Investor
MPM BIOIMPACT LLC
CIK 0001687078 · filed 2026-05-15 · SEC filing
13F book
$1.29B
Positions
41
11 new · 8 sold
Largest name
8.4%
Dbv Technologies S A
Est. mark
$117M
Price effect on 30 names still held. Flow $303.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dbv Technologies S A | — | 5.21M | $108.9M | 8.4% | $1.71M | Added$89.8M |
| Cullinan Therapeutics, Inc. | CGEM | 7.65M | $108.7M | 8.4% | $29.5M | Held |
| Aktis Oncology, Inc. | AKTS | 4.84M | $86.5M | 6.7% | — | New |
| Liquidia Corp | LQDA | 1.41M | $53M | 4.1% | $4.55M | Added$4.71M |
| Alumis Inc. | ALMS | 2.39M | $52.6M | 4.1% | $29.3M | Cut$29.1M |
| Edgewise Therapeutics, Inc. | EWTX | 1.66M | $52.3M | 4.0% | $11.1M | Added$11.2M |
| Revolution Medicines Inc | — | 506.8K | $49.3M | 3.8% | $8.9M | Added$9.01M |
| Agios Pharmaceuticals, Inc. | AGIO | 1.31M | $44.2M | 3.4% | $8.62M | Added$8.71M |
| Corcept Therapeutics Inc | CORT | 985.7K | $39.7M | 3.1% | — | New |
| Trevi Therapeutics, Inc. | TRVI | 3.3M | $39.4M | 3.0% | −$1.94M | Added−$1.8M |
| Dianthus Therapeutics Inc | — | 424K | $35.6M | 2.7% | — | New |
| Xenon Pharmaceuticals Inc. | XENE | 588.7K | $34.2M | 2.6% | $6.47M | Added$12.5M |
| Moonlake Immunotherapeutics | MLTX | 1.81M | $33.8M | 2.6% | — | New |
| Travere Therapeutics, Inc. | TVTX | 1.13M | $33.7M | 2.6% | — | New |
| Evommune, Inc. | EVMN | 1.46M | $33.5M | 2.6% | $663.4K | Added$31.5M |
| Cytokinetics Inc | CYTK | 500K | $33M | 2.5% | — | New |
| Syndax Pharmaceuticals Inc | SNDX | 1.34M | $31.3M | 2.4% | $3.14M | Added$3.21M |
| Context Therapeutics Inc. | CNTX | 10.7M | $28M | 2.2% | $12.3M | Held |
| Forte Biosciences, Inc. | FBRX | 1M | $25.9M | 2.0% | — | New |
| Palvella Therapeutics Inc Ne | — | 206.4K | $25.7M | 2.0% | $4.11M | Added$4.19M |
| Dyne Therapeutics, Inc. | DYN | 1.41M | $25.5M | 2.0% | −$2.01M | Added−$1.96M |
| Stoke Therapeutics, Inc. | STOK | 767K | $25M | 1.9% | $629K | Cut$525.8K |
| Corvus Pharmaceuticals, Inc. | CRVS | 1.67M | $24.5M | 1.9% | $11.6M | Cut$3.38M |
| Relay Therapeutics, Inc. | RLAY | 2.36M | $23.5M | 1.8% | $3.33M | Added$4.59M |
| Tarsus Pharmaceuticals, Inc. | TARS | 329.8K | $23.1M | 1.8% | −$3.86M | Added−$3.8M |
| Oric Pharmaceuticals, Inc. | ORIC | 1.8M | $22.9M | 1.8% | $8.08M | Added$8.14M |
| Uniqure Nv | — | 1.37M | $22.4M | 1.7% | −$10.4M | Cut−$10.7M |
| Monte Rosa Therapeutics, Inc. | GLUE | 1.18M | $19.4M | 1.5% | $903.5K | Added$961.9K |
| Natera, Inc. | NTRA | 93.1K | $18.6M | 1.4% | −$2.71M | Cut−$2.82M |
| Climb Bio, Inc. | CLYM | 2.59M | $17.8M | 1.4% | $7.39M | Cut$7.08M |
| Arcutis Biotherapeutics, Inc. | ARQT | 734K | $17.3M | 1.3% | −$2.91M | Added$1.87M |
| UroGen Pharma Ltd. | URGN | 943.8K | $17M | 1.3% | −$5.12M | Added−$5.08M |
| Bright Minds Biosciences Inc. | DRUG | 212.2K | $15.5M | 1.2% | −$1.08M | Cut−$2.48M |
| Zymeworks Inc. | ZYME | 565.2K | $14.2M | 1.1% | — | New |
| Belite Bio, Inc | BLTE | 88K | $14M | 1.1% | −$45.6K | Added−$195 |
| Viridian Therapeutics Inc | — | 649.9K | $12.7M | 1.0% | — | New |
| Engene Holdings Inc | — | 1.85M | $12.6M | 1.0% | −$4.09M | Added−$4.06M |
| Abivax Sa | — | 107.3K | $11.9M | 0.9% | −$1.32M | Added$4.35M |
| Allogene Therapeutics, Inc. | ALLO | 2.24M | $5.47M | 0.4% | — | New |
| Aclaris Therapeutics, Inc. | ACRS | 391.9K | $1.47M | 0.1% | — | New |
| Werewolf Therapeutics, Inc. | HOWL | 1.21M | $1.01M | 0.1% | $240.1K | Cut$122.9K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.