13F HOLDINGS REPORT
BIOIMPACT CAPITAL LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000950123-25-002794
Total Value
$704.4M
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Cullinan Therapeutics, Inc. | CGEM | 7,648,268 | $93.2M | 13.23% |
| 2 | Crinetics Pharmaceuticals Inc. | CRNX | 617,035 | $31.5M | 4.48% |
| 3 | Edgewise Therapeutics Inc | EWTX | 1,079,316 | $28.8M | 4.09% |
| 4 | Insmed Incorporated | INSM | 389,611 | $26.9M | 3.82% |
| 5 | Natera Inc | NTRA | 160,626 | $25.4M | 3.61% |
| 6 | Mirum Pharmaceuticals Inc | MIRM | 589,579 | $24.4M | 3.46% |
| 7 | Disc Medicine Inc | IRON | 346,401 | $22.0M | 3.12% |
| 8 | Lantheus Holdings Inc | LNTH | 236,213 | $21.1M | 3.00% |
| 9 | Zai Lab Ltd | ZLAB | 800,000 | $21.0M | 2.97% |
| 10 | Avidity Biosciences Inc | 05370A108 | 702,981 | $20.4M | 2.90% |
| 11 | Iovance Biotherapeutics Inc | IOVA | 2,673,905 | $19.8M | 2.81% |
| 12 | PTC Therapeutics Inc | PTCT | 434,767 | $19.6M | 2.79% |
| 13 | Wave Life Sciences PTE LTD | WVE | 1,489,237 | $18.4M | 2.62% |
| 14 | Scholar Rock Holding Corp. | SRRK | 416,144 | $18.0M | 2.55% |
| 15 | Moonlake Immunotherapeutics | MLTX | 315,230 | $17.1M | 2.42% |
| 16 | Olema Pharmaceuticals, Inc. | OLMA | 2,912,550 | $17.0M | 2.41% |
| 17 | Ultragenyx Pharmaceutical Inc | RARE | 391,018 | $16.5M | 2.34% |
| 18 | Context Therapeutics Inc | CNTX | 14,705,882 | $15.4M | 2.19% |
| 19 | Guardant Health Inc | GH | 452,739 | $13.8M | 1.96% |
| 20 | Revolution Medicines, Inc. | RVMDW | 313,817 | $13.7M | 1.95% |
| 21 | iTeos Therapeutics, Inc. | 46565G104 | 1,745,943 | $13.4M | 1.90% |
| 22 | Cartesian Therapeutics Inc | RNAC | 721,139 | $12.9M | 1.83% |
| 23 | Rocket Pharmaceuticals, Inc. | RCKTW | 1,020,559 | $12.8M | 1.82% |
| 24 | Akero Therapeutics Inc | 00973Y108 | 460,617 | $12.8M | 1.82% |
| 25 | Trevi Therapeutics Inc | TRVI | 3,094,896 | $12.8M | 1.81% |
| 26 | Twist Bioscience Corp | TWST | 267,497 | $12.4M | 1.76% |
| 27 | Compass Therapeutics, Inc. | CMPX | 8,567,896 | $12.4M | 1.76% |
| 28 | Janux Therapeutics Inc | JANX | 230,000 | $12.3M | 1.75% |
| 29 | Replimune Group Inc | REPL | 950,000 | $11.5M | 1.63% |
| 30 | Nuvation Bio Inc | NUVB | 4,164,178 | $11.1M | 1.57% |
| 31 | Vera Therapeutics Inc. | VERA | 257,788 | $10.9M | 1.55% |
| 32 | Ideaya Biosciences, Inc. | IDYA | 414,035 | $10.6M | 1.51% |
| 33 | Relay Therapeutics Inc. | RLAY | 2,268,825 | $9.3M | 1.33% |
| 34 | United Therapeutics Corp. | UTHR | 23,000 | $8.1M | 1.15% |
| 35 | Arcturus Therapeutics Holdings | ARCT | 459,943 | $7.8M | 1.11% |
| 36 | Xenon Pharmaceuticals Inc | XENE | 197,212 | $7.7M | 1.10% |
| 37 | Stoke Therapeutics Inc | STOK | 685,826 | $7.6M | 1.07% |
| 38 | Aquestive Therapeutics Inc | AQST | 1,611,833 | $5.7M | 0.81% |
| 39 | Axsome Therapeutics Inc | AXSM | 50,000 | $4.2M | 0.60% |
| 40 | Sutro Biopharma, Inc. | STRO | 2,160,062 | $4.0M | 0.56% |
| 41 | Werewolf Therapeutics, Inc. | HOWL | 2,388,011 | $3.5M | 0.50% |
| 42 | Design Therapeutics Inc | DSGN | 559,547 | $3.5M | 0.49% |
| 43 | Zentalis Pharmaceuticals, Inc. | ZNTL | 1,106,851 | $3.4M | 0.48% |
| 44 | Veru Inc. | VERU | 4,285,365 | $2.8M | 0.40% |
| 45 | Adaptimmune Therapeutics plc | ADTI | 5,095,912 | $2.7M | 0.39% |
| 46 | ALX Oncology Holdings Inc. | ALXO | 1,391,434 | $2.3M | 0.33% |
| 47 | Repare Therapeutics, Inc. | 760273102 | 1,231,154 | $1.6M | 0.23% |