13F HOLDINGS REPORT
BIOIMPACT CAPITAL LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001193125-25-283112
Total Value
$610.9M
Positions
40
Other Managers
0
Confidential Omitted
No
Holdings (40)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Madrigal Pharmaceuticals Inc | MDGL | 100,415 | $46.1M | 7.54% |
| 2 | Cullinan Therapeutics, Inc. | CGEM | 7,648,268 | $45.4M | 7.42% |
| 3 | Avidity Biosciences Inc | 05370A108 | 760,022 | $33.1M | 5.42% |
| 4 | Trevi Therapeutics Inc | TRVI | 3,406,955 | $31.2M | 5.10% |
| 5 | Edgewise Therapeutics Inc | EWTX | 1,720,741 | $27.9M | 4.57% |
| 6 | PTC Therapeutics Inc | PTCT | 438,477 | $26.9M | 4.41% |
| 7 | Zai Lab Ltd | ZLAB | 745,060 | $25.3M | 4.13% |
| 8 | Syndax Pharmaceuticals Inc | SNDX | 1,375,674 | $21.2M | 3.46% |
| 9 | Oric Pharmaceuticals Inc | ORIC | 1,729,378 | $20.8M | 3.40% |
| 10 | Tarsus Pharmaceuticals Inc | TARS | 341,496 | $20.3M | 3.32% |
| 11 | Xenon Pharmaceuticals Inc | XENE | 503,398 | $20.2M | 3.31% |
| 12 | Stoke Therapeutics Inc | STOK | 789,698 | $18.6M | 3.04% |
| 13 | Dyne Therapeutics, Inc. | DYN | 1,446,361 | $18.3M | 3.00% |
| 14 | Compass Therapeutics, Inc. | CMPX | 5,075,970 | $17.8M | 2.91% |
| 15 | Alkermes Plc | ALKS | 549,262 | $16.5M | 2.70% |
| 16 | Vera Therapeutics Inc. | VERA | 563,075 | $16.4M | 2.68% |
| 17 | Natera Inc | NTRA | 98,924 | $15.9M | 2.61% |
| 18 | Janux Therapeutics Inc | JANX | 614,282 | $15.0M | 2.46% |
| 19 | Revolution Medicines, Inc. | RVMDW | 315,722 | $14.7M | 2.41% |
| 20 | Context Therapeutics Inc | CNTX | 14,705,882 | $14.2M | 2.33% |
| 21 | Sarepta Therapeutics Inc | SRPT | 700,000 | $13.5M | 2.21% |
| 22 | ARS Pharmaceuticals Inc | SPRY | 1,303,399 | $13.1M | 2.14% |
| 23 | Rocket Pharmaceuticals, Inc. | RCKTW | 3,903,381 | $12.7M | 2.08% |
| 24 | Relay Therapeutics Inc. | RLAY | 2,282,680 | $11.9M | 1.95% |
| 25 | Ultragenyx Pharmaceutical Inc | RARE | 395,700 | $11.9M | 1.95% |
| 26 | Wave Life Sciences PTE LTD | WVE | 1,505,262 | $11.0M | 1.80% |
| 27 | DBV Technologies S A | DBVTF | 1,054,504 | $10.5M | 1.73% |
| 28 | Soleno Therapeutics Inc | SLNO | 150,000 | $10.1M | 1.66% |
| 29 | Solid Biosciences Inc | SLDB | 1,634,569 | $10.1M | 1.65% |
| 30 | Akebia Therapeutics Inc | AKBA | 2,889,125 | $7.9M | 1.29% |
| 31 | Werewolf Therapeutics, Inc. | HOWL | 2,408,810 | $4.7M | 0.78% |
| 32 | Liquidia Corp | LQDA | 200,000 | $4.5M | 0.74% |
| 33 | Palvella Therapeutics Inc | PVLA | 67,423 | $4.2M | 0.69% |
| 34 | Design Therapeutics Inc | DSGN | 555,187 | $4.2M | 0.68% |
| 35 | Cartesian Therapeutics Inc | RNAC | 380,000 | $3.9M | 0.64% |
| 36 | enGene Holdings Inc | ENGNW | 530,299 | $3.6M | 0.59% |
| 37 | Urogen Pharma Ltd | URGN | 135,000 | $2.7M | 0.44% |
| 38 | Rapport Therapeutics Inc | RAPP | 71,807 | $2.1M | 0.35% |
| 39 | Repare Therapeutics, Inc. | 760273102 | 819,924 | $1.4M | 0.24% |
| 40 | Assembly Biosciences Inc | ASMB | 39,665 | $1.0M | 0.17% |