MPM Oncology Impact Management
Latest statistics and disclosures from MPM BioImpact's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CGEM, MDGL, LQDA, TRVI, EWTX, and represent 30.44% of MPM BioImpact's stock portfolio.
- Added to shares of these 10 stocks: LQDA (+$41M), AGIO (+$36M), QURE (+$33M), ALMS (+$23M), CRVS (+$21M), URGN (+$19M), GLUE (+$18M), DRUG (+$18M), PTGX (+$17M), ARQT (+$15M).
- Started 15 new stock positions in CRVS, RAPT, GLUE, EVMN, MAZE, ALMS, ABVX, AGIO, QURE, PTGX. DRUG, VTYX, BLTE, ARQT, CLYM.
- Reduced shares in these 10 stocks: RNA (-$33M), ZLAB (-$25M), CMPX (-$18M), , VERA (-$16M), JANX (-$15M), SRPT (-$14M), SPRY (-$13M), RARE (-$12M), WVE (-$11M).
- Sold out of its positions in AKBA, ASMB, RNA, CMPX, DSGN, JANX, RAPP, Repare Therapeutics Ord, RNAC, SPRY. SLNO, SLDB, RARE, VERA, ZLAB, ALKS, WVE.
- MPM BioImpact was a net buyer of stock by $109M.
- MPM BioImpact has $874M in assets under management (AUM), dropping by 43.06%.
- Central Index Key (CIK): 0001687078
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Portfolio Holdings for MPM BioImpact
MPM BioImpact holds 38 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Cullinan Therapeutics Common (CGEM) | 9.1 | $79M | 7.6M | 10.35 |
|
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| Madrigal Pharmaceuticals Common (MDGL) | 6.4 | $56M | -3% | 97k | 582.34 |
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| Liquidia Corp Common (LQDA) | 5.5 | $48M | +600% | 1.4M | 34.49 |
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| Trevi Therapeutics Common (TRVI) | 4.7 | $41M | -3% | 3.3M | 12.52 |
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| Edgewise Therapeutics Common (EWTX) | 4.7 | $41M | -3% | 1.7M | 24.82 |
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| Revolution Medicines Common (RVMD) | 4.6 | $40M | +60% | 506k | 79.65 |
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| Agios Pharmaceuticals Common (AGIO) | 4.1 | $36M | NEW | 1.3M | 27.22 |
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| Uniqure NV Common (QURE) | 3.8 | $33M | NEW | 1.4M | 23.93 |
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| PTC Therapeutics Common (PTCT) | 3.7 | $33M | 430k | 75.96 |
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| Syndax Pharmaceuticals Common (SNDX) | 3.2 | $28M | -2% | 1.3M | 21.01 |
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| Dyne Therapeutics Common (DYN) | 3.1 | $28M | -2% | 1.4M | 19.56 |
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| Tarsus Pharmaceuticals Common (TARS) | 3.1 | $27M | -3% | 329k | 81.88 |
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| Stoke Therapeutics Common (STOK) | 2.8 | $24M | -2% | 770k | 31.74 |
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| Alumis Common (ALMS) | 2.7 | $23M | NEW | 2.4M | 9.76 |
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| Urogen Pharma Common (URGN) | 2.5 | $22M | +597% | 941k | 23.42 |
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| Xenon Pharmaceuticals Common (XENE) | 2.5 | $22M | -3% | 486k | 44.82 |
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| Palvella Therapeutics Common (PVLA) | 2.5 | $22M | +205% | 206k | 104.67 |
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| Natera Common (NTRA) | 2.5 | $21M | -5% | 94k | 229.09 |
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| Corvus Pharmaceuticals Common (CRVS) | 2.4 | $21M | NEW | 2.7M | 7.70 |
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| DBV Technologies S A Sponsored Ads (DBVT) | 2.2 | $19M | -5% | 997k | 19.17 |
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| Relay Therapeutics Common (RLAY) | 2.2 | $19M | -2% | 2.2M | 8.46 |
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| Monte Rosa Therapeutics Common (GLUE) | 2.1 | $18M | NEW | 1.2M | 15.68 |
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| Bright Minds Biosciences Common (DRUG) | 2.1 | $18M | NEW | 230k | 78.04 |
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| Protagonist Therapeutics Common (PTGX) | 2.0 | $17M | NEW | 200k | 87.34 |
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| enGene Holdings Common (ENGN) | 1.9 | $17M | +247% | 1.8M | 9.03 |
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| Context Therapeutics Common (CNTX) | 1.8 | $16M | -27% | 11M | 1.47 |
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| Arcutis Biotherapeutics Common (ARQT) | 1.8 | $15M | NEW | 531k | 29.04 |
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| Ventyx Biosciences Common (VTYX) | 1.7 | $15M | NEW | 1.6M | 9.03 |
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| Oric Pharmaceuticals Common (ORIC) | 1.7 | $15M | +4% | 1.8M | 8.18 |
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| Belite Bio Sponsored Ads (BLTE) | 1.6 | $14M | NEW | 88k | 159.96 |
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| RAPT Therapeutics Common (RAPT) | 1.5 | $14M | NEW | 398k | 33.87 |
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| Climb Bio Common (CLYM) | 1.2 | $11M | NEW | 2.7M | 4.00 |
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| Abivax SA Sponsored Ads (ABVX) | 0.9 | $7.6M | NEW | 56k | 134.85 |
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| Rocket Pharmaceuticals Common (RCKT) | 0.6 | $5.6M | -59% | 1.6M | 3.51 |
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| Maze Therapeutics Common (MAZE) | 0.4 | $3.4M | NEW | 81k | 41.43 |
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| Evommune Common (EVMN) | 0.2 | $1.9M | NEW | 113k | 17.12 |
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| Sarepta Therapeutics Common (SRPT) | 0.2 | $1.5M | -90% | 70k | 21.52 |
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| Werewolf Therapeutics Common (HOWL) | 0.1 | $884k | -42% | 1.4M | 0.63 |
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Past Filings by MPM BioImpact
SEC 13F filings are viewable for MPM BioImpact going back to 2019
- MPM BioImpact 2025 Q4 filed Feb. 17, 2026
- 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