MPM Bioimpact LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), MPM Bioimpact LLC reported 44 stock positions worth $643.5 million. Its top holding was Cullinan Therapeutics (CGEM) at 20.7% of the portfolio, followed by Insmed (INSM, 6.4%) and Olema Pharmaceuticals (OLMA, 4.5%). Compared with Q1 2024, it opened 10 new positions, sold out of 4, added to 24 and reduced 4. The biggest buy was Insmed (INSM, shares +16%) and the biggest sale an exit from Geron (GERN).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001687078
- Portfolio Value
- $643.5M (Q2 2024)
- SEC Filing
- 0000950123-24-008626 ↗ filed Aug 14, 2024
Holdings Value
Holdings 44 stocks · $643.5M
| CGEM Cullinan Therapeutics Inc. | 20.73% | 7,648,268 | $133.4M | No change |
| INSM Insmed Inc. | 6.41% | 615,391 | $41.2M | Add +15.9% |
| OLMA Olema Pharmaceuticals Inc. | 4.46% | 2,654,867 | $28.7M | Add +35.9% |
| ITOS Iteos Therapeutics Inc. | 4.03% | 1,745,943 | $25.9M | No change |
| CRNX Crinetics Pharmaceuticals Inc. | 3.88% | 557,184 | $25.0M | Add +15.9% |
| MDGL Madrigal Pharmaceuticals Inc. | 3.10% | 71,185 | $19.9M | Add +15.9% |
| IOVA Iovance Biotherapeutics Inc. | 2.95% | 2,366,714 | $19.0M | Add +7.6% |
| NTRA Natera Inc. | 2.94% | 174,811 | $18.9M | Add +1.4% |
| MIRM Mirum Pharmaceuticals Inc. | 2.62% | 492,569 | $16.8M | New |
| RARE Ultragenyx Pharmaceutical Inc. | 2.43% | 380,552 | $15.6M | Add +55.0% |
| MLTX Moonlake Immunotherapeutics | 2.35% | 343,235 | $15.1M | Add +15.9% |
| GH Guardant Health Inc. | 2.24% | 500,000 | $14.4M | New |
| IRON Disc Medicine Inc. | 2.14% | 305,658 | $13.8M | Add +175.9% |
| ALKS Alkermes PLC | 2.09% | 557,556 | $13.4M | New |
| EWTX Edgewise Therapeutics Inc. | 2.07% | 740,661 | $13.3M | Add +67.8% |
| ALXO Alx Oncology Holdings Inc. | 2.04% | 2,180,864 | $13.2M | Add +71.9% |
| MORF Morphic Holding Inc. | 1.96% | 369,384 | $12.6M | Add +13.5% |
| LNTH Lantheus Holdings Inc. | 1.87% | 150,000 | $12.0M | New |
| RVMD Revolution Medicines Inc. | 1.75% | 289,396 | $11.2M | Add +5.9% |
| AVDL Avadel Pharmaceuticals plc | 1.71% | 783,242 | $11.0M | Reduce -10.1% |
| XERS Xeris Biopharma Holdings Inc. | 1.69% | 4,830,526 | $10.9M | Add +15.9% |
| AXSM Axsome Therapeutics Inc. | 1.66% | 132,312 | $10.7M | Add +15.9% |
| KALV Kalvista Pharmaceuticals Inc. | 1.61% | 881,937 | $10.4M | Add +15.9% |
| NTLA Intellia Therapeutics Inc. | 1.54% | 443,503 | $9.9M | Add +2.5% |
| HLVX Hillevax Inc. | 1.45% | 645,085 | $9.3M | New |
| AKRO Akero Therapeutics Inc. | 1.41% | 385,990 | $9.1M | Add +15.9% |
| ETNB 89BIO Inc. | 1.40% | 1,121,736 | $9.0M | Add +15.9% |
| FULC Fulcrum Therapeutics Inc. | 1.39% | 1,444,851 | $9.0M | Add +27.1% |
| STRO Sutro Biopharma Inc. Com SHS | 1.39% | 3,043,346 | $8.9M | Reduce -25.7% |
| SRRK Scholar Rock Holding Corp. | 1.33% | 1,028,330 | $8.6M | New |
| RLAY Relay Therapeutics Inc. | 1.29% | 1,274,459 | $8.3M | Add +53.2% |
| RNAC Cartesian Therapeutics Inc. | 1.09% | 259,696 | $7.0M | New |
| RGNX Regenxbio Inc. | 1.01% | 557,076 | $6.5M | Add +1.5% |
| VKTX Viking Therapeutics Inc. | 0.98% | 118,960 | $6.3M | Reduce -20.7% |
| ZNTL Zentalis Pharmaceuticals Inc. | 0.92% | 1,450,000 | $5.9M | Reduce -4.4% |
