MB

Mpm Bioimpact LLC

Sector-focusedMomentum followerDiversified strategy

Total reported value

$1.3B

Reporting period: 2026-03-31 · Number of holdings: 41

MPM BIOIMPACT LLC disclosed 41 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.3B and a quarterly turnover rate of 71.6%.

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Personality snowflake

Concentration
15.2
Portfolio Stability
71.61
Momentum/Contrarian
100
Sector conviction
100
Diversification
82
Sizing Uniformity
92.43

Recent moves

  • Add DBVT

    +423.0%　$89.8M

  • Add EVMN

    +1188.1%　$31.5M

  • Trim QURE

    -0.9%　-$10.7M

  • Trim TRVI

    +0.3%　-$1.8M

  • Trim LQDA

    +0.3%　$4.7M

  • Add ALMS

    -0.6%　$29.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1DBVTDbv Technologies Sa-spon AdrStock-Other8.41%+6.22%+423.00%
2CGEMCullinan Therapeutics INCStock-Other8.39%-0.67%—
3AKTSAktis Oncology INCStock-Other6.68%+6.68%NEW
4LQDALiquidia CORPStock-Other4.10%-1.43%+0.31%
5ALMSAlumis INCStock-Other4.06%+1.38%-0.64%
6EWTXEdgewise Therapeutics INCStock-Other4.04%-0.66%+0.33%
7RVMDRevolution Medicines INCStock-Healthcare3.81%-0.80%+0.22%
8AGIOAgios Pharmaceuticals INCStock-Other3.41%-0.65%+0.22%
9CORTCorcept Therapeutics INCStock-Healthcare3.07%+3.07%NEW
10TRVITrevi Therapeutics INCStock-Other3.04%-1.67%+0.35%
11DNTHDianthus Therapeutics INCStock-Other2.75%+2.75%NEW
12XENEXenon Pharmaceuticals INCStock-Other2.64%+0.15%+21.23%
13MLTXMoonlake ImmunotherapeuticsStock-Other2.61%+2.61%NEW
14TVTXTravere Therapeutics INCStock-Other2.60%+2.60%NEW
15EVMNEvommune INCStock-Other2.58%+2.36%+1188.12%
16CYTKCytokinetics INCStock-Healthcare2.54%+2.54%NEW
17SNDXSyndax Pharmaceuticals INCStock-Other2.42%-0.80%+0.23%
18CNTXContext Therapeutics INCStock-Other2.16%+0.36%—
19FBRXForte Biosciences INCStock-Other2.00%+2.00%NEW
20PVLAPalvella Therapeutics INCStock-Other1.99%-0.47%+0.32%
21DYNDyne Therapeutics INCStock-Other1.97%-1.18%+0.20%
22STOKStoke Therapeutics INCStock-Other1.93%-0.87%-0.42%
23CRVSCorvus Pharmaceuticals INCStock-Other1.89%-0.53%-38.95%
24RLAYRelay Therapeutics INCStock-Other1.81%-0.35%+5.69%
25TARSTarsus Pharmaceuticals INCStock-Other1.79%-1.29%+0.27%
26ORICOric Pharmaceuticals INCStock-Other1.77%+0.09%+0.29%
27QUREuniQure N.V.Stock-Other1.73%-2.05%-0.90%
28GLUEMonte Rosa Therapeutics INCStock-Other1.50%-0.61%+0.30%
29NTRANatera INCStock-Healthcare1.44%-1.01%-0.51%
30CLYMClimb Bio INCStock-Other1.37%+0.15%-2.92%
31ARQTArcutis Biotherapeutics INCStock-Other1.34%-0.43%+38.17%
32URGNUroGen Pharma Ltd.Stock-Other1.31%-1.21%+0.26%
33DRUGBright Minds Biosciences INCStock-Other1.20%-0.86%-7.81%
34ZYMEZymeworks INCStock-Other1.09%+1.09%NEW
35BLTEBelite Bio INC - AdrStock-Other1.08%-0.53%+0.32%
36VRDNViridian Therapeutics INCStock-Other0.98%+0.98%NEW
37✓ Engene Holdings INCStock-Other0.97%-0.93%+0.24%
38ABVXAbivax Sa-adrStock-Other0.92%+0.05%+90.48%
39ALLOAllogene Therapeutics INCStock-Other0.42%+0.42%NEW
40ACRSAclaris Therapeutics INCStock-Other0.11%+0.11%NEW
41HOWLWerewolf Therapeutics INCStock-Other0.08%-0.02%-13.26%

Holding changes this quarter

Mpm Bioimpact LLC's most significant position changes for 2026-03-31: New buy: Aktis Oncology INC (AKTS); Sold out: Madrigal Pharmaceuticals INC (MDGL); New buy: Corcept Therapeutics INC (CORT); New buy: Dianthus Therapeutics INC (DNTH); New buy: Moonlake Immunotherapeutics (MLTX).

