Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

MPM Oncology Impact Management

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

Top 5 stock holdings are DBVT, CGEM, Aktis Oncology, LQDA, ALMS, and represent 31.64% of MPM BioImpact's stock portfolio.
Added to shares of these 10 stocks: DBVT (+$88M), Aktis Oncology (+$87M), CORT (+$40M), DNTH (+$36M), MLTX (+$34M), TVTX (+$34M), CYTK (+$33M), EVMN (+$31M), FBRX (+$26M), ZYME (+$14M).
Started 11 new stock positions in ZYME, TVTX, MLTX, ALLO, DNTH, CORT, CYTK, FBRX, Aktis Oncology, VRDN. ACRS.
Reduced shares in these 10 stocks: MDGL (-$56M), PTCT (-$33M), PTGX (-$17M), CRVS (-$16M), VTYX (-$15M), RAPT (-$14M), RCKT (-$5.6M), MAZE, SRPT, DRUG.
Sold out of its positions in MDGL, MAZE, PTCT, PTGX, RAPT, RCKT, SRPT, VTYX.
MPM BioImpact was a net buyer of stock by $296M.
MPM BioImpact has $1.3B in assets under management (AUM), dropping by 48.17%.
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

Download as csv

Download as Excel

Portfolio Holdings for MPM BioImpact

MPM BioImpact holds 41 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
DBV Technologies S A Sponsored Ads (DBVT)	8.4	$109M	+422%	5.2M	20.89	View chart
Cullinan Therapeutics Common (CGEM)	8.4	$109M		7.6M	14.21	View chart
Aktis Oncology Common	6.7	$87M	NEW	4.8M	17.89	View chart
Liquidia Corporation Common (LQDA)	4.1	$53M		1.4M	37.74	View chart
Alumis Common (ALMS)	4.1	$53M		2.4M	22.03	View chart
Edgewise Therapeutics Common (EWTX)	4.0	$52M		1.7M	31.50	View chart
Revolution Medicines Common (RVMD)	3.8	$49M		507k	97.25	View chart
Agios Pharmaceuticals Common (AGIO)	3.4	$44M		1.3M	33.83	View chart
Corcept Therapeutics Common (CORT)	3.1	$40M	NEW	986k	40.31	View chart
Trevi Therapeutics Common (TRVI)	3.0	$39M		3.3M	11.93	View chart
Dianthus Therapeutics Common (DNTH)	2.7	$36M	NEW	424k	83.92	View chart
Xenon Pharmaceuticals Common (XENE)	2.6	$34M	+21%	589k	58.15	View chart
MoonLake Immunotherapeutics Class A Ord (MLTX)	2.6	$34M	NEW	1.8M	18.64	View chart
Travere Therapeutics Common (TVTX)	2.6	$34M	NEW	1.1M	29.71	View chart
Evommune Common (EVMN)	2.6	$34M	+1188%	1.5M	22.99	View chart
Cytokinetics Common (CYTK)	2.5	$33M	NEW	500k	65.91	View chart
Syndax Pharmaceuticals Common (SNDX)	2.4	$31M		1.3M	23.36	View chart
Context Therapeutics Common (CNTX)	2.2	$28M		11M	2.62	View chart
Forte Biosciences Common (FBRX)	2.0	$26M	NEW	1.0M	25.90	View chart
Palvella Therapeutics Common (PVLA)	2.0	$26M		206k	124.65	View chart
Dyne Therapeutics Common (DYN)	2.0	$26M		1.4M	18.13	View chart
Stoke Therapeutics Common (STOK)	1.9	$25M		767k	32.56	View chart
Corvus Pharmaceuticals Common (CRVS)	1.9	$25M	-38%	1.7M	14.63	View chart
Relay Therapeutics Common (RLAY)	1.8	$24M	+5%	2.4M	9.95	View chart
Tarsus Pharmaceuticals Common (TARS)	1.8	$23M		330k	70.15	View chart
Oric Pharmaceuticals Common (ORIC)	1.8	$23M		1.8M	12.67	View chart
Uniqure NV Common (QURE)	1.7	$22M		1.4M	16.35	View chart
Monte Rosa Therapeutics Common (GLUE)	1.5	$19M		1.2M	16.45	View chart
Natera Common (NTRA)	1.4	$19M		93k	199.99	View chart
Climb Bio Common (CLYM)	1.4	$18M	-2%	2.6M	6.85	View chart
Arcutis Biotherapeutics Common (ARQT)	1.3	$17M	+38%	734k	23.56	View chart
Urogen Pharma Common (URGN)	1.3	$17M		944k	17.98	View chart
Bright Minds Biosciences Common (DRUG)	1.2	$16M	-7%	212k	72.97	View chart
Zymeworks Common (ZYME)	1.1	$14M	NEW	565k	25.04	View chart
Belite Bio Sponsored Ads (BLTE)	1.1	$14M		88k	159.44	View chart
Viridian Therapeutics Common (VRDN)	1.0	$13M	NEW	650k	19.56	View chart
enGene Holdings Common (ENGN)	1.0	$13M		1.8M	6.81	View chart
Abivax SA Sponsored Ads (ABVX)	0.9	$12M	+90%	107k	111.35	View chart
Allogene Therapeutics Common (ALLO)	0.4	$5.5M	NEW	2.2M	2.44	View chart
Aclaris Therapeutics Common (ACRS)	0.1	$1.5M	NEW	392k	3.75	View chart
Werewolf Therapeutics Common (HOWL)	0.1	$1.0M	-13%	1.2M	0.83	View chart

Past Filings by MPM BioImpact

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

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
BioImpact Capital 2022 Q1 filed May 13, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z