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CIK: 0001687078
Total reported value
$1.6B
$1.6B
47 檔
12.6%
During the Q4 2024 filing period, MPM BioImpact LLC (CIK: 0001687078) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 47 reported positions.
In Q4 2024, MPM BioImpact LLC displayed an active expansion posture, initiating 11 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 13.23% | +2.42% | — | |
| 2 | CRNX | Crinetics Pharmaceuticals In | Stock-Other | 4.48% | — | +17.34% | |
| 3 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 4.09% | -0.02% | +17.68% | |
| 4 | INSM | Insmed Inc | Stock-Healthcare | 3.82% | — | -36.69% | |
| 5 | NTRA | Natera Inc | Stock-Healthcare | 3.61% | +0.09% | -9.30% | |
| 6 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 3.46% | — | +19.66% | |
| 7 | IRON | Disc Medicine Inc | Stock-Other | 3.12% | — | +11.11% | |
| 8 | LNTH | Lantheus Holdings Inc | Stock-Healthcare | 3.00% | — | +57.28% | |
| 9 | ZLAB | Zai Lab Ltd-adr | Stock-Other | 2.97% | — | — | |
| 10 | RNAGBP | Avidity Biosciences Inc | Stock-Other | 2.90% | — | +2.03% | |
| 11 | IOVA | Iovance Biotherapeutics Inc | Stock-Other | 2.81% | — | +11.10% | |
| 12 | PTCT | Ptc Therapeutics Inc | Stock-Healthcare | 2.79% | — | +384.61% | |
| 13 | WVE | Wave Life Sciences Ltd. | Stock-Other | 2.62% | — | +138.48% | |
| 14 | SRRK | Scholar Rock Holding CORP | Stock-Other | 2.55% | — | — | |
| 15 | MLTX | Moonlake Immunotherapeutics | Stock-Other | 2.42% | -0.70% | -9.69% | |
| 16 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 2.41% | — | +8.65% | |
| 17 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 2.34% | +2.89% | NEW | |
| 18 | CNTX | Context Therapeutics Inc | Stock-Other | 2.19% | -2.12% | — | |
| 19 | GH | Guardant Health Inc | Stock-Healthcare | 1.96% | — | -9.30% | |
| 20 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 1.95% | +1.81% | +7.70% | |
| 21 | 2662247D | Iteos Therapeutics Inc | Stock-Other | 1.90% | — | — | |
| 22 | RNAC | Cartesian Therapeutics Inc | Stock-Other | 1.83% | — | +14.57% | |
| 23 | RCKT | Rocket Pharmaceuticals Inc | Stock-Other | 1.82% | — | -4.30% | |
| 24 | AKRO | Akero Therapeutics Inc | Stock-Other | 1.82% | — | +17.34% | |
| 25 | TRVI | Trevi Therapeutics Inc | Stock-Other | 1.81% | +0.46% | +101.16% | |
| 26 | TWST | Twist Bioscience CORP | Stock-Other | 1.76% | — | -9.30% | |
| 27 | CMPX | Compass Therapeutics Inc | Stock-Other | 1.76% | — | +51.86% | |
| 28 | JANX | Janux Therapeutics Inc | Stock-Other | 1.75% | — | +34.42% | |
| 29 | REPL | Replimune Group Inc | Stock-Other | 1.63% | — | — | |
| 30 | NUVB | Nuvation Bio Inc | Stock-Other | 1.57% | — | — | |
| 31 | VERA | Vera Therapeutics Inc | Stock-Other | 1.55% | — | — | |
| 32 | IDYA | Ideaya Biosciences Inc | Stock-Other | 1.51% | — | — | |
| 33 | RLAY | Relay Therapeutics Inc | Stock-Other | 1.33% | +0.95% | +11.60% | |
| 34 | UTHR | United Therapeutics CORP | Stock-Healthcare | 1.15% | — | — | |
| 35 | ARCT | Arcturus Therapeutics Holdin | Stock-Other | 1.11% | — | +109.53% | |
| 36 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 1.10% | -2.64% | EXIT | |
| 37 | STOK | Stoke Therapeutics Inc | Stock-Other | 1.07% | -0.49% | +43.04% | |
| 38 | AQST | Aquestive Therapeutics Inc | Stock-Other | 0.81% | — | -10.29% | |
| 39 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 0.60% | — | — | |
| 40 | STRO | Sutro Biopharma, Inc. | Stock-Other | 0.56% | — | -23.73% | |
| 41 | HOWL | Werewolf Therapeutics Inc | Stock-Other | 0.50% | -0.08% | — | |
| 42 | DSGN | Design Therapeutics Inc | Stock-Other | 0.49% | — | — | |
| 43 | ZNTL | Zentalis Pharmaceuticals Inc | Stock-Other | 0.48% | — | -24.49% | |
| 44 | VERUEUR | Veru Inc | Stock-Other | 0.40% | — | — | |
| 45 | ADAPY | Adaptimmune Therapeutics-adr | Stock-Other | 0.39% | — | — | |
| 46 | ALXO | Alx Oncology Holdings Inc | Stock-Other | 0.33% | — | -42.26% | |
| 47 | RPTX | Repare Therapeutics Inc | Stock-Other | 0.23% | — | -24.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ZLAB | Zai Lab Ltd-adr | +3% | NEW | New buy |
