MPM Bioimpact LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), MPM Bioimpact LLC reported 41 stock positions worth $1.3 billion. Its top holding was DBV Technologies SA-Spon ADR (DBVT) at 8.4% of the portfolio, followed by Cullinan Therapeutics (CGEM, 8.4%) and Aktis Oncology (AKTS, 6.7%). Compared with Q4 2025, it opened 11 new positions, sold out of 8, added to 20 and reduced 8. The biggest buy was a new position in Aktis Oncology (AKTS) and the biggest sale an exit from Madrigal Pharmaceuticals (MDGL).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001687078
- Portfolio Value
- $1.3B (Q1 2026)
- SEC Filing
- 0001193125-26-226995 ↗ filed May 15, 2026
Holdings Value
Holdings 41 stocks · $1.3B
| DBVT DBV Technologies SA-Spon ADR | 8.41% | 5,213,361 | $108.9M | Add +423.0% |
| CGEM Cullinan Therapeutics Inc. | 8.39% | 7,648,268 | $108.7M | No change |
| AKTS Aktis Oncology Inc. | 6.68% | 4,835,872 | $86.5M | New |
| LQDA Liquidia Corp. | 4.10% | 1,405,158 | $53.0M | Add +0.3% |
| ALMS Alumis Inc. | 4.06% | 2,386,529 | $52.6M | Reduce -0.6% |
| EWTX Edgewise Therapeutics Inc. | 4.04% | 1,660,696 | $52.3M | Add +0.3% |
| RVMD Revolution Medicines Inc. | 3.81% | 506,776 | $49.3M | Add +0.2% |
| AGIO Agios Pharmaceuticals Inc. | 3.41% | 1,306,261 | $44.2M | Add +0.2% |
| CORT Corcept Therapeutics Inc. | 3.07% | 985,700 | $39.7M | New |
| TRVI Trevi Therapeutics Inc. | 3.04% | 3,298,430 | $39.4M | Add +0.3% |
| DNTH Dianthus Therapeutics Inc. | 2.75% | 423,982 | $35.6M | New |
| XENE Xenon Pharmaceuticals Inc. | 2.64% | 588,706 | $34.2M | Add +21.2% |
| MLTX Moonlake Immunotherapeutics | 2.61% | 1,811,082 | $33.8M | New |
| TVTX Travere Therapeutics Inc. | 2.60% | 1,133,365 | $33.7M | New |
| EVMN Evommune Inc. | 2.58% | 1,455,863 | $33.5M | Add +1188.1% |
| CYTK Cytokinetics Inc. | 2.54% | 500,000 | $33.0M | New |
| SNDX Syndax Pharmaceuticals Inc. | 2.42% | 1,340,733 | $31.3M | Add +0.2% |
| CNTX Context Therapeutics Inc. | 2.16% | 10,679,391 | $28.0M | No change |
| FBRX Forte Biosciences Inc. | 2.00% | 1,000,682 | $25.9M | New |
| PVLA Palvella Therapeutics Inc. | 1.99% | 206,404 | $25.7M | Add +0.3% |
| DYN Dyne Therapeutics Inc. | 1.97% | 1,408,152 | $25.5M | Add +0.2% |
| STOK Stoke Therapeutics Inc. | 1.93% | 767,038 | $25.0M | Reduce -0.4% |
| CRVS Corvus Pharmaceuticals Inc. | 1.89% | 1,674,875 | $24.5M | Reduce -39.0% |
| RLAY Relay Therapeutics Inc. | 1.81% | 2,359,586 | $23.5M | Add +5.7% |
| TARS Tarsus Pharmaceuticals Inc. | 1.79% | 329,750 | $23.1M | Add +0.3% |
| ORIC Oric Pharmaceuticals Inc. | 1.77% | 1,803,945 | $22.9M | Add +0.3% |
| QURE Uniqure NV | 1.73% | 1,369,231 | $22.4M | Reduce -0.9% |
| GLUE Monte Rosa Therapeutics Inc. | 1.50% | 1,176,928 | $19.4M | Add +0.3% |
| NTRA Natera Inc. | 1.44% | 93,074 | $18.6M | Reduce -0.5% |
| CLYM Climb Bio Inc. | 1.37% | 2,593,439 | $17.8M | Reduce -2.9% |
| ARQT Arcutis Biotherapeutics Inc. | 1.34% | 733,966 | $17.3M | Add +38.2% |
| URGN Urogen Pharma Ltd. | 1.31% | 943,803 | $17.0M | Add +0.3% |
| DRUG Bright Minds Biosciences Inc. | 1.20% | 212,175 | $15.5M | Reduce -7.8% |
| ZYME Zymeworks Inc. | 1.09% | 565,249 | $14.2M | New |
| BLTE Belite Bio Inc. - ADR | 1.08% | 88,045 | $14.0M | Add +0.3% |
| VRDN Viridian Therapeutics Inc. | 0.98% | 649,873 | $12.7M | New |
