EdgeMarket › What Mpm Bioimpact Llc reported owning

What Mpm Bioimpact Llc reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

1.3B

Positions

41

Quarter

2026-03-31

Shown below

41
largest by value
holdingvalue% of booksharesprice1y
DBVT
DBV Technologies S.A.
108.9M8.4%5.2M14.55+48.5%
CGEM
Cullinan Therapeutics, Inc.
108.7M8.4%7.6M21.68+190.2%
AKTS
Aktis Oncology, Inc.
86.5M6.7%4.8M24.07+19858.5%
LQDA
Liquidia Corp
53.0M4.1%1.4M68.62+150.9%
ALMS
ALUMIS INC.
52.6M4.1%2.4M24.17+448.1%
EWTX
Edgewise Therapeutics, Inc.
52.3M4.0%1.7M44.18+219.2%
RVMD
Revolution Medicines, Inc.
49.3M3.8%506.8K209.46+479.3%
AGIO
AGIOS PHARMACEUTICALS, INC.
44.2M3.4%1.3M33.09-10.1%
CORT
CORCEPT THERAPEUTICS INC
39.7M3.1%985.7K122.25+73.7%
TRVI
Trevi Therapeutics, Inc.
39.4M3.0%3.3M17.96+142.0%
DNTH
Dianthus Therapeutics, Inc. /DE/
35.6M2.7%424.0K111.10+374.4%
XENE
Xenon Pharmaceuticals Inc.
34.2M2.6%588.7K60.77+61.5%
MLTX
MoonLake Immunotherapeutics
33.8M2.6%1.8M15.76-70.9%
TVTX
Travere Therapeutics, Inc.
33.7M2.6%1.1M65.71+265.7%
EVMN
Evommune, Inc.
33.5M2.6%1.5M14.02
CYTK
CYTOKINETICS INC
33.0M2.5%500.0K76.84+105.9%
SNDX
Syndax Pharmaceuticals Inc
31.3M2.4%1.3M19.65+24.8%
CNTX
Context Therapeutics Inc.
28.0M2.2%10.7M0.50-44.7%
FBRX
Forte Biosciences, Inc.
25.9M2.0%1.0M76.92+554.1%
PVLA
PALVELLA THERAPEUTICS, INC.
25.7M2.0%206.4K142.04+181.6%
DYN
Dyne Therapeutics, Inc.
25.5M2.0%1.4M26.10+118.0%
STOK
Stoke Therapeutics, Inc.
25.0M1.9%767.0K32.29+67.1%
CRVS
Corvus Pharmaceuticals, Inc.
24.5M1.9%1.7M14.46+178.6%
RLAY
Relay Therapeutics, Inc.
23.5M1.8%2.4M19.44+471.8%
TARS
Tarsus Pharmaceuticals, Inc.
23.1M1.8%329.8K72.70+31.2%
ORIC
Oric Pharmaceuticals, Inc.
22.9M1.8%1.8M14.20+49.3%
QURE
uniQure N.V.
22.4M1.7%1.4M48.37+212.5%
GLUE
Monte Rosa Therapeutics, Inc.
19.4M1.5%1.2M14.30+222.8%
NTRA
Natera, Inc.
18.6M1.4%93.1K332.03+106.7%
CLYM
Climb Bio, Inc.
17.8M1.4%2.6M17.28+668.0%
ARQT
Arcutis Biotherapeutics, Inc.
17.3M1.3%734.0K25.08+58.8%
URGN
UroGen Pharma Ltd.
17.0M1.3%943.8K46.86+142.7%
DRUG
BRIGHT MINDS BIOSCIENCES INC.
15.5M1.2%212.2K77.42+80.0%
ZYME
Zymeworks Inc.
14.2M1.1%565.2K28.67+100.2%
BLTE
BELITE BIO, INC
14.0M1.1%88.0K161.06+154.0%
VRDN
Viridian Therapeutics, Inc.\DE
12.7M1.0%649.9K24.29+33.9%
ENGN
enGene Therapeutics Inc.
12.6M1.0%1.8M1.78-53.9%
ABVX
Abivax S.A.
11.9M0.9%107.3K114.95+59.9%
ALLO
Allogene Therapeutics, Inc.
5.5M0.4%2.2M2.09+97.2%
ACRS
Aclaris Therapeutics, Inc.
1.5M0.1%391.9K6.41+254.1%
HOWL
Werewolf Therapeutics, Inc.
1.0M0.1%1.2M0.87-29.6%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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