Sponsored

The Analysis of MPM BioImpact LLC's Holdings & P&L

Currently, MPM BioImpact LLC holds 43 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in N/A (+5.2M shares, valued at $108.9M), CGEM (+7.6M shares, valued at $108.7M), N/A (+4.8M shares, valued at $86.5M); initiated new positions in N/A (+5.2M shares, valued at $108.9M), CGEM (+7.6M shares, valued at $108.7M), N/A (+4.8M shares, valued at $86.5M).

1M P&L

-34.5M-1.76%

3M P&L

-76.1M-3.81%

HY P&L

+430.9M+28.92%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology1.9B

98.9%

2Diagnostics & Research21.4M

1.1%

Top Industries by Stock Count

1Biotechnology35 stocks

97.2%

2Diagnostics & Research1 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DBVT 26.1M shares6.05%2026-03-312026-05-15

DBV Technologies S A DBV Technologies S A5.2M sharesnew addition2026-03-312026-05-15

CGEM Cullinan Therapeutics, Inc.7.6M sharesnew addition2026-03-312026-05-15

Aktis Oncology, Inc. Aktis Oncology, Inc.4.8M sharesnew addition2026-03-312026-05-15

LQDA Liquidia Corporation1.4M sharesnew addition2026-03-312026-05-15

ALMS Alumis Inc2.4M sharesnew addition2026-03-312026-05-15

EWTX Edgewise Therapeutics Inc1.7M sharesnew addition2026-03-312026-05-15

RVMD Revolution Medicines, Inc.506.8K sharesnew addition2026-03-312026-05-15

Sponsored

AGIO Agios Pharmaceuticals Inc1.3M sharesnew addition2026-03-312026-05-15

CORT Corcept Therapeutics, Inc.985.7K sharesnew addition2026-03-312026-05-15

TRVI Trevi Therapeutics Inc3.3M sharesnew addition2026-03-312026-05-15

DNTH Dianthus Therapeutics Inc424.0K sharesnew addition2026-03-312026-05-15

XENE Xenon Pharmaceuticals Inc588.7K sharesnew addition2026-03-312026-05-15

MLTX MoonLake Immunotherapeutics1.8M sharesnew addition2026-03-312026-05-15

TVTX Travere Therapeutics Inc1.1M sharesnew addition2026-03-312026-05-15

Evommune Inc Evommune Inc1.5M sharesnew addition2026-03-312026-05-15

Sponsored

CYTK Cytokinetics Inc500.0K sharesnew addition2026-03-312026-05-15

SNDX Syndax Pharmaceuticals Inc1.3M sharesnew addition2026-03-312026-05-15

CNTX Context Therapeutics Inc10.7M sharesnew addition2026-03-312026-05-15

Forte Biosciences, Inc. Forte Biosciences, Inc.1.0M sharesnew addition2026-03-312026-05-15

PVLA Palvella Therapeutics Inc206.4K sharesnew addition2026-03-312026-05-15

DYN Dyne Therapeutics, Inc.1.4M sharesnew addition2026-03-312026-05-15

STOK Stoke Therapeutics Inc767.0K sharesnew addition2026-03-312026-05-15

CRVS Corvus Pharmaceuticals Inc1.7M sharesnew addition2026-03-312026-05-15

Sponsored

RLAY Relay Therapeutics Inc.2.4M sharesnew addition2026-03-312026-05-15

TARS Tarsus Pharmaceuticals Inc329.8K sharesnew addition2026-03-312026-05-15

FBRX 1.0M sharesnew addition2026-03-312026-05-15

ORIC Oric Pharmaceuticals Inc1.8M sharesnew addition2026-03-312026-05-15

QURE Uniqure NV1.4M sharesnew addition2026-03-312026-05-15

GLUE Monte Rosa Therapeutics Inc1.2M sharesnew addition2026-03-312026-05-15

NTRA Natera Inc93.1K sharesnew addition2026-03-312026-05-15

CLYM Climb Bio Inc2.6M sharesnew addition2026-03-312026-05-15

Sponsored

ARQT Arcutis Biotherapeutics Inc734.0K sharesnew addition2026-03-312026-05-15

URGN Urogen Pharma Ltd943.8K sharesnew addition2026-03-312026-05-15

Bright Minds Biosciences Inc Bright Minds Biosciences Inc212.2K sharesnew addition2026-03-312026-05-15

Zymeworks, Inc. Zymeworks, Inc.565.2K sharesnew addition2026-03-312026-05-15

BLTE Belite Bio Inc88.0K sharesnew addition2026-03-312026-05-15

VRDN Viridian Therapeutics Inc649.9K sharesnew addition2026-03-312026-05-15

enGene Holdings, Inc. enGene Holdings, Inc.1.8M sharesnew addition2026-03-312026-05-15

ABVX Abivax SA107.3K sharesnew addition2026-03-312026-05-15

Sponsored

ALLO Allogene Therapeutics, Inc.2.2M sharesnew addition2026-03-312026-05-15

ACRS Aclaris Therapeutics Inc391.9K sharesnew addition2026-03-312026-05-15

HOWL Werewolf Therapeutics, Inc.1.2M sharesnew addition2026-03-312026-05-15

DBVT

6.05%

Shares26.1M

Event2026-03-31

Filed2026-05-15

DBV Technologies S A

New

Shares5.2M

Event2026-03-31

Filed2026-05-15

CGEM

Cullinan Therapeutics, Inc.

