Mpm Bioimpact Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Mpm Bioimpact Llc disclosed 31 stock positions valued at approximately $1.64B as of quarter-end June 30, 2026. The largest holdings include Cullinan Therapeutics, Inc., Liquidia Corporation, and Revolution Medicines, Inc..
- Report Period
- June 30, 2026
- No. of Stocks
- 31
- Portfolio Value
- $1.64B
Holdings by Sector
Mpm Bioimpact Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Cullinan Therapeutics, Inc. | CGEM | Healthcare | 10.81% | 9,731,341 | +2,083,073 | +27.24% | $177,207,720 |
| Liquidia Corporation | LQDA | Healthcare | 6.74% | 1,386,174 | -18,984 | -1.35% | $110,519,653 |
| Revolution Medicines, Inc. | RVMD | Healthcare | 5.62% | 492,483 | -14,293 | -2.82% | $92,232,216 |
| Corcept Therapeutics, Inc. | CORT | Healthcare | 4.09% | 771,028 | -214,672 | -21.78% | $67,040,885 |
| Edgewise Therapeutics Inc | EWTX | Healthcare | 4.02% | 1,620,780 | -39,916 | -2.40% | $65,852,291 |
| Travere Therapeutics Inc | TVTX | Healthcare | 3.89% | 1,122,731 | -10,634 | -0.94% | $63,782,348 |
| DBV Technologies S A | DBVTF | Other | 3.67% | 3,666,284 | -1,547,077 | -29.68% | $60,127,058 |
| Trevi Therapeutics Inc | TRVI | Healthcare | 3.50% | 3,073,577 | -224,853 | -6.82% | $57,322,211 |
| Alumis Inc | ALMS | Healthcare | 3.46% | 2,019,020 | -367,509 | -15.40% | $56,815,223 |
| Uniqure NV | QURE | Other | 3.44% | 1,225,855 | -143,376 | -10.47% | $56,462,881 |
| Ultragenyx Pharmaceuticals, Inc. | RARE | Healthcare | 2.89% | 1,418,215 | +1,418,215 | +100.00% | $47,354,199 |
| Relay Therapeutics Inc. | RLAY | Healthcare | 2.76% | 2,415,672 | +56,086 | +2.38% | $45,197,223 |
| Abivax SA | ABVX | Healthcare | 2.73% | 336,347 | +229,079 | +213.56% | $44,821,601 |
| Dyne Therapeutics, Inc. | DYN | Healthcare | 2.60% | 1,922,093 | +513,941 | +36.50% | $42,689,686 |
| Dianthus Therapeutics Inc | DNTH | Healthcare | 2.50% | 420,002 | -3,980 | -0.94% | $40,941,795 |
| MoonLake Immunotherapeutics | MLTX | Healthcare | 1.91% | 1,606,967 | -204,115 | -11.27% | $31,287,647 |
| Palvella Therapeutics Inc | PVLA | Other | 1.90% | 204,027 | -2,377 | -1.15% | $31,179,406 |
| Taysha Gene Therapies, Inc. | TSHA | Healthcare | 1.87% | 4,500,000 | +4,500,000 | +100.00% | $30,645,000 |
| Syndax Pharmaceuticals Inc | SNDX | Healthcare | 1.78% | 1,333,523 | -7,210 | -0.54% | $29,150,813 |
| Monte Rosa Therapeutics Inc | GLUE | Healthcare | 1.71% | 1,161,081 | -15,847 | -1.35% | $28,098,160 |
| Zura Bio Ltd. | ZURA | Other | 1.61% | 4,472,843 | +4,472,843 | +100.00% | $26,389,774 |
| Natera Inc | NTRA | Healthcare | 1.53% | 92,638 | -436 | -0.47% | $25,146,585 |
| Stoke Therapeutics Inc | STOK | Healthcare | 1.44% | 723,314 | -43,724 | -5.70% | $23,666,834 |
| Belite Bio Inc | BLTE | Healthcare | 1.29% | 137,208 | +49,163 | +55.84% | $21,127,974 |
| Oric Pharmaceuticals Inc | ORIC | Healthcare | 1.24% | 1,882,162 | +78,217 | +4.34% | $20,383,814 |
| Tarsus Pharmaceuticals Inc | TARS | Healthcare | 1.24% | 322,007 | -7,743 | -2.35% | $20,267,121 |
| Annexon Inc | ANNX | Healthcare | 1.23% | 3,544,354 | +3,544,354 | +100.00% | $20,238,261 |
| Entrada Therapeutics, Inc. | TRDA | Healthcare | 0.56% | 1,253,053 | +1,253,053 | +100.00% | $9,222,470 |
| Aclaris Therapeutics Inc | ACRS | Healthcare | 0.34% | 1,042,467 | +650,549 | +165.99% | $5,514,650 |
| Context Therapeutics Inc | CNTX | Healthcare | 0.04% | 1,299,046 | -9,380,345 | -87.84% | $719,542 |
Showing 30 of 31 holdings in the latest reporting period.