| ENGN Engene Holdings Inc. | 0.97% | 1,845,373 | $12.6M | Add +0.2% |
| ABVX Abivax SA-ADR | 0.92% | 107,268 | $11.9M | Add +90.5% |
| ALLO Allogene Therapeutics Inc. | 0.42% | 2,242,933 | $5.5M | New |
| ACRS Aclaris Therapeutics Inc. | 0.11% | 391,918 | $1.5M | New |
| HOWL Werewolf Therapeutics Inc. | 0.08% | 1,208,810 | $1.0M | Reduce -13.3% |
Portfolio Sells Q4 2025 → Q1 2026
| MDGL Madrigal Pharmaceuticals Inc. | Sold out | 0.00% | −6.45 |
| PTCT PTC Therapeutics Inc. | Sold out | 0.00% | −3.74 |
| QURE Uniqure NV | Reduce -0.9% | 1.73% | −2.05 |
| PTGX Protagonist Therapeutics Inc. | Sold out | 0.00% | −1.99 |
| VTYX Ventyx Biosciences Inc. | Sold out | 0.00% | −1.69 |
| RAPT Rapt Therapeutics Inc. | Sold out | 0.00% | −1.54 |
| NTRA Natera Inc. | Reduce -0.5% | 1.44% | −1.01 |
| STOK Stoke Therapeutics Inc. | Reduce -0.4% | 1.93% | −0.87 |
| DRUG Bright Minds Biosciences Inc. | Reduce -7.8% | 1.20% | −0.86 |
| RCKT Rocket Pharmaceuticals Inc. | Sold out | 0.00% | −0.64 |
| CRVS Corvus Pharmaceuticals Inc. | Reduce -39.0% | 1.89% | −0.53 |
| MAZE Maze Therapeutics Inc. | Sold out | 0.00% | −0.38 |
| SRPT Sarepta Therapeutics Inc. | Sold out | 0.00% | −0.17 |
| HOWL Werewolf Therapeutics Inc. | Reduce -13.3% | 0.08% | −0.02 |
| CLYM Climb Bio Inc. | Reduce -2.9% | 1.37% | +0.15 |
| ALMS Alumis Inc. | Reduce -0.6% | 4.06% | +1.38 |
Portfolio Buys Q4 2025 → Q1 2026
| AKTS Aktis Oncology Inc. | New | 6.68% | +6.68 |
| DBVT DBV Technologies SA-Spon ADR | Add +423.0% | 8.41% | +6.22 |
| CORT Corcept Therapeutics Inc. | New | 3.07% | +3.07 |
| DNTH Dianthus Therapeutics Inc. | New | 2.75% | +2.75 |
| MLTX Moonlake Immunotherapeutics | New | 2.61% | +2.61 |
| TVTX Travere Therapeutics Inc. | New | 2.60% | +2.60 |
| CYTK Cytokinetics Inc. | New | 2.54% | +2.54 |
| EVMN Evommune Inc. | Add +1188.1% | 2.58% | +2.36 |
| FBRX Forte Biosciences Inc. | New | 2.00% | +2.00 |
| ZYME Zymeworks Inc. | New | 1.09% | +1.09 |
| VRDN Viridian Therapeutics Inc. | New | 0.98% | +0.98 |
| ALLO Allogene Therapeutics Inc. | New | 0.42% | +0.42 |
| XENE Xenon Pharmaceuticals Inc. | Add +21.2% | 2.64% | +0.15 |
| ACRS Aclaris Therapeutics Inc. | New | 0.11% | +0.11 |
| ORIC Oric Pharmaceuticals Inc. | Add +0.3% | 1.77% | +0.08 |
| ABVX Abivax SA-ADR | Add +90.5% | 0.92% | +0.05 |
| RLAY Relay Therapeutics Inc. | Add +5.7% | 1.81% | −0.35 |
| ARQT Arcutis Biotherapeutics Inc. | Add +38.2% | 1.34% | −0.43 |
| PVLA Palvella Therapeutics Inc. | Add +0.3% | 1.99% | −0.48 |
| BLTE Belite Bio Inc. - ADR | Add +0.3% | 1.08% | −0.52 |
| GLUE Monte Rosa Therapeutics Inc. | Add +0.3% | 1.50% | −0.61 |
| AGIO Agios Pharmaceuticals Inc. | Add +0.2% | 3.41% | −0.65 |
| EWTX Edgewise Therapeutics Inc. | Add +0.3% | 4.04% | −0.66 |
| SNDX Syndax Pharmaceuticals Inc. | Add +0.2% | 2.42% | −0.80 |
| RVMD Revolution Medicines Inc. | Add +0.2% | 3.81% | −0.80 |
| ENGN Engene Holdings Inc. | Add +0.2% | 0.97% | −0.93 |
| DYN Dyne Therapeutics Inc. | Add +0.2% | 1.97% | −1.17 |
| URGN Urogen Pharma Ltd. | Add +0.3% | 1.31% | −1.21 |
| TARS Tarsus Pharmaceuticals Inc. | Add +0.3% | 1.79% | −1.29 |
| LQDA Liquidia Corp. | Add +0.3% | 4.10% | −1.43 |
| TRVI Trevi Therapeutics Inc. | Add +0.3% | 3.04% | −1.67 |
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 |