Mpm Bioimpact LLC Top Holdings and 13F Report (2026) About Mpm Bioimpact LLCInvestment ActivityMpm Bioimpact LLC has $1.29 billion in total holdings as of March 31, 2026.Mpm Bioimpact LLC owns shares of 41 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 35.51% of the portfolio was purchased this quarter.About 12.63% of the portfolio was sold this quarter.This quarter, Mpm Bioimpact LLC has purchased 38 new stocks and bought additional shares in 20 stocks.Mpm Bioimpact LLC sold shares of 8 stocks and completely divested from 8 stocks this quarter.Largest Holdings DBV Technologies S A $108,907,111Cullinan Therapeutics $108,681,888Aktis Oncology, Inc. $86,513,750Liquidia $53,030,663Alumis Inc $52,575,234 Largest New Holdings this Quarter 01021M104 - Aktis Oncology, Inc. $86,513,750 Holding218352102 - Corcept Therapeutics $39,733,567 Holding252828108 - Dianthus Therapeutics Inc $35,580,569 Holding61559X104 - MoonLake Immunotherapeutics $33,758,568 Holding89422G107 - Travere Therapeutics $33,672,274 Holding Largest Purchases this Quarter DBV Technologies S A 4,216,536 shares (about $88.08M)Aktis Oncology, Inc. 4,835,872 shares (about $86.51M)Corcept Therapeutics 985,700 shares (about $39.73M)Dianthus Therapeutics Inc 423,982 shares (about $35.58M)MoonLake Immunotherapeutics 1,811,082 shares (about $33.76M) Largest Sales this Quarter Corvus Pharmaceuticals 1,068,796 shares (about $15.64M)Bright Minds Biosciences Inc 17,972 shares (about $1.31M)Eliem Therapeutics 78,041 shares (about $534.58K)Alumis Inc 15,463 shares (about $340.65K)uniQure 12,397 shares (about $202.69K) 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 PortfolioSectorDBV Technologies S A$108,907,111$88,083,437 â–²423.0%5,213,3618.4%SPONSORED ADSCGEMCullinan Therapeutics$108,681,8880.0%7,648,2688.4%MedicalAktis Oncology, Inc.$86,513,750$86,513,750 â–²New Holding4,835,8726.7%CommonLQDALiquidia$53,030,663$161,867 â–²0.3%1,405,1584.1%MedicalAlumis Inc$52,575,234$340,650 â–¼-0.6%2,386,5294.1%CommonEWTXEdgewise Therapeutics$52,311,924$171,360 â–²0.3%1,660,6964.0%MedicalRVMDRevolution Medicines$49,283,966$107,364 â–²0.2%506,7763.8%MedicalAGIOAgios Pharmaceuticals$44,190,810$97,701 â–²0.2%1,306,2613.4%MedicalCORTCorcept Therapeutics$39,733,567$39,733,567 â–²New Holding985,7003.1%MedicalTRVITrevi Therapeutics$39,350,270$135,322 â–²0.3%3,298,4303.0%MedicalDianthus Therapeutics Inc$35,580,569$35,580,569 â–²New Holding423,9822.7%CommonXENEXenon Pharmaceuticals$34,233,254$5,994,451 â–²21.2%588,7062.6%MedicalMLTXMoonLake Immunotherapeutics$33,758,568$33,758,568 â–²New Holding1,811,0822.6%MedicalTVTXTravere Therapeutics$33,672,274$33,672,274 â–²New Holding1,133,3652.6%MedicalEvommune Inc$33,470,290$30,871,914 â–²1,188.1%1,455,8632.6%CommonCYTKCytokinetics$32,955,000$32,955,000 â–²New Holding500,0002.5%MedicalSNDXSyndax Pharmaceuticals$31,319,523$70,804 â–²0.2%1,340,7332.4%MedicalCNTXContext Therapeutics$27,980,0040.0%10,679,3912.2%MedicalForte Biosciences, Inc.$25,917,664$25,917,664 â–²New Holding1,000,6822.0%CommonPalvella Therapeutics Inc$25,728,259$82,144 â–²0.3%206,4042.0%CommonDyne Therapeutics, Inc.$25,529,796$50,111 â–²0.2%1,408,1522.0%CommonSTOKStoke Therapeutics$24,974,757$105,853 â–¼-0.4%767,0381.9%MedicalCRVSCorvus Pharmaceuticals$24,503,421$15,636,485 â–¼-39.0%1,674,8751.9%MedicalRLAYRelay Therapeutics$23,477,881$1,264,993 â–²5.7%2,359,5861.8%MedicalTARSTarsus Pharmaceuticals$23,131,963$61,802 â–²0.3%329,7501.8%MedicalORICOric Pharmaceuticals$22,855,983$66,239 â–²0.3%1,803,9451.8%MedicalQUREuniQure$22,386,927$202,691 â–¼-0.9%1,369,2311.7%MedicalGLUEMonte Rosa Therapeutics$19,360,466$58,430 â–²0.3%1,176,9281.5%MedicalNTRANatera$18,613,869$95,395 â–¼-0.5%93,0741.4%MedicalELYMEliem Therapeutics$17,765,057$534,581 â–¼-2.9%2,593,4391.4%MedicalARQTArcutis Biotherapeutics$17,292,239$4,777,167 â–²38.2%733,9661.3%MedicalURGNUrogen Pharma$16,969,578$43,602 â–²0.3%943,8031.3%MedicalBright Minds Biosciences Inc$15,482,410$1,311,417 â–¼-7.8%212,1751.2%CommonZymeworks, Inc.$14,153,835$14,153,835 â–²New Holding565,2491.1%CommonBLTEBelite Bio$14,037,895$45,440 â–²0.3%88,0451.1%MedicalVRDNViridian Therapeutics$12,711,516$12,711,516 â–²New Holding649,8731.0%MedicalenGene Holdings, Inc.$12,566,990$30,475 â–²0.2%1,845,3731.0%CommonAbivax SA$11,944,292$5,673,505 â–²90.5%107,2680.9%SPONSORED ADSALLOAllogene Therapeutics$5,472,757$5,472,757 â–²New Holding2,242,9330.4%MedicalACRSAclaris Therapeutics$1,469,693$1,469,693 â–²New Holding391,9180.1%MedicalHOWLWerewolf Therapeutics$1,006,455$153,820 â–¼-13.3%1,208,8100.1%MedicalMDGLMadrigal Pharmaceuticals$0$56,358,865 â–¼-100.0%00.0%MedicalPTCTPTC Therapeutics$0$32,663,787 â–¼-100.0%00.0%MedicalPTGXProtagonist Therapeutics$0$17,421,797 â–¼-100.0%00.0%MedicalVTYXVentyx Biosciences$0$14,800,721 â–¼-100.0%00.0%MedicalRAPT Therapeutics Inc$0$13,477,076 â–¼-100.0%00.0%CommonRCKTRocket Pharmaceuticals$0$5,567,127 â–¼-100.0%00.0%MedicalMaze Therapeutics Inc$0$3,361,837 â–¼-100.0%00.0%CommonSRPTSarepta Therapeutics$0$1,506,400 â–¼-100.0%00.0%MedicalShowing largest 100 holdings. 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