MB

MPM BioImpact Portfolio holdings

AUM $1.29B
1-Year Est. Return 141.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+141.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
+$421M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$93.9M
2
+$88.1M
3
+$36.9M
4
TVTX icon
Travere Therapeutics
TVTX
+$33.9M
5
CYTK icon
Cytokinetics
CYTK
+$31.8M

Top Sells

1
+$56.4M
2
+$32.7M
3
+$17.4M
4
CRVS icon
Corvus Pharmaceuticals
CRVS
+$17.1M
5
VTYX
Ventyx Biosciences
VTYX
+$14.8M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DBVT
1
DBV Technologies
DBVT
$1.13B
$109M 8.41%
5,213,361
+4,216,536
CGEM icon
2
Cullinan Oncology
CGEM
$1.01B
$109M 8.39%
7,648,268
AKTS
3
Aktis Oncology
AKTS
$1.15B
$86.5M 6.68%
+4,835,872
LQDA icon
4
Liquidia Corp
LQDA
$5.5B
$53M 4.1%
1,405,158
+4,289
ALMS
5
Alumis Inc
ALMS
$2.75B
$52.6M 4.06%
2,386,529
-15,463
EWTX icon
6
Edgewise Therapeutics
EWTX
$3.68B
$52.3M 4.04%
1,660,696
+5,440
RVMD icon
7
Revolution Medicines
RVMD
$33.5B
$49.3M 3.81%
506,776
+1,104
AGIO icon
8
Agios Pharmaceuticals
AGIO
$1.75B
$44.2M 3.41%
1,306,261
+2,888
CORT icon
9
Corcept Therapeutics
CORT
$7.46B
$39.7M 3.07%
+985,700
TRVI icon
10
Trevi Therapeutics
TRVI
$2.01B
$39.4M 3.04%
3,298,430
+11,343
DNTH icon
11
Dianthus Therapeutics
DNTH
$5.08B
$35.6M 2.75%
+423,982
XENE icon
12
Xenon Pharmaceuticals
XENE
$5.29B
$34.2M 2.64%
588,706
+103,086
MLTX icon
13
MoonLake Immunotherapeutics
MLTX
$1.41B
$33.8M 2.61%
+1,811,082
TVTX icon
14
Travere Therapeutics
TVTX
$4.39B
$33.7M 2.6%
+1,133,365
EVMN
15
Evommune Inc
EVMN
$837M
$33.5M 2.58%
1,455,863
+1,342,841
CYTK icon
16
Cytokinetics
CYTK
$10.4B
$33M 2.55%
+500,000
SNDX icon
17
Syndax Pharmaceuticals
SNDX
$1.74B
$31.3M 2.42%
1,340,733
+3,031
CNTX icon
18
Context Therapeutics
CNTX
$262M
$28M 2.16%
10,679,391
FBRX icon
19
Forte Biosciences
FBRX
$391M
$25.9M 2%
+1,000,682
PVLA
20
Palvella Therapeutics
PVLA
$1.7B
$25.7M 1.99%
206,404
+659
DYN icon
21
Dyne Therapeutics
DYN
$3.2B
$25.5M 1.97%
1,408,152
+2,764
STOK icon
22
Stoke Therapeutics
STOK
$1.93B
$25M 1.93%
767,038
-3,251
CRVS icon
23
Corvus Pharmaceuticals
CRVS
$1.04B
$24.5M 1.89%
1,674,875
-1,068,796
RLAY icon
24
Relay Therapeutics
RLAY
$3.06B
$23.5M 1.81%
2,359,586
+127,135
TARS icon
25
Tarsus Pharmaceuticals
TARS
$2.56B
$23.1M 1.79%
329,750
+881
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