MPM Bioimpact LLC
Net seller this quarter
$1.64B
37
-$54.7M
55.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CGEM | $177M | 10.81% | 15.12% | +27.2% | Q1 2021 |
 AKTS | $156M | 9.50% | 9.05% | Not reported | Q1 2026 |
 LQDA | $111M | 6.74% | 1.56% | -1.4% | Q3 2025 |
 RVMD | $92.2M | 5.62% | 0.23% | -2.8% | Q3 2021 |
 CORT | $67M | 4.09% | 0.72% | -21.8% | Q1 2026 |
 EWTX | $65.9M | 4.02% | 1.50% | -2.4% | Q3 2022 |
 TVTX | $63.8M | 3.89% | 1.19% | -0.9% | Q3 2021 |
 DBVT | $60.1M | 3.67% | 1.24% | -29.7% | Q2 2025 |
 TRVI | $57.3M | 3.50% | 2.16% | -6.8% | Q1 2024 |
 ALMS | $56.8M | 3.46% | Not reported | -15.4% | Q4 2025 |
 QURE | $56.5M | 3.44% | 1.77% | -10.5% | Q4 2022 |
 RARE | $47.4M | 2.89% | 1.44% | Not reported | Q1 2024 |
 RLAY | $45.2M | 2.76% | 1.11% | +2.4% | Q1 2023 |
 ABVX | $44.8M | 2.73% | 0.43% | +213.6% | Q4 2025 |
 DYN | $42.7M | 2.60% | 1.16% | +36.5% | Q2 2025 |
 DNTH | $40.9M | 2.50% | 0.77% | -0.9% | Q1 2026 |
 BIOA | $40.9M | 2.49% | 3.64% | New | Q2 2026 |
 URGN | $34.3M | 2.09% | 1.91% | -1.1% | Q3 2025 |
 MLTX | $31.3M | 1.91% | 2.18% | -11.3% | Q2 2023 |
 PVLA | $31.2M | 1.90% | 1.42% | -1.2% | Q3 2025 |
 TSHA | $30.6M | 1.87% | 1.38% | Not reported | Q2 2025 |
 SNDX | $29.2M | 1.78% | 1.50% | -0.5% | Q3 2025 |
 GLUE | $28.1M | 1.71% | 1.36% | -1.4% | Q4 2025 |
 ZURA | $26.4M | 1.61% | 4.69% | New | Q2 2026 |
 NTRA | $25.1M | 1.53% | 0.06% | -0.5% | Q1 2024 |
 STOK | $23.7M | 1.44% | 1.16% | -5.7% | Q3 2024 |
 ANL | $22.3M | 1.36% | Not reported | New | Q2 2026 |
 BLTE | $21.1M | 1.29% | 0.35% | +55.8% | Q4 2025 |
| FBRX | $21M | 1.28% | 4.82% | -1.3% | Q1 2026 |
 ORIC | $20.4M | 1.24% | 1.82% | +4.3% | Q1 2025 |
 TARS | $20.3M | 1.24% | 0.74% | -2.4% | Q2 2025 |
 ANNX | $20.2M | 1.23% | 2.37% | New | Q2 2026 |
 DRUG | $14.2M | 0.87% | 2.65% | -4.7% | Q4 2025 |
 TRDA | $9.22M | 0.56% | 3.22% | New | Q2 2026 |
 ACRS | $5.51M | 0.34% | 0.75% | +166.0% | Q1 2026 |
 CNTX | $720K | 0.04% | 1.41% | -87.8% | Q4 2024 |
 HOWL | $28.9K | 0.00% | 0.16% | -93.4% | Q2 2021 |
| Q1 2026 | |||||
| DBVT | $109M | 8.41% | 1.76% | +423.0% | Q2 2025 |
| CGEM | $109M | 8.39% | 12.45% | Not reported | Q1 2021 |
| AKTS | $86.5M | 6.68% | 9.06% | New | Q1 2026 |
| LQDA | $53M | 4.10% | 1.59% | +0.3% | Q3 2025 |
| ALMS | $52.6M | 4.06% | Not reported | -0.6% | Q4 2025 |
| EWTX | $52.3M | 4.04% | 1.55% | +0.3% | Q3 2022 |
| RVMD | $49.3M | 3.81% | 0.25% | +0.2% | Q3 2021 |
 AGIO | $44.2M | 3.41% | 2.20% | +0.2% | Q4 2025 |
| CORT | $39.7M | 3.07% | 0.93% | New | Q1 2026 |
| TRVI | $39.4M | 3.04% | 2.57% | +0.4% | Q1 2024 |
| DNTH | $35.6M | 2.75% | 0.78% | New | Q1 2026 |
 XENE | $34.2M | 2.64% | 0.61% | +21.2% | Q3 2024 |
| MLTX | $33.8M | 2.61% | 3.44% | Not reported | Q2 2023 |
| TVTX | $33.7M | 2.60% | 1.23% | Not reported | Q3 2021 |
