Mpm Bioimpact LLC Top Holdings and 13F Report (2025) About Mpm Bioimpact LLCInvestment ActivityMpm Bioimpact LLC has $577.15 million in total holdings as of June 30, 2025.Mpm Bioimpact LLC owns shares of 44 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 16.77% of the portfolio was purchased this quarter.About 18.96% of the portfolio was sold this quarter.This quarter, Mpm Bioimpact LLC has purchased 43 new stocks and bought additional shares in 10 stocks.Mpm Bioimpact LLC sold shares of 20 stocks and completely divested from 7 stocks this quarter.Largest Holdings Cullinan Therapeutics $57,591,458Madrigal Pharmaceuticals $30,389,596Zai Lab $26,054,748Guardant Health $23,035,818ARS Pharmaceuticals $22,744,313 Largest New Holdings this Quarter 87650L103 - Tarsus Pharmaceuticals $13,834,003 Holding26818M108 - Dyne Therapeutics, Inc. $13,769,357 Holding00972D105 - Akebia Therapeutics $10,516,415 Holding23306J309 - DBV Technologies S A $9,648,712 Holding877619106 - Taysha Gene Therapies $6,822,728 Holding Largest Purchases this Quarter Tarsus Pharmaceuticals 341,496 shares (about $13.83M)Dyne Therapeutics, Inc. 1,446,361 shares (about $13.77M)Akebia Therapeutics 2,889,125 shares (about $10.52M)DBV Technologies S A 1,054,504 shares (about $9.65M)Edgewise Therapeutics 615,297 shares (about $8.07M) Largest Sales this Quarter Natera 58,123 shares (about $9.82M)Compass Therapeutics 2,820,278 shares (about $7.33M)Crinetics Pharmaceuticals 202,989 shares (about $5.84M)Zai Lab 88,599 shares (about $3.10M)Olema Pharmaceuticals 551,684 shares (about $2.35M) 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$57,591,4580.0%7,648,26810.0%MedicalMDGLMadrigal Pharmaceuticals$30,389,5960.0%100,4155.3%MedicalZLABZai Lab$26,054,748$3,098,307 ▼-10.6%745,0604.5%MedicalGHGuardant Health$23,035,8180.0%442,6564.0%MedicalSPRYARS Pharmaceuticals$22,744,313$169,352 ▼-0.7%1,303,3993.9%MedicalEWTXEdgewise Therapeutics$22,558,915$8,066,544 ▲55.7%1,720,7413.9%MedicalRNAAvidity Biosciences$21,584,625$1,300,663 ▲6.4%760,0223.7%MedicalPTCTPTC Therapeutics$21,415,217$73,260 ▼-0.3%438,4773.7%MedicalTRVITrevi Therapeutics$18,636,044$117,118 ▼-0.6%3,406,9553.2%MedicalORICOric Pharmaceuticals$17,553,187$3,348,120 ▲23.6%1,729,3783.0%MedicalNTRANatera$16,712,221$9,819,300 ▼-37.0%98,9242.9%MedicalALKSAlkermes$15,714,386$6,055,564 ▲62.7%549,2622.7%MedicalMLTXMoonLake Immunotherapeutics$14,800,551$116,962 ▼-0.8%313,5712.6%MedicalMBX Biosciences Inc$14,769,287$1,842,327 ▲14.3%1,294,4162.6%CommonCMPXCompass Therapeutics$14,618,513$7,332,723 ▼-33.4%5,622,5052.5%MedicalRAREUltragenyx Pharmaceutical$14,387,652$99,808 ▼-0.7%395,7002.5%MedicalJANXJanux Therapeutics$14,189,914$1,087,756 ▲8.3%614,2822.5%MedicalTARSTarsus Pharmaceuticals$13,834,003$13,834,003 ▲New Holding341,4962.4%MedicalDyne Therapeutics, Inc.$13,769,357$13,769,357 ▲New Holding1,446,3612.4%CommonVERAVera Therapeutics$13,266,047$3,471,707 ▲35.4%563,0752.3%MedicalCRNXCrinetics Pharmaceuticals$12,337,321$5,837,964 ▼-32.1%428,9752.1%MedicalRVMDRevolution Medicines$11,615,412$50,071 ▼-0.4%315,7222.0%MedicalAKBAAkebia Therapeutics$10,516,415$10,516,415 ▲New Holding2,889,1251.8%MedicalOLMAOlema Pharmaceuticals$10,133,526$2,350,174 ▼-18.8%2,378,7621.8%MedicalXENEXenon Pharmaceuticals$10,122,357$626,000 ▲6.6%323,3981.8%MedicalWVEWAVE Life Sciences$9,784,203$28,067 ▼-0.3%1,505,2621.7%MedicalDBV Technologies S A$9,648,712$9,648,712 ▲New Holding1,054,5041.7%SPONSORED ADSCNTXContext Therapeutics$9,635,2940.0%14,705,8821.7%MedicalRCKTRocket Pharmaceuticals$9,562,548$5,597,799 ▲141.2%3,903,0811.7%MedicalREPLReplimune Group$9,139,316$30,248 ▼-0.3%983,7801.6%MedicalNUVBNuvation Bio$9,014,051$57,823 ▼-0.6%4,622,5901.6%MedicalSTOKStoke Therapeutics$8,963,072$1,086,308 ▲13.8%789,6981.6%MedicalSLDBSolid Biosciences$7,960,351$37,923 ▼-0.5%1,634,5691.4%MedicalRLAYRelay Therapeutics$7,898,073$45,824 ▼-0.6%2,282,6801.4%MedicalCartesian Therapeutics Inc$7,127,613$1,088,581 ▼-13.2%686,0071.2%CommonTSHATaysha Gene Therapies$6,822,728$6,822,728 ▲New Holding2,953,5621.2%MedicalSRPTSarepta Therapeutics$5,501,002$5,501,002 ▲New Holding321,6961.0%MedicalSLNOSoleno Therapeutics$4,189,000$4,189,000 ▲New Holding50,0000.7%MedicalVERUVeru$2,857,771$977,877 ▼-25.5%4,911,9480.5%MedicalHOWLWerewolf Therapeutics$2,625,6030.0%2,408,8100.5%MedicalDSGNDesign Therapeutics$1,870,980$26,138 ▼-1.4%555,1870.3%MedicalRPTXRepare Therapeutics$1,139,6940.0%819,9240.2%MedicalADAPAdaptimmune Therapeutics$1,057,513$115,661 ▼-9.9%4,411,8210.2%MedicalACLXArcellx$2,436$2,436 ▲New Holding370.0%MedicalLNTHLantheus$0$22,680,971 ▼-100.0%00.0%MedicalUTHRUnited Therapeutics$0$18,159,261 ▼-100.0%00.0%MedicalITOSiTeos Therapeutics$0$10,423,280 ▼-100.0%00.0%MedicalTWSTTwist Bioscience$0$10,255,301 ▼-100.0%00.0%MedicalIOVAIovance Biotherapeutics$0$9,019,578 ▼-100.0%00.0%MedicalIDYAIDEAYA Biosciences$0$7,046,037 ▼-100.0%00.0%MedicalALXOALX Oncology$0$342,650 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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