MPM BioImpact LLC — 13F Holdings & Portfolio
CIK 1687078 · latest 13F-HR filed 2026-05-15
MPM BioImpact LLC manages $1.29B in 13F-reported U.S. long-equity assets across 41 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are DBVT (8.41%), CGEM (8.39%), AKTS (6.68%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 11 new positions, exited 8, added to 20, and trimmed 7.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.29B
Long-equity book
41
Distinct positions
2026-03-31
Filed 2026-05-15
+11 / −8 / ↑20 / ↓7
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DBV Technologies S A$89.8M +469.9%
- Evommune Inc$31.5M +1629.8%
- Cullinan Therapeutics, Inc.$29.5M +37.3%
- Alumis Inc$29.1M +124.3%
- Xenon Pharmaceuticals Inc$12.5M +57.3%
Top Trims
- Uniqure NV-$10.7M -32.3%
- Urogen Pharma Ltd-$5.1M -23.0%
- enGene Holdings, Inc.-$4.1M -24.4%
- Tarsus Pharmaceuticals Inc-$3.8M -14.1%
- Natera Inc-$2.8M -13.1%
New Positions
- Aktis Oncology, Inc.$86.5M
- Corcept Therapeutics, Inc.$39.7M
- Dianthus Therapeutics Inc$35.6M
- MoonLake Immunotherapeutics$33.8M
- Travere Therapeutics Inc$33.7M
Exited Positions
- Madrigal Pharmaceuticals Inc$56.4M
- PTC Therapeutics Inc$32.7M
- Protagonist Therapeutics Inc$17.4M
- Ventyx Biosciences Inc$14.8M
- RAPT Therapeutics Inc$13.5M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DBV Technologies S A | DBVT | 23306J309 | $108.9M | 8.41% | 5,213,361 | SH |
| 2 | Cullinan Therapeutics, Inc. | CGEM | 230031106 | $108.7M | 8.39% | 7,648,268 | SH |
| 3 | Aktis Oncology, Inc. | AKTS | 01021M104 | $86.5M | 6.68% | 4,835,872 | SH |
| 4 | Liquidia Corporation | LQDA | 53635D202 | $53.0M | 4.10% | 1,405,158 | SH |
| 5 | Alumis Inc | ALMS | 022307102 | $52.6M | 4.06% | 2,386,529 | SH |
| 6 | Edgewise Therapeutics Inc | EWTX | 28036F105 | $52.3M | 4.04% | 1,660,696 | SH |
| 7 | Revolution Medicines, Inc. | RVMD | 76155X100 | $49.3M | 3.81% | 506,776 | SH |
| 8 | Agios Pharmaceuticals Inc | AGIO | 00847X104 | $44.2M | 3.41% | 1,306,261 | SH |
| 9 | Corcept Therapeutics, Inc. | CORT | 218352102 | $39.7M | 3.07% | 985,700 | SH |
| 10 | Trevi Therapeutics Inc | TRVI | 89532M101 | $39.4M | 3.04% | 3,298,430 | SH |
| 11 | Dianthus Therapeutics Inc | DNTH | 252828108 | $35.6M | 2.75% | 423,982 | SH |
| 12 | Xenon Pharmaceuticals Inc | XENE | 98420N105 | $34.2M | 2.64% | 588,706 | SH |
| 13 | MoonLake Immunotherapeutics | MLTX | 61559X104 | $33.8M | 2.61% | 1,811,082 | SH |
| 14 | Travere Therapeutics Inc | TVTX | 89422G107 | $33.7M | 2.60% | 1,133,365 | SH |
| 15 | Evommune Inc | EVMN | 30054Y107 | $33.5M | 2.58% | 1,455,863 | SH |
| 16 | Cytokinetics Inc | CYTK | 23282W605 | $33.0M | 2.54% | 500,000 | SH |
| 17 | Syndax Pharmaceuticals Inc | SNDX | 87164F105 | $31.3M | 2.42% | 1,340,733 | SH |
| 18 | Context Therapeutics Inc | CNTX | 21077P108 | $28.0M | 2.16% | 10,679,391 | SH |
| 19 | Forte Biosciences, Inc. | FBRX | 34962G208 | $25.9M | 2.00% | 1,000,682 | SH |
| 20 | Palvella Therapeutics Inc | PVLA | 697947109 | $25.7M | 1.99% | 206,404 | SH |
| 21 | Dyne Therapeutics, Inc. | DYN | 26818M108 | $25.5M | 1.97% | 1,408,152 | SH |
| 22 | Stoke Therapeutics Inc | STOK | 86150R107 | $25.0M | 1.93% | 767,038 | SH |
| 23 | Corvus Pharmaceuticals Inc | CRVS | 221015100 | $24.5M | 1.89% | 1,674,875 | SH |
| 24 | Relay Therapeutics Inc. | RLAY | 75943R102 | $23.5M | 1.81% | 2,359,586 | SH |
| 25 | Tarsus Pharmaceuticals Inc | TARS | 87650L103 | $23.1M | 1.79% | 329,750 | SH |
| 26 | Oric Pharmaceuticals Inc | ORIC | 68622P109 | $22.9M | 1.77% | 1,803,945 | SH |
| 27 | Uniqure NV | QURE | N90064101 | $22.4M | 1.73% | 1,369,231 | SH |
| 28 | Monte Rosa Therapeutics Inc | GLUE | 61225M102 | $19.4M | 1.50% | 1,176,928 | SH |
| 29 | Natera Inc | NTRA | 632307104 | $18.6M | 1.44% | 93,074 | SH |
| 30 | Climb Bio Inc | CLYM | 28658R106 | $17.8M | 1.37% | 2,593,439 | SH |
| 31 | Arcutis Biotherapeutics Inc | ARQT | 03969K108 | $17.3M | 1.34% | 733,966 | SH |
| 32 | Urogen Pharma Ltd | URGN | M96088105 | $17.0M | 1.31% | 943,803 | SH |
| 33 | Bright Minds Biosciences Inc | DRUG | 10919W405 | $15.5M | 1.20% | 212,175 | SH |
| 34 | Zymeworks, Inc. | ZYME | 98985Y108 | $14.2M | 1.09% | 565,249 | SH |
| 35 | Belite Bio Inc | BLTE | 07782B104 | $14.0M | 1.08% | 88,045 | SH |
| 36 | Viridian Therapeutics Inc | VRDN | 92790C104 | $12.7M | 0.98% | 649,873 | SH |
| 37 | enGene Holdings, Inc. | ENGNW | 29286M105 | $12.6M | 0.97% | 1,845,373 | SH |
| 38 | Abivax SA | ABVX | 00370M103 | $11.9M | 0.92% | 107,268 | SH |
| 39 | Allogene Therapeutics, Inc. | ALLO | 019770106 | $5.5M | 0.42% | 2,242,933 | SH |
| 40 | Aclaris Therapeutics Inc | ACRS | 00461U105 | $1.5M | 0.11% | 391,918 | SH |
| 41 | Werewolf Therapeutics, Inc. | HOWL | 95075A107 | $1.0M | 0.08% | 1,208,810 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $1.29B | 41 | 0001193125-26-226995 |
| 2025-12-31 | 2026-02-17 | $874.0M | 38 | 0001193125-26-054813 |
| 2025-09-30 | 2025-11-14 | $610.9M | 40 | 0001193125-25-283112 |