Mpm Bioimpact LLC Top Holdings and 13F Report (2025) About Mpm Bioimpact LLCInvestment ActivityMpm Bioimpact LLC has $581.68 million in total holdings as of March 31, 2025.Mpm Bioimpact LLC owns shares of 43 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 21.34% of the portfolio was purchased this quarter.About 22.68% of the portfolio was sold this quarter.This quarter, Mpm Bioimpact LLC has purchased 47 new stocks and bought additional shares in 26 stocks.Mpm Bioimpact LLC sold shares of 8 stocks and completely divested from 10 stocks this quarter.Largest Holdings Cullinan Therapeutics $57,897,389Madrigal Pharmaceuticals $33,260,460Zai Lab $30,128,436Edgewise Therapeutics $24,319,768Lantheus $22,680,971 Largest New Holdings this Quarter 558868105 - Madrigal Pharmaceuticals $33,260,460 Holding82835W108 - ARS Pharmaceuticals $16,518,848 HoldingG01767105 - Alkermes $11,147,651 Holding55287L101 - MBX Biosciences Inc $8,361,171 Holding68622P109 - ORIC Pharmaceuticals $7,809,288 Holding Largest Purchases this Quarter Madrigal Pharmaceuticals 100,415 shares (about $33.26M)ARS Pharmaceuticals 1,313,104 shares (about $16.52M)Alkermes 337,603 shares (about $11.15M)United Therapeutics 35,907 shares (about $11.07M)Janux Therapeutics 337,193 shares (about $9.10M) Largest Sales this Quarter ALX Oncology 841,434 shares (about $524.21K)Natera 3,579 shares (about $506.11K)Guardant Health 10,083 shares (about $429.54K)Repare Therapeutics 411,230 shares (about $405.47K)Lantheus 3,826 shares (about $373.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMpm Bioimpact LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCGEMCullinan Therapeutics$57,897,3890.0%7,648,26810.0%MedicalMDGLMadrigal Pharmaceuticals$33,260,460$33,260,460 ▲New Holding100,4155.7%MedicalZLABZai Lab$30,128,436$1,216,436 ▲4.2%833,6595.2%MedicalEWTXEdgewise Therapeutics$24,319,768$574,816 ▲2.4%1,105,4444.2%MedicalLNTHLantheus$22,680,971$373,418 ▼-1.6%232,3873.9%MedicalPTCTPTC Therapeutics$22,421,228$265,502 ▲1.2%439,9773.9%MedicalNTRANatera$22,208,016$506,106 ▼-2.2%157,0473.8%MedicalTRVITrevi Therapeutics$21,564,422$2,097,526 ▲10.8%3,428,3663.7%MedicalCRNXCrinetics Pharmaceuticals$21,196,073$500,719 ▲2.4%631,9643.6%MedicalRNAAvidity Biosciences$21,083,892$331,893 ▲1.6%714,2243.6%MedicalGHGuardant Health$18,857,146$429,536 ▼-2.2%442,6563.2%MedicalUTHRUnited Therapeutics$18,159,261$11,069,051 ▲156.1%58,9073.1%MedicalSPRYARS Pharmaceuticals$16,518,848$16,518,848 ▲New Holding1,313,1042.8%MedicalCMPXCompass Therapeutics$16,041,288$237,715 ▼-1.5%8,442,7832.8%MedicalJANXJanux Therapeutics$15,314,211$9,104,211 ▲146.6%567,1932.6%MedicalRAREUltragenyx Pharmaceutical$14,427,693$268,932 ▲1.9%398,4452.5%MedicalMLTXMoonLake Immunotherapeutics$12,348,034$31,998 ▲0.3%316,0492.1%MedicalWVEWave Life Sciences$12,197,406$164,371 ▲1.4%1,509,5802.1%MedicalRVMDRevolution Medicines$11,212,055$115,486 ▲1.0%317,0831.9%MedicalALKSAlkermes$11,147,651$11,147,651 ▲New Holding337,6031.9%MedicalOLMAOlema Pharmaceuticals$11,018,477$67,289 ▲0.6%2,930,4461.9%MedicalRCKTRocket Pharmaceuticals$10,793,828$3,986,699 ▲58.6%1,618,2651.9%MedicalITOSiTeos Therapeutics$10,423,2800.0%1,745,9431.8%MedicalCartesian Therapeutics Inc$10,422,467$917,855 ▲9.7%790,7791.8%CommonTWSTTwist Bioscience$10,255,301$246,631 ▼-2.3%261,2151.8%MedicalXENEXenon Pharmaceuticals$10,179,003$3,562,540 ▲53.8%303,3981.7%MedicalVERAVera Therapeutics$9,985,570$3,793,502 ▲61.3%415,7191.7%MedicalREPLReplimune Group$9,623,601$361,101 ▲3.9%987,0361.7%MedicalIOVAIovance Biotherapeutics$9,019,578$115,474 ▲1.3%2,708,5821.6%MedicalCNTXContext Therapeutics$9,000,0000.0%14,705,8821.5%MedicalMBX Biosciences Inc$8,361,171$8,361,171 ▲New Holding1,132,9501.4%CommonNUVBNuvation Bio$8,187,948$858,994 ▲11.7%4,652,2431.4%MedicalORICORIC Pharmaceuticals$7,809,288$7,809,288 ▲New Holding1,399,5141.3%MedicalIDYAIDEAYA Biosciences$7,046,037$264,144 ▲3.9%430,1611.2%MedicalSLDBSolid Biosciences$6,076,717$6,076,717 ▲New Holding1,642,3561.0%MedicalRLAYRelay Therapeutics$6,015,321$70,999 ▲1.2%2,295,9241.0%MedicalSTOKStoke Therapeutics$4,615,020$54,277 ▲1.2%693,9880.8%MedicalVERUVeru$3,231,096$1,130,838 ▲53.8%6,592,7270.6%MedicalHOWLWerewolf Therapeutics$2,341,363$20,217 ▲0.9%2,408,8100.4%MedicalDSGNDesign Therapeutics$2,172,960$13,109 ▲0.6%562,9430.4%MedicalADAPAdaptimmune Therapeutics$964,186$39,709 ▼-4.0%4,894,3440.2%MedicalRPTXRepare Therapeutics$808,445$405,473 ▼-33.4%819,9240.1%MedicalALXOALX Oncology$342,650$524,213 ▼-60.5%550,0000.1%MedicalINSMInsmed$0$26,898,743 ▼-100.0%00.0%MedicalMIRMMirum Pharmaceuticals$0$24,379,092 ▼-100.0%00.0%MedicalIRONDisc Medicine$0$21,961,823 ▼-100.0%00.0%MedicalSRRKScholar Rock$0$17,985,744 ▼-100.0%00.0%MedicalAKROAkero Therapeutics$0$12,814,365 ▼-100.0%00.0%MedicalARCTArcturus Therapeutics$0$7,805,233 ▼-100.0%00.0%MedicalAQSTAquestive Therapeutics$0$5,738,125 ▼-100.0%00.0%MedicalAXSMAxsome Therapeutics$0$4,230,500 ▼-100.0%00.0%MedicalSTROSutro Biopharma$0$3,974,514 ▼-100.0%00.0%MedicalZNTLZentalis Pharmaceuticals$0$3,353,759 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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