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CIK: 0001687078
Total reported value
$1.6B
$1.6B
44 檔
9.7%
According to the latest 13F quarterly dataset, MPM BioImpact LLC managed an equity portfolio of $1.6B at the end of Q2 2025, spanning 44 distinct U.S. exchange-listed positions.
In Q2 2025, MPM BioImpact LLC adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 9.98% | +2.42% | — | |
| 2 | MDGL | Madrigal Pharmaceuticals Inc | Stock-Healthcare | 5.27% | — | — | |
| 3 | ZLAB | Zai Lab Ltd-adr | Stock-Other | 4.51% | — | -10.63% | |
| 4 | GH | Guardant Health Inc | Stock-Healthcare | 3.99% | — | — | |
| 5 | SPRY | Ars Pharmaceuticals Inc | Stock-Other | 3.94% | — | -0.74% | |
| 6 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 3.91% | -0.02% | +55.66% | |
| 7 | RNAGBP | Avidity Biosciences Inc | Stock-Other | 3.74% | — | +6.41% | |
| 8 | PTCT | Ptc Therapeutics Inc | Stock-Healthcare | 3.71% | — | -0.34% | |
| 9 | TRVI | Trevi Therapeutics Inc | Stock-Other | 3.23% | +0.46% | -0.62% | |
| 10 | ORIC | Oric Pharmaceuticals Inc | Stock-Other | 3.04% | -0.53% | +23.57% | |
| 11 | NTRA | Natera Inc | Stock-Healthcare | 2.90% | +0.09% | -37.01% | |
| 12 | ALKS | Alkermes plc | Stock-Healthcare | 2.72% | — | +62.69% | |
| 13 | MLTX | Moonlake Immunotherapeutics | Stock-Other | 2.56% | -0.70% | -0.78% | |
| 14 | MBX | Mbx Biosciences Inc | Stock-Other | 2.56% | — | +14.25% | |
| 15 | CMPX | Compass Therapeutics Inc | Stock-Other | 2.53% | — | -33.40% | |
| 16 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 2.49% | +2.89% | NEW | |
| 17 | JANX | Janux Therapeutics Inc | Stock-Other | 2.46% | — | +8.30% | |
| 18 | TARS | Tarsus Pharmaceuticals Inc | Stock-Other | 2.40% | -0.55% | — | |
| 19 | DYN | Dyne Therapeutics Inc | Stock-Other | 2.39% | +0.63% | — | |
| 20 | VERA | Vera Therapeutics Inc | Stock-Other | 2.30% | — | +35.45% | |
| 21 | CRNX | Crinetics Pharmaceuticals In | Stock-Other | 2.14% | — | -32.12% | |
| 22 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 2.01% | +1.81% | -0.43% | |
| 23 | AKBA | Akebia Therapeutics Inc | Stock-Other | 1.82% | — | — | |
| 24 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 1.76% | — | -18.83% | |
| 25 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 1.75% | -2.64% | EXIT | |
| 26 | WVE | Wave Life Sciences Ltd. | Stock-Other | 1.70% | — | -0.29% | |
| 27 | DBVT | Dbv Technologies Sa-spon Adr | Stock-Other | 1.67% | -4.74% | — | |
| 28 | CNTX | Context Therapeutics Inc | Stock-Other | 1.67% | -2.12% | — | |
| 29 | RCKT | Rocket Pharmaceuticals Inc | Stock-Other | 1.66% | — | +141.19% | |
| 30 | REPL | Replimune Group Inc | Stock-Other | 1.58% | — | -0.33% | |
| 31 | NUVB | Nuvation Bio Inc | Stock-Other | 1.56% | — | -0.64% | |
| 32 | STOK | Stoke Therapeutics Inc | Stock-Other | 1.55% | -0.49% | +13.79% | |
| 33 | SLDB | Solid Biosciences Inc | Stock-Other | 1.38% | — | -0.47% | |
| 34 | RLAY | Relay Therapeutics Inc | Stock-Other | 1.37% | +0.95% | -0.58% | |
| 35 | RNAC | Cartesian Therapeutics Inc | Stock-Other | 1.23% | — | -13.25% | |
| 36 | TSHA | Taysha Gene Therapies Inc | Stock-Other | 1.18% | +1.87% | NEW | |
| 37 | SRPT | Sarepta Therapeutics Inc | Stock-Healthcare | 0.95% | — | — | |
| 38 | SLNOEUR | Soleno Therapeutics Inc | Stock-Other | 0.73% | — | — | |
| 39 | VERUEUR | Veru Inc | Stock-Other | 0.50% | — | -25.49% | |
| 40 | HOWL | Werewolf Therapeutics Inc | Stock-Other | 0.45% | -0.08% | — | |
| 41 | DSGN | Design Therapeutics Inc | Stock-Other | 0.32% | — | -1.38% | |
| 42 | RPTX | Repare Therapeutics Inc | Stock-Other | 0.20% | — | — | |
| 43 | ADAPY | Adaptimmune Therapeutics-adr | Stock-Other | 0.18% | — | -9.86% | |
| 44 | ACLXGBX | Arcellx Inc | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TARS | Tarsus Pharmaceuticals Inc | +2.4% | NEW | New buy |
