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CIK: 0001687078
Total reported value
$1.6B
$1.6B
40 檔
11.2%
In Q3 2025, MPM BioImpact LLC's U.S. equity holdings reached a combined market value of $1.6B, distributed across 40 disclosed stock positions.
MPM BioImpact LLC executed strategic sector rebalancing during Q3 2025, establishing 13 new positions while fully exiting 16 holdings and trimming 13 positions.
In terms of portfolio concentration, the top 5 core holdings (including MDGL, CGEM, RNAGBP) accounted for 11.2% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MDGL | Madrigal Pharmaceuticals Inc | Stock-Healthcare | 7.54% | — | — | |
| 2 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 7.42% | +2.42% | — | |
| 3 | RNAGBP | Avidity Biosciences Inc | Stock-Other | 5.42% | — | — | |
| 4 | TRVI | Trevi Therapeutics Inc | Stock-Other | 5.10% | +0.46% | — | |
| 5 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 4.57% | -0.02% | — | |
| 6 | PTCT | Ptc Therapeutics Inc | Stock-Healthcare | 4.41% | — | — | |
| 7 | ZLAB | Zai Lab Ltd-adr | Stock-Other | 4.13% | — | — | |
| 8 | SNDX | Syndax Pharmaceuticals Inc | Stock-Other | 3.46% | -0.64% | — | |
| 9 | ORIC | Oric Pharmaceuticals Inc | Stock-Other | 3.40% | -0.53% | — | |
| 10 | TARS | Tarsus Pharmaceuticals Inc | Stock-Other | 3.32% | -0.55% | — | |
| 11 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 3.31% | -2.64% | EXIT | |
| 12 | STOK | Stoke Therapeutics Inc | Stock-Other | 3.04% | -0.49% | — | |
| 13 | DYN | Dyne Therapeutics Inc | Stock-Other | 3.00% | +0.63% | — | |
| 14 | CMPX | Compass Therapeutics Inc | Stock-Other | 2.91% | — | -9.72% | |
| 15 | ALKS | Alkermes plc | Stock-Healthcare | 2.70% | — | — | |
| 16 | VERA | Vera Therapeutics Inc | Stock-Other | 2.68% | — | — | |
| 17 | NTRA | Natera Inc | Stock-Healthcare | 2.61% | +0.09% | — | |
| 18 | JANX | Janux Therapeutics Inc | Stock-Other | 2.46% | — | — | |
| 19 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 2.41% | +1.81% | — | |
| 20 | CNTX | Context Therapeutics Inc | Stock-Other | 2.33% | -2.12% | — | |
| 21 | SRPT | Sarepta Therapeutics Inc | Stock-Healthcare | 2.21% | — | +117.60% | |
| 22 | SPRY | Ars Pharmaceuticals Inc | Stock-Other | 2.14% | — | — | |
| 23 | RCKT | Rocket Pharmaceuticals Inc | Stock-Other | 2.08% | — | +0.01% | |
| 24 | RLAY | Relay Therapeutics Inc | Stock-Other | 1.95% | +0.95% | — | |
| 25 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 1.95% | +2.89% | NEW | |
| 26 | WVE | Wave Life Sciences Ltd. | Stock-Other | 1.80% | — | — | |
| 27 | DBVT | Dbv Technologies Sa-spon Adr | Stock-Other | 1.73% | -4.74% | — | |
| 28 | SLNOEUR | Soleno Therapeutics Inc | Stock-Other | 1.66% | — | +200.00% | |
| 29 | SLDB | Solid Biosciences Inc | Stock-Other | 1.65% | — | — | |
| 30 | AKBA | Akebia Therapeutics Inc | Stock-Other | 1.29% | — | — | |
| 31 | HOWL | Werewolf Therapeutics Inc | Stock-Other | 0.78% | -0.08% | — | |
| 32 | LQDA | Liquidia CORP | Stock-Other | 0.74% | +2.64% | — | |
| 33 | PVLA | Palvella Therapeutics Inc | Stock-Other | 0.69% | -0.09% | — | |
| 34 | DSGN | Design Therapeutics Inc | Stock-Other | 0.68% | — | — | |
| 35 | RNAC | Cartesian Therapeutics Inc | Stock-Other | 0.64% | — | -44.61% | |
| 36 | ✓ | Engene Holdings Inc | Stock-Other | 0.59% | -0.97% | EXIT | |
| 37 | URGN | UroGen Pharma Ltd. | Stock-Other | 0.44% | +0.78% | — | |
| 38 | RAPP | Rapport Therapeutics Inc | Stock-Other | 0.35% | — | — | |
| 39 | RPTX | Repare Therapeutics Inc | Stock-Other | 0.24% | — | — | |
| 40 | ASMB | Assembly Biosciences Inc | Stock-Other | 0.17% | — | — |
According to official SEC Form 13F filings, MPM BioImpact LLC reported a total U.S. public equity portfolio value of $1.6B across 40 disclosed positions in Q3 2025.
During Q3 2025, MPM BioImpact LLC's top holdings by market value included MDGL (7.5%)、CGEM (7.4%)、RNAGBP (5.4%). The largest single position, MDGL, represented 7.5% of total portfolio value.
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Top New Position Initiated
SNDX
市值: $21.2M
Top Position Liquidated / Trimmed
LNTH
前期市值: $22.7M
In Q3 2025, MPM BioImpact LLC made 51 total portfolio adjustments, initiating 13 new buys, adding to 9 positions, trimming 13 holdings, and fully liquidating 16 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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