| 2 | SRRK | Scholar Rock Holding CORP | +2.6% | NEW | New buy |
| 3 | PTCT | Ptc Therapeutics Inc | +2.3% | +384.61% | Add |
| 4 | CNTX | Context Therapeutics Inc | +2.2% | NEW | New buy |
| 5 | WVE | Wave Life Sciences Ltd. | +1.9% | +138.48% | Add |
| 6 | REPL | Replimune Group Inc | +1.6% | NEW | New buy |
| 7 | NUVB | Nuvation Bio Inc | +1.6% | NEW | New buy |
| 8 | VERA | Vera Therapeutics Inc | +1.6% | NEW | New buy |
| 9 | IDYA | Ideaya Biosciences Inc | +1.5% | NEW | New buy |
| 10 | UTHR | United Therapeutics CORP | +1.2% | NEW | New buy |
| 11 | TRVI | Trevi Therapeutics Inc | +1% | +101.16% | Add |
| 12 | IRON | Disc Medicine Inc | +0.8% | +11.11% | Add |
| 13 | AXSM | Axsome Therapeutics Inc | +0.6% | NEW | New buy |
| 14 | MIRM | Mirum Pharmaceuticals Inc | +0.6% | +19.66% | Add |
| 15 | JANX | Janux Therapeutics Inc | +0.6% | +34.42% | Add |
| 16 | LNTH | Lantheus Holdings Inc | +0.5% | +57.28% | Add |
| 17 | DSGN | Design Therapeutics Inc | +0.5% | NEW | New buy |
| 18 | CRNX | Crinetics Pharmaceuticals In | +0.5% | +17.34% | Add |
| 19 | EWTX | Edgewise Therapeutics Inc | +0.4% | +17.68% | Add |
| 20 | VERUEUR | Veru Inc | +0.4% | NEW | New buy |
| 21 | ARCT | Arcturus Therapeutics Holdin | +0.4% | +109.53% | Add |
| 22 | RNAC | Cartesian Therapeutics Inc | +0.3% | +14.57% | Add |
| 23 | NTRA | Natera Inc | +0.2% | -9.30% | Trim |
| 24 | GH | Guardant Health Inc | +0.2% | -9.30% | Trim |
| 25 | CMPX | Compass Therapeutics Inc | +0.2% | +51.86% | Add |
| 26 | STOK | Stoke Therapeutics Inc | +0.2% | +43.04% | Add |
| 27 | AKRO | Akero Therapeutics Inc | +0.1% | +17.34% | Add |
| 28 | XENE | Xenon Pharmaceuticals Inc | +0.1% | +18.95% | Add |
| 29 | SLDB | Solid Biosciences Inc | 0% | EXIT | Sold out |
| 30 | RVMD | Revolution Medicines Inc | 0% | +7.70% | Add |
| 31 | RGNX | Regenxbio Inc | -0.1% | EXIT | Sold out |
| 32 | MLTX | Moonlake Immunotherapeutics | -0.2% | -9.69% | Trim |
| 33 | TWST | Twist Bioscience CORP | -0.2% | -9.30% | Trim |
| 34 | HOWL | Werewolf Therapeutics Inc | -0.3% | — | Unchanged |
| 35 | ALXO | Alx Oncology Holdings Inc | -0.3% | -42.26% | Trim |
| 36 | ZNTL | Zentalis Pharmaceuticals Inc | -0.3% | -24.49% | Trim |
| 37 | ADAPY | Adaptimmune Therapeutics-adr | -0.3% | — | Unchanged |
| 38 | ETNBGBP | 89bio Inc | -0.4% | EXIT | Sold out |
| 39 | RARE | Ultragenyx Pharmaceutical In | -0.4% | +18.59% | Add |
| 40 | AQST | Aquestive Therapeutics Inc | -0.5% | -10.29% | Trim |
| 41 | IOVA | Iovance Biotherapeutics Inc | -0.6% | +11.10% | Add |
| 42 | RPTX | Repare Therapeutics Inc | -0.6% | -24.92% | Trim |
| 43 | 2662247D | Iteos Therapeutics Inc | -0.8% | — | Unchanged |
| 44 | NTLA | Intellia Therapeutics Inc | -0.8% | EXIT | Sold out |
| 45 | RLAY | Relay Therapeutics Inc | -0.8% | +11.60% | Add |
| 46 | STRO | Sutro Biopharma, Inc. | -0.9% | -23.73% | Trim |
| 47 | RCKT | Rocket Pharmaceuticals Inc | -1.1% | -4.30% | Trim |
| 48 | VKTX | Viking Therapeutics Inc | -1.2% | EXIT | Sold out |
| 49 | 4XC1 | Kalvista Pharmaceuticals Inc | -1.6% | EXIT | Sold out |
| 50 | RNAGBP | Avidity Biosciences Inc | -1.9% | +2.03% | Add |
According to official SEC Form 13F filings, MPM BioImpact LLC reported a total U.S. public equity portfolio value of $1.6B across 47 disclosed positions in Q4 2024.
During Q4 2024, MPM BioImpact LLC's top holdings by market value included CGEM (13.2%)、CRNX (4.5%)、EWTX (4.1%). The largest single position, CGEM, represented 13.2% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including CGEM, CRNX, EWTX) accounted for 12.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
ZLAB
市值: $21.0M
Top Position Liquidated / Trimmed
MDGL
前期市值: $15.4M
In Q4 2024, MPM BioImpact LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 21 positions, trimming 11 holdings, and fully liquidating 7 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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