MPM Oncology Impact Management

MPM BioImpact as of Sept. 30, 2025

Portfolio Holdings for MPM BioImpact

MPM BioImpact holds 40 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Madrigal Pharmaceuticals Common (MDGL) 7.5 $46M 100k 458.66
Cullinan Therapeutics Common (CGEM) 7.4 $45M 7.6M 5.93
Avidity Biosciences Common (RNA) 5.4 $33M 760k 43.57
Trevi Therapeutics Common (TRVI) 5.1 $31M 3.4M 9.15
Edgewise Therapeutics Common (EWTX) 4.6 $28M 1.7M 16.22
PTC Therapeutics Common (PTCT) 4.4 $27M 439k 61.37
Zai Lab Adr (ZLAB) 4.1 $25M 745k 33.89
Syndax Pharmaceuticals Common (SNDX) 3.5 $21M 1.4M 15.38
Oric Pharmaceuticals Common (ORIC) 3.4 $21M 1.7M 12.00
Tarsus Pharmaceuticals Common (TARS) 3.3 $20M 342k 59.43
Xenon Pharmaceuticals Common (XENE) 3.3 $20M 503k 40.15
Stoke Therapeutics Common (STOK) 3.0 $19M 790k 23.50
Dyne Therapeutics Common (DYN) 3.0 $18M 1.4M 12.65
Compass Therapeutics Common (CMPX) 2.9 $18M 5.1M 3.50
Alkermes Common (ALKS) 2.7 $17M 549k 30.00
Vera Therapeutics Class A Ord (VERA) 2.7 $16M 563k 29.06
Natera Common (NTRA) 2.6 $16M 99k 160.97
Janux Therapeutics Common (JANX) 2.5 $15M 614k 24.44
Revolution Medicines Common (RVMD) 2.4 $15M 316k 46.70
Context Therapeutics Common (CNTX) 2.3 $14M 15M 0.97
Sarepta Therapeutics Common (SRPT) 2.2 $14M 700k 19.27
ARS Pharmaceuticals Common (SPRY) 2.1 $13M 1.3M 10.05
Rocket Pharmaceuticals Common (RCKT) 2.1 $13M 3.9M 3.26
Relay Therapeutics Common (RLAY) 2.0 $12M 2.3M 5.22
Ultragenyx Pharmaceutical Common (RARE) 1.9 $12M 396k 30.08
Wave Life Sciences PTE Common (WVE) 1.8 $11M 1.5M 7.32
DBV Technologies S A Sponsored Ads (DBVT) 1.7 $11M 1.1M 10.00
Soleno Therapeutics Common (SLNO) 1.7 $10M 150k 67.60
Solid Biosciences Common (SLDB) 1.7 $10M 1.6M 6.17
Akebia Therapeutics Common (AKBA) 1.3 $7.9M 2.9M 2.73
Werewolf Therapeutics Common (HOWL) 0.8 $4.7M 2.4M 1.97
Liquidia Corp Common (LQDA) 0.7 $4.5M 200k 22.74
Palvella Therapeutics Common (PVLA) 0.7 $4.2M 67k 62.69
Design Therapeutics Common (DSGN) 0.7 $4.2M 555k 7.53
Cartesian Therapeutics Common (RNAC) 0.6 $3.9M 380k 10.22
enGene Holdings Common (ENGN) 0.6 $3.6M 530k 6.83
Urogen Pharma Common (URGN) 0.4 $2.7M 135k 19.95
Rapport Therapeutics Common (RAPP) 0.3 $2.1M 72k 29.70
Repare Therapeutics Common 0.2 $1.4M 820k 1.76
Assembly Biosciences Common (ASMB) 0.2 $1.0M 40k 25.60