MPM Oncology Impact Management

MPM BioImpact as of Dec. 31, 2025

Portfolio Holdings for MPM BioImpact

MPM BioImpact holds 38 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cullinan Therapeutics Common (CGEM) 9.1 $79M 7.6M 10.35
Madrigal Pharmaceuticals Common (MDGL) 6.4 $56M 97k 582.34
Liquidia Corp Common (LQDA) 5.5 $48M 1.4M 34.49
Trevi Therapeutics Common (TRVI) 4.7 $41M 3.3M 12.52
Edgewise Therapeutics Common (EWTX) 4.7 $41M 1.7M 24.82
Revolution Medicines Common (RVMD) 4.6 $40M 506k 79.65
Agios Pharmaceuticals Common (AGIO) 4.1 $36M 1.3M 27.22
Uniqure NV Common (QURE) 3.8 $33M 1.4M 23.93
PTC Therapeutics Common (PTCT) 3.7 $33M 430k 75.96
Syndax Pharmaceuticals Common (SNDX) 3.2 $28M 1.3M 21.01
Dyne Therapeutics Common (DYN) 3.1 $28M 1.4M 19.56
Tarsus Pharmaceuticals Common (TARS) 3.1 $27M 329k 81.88
Stoke Therapeutics Common (STOK) 2.8 $24M 770k 31.74
Alumis Common (ALMS) 2.7 $23M 2.4M 9.76
Urogen Pharma Common (URGN) 2.5 $22M 941k 23.42
Xenon Pharmaceuticals Common (XENE) 2.5 $22M 486k 44.82
Palvella Therapeutics Common (PVLA) 2.5 $22M 206k 104.67
Natera Common (NTRA) 2.5 $21M 94k 229.09
Corvus Pharmaceuticals Common (CRVS) 2.4 $21M 2.7M 7.70
DBV Technologies S A Sponsored Ads (DBVT) 2.2 $19M 997k 19.17
Relay Therapeutics Common (RLAY) 2.2 $19M 2.2M 8.46
Monte Rosa Therapeutics Common (GLUE) 2.1 $18M 1.2M 15.68
Bright Minds Biosciences Common (DRUG) 2.1 $18M 230k 78.04
Protagonist Therapeutics Common (PTGX) 2.0 $17M 200k 87.34
enGene Holdings Common (ENGN) 1.9 $17M 1.8M 9.03
Context Therapeutics Common (CNTX) 1.8 $16M 11M 1.47
Arcutis Biotherapeutics Common (ARQT) 1.8 $15M 531k 29.04
Ventyx Biosciences Common (VTYX) 1.7 $15M 1.6M 9.03
Oric Pharmaceuticals Common (ORIC) 1.7 $15M 1.8M 8.18
Belite Bio Sponsored Ads (BLTE) 1.6 $14M 88k 159.96
RAPT Therapeutics Common (RAPT) 1.5 $14M 398k 33.87
Climb Bio Common (CLYM) 1.2 $11M 2.7M 4.00
Abivax SA Sponsored Ads (ABVX) 0.9 $7.6M 56k 134.85
Rocket Pharmaceuticals Common (RCKT) 0.6 $5.6M 1.6M 3.51
Maze Therapeutics Common (MAZE) 0.4 $3.4M 81k 41.43
Evommune Common (EVMN) 0.2 $1.9M 113k 17.12
Sarepta Therapeutics Common (SRPT) 0.2 $1.5M 70k 21.52
Werewolf Therapeutics Common (HOWL) 0.1 $884k 1.4M 0.63