MPM BIOIMPACT LLC

Filed: 8/14/2026ACC: 0001193125-26-352199

📋 What this filing means

MPM BIOIMPACT LLC filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $1.64B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$1.64B

Total AUM (reported)

65.84M

Total Shares

Allocation by class

230031106$177.21M10.8%

01021M104$155.86M9.5%

53635D202$110.52M6.7%

76155X100$92.23M5.6%

218352102$67.04M4.1%

28036F105$65.85M4.0%

89422G107$63.78M3.9%

Portfolio Concentration

Top 3$443.59M27.0%

4–10$463.17M28.2%

11–25$554.59M33.8%

Rest$178.61M10.9%

Top 3 weight

27.0%

Top 10 weight

55.3%

Voting Authority Distribution

Total shares with voting rights: 65.84M

Sole

Full voting authority

65.84M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole37

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings37

Rows:

Cullinan Therapeutics, Inc.

SOLE

230031106

Shares9.73M

TypeSH

Market value$177.21M

10.81%

Sole

9.73M

Shared

0.00

None

0.00

Aktis Oncology, Inc.

SOLE

01021M104

Shares4.84M

TypeSH

Market value$155.86M

9.50%

Sole

4.84M

Shared

0.00

None

0.00

Liquidia Corporation

SOLE

53635D202

Shares1.39M

TypeSH

Market value$110.52M

6.74%

Sole

1.39M

Shared

0.00

None

0.00

Revolution Medicines, Inc.

SOLE

76155X100

Shares492.48K

TypeSH

Market value$92.23M

5.62%

Sole

492.48K

Shared

0.00

None

0.00

Corcept Therapeutics, Inc.

SOLE

218352102

Shares771.03K

TypeSH

Market value$67.04M

4.09%

Sole

771.03K

Shared

0.00

None

0.00

Edgewise Therapeutics Inc

SOLE

28036F105

Shares1.62M

TypeSH

Market value$65.85M

4.02%

Sole

1.62M

Shared

0.00

None

0.00

Travere Therapeutics Inc

SOLE

89422G107

Shares1.12M

TypeSH

Market value$63.78M

3.89%

Sole

1.12M

Shared

0.00

None

0.00

DBV Technologies S A

SOLE

23306J309

Shares3.67M

TypeSH

Market value$60.13M

3.67%

Sole

3.67M

Shared

0.00

None

0.00

Trevi Therapeutics Inc

SOLE

89532M101

Shares3.07M

TypeSH

Market value$57.32M

3.50%

Sole

3.07M

Shared

0.00

None

0.00

Alumis Inc

SOLE

022307102

Shares2.02M

TypeSH

Market value$56.82M

3.46%

Sole

2.02M

Shared

0.00

None

0.00

Uniqure NV

SOLE

N90064101

Shares1.23M

TypeSH

Market value$56.46M

3.44%

Sole

1.23M

Shared

0.00

None

0.00

Ultragenyx Pharmaceuticals, Inc.

SOLE

90400D108

Shares1.42M

TypeSH

Market value$47.35M

2.89%

Sole

1.42M

Shared

0.00

None

0.00

Relay Therapeutics Inc.

SOLE

75943R102

Shares2.42M

TypeSH

Market value$45.20M

2.76%

Sole

2.42M

Shared

0.00

None

0.00

Abivax SA

SOLE

00370M103

Shares336.35K

TypeSH

Market value$44.82M

2.73%

Sole

336.35K

Shared

0.00

None

0.00

Dyne Therapeutics, Inc.

SOLE

26818M108

Shares1.92M

TypeSH

Market value$42.69M

2.60%

Sole

1.92M

Shared

0.00

None

0.00

Dianthus Therapeutics Inc

SOLE

252828108

Shares420K

TypeSH

Market value$40.94M

2.50%

Sole

420K

Shared

0.00

None

0.00

BIOAGE Labs Inc

SOLE

09077V100

Shares1.67M

TypeSH

Market value$40.87M

2.49%

Sole

1.67M

Shared

0.00

None

0.00

Urogen Pharma Ltd

SOLE

M96088105

Shares933.41K

TypeSH

Market value$34.35M

2.09%

Sole

933.41K

Shared

0.00

None

0.00

MoonLake Immunotherapeutics

SOLE

61559X104

Shares1.61M

TypeSH

Market value$31.29M

1.91%

Sole

1.61M

Shared

0.00

None

0.00

Palvella Therapeutics Inc

SOLE

697947109

Shares204.03K

TypeSH

Market value$31.18M

1.90%

Sole

204.03K

Shared

0.00

None

0.00

Taysha Gene Therapies, Inc.