Position changes disclosed by Mpm Bioimpact LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1DBVTDbv Technologies Sa-spon Adr+6.2%+423.00%Add
2EVMNEvommune INC+2.4%+1188.12%Add
3ALMSAlumis INC+1.4%-0.64%Trim
4CNTXContext Therapeutics INC+0.4%—Unchanged
5XENEXenon Pharmaceuticals INC+0.2%+21.23%Add
6CLYMClimb Bio INC+0.2%-2.92%Trim
7ORICOric Pharmaceuticals INC+0.1%+0.29%Add
8ABVXAbivax Sa-adr+0.1%+90.48%Add
9HOWLWerewolf Therapeutics INC0%-13.26%Trim
10RLAYRelay Therapeutics INC-0.4%+5.69%Add
11ARQTArcutis Biotherapeutics INC-0.4%+38.17%Add
12PVLAPalvella Therapeutics INC-0.5%+0.32%Add
13CRVSCorvus Pharmaceuticals INC-0.5%-38.95%Trim
14BLTEBelite Bio INC - Adr-0.5%+0.32%Add
15GLUEMonte Rosa Therapeutics INC-0.6%+0.30%Add
16AGIOAgios Pharmaceuticals INC-0.7%+0.22%Add
17EWTXEdgewise Therapeutics INC-0.7%+0.33%Add
18CGEMCullinan Therapeutics INC-0.7%—Unchanged
19RVMDRevolution Medicines INC-0.8%+0.22%Add
20SNDXSyndax Pharmaceuticals INC-0.8%+0.23%Add
21DRUGBright Minds Biosciences INC-0.9%-7.81%Trim
22STOKStoke Therapeutics INC-0.9%-0.42%Trim
23✓ Engene Holdings INC-0.9%+0.24%Add
24NTRANatera INC-1%-0.51%Trim
25DYNDyne Therapeutics INC-1.2%+0.20%Add
26URGNUroGen Pharma Ltd.-1.2%+0.26%Add
27TARSTarsus Pharmaceuticals INC-1.3%+0.27%Add
28LQDALiquidia CORP-1.4%+0.31%Add
29TRVITrevi Therapeutics INC-1.7%+0.35%Add
30QUREuniQure N.V.-2.1%-0.90%Trim
31AKTSAktis Oncology INC—NEWNew buy
32MDGLMadrigal Pharmaceuticals INC—EXITSold out
33CORTCorcept Therapeutics INC—NEWNew buy
34DNTHDianthus Therapeutics INC—NEWNew buy
35MLTXMoonlake Immunotherapeutics—NEWNew buy
36TVTXTravere Therapeutics INC—NEWNew buy
37CYTKCytokinetics INC—NEWNew buy
38PTCTPtc Therapeutics INC—EXITSold out
39FBRXForte Biosciences INC—NEWNew buy
40PTGXProtagonist Therapeutics INC—EXITSold out
41VTYXUSDVentyx Biosciences INC—EXITSold out
42ZYMEZymeworks INC—NEWNew buy
43RAPTRapt Therapeutics INC—EXITSold out
44VRDNViridian Therapeutics INC—NEWNew buy
45RCKTRocket Pharmaceuticals INC—EXITSold out
46ALLOAllogene Therapeutics INC—NEWNew buy
47MAZEMaze Therapeutics INC—EXITSold out
48SRPTSarepta Therapeutics INC—EXITSold out
49ACRSAclaris Therapeutics INC—NEWNew buy

FAQ

What is Mpm Bioimpact LLC and what type of investor is it?
Mpm Bioimpact LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.3B, spread across 41 disclosed positions.
What are Mpm Bioimpact LLC's largest equity positions?
Based on the latest 13F filing, Mpm Bioimpact LLC's top holdings by market value are: 1. Dbv Technologies Sa-spon Adr (DBVT) — $108.9M (8.4%) 2. Cullinan Therapeutics INC (CGEM) — $108.7M (8.4%) 3. Aktis Oncology INC (AKTS) — $86.5M (6.7%) 4. Liquidia CORP (LQDA) — $53.0M (4.1%) 5. Alumis INC (ALMS) — $52.6M (4.1%)
What changes did Mpm Bioimpact LLC make in its most recent portfolio filing?
In the latest reported quarter, Mpm Bioimpact LLC made 47 notable position adjustments: 11 new positions were initiated, 20 existing holdings were added to, 8 positions were partially reduced, and 8 were completely exited. The largest of these moves: New buy: Aktis Oncology INC (AKTS); Sold out: Madrigal Pharmaceuticals INC (MDGL); New buy: Corcept Therapeutics INC (CORT); New buy: Dianthus Therapeutics INC (DNTH); New buy: Moonlake Immunotherapeutics (MLTX)
What sectors does Mpm Bioimpact LLC focus on?
Mpm Bioimpact LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Health Care: 100.0%

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