MPM Oncology Impact Management

MPM BioImpact as of March 31, 2025

Portfolio Holdings for MPM BioImpact

MPM BioImpact holds 43 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cullinan Therapeutics Common (CGEM) 10.0 $58M 7.6M 7.57
Madrigal Pharmaceuticals Common (MDGL) 5.7 $33M 100k 331.23
Zai Lab Adr (ZLAB) 5.2 $30M 834k 36.14
Edgewise Therapeutics Common (EWTX) 4.2 $24M 1.1M 22.00
Lantheus Holdings Common (LNTH) 3.9 $23M 232k 97.60
PTC Therapeutics Common (PTCT) 3.9 $22M 440k 50.96
Natera Common (NTRA) 3.8 $22M 157k 141.41
Trevi Therapeutics Common (TRVI) 3.7 $22M 3.4M 6.29
Crinetics Pharmaceuticals Common (CRNX) 3.6 $21M 632k 33.54
Avidity Biosciences Common (RNA) 3.6 $21M 714k 29.52
Guardant Health Common (GH) 3.2 $19M 443k 42.60
United Therapeutics Corp. Common (UTHR) 3.1 $18M 59k 308.27
ARS Pharmaceuticals Common (SPRY) 2.8 $17M 1.3M 12.58
Compass Therapeutics Common (CMPX) 2.8 $16M 8.4M 1.90
Janux Therapeutics Common (JANX) 2.6 $15M 567k 27.00
Ultragenyx Pharmaceutical Common (RARE) 2.5 $14M 398k 36.21
Moonlake Immunotherapeutics Class A Ord (MLTX) 2.1 $12M 316k 39.07
Wave Life Sciences PTE Common (WVE) 2.1 $12M 1.5M 8.08
Revolution Medicines Common (RVMD) 1.9 $11M 317k 35.36
Alkermes Common (ALKS) 1.9 $11M 338k 33.02
Olema Pharmaceuticals Common (OLMA) 1.9 $11M 2.9M 3.76
Rocket Pharmaceuticals Common (RCKT) 1.9 $11M 1.6M 6.67
iTeos Therapeutics Common 1.8 $10M 1.7M 5.97
Cartesian Therapeutics Common (RNAC) 1.8 $10M 791k 13.18
Twist Bioscience Corp Common (TWST) 1.8 $10M 261k 39.26
Xenon Pharmaceuticals Common (XENE) 1.7 $10M 303k 33.55
Vera Therapeutics Class A Ord (VERA) 1.7 $10M 416k 24.02
Replimune Group Common (REPL) 1.7 $9.6M 987k 9.75
Iovance Biotherapeutics Common (IOVA) 1.6 $9.0M 2.7M 3.33
Context Therapeutics Common (CNTX) 1.5 $9.0M 15M 0.61
MBX Biosciences Common (MBX) 1.4 $8.4M 1.1M 7.38
Nuvation Bio Common (NUVB) 1.4 $8.2M 4.7M 1.76
Oric Pharmaceuticals Common (ORIC) 1.3 $7.8M 1.4M 5.58
Ideaya Biosciences Common (IDYA) 1.2 $7.0M 430k 16.38
Solid Biosciences Common (SLDB) 1.0 $6.1M 1.6M 3.70
Relay Therapeutics Common (RLAY) 1.0 $6.0M 2.3M 2.62
Stoke Therapeutics Common (STOK) 0.8 $4.6M 694k 6.65
Veru Common (VERU) 0.6 $3.2M 6.6M 0.49
Werewolf Therapeutics Common (HOWL) 0.4 $2.3M 2.4M 0.97
Design Therapeutics Common (DSGN) 0.4 $2.2M 563k 3.86
Adaptimmune Therapeutics Sponsored ADR (ADAP) 0.2 $964k 4.9M 0.20
Repare Therapeutics Common (RPTX) 0.1 $808k 820k 0.99
ALX Oncology Holdings Common (ALXO) 0.1 $343k 550k 0.62