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MPM BioImpact Portfolio holdings

AUM $1.64B
1-Year Est. Return 245.64%
This Fund
S&P 500
This Quarter Est. Return
+52.98%
1 Year Est. Return
+245.64%
3 Year Est. Return
+550.3%
5 Year Est. Return
+647.56%
10 Year Est. Return
–
AUM
$1.64B
AUM Growth
+$345M
Cap. Flow
-$93M
Cap. Flow %
-5.67%
Top 10 Hldgs %
55.29%
Holding
48
New
7
Increased
7
Reduced
22
Closed
11

Top Buys

Rank Stock Value
1
RARE icon
Ultragenyx Pharmaceutical
RARE
+$35.2M
2
CGEM icon
Cullinan Oncology
CGEM
+$30.9M
3
BIOA
BioAge Labs
BIOA
+$30.1M
4
TSHA icon
Taysha Gene Therapies
TSHA
+$26.6M
5
ABVX
Abivax
ABVX
+$25.9M

Top Sells

Rank Stock Value
1
AGIO icon
Agios Pharmaceuticals
AGIO
+$44.2M
2
XENE icon
Xenon Pharmaceuticals
XENE
+$34.2M
3
EVMN
Evommune Inc
EVMN
+$33.5M
4
CYTK icon
Cytokinetics
CYTK
+$33M
5
DBVT
DBV Technologies
DBVT
+$29.2M

Sector Composition

Rank Sector Weight
1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CGEM icon
1
Cullinan Oncology
CGEM
$1.4B
$177M 10.81%
9,731,341
+2,083,073
+27% +$30.9M
AKTS
2
Aktis Oncology
AKTS
$1.43B
$156M 9.5%
4,835,872
– –
LQDA icon
3
Liquidia Corp
LQDA
$6.06B
$111M 6.74%
1,386,174
-18,984
-1% -$1.02M
RVMD icon
4
Revolution Medicines
RVMD
$44.6B
$92.2M 5.62%
492,483
-14,293
-3% -$2.09M
CORT icon
5
Corcept Therapeutics
CORT
$12.3B
$67M 4.09%
771,028
-214,672
-22% -$13M
EWTX icon
6
Edgewise Therapeutics
EWTX
$4.64B
$65.9M 4.02%
1,620,780
-39,916
-2% -$1.38M
TVTX icon
7
Travere Therapeutics
TVTX
$6.19B
$63.8M 3.89%
1,122,731
-10,634
-0.9% -$471K
DBVT
8
DBV Technologies
DBVT
$851M
$60.1M 3.67%
3,666,284
-1,547,077
-30% -$29.2M
TRVI icon
9
Trevi Therapeutics
TRVI
$2.39B
$57.3M 3.5%
3,073,577
-224,853
-7% -$3.27M
ALMS
10
Alumis Inc
ALMS
$2.9B
$56.8M 3.46%
2,019,020
-367,509
-15% -$8.55M
QURE icon
11
uniQure
QURE
$3.38B
$56.5M 3.44%
1,225,855
-143,376
-10% -$3.75M
RARE icon
12
Ultragenyx Pharmaceutical
RARE
$2.52B
$47.4M 2.89%
+1,418,215
New +$35.2M
RLAY icon
13
Relay Therapeutics
RLAY
$4.11B
$45.2M 2.76%
2,415,672
+56,086
+2% +$814K
ABVX
14
Abivax
ABVX
$9.89B
$44.8M 2.73%
336,347
+229,079
+214% +$25.9M
DYN icon
15
Dyne Therapeutics
DYN
$4.68B
$42.7M 2.6%
1,922,093
+513,941
+36% +$9.56M
DNTH icon
16
Dianthus Therapeutics
DNTH
$5.92B
$40.9M 2.5%
420,002
-3,980
-0.9% -$348K
BIOA
17
BioAge Labs
BIOA
$443M
$40.9M 2.49%
+1,667,661
New +$30.1M
URGN icon
18
UroGen Pharma
URGN
$2.13B
$34.3M 2.09%
933,415
-10,388
-1% -$282K
MLTX icon
19
MoonLake Immunotherapeutics
MLTX
$1.28B
$31.3M 1.91%
1,606,967
-204,115
-11% -$3.7M
PVLA
20
Palvella Therapeutics
PVLA
$2.16B
$31.2M 1.9%
204,027
-2,377
-1% -$289K
TSHA icon
21
Taysha Gene Therapies
TSHA
$1.88B
$30.6M 1.87%
+4,500,000
New +$26.6M
SNDX icon
22
Syndax Pharmaceuticals
SNDX
$1.74B
$29.2M 1.78%
1,333,523
-7,210
-0.5% -$150K
GLUE icon
23
Monte Rosa Therapeutics
GLUE
$1.14B
$28.1M 1.71%
1,161,081
-15,847
-1% -$299K
ZURA icon
24
Zura Bio
ZURA
$548M
$26.4M 1.61%
+4,472,843
New +$21.3M
NTRA icon
25
Natera
NTRA
$47B
$25.1M 1.53%
92,638
-436
-0.5% -$93K
1
2

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AAG
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MPM BioImpact's Q2 2026 Portfolio in Review

As of Q2 2026, MPM BioImpact held 48 positions worth $1.64B, up 27% from $1.29B the previous quarter. Its ten largest holdings account for 55% of the portfolio.

MPM BioImpact withdrew a net $93M in Q2 2026, closing 11 positions and reducing 22 holdings. Its most notable exit was Agios Pharmaceuticals, an estimated $44.2M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 100% of assets, unchanged from a quarter earlier.

Against the trend, MPM BioImpact opened a new position in Ultragenyx Pharmaceutical worth $47.4M.

  • MPM BioImpact's largest Q2 2026 buy was Ultragenyx Pharmaceutical: 1,418,215 shares worth $47.4M.
  • MPM BioImpact added most to Cullinan Oncology in Q2 2026, an estimated $30.9M increase.
  • MPM BioImpact's biggest Q2 2026 reduction was DBV Technologies, cutting an estimated $29.2M.
  • MPM BioImpact fully exited Agios Pharmaceuticals in Q2 2026, selling an estimated $44.2M.
  • MPM BioImpact's ten largest holdings make up 55% of its $1.64B portfolio in Q2 2026.
  • MPM BioImpact opened 7 new positions and closed 11 in Q2 2026.
  • MPM BioImpact's portfolio value rose 27% quarter-over-quarter to $1.64B.

Based on MPM BioImpact's 13F filing for Q2 2026, filed 14 Aug 2026.