Mpm Bioimpact Llc Portfolio Stock Holdings
Mpm Bioimpact Llc disclosed 41 stock positions valued at approximately $1.3 billion in its latest SEC 13F filing. The largest holdings include Cullinan Therapeutics, Inc., Liquidia Corporation, and Alumis Inc. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 41
- Portfolio Value
- $1.3B
Holdings by Sector
Mpm Bioimpact Llc Portfolio Holdings in Q1 2026
33 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Cullinan Therapeutics, Inc. | CGEM | Healthcare | 8.39% | 7,648,268 | - | - | $108,681,888 |
| Liquidia Corporation | LQDA | Healthcare | 4.10% | 1,405,158 | +4,289 | +0.31% | $53,030,663 |
| Alumis Inc | ALMS | Healthcare | 4.06% | 2,386,529 | -15,463 | -0.64% | $52,575,234 |
| Edgewise Therapeutics Inc | EWTX | Healthcare | 4.04% | 1,660,696 | +5,440 | +0.33% | $52,311,924 |
| Revolution Medicines, Inc. | RVMD | Healthcare | 3.81% | 506,776 | +1,104 | +0.22% | $49,283,966 |
| Agios Pharmaceuticals Inc | AGIO | Healthcare | 3.41% | 1,306,261 | +2,888 | +0.22% | $44,190,810 |
| Corcept Therapeutics, Inc. | CORT | Healthcare | 3.07% | 985,700 | +985,700 | +100.00% | $39,733,567 |
| Trevi Therapeutics Inc | TRVI | Healthcare | 3.04% | 3,298,430 | +11,343 | +0.35% | $39,350,270 |
| Dianthus Therapeutics Inc | DNTH | Healthcare | 2.75% | 423,982 | +423,982 | +100.00% | $35,580,569 |
| Xenon Pharmaceuticals Inc | XENE | Healthcare | 2.64% | 588,706 | +103,086 | +21.23% | $34,233,254 |
| MoonLake Immunotherapeutics | MLTX | Healthcare | 2.61% | 1,811,082 | +1,811,082 | +100.00% | $33,758,568 |
| Travere Therapeutics Inc | TVTX | Healthcare | 2.60% | 1,133,365 | +1,133,365 | +100.00% | $33,672,274 |
| Cytokinetics Inc | CYTK | Healthcare | 2.54% | 500,000 | +500,000 | +100.00% | $32,955,000 |
| Syndax Pharmaceuticals Inc | SNDX | Healthcare | 2.42% | 1,340,733 | +3,031 | +0.23% | $31,319,523 |
| Context Therapeutics Inc | CNTX | Healthcare | 2.16% | 10,679,391 | - | - | $27,980,004 |
| Dyne Therapeutics, Inc. | DYN | Healthcare | 1.97% | 1,408,152 | +2,764 | +0.20% | $25,529,796 |
| Stoke Therapeutics Inc | STOK | Healthcare | 1.93% | 767,038 | -3,251 | -0.42% | $24,974,757 |
| Corvus Pharmaceuticals Inc | CRVS | Healthcare | 1.89% | 1,674,875 | -1,068,796 | -38.95% | $24,503,421 |
| Relay Therapeutics Inc. | RLAY | Healthcare | 1.81% | 2,359,586 | +127,135 | +5.69% | $23,477,881 |
| Tarsus Pharmaceuticals Inc | TARS | Healthcare | 1.79% | 329,750 | +881 | +0.27% | $23,131,963 |
| Oric Pharmaceuticals Inc | ORIC | Healthcare | 1.77% | 1,803,945 | +5,228 | +0.29% | $22,855,983 |
| Monte Rosa Therapeutics Inc | GLUE | Healthcare | 1.50% | 1,176,928 | +3,552 | +0.30% | $19,360,466 |
| Natera Inc | NTRA | Healthcare | 1.44% | 93,074 | -477 | -0.51% | $18,613,869 |
| Climb Bio Inc | ELYM | Other | 1.37% | 2,593,439 | -78,041 | -2.92% | $17,765,057 |
| Arcutis Biotherapeutics Inc | ARQT | Healthcare | 1.34% | 733,966 | +202,766 | +38.17% | $17,292,239 |
| Zymeworks, Inc. | ZYME | Healthcare | 1.09% | 565,249 | +565,249 | +100.00% | $14,153,835 |
| Belite Bio Inc | BLTE | Healthcare | 1.08% | 88,045 | +285 | +0.32% | $14,037,895 |
| Viridian Therapeutics Inc | VRDN | Healthcare | 0.98% | 649,873 | +649,873 | +100.00% | $12,711,516 |
| enGene Holdings, Inc. | ENGN | Healthcare | 0.97% | 1,845,373 | +4,475 | +0.24% | $12,566,990 |
| Abivax SA | ABVX | Healthcare | 0.92% | 107,268 | +50,952 | +90.48% | $11,944,292 |
| Allogene Therapeutics, Inc. | ALLO | Healthcare | 0.42% | 2,242,933 | +2,242,933 | +100.00% | $5,472,757 |
| Aclaris Therapeutics Inc | ACRS | Healthcare | 0.11% | 391,918 | +391,918 | +100.00% | $1,469,693 |
| Werewolf Therapeutics, Inc. | HOWL | Healthcare | 0.08% | 1,208,810 | -184,747 | -13.26% | $1,006,455 |