| HOWL Werewolf Therapeutics Inc. | 0.91% | 2,388,011 | $5.8M | No change |
| RPTX Repare Therapeutics Inc. | 0.84% | 1,639,849 | $5.4M | No change |
| RNAM Avidity Biosciences Inc. | 0.79% | 125,000 | $5.1M | New |
| CMPX Compass Therapeutics Inc. | 0.78% | 5,005,086 | $5.0M | Add +153.9% |
| ADAPY Adaptimmune Therapeutics-ADR | 0.77% | 5,095,912 | $5.0M | No change |
| IMTX Immatics NV | 0.75% | 417,810 | $4.9M | New |
| TRVI Trevi Therapeutics Inc. | 0.70% | 1,510,174 | $4.5M | Add +12.6% |
| VERV Verve Therapeutics Inc. | 0.48% | 638,163 | $3.1M | No change |
| ALLK Allakos LLC | 0.05% | 344,900 | $345K | New |
Portfolio Sells Q1 2024 → Q2 2024
| GERN Geron Corp. | Sold out | 0.00% | −5.56 |
| ZNTL Zentalis Pharmaceuticals Inc. | Reduce -4.4% | 0.92% | −2.92 |
| STRO Sutro Biopharma Inc. Com SHS | Reduce -25.7% | 1.39% | −2.34 |
| VRDN Viridian Therapeutics Inc. | Sold out | 0.00% | −1.73 |
| FOLD Amicus Therapeutics Inc. | Sold out | 0.00% | −1.36 |
| VKTX Viking Therapeutics Inc. | Reduce -20.7% | 0.98% | −1.00 |
| IMMATICS N.V | Sold out | 0.00% | −0.67 |
| AVDL Avadel Pharmaceuticals plc | Reduce -10.1% | 1.71% | −0.65 |
Portfolio Buys Q1 2024 → Q2 2024
| INSM Insmed Inc. | Add +15.9% | 6.41% | +4.09 |
| MIRM Mirum Pharmaceuticals Inc. | New | 2.62% | +2.62 |
| GH Guardant Health Inc. | New | 2.24% | +2.24 |
| ALKS Alkermes PLC | New | 2.09% | +2.09 |
| LNTH Lantheus Holdings Inc. | New | 1.87% | +1.87 |
| HLVX Hillevax Inc. | New | 1.45% | +1.45 |
| SRRK Scholar Rock Holding Corp. | New | 1.33% | +1.33 |
| RNAC Cartesian Therapeutics Inc. | New | 1.09% | +1.09 |
| IRON Disc Medicine Inc. | Add +175.9% | 2.14% | +1.03 |
| OLMA Olema Pharmaceuticals Inc. | Add +35.9% | 4.46% | +0.91 |
| RNAM Avidity Biosciences Inc. | New | 0.79% | +0.79 |
| EWTX Edgewise Therapeutics Inc. | Add +67.8% | 2.07% | +0.78 |
| IMTX Immatics NV | New | 0.75% | +0.75 |
| RARE Ultragenyx Pharmaceutical Inc. | Add +55.0% | 2.43% | +0.59 |
| MDGL Madrigal Pharmaceuticals Inc. | Add +15.9% | 3.10% | +0.46 |
| NTRA Natera Inc. | Add +1.4% | 2.94% | +0.41 |
| RVMD Revolution Medicines Inc. | Add +5.9% | 1.75% | +0.33 |
| CRNX Crinetics Pharmaceuticals Inc. | Add +15.9% | 3.88% | +0.26 |
| XERS Xeris Biopharma Holdings Inc. | Add +15.9% | 1.69% | +0.21 |
| AXSM Axsome Therapeutics Inc. | Add +15.9% | 1.66% | +0.19 |
| RLAY Relay Therapeutics Inc. | Add +53.2% | 1.29% | +0.18 |
| KALV Kalvista Pharmaceuticals Inc. | Add +15.9% | 1.61% | +0.16 |
| CMPX Compass Therapeutics Inc. | Add +153.9% | 0.78% | +0.15 |
| MORF Morphic Holding Inc. | Add +13.5% | 1.96% | +0.11 |
| AKRO Akero Therapeutics Inc. | Add +15.9% | 1.41% | +0.06 |
| ALLK Allakos LLC | New | 0.05% | +0.05 |
| TRVI Trevi Therapeutics Inc. | Add +12.6% | 0.70% | −0.04 |
| MLTX Moonlake Immunotherapeutics | Add +15.9% | 2.35% | −0.05 |
| ALXO Alx Oncology Holdings Inc. | Add +71.9% | 2.04% | −0.23 |
| FULC Fulcrum Therapeutics Inc. | Add +27.1% | 1.39% | −0.33 |
| NTLA Intellia Therapeutics Inc. | Add +2.5% | 1.54% | −0.37 |
| ETNB 89BIO Inc. | Add +15.9% | 1.40% | −0.41 |
| RGNX Regenxbio Inc. | Add +1.5% | 1.01% | −0.85 |
| IOVA Iovance Biotherapeutics Inc. | Add +7.6% | 2.95% | −2.29 |
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 |