Mpm Bioimpact LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 43Value: $581.7MLatest: 2025Q1

MPM BioImpact LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 43 holdings worth $0.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "EWTX",
  "TRVI",
  "ALKS",
  "RVMD",
  "ORIC",
  "ALXO",
  "MDGL",
  "PTCT",
  "RCKT",
  "OLMA",
  "RLAY",
  "NUVB",
  "STOK",
  "REPL",
  "JANX",
  "GH",
  "RPTX",
  "IOVA",
  "IDYA",
  "SPRY",
  "UTHR",
  "RNA",
  "MBX",
  "SLDB",
  "MLTX",
  "ADAP",
  "RNAC",
  "NTRA",
  "WVE",
  "CNTX",
  "DSGN",
  "ITOS",
  "VERU",
  "HOWL",
  "XENE",
  "ZLAB",
  "VERA",
  "RARE",
  "TWST",
  "LNTH",
  "CMPX",
  "CRNX",
  "CGEM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 43
Total Value: 581677555
Accession Number: 0000950123-25-005756
Form Type: 13F-HR
CIK: mpm-bioimpact
Manager Name: Mpm-Bioimpact

Data Enrichment

100% identified

43 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

43 positions • $581.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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Cullinan Therapeutics, Inc.

CGEM|230031106

Shares:7.6M

Value:$57.9M

% of Portfolio:10.0% ($57.9M/$581.7M)

MADRIGAL PHARMACEUTICALS, INC.

MDGL|558868105

Shares:100.4K

Value:$33.3M

% of Portfolio:5.7% ($33.3M/$581.7M)

Zai Lab Ltd

ZLAB|98887Q104

Shares:833.7K

Value:$30.1M

% of Portfolio:5.2% ($30.1M/$581.7M)

Edgewise Therapeutics, Inc.

EWTX|28036F105

Shares:1.1M

Value:$24.3M

% of Portfolio:4.2% ($24.3M/$581.7M)

Lantheus Holdings, Inc.

LNTH|516544103

Shares:232.4K

Value:$22.7M

% of Portfolio:3.9% ($22.7M/$581.7M)

PTC THERAPEUTICS, INC.

PTCT|69366J200

Shares:440.0K

Value:$22.4M

% of Portfolio:3.9% ($22.4M/$581.7M)

Natera, Inc.

NTRA|632307104

Shares:157.0K

Value:$22.2M

% of Portfolio:3.8% ($22.2M/$581.7M)

Trevi Therapeutics, Inc.

TRVI|89532M101

Shares:3.4M

Value:$21.6M

% of Portfolio:3.7% ($21.6M/$581.7M)

Crinetics Pharmaceuticals, Inc.

CRNX|22663K107

Shares:632.0K

Value:$21.2M

% of Portfolio:3.6% ($21.2M/$581.7M)

Avidity Biosciences, Inc.

RNA|05370A108

Shares:714.2K

Value:$21.1M

% of Portfolio:3.6% ($21.1M/$581.7M)

Guardant Health, Inc.

GH|40131M109

Shares:442.7K

Value:$18.9M

% of Portfolio:3.2% ($18.9M/$581.7M)

UNITED THERAPEUTICS Corp

UTHR|91307C102

Shares:58.9K

Value:$18.2M

% of Portfolio:3.1% ($18.2M/$581.7M)

ARS Pharmaceuticals, Inc.

SPRY|82835W108

Shares:1.3M

Value:$16.5M

% of Portfolio:2.8% ($16.5M/$581.7M)

Compass Therapeutics, Inc.

CMPX|20454B104

Shares:8.4M

Value:$16.0M

% of Portfolio:2.8% ($16.0M/$581.7M)

Janux Therapeutics, Inc.

JANX|47103J105

Shares:567.2K

Value:$15.3M

% of Portfolio:2.6% ($15.3M/$581.7M)

Ultragenyx Pharmaceutical Inc.

RARE|90400D108

Shares:398.4K

Value:$14.4M

% of Portfolio:2.5% ($14.4M/$581.7M)

MoonLake Immunotherapeutics

MLTX|61559X104

Shares:316.0K

Value:$12.3M

% of Portfolio:2.1% ($12.3M/$581.7M)

Wave Life Sciences Ltd.

WVE|Y95308105

Shares:1.5M

Value:$12.2M

% of Portfolio:2.1% ($12.2M/$581.7M)

Revolution Medicines, Inc.

RVMD|76155X100

Shares:317.1K

Value:$11.2M

% of Portfolio:1.9% ($11.2M/$581.7M)

Alkermes plc.

