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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, AKTS, LQDA, RVMD, CORT, and represent 36.76% of MPM BioImpact's stock portfolio.
Added to shares of these 10 stocks: RARE (+$47M), BIOA (+$41M), CGEM (+$38M), TSHA (+$31M), ABVX (+$31M), ZURA (+$26M), ANL (+$22M), ANNX (+$20M), DYN (+$11M), TRDA (+$9.2M).
Started 7 new stock positions in RARE, ANL, ANNX, BIOA, TSHA, TRDA, ZURA.
Reduced shares in these 10 stocks: AGIO (-$44M), XENE (-$34M), EVMN (-$34M), CYTK (-$33M), DBVT (-$25M), CRVS (-$25M), CORT (-$19M), CLYM (-$18M), ARQT (-$17M), ZYME (-$14M).
Sold out of its positions in AGIO, ALLO, ARQT, CRVS, CYTK, CLYM, Engene Holdings, EVMN, VRDN, XENE. ZYME.
MPM BioImpact was a net seller of stock by $-45M.
MPM BioImpact has $1.6B in assets under management (AUM), dropping by 26.65%.
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 37 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Cullinan Therapeutics 230031106 (CGEM)	10.8	$177M	+27%	9.7M	18.21	View chart
Aktis Oncology 01021M104 (AKTS)	9.5	$156M		4.8M	32.23	View chart
Liquidia Corporation 53635D202 (LQDA)	6.7	$111M		1.4M	79.73	View chart
Revolution Medicines 76155X100 (RVMD)	5.6	$92M	-2%	493k	187.28	View chart
Corcept Therapeutics 218352102 (CORT)	4.1	$67M	-21%	771k	86.95	View chart
Edgewise Therapeutics 28036F105 (EWTX)	4.0	$66M	-2%	1.6M	40.63	View chart
Travere Therapeutics 89422G107 (TVTX)	3.9	$64M		1.1M	56.81	View chart
DBV Technologies S A 23306J309 (DBVT)	3.7	$60M	-29%	3.7M	16.40	View chart
Trevi Therapeutics 89532M101 (TRVI)	3.5	$57M	-6%	3.1M	18.65	View chart
Alumis 022307102 (ALMS)	3.5	$57M	-15%	2.0M	28.14	View chart
Uniqure NV N90064101 (QURE)	3.4	$57M	-10%	1.2M	46.06	View chart
Ultragenyx Pharmaceuticals 90400D108 (RARE)	2.9	$47M	NEW	1.4M	33.39	View chart
Relay Therapeutics 75943R102 (RLAY)	2.8	$45M	+2%	2.4M	18.71	View chart
Abivax SA 00370M103 (ABVX)	2.7	$45M	+213%	336k	133.26	View chart
Dyne Therapeutics 26818M108 (DYN)	2.6	$43M	+36%	1.9M	22.21	View chart
Dianthus Therapeutics 252828108 (DNTH)	2.5	$41M		420k	97.48	View chart
BIOAGE Labs 09077V100 (BIOA)	2.5	$41M	NEW	1.7M	24.51	View chart
Urogen Pharma M96088105 (URGN)	2.1	$34M		933k	36.80	View chart
MoonLake Immunotherapeutics 61559X104 (MLTX)	1.9	$31M	-11%	1.6M	19.47	View chart
Palvella Therapeutics 697947109 (PVLA)	1.9	$31M		204k	152.82	View chart
Taysha Gene Therapies 877619106 (TSHA)	1.9	$31M	NEW	4.5M	6.81	View chart
Syndax Pharmaceuticals 87164F105 (SNDX)	1.8	$29M		1.3M	21.86	View chart
Monte Rosa Therapeutics 61225M102 (GLUE)	1.7	$28M		1.2M	24.20	View chart
Zura Bio G9ty5a101 (ZURA)	1.6	$26M	NEW	4.5M	5.90	View chart
Natera 632307104 (NTRA)	1.5	$25M		93k	271.45	View chart
Stoke Therapeutics 86150R107 (STOK)	1.4	$24M	-5%	723k	32.72	View chart
Adlai Nortye 00704R109 (ANL)	1.4	$22M	NEW	1.9M	11.50	View chart
Belite Bio 07782B104 (BLTE)	1.3	$21M	+55%	137k	153.99	View chart
Forte Biosciences 34962G208 (FBRX)	1.3	$21M		987k	21.25	View chart
Oric Pharmaceuticals 68622P109 (ORIC)	1.2	$20M	+4%	1.9M	10.83	View chart
Tarsus Pharmaceuticals 87650L103 (TARS)	1.2	$20M	-2%	322k	62.94	View chart
Annexon 03589W102 (ANNX)	1.2	$20M	NEW	3.5M	5.71	View chart
Bright Minds Biosciences 10919W405 (DRUG)	0.9	$14M	-4%	202k	70.20	View chart
Entrada Therapeutics 29384C108 (TRDA)	0.6	$9.2M	NEW	1.3M	7.36	View chart
Aclaris Therapeutics 00461u105 (ACRS)	0.3	$5.5M	+165%	1.0M	5.29	View chart
Context Therapeutics 21077P108 (CNTX)	0.0	$720k	-87%	1.3M	0.55	View chart
Werewolf Therapeutics 95075a107 (HOWL)	0.0	$29k	-93%	80k	0.36	View chart

Past Filings by MPM BioImpact

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

MPM BioImpact 2026 Q2 filed Aug. 14, 2026
MPM BioImpact 2026 Q1 filed May 15, 2026
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

View all past filings

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