Mpm Bioimpact LLC Top Holdings and 13F Report (2026) About Mpm Bioimpact LLCInvestment ActivityMpm Bioimpact LLC has $1.64 billion in total holdings as of June 30, 2026.Mpm Bioimpact LLC owns shares of 37 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 17.67% of the portfolio was purchased this quarter.About 20.44% of the portfolio was sold this quarter.This quarter, Mpm Bioimpact LLC has purchased 41 new stocks and bought additional shares in 7 stocks.Mpm Bioimpact LLC sold shares of 22 stocks and completely divested from 11 stocks this quarter.Largest Holdings Cullinan Therapeutics $177,207,720Aktis Oncology, Inc. $155,860,155Liquidia $110,519,653Revolution Medicines $92,232,216Corcept Therapeutics $67,040,885 Largest New Holdings this Quarter 90400D108 - Ultragenyx Pharmaceutical $47,354,199 Holding09077V100 - BIOAGE Labs Inc $40,874,371 Holding877619106 - Taysha Gene Therapies $30,645,000 HoldingG9TY5A101 - Zura Bio $26,389,774 Holding00704R109 - Adlai Nortye Ltd $22,267,347 Holding Largest Purchases this Quarter Ultragenyx Pharmaceutical 1,418,215 shares (about $47.35M)BIOAGE Labs Inc 1,667,661 shares (about $40.87M)Cullinan Therapeutics 2,083,073 shares (about $37.93M)Taysha Gene Therapies 4,500,000 shares (about $30.65M)Abivax SA 229,079 shares (about $30.53M) Largest Sales this Quarter DBV Technologies S A 1,547,077 shares (about $25.37M)Corcept Therapeutics 214,672 shares (about $18.67M)Alumis Inc 367,509 shares (about $10.34M)uniQure 143,376 shares (about $6.60M)Context Therapeutics 9,380,345 shares (about $5.20M) 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$177,207,720$37,932,759 â–²27.2%9,731,34110.8%HealthcareAktis Oncology, Inc.$155,860,1550.0%4,835,8729.5%01021M104LQDALiquidia$110,519,653$1,513,594 â–¼-1.4%1,386,1746.7%HealthcareRVMDRevolution Medicines$92,232,216$2,676,793 â–¼-2.8%492,4835.6%HealthcareCORTCorcept Therapeutics$67,040,885$18,665,731 â–¼-21.8%771,0284.1%HealthcareEWTXEdgewise Therapeutics$65,852,291$1,621,787 â–¼-2.4%1,620,7804.0%HealthcareTVTXTravere Therapeutics$63,782,348$604,118 â–¼-0.9%1,122,7313.9%HealthcareDBV Technologies S A$60,127,058$25,372,063 â–¼-29.7%3,666,2843.7%23306J309TRVITrevi Therapeutics$57,322,211$4,193,508 â–¼-6.8%3,073,5773.5%HealthcareAlumis Inc$56,815,223$10,341,703 â–¼-15.4%2,019,0203.5%022307102QUREuniQure$56,462,881$6,603,899 â–¼-10.5%1,225,8553.4%HealthcareRAREUltragenyx Pharmaceutical$47,354,199$47,354,199 â–²New Holding1,418,2152.9%HealthcareRLAYRelay Therapeutics$45,197,223$1,049,369 â–²2.4%2,415,6722.8%HealthcareAbivax SA$44,821,601$30,527,067 â–²213.6%336,3472.7%00370M103Dyne Therapeutics, Inc.$42,689,686$11,414,630 â–²36.5%1,922,0932.6%26818M108Dianthus Therapeutics Inc$40,941,795$387,970 â–¼-0.9%420,0022.5%252828108BIOAGE Labs Inc$40,874,371$40,874,371 â–²New Holding1,667,6612.5%09077V100URGNUrogen Pharma$34,349,672$382,278 â–¼-1.1%933,4152.1%HealthcareMLTXMoonLake Immunotherapeutics$31,287,647$3,974,119 â–¼-11.3%1,606,9671.9%HealthcarePalvella Therapeutics Inc$31,179,406$363,253 â–¼-1.2%204,0271.9%697947109TSHATaysha Gene Therapies$30,645,000$30,645,000 â–²New Holding4,500,0001.9%HealthcareSNDXSyndax Pharmaceuticals$29,150,813$157,611 â–¼-0.5%1,333,5231.8%HealthcareGLUEMonte Rosa Therapeutics$28,098,160$383,497 â–¼-1.3%1,161,0811.7%HealthcareZURAZura Bio$26,389,774$26,389,774 â–²New Holding4,472,8431.6%HealthcareNTRANatera$25,146,585$118,352 â–¼-0.5%92,6381.5%HealthcareSTOKStoke Therapeutics$23,666,834$1,430,649 â–¼-5.7%723,3141.4%HealthcareAdlai Nortye Ltd$22,267,347$22,267,347 â–²New Holding1,936,2911.4%00704R109BLTEBelite Bio$21,127,974$7,570,365 â–²55.8%137,2081.3%HealthcareForte Biosciences, Inc.$20,983,270$281,223 â–¼-1.3%987,4481.3%34962G208ORICOric Pharmaceuticals$20,383,814$847,090 â–²4.3%1,882,1621.2%HealthcareTARSTarsus Pharmaceuticals$20,267,121$487,344 â–¼-2.3%322,0071.2%HealthcareANNXAnnexon$20,238,261$20,238,261 â–²New Holding3,544,3541.2%HealthcareBright Minds Biosciences Inc$14,188,403$706,282 â–¼-4.7%202,1140.9%10919W405TRDAEntrada Therapeutics$9,222,470$9,222,470 â–²New Holding1,253,0530.6%HealthcareACRSAclaris Therapeutics$5,514,650$3,441,404 â–²166.0%1,042,4670.3%HealthcareCNTXContext Therapeutics$719,542$5,195,776 â–¼-87.8%1,299,0460.0%HealthcareHOWLWerewolf Therapeutics$28,851$406,319 â–¼-93.4%80,1420.0%HealthcareAGIOAgios Pharmaceuticals$0$44,190,810 â–¼-100.0%00.0%HealthcareXENEXenon Pharmaceuticals$0$34,233,254 â–¼-100.0%00.0%HealthcareEvommune Inc$0$33,470,290 â–¼-100.0%00.0%CommonCYTKCytokinetics$0$32,955,000 â–¼-100.0%00.0%HealthcareCRVSCorvus Pharmaceuticals$0$24,503,421 â–¼-100.0%00.0%HealthcareELYMEliem Therapeutics$0$17,765,057 â–¼-100.0%00.0%HealthcareARQTArcutis Biotherapeutics$0$17,292,239 â–¼-100.0%00.0%HealthcareZymeworks, Inc.$0$14,153,835 â–¼-100.0%00.0%CommonVRDNViridian Therapeutics$0$12,711,516 â–¼-100.0%00.0%HealthcareenGene Holdings, Inc.$0$12,566,990 â–¼-100.0%00.0%CommonALLOAllogene Therapeutics$0$5,472,757 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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