Institutional Manager · CIK 0001687078
MPM BIOIMPACT LLC
BOSTON, MA · File #028-20107
Latest AUM
$874.0M
Positions
38
Top-10 Concentration
49.8%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | Liquidia Corp | LQDA | +1,200,869 | +$41.4M | +$2.4M |
| NEW | Agios Pharmaceuticals Inc | AGIO | +1,303,373 | +$35.5M | $0 |
| EXITED | Avidity Biosciences Inc | 05370A108 | -760,022 | -$33.1M | $0 |
| NEW | Uniqure NV | QURE | +1,381,628 | +$33.1M | $0 |
| EXITED | Zai Lab Ltd | 98887Q104 | -745,060 | -$25.3M | $0 |
| NEW | Alumis Inc | ALMS | +2,401,992 | +$23.4M | $0 |
| NEW | Corvus Pharmaceuticals Inc | CRVS | +2,743,671 | +$21.1M | $0 |
| ADD | Urogen Pharma Ltd | URGN | +806,378 | +$18.9M | +$468,450 |
| NEW | Monte Rosa Therapeutics Inc | GLUE | +1,173,376 | +$18.4M | $0 |
| NEW | Bright Minds Biosciences Inc | DRUG | +230,147 | +$18.0M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202538 pos · $874.0M
- 13F HOLDINGS REPORTQ/E Sep 202540 pos · $610.9M
- 13F HOLDINGS REPORTQ/E Jun 202544 pos · $577.2M
- 13F HOLDINGS REPORTQ/E Mar 202543 pos · $581.7M
- 13F HOLDINGS REPORTQ/E Dec 202447 pos · $704.4M
- 13F HOLDINGS REPORTQ/E Sep 202443 pos · $666.6M
- 13F HOLDINGS REPORTQ/E Jun 202444 pos · $643.5M
- 13F HOLDINGS REPORTQ/E Mar 202438 pos · $622.0M
- 13F HOLDINGS REPORTQ/E Dec 202332 pos · $374.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |