MPM Oncology Impact Management

MPM BioImpact as of June 30, 2025

Portfolio Holdings for MPM BioImpact

MPM BioImpact holds 44 positions in its portfolio as reported in the June 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 7.53
Madrigal Pharmaceuticals Common (MDGL) 5.3 $30M 100k 302.64
Zai Lab Adr (ZLAB) 4.5 $26M 745k 34.97
Guardant Health Common (GH) 4.0 $23M 443k 52.04
ARS Pharmaceuticals Common (SPRY) 3.9 $23M 1.3M 17.45
Edgewise Therapeutics Common (EWTX) 3.9 $23M 1.7M 13.11
Avidity Biosciences Common (RNA) 3.7 $22M 760k 28.40
PTC Therapeutics Common (PTCT) 3.7 $21M 439k 48.84
Trevi Therapeutics Common (TRVI) 3.2 $19M 3.4M 5.47
Oric Pharmaceuticals Common (ORIC) 3.0 $18M 1.7M 10.15
Natera Common (NTRA) 2.9 $17M 99k 168.94
Alkermes Common (ALKS) 2.7 $16M 549k 28.61
Moonlake Immunotherapeutics Class A Ord (MLTX) 2.6 $15M 314k 47.20
MBX Biosciences Common (MBX) 2.6 $15M 1.3M 11.41
Compass Therapeutics Common (CMPX) 2.5 $15M 5.6M 2.60
Ultragenyx Pharmaceutical Common (RARE) 2.5 $14M 396k 36.36
Janux Therapeutics Common (JANX) 2.5 $14M 614k 23.10
Tarsus Pharmaceuticals Common (TARS) 2.4 $14M 342k 40.51
Dyne Therapeutics Common (DYN) 2.4 $14M 1.4M 9.52
Vera Therapeutics Class A Ord (VERA) 2.3 $13M 563k 23.56
Crinetics Pharmaceuticals Common (CRNX) 2.1 $12M 429k 28.76
Revolution Medicines Common (RVMD) 2.0 $12M 316k 36.79
Akebia Therapeutics Common (AKBA) 1.8 $11M 2.9M 3.64
Olema Pharmaceuticals Common (OLMA) 1.8 $10M 2.4M 4.26
Xenon Pharmaceuticals Common (XENE) 1.8 $10M 323k 31.30
Wave Life Sciences PTE Common (WVE) 1.7 $9.8M 1.5M 6.50
DBV Technologies S A Sponsored Ads (DBVT) 1.7 $9.6M 1.1M 9.15
Context Therapeutics Common (CNTX) 1.7 $9.6M 15M 0.66
Rocket Pharmaceuticals Common (RCKT) 1.7 $9.6M 3.9M 2.45
Replimune Group Common (REPL) 1.6 $9.1M 984k 9.29
Nuvation Bio Common (NUVB) 1.6 $9.0M 4.6M 1.95
Stoke Therapeutics Common (STOK) 1.6 $9.0M 790k 11.35
Solid Biosciences Common (SLDB) 1.4 $8.0M 1.6M 4.87
Relay Therapeutics Common (RLAY) 1.4 $7.9M 2.3M 3.46
Cartesian Therapeutics Common (RNAC) 1.2 $7.1M 686k 10.39
Taysha Gene Therapies Common (TSHA) 1.2 $6.8M 3.0M 2.31
Sarepta Therapeutics Common (SRPT) 1.0 $5.5M 322k 17.10
Soleno Therapeutics Common (SLNO) 0.7 $4.2M 50k 83.78
Veru Common (VERU) 0.5 $2.9M 4.9M 0.58
Werewolf Therapeutics Common (HOWL) 0.5 $2.6M 2.4M 1.09
Design Therapeutics Common (DSGN) 0.3 $1.9M 555k 3.37
Repare Therapeutics Common (RPTX) 0.2 $1.1M 820k 1.39
Adaptimmune Therapeutics Sponsored ADS (ADAP) 0.2 $1.1M 4.4M 0.24
Arcellx Common (ACLX) 0.0 $2.4k 37.00 65.84