SOLE

877619106

Shares4.50M

TypeSH

Market value$30.64M

1.87%

Sole

4.50M

Shared

0.00

None

0.00

Syndax Pharmaceuticals Inc

SOLE

87164F105

Shares1.33M

TypeSH

Market value$29.15M

1.78%

Sole

1.33M

Shared

0.00

None

0.00

Monte Rosa Therapeutics Inc

SOLE

61225M102

Shares1.16M

TypeSH

Market value$28.10M

1.71%

Sole

1.16M

Shared

0.00

None

0.00

Zura Bio Ltd.

SOLE

G9TY5A101

Shares4.47M

TypeSH

Market value$26.39M

1.61%

Sole

4.47M

Shared

0.00

None

0.00

Natera Inc

SOLE

632307104

Shares92.64K

TypeSH

Market value$25.15M

1.53%

Sole

92.64K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
Cullinan Therapeutics, Inc.SOLE	230031106	9.73M	SH	$177.21M 10.81%	9.73M
Aktis Oncology, Inc.SOLE	01021M104	4.84M	SH	$155.86M 9.50%	4.84M
Liquidia CorporationSOLE	53635D202	1.39M	SH	$110.52M 6.74%	1.39M
Revolution Medicines, Inc.SOLE	76155X100	492.48K	SH	$92.23M 5.62%	492.48K
Corcept Therapeutics, Inc.SOLE	218352102	771.03K	SH	$67.04M 4.09%	771.03K
Edgewise Therapeutics IncSOLE	28036F105	1.62M	SH	$65.85M 4.02%	1.62M
Travere Therapeutics IncSOLE	89422G107	1.12M	SH	$63.78M 3.89%	1.12M
DBV Technologies S ASOLE	23306J309	3.67M	SH	$60.13M 3.67%	3.67M
Trevi Therapeutics IncSOLE	89532M101	3.07M	SH	$57.32M 3.50%	3.07M
Alumis IncSOLE	022307102	2.02M	SH	$56.82M 3.46%	2.02M
Uniqure NVSOLE	N90064101	1.23M	SH	$56.46M 3.44%	1.23M
Ultragenyx Pharmaceuticals, Inc.SOLE	90400D108	1.42M	SH	$47.35M 2.89%	1.42M
Relay Therapeutics Inc.SOLE	75943R102	2.42M	SH	$45.20M 2.76%	2.42M
Abivax SASOLE	00370M103	336.35K	SH	$44.82M 2.73%	336.35K
Dyne Therapeutics, Inc.SOLE	26818M108	1.92M	SH	$42.69M 2.60%	1.92M
Dianthus Therapeutics IncSOLE	252828108	420K	SH	$40.94M 2.50%	420K
BIOAGE Labs IncSOLE	09077V100	1.67M	SH	$40.87M 2.49%	1.67M
Urogen Pharma LtdSOLE	M96088105	933.41K	SH	$34.35M 2.09%	933.41K
MoonLake ImmunotherapeuticsSOLE	61559X104	1.61M	SH	$31.29M 1.91%	1.61M
Palvella Therapeutics IncSOLE	697947109	204.03K	SH	$31.18M 1.90%	204.03K
Taysha Gene Therapies, Inc.SOLE	877619106	4.50M	SH	$30.64M 1.87%	4.50M
Syndax Pharmaceuticals IncSOLE	87164F105	1.33M	SH	$29.15M 1.78%	1.33M
Monte Rosa Therapeutics IncSOLE	61225M102	1.16M	SH	$28.10M 1.71%	1.16M
Zura Bio Ltd.SOLE	G9TY5A101	4.47M	SH	$26.39M 1.61%	4.47M
Natera IncSOLE	632307104	92.64K	SH	$25.15M 1.53%	92.64K

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