Filed: 5/15/2026ACC: 0001193125-26-226995
📋 What this filing means
MPM BIOIMPACT LLC filed this quarterly 13F‑HR report disclosing 41 equity positions with a total reported market value of $1.29B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$1.29B
Total AUM (reported)
70.95M
Total Shares
Allocation by class
COMMON$1.13B87.0%
SPONSORED ADS$134.89M10.4%
CLASS A ORD$33.76M2.6%
Portfolio Concentration
Top 3$304.10M23.5%
4–10$330.48M25.5%
11–25$436.23M33.7%
Rest$224.09M17.3%
Top 3 weight
23.5%
Top 10 weight
49.0%
Voting Authority Distribution
Total shares with voting rights: 70.95M
Sole
Full voting authority
70.95M
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)
Sole41
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings41
Rows:
DBV Technologies S A
SOLEShares5.21M
TypeSH
Market value$108.91M
8.41%
Sole
5.21M
Shared
0.00
None
0.00
Cullinan Therapeutics, Inc.
SOLEShares7.65M
TypeSH
Market value$108.68M
8.39%
Sole
7.65M
Shared
0.00
None
0.00
Aktis Oncology, Inc.
SOLEShares4.84M
TypeSH
Market value$86.51M
6.68%
Sole
4.84M
Shared
0.00
None
0.00
Liquidia Corporation
SOLEShares1.41M
TypeSH
Market value$53.03M
4.10%
Sole
1.41M
Shared
0.00
None
0.00
Alumis Inc
SOLEShares2.39M
TypeSH
Market value$52.58M
4.06%
Sole
2.39M
Shared
0.00
None
0.00
Edgewise Therapeutics Inc
SOLEShares1.66M
TypeSH
Market value$52.31M
4.04%
Sole
1.66M
Shared
0.00
None
0.00
Revolution Medicines, Inc.
SOLEShares506.78K
TypeSH
Market value$49.28M
3.81%
Sole
506.78K
Shared
0.00
None
0.00
Agios Pharmaceuticals Inc
SOLEShares1.31M
TypeSH
Market value$44.19M
3.41%
Sole
1.31M
Shared
0.00
None
0.00
Corcept Therapeutics, Inc.
SOLEShares985.70K
TypeSH
Market value$39.73M
3.07%
Sole
985.70K
Shared
0.00
None
0.00
Trevi Therapeutics Inc
SOLEShares3.30M
TypeSH
Market value$39.35M
3.04%
Sole
3.30M
Shared
0.00
None
0.00
Dianthus Therapeutics Inc
SOLEShares423.98K
TypeSH
Market value$35.58M
2.75%
Sole
423.98K
Shared
0.00
None
0.00
Xenon Pharmaceuticals Inc
SOLEShares588.71K
TypeSH
Market value$34.23M
2.64%
Sole
588.71K
Shared
0.00
None
0.00
MoonLake Immunotherapeutics
SOLEShares1.81M
TypeSH
Market value$33.76M
2.61%
Sole
1.81M
Shared
0.00
None
0.00
Travere Therapeutics Inc
SOLEShares1.13M
TypeSH
Market value$33.67M
2.60%
Sole
1.13M
Shared
0.00
None
0.00
Evommune Inc
SOLEShares1.46M
TypeSH
Market value$33.47M
2.58%
Sole
1.46M
Shared
0.00
None
0.00
Cytokinetics Inc
SOLEShares500K
TypeSH
Market value$32.95M
2.54%
Sole
500K
Shared
0.00
None
0.00
Syndax Pharmaceuticals Inc
SOLEShares1.34M
TypeSH
Market value$31.32M
2.42%
Sole
1.34M
Shared
0.00
None
0.00
Context Therapeutics Inc
SOLEShares10.68M
TypeSH
Market value$27.98M
2.16%
Sole
10.68M
Shared
0.00
None
0.00
Forte Biosciences, Inc.
SOLEShares1M
TypeSH
Market value$25.92M
2.00%
Sole
1M
Shared
0.00
None
0.00
Palvella Therapeutics Inc
SOLEShares206.40K
TypeSH
Market value$25.73M
1.99%
Sole
206.40K
Shared
0.00
None
0.00
Dyne Therapeutics, Inc.
