MPM Bioimpact LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), MPM Bioimpact LLC reported 37 stock positions worth $1.6 billion. Its top holding was Cullinan Therapeutics (CGEM) at 10.8% of the portfolio, followed by Aktis Oncology (AKTS, 9.5%) and Liquidia (LQDA, 6.7%). Compared with Q1 2026, it opened 7 new positions, sold out of 11, added to 7 and reduced 22. The biggest buy was a new position in Ultragenyx Pharmaceutical (RARE) and the biggest sale DBV Technologies SA-Spon ADR (DBVT, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001687078
- Portfolio Value
- $1.6B (Q2 2026)
- SEC Filing
- 0001193125-26-352199 ↗ filed Aug 14, 2026
Holdings Value
Holdings 37 stocks · $1.6B
| CGEM Cullinan Therapeutics Inc. | 10.81% | 9,731,341 | $177.2M | Add +27.2% |
| AKTS Aktis Oncology Inc. | 9.50% | 4,835,872 | $155.9M | No change |
| LQDA Liquidia Corp. | 6.74% | 1,386,174 | $110.5M | Reduce -1.4% |
| RVMD Revolution Medicines Inc. | 5.62% | 492,483 | $92.2M | Reduce -2.8% |
| CORT Corcept Therapeutics Inc. | 4.09% | 771,028 | $67.0M | Reduce -21.8% |
| EWTX Edgewise Therapeutics Inc. | 4.02% | 1,620,780 | $65.9M | Reduce -2.4% |
| TVTX Travere Therapeutics Inc. | 3.89% | 1,122,731 | $63.8M | Reduce -0.9% |
| DBVT DBV Technologies SA-Spon ADR | 3.67% | 3,666,284 | $60.1M | Reduce -29.7% |
| TRVI Trevi Therapeutics Inc. | 3.50% | 3,073,577 | $57.3M | Reduce -6.8% |
| ALMS Alumis Inc. | 3.46% | 2,019,020 | $56.8M | Reduce -15.4% |
| QURE Uniqure NV | 3.44% | 1,225,855 | $56.5M | Reduce -10.5% |
| RARE Ultragenyx Pharmaceutical Inc. | 2.89% | 1,418,215 | $47.4M | New |
| RLAY Relay Therapeutics Inc. | 2.76% | 2,415,672 | $45.2M | Add +2.4% |
| ABVX Abivax SA-ADR | 2.73% | 336,347 | $44.8M | Add +213.6% |
| DYN Dyne Therapeutics Inc. | 2.60% | 1,922,093 | $42.7M | Add +36.5% |
| DNTH Dianthus Therapeutics Inc. | 2.50% | 420,002 | $40.9M | Reduce -0.9% |
| BIOA Bioage Labs Inc. | 2.49% | 1,667,661 | $40.9M | New |
| URGN Urogen Pharma Ltd. | 2.09% | 933,415 | $34.3M | Reduce -1.1% |
| MLTX Moonlake Immunotherapeutics | 1.91% | 1,606,967 | $31.3M | Reduce -11.3% |
| PVLA Palvella Therapeutics Inc. | 1.90% | 204,027 | $31.2M | Reduce -1.1% |
| TSHA Taysha Gene Therapies Inc. | 1.87% | 4,500,000 | $30.6M | New |
| SNDX Syndax Pharmaceuticals Inc. | 1.78% | 1,333,523 | $29.2M | Reduce -0.5% |
| GLUE Monte Rosa Therapeutics Inc. | 1.71% | 1,161,081 | $28.1M | Reduce -1.4% |
| ZURA Zura Bio Ltd. | 1.61% | 4,472,843 | $26.4M | New |
| NTRA Natera Inc. | 1.53% | 92,638 | $25.1M | Reduce -0.5% |
| STOK Stoke Therapeutics Inc. | 1.44% | 723,314 | $23.7M | Reduce -5.7% |
| ANL Adlai Nortye Group Ltd. | 1.36% | 1,936,291 | $22.3M | New |
| BLTE Belite Bio Inc. - ADR | 1.29% | 137,208 | $21.1M | Add +55.8% |
| FBRX Forte Biosciences Inc. | 1.28% | 987,448 | $21.0M | Reduce -1.3% |
| ORIC Oric Pharmaceuticals Inc. | 1.24% | 1,882,162 | $20.4M | Add +4.3% |
| TARS Tarsus Pharmaceuticals Inc. | 1.24% | 322,007 | $20.3M | Reduce -2.4% |
| ANNX Annexon Inc. | 1.23% | 3,544,354 | $20.2M | New |
| DRUG Bright Minds Biosciences Inc. | 0.87% | 202,114 | $14.2M | Reduce -4.7% |
| TRDA Entrada Therapeutics Inc. | 0.56% | 1,253,053 | $9.2M | New |
| ACRS Aclaris Therapeutics Inc. | 0.34% | 1,042,467 | $5.5M | Add +166.0% |
| CNTX Context Therapeutics Inc. | 0.04% | 1,299,046 | $720K | Reduce -87.8% |
| HOWL Werewolf Therapeutics Inc. | 0.00% | 80,142 | $29K | Reduce -93.4% |
Portfolio Sells Q1 2026 → Q2 2026