ALKS|G01767105

Shares:337.6K

Value:$11.1M

% of Portfolio:1.9% ($11.1M/$581.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Cullinan Therapeutics, Inc.(CGEMcusip230031106)	7.6M	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$57.9M	10.0% ($57.9M/$581.7M)	QoQ -37.84% (-$35.3M) YoY -55.57% (-$72.4M)
MADRIGAL PHARMACEUTICALS, INC.(MDGLcusip558868105)	100.4K	QoQ NEW(+100.4K) YoY +63.54% (+39.0K)	All Managers (Combined)	$33.3M	5.7% ($33.3M/$581.7M)	QoQ NEW(+$33.3M) YoY +102.85% (+$16.9M)
Zai Lab Ltd(ZLABcusip98887Q104)	833.7K	QoQ +4.20% (+33.7K) YoY NEW(+833.7K)	All Managers (Combined)	$30.1M	5.2% ($30.1M/$581.7M)	QoQ +43.79% (+$9.2M) YoY NEW(+$30.1M)
Edgewise Therapeutics, Inc.(EWTXcusip28036F105)	1.1M	QoQ +2.42% (-26.1K) YoY +150.52% (+664.2K)	All Managers (Combined)	$24.3M	4.2% ($24.3M/$581.7M)	QoQ -15.60% (-$4.5M) YoY +202.16% (+$16.3M)
Lantheus Holdings, Inc.(LNTHcusip516544103)	232.4K	QoQ -1.61% (-3.8K) YoY NEW(+232.4K)	All Managers (Combined)	$22.7M	3.9% ($22.7M/$581.7M)	QoQ +7.33% (-$1.5M) YoY NEW(+$22.7M)
PTC THERAPEUTICS, INC.(PTCTcusip69366J200)	440.0K	QoQ +1.19% (+5.2K) YoY NEW(+440.0K)	All Managers (Combined)	$22.4M	3.9% ($22.4M/$581.7M)	QoQ +14.24% (+$2.8M) YoY NEW(+$22.4M)
Natera, Inc.(NTRAcusip632307104)	157.0K	QoQ -2.22% (-3.6K) YoY -8.91% (-15.4K)	All Managers (Combined)	$22.2M	3.8% ($22.2M/$581.7M)	QoQ -12.66% (-$3.2M) YoY +40.83% (-$6.4M)
Trevi Therapeutics, Inc.(TRVIcusip89532M101)	3.4M	QoQ +10.77% (+333.5K) YoY +155.66% (+2.1M)	All Managers (Combined)	$21.6M	3.7% ($21.6M/$581.7M)	QoQ +69.11% (+$8.8M) YoY +366.12% (+$16.9M)
Crinetics Pharmaceuticals, Inc.(CRNXcusip22663K107)	632.0K	QoQ +2.41% (-14.9K) YoY +31.49% (-151.4K)	All Managers (Combined)	$21.2M	3.6% ($21.2M/$581.7M)	QoQ -32.81% (-$10.4M) YoY -5.77% (-$1.3M)
Avidity Biosciences, Inc.(RNAcusip05370A108)	714.2K	QoQ +1.59% (+11.2K) YoY NEW(+714.2K)	All Managers (Combined)	$21.1M	3.6% ($21.1M/$581.7M)	QoQ +3.13% (+$641.2K) YoY NEW(+$21.1M)
Guardant Health, Inc.(GHcusip40131M109)	442.7K	QoQ -2.22% (-10.1K) YoY NEW(+442.7K)	All Managers (Combined)	$18.9M	3.2% ($18.9M/$581.7M)	QoQ +36.33% (-$5.0M) YoY NEW(+$18.9M)
UNITED THERAPEUTICS Corp(UTHRcusip91307C102)	58.9K	QoQ +156.11% (+35.9K) YoY NEW(+58.9K)	All Managers (Combined)	$18.2M	3.1% ($18.2M/$581.7M)	QoQ +123.76% (+$10.0M) YoY NEW(+$18.2M)
ARS Pharmaceuticals, Inc.(SPRYcusip82835W108)	1.3M	QoQ NEW(+1.3M) YoY NEW(+1.3M)	All Managers (Combined)	$16.5M	2.8% ($16.5M/$581.7M)	QoQ NEW(+$16.5M) YoY NEW(+$16.5M)
Compass Therapeutics, Inc.(CMPXcusip20454B104)	8.4M	QoQ -1.46% (-125.1K) YoY +328.26% (+6.5M)	All Managers (Combined)	$16.0M	2.8% ($16.0M/$581.7M)	QoQ +29.12% (-$3.6M) YoY +310.95% (+$12.1M)
Janux Therapeutics, Inc.(JANXcusip47103J105)	567.2K	QoQ +146.60% (+337.2K) YoY NEW(+567.2K)	All Managers (Combined)	$15.3M	2.6% ($15.3M/$581.7M)	QoQ +24.36% (+$3.0M) YoY NEW(+$15.3M)
Ultragenyx Pharmaceutical Inc.(RAREcusip90400D108)	398.4K	QoQ +1.89% (-7.4K) YoY +62.23% (+152.9K)	All Managers (Combined)	$14.4M	2.5% ($14.4M/$581.7M)	QoQ -12.29% (-$2.0M) YoY +25.82% (+$3.0M)
MoonLake Immunotherapeutics(MLTXcusip61559X104)	316.0K	QoQ +0.25% (-819) YoY +6.75% (-20.0K)	All Managers (Combined)	$12.3M	2.1% ($12.3M/$581.7M)	QoQ -27.66% (-$4.7M) YoY -16.96% (-$2.5M)
Wave Life Sciences Ltd.(WVEcusipY95308105)	1.5M	QoQ +1.36% (-20.3K) YoY NEW(+1.5M)	All Managers (Combined)	$12.2M	2.1% ($12.2M/$581.7M)	QoQ -33.78% (-$6.2M) YoY NEW(+$12.2M)
Revolution Medicines, Inc.(RVMDcusip76155X100)	317.1K	QoQ +1.04% (-3.3K) YoY +16.05% (+43.9K)	All Managers (Combined)	$11.2M	1.9% ($11.2M/$581.7M)	QoQ -18.31% (-$2.5M) YoY +27.32% (+$2.4M)
Alkermes plc.(ALKScusipG01767105)	337.6K	QoQ NEW(+337.6K) YoY NEW(+337.6K)	All Managers (Combined)	$11.1M	1.9% ($11.1M/$581.7M)	QoQ NEW(+$11.1M) YoY NEW(+$11.1M)