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MPM Oncology Impact Management

Latest statistics and disclosures from MPM BioImpact's latest quarterly 13F-HR filing:

Top 5 stock holdings are CGEM, GERN, IOVA, ZNTL, ITOS, and represent 39.42% of MPM BioImpact's stock portfolio.
Added to shares of these 10 stocks: ZNTL (+$24M), STRO (+$23M), NTRA (+$16M), ALXO (+$14M), RARE (+$12M), ETNB (+$11M), FULC (+$11M), AKRO (+$8.4M), EWTX (+$8.0M), IRON (+$6.9M).
Started 13 new stock positions in AKRO, CMPX, ZNTL, Immatics, EWTX, STRO, RARE, TRVI, ALXO, NTRA. FULC, ETNB, IRON.
Reduced shares in these 10 stocks: IOVA (-$16M), VKTX (-$14M), GPCR (-$12M), Cymabay Therapeutics (-$9.1M), Karuna Therapeutics Ord (-$9.0M), TVTX, RLAY, PHAT, NTLA, VERV.
Sold out of its positions in Cymabay Therapeutics, Harpoon Therapeutics, INZY, Karuna Therapeutics Ord, PHAT, GPCR, TVTX.
MPM BioImpact was a net buyer of stock by $87M.
MPM BioImpact has $622M in assets under management (AUM), dropping by 66.04%.
Central Index Key (CIK): 0001687078

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Positions held by MPM Oncology Impact Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for MPM BioImpact

MPM BioImpact holds 38 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Cullinan Oncology Common (CGEM)	21.0	$130M		7.6M	17.04	View chart
Geron Corporation Common (GERN)	5.6	$35M	-2%	11M	3.30	View chart
Iovance Biotherapeutics Common (IOVA)	5.2	$33M	-33%	2.2M	14.82	View chart
Zentalis Pharmaceuticals Common (ZNTL)	3.8	$24M	NEW	1.5M	15.76	View chart
iTeos Therapeutics Common (ITOS)	3.8	$24M		1.7M	13.64	View chart
Sutro Biopharma Common (STRO)	3.7	$23M	NEW	4.1M	5.65	View chart
Crinetics Pharmaceuticals Common (CRNX)	3.6	$23M		481k	46.81	View chart
Olema Pharmaceuticals Common (OLMA)	3.6	$22M	+5%	2.0M	11.32	View chart
Madrigal Pharmaceuticals Common (MDGL)	2.6	$16M	+50%	61k	267.04	View chart
Natera Common (NTRA)	2.5	$16M	NEW	172k	91.46	View chart
Werewolf Therapeutics Common (HOWL)	2.5	$16M		2.4M	6.48	View chart
Moonlake Immunotherapeutics Class A Ord (MLTX)	2.4	$15M		296k	50.23	View chart
Avadel Pharmaceuticals Sponsored ADR (AVDL)	2.4	$15M	+31%	871k	16.89	View chart
Insmed Incorporated Common (INSM)	2.3	$14M		531k	27.13	View chart
ALX Oncology Holdings Common (ALXO)	2.3	$14M	NEW	1.3M	11.15	View chart
Viking Therapeutics Common (VKTX)	2.0	$12M	-53%	150k	82.00	View chart
Intellia Therapeutics Common (NTLA)	1.9	$12M	-20%	433k	27.51	View chart
Regenxbio Common (RGNX)	1.9	$12M	-16%	549k	21.07	View chart
Ultragenyx Pharmaceutical Common (RARE)	1.8	$12M	NEW	246k	46.69	View chart
Morphic Holding Common (MORF)	1.8	$12M	+62%	325k	35.20	View chart
89Bio Common (ETNB)	1.8	$11M	NEW	968k	11.64	View chart
Viridian Therapeutics Common (VRDN)	1.7	$11M	+140%	614k	17.51	View chart
Fulcrum Therapeutics Common (FULC)	1.7	$11M	NEW	1.1M	9.44	View chart
Xeris Biopharma Holdings Common (XERS)	1.5	$9.2M	+4%	4.2M	2.21	View chart
Axsome Therapeutics Common (AXSM)	1.5	$9.1M	+21%	114k	79.80	View chart
Kalvista Pharmaceuticals Common (KALV)	1.5	$9.0M	+31%	761k	11.86	View chart
Revolution Medicines Common (RVMD)	1.4	$8.8M		273k	32.23	View chart
Verve Therapeutics Common (VERV)	1.4	$8.5M	-25%	638k	13.28	View chart
Amicus Therapeutics Common (FOLD)	1.4	$8.5M		719k	11.78	View chart
Akero Therapeutics Common (AKRO)	1.4	$8.4M	NEW	333k	25.26	View chart
Adaptimmune Therapeutics Sponsored ADR (ADAP)	1.3	$8.1M		5.1M	1.58	View chart
Edgewise Therapeutics Common (EWTX)	1.3	$8.0M	NEW	441k	18.24	View chart
Repare Therapeutics Common (RPTX)	1.2	$7.7M		1.6M	4.71	View chart
Relay Therapeutics Common (RLAY)	1.1	$6.9M	-38%	832k	8.30	View chart
Disc Medicine Common (IRON)	1.1	$6.9M	NEW	111k	62.26	View chart
Trevi Therapeutics Common (TRVI)	0.7	$4.6M	NEW	1.3M	3.45	View chart
Immatics NV Common	0.7	$4.2M	NEW	395k	10.51	View chart
Compass Therapeutics Common (CMPX)	0.6	$3.9M	NEW	2.0M	1.98	View chart

Past Filings by MPM BioImpact

SEC 13F filings are viewable for MPM BioImpact going back to 2019

MPM BioImpact 2024 Q1 filed May 15, 2024
MPM BioImpact 2023 Q3 filed Nov. 14, 2023
BioImpact Capital 2023 Q2 filed Aug. 14, 2023
BioImpact Capital 2023 Q1 filed May 12, 2023
BioImpact Capital 2022 Q4 filed Feb. 14, 2023
BioImpact Capital 2022 Q3 filed Nov. 14, 2022
BioImpact Capital 2022 Q2 filed Aug. 11, 2022
BioImpact Capital 2022 Q1 filed May 13, 2022
BioImpact Capital 2021 Q4 filed Feb. 11, 2022
BioImpact Capital 2021 Q3 filed Nov. 15, 2021
MPM Oncology Impact Management 2021 Q2 filed Aug. 13, 2021
MPM Oncology Impact Management 2021 Q1 filed May 13, 2021
MPM Oncology Impact Management 2020 Q4 restated filed Feb. 24, 2021
MPM Oncology Impact Management 2020 Q4 filed Feb. 16, 2021
MPM Oncology Impact Management 2020 Q3 restated filed Nov. 19, 2020
MPM Oncology Impact Management 2020 Q3 filed Nov. 13, 2020

View all past filings

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