 EVMN | $33.5M | 2.58% | 4.04% | +1188.1% | Q4 2025 |
 CYTK | $33M | 2.54% | 0.41% | Not reported | Q3 2021 |
| SNDX | $31.3M | 2.42% | 1.51% | +0.2% | Q3 2025 |
| CNTX | $28M | 2.16% | 11.62% | Not reported | Q4 2024 |
| FBRX | $25.9M | 2.00% | 7.19% | New | Q1 2026 |
| PVLA | $25.7M | 1.99% | 1.44% | +0.3% | Q3 2025 |
| DYN | $25.5M | 1.97% | 0.85% | +0.2% | Q2 2025 |
| STOK | $25M | 1.93% | 1.23% | -0.4% | Q3 2024 |
 CRVS | $24.5M | 1.89% | 1.99% | -39.0% | Q4 2025 |
| RLAY | $23.5M | 1.81% | 1.25% | +5.7% | Q1 2023 |
| TARS | $23.1M | 1.79% | 0.77% | +0.3% | Q2 2025 |
| ORIC | $22.9M | 1.77% | 1.74% | +0.3% | Q1 2025 |
| QURE | $22.4M | 1.73% | 2.17% | -0.9% | Q4 2022 |
| GLUE | $19.4M | 1.50% | 1.40% | +0.3% | Q4 2025 |
| NTRA | $18.6M | 1.44% | 0.07% | -0.5% | Q1 2024 |
 CLYM | $17.8M | 1.37% | 5.43% | -2.9% | Q4 2025 |
 ARQT | $17.3M | 1.34% | 0.59% | +38.2% | Q1 2022 |
| URGN | $17M | 1.31% | 1.94% | +0.3% | Q3 2025 |
| DRUG | $15.5M | 1.20% | 2.78% | -7.8% | Q4 2025 |
 ZYME | $14.2M | 1.09% | 0.77% | New | Q1 2026 |
| BLTE | $14M | 1.08% | 0.22% | +0.3% | Q4 2025 |
 VRDN | $12.7M | 0.98% | 0.63% | Not reported | Q2 2023 |
 ENGN | $12.6M | 0.97% | 2.75% | +0.2% | Q3 2025 |
| ABVX | $11.9M | 0.92% | 0.14% | +90.5% | Q4 2025 |
 ALLO | $5.47M | 0.42% | 0.92% | New | Q1 2026 |
| ACRS | $1.47M | 0.11% | 0.28% | New | Q1 2026 |
| HOWL | $1.01M | 0.08% | 2.49% | -13.3% | Q2 2021 |
| Q4 2025 | |||||
| CGEM | $79.2M | 9.06% | 12.70% | Not reported | Q1 2021 |
 MDGL | $56.4M | 6.45% | 0.42% | -3.6% | Q2 2022 |
| LQDA | $48.3M | 5.53% | 1.61% | +600.4% | Q3 2025 |
| TRVI | $41.2M | 4.71% | 2.56% | -3.5% | Q1 2024 |
| EWTX | $41.1M | 4.70% | 1.56% | -3.8% | Q3 2022 |
| RVMD | $40.3M | 4.61% | 0.26% | +60.2% | Q3 2021 |
| AGIO | $35.5M | 4.06% | 2.23% | New | Q4 2025 |
| QURE | $33.1M | 3.78% | 2.22% | Not reported | Q4 2022 |
 PTCT | $32.7M | 3.74% | 0.53% | -1.9% | Q3 2024 |
| SNDX | $28.1M | 3.22% | 1.53% | -2.8% | Q3 2025 |
| DYN | $27.5M | 3.15% | 0.85% | -2.8% | Q2 2025 |
| TARS | $26.9M | 3.08% | 0.77% | -3.7% | Q2 2025 |
| STOK | $24.4M | 2.80% | 1.31% | -2.5% | Q3 2024 |
| ALMS | $23.4M | 2.68% | Not reported | New | Q4 2025 |
| URGN | $22M | 2.52% | 1.95% | +597.3% | Q3 2025 |
| XENE | $21.8M | 2.49% | 0.61% | -3.5% | Q3 2024 |
| PVLA | $21.5M | 2.46% | 1.66% | +205.2% | Q3 2025 |
| NTRA | $21.4M | 2.45% | 0.07% | -5.4% | Q1 2024 |
| CRVS | $21.1M | 2.42% | 3.67% | New | Q4 2025 |
| DBVT | $19.1M | 2.19% | 0.59% | -5.5% | Q2 2025 |
| RLAY | $18.9M | 2.16% | 1.28% | -2.2% | Q1 2023 |
| GLUE | $18.4M | 2.11% | 1.79% | New | Q4 2025 |
| DRUG | $18M | 2.06% | 3.01% | New | Q4 2025 |
 PTGX | $17.4M | 1.99% | 0.32% | New | Q4 2025 |
| ENGN | $16.6M | 1.90% | 2.75% | +247.1% | Q3 2025 |
| CNTX | $15.7M | 1.80% | 11.62% | -27.4% | Q4 2024 |
| ARQT | $15.4M | 1.77% | 0.43% | Not reported | Q1 2022 |
