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CIK: 0001687078
Total reported value
$1.6B
$1.6B
41 檔
25.0%
As reported in its official Q1 2026 Form 13F filing, MPM BioImpact LLC's tracked investment portfolio stood at $1.6B with 41 total positions.
In Q1 2026, MPM BioImpact LLC displayed an active expansion posture, initiating 11 new positions and adding to 20 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DBVT, CGEM, AKTS) accounted for 25.0% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DBVT | Dbv Technologies Sa-spon Adr | Stock-Other | 8.41% | -4.74% | +423.00% | |
| 2 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 8.39% | +2.42% | — | |
| 3 | AKTS | Aktis Oncology Inc | Stock-Other | 6.68% | +2.82% | — | |
| 4 | LQDA | Liquidia CORP | Stock-Other | 4.10% | +2.64% | +0.31% | |
| 5 | ALMS | Alumis Inc | Stock-Other | 4.06% | -0.60% | -0.64% | |
| 6 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 4.04% | -0.02% | +0.33% | |
| 7 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 3.81% | +1.81% | +0.22% | |
| 8 | AGIO | Agios Pharmaceuticals Inc | Stock-Other | 3.41% | -3.41% | EXIT | |
| 9 | CORT | Corcept Therapeutics Inc | Stock-Healthcare | 3.07% | +1.02% | — | |
| 10 | TRVI | Trevi Therapeutics Inc | Stock-Other | 3.04% | +0.46% | +0.35% | |
| 11 | DNTH | Dianthus Therapeutics Inc | Stock-Other | 2.75% | -0.25% | — | |
| 12 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 2.64% | -2.64% | EXIT | |
| 13 | MLTX | Moonlake Immunotherapeutics | Stock-Other | 2.61% | -0.70% | — | |
| 14 | TVTX | Travere Therapeutics Inc | Stock-Other | 2.60% | +1.29% | — | |
| 15 | EVMN | Evommune Inc | Stock-Other | 2.58% | -2.58% | EXIT | |
| 16 | CYTK | Cytokinetics Inc | Stock-Healthcare | 2.54% | -2.54% | EXIT | |
| 17 | SNDX | Syndax Pharmaceuticals Inc | Stock-Other | 2.42% | -0.64% | +0.23% | |
| 18 | CNTX | Context Therapeutics Inc | Stock-Other | 2.16% | -2.12% | — | |
| 19 | FBRX | Forte Biosciences Inc | Stock-Other | 2.00% | -0.72% | — | |
| 20 | PVLA | Palvella Therapeutics Inc | Stock-Other | 1.99% | -0.09% | +0.32% | |
| 21 | DYN | Dyne Therapeutics Inc | Stock-Other | 1.97% | +0.63% | +0.20% | |
| 22 | STOK | Stoke Therapeutics Inc | Stock-Other | 1.93% | -0.49% | -0.42% | |
| 23 | CRVS | Corvus Pharmaceuticals Inc | Stock-Other | 1.89% | -1.89% | EXIT | |
| 24 | RLAY | Relay Therapeutics Inc | Stock-Other | 1.81% | +0.95% | +5.69% | |
| 25 | TARS | Tarsus Pharmaceuticals Inc | Stock-Other | 1.79% | -0.55% | +0.27% | |
| 26 | ORIC | Oric Pharmaceuticals Inc | Stock-Other | 1.77% | -0.53% | +0.29% | |
| 27 | QURE | uniQure N.V. | Stock-Other | 1.73% | +1.71% | -0.90% | |
| 28 | GLUE | Monte Rosa Therapeutics Inc | Stock-Other | 1.50% | +0.21% | +0.30% | |
| 29 | NTRA | Natera Inc | Stock-Healthcare | 1.44% | +0.09% | -0.51% | |
| 30 | CLYM | Climb Bio Inc | Stock-Other | 1.37% | -1.37% | EXIT | |
| 31 | ARQT | Arcutis Biotherapeutics Inc | Stock-Other | 1.34% | -1.34% | EXIT | |
| 32 | URGN | UroGen Pharma Ltd. | Stock-Other | 1.31% | +0.78% | +0.26% | |
| 33 | DRUG | Bright Minds Biosciences Inc | Stock-Other | 1.20% | -0.33% | -7.81% | |
| 34 | ZYME | Zymeworks Inc | Stock-Other | 1.09% | -1.09% | EXIT | |
| 35 | BLTE | Belite Bio Inc - Adr | Stock-Other | 1.08% | +0.21% | +0.32% | |
| 36 | VRDN | Viridian Therapeutics Inc | Stock-Other | 0.98% | -0.98% | EXIT | |
| 37 | ✓ | Engene Holdings Inc | Stock-Other | 0.97% | -0.97% | EXIT | |
| 38 | ABVX | Abivax Sa-adr | Stock-Other | 0.92% | +1.81% | +90.48% | |
| 39 | ALLO | Allogene Therapeutics Inc | Stock-Other | 0.42% | -0.42% | EXIT | |
| 40 | ACRS | Aclaris Therapeutics Inc | Stock-Other | 0.11% | +0.23% | — | |
| 41 | HOWL | Werewolf Therapeutics Inc | Stock-Other | 0.08% | -0.08% | -13.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DBVT | Dbv Technologies Sa-spon Adr | +6.2% | +423.00% | Add |
