13FBOX
MPM BioImpact LLC · 13F 持仓分析
期权收益计算器 机构排行

MPM BioImpact LLC

No.2015
最新持仓市值 (Q2 2026)
$16.40亿
环比变动 Q1 2026
+$3.45亿+26.6%
持仓股票数
37
新买入
7
加仓
7
减仓
22
清仓
11
持股不变
1
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
CCULLINAN THERAPEUTICSCGEM
10.81%8.39%$1.77亿973.1万股$1.09亿764.8万股+208.3万股+27.24%加仓
AAKTIS ONCOLOGYAKTS
9.5%6.68%$1.56亿483.6万股$8,651.4万483.6万股00.00%持仓不变
LIQUIDIALQDA
6.74%4.1%$1.11亿138.6万股$5,303.1万140.5万股-1.9万股-1.35%减仓
RREVOLUTION MEDICINES COMRVMD
5.62%3.81%$9,223.2万49.2万股$4,928.4万50.7万股-1.4万股-2.82%减仓
CCORCEPT THERAPEUTICSCORT
4.09%3.07%$6,704.1万77.1万股$3,973.4万98.6万股-21.5万股-21.78%减仓
EDGEWISE THERAPEUTICSEWTX
4.02%4.04%$6,585.2万162.1万股$5,231.2万166.1万股-4.0万股-2.40%减仓
TTRAVERE THERAPEUTICSTVTX
3.89%2.6%$6,378.2万112.3万股$3,367.2万113.3万股-1.1万股-0.94%减仓
DBV TECHNOLOGIESDBVT
3.67%8.41%$6,012.7万366.6万股$1.09亿521.3万股-154.7万股-29.68%减仓
TREVI THERAPEUTICSTRVI
3.5%3.04%$5,732.2万307.4万股$3,935.0万329.8万股-22.5万股-6.82%减仓
ALUMISALMS
3.46%4.06%$5,681.5万201.9万股$5,257.5万238.7万股-36.8万股-15.40%减仓
UNIQUREQURE
3.44%1.73%$5,646.3万122.6万股$2,238.7万136.9万股-14.3万股-10.47%减仓
UULTRAGENYX PHARMACEUTICAL INRARE
2.89%$4,735.4万141.8万股$00股+141.8万股新买入
RELAY THERAPEUTICSRLAY
2.76%1.81%$4,519.7万241.6万股$2,347.8万236.0万股+5.6万股+2.38%加仓
ABIVAXABVX
2.73%0.92%$4,482.2万33.6万股$1,194.4万10.7万股+22.9万股+213.56%加仓
DDYNE THERAPEUTICSDYN
2.6%1.97%$4,269.0万192.2万股$2,553.0万140.8万股+51.4万股+36.50%加仓
DDIANTHUS THERAPEUTICSDNTH
2.5%2.75%$4,094.2万42.0万股$3,558.1万42.4万股-3,980股-0.94%减仓
BBIOAGE LABSBIOA
2.49%$4,087.4万166.8万股$00股+166.8万股新买入
UUROGEN PHARMAURGN
2.09%1.31%$3,435.0万93.3万股$1,697.0万94.4万股-1.0万股-1.10%减仓
MMOONLAKE IMMUNOTHERAPEUTICSMLTX
1.91%2.61%$3,128.8万160.7万股$3,375.9万181.1万股-20.4万股-11.27%减仓
PALVELLA THERAPEUTICS NEPVLA
1.9%1.99%$3,117.9万20.4万股$2,572.8万20.6万股-2,377股-1.15%减仓
TAYSHA GENE THERAPIESTSHA
1.87%$3,064.5万450.0万股$00股+450.0万股新买入
SYNDAX PHARMACEUTICALSSNDX
1.78%2.42%$2,915.1万133.4万股$3,132.0万134.1万股-7,210股-0.54%减仓
MMONTE ROSA THERAPEUTICSGLUE
1.71%1.5%$2,809.8万116.1万股$1,936.0万117.7万股-1.6万股-1.35%减仓
ZURA BIO LTD CLASS A ORD SHSZURA
1.61%$2,639.0万447.3万股$00股+447.3万股新买入
NateraNTRA
1.53%1.44%$2,514.7万9.3万股$1,861.4万9.3万股-436股-0.47%减仓
STOKE THERAPEUTICSSTOK
1.44%1.93%$2,366.7万72.3万股$2,497.5万76.7万股-4.4万股-5.70%减仓
AADLAI NORYTE LTDANL
1.36%$2,226.7万193.6万股$00股+193.6万股新买入
BELITE BIOBLTE
1.29%1.08%$2,112.8万13.7万股$1,403.8万8.8万股+4.9万股+55.84%加仓
FFORTE BIOSCIENCESFBRX
1.28%2%$2,098.3万98.7万股$2,591.8万100.1万股-1.3万股-1.32%减仓
OORIC PHARMACEUTICALSORIC
1.24%1.77%$2,038.4万188.2万股$2,285.6万180.4万股+7.8万股+4.34%加仓
TTARSUS PHARMACEUTICALSTARS
1.24%1.79%$2,026.7万32.2万股$2,313.2万33.0万股-7,743股-2.35%减仓
ANNEXONANNX
1.23%$2,023.8万354.4万股$00股+354.4万股新买入
BBRIGHT MINDS BIOSCIENCESDRUG
0.87%1.2%$1,418.8万20.2万股$1,548.2万21.2万股-1.0万股-4.74%减仓
ENTRADA THERAPEUTICS INC COMTRDA
0.56%$922.2万125.3万股$00股+125.3万股新买入
AACLARIS THERAPEUTICS INC COMACRS
0.34%0.11%$551.5万104.2万股$147.0万39.2万股+65.1万股+165.99%加仓
CCONTEXT THERAPEUTICSCNTX
0.04%2.16%$72.0万129.9万股$2,798.0万1,067.9万股-938.0万股-87.84%减仓
WWEREWOLF THERAPEUTICS INC COMHOWL
<0.01%0.08%$2.9万8.0万股$100.6万120.9万股-112.9万股-93.37%减仓

🧭 机构资金流板块热力图

净流出 净流入