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MB
MPM BioImpact Portfolio holdings
AUM
$1.29B
1-Year Est. Return
141.72%
This Fund
S&P 500
This Quarter
Est. Return
+20.37%
1 Year Est. Return
+141.72%
3 Year Est. Return
+440.65%
5 Year Est. Return
+290.21%
10 Year Est. Return
–
AUM
$1.29B
AUM Growth
+$421M
(+48%)
Cap. Flow
+$290M
Cap. Flow
% of AUM
22.39%
Top 10 Holdings %
Top 10 Hldgs %
49.01%
Holding
49
New
11
Increased
20
Reduced
8
Closed
8
Top Buys
| 1 |
AKTS
Aktis Oncology
AKTS
|
+$93.9M |
| 2 |
DBVT
DBV Technologies
DBVT
|
+$88.1M |
| 3 |
Corcept Therapeutics
CORT
|
+$36.9M |
| 4 |
Travere Therapeutics
TVTX
|
+$33.9M |
| 5 |
Cytokinetics
CYTK
|
+$31.8M |
Top Sells
| 1 |
Madrigal Pharmaceuticals
MDGL
|
+$56.4M |
| 2 |
PTC Therapeutics
PTCT
|
+$32.7M |
| 3 |
Protagonist Therapeutics
PTGX
|
+$17.4M |
| 4 |
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
$914M
| $109M | 8.41% |
5,213,361
+4,216,536
| +423% | +$88.1M |
|
2
Cullinan Oncology
CGEM
$1.09B
| $109M | 8.39% |
7,648,268
| – | – |
|
|
AKTS