| DBVT DBV Technologies SA-Spon ADR | Reduce -29.7% | 3.67% | −4.74 |
| AGIO Agios Pharmaceuticals Inc. | Sold out | 0.00% | −3.41 |
| XENE Xenon Pharmaceuticals Inc. | Sold out | 0.00% | −2.64 |
| EVMN Evommune Inc. | Sold out | 0.00% | −2.58 |
| CYTK Cytokinetics Inc. | Sold out | 0.00% | −2.54 |
| CNTX Context Therapeutics Inc. | Reduce -87.8% | 0.04% | −2.12 |
| CRVS Corvus Pharmaceuticals Inc. | Sold out | 0.00% | −1.89 |
| CLYM Climb Bio Inc. | Sold out | 0.00% | −1.37 |
| ARQT Arcutis Biotherapeutics Inc. | Sold out | 0.00% | −1.34 |
| ZYME Zymeworks Inc. | Sold out | 0.00% | −1.09 |
| VRDN Viridian Therapeutics Inc. | Sold out | 0.00% | −0.98 |
| ENGN Engene Holdings Inc. | Sold out | 0.00% | −0.97 |
| FBRX Forte Biosciences Inc. | Reduce -1.3% | 1.28% | −0.72 |
| MLTX Moonlake Immunotherapeutics | Reduce -11.3% | 1.91% | −0.70 |
| SNDX Syndax Pharmaceuticals Inc. | Reduce -0.5% | 1.78% | −0.64 |
| ALMS Alumis Inc. | Reduce -15.4% | 3.46% | −0.60 |
| TARS Tarsus Pharmaceuticals Inc. | Reduce -2.4% | 1.24% | −0.55 |
| STOK Stoke Therapeutics Inc. | Reduce -5.7% | 1.44% | −0.49 |
| ALLO Allogene Therapeutics Inc. | Sold out | 0.00% | −0.42 |
| DRUG Bright Minds Biosciences Inc. | Reduce -4.7% | 0.87% | −0.33 |
| DNTH Dianthus Therapeutics Inc. | Reduce -0.9% | 2.50% | −0.25 |
| PVLA Palvella Therapeutics Inc. | Reduce -1.1% | 1.90% | −0.09 |
| HOWL Werewolf Therapeutics Inc. | Reduce -93.4% | 0.00% | −0.08 |
| EWTX Edgewise Therapeutics Inc. | Reduce -2.4% | 4.02% | −0.02 |
| NTRA Natera Inc. | Reduce -0.5% | 1.53% | +0.10 |
| GLUE Monte Rosa Therapeutics Inc. | Reduce -1.4% | 1.71% | +0.22 |
| TRVI Trevi Therapeutics Inc. | Reduce -6.8% | 3.50% | +0.46 |
| URGN Urogen Pharma Ltd. | Reduce -1.1% | 2.09% | +0.78 |
| CORT Corcept Therapeutics Inc. | Reduce -21.8% | 4.09% | +1.02 |
| TVTX Travere Therapeutics Inc. | Reduce -0.9% | 3.89% | +1.29 |
| QURE Uniqure NV | Reduce -10.5% | 3.44% | +1.71 |
| RVMD Revolution Medicines Inc. | Reduce -2.8% | 5.62% | +1.82 |
| LQDA Liquidia Corp. | Reduce -1.4% | 6.74% | +2.64 |
Portfolio Buys Q1 2026 → Q2 2026
| RARE Ultragenyx Pharmaceutical Inc. | New | 2.89% | +2.89 |
| BIOA Bioage Labs Inc. | New | 2.49% | +2.49 |
| CGEM Cullinan Therapeutics Inc. | Add +27.2% | 10.81% | +2.41 |
| TSHA Taysha Gene Therapies Inc. | New | 1.87% | +1.87 |
| ABVX Abivax SA-ADR | Add +213.6% | 2.73% | +1.81 |
| ZURA Zura Bio Ltd. | New | 1.61% | +1.61 |
| ANL Adlai Nortye Group Ltd. | New | 1.36% | +1.36 |
| ANNX Annexon Inc. | New | 1.23% | +1.23 |
| RLAY Relay Therapeutics Inc. | Add +2.4% | 2.76% | +0.94 |
| DYN Dyne Therapeutics Inc. | Add +36.5% | 2.60% | +0.63 |
| TRDA Entrada Therapeutics Inc. | New | 0.56% | +0.56 |
| ACRS Aclaris Therapeutics Inc. | Add +166.0% | 0.34% | +0.22 |
| BLTE Belite Bio Inc. - ADR | Add +55.8% | 1.29% | +0.20 |
| ORIC Oric Pharmaceuticals Inc. | Add +4.3% | 1.24% | −0.52 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 37 | $1.6B | CGEM, AKTS, LQDA, RVMD, CORT |
| Q1 2026 | 41 | $1.3B | DBVT, CGEM, AKTS, LQDA, ALMS |
| Q4 2025 | 38 | $874.0M | CGEM, MDGL, LQDA, TRVI, EWTX |
| Q3 2025 | 40 | $610.9M | MDGL, CGEM, RNAM, TRVI, EWTX |
| Q2 2025 | 44 | $577.2M | CGEM, MDGL, ZLAB, GH, SPRY |
| Q1 2025 | 43 | $581.7M | CGEM, MDGL, ZLAB, EWTX, LNTH |
| Q4 2024 | 47 | $704.4M | CGEM, CRNX, EWTX, INSM, NTRA |
| Q3 2024 | 43 | $666.6M | CGEM, INSM, OLMA, RNAM, CRNX |
| Q2 2024 | 44 | $643.5M | CGEM, INSM, OLMA, ITOS, CRNX |
| Q1 2024 | 38 | $622.0M | CGEM, GERN, IOVA, ZNTL, ITOS |