Mpm Bioimpact Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.29B
Q ending 2026-03-31
Prior quarter
$874.0M
Q ending 2025-12-31
Change
+48.2% QoQ · +122.6% YoY
Positions
41
reported holdings
Largest positions
All 41 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dbv Technologies S A | DBVT | Shares | $108.9M | 5.2M |
| Cullinan Therapeutics, Inc. | CGEM | Shares | $108.7M | 7.6M |
| Aktis Oncology, Inc. | AKTS | Shares | $86.5M | 4.8M |
| Liquidia Corporation | LQDA | Shares | $53.0M | 1.4M |
| Alumis Inc | ALMS | Shares | $52.6M | 2.4M |
| Edgewise Therapeutics Inc | EWTX | Shares | $52.3M | 1.7M |
| Revolution Medicines, Inc. | RVMD | Shares | $49.3M | 507K |
| Agios Pharmaceuticals Inc | AGIO | Shares | $44.2M | 1.3M |
| Corcept Therapeutics, Inc. | CORT | Shares | $39.7M | 986K |
| Trevi Therapeutics Inc | TRVI | Shares | $39.4M | 3.3M |
| Dianthus Therapeutics Inc | DNTH | Shares | $35.6M | 424K |
| Xenon Pharmaceuticals Inc | XENE | Shares | $34.2M | 589K |
| Moonlake Immunotherapeutics | MLTX | Shares | $33.8M | 1.8M |
| Travere Therapeutics Inc | TVTX | Shares | $33.7M | 1.1M |
| Evommune Inc | EVMN | Shares | $33.5M | 1.5M |
| Cytokinetics Inc | CYTK | Shares | $33.0M | 500K |
| Syndax Pharmaceuticals Inc | SNDX | Shares | $31.3M | 1.3M |
| Context Therapeutics Inc | CNTX | Shares | $28.0M | 10.7M |
| Forte Biosciences, Inc. | FBRX | Shares | $25.9M | 1.0M |
| Palvella Therapeutics Inc | PVLA | Shares | $25.7M | 206K |
| Dyne Therapeutics, Inc. | DYN | Shares | $25.5M | 1.4M |
| Stoke Therapeutics Inc | STOK | Shares | $25.0M | 767K |
| Corvus Pharmaceuticals Inc | CRVS | Shares | $24.5M | 1.7M |
| Relay Therapeutics Inc. | RLAY | Shares | $23.5M | 2.4M |
| Tarsus Pharmaceuticals Inc | TARS | Shares | $23.1M | 330K |
| Oric Pharmaceuticals Inc | ORIC | Shares | $22.9M | 1.8M |
| Uniqure Nv | Shares | $22.4M | 1.4M | |
| Monte Rosa Therapeutics Inc | GLUE | Shares | $19.4M | 1.2M |
| Natera Inc | NTRA | Shares | $18.6M | 93K |
| Climb Bio Inc | CLYM | Shares | $17.8M | 2.6M |
| Arcutis Biotherapeutics Inc | ARQT | Shares | $17.3M | 734K |
| Urogen Pharma Ltd | Shares | $17.0M | 944K | |
| Bright Minds Biosciences Inc | DRUG | Shares | $15.5M | 212K |
| Zymeworks, Inc. | ZYME | Shares | $14.2M | 565K |
| Belite Bio Inc | BLTE | Shares | $14.0M | 88K |
| Viridian Therapeutics Inc | VRDN | Shares | $12.7M | 650K |
| Engene Holdings, Inc. | Shares | $12.6M | 1.8M | |
| Abivax Sa | ABVX | Shares | $11.9M | 107K |
| Allogene Therapeutics, Inc. | ALLO | Shares | $5.5M | 2.2M |
| Aclaris Therapeutics Inc | ACRS | Shares | $1.5M | 392K |
| Werewolf Therapeutics, Inc. | HOWL | Shares | $1.0M | 1.2M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.