13FBOX
MPM BioImpact LLC · 13F Holdings
Options Calculator Rankings

MPM BioImpact LLC

No.2015 Data as of 2026Q2
Latest AUM (Q2 2026)
$1.64B
QoQ Change Q1 2026
+$345.1M+26.6%
Holdings
37
New Buys
7
Adds
7
Reduces
22
Exits
11
Unchanged
1
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CCULLINAN THERAPEUTICS INCCGEM
10.81%8.39%$177.2M9.7M$108.7M7.6M+2.1M+27.24%Add
AAKTIS ONCOLOGY INCAKTS
9.5%6.68%$155.9M4.8M$86.5M4.8M00.00%Unchanged
LIQUIDIA CORPORATIONLQDA
6.74%4.1%$110.5M1.4M$53.0M1.4M-18,984-1.35%Reduce
RREVOLUTION MEDICINES INC COMRVMD
5.62%3.81%$92.2M492,483$49.3M506,776-14,293-2.82%Reduce
CCORCEPT THERAPEUTICS INCCORT
4.09%3.07%$67.0M771,028$39.7M985,700-214,672-21.78%Reduce
EDGEWISE THERAPEUTICS INCEWTX
4.02%4.04%$65.9M1.6M$52.3M1.7M-39,916-2.40%Reduce
TTRAVERE THERAPEUTICS INCTVTX
3.89%2.6%$63.8M1.1M$33.7M1.1M-10,634-0.94%Reduce
DBV TECHNOLOGIES S ADBVT
3.67%8.41%$60.1M3.7M$108.9M5.2M-1.5M-29.68%Reduce
TREVI THERAPEUTICS INCTRVI
3.5%3.04%$57.3M3.1M$39.4M3.3M-224,853-6.82%Reduce
ALUMIS INCALMS
3.46%4.06%$56.8M2.0M$52.6M2.4M-367,509-15.40%Reduce
UNIQURE NVQURE
3.44%1.73%$56.5M1.2M$22.4M1.4M-143,376-10.47%Reduce
UULTRAGENYX PHARMACEUTICAL INRARE
2.89%$47.4M1.4M$00+1.4MNew Buy
RELAY THERAPEUTICS INCRLAY
2.76%1.81%$45.2M2.4M$23.5M2.4M+56,086+2.38%Add
ABIVAX SAABVX
2.73%0.92%$44.8M336,347$11.9M107,268+229,079+213.56%Add
DDYNE THERAPEUTICS INCDYN
2.6%1.97%$42.7M1.9M$25.5M1.4M+513,941+36.50%Add
DDIANTHUS THERAPEUTICS INCDNTH
2.5%2.75%$40.9M420,002$35.6M423,982-3,980-0.94%Reduce
BBIOAGE LABS INCBIOA
2.49%$40.9M1.7M$00+1.7MNew Buy
UUROGEN PHARMA LTDURGN
2.09%1.31%$34.3M933,415$17.0M943,803-10,388-1.10%Reduce
MMOONLAKE IMMUNOTHERAPEUTICSMLTX
1.91%2.61%$31.3M1.6M$33.8M1.8M-204,115-11.27%Reduce
PALVELLA THERAPEUTICS INC NEPVLA
1.9%1.99%$31.2M204,027$25.7M206,404-2,377-1.15%Reduce
TAYSHA GENE THERAPIES INCTSHA
1.87%$30.6M4.5M$00+4.5MNew Buy
SYNDAX PHARMACEUTICALS INCSNDX
1.78%2.42%$29.2M1.3M$31.3M1.3M-7,210-0.54%Reduce
MMONTE ROSA THERAPEUTICS INCGLUE
1.71%1.5%$28.1M1.2M$19.4M1.2M-15,847-1.35%Reduce
ZURA BIO LTD CLASS A ORD SHSZURA
1.61%$26.4M4.5M$00+4.5MNew Buy
NATERA INCNTRA
1.53%1.44%$25.1M92,638$18.6M93,074-436-0.47%Reduce
STOKE THERAPEUTICS INCSTOK
1.44%1.93%$23.7M723,314$25.0M767,038-43,724-5.70%Reduce
AADLAI NORYTE LTDANL
1.36%$22.3M1.9M$00+1.9MNew Buy
BELITE BIO INCBLTE
1.29%1.08%$21.1M137,208$14.0M88,045+49,163+55.84%Add
FFORTE BIOSCIENCES INCFBRX
1.28%2%$21.0M987,448$25.9M1.0M-13,234-1.32%Reduce
OORIC PHARMACEUTICALS INCORIC
1.24%1.77%$20.4M1.9M$22.9M1.8M+78,217+4.34%Add
TTARSUS PHARMACEUTICALS INCTARS
1.24%1.79%$20.3M322,007$23.1M329,750-7,743-2.35%Reduce
ANNEXON INCANNX
1.23%$20.2M3.5M$00+3.5MNew Buy
BBRIGHT MINDS BIOSCIENCES INCDRUG
0.87%1.2%$14.2M202,114$15.5M212,175-10,061-4.74%Reduce
ENTRADA THERAPEUTICS INC COMTRDA
0.56%$9.2M1.3M$00+1.3MNew Buy
AACLARIS THERAPEUTICS INC COMACRS
0.34%0.11%$5.5M1.0M$1.5M391,918+650,549+165.99%Add
CCONTEXT THERAPEUTICS INCCNTX
0.04%2.16%$719,5421.3M$28.0M10.7M-9.4M-87.84%Reduce
WWEREWOLF THERAPEUTICS INC COMHOWL
<0.01%0.08%$28,85180,142$1.0M1.2M-1.1M-93.37%Reduce

🧭 Institutional Sector Flow Heatmap

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