13F HOLDINGS REPORT
BIOIMPACT CAPITAL LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001193125-26-054813
Total Value
$874.0M
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Cullinan Therapeutics, Inc. | CGEM | 7,648,268 | $79.2M | 9.06% |
| 2 | Madrigal Pharmaceuticals Inc | MDGL | 96,780 | $56.4M | 6.45% |
| 3 | Liquidia Corp | LQDA | 1,400,869 | $48.3M | 5.53% |
| 4 | Trevi Therapeutics Inc | TRVI | 3,287,087 | $41.2M | 4.71% |
| 5 | Edgewise Therapeutics Inc | EWTX | 1,655,256 | $41.1M | 4.70% |
| 6 | Revolution Medicines, Inc. | RVMDW | 505,672 | $40.3M | 4.61% |
| 7 | Agios Pharmaceuticals Inc | AGIO | 1,303,373 | $35.5M | 4.06% |
| 8 | Uniqure NV | QURE | 1,381,628 | $33.1M | 3.78% |
| 9 | PTC Therapeutics Inc | PTCT | 430,013 | $32.7M | 3.74% |
| 10 | Syndax Pharmaceuticals Inc | SNDX | 1,337,702 | $28.1M | 3.22% |
| 11 | Dyne Therapeutics, Inc. | DYN | 1,405,388 | $27.5M | 3.15% |
| 12 | Tarsus Pharmaceuticals Inc | TARS | 328,869 | $26.9M | 3.08% |
| 13 | Stoke Therapeutics Inc | STOK | 770,289 | $24.4M | 2.80% |
| 14 | Alumis Inc | ALMS | 2,401,992 | $23.4M | 2.68% |
| 15 | Urogen Pharma Ltd | URGN | 941,378 | $22.0M | 2.52% |
| 16 | Xenon Pharmaceuticals Inc | XENE | 485,620 | $21.8M | 2.49% |
| 17 | Palvella Therapeutics Inc | PVLA | 205,745 | $21.5M | 2.46% |
| 18 | Natera Inc | NTRA | 93,551 | $21.4M | 2.45% |
| 19 | Corvus Pharmaceuticals Inc | CRVS | 2,743,671 | $21.1M | 2.42% |
| 20 | DBV Technologies S A | DBVTF | 996,825 | $19.1M | 2.19% |
| 21 | Relay Therapeutics Inc. | RLAY | 2,232,451 | $18.9M | 2.16% |
| 22 | Monte Rosa Therapeutics Inc | GLUE | 1,173,376 | $18.4M | 2.11% |
| 23 | Bright Minds Biosciences Inc | DRUG | 230,147 | $18.0M | 2.06% |
| 24 | Protagonist Therapeutics Inc | PTGX | 199,471 | $17.4M | 1.99% |
| 25 | enGene Holdings, Inc. | ENGNW | 1,840,898 | $16.6M | 1.90% |
| 26 | Context Therapeutics Inc | CNTX | 10,679,391 | $15.7M | 1.80% |
| 27 | Arcutis Biotherapeutics Inc | ARQT | 531,200 | $15.4M | 1.77% |
| 28 | Ventyx Biosciences Inc | 92332V107 | 1,639,061 | $14.8M | 1.69% |
| 29 | Oric Pharmaceuticals Inc | ORIC | 1,798,717 | $14.7M | 1.68% |
| 30 | Belite Bio Inc | BLTE | 87,760 | $14.0M | 1.61% |
| 31 | RAPT Therapeutics Inc | 75382E208 | 397,906 | $13.5M | 1.54% |
| 32 | Climb Bio Inc | CLYM | 2,671,480 | $10.7M | 1.22% |
| 33 | Abivax SA | AAVXF | 56,316 | $7.6M | 0.87% |
| 34 | Rocket Pharmaceuticals, Inc. | RCKTW | 1,586,076 | $5.6M | 0.64% |
| 35 | Maze Therapeutics Inc | MAZE | 81,145 | $3.4M | 0.38% |
| 36 | Evommune Inc | EVMN | 113,022 | $1.9M | 0.22% |
| 37 | Sarepta Therapeutics Inc | SRPT | 70,000 | $1.5M | 0.17% |
| 38 | Werewolf Therapeutics, Inc. | HOWL | 1,393,557 | $883,515 | 0.10% |