MPM Bioimpact LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), MPM Bioimpact LLC reported 38 stock positions worth $622.0 million. Its top holding was Cullinan Therapeutics (CGEM) at 21.0% of the portfolio, followed by Geron (GERN, 5.6%) and Iovance Biotherapeutics (IOVA, 5.2%). Compared with Q4 2023, it opened 12 new positions, sold out of 6, added to 14 and reduced 4. The biggest buy was a new position in Zentalis Pharmaceuticals (ZNTL) and the biggest sale an exit from Karuna Therapeutics (KRTX).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001687078
- Portfolio Value
- $622.0M (Q1 2024)
- SEC Filing
- 0000950123-24-005704 ↗ filed May 15, 2024
Holdings Value
Holdings 38 stocks · $622.0M
| CGEM Cullinan Therapeutics Inc. | 20.95% | 7,648,268 | $130.3M | No change |
| GERN Geron Corp. | 5.56% | 10,475,675 | $34.6M | Reduce -2.2% |
| IOVA Iovance Biotherapeutics Inc. | 5.24% | 2,200,000 | $32.6M | Reduce -33.1% |
| ZNTL Zentalis Pharmaceuticals Inc. | 3.84% | 1,516,183 | $23.9M | New |
| ITOS Iteos Therapeutics Inc. | 3.83% | 1,745,943 | $23.8M | No change |
| STRO Sutro Biopharma Inc. Com SHS | 3.72% | 4,096,619 | $23.1M | New |
| CRNX Crinetics Pharmaceuticals Inc. | 3.62% | 480,588 | $22.5M | Add +0.5% |
| OLMA Olema Pharmaceuticals Inc. | 3.56% | 1,953,690 | $22.1M | Add +5.2% |
| MDGL Madrigal Pharmaceuticals Inc. | 2.64% | 61,399 | $16.4M | Add +50.1% |
| NTRA Natera Inc. | 2.54% | 172,413 | $15.8M | New |
| HOWL Werewolf Therapeutics Inc. | 2.49% | 2,388,011 | $15.5M | No change |
| MLTX Moonlake Immunotherapeutics | 2.39% | 296,050 | $14.9M | Add +0.5% |
| AVDL Avadel Pharmaceuticals plc | 2.37% | 871,149 | $14.7M | Add +31.0% |
| INSM Insmed Inc. | 2.32% | 530,794 | $14.4M | Add +0.5% |
| ALXO Alx Oncology Holdings Inc. | 2.27% | 1,268,471 | $14.1M | Add +0.3% |
| VKTX Viking Therapeutics Inc. | 1.98% | 150,000 | $12.3M | Reduce -53.9% |
| NTLA Intellia Therapeutics Inc. | 1.91% | 432,598 | $11.9M | Add +13.1% |
| RGNX Regenxbio Inc. | 1.86% | 549,078 | $11.6M | No change |
| RARE Ultragenyx Pharmaceutical Inc. | 1.84% | 245,590 | $11.5M | New |
| MORF Morphic Holding Inc. | 1.84% | 325,333 | $11.5M | Add +0.5% |
| ETNB 89BIO Inc. | 1.81% | 967,742 | $11.3M | New |
| VRDN Viridian Therapeutics Inc. | 1.73% | 614,010 | $10.8M | Add +514.0% |
| FULC Fulcrum Therapeutics Inc. | 1.73% | 1,137,108 | $10.7M | New |
| XERS Xeris Biopharma Holdings Inc. | 1.48% | 4,166,496 | $9.2M | Add +8.3% |
| AXSM Axsome Therapeutics Inc. | 1.46% | 114,127 | $9.1M | Add +22.2% |
| KALV Kalvista Pharmaceuticals Inc. | 1.45% | 760,722 | $9.0M | New |
| RVMD Revolution Medicines Inc. | 1.42% | 273,217 | $8.8M | Reduce -0.1% |
| VERV Verve Therapeutics Inc. | 1.36% | 638,163 | $8.5M | No change |
| FOLD Amicus Therapeutics Inc. | 1.36% | 718,970 | $8.5M | Add +0.4% |
| AKRO Akero Therapeutics Inc. | 1.35% | 332,924 | $8.4M | New |
