13F

Investor

MPM BIOIMPACT LLC

CIK 0001687078 · filed 2026-02-17 · SEC filing

13F book

$874M

Positions

38

Largest name

9.1%

Cullinan Therapeutics, Inc. · CGEM

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Cullinan Therapeutics, Inc.CGEM7.65M$79.2M9.1%Held
Madrigal Pharmaceuticals, Inc.MDGL96.8K$56.4M6.4%Held
Liquidia CorpLQDA1.4M$48.3M5.5%Held
Trevi Therapeutics, Inc.TRVI3.29M$41.2M4.7%Held
Edgewise Therapeutics, Inc.EWTX1.66M$41.1M4.7%Held
Revolution Medicines Inc505.7K$40.3M4.6%Held
Agios Pharmaceuticals, Inc.AGIO1.3M$35.5M4.1%Held
Uniqure Nv1.38M$33.1M3.8%Held
Ptc Therapeutics, Inc.PTCT430K$32.7M3.7%Held
Syndax Pharmaceuticals IncSNDX1.34M$28.1M3.2%Held
Dyne Therapeutics, Inc.DYN1.41M$27.5M3.1%Held
Tarsus Pharmaceuticals, Inc.TARS328.9K$26.9M3.1%Held
Stoke Therapeutics, Inc.STOK770.3K$24.4M2.8%Held
Alumis Inc.ALMS2.4M$23.4M2.7%Held
UroGen Pharma Ltd.URGN941.4K$22M2.5%Held
Xenon Pharmaceuticals Inc.XENE485.6K$21.8M2.5%Held
Palvella Therapeutics Inc Ne205.7K$21.5M2.5%Held
Natera, Inc.NTRA93.6K$21.4M2.5%Held
Corvus Pharmaceuticals, Inc.CRVS2.74M$21.1M2.4%Held
Dbv Technologies S A996.8K$19.1M2.2%Held
Relay Therapeutics, Inc.RLAY2.23M$18.9M2.2%Held
Monte Rosa Therapeutics, Inc.GLUE1.17M$18.4M2.1%Held
Bright Minds Biosciences Inc.DRUG230.1K$18M2.1%Held
Protagonist Therapeutics, IncPTGX199.5K$17.4M2.0%Held
Engene Holdings Inc1.84M$16.6M1.9%Held
Context Therapeutics Inc.CNTX10.7M$15.7M1.8%Held
Arcutis Biotherapeutics, Inc.ARQT531.2K$15.4M1.8%Held
Ventyx Biosciences Inc1.64M$14.8M1.7%Held
Oric Pharmaceuticals, Inc.ORIC1.8M$14.7M1.7%Held
Belite Bio, IncBLTE87.8K$14M1.6%Held
Rapt Therapeutics Inc397.9K$13.5M1.5%Held
Climb Bio, Inc.CLYM2.67M$10.7M1.2%Held
Abivax Sa56.3K$7.59M0.9%Held
Rocket Pharmaceuticals Inc1.59M$5.57M0.6%Held
Maze Therapeutics, Inc.MAZE81.1K$3.36M0.4%Held
Evommune, Inc.EVMN113K$1.93M0.2%Held
Sarepta Therapeutics, Inc.SRPT70K$1.51M0.2%Held
Werewolf Therapeutics, Inc.HOWL1.39M$883.5K0.1%Held

Positions as of Q4 2025. 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.