13F HOLDINGS REPORT
BIOIMPACT CAPITAL LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000950123-25-008431
Total Value
$577.2M
Positions
44
Other Managers
0
Confidential Omitted
No
Holdings (44)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Cullinan Therapeutics, Inc. | CGEM | 7,648,268 | $57.6M | 9.98% |
| 2 | Madrigal Pharmaceuticals Inc | MDGL | 100,415 | $30.4M | 5.27% |
| 3 | Zai Lab Ltd | ZLAB | 745,060 | $26.1M | 4.51% |
| 4 | Guardant Health Inc | GH | 442,656 | $23.0M | 3.99% |
| 5 | ARS Pharmaceuticals Inc | SPRY | 1,303,399 | $22.7M | 3.94% |
| 6 | Edgewise Therapeutics Inc | EWTX | 1,720,741 | $22.6M | 3.91% |
| 7 | Avidity Biosciences Inc | 05370A108 | 760,022 | $21.6M | 3.74% |
| 8 | PTC Therapeutics Inc | PTCT | 438,477 | $21.4M | 3.71% |
| 9 | Trevi Therapeutics Inc | TRVI | 3,406,955 | $18.6M | 3.23% |
| 10 | Oric Pharmaceuticals Inc | ORIC | 1,729,378 | $17.6M | 3.04% |
| 11 | Natera Inc | NTRA | 98,924 | $16.7M | 2.90% |
| 12 | Alkermes Plc | ALKS | 549,262 | $15.7M | 2.72% |
| 13 | Moonlake Immunotherapeutics | MLTX | 313,571 | $14.8M | 2.56% |
| 14 | MBX Biosciences Inc | MBX | 1,294,416 | $14.8M | 2.56% |
| 15 | Compass Therapeutics, Inc. | CMPX | 5,622,505 | $14.6M | 2.53% |
| 16 | Ultragenyx Pharmaceutical Inc | RARE | 395,700 | $14.4M | 2.49% |
| 17 | Janux Therapeutics Inc | JANX | 614,282 | $14.2M | 2.46% |
| 18 | Tarsus Pharmaceuticals Inc | TARS | 341,496 | $13.8M | 2.40% |
| 19 | Dyne Therapeutics, Inc. | DYN | 1,446,361 | $13.8M | 2.39% |
| 20 | Vera Therapeutics Inc. | VERA | 563,075 | $13.3M | 2.30% |
| 21 | Crinetics Pharmaceuticals Inc. | CRNX | 428,975 | $12.3M | 2.14% |
| 22 | Revolution Medicines, Inc. | RVMDW | 315,722 | $11.6M | 2.01% |
| 23 | Akebia Therapeutics Inc | AKBA | 2,889,125 | $10.5M | 1.82% |
| 24 | Olema Pharmaceuticals, Inc. | OLMA | 2,378,762 | $10.1M | 1.76% |
| 25 | Xenon Pharmaceuticals Inc | XENE | 323,398 | $10.1M | 1.75% |
| 26 | Wave Life Sciences PTE LTD | WVE | 1,505,262 | $9.8M | 1.70% |
| 27 | DBV Technologies S A | DBVTF | 1,054,504 | $9.6M | 1.67% |
| 28 | Context Therapeutics Inc | CNTX | 14,705,882 | $9.6M | 1.67% |
| 29 | Rocket Pharmaceuticals, Inc. | RCKTW | 3,903,081 | $9.6M | 1.66% |
| 30 | Replimune Group Inc | REPL | 983,780 | $9.1M | 1.58% |
| 31 | Nuvation Bio Inc | NUVB | 4,622,590 | $9.0M | 1.56% |
| 32 | Stoke Therapeutics Inc | STOK | 789,698 | $9.0M | 1.55% |
| 33 | Solid Biosciences Inc | SLDB | 1,634,569 | $8.0M | 1.38% |
| 34 | Relay Therapeutics Inc. | RLAY | 2,282,680 | $7.9M | 1.37% |
| 35 | Cartesian Therapeutics Inc | RNAC | 686,007 | $7.1M | 1.23% |
| 36 | Taysha Gene Therapies, Inc. | TSHA | 2,953,562 | $6.8M | 1.18% |
| 37 | Sarepta Therapeutics Inc | SRPT | 321,696 | $5.5M | 0.95% |
| 38 | Soleno Therapeutics Inc | SLNO | 50,000 | $4.2M | 0.73% |
| 39 | Veru Inc. | VERU | 4,911,948 | $2.9M | 0.50% |
| 40 | Werewolf Therapeutics, Inc. | HOWL | 2,408,810 | $2.6M | 0.45% |
| 41 | Design Therapeutics Inc | DSGN | 555,187 | $1.9M | 0.32% |
| 42 | Repare Therapeutics, Inc. | 760273102 | 819,924 | $1.1M | 0.20% |
| 43 | Adaptimmune Therapeutics plc | ADTI | 4,411,821 | $1.1M | 0.18% |
| 44 | Arcellx Inc | ACLX | 37 | $2,436 | 0.00% |