Inc | -1.7% | EXIT | Sold out |
According to official SEC Form 13F filings, MPM BioImpact LLC reported a total U.S. public equity portfolio value of $1.6B across 43 disclosed positions in Q3 2024.
During Q3 2024, MPM BioImpact LLC's top holdings by market value included CGEM (19.2%)、INSM (6.7%)、OLMA (4.8%). The largest single position, CGEM, represented 19.2% of total portfolio value.
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Top New Position Initiated
RCKT
市值: $19.7M
Top Position Liquidated / Trimmed
ALKS
前期市值: $13.4M
In Q3 2024, MPM BioImpact LLC made 48 total portfolio adjustments, initiating 10 new buys, adding to 20 positions, trimming 7 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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