| 2 | DYN | Dyne Therapeutics Inc | +2.4% | NEW | New buy |
| 3 | AKBA | Akebia Therapeutics Inc | +1.8% | NEW | New buy |
| 4 | ORIC | Oric Pharmaceuticals Inc | +1.7% | +23.57% | Add |
| 5 | DBVT | Dbv Technologies Sa-spon Adr | +1.7% | NEW | New buy |
| 6 | TSHA | Taysha Gene Therapies Inc | +1.2% | NEW | New buy |
| 7 | MBX | Mbx Biosciences Inc | +1.1% | +14.25% | Add |
| 8 | SPRY | Ars Pharmaceuticals Inc | +1.1% | -0.74% | Trim |
| 9 | SRPT | Sarepta Therapeutics Inc | +1% | NEW | New buy |
| 10 | ALKS | Alkermes plc | +0.8% | +62.69% | Add |
| 11 | STOK | Stoke Therapeutics Inc | +0.8% | +13.79% | Add |
| 12 | GH | Guardant Health Inc | +0.8% | — | Unchanged |
| 13 | SLNOEUR | Soleno Therapeutics Inc | +0.7% | NEW | New buy |
| 14 | VERA | Vera Therapeutics Inc | +0.6% | +35.45% | Add |
| 15 | MLTX | Moonlake Immunotherapeutics | +0.4% | -0.78% | Trim |
| 16 | SLDB | Solid Biosciences Inc | +0.3% | -0.47% | Trim |
| 17 | RLAY | Relay Therapeutics Inc | +0.3% | -0.58% | Trim |
| 18 | NUVB | Nuvation Bio Inc | +0.2% | -0.64% | Trim |
| 19 | CNTX | Context Therapeutics Inc | +0.1% | — | Unchanged |
| 20 | RNAGBP | Avidity Biosciences Inc | +0.1% | +6.41% | Add |
| 21 | RVMD | Revolution Medicines Inc | +0.1% | -0.43% | Trim |
| 22 | RPTX | Repare Therapeutics Inc | +0.1% | — | Unchanged |
| 23 | HOWL | Werewolf Therapeutics Inc | +0.1% | — | Unchanged |
| 24 | CGEM | Cullinan Therapeutics Inc | 0% | — | Unchanged |
| 25 | ADAPY | Adaptimmune Therapeutics-adr | 0% | -9.86% | Trim |
| 26 | RARE | Ultragenyx Pharmaceutical In | 0% | -0.69% | Trim |
| 27 | XENE | Xenon Pharmaceuticals Inc | — | +6.59% | Add |
| 28 | ACLXGBX | Arcellx Inc | — | NEW | New buy |
| 29 | DSGN | Design Therapeutics Inc | -0.1% | -1.38% | Trim |
| 30 | VERUEUR | Veru Inc | -0.1% | -25.49% | Trim |
| 31 | ALXO | Alx Oncology Holdings Inc | -0.1% | EXIT | Sold out |
| 32 | REPL | Replimune Group Inc | -0.1% | -0.33% | Trim |
| 33 | OLMA | Olema Pharmaceuticals Inc | -0.1% | -18.83% | Trim |
| 34 | PTCT | Ptc Therapeutics Inc | -0.1% | -0.34% | Trim |
| 35 | JANX | Janux Therapeutics Inc | -0.2% | +8.30% | Add |
| 36 | RCKT | Rocket Pharmaceuticals Inc | -0.2% | +141.19% | Add |
| 37 | CMPX | Compass Therapeutics Inc | -0.2% | -33.40% | Trim |
| 38 | EWTX | Edgewise Therapeutics Inc | -0.3% | +55.66% | Add |
| 39 | WVE | Wave Life Sciences Ltd. | -0.4% | -0.29% | Trim |
| 40 | MDGL | Madrigal Pharmaceuticals Inc | -0.5% | — | Unchanged |
| 41 | TRVI | Trevi Therapeutics Inc | -0.5% | -0.62% | Trim |
| 42 | RNAC | Cartesian Therapeutics Inc | -0.6% | -13.25% | Trim |
| 43 | ZLAB | Zai Lab Ltd-adr | -0.7% | -10.63% | Trim |
| 44 | NTRA | Natera Inc | -0.9% | -37.01% | Trim |
| 45 | IDYA | Ideaya Biosciences Inc | -1.2% | EXIT | Sold out |
| 46 | CRNX | Crinetics Pharmaceuticals In | -1.5% | -32.12% | Trim |
| 47 | IOVA | Iovance Biotherapeutics Inc | -1.6% | EXIT | Sold out |
| 48 | TWST | Twist Bioscience CORP | -1.8% | EXIT | Sold out |
| 49 | 2662247D | Iteos Therapeutics Inc | -1.8% | EXIT | Sold out |
| 50 | UTHR | United Therapeutics CORP | -3.1% | 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 44 disclosed positions in Q2 2025.
During Q2 2025, MPM BioImpact LLC's top holdings by market value included CGEM (10.0%)、MDGL (5.3%)、ZLAB (4.5%). The largest single position, CGEM, represented 10.0% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including CGEM, MDGL, ZLAB) accounted for 9.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
TARS
市值: $13.8M
Top Position Liquidated / Trimmed
LNTH
前期市值: $22.7M
In Q2 2025, MPM BioImpact LLC made 45 total portfolio adjustments, initiating 8 new buys, adding to 10 positions, trimming 20 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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