| 2 | EVMN | Evommune Inc | +2.4% | +1188.12% | Add |
| 3 | ALMS | Alumis Inc | +1.4% | -0.64% | Trim |
| 4 | CNTX | Context Therapeutics Inc | +0.4% | — | Unchanged |
| 5 | XENE | Xenon Pharmaceuticals Inc | +0.2% | +21.23% | Add |
| 6 | CLYM | Climb Bio Inc | +0.2% | -2.92% | Trim |
| 7 | ORIC | Oric Pharmaceuticals Inc | +0.1% | +0.29% | Add |
| 8 | ABVX | Abivax Sa-adr | +0.1% | +90.48% | Add |
| 9 | HOWL | Werewolf Therapeutics Inc | 0% | -13.26% | Trim |
| 10 | RLAY | Relay Therapeutics Inc | -0.4% | +5.69% | Add |
| 11 | ARQT | Arcutis Biotherapeutics Inc | -0.4% | +38.17% | Add |
| 12 | PVLA | Palvella Therapeutics Inc | -0.5% | +0.32% | Add |
| 13 | CRVS | Corvus Pharmaceuticals Inc | -0.5% | -38.95% | Trim |
| 14 | BLTE | Belite Bio Inc - Adr | -0.5% | +0.32% | Add |
| 15 | GLUE | Monte Rosa Therapeutics Inc | -0.6% | +0.30% | Add |
| 16 | AGIO | Agios Pharmaceuticals Inc | -0.7% | +0.22% | Add |
| 17 | EWTX | Edgewise Therapeutics Inc | -0.7% | +0.33% | Add |
| 18 | CGEM | Cullinan Therapeutics Inc | -0.7% | — | Unchanged |
| 19 | RVMD | Revolution Medicines Inc | -0.8% | +0.22% | Add |
| 20 | SNDX | Syndax Pharmaceuticals Inc | -0.8% | +0.23% | Add |
| 21 | DRUG | Bright Minds Biosciences Inc | -0.9% | -7.81% | Trim |
| 22 | STOK | Stoke Therapeutics Inc | -0.9% | -0.42% | Trim |
| 23 | ✓ | Engene Holdings Inc | -0.9% | +0.24% | Add |
| 24 | NTRA | Natera Inc | -1% | -0.51% | Trim |
| 25 | DYN | Dyne Therapeutics Inc | -1.2% | +0.20% | Add |
| 26 | URGN | UroGen Pharma Ltd. | -1.2% | +0.26% | Add |
| 27 | TARS | Tarsus Pharmaceuticals Inc | -1.3% | +0.27% | Add |
| 28 | LQDA | Liquidia CORP | -1.4% | +0.31% | Add |
| 29 | TRVI | Trevi Therapeutics Inc | -1.7% | +0.35% | Add |
| 30 | QURE | uniQure N.V. | -2.1% | -0.90% | Trim |
| 31 | AKTS | Aktis Oncology Inc | — | NEW | New buy |
| 32 | MDGL | Madrigal Pharmaceuticals Inc | — | EXIT | Sold out |
| 33 | CORT | Corcept Therapeutics Inc | — | NEW | New buy |
| 34 | DNTH | Dianthus Therapeutics Inc | — | NEW | New buy |
| 35 | MLTX | Moonlake Immunotherapeutics | — | NEW | New buy |
| 36 | TVTX | Travere Therapeutics Inc | — | NEW | New buy |
| 37 | CYTK | Cytokinetics Inc | — | NEW | New buy |
| 38 | PTCT | Ptc Therapeutics Inc | — | EXIT | Sold out |
| 39 | FBRX | Forte Biosciences Inc | — | NEW | New buy |
| 40 | PTGX | Protagonist Therapeutics Inc | — | EXIT | Sold out |
| 41 | VTYXUSD | Ventyx Biosciences Inc | — | EXIT | Sold out |
| 42 | ZYME | Zymeworks Inc | — | NEW | New buy |
| 43 | RAPT | Rapt Therapeutics Inc | — | EXIT | Sold out |
| 44 | VRDN | Viridian Therapeutics Inc | — | NEW | New buy |
| 45 | RCKT | Rocket Pharmaceuticals Inc | — | EXIT | Sold out |
| 46 | ALLO | Allogene Therapeutics Inc | — | NEW | New buy |
| 47 | MAZE | Maze Therapeutics Inc | — | EXIT | Sold out |
| 48 | SRPT | Sarepta Therapeutics Inc | — | EXIT | Sold out |
| 49 | ACRS | Aclaris Therapeutics Inc | — | NEW | New buy |
According to official SEC Form 13F filings, MPM BioImpact LLC reported a total U.S. public equity portfolio value of $1.6B across 41 disclosed positions in Q1 2026.
During Q1 2026, MPM BioImpact LLC's top holdings by market value included DBVT (8.4%)、CGEM (8.4%)、AKTS (6.7%). The largest single position, DBVT, represented 8.4% of total portfolio value.
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Top New Position Initiated
AKTS
市值: $86.5M
Top Position Liquidated / Trimmed
MDGL
前期市值: $56.4M
In Q1 2026, MPM BioImpact LLC made 47 total portfolio adjustments, initiating 11 new buys, adding to 20 positions, trimming 8 holdings, and fully liquidating 8 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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