New

Shares7.6M

Event2026-03-31

Filed2026-05-15

Aktis Oncology, Inc.

New

Shares4.8M

Event2026-03-31

Filed2026-05-15

LQDA

Liquidia Corporation

New

Shares1.4M

Event2026-03-31

Filed2026-05-15

ALMS

Alumis Inc

New

Shares2.4M

Event2026-03-31

Filed2026-05-15

EWTX

Edgewise Therapeutics Inc

New

Shares1.7M

Event2026-03-31

Filed2026-05-15

RVMD

Revolution Medicines, Inc.

New

Shares506.8K

Event2026-03-31

Filed2026-05-15

AGIO

Agios Pharmaceuticals Inc

New

Shares1.3M

Event2026-03-31

Filed2026-05-15

CORT

Corcept Therapeutics, Inc.

New

Shares985.7K

Event2026-03-31

Filed2026-05-15

TRVI

Trevi Therapeutics Inc

New

Shares3.3M

Event2026-03-31

Filed2026-05-15

DNTH

Dianthus Therapeutics Inc

New

Shares424.0K

Event2026-03-31

Filed2026-05-15

XENE

Xenon Pharmaceuticals Inc

New

Shares588.7K

Event2026-03-31

Filed2026-05-15

MLTX

MoonLake Immunotherapeutics

New

Shares1.8M

Event2026-03-31

Filed2026-05-15

TVTX

Travere Therapeutics Inc

New

Shares1.1M

Event2026-03-31

Filed2026-05-15

Evommune Inc

New

Shares1.5M

Event2026-03-31

Filed2026-05-15

CYTK

Cytokinetics Inc

New

Shares500.0K

Event2026-03-31

Filed2026-05-15

SNDX

Syndax Pharmaceuticals Inc

New

Shares1.3M

Event2026-03-31

Filed2026-05-15

CNTX

Context Therapeutics Inc

New

Shares10.7M

Event2026-03-31

Filed2026-05-15

Forte Biosciences, Inc.

New

Shares1.0M

Event2026-03-31

Filed2026-05-15

PVLA

Palvella Therapeutics Inc

New

Shares206.4K

Event2026-03-31

Filed2026-05-15

DYN

Dyne Therapeutics, Inc.

New

Shares1.4M

Event2026-03-31

Filed2026-05-15

STOK

Stoke Therapeutics Inc

New

Shares767.0K

Event2026-03-31

Filed2026-05-15

CRVS

Corvus Pharmaceuticals Inc

New

Shares1.7M

Event2026-03-31

Filed2026-05-15

RLAY

Relay Therapeutics Inc.

New

Shares2.4M

Event2026-03-31

Filed2026-05-15

TARS

Tarsus Pharmaceuticals Inc

New

Shares329.8K

Event2026-03-31

Filed2026-05-15

FBRX

New

Shares1.0M

Event2026-03-31

Filed2026-05-15

ORIC

Oric Pharmaceuticals Inc

New

Shares1.8M

Event2026-03-31

Filed2026-05-15

QURE

Uniqure NV

New

Shares1.4M

Event2026-03-31

Filed2026-05-15

GLUE

Monte Rosa Therapeutics Inc

New

Shares1.2M

Event2026-03-31

Filed2026-05-15

NTRA

Natera Inc

New

Shares93.1K

Event2026-03-31

Filed2026-05-15

CLYM

Climb Bio Inc

New

Shares2.6M

Event2026-03-31

Filed2026-05-15

ARQT

Arcutis Biotherapeutics Inc

New

Shares734.0K

Event2026-03-31

Filed2026-05-15

URGN

Urogen Pharma Ltd

New

Shares943.8K

Event2026-03-31

Filed2026-05-15

Bright Minds Biosciences Inc

New

Shares212.2K

Event2026-03-31

Filed2026-05-15

Zymeworks, Inc.

New

Shares565.2K

Event2026-03-31

Filed2026-05-15

BLTE

Belite Bio Inc

New

Shares88.0K

Event2026-03-31

Filed2026-05-15

VRDN

Viridian Therapeutics Inc

New

Shares649.9K

Event2026-03-31

Filed2026-05-15

enGene Holdings, Inc.

New

Shares1.8M

Event2026-03-31

Filed2026-05-15

ABVX

Abivax SA

New

Shares107.3K

Event2026-03-31

Filed2026-05-15

ALLO

Allogene Therapeutics, Inc.

New

Shares2.2M

Event2026-03-31

Filed2026-05-15

ACRS

Aclaris Therapeutics Inc

New

Shares391.9K

Event2026-03-31

Filed2026-05-15

HOWL

Werewolf Therapeutics, Inc.

New

Shares1.2M

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available