MPM BIOIMPACT LLC

BOSTON, MA · CIK 1687078 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$1.6bn reported value +26.6% vs Q1 2026

37positions

55.3%in top 10

7 new 7 added 22 reduced 11 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CULLINAN THERAPEUTICS INC COM CGEM	CGEM	9,731,341	$177.2m10.81%	10.81%	Added +2.1m	+2,083,073 27.2%
2	AKTIS ONCOLOGY INC COM AKTS	AKTS	4,835,872	$155.9m9.50%	9.50%	Unchanged
3	LIQUIDIA CORPORATION COM NEW LQDA	LQDA	1,386,174	$110.5m6.74%	6.74%	Reduced -19.0k	-18,984 -1.4%
4	REVOLUTION MEDICINES INC COM RVMD	RVMD	492,483	$92.2m5.62%	5.62%	Reduced -14.3k	-14,293 -2.8%
5	CORCEPT THERAPEUTICS INC COM CORT	CORT	771,028	$67.0m4.09%	4.09%	Reduced -214.7k	-214,672 -21.8%
6	EDGEWISE THERAPEUTICS INC COM EWTX	EWTX	1,620,780	$65.9m4.02%	4.02%	Reduced -39.9k	-39,916 -2.4%
7	TRAVERE THERAPEUTICS INC COM TVTX	TVTX	1,122,731	$63.8m3.89%	3.89%	Reduced -10.6k	-10,634 -0.9%
8	DBV TECHNOLOGIES S A SPONSORED ADS DBVT	DBVT	3,666,284	$60.1m3.67%	3.67%	Reduced -1.5m	-1,547,077 -29.7%
9	TREVI THERAPEUTICS INC COM TRVI	TRVI	3,073,577	$57.3m3.50%	3.50%	Reduced -224.9k	-224,853 -6.8%
10	ALUMIS INC COM ALMS	ALMS	2,019,020	$56.8m3.46%	3.46%	Reduced -367.5k	-367,509 -15.4%
11	UNIQURE NV SHS QURE	QURE	1,225,855	$56.5m3.44%	3.44%	Reduced -143.4k	-143,376 -10.5%
12	ULTRAGENYX PHARMACEUTICAL IN COM RARE	RARE	1,418,215	$47.4m2.89%	2.89%	New
13	RELAY THERAPEUTICS INC COM RLAY	RLAY	2,415,672	$45.2m2.76%	2.76%	Added +56.1k	+56,086 2.4%
14	ABIVAX SA SPONSORED ADS ABVX	ABVX	336,347	$44.8m2.73%	2.73%	Added +229.1k	+229,079 213.6%
15	DYNE THERAPEUTICS INC COM DYN	DYN	1,922,093	$42.7m2.60%	2.60%	Added +513.9k	+513,941 36.5%
16	DIANTHUS THERAPEUTICS INC COM DNTH	DNTH	420,002	$40.9m2.50%	2.50%	Reduced -4.0k	-3,980 -0.9%
17	BIOAGE LABS INC COM BIOA	BIOA	1,667,661	$40.9m2.49%	2.49%	New
18	UROGEN PHARMA LTD COM URGN	URGN	933,415	$34.3m2.09%	2.09%	Reduced -10.4k	-10,388 -1.1%
19	MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD MLTX	MLTX	1,606,967	$31.3m1.91%	1.91%	Reduced -204.1k	-204,115 -11.3%
20	PALVELLA THERAPEUTICS INC NE COM PVLA	PVLA	204,027	$31.2m1.90%	1.90%	Reduced -2.4k	-2,377 -1.1%
21	TAYSHA GENE THERAPIES INC COM SHS TSHA	TSHA	4,500,000	$30.6m1.87%	1.87%	New
22	SYNDAX PHARMACEUTICALS INC COM SNDX	SNDX	1,333,523	$29.2m1.78%	1.78%	Reduced -7.2k	-7,210 -0.5%
