Holders — by stockHoldings — by fund
MPM BIOIMPACT LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001687078
$1.64B
disclosed book value
37
positions
10.8%
largest position share
Positions, as of 2026-06-30
top 37 of 37 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CGEMCullinan Therapeutics, Inc. | 9.7M | $177.2M | 10.8% |
| 2 | AKTSAktis Oncology, Inc. | 4.8M | $155.9M | 9.5% |
| 3 | LQDALiquidia Corporation | 1.4M | $110.5M | 6.7% |
| 4 | RVMDRevolution Medicines, Inc. | 492,483 | $92.2M | 5.6% |
| 5 | CORTCorcept Therapeutics, Inc. | 771,028 | $67.0M | 4.1% |
| 6 | EWTXEdgewise Therapeutics Inc | 1.6M | $65.9M | 4% |
| 7 | TVTXTravere Therapeutics Inc | 1.1M | $63.8M | 3.9% |
| 8 | DBVTDBV Technologies S A | 3.7M | $60.1M | 3.7% |
| 9 | TRVITrevi Therapeutics Inc | 3.1M | $57.3M | 3.5% |
| 10 | ALMSAlumis Inc | 2.0M | $56.8M | 3.5% |
| 11 | Uniqure NV | 1.2M | $56.5M | 3.4% |
| 12 | RAREUltragenyx Pharmaceuticals, Inc. | 1.4M | $47.4M | 2.9% |
| 13 | RLAYRelay Therapeutics Inc. | 2.4M | $45.2M | 2.8% |
| 14 | ABVXAbivax SA | 336,347 | $44.8M | 2.7% |
| 15 | DYNDyne Therapeutics, Inc. | 1.9M | $42.7M | 2.6% |
| 16 | DNTHDianthus Therapeutics Inc | 420,002 | $40.9M | 2.5% |
| 17 | BIOABIOAGE Labs Inc | 1.7M | $40.9M | 2.5% |
| 18 | Urogen Pharma Ltd | 933,415 | $34.3M | 2.1% |
| 19 | MLTXMoonLake Immunotherapeutics | 1.6M | $31.3M | 1.9% |
| 20 | PVLAPalvella Therapeutics Inc | 204,027 | $31.2M | 1.9% |
| 21 | TSHATaysha Gene Therapies, Inc. | 4.5M | $30.6M | 1.9% |
| 22 | SNDXSyndax Pharmaceuticals Inc | 1.3M | $29.2M | 1.8% |
| 23 | GLUEMonte Rosa Therapeutics Inc | 1.2M | $28.1M | 1.7% |
| 24 | Zura Bio Ltd. | 4.5M | $26.4M | 1.6% |
| 25 | NTRANatera Inc | 92,638 | $25.1M | 1.5% |
| 26 | STOKStoke Therapeutics Inc | 723,314 | $23.7M | 1.4% |
| 27 | ANLAdlai Nortye Ltd | 1.9M | $22.3M | 1.4% |
| 28 | BLTEBelite Bio Inc | 137,208 | $21.1M | 1.3% |
| 29 | FBRXForte Biosciences, Inc. | 987,448 | $21.0M | 1.3% |
| 30 | ORICOric Pharmaceuticals Inc | 1.9M | $20.4M | 1.2% |
| 31 | TARSTarsus Pharmaceuticals Inc | 322,007 | $20.3M | 1.2% |
| 32 | ANNXAnnexon Inc | 3.5M | $20.2M | 1.2% |
| 33 | DRUGBright Minds Biosciences Inc | 202,114 | $14.2M | 0.9% |
| 34 | TRDAEntrada Therapeutics, Inc. | 1.3M | $9.2M | 0.6% |
| 35 | ACRSAclaris Therapeutics Inc | 1.0M | $5.5M | 0.3% |
| 36 | CNTXContext Therapeutics Inc | 1.3M | $719,542 | 0% |
| 37 | HOWLWerewolf Therapeutics, Inc. | 80,142 | $28,851 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.