Filed: 2/17/2026ACC: 0001193125-26-054813
📋 What this filing means
MPM BIOIMPACT LLC filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $873.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$873.95M
Total AUM (reported)
56.20M
Total Shares
Allocation by class
COMMON$833.21M95.3%
SPONSORED ADS$40.74M4.7%
Portfolio Concentration
Top 3$183.83M21.0%
4–10$251.82M28.8%
11–25$318.62M36.5%
Rest$119.69M13.7%
Top 3 weight
21.0%
Top 10 weight
49.8%
Voting Authority Distribution
Total shares with voting rights: 56.20M
Sole
Full voting authority
56.20M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole38
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings38
Rows:
Cullinan Therapeutics, Inc.
SOLEShares7.65M
TypeSH
Market value$79.16M
9.06%
Sole
7.65M
Shared
0.00
None
0.00
Madrigal Pharmaceuticals Inc
SOLEShares96.78K
TypeSH
Market value$56.36M
6.45%
Sole
96.78K
Shared
0.00
None
0.00
Liquidia Corp
SOLEShares1.40M
TypeSH
Market value$48.32M
5.53%
Sole
1.40M
Shared
0.00
None
0.00
Trevi Therapeutics Inc
SOLEShares3.29M
TypeSH
Market value$41.15M
4.71%
Sole
3.29M
Shared
0.00
None
0.00
Edgewise Therapeutics Inc
SOLEShares1.66M
TypeSH
Market value$41.08M
4.70%
Sole
1.66M
Shared
0.00
None
0.00
Revolution Medicines, Inc.
SOLEShares505.67K
TypeSH
Market value$40.28M
4.61%
Sole
505.67K
Shared
0.00
None
0.00
Agios Pharmaceuticals Inc
SOLEShares1.30M
TypeSH
Market value$35.48M
4.06%
Sole
1.30M
Shared
0.00
None
0.00
Uniqure NV
SOLEShares1.38M
TypeSH
Market value$33.06M
3.78%
Sole
1.38M
Shared
0.00
None
0.00
PTC Therapeutics Inc
SOLEShares430.01K
TypeSH
Market value$32.66M
3.74%
Sole
430.01K
Shared
0.00
None
0.00
Syndax Pharmaceuticals Inc
SOLEShares1.34M
TypeSH
Market value$28.11M
3.22%
Sole
1.34M
Shared
0.00
None
0.00
Dyne Therapeutics, Inc.
SOLEShares1.41M
TypeSH
Market value$27.49M
3.15%
Sole
1.41M
Shared
0.00
None
0.00
Tarsus Pharmaceuticals Inc
SOLEShares328.87K
TypeSH
Market value$26.93M
3.08%
Sole
328.87K
Shared
0.00
None
0.00
Stoke Therapeutics Inc
SOLEShares770.29K
TypeSH
Market value$24.45M
2.80%
Sole
770.29K
Shared
0.00
None
0.00
Alumis Inc
SOLEShares2.40M
TypeSH
Market value$23.44M
2.68%
Sole
2.40M
Shared
0.00
None
0.00
Urogen Pharma Ltd
SOLEShares941.38K
TypeSH
Market value$22.05M
2.52%
Sole
941.38K
Shared
0.00
None
0.00
Xenon Pharmaceuticals Inc
SOLEShares485.62K
TypeSH
Market value$21.77M
2.49%
Sole
485.62K
Shared
0.00
None
0.00
Palvella Therapeutics Inc
SOLEShares205.75K
TypeSH
Market value$21.54M
2.46%
Sole
205.75K
Shared
0.00
None
0.00
Natera Inc
SOLEShares93.55K
TypeSH
Market value$21.43M
2.45%
Sole
93.55K
Shared
0.00
None
0.00
Corvus Pharmaceuticals Inc
SOLEShares2.74M
TypeSH
Market value$21.13M
2.42%
Sole
2.74M
Shared
0.00
None
0.00
DBV Technologies S A
SOLEShares996.83K
TypeSH
Market value$19.11M
2.19%
Sole
996.83K
Shared
0.00
None
0.00
Relay Therapeutics Inc.