SOLEShares1.41M
TypeSH
Market value$25.53M
1.97%
Sole
1.41M
Shared
0.00
None
0.00
Stoke Therapeutics Inc
SOLEShares767.04K
TypeSH
Market value$24.97M
1.93%
Sole
767.04K
Shared
0.00
None
0.00
Corvus Pharmaceuticals Inc
SOLEShares1.67M
TypeSH
Market value$24.50M
1.89%
Sole
1.67M
Shared
0.00
None
0.00
Relay Therapeutics Inc.
SOLEShares2.36M
TypeSH
Market value$23.48M
1.81%
Sole
2.36M
Shared
0.00
None
0.00
Tarsus Pharmaceuticals Inc
SOLEShares329.75K
TypeSH
Market value$23.13M
1.79%
Sole
329.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DBV Technologies S ASOLE | SPONSORED ADS | 5.21M | SH | $108.91M 8.41% | 5.21M | 0.00 | 0.00 |
Cullinan Therapeutics, Inc.SOLE | Common | 7.65M | SH | $108.68M 8.39% | 7.65M | 0.00 | 0.00 |
Aktis Oncology, Inc.SOLE | Common | 4.84M | SH | $86.51M 6.68% | 4.84M | 0.00 | 0.00 |
Liquidia CorporationSOLE | Common | 1.41M | SH | $53.03M 4.10% | 1.41M | 0.00 | 0.00 |
Alumis IncSOLE | Common | 2.39M | SH | $52.58M 4.06% | 2.39M | 0.00 | 0.00 |
Edgewise Therapeutics IncSOLE | Common | 1.66M | SH | $52.31M 4.04% | 1.66M | 0.00 | 0.00 |
Revolution Medicines, Inc.SOLE | Common | 506.78K | SH | $49.28M 3.81% | 506.78K | 0.00 | 0.00 |
Agios Pharmaceuticals IncSOLE | Common | 1.31M | SH | $44.19M 3.41% | 1.31M | 0.00 | 0.00 |
Corcept Therapeutics, Inc.SOLE | Common | 985.70K | SH | $39.73M 3.07% | 985.70K | 0.00 | 0.00 |
Trevi Therapeutics IncSOLE | Common | 3.30M | SH | $39.35M 3.04% | 3.30M | 0.00 | 0.00 |
Dianthus Therapeutics IncSOLE | Common | 423.98K | SH | $35.58M 2.75% | 423.98K | 0.00 | 0.00 |
Xenon Pharmaceuticals IncSOLE | Common | 588.71K | SH | $34.23M 2.64% | 588.71K | 0.00 | 0.00 |
MoonLake ImmunotherapeuticsSOLE | Class A Ord | 1.81M | SH | $33.76M 2.61% | 1.81M | 0.00 | 0.00 |
Travere Therapeutics IncSOLE | Common | 1.13M | SH | $33.67M 2.60% | 1.13M | 0.00 | 0.00 |
Evommune IncSOLE | Common | 1.46M | SH | $33.47M 2.58% | 1.46M | 0.00 | 0.00 |
Cytokinetics IncSOLE | Common | 500K | SH | $32.95M 2.54% | 500K | 0.00 | 0.00 |
Syndax Pharmaceuticals IncSOLE | Common | 1.34M | SH | $31.32M 2.42% | 1.34M | 0.00 | 0.00 |
Context Therapeutics IncSOLE | Common | 10.68M | SH | $27.98M 2.16% | 10.68M | 0.00 | 0.00 |
Forte Biosciences, Inc.SOLE | Common | 1M | SH | $25.92M 2.00% | 1M | 0.00 | 0.00 |
Palvella Therapeutics IncSOLE | Common | 206.40K | SH | $25.73M 1.99% | 206.40K | 0.00 | 0.00 |
Dyne Therapeutics, Inc.SOLE | Common | 1.41M | SH | $25.53M 1.97% | 1.41M | 0.00 | 0.00 |
Stoke Therapeutics IncSOLE | Common | 767.04K | SH | $24.97M 1.93% | 767.04K | 0.00 | 0.00 |
Corvus Pharmaceuticals IncSOLE | Common | 1.67M | SH | $24.50M 1.89% | 1.67M | 0.00 | 0.00 |
Relay Therapeutics Inc.SOLE | Common | 2.36M | SH | $23.48M 1.81% | 2.36M | 0.00 | 0.00 |
Tarsus Pharmaceuticals IncSOLE | Common | 329.75K | SH | $23.13M 1.79% | 329.75K | 0.00 | 0.00 |
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