| ADAPY Adaptimmune Therapeutics-ADR | 1.29% | 5,095,912 | $8.1M | No change |
| EWTX Edgewise Therapeutics Inc. | 1.29% | 441,259 | $8.0M | New |
| RPTX Repare Therapeutics Inc. | 1.24% | 1,639,849 | $7.7M | No change |
| RLAY Relay Therapeutics Inc. | 1.11% | 832,017 | $6.9M | No change |
| IRON Disc Medicine Inc. | 1.11% | 110,779 | $6.9M | Add +121.6% |
| TRVI Trevi Therapeutics Inc. | 0.74% | 1,340,960 | $4.6M | New |
| IMMATICS N.V | 0.67% | 395,237 | $4.2M | New |
| CMPX Compass Therapeutics Inc. | 0.63% | 1,971,402 | $3.9M | New |
Portfolio Sells Q4 2023 → Q1 2024
| KRTX Karuna Therapeutics Inc. | Sold out | 0.00% | −3.95 |
| CBAY Cymabay Therapeutics Inc. | Sold out | 0.00% | −3.38 |
| GPCR Structure Therapeutics Inc. | Sold out | 0.00% | −2.20 |
| IOVA Iovance Biotherapeutics Inc. | Reduce -33.1% | 5.24% | −1.01 |
| HARP Harpoon Therapeutics Inc. | Sold out | 0.00% | −0.85 |
| RVMD Revolution Medicines Inc. | Reduce -0.1% | 1.42% | −0.42 |
| INZY Inozyme Pharma Inc. | Sold out | 0.00% | −0.32 |
| PHAT Phathom Pharmaceuticals Inc. | Sold out | 0.00% | −0.15 |
| GERN Geron Corp. | Reduce -2.2% | 5.56% | +0.27 |
| VKTX Viking Therapeutics Inc. | Reduce -53.9% | 1.98% | +0.56 |
Portfolio Buys Q4 2023 → Q1 2024
| ZNTL Zentalis Pharmaceuticals Inc. | New | 3.84% | +3.84 |
| STRO Sutro Biopharma Inc. Com SHS | New | 3.72% | +3.72 |
| NTRA Natera Inc. | New | 2.54% | +2.54 |
| RARE Ultragenyx Pharmaceutical Inc. | New | 1.84% | +1.84 |
| ETNB 89BIO Inc. | New | 1.81% | +1.81 |
| FULC Fulcrum Therapeutics Inc. | New | 1.73% | +1.73 |
| KALV Kalvista Pharmaceuticals Inc. | New | 1.45% | +1.45 |
| AKRO Akero Therapeutics Inc. | New | 1.35% | +1.35 |
| EWTX Edgewise Therapeutics Inc. | New | 1.29% | +1.29 |
| VRDN Viridian Therapeutics Inc. | Add +514.0% | 1.73% | +1.22 |
| TRVI Trevi Therapeutics Inc. | New | 0.74% | +0.74 |
| IMMATICS N.V | New | 0.67% | +0.67 |
| CMPX Compass Therapeutics Inc. | New | 0.63% | +0.63 |
| IRON Disc Medicine Inc. | Add +121.6% | 1.11% | +0.43 |
| MDGL Madrigal Pharmaceuticals Inc. | Add +50.1% | 2.64% | +0.42 |
| AVDL Avadel Pharmaceuticals plc | Add +31.0% | 2.37% | +0.17 |
| AXSM Axsome Therapeutics Inc. | Add +22.2% | 1.46% | −0.27 |
| MORF Morphic Holding Inc. | Add +0.5% | 1.84% | −0.35 |
| CRNX Crinetics Pharmaceuticals Inc. | Add +0.5% | 3.62% | −0.36 |
| XERS Xeris Biopharma Holdings Inc. | Add +8.3% | 1.48% | −0.63 |
| NTLA Intellia Therapeutics Inc. | Add +13.1% | 1.91% | −0.82 |
| FOLD Amicus Therapeutics Inc. | Add +0.4% | 1.36% | −1.01 |
| INSM Insmed Inc. | Add +0.5% | 2.32% | −1.51 |
| MLTX Moonlake Immunotherapeutics | Add +0.5% | 2.39% | −1.77 |
| ALXO Alx Oncology Holdings Inc. | Add +0.3% | 2.27% | −2.13 |
| OLMA Olema Pharmaceuticals Inc. | Add +5.2% | 3.56% | −2.54 |
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 |