MPM Oncology Impact Management

MPM BioImpact as of March 31, 2026

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