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CIK: 0001687078
Total reported value
$1.6B
$1.6B
38 檔
16.2%
According to the latest 13F quarterly dataset, MPM BioImpact LLC managed an equity portfolio of $1.6B at the end of Q4 2025, spanning 38 distinct U.S. exchange-listed positions.
In Q4 2025, MPM BioImpact LLC adopted a defensive or profit-taking posture, trimming 16 positions and completely liquidating 17 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 9.06% | +2.42% | — | |
| 2 | MDGL | Madrigal Pharmaceuticals Inc | Stock-Healthcare | 6.45% | — | -3.62% | |
| 3 | LQDA | Liquidia CORP | Stock-Other | 5.53% | +2.64% | +600.43% | |
| 4 | TRVI | Trevi Therapeutics Inc | Stock-Other | 4.71% | +0.46% | -3.52% | |
| 5 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 4.70% | -0.02% | -3.81% | |
| 6 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 4.61% | +1.81% | +60.16% | |
| 7 | AGIO | Agios Pharmaceuticals Inc | Stock-Other | 4.06% | -3.41% | EXIT | |
| 8 | QURE | uniQure N.V. | Stock-Other | 3.78% | +1.71% | — | |
| 9 | PTCT | Ptc Therapeutics Inc | Stock-Healthcare | 3.74% | — | -1.93% | |
| 10 | SNDX | Syndax Pharmaceuticals Inc | Stock-Other | 3.22% | -0.64% | -2.76% | |
| 11 | DYN | Dyne Therapeutics Inc | Stock-Other | 3.15% | +0.63% | -2.83% | |
| 12 | TARS | Tarsus Pharmaceuticals Inc | Stock-Other | 3.08% | -0.55% | -3.70% | |
| 13 | STOK | Stoke Therapeutics Inc | Stock-Other | 2.80% | -0.49% | -2.46% | |
| 14 | ALMS | Alumis Inc | Stock-Other | 2.68% | -0.60% | — | |
| 15 | URGN | UroGen Pharma Ltd. | Stock-Other | 2.52% | +0.78% | +597.32% | |
| 16 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 2.49% | -2.64% | EXIT | |
| 17 | PVLA | Palvella Therapeutics Inc | Stock-Other | 2.46% | -0.09% | +205.16% | |
| 18 | NTRA | Natera Inc | Stock-Healthcare | 2.45% | +0.09% | -5.43% | |
| 19 | CRVS | Corvus Pharmaceuticals Inc | Stock-Other | 2.42% | -1.89% | EXIT | |
| 20 | DBVT | Dbv Technologies Sa-spon Adr | Stock-Other | 2.19% | -4.74% | -5.47% | |
| 21 | RLAY | Relay Therapeutics Inc | Stock-Other | 2.16% | +0.95% | -2.20% | |
| 22 | GLUE | Monte Rosa Therapeutics Inc | Stock-Other | 2.11% | +0.21% | — | |
| 23 | DRUG | Bright Minds Biosciences Inc | Stock-Other | 2.06% | -0.33% | — | |
| 24 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 1.99% | — | — | |
| 25 | ✓ | Engene Holdings Inc | Stock-Other | 1.90% | -0.97% | EXIT | |
| 26 | CNTX | Context Therapeutics Inc | Stock-Other | 1.80% | -2.12% | -27.38% | |
| 27 | ARQT | Arcutis Biotherapeutics Inc | Stock-Other | 1.77% | -1.34% | EXIT | |
| 28 | VTYXUSD | Ventyx Biosciences Inc | Stock-Other | 1.69% | — | — | |
| 29 | ORIC | Oric Pharmaceuticals Inc | Stock-Other | 1.68% | -0.53% | +4.01% | |
| 30 | BLTE | Belite Bio Inc - Adr | Stock-Other | 1.61% | +0.21% | — | |
| 31 | RAPT | Rapt Therapeutics Inc | Stock-Other | 1.54% | — | — | |
| 32 | CLYM | Climb Bio Inc | Stock-Other | 1.22% | -1.37% | EXIT | |
| 33 | ABVX | Abivax Sa-adr | Stock-Other | 0.87% | +1.81% | — | |
| 34 | RCKT | Rocket Pharmaceuticals Inc | Stock-Other | 0.64% | — | -59.37% | |
| 35 | MAZE | Maze Therapeutics Inc | Stock-Other | 0.38% | — | — | |
| 36 | EVMN | Evommune Inc | Stock-Other | 0.22% | -2.58% | EXIT | |
| 37 | SRPT | Sarepta Therapeutics Inc | Stock-Healthcare | 0.17% | — | -90.00% | |
| 38 | HOWL | Werewolf Therapeutics Inc | Stock-Other | 0.10% | -0.08% | -42.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LQDA | Liquidia CORP | +4.8% | +600.43% | Add |
| 2 | RVMD | Revolution Medicines Inc | +2.2% | +60.16% | Add |
| 3 | URGN | UroGen Pharma Ltd. | +2.1% | +597.32% | Add |