| VTYX | $14.8M | 1.69% | 2.30% | Not reported | Q2 2023 |
| ORIC | $14.7M | 1.68% | 1.83% | +4.0% | Q1 2025 |
| BLTE | $14M | 1.61% | 0.22% | New | Q4 2025 |
| RAPT | $13.5M | 1.54% | 1.44% | New | Q4 2025 |
| CLYM | $10.7M | 1.22% | 5.59% | New | Q4 2025 |
| ABVX | $7.59M | 0.87% | 0.07% | New | Q4 2025 |
 RCKT | $5.57M | 0.64% | 1.46% | -59.4% | Q3 2024 |
 MAZE | $3.36M | 0.38% | 0.16% | New | Q4 2025 |
| EVMN | $1.93M | 0.22% | 0.36% | New | Q4 2025 |
 SRPT | $1.51M | 0.17% | 0.07% | -90.0% | Q2 2025 |
| HOWL | $884K | 0.10% | 2.87% | -42.2% | Q2 2021 |
| Q3 2025 | |||||
| MDGL | $46.1M | 7.54% | 0.44% | Not reported | Q2 2022 |
| CGEM | $45.4M | 7.42% | 12.95% | Not reported | Q1 2021 |
| RNAM | $33.1M | 5.42% | 0.52% | Not reported | Q2 2024 |
| TRVI | $31.2M | 5.10% | 2.66% | Not reported | Q1 2024 |
| EWTX | $27.9M | 4.57% | 1.63% | Not reported | Q3 2022 |
| PTCT | $26.9M | 4.41% | 0.55% | Not reported | Q3 2024 |
 ZLAB | $25.3M | 4.13% | 0.07% | Not reported | Q4 2024 |
| SNDX | $21.2M | 3.46% | 1.58% | New | Q3 2025 |
| ORIC | $20.8M | 3.40% | 1.78% | Not reported | Q1 2025 |
| TARS | $20.3M | 3.32% | 0.80% | Not reported | Q2 2025 |
| XENE | $20.2M | 3.31% | 0.65% | +55.7% | Q3 2024 |
| STOK | $18.6M | 3.04% | 1.43% | Not reported | Q3 2024 |
| DYN | $18.3M | 3.00% | 1.01% | Not reported | Q2 2025 |
 CMPX | $17.8M | 2.91% | 2.86% | -9.7% | Q1 2024 |
 ALKS | $16.5M | 2.70% | 0.33% | Not reported | Q2 2024 |
 VERA | $16.4M | 2.68% | 0.88% | Not reported | Q4 2024 |
| NTRA | $15.9M | 2.61% | 0.07% | Not reported | Q1 2024 |
 JANX | $15M | 2.46% | 1.02% | Not reported | Q3 2024 |
| RVMD | $14.7M | 2.41% | 0.17% | Not reported | Q3 2021 |
| CNTX | $14.2M | 2.33% | 16.01% | Not reported | Q4 2024 |
| SRPT | $13.5M | 2.21% | 0.67% | +117.6% | Q2 2025 |
 SPRY | $13.1M | 2.14% | 1.32% | Not reported | Q1 2025 |
| RCKT | $12.7M | 2.08% | 3.61% | 0.0% | Q3 2024 |
| RLAY | $11.9M | 1.95% | 1.32% | Not reported | Q1 2023 |
| RARE | $11.9M | 1.95% | 0.41% | Not reported | Q1 2024 |
 WVE | $11M | 1.80% | 0.94% | Not reported | Q3 2024 |
| DBVT | $10.5M | 1.73% | 0.77% | Not reported | Q2 2025 |
| SLNO | $10.1M | 1.66% | 0.28% | +200.0% | Q2 2025 |
 SLDB | $10.1M | 1.65% | 2.10% | Not reported | Q3 2024 |
 AKBA | $7.89M | 1.29% | 1.09% | Not reported | Q2 2025 |
| HOWL | $4.75M | 0.78% | 5.10% | Not reported | Q2 2021 |
| LQDA | $4.55M | 0.74% | 0.23% | New | Q3 2025 |
| PVLA | $4.23M | 0.69% | 0.61% | New | Q3 2025 |
 DSGN | $4.18M | 0.68% | 0.97% | Not reported | Q4 2024 |
 RNAC | $3.88M | 0.64% | 1.46% | -44.6% | Q2 2024 |
| ENGN | $3.62M | 0.59% | 1.04% | New | Q3 2025 |
| URGN | $2.69M | 0.44% | 0.29% | New | Q3 2025 |
 RAPP | $2.13M | 0.35% | 0.15% | New | Q3 2025 |
| RPTX | $1.44M | 0.24% | 1.91% | Not reported | Q2 2020 |
 ASMB | $1.02M | 0.17% | 0.25% | New | Q3 2025 |