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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 MDGL, CGEM, RNA, TRVI, EWTX, and represent 30.06% of MPM BioImpact's stock portfolio.
Added to shares of these 10 stocks: SNDX (+$21M), SRPT (+$7.3M), XENE (+$7.2M), SLNO (+$6.8M), LQDA, PVLA, ENGN, URGN, RAPP, ASMB.
Started 7 new stock positions in ENGN, ASMB, RAPP, SNDX, PVLA, URGN, LQDA.
Reduced shares in these 10 stocks: GH (-$23M), MLTX (-$15M), MBX (-$15M), CRNX (-$12M), OLMA (-$10M), REPL (-$9.1M), NUVB (-$9.0M), TSHA (-$6.8M), RNAC, VERU.
Sold out of its positions in ADAP, ACLX, CRNX, GH, MBX, MLTX, NUVB, OLMA, REPL, TSHA. VERU.
MPM BioImpact was a net seller of stock by $-48M.
MPM BioImpact has $611M in assets under management (AUM), dropping by 5.84%.
Central Index Key (CIK): 0001687078

Tip: Access up to 7 years of quarterly data

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 40 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Madrigal Pharmaceuticals Common (MDGL)	7.5	$46M		100k	458.66	View chart
Cullinan Therapeutics Common (CGEM)	7.4	$45M		7.6M	5.93	View chart
Avidity Biosciences Common (RNA)	5.4	$33M		760k	43.57	View chart
Trevi Therapeutics Common (TRVI)	5.1	$31M		3.4M	9.15	View chart
Edgewise Therapeutics Common (EWTX)	4.6	$28M		1.7M	16.22	View chart
PTC Therapeutics Common (PTCT)	4.4	$27M		439k	61.37	View chart
Zai Lab Adr (ZLAB)	4.1	$25M		745k	33.89	View chart
Syndax Pharmaceuticals Common (SNDX)	3.5	$21M	NEW	1.4M	15.38	View chart
Oric Pharmaceuticals Common (ORIC)	3.4	$21M		1.7M	12.00	View chart
Tarsus Pharmaceuticals Common (TARS)	3.3	$20M		342k	59.43	View chart
Xenon Pharmaceuticals Common (XENE)	3.3	$20M	+55%	503k	40.15	View chart
Stoke Therapeutics Common (STOK)	3.0	$19M		790k	23.50	View chart
Dyne Therapeutics Common (DYN)	3.0	$18M		1.4M	12.65	View chart
Compass Therapeutics Common (CMPX)	2.9	$18M	-9%	5.1M	3.50	View chart
Alkermes Common (ALKS)	2.7	$17M		549k	30.00	View chart
Vera Therapeutics Class A Ord (VERA)	2.7	$16M		563k	29.06	View chart
Natera Common (NTRA)	2.6	$16M		99k	160.97	View chart
Janux Therapeutics Common (JANX)	2.5	$15M		614k	24.44	View chart
Revolution Medicines Common (RVMD)	2.4	$15M		316k	46.70	View chart
Context Therapeutics Common (CNTX)	2.3	$14M		15M	0.97	View chart
Sarepta Therapeutics Common (SRPT)	2.2	$14M	+117%	700k	19.27	View chart
ARS Pharmaceuticals Common (SPRY)	2.1	$13M		1.3M	10.05	View chart
Rocket Pharmaceuticals Common (RCKT)	2.1	$13M		3.9M	3.26	View chart
Relay Therapeutics Common (RLAY)	2.0	$12M		2.3M	5.22	View chart
Ultragenyx Pharmaceutical Common (RARE)	1.9	$12M		396k	30.08	View chart
Wave Life Sciences PTE Common (WVE)	1.8	$11M		1.5M	7.32	View chart
DBV Technologies S A Sponsored Ads (DBVT)	1.7	$11M		1.1M	10.00	View chart
Soleno Therapeutics Common (SLNO)	1.7	$10M	+200%	150k	67.60	View chart
Solid Biosciences Common (SLDB)	1.7	$10M		1.6M	6.17	View chart
Akebia Therapeutics Common (AKBA)	1.3	$7.9M		2.9M	2.73	View chart
Werewolf Therapeutics Common (HOWL)	0.8	$4.7M		2.4M	1.97	View chart
Liquidia Corp Common (LQDA)	0.7	$4.5M	NEW	200k	22.74	View chart
Palvella Therapeutics Common (PVLA)	0.7	$4.2M	NEW	67k	62.69	View chart
Design Therapeutics Common (DSGN)	0.7	$4.2M		555k	7.53	View chart
Cartesian Therapeutics Common (RNAC)	0.6	$3.9M	-44%	380k	10.22	View chart
enGene Holdings Common (ENGN)	0.6	$3.6M	NEW	530k	6.83	View chart
Urogen Pharma Common (URGN)	0.4	$2.7M	NEW	135k	19.95	View chart
Rapport Therapeutics Common (RAPP)	0.3	$2.1M	NEW	72k	29.70	View chart
Repare Therapeutics Common (RPTX)	0.2	$1.4M		820k	1.76	View chart
Assembly Biosciences Common (ASMB)	0.2	$1.0M	NEW	40k	25.60	View chart

Past Filings by MPM BioImpact

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

MPM BioImpact 2025 Q3 filed Nov. 14, 2025
MPM BioImpact 2025 Q2 filed Aug. 14, 2025
MPM BioImpact 2025 Q1 filed May 15, 2025
MPM BioImpact 2024 Q4 filed Feb. 14, 2025
MPM BioImpact 2024 Q3 filed Nov. 13, 2024
MPM BioImpact 2024 Q2 filed Aug. 14, 2024
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

View all past filings

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