| 4 | PVLA | Palvella Therapeutics Inc | +1.8% | +205.16% | Add |
| 5 | CGEM | Cullinan Therapeutics Inc | +1.6% | — | Unchanged |
| 6 | ✓ | Engene Holdings Inc | +1.3% | +247.14% | Add |
| 7 | DBVT | Dbv Technologies Sa-spon Adr | +0.5% | -5.47% | Trim |
| 8 | RLAY | Relay Therapeutics Inc | +0.2% | -2.20% | Trim |
| 9 | DYN | Dyne Therapeutics Inc | +0.2% | -2.83% | Trim |
| 10 | EWTX | Edgewise Therapeutics Inc | +0.1% | -3.81% | Trim |
| 11 | NTRA | Natera Inc | -0.2% | -5.43% | Trim |
| 12 | SNDX | Syndax Pharmaceuticals Inc | -0.2% | -2.76% | Trim |
| 13 | TARS | Tarsus Pharmaceuticals Inc | -0.2% | -3.70% | Trim |
| 14 | STOK | Stoke Therapeutics Inc | -0.2% | -2.46% | Trim |
| 15 | TRVI | Trevi Therapeutics Inc | -0.4% | -3.52% | Trim |
| 16 | CNTX | Context Therapeutics Inc | -0.5% | -27.38% | Trim |
| 17 | PTCT | Ptc Therapeutics Inc | -0.7% | -1.93% | Trim |
| 18 | HOWL | Werewolf Therapeutics Inc | -0.7% | -42.15% | Trim |
| 19 | XENE | Xenon Pharmaceuticals Inc | -0.8% | -3.53% | Trim |
| 20 | MDGL | Madrigal Pharmaceuticals Inc | -1.1% | -3.62% | Trim |
| 21 | RCKT | Rocket Pharmaceuticals Inc | -1.4% | -59.37% | Trim |
| 22 | ORIC | Oric Pharmaceuticals Inc | -1.7% | +4.01% | Add |
| 23 | SRPT | Sarepta Therapeutics Inc | -2% | -90.00% | Trim |
| 24 | AGIO | Agios Pharmaceuticals Inc | — | NEW | New buy |
| 25 | RNAGBP | Avidity Biosciences Inc | — | EXIT | Sold out |
| 26 | QURE | uniQure N.V. | — | NEW | New buy |
| 27 | ZLAB | Zai Lab Ltd-adr | — | EXIT | Sold out |
| 28 | ALMS | Alumis Inc | — | NEW | New buy |
| 29 | CRVS | Corvus Pharmaceuticals Inc | — | NEW | New buy |
| 30 | GLUE | Monte Rosa Therapeutics Inc | — | NEW | New buy |
| 31 | DRUG | Bright Minds Biosciences Inc | — | NEW | New buy |
| 32 | CMPX | Compass Therapeutics Inc | — | EXIT | Sold out |
| 33 | PTGX | Protagonist Therapeutics Inc | — | NEW | New buy |
| 34 | ALKS | Alkermes plc | — | EXIT | Sold out |
| 35 | VERA | Vera Therapeutics Inc | — | EXIT | Sold out |
| 36 | ARQT | Arcutis Biotherapeutics Inc | — | NEW | New buy |
| 37 | JANX | Janux Therapeutics Inc | — | EXIT | Sold out |
| 38 | VTYXUSD | Ventyx Biosciences Inc | — | NEW | New buy |
| 39 | BLTE | Belite Bio Inc - Adr | — | NEW | New buy |
| 40 | RAPT | Rapt Therapeutics Inc | — | NEW | New buy |
| 41 | SPRY | Ars Pharmaceuticals Inc | — | EXIT | Sold out |
| 42 | RARE | Ultragenyx Pharmaceutical In | — | EXIT | Sold out |
| 43 | WVE | Wave Life Sciences Ltd. | — | EXIT | Sold out |
| 44 | CLYM | Climb Bio Inc | — | NEW | New buy |
| 45 | SLNOEUR | Soleno Therapeutics Inc | — | EXIT | Sold out |
| 46 | SLDB | Solid Biosciences Inc | — | EXIT | Sold out |
| 47 | AKBA | Akebia Therapeutics Inc | — | EXIT | Sold out |
| 48 | ABVX | Abivax Sa-adr | — | NEW | New buy |
| 49 | DSGN | Design Therapeutics Inc | — | EXIT | Sold out |
| 50 | RNAC | Cartesian Therapeutics Inc | — | 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 38 disclosed positions in Q4 2025.
During Q4 2025, MPM BioImpact LLC's top holdings by market value included CGEM (9.1%)、MDGL (6.5%)、LQDA (5.5%). The largest single position, CGEM, represented 9.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CGEM, MDGL, LQDA) accounted for 16.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
AGIO
市值: $35.5M
Top Position Liquidated / Trimmed
RNAGBP
前期市值: $33.1M
In Q4 2025, MPM BioImpact LLC made 54 total portfolio adjustments, initiating 15 new buys, adding to 6 positions, trimming 16 holdings, and fully liquidating 17 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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