23	MONTE ROSA THERAPEUTICS INC COM GLUE	GLUE	1,161,081	$28.1m1.71%	1.71%	Reduced -15.8k	-15,847 -1.4%
24	ZURA BIO LTD CLASS A ORD SHS ZURA	ZURA	4,472,843	$26.4m1.61%	1.61%	New
25	NATERA INC COM NTRA	NTRA	92,638	$25.1m1.53%	1.53%	Reduced -436	-436 -0.5%
26	STOKE THERAPEUTICS INC COM STOK	STOK	723,314	$23.7m1.44%	1.44%	Reduced -43.7k	-43,724 -5.7%
27	ADLAI NORTYE LTD SPONSORED ADS ANL	ANL	1,936,291	$22.3m1.36%	1.36%	New
28	BELITE BIO INC SPONSORED ADS BLTE	BLTE	137,208	$21.1m1.29%	1.29%	Added +49.2k	+49,163 55.8%
29	FORTE BIOSCIENCES INC COM NEW FBRX	FBRX	987,448	$21.0m1.28%	1.28%	Reduced -13.2k	-13,234 -1.3%
30	ORIC PHARMACEUTICALS INC COM ORIC	ORIC	1,882,162	$20.4m1.24%	1.24%	Added +78.2k	+78,217 4.3%
31	TARSUS PHARMACEUTICALS INC COM TARS	TARS	322,007	$20.3m1.24%	1.24%	Reduced -7.7k	-7,743 -2.4%
32	ANNEXON INC COM ANNX	ANNX	3,544,354	$20.2m1.23%	1.23%	New
33	BRIGHT MINDS BIOSCIENCES INC COM NEW DRUG	DRUG	202,114	$14.2m0.87%	0.87%	Reduced -10.1k	-10,061 -4.7%
34	ENTRADA THERAPEUTICS INC COM TRDA	TRDA	1,253,053	$9.2m0.56%	0.56%	New
35	ACLARIS THERAPEUTICS INC COM ACRS	ACRS	1,042,467	$5.5m0.34%	0.34%	Added +650.5k	+650,549 166.0%
36	CONTEXT THERAPEUTICS INC COM CNTX	CNTX	1,299,046	$719.5k0.04%	0.04%	Reduced -9.4m	-9,380,345 -87.8%
37	WEREWOLF THERAPEUTICS INC COM HOWL	HOWL	80,142	$28.9k0.00%	0.00%	Reduced -1.1m	-1,128,668 -93.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AGIOS PHARMACEUTICALS INC AGIO	AGIO	1,306,261	$44.2m1.3m shares
XENON PHARMACEUTICALS INC XENE	XENE	588,706	$34.2m588.7k shares
EVOMMUNE INC EVMN	EVMN	1,455,863	$33.5m1.5m shares
CYTOKINETICS INC CYTK	CYTK	500,000	$33.0m500.0k shares
CORVUS PHARMACEUTICALS INC CRVS	CRVS	1,674,875	$24.5m1.7m shares
CLIMB BIO INC CLYM	CLYM	2,593,439	$17.8m2.6m shares
ARCUTIS BIOTHERAPEUTICS INC ARQT	ARQT	733,966	$17.3m734.0k shares
ZYMEWORKS INC ZYME	ZYME	565,249	$14.2m565.2k shares
VIRIDIAN THERAPEUTICS INC VRDN	VRDN	649,873	$12.7m649.9k shares
ENGENE HOLDINGS INC		1,845,373	$12.6m1.8m shares
ALLOGENE THERAPEUTICS INC ALLO	ALLO	2,242,933	$5.5m2.2m shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
FORTE BIOSCIENCES INC FBRX · 13G · filed 2026-05-15	FBRX	7.2%≈ $21.3m	new	13G	2026-05-15
DBV TECHNOLOGIES S A DBVT · 13G · filed 2026-08-14	DBVT	6.2%	-2.6 pts	13G	2026-08-14