MPM Oncology Impact Management

MPM BioImpact as of June 30, 2026

Portfolio Holdings for MPM BioImpact

MPM BioImpact holds 37 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cullinan Therapeutics 230031106 (CGEM) 10.8 $177M 9.7M 18.21
Aktis Oncology 01021M104 (AKTS) 9.5 $156M 4.8M 32.23
Liquidia Corporation 53635D202 (LQDA) 6.7 $111M 1.4M 79.73
Revolution Medicines 76155X100 (RVMD) 5.6 $92M 493k 187.28
Corcept Therapeutics 218352102 (CORT) 4.1 $67M 771k 86.95
Edgewise Therapeutics 28036F105 (EWTX) 4.0 $66M 1.6M 40.63
Travere Therapeutics 89422G107 (TVTX) 3.9 $64M 1.1M 56.81
DBV Technologies S A 23306J309 (DBVT) 3.7 $60M 3.7M 16.40
Trevi Therapeutics 89532M101 (TRVI) 3.5 $57M 3.1M 18.65
Alumis 022307102 (ALMS) 3.5 $57M 2.0M 28.14
Uniqure NV N90064101 (QURE) 3.4 $57M 1.2M 46.06
Ultragenyx Pharmaceuticals 90400D108 (RARE) 2.9 $47M 1.4M 33.39
Relay Therapeutics 75943R102 (RLAY) 2.8 $45M 2.4M 18.71
Abivax SA 00370M103 (ABVX) 2.7 $45M 336k 133.26
Dyne Therapeutics 26818M108 (DYN) 2.6 $43M 1.9M 22.21
Dianthus Therapeutics 252828108 (DNTH) 2.5 $41M 420k 97.48
BIOAGE Labs 09077V100 (BIOA) 2.5 $41M 1.7M 24.51
Urogen Pharma M96088105 (URGN) 2.1 $34M 933k 36.80
MoonLake Immunotherapeutics 61559X104 (MLTX) 1.9 $31M 1.6M 19.47
Palvella Therapeutics 697947109 (PVLA) 1.9 $31M 204k 152.82
Taysha Gene Therapies 877619106 (TSHA) 1.9 $31M 4.5M 6.81
Syndax Pharmaceuticals 87164F105 (SNDX) 1.8 $29M 1.3M 21.86
Monte Rosa Therapeutics 61225M102 (GLUE) 1.7 $28M 1.2M 24.20
Zura Bio G9ty5a101 (ZURA) 1.6 $26M 4.5M 5.90
Natera 632307104 (NTRA) 1.5 $25M 93k 271.45
Stoke Therapeutics 86150R107 (STOK) 1.4 $24M 723k 32.72
Adlai Nortye 00704R109 (ANL) 1.4 $22M 1.9M 11.50
Belite Bio 07782B104 (BLTE) 1.3 $21M 137k 153.99
Forte Biosciences 34962G208 (FBRX) 1.3 $21M 987k 21.25
Oric Pharmaceuticals 68622P109 (ORIC) 1.2 $20M 1.9M 10.83
Tarsus Pharmaceuticals 87650L103 (TARS) 1.2 $20M 322k 62.94
Annexon 03589W102 (ANNX) 1.2 $20M 3.5M 5.71
Bright Minds Biosciences 10919W405 (DRUG) 0.9 $14M 202k 70.20
Entrada Therapeutics 29384C108 (TRDA) 0.6 $9.2M 1.3M 7.36
Aclaris Therapeutics 00461u105 (ACRS) 0.3 $5.5M 1.0M 5.29
Context Therapeutics 21077P108 (CNTX) 0.0 $720k 1.3M 0.55
Werewolf Therapeutics 95075a107 (HOWL) 0.0 $29k 80k 0.36