SOLEShares2.23M
TypeSH
Market value$18.89M
2.16%
Sole
2.23M
Shared
0.00
None
0.00
Monte Rosa Therapeutics Inc
SOLEShares1.17M
TypeSH
Market value$18.40M
2.11%
Sole
1.17M
Shared
0.00
None
0.00
Bright Minds Biosciences Inc
SOLEShares230.15K
TypeSH
Market value$17.96M
2.06%
Sole
230.15K
Shared
0.00
None
0.00
Protagonist Therapeutics Inc
SOLEShares199.47K
TypeSH
Market value$17.42M
1.99%
Sole
199.47K
Shared
0.00
None
0.00
enGene Holdings, Inc.
SOLEShares1.84M
TypeSH
Market value$16.62M
1.90%
Sole
1.84M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Cullinan Therapeutics, Inc.SOLE | Common | 7.65M | SH | $79.16M 9.06% | 7.65M | 0.00 | 0.00 |
Madrigal Pharmaceuticals IncSOLE | Common | 96.78K | SH | $56.36M 6.45% | 96.78K | 0.00 | 0.00 |
Liquidia CorpSOLE | Common | 1.40M | SH | $48.32M 5.53% | 1.40M | 0.00 | 0.00 |
Trevi Therapeutics IncSOLE | Common | 3.29M | SH | $41.15M 4.71% | 3.29M | 0.00 | 0.00 |
Edgewise Therapeutics IncSOLE | Common | 1.66M | SH | $41.08M 4.70% | 1.66M | 0.00 | 0.00 |
Revolution Medicines, Inc.SOLE | Common | 505.67K | SH | $40.28M 4.61% | 505.67K | 0.00 | 0.00 |
Agios Pharmaceuticals IncSOLE | Common | 1.30M | SH | $35.48M 4.06% | 1.30M | 0.00 | 0.00 |
Uniqure NVSOLE | Common | 1.38M | SH | $33.06M 3.78% | 1.38M | 0.00 | 0.00 |
PTC Therapeutics IncSOLE | Common | 430.01K | SH | $32.66M 3.74% | 430.01K | 0.00 | 0.00 |
Syndax Pharmaceuticals IncSOLE | Common | 1.34M | SH | $28.11M 3.22% | 1.34M | 0.00 | 0.00 |
Dyne Therapeutics, Inc.SOLE | Common | 1.41M | SH | $27.49M 3.15% | 1.41M | 0.00 | 0.00 |
Tarsus Pharmaceuticals IncSOLE | Common | 328.87K | SH | $26.93M 3.08% | 328.87K | 0.00 | 0.00 |
Stoke Therapeutics IncSOLE | Common | 770.29K | SH | $24.45M 2.80% | 770.29K | 0.00 | 0.00 |
Alumis IncSOLE | Common | 2.40M | SH | $23.44M 2.68% | 2.40M | 0.00 | 0.00 |
Urogen Pharma LtdSOLE | Common | 941.38K | SH | $22.05M 2.52% | 941.38K | 0.00 | 0.00 |
Xenon Pharmaceuticals IncSOLE | Common | 485.62K | SH | $21.77M 2.49% | 485.62K | 0.00 | 0.00 |
Palvella Therapeutics IncSOLE | Common | 205.75K | SH | $21.54M 2.46% | 205.75K | 0.00 | 0.00 |
Natera IncSOLE | Common | 93.55K | SH | $21.43M 2.45% | 93.55K | 0.00 | 0.00 |
Corvus Pharmaceuticals IncSOLE | Common | 2.74M | SH | $21.13M 2.42% | 2.74M | 0.00 | 0.00 |
DBV Technologies S ASOLE | SPONSORED ADS | 996.83K | SH | $19.11M 2.19% | 996.83K | 0.00 | 0.00 |
Relay Therapeutics Inc.SOLE | Common | 2.23M | SH | $18.89M 2.16% | 2.23M | 0.00 | 0.00 |
Monte Rosa Therapeutics IncSOLE | Common | 1.17M | SH | $18.40M 2.11% | 1.17M | 0.00 | 0.00 |
Bright Minds Biosciences IncSOLE | Common | 230.15K | SH | $17.96M 2.06% | 230.15K | 0.00 | 0.00 |
Protagonist Therapeutics IncSOLE | Common | 199.47K | SH | $17.42M 1.99% | 199.47K | 0.00 | 0.00 |
enGene Holdings, Inc.SOLE | Common | 1.84M | SH | $16.62M 1.90% | 1.84M | 0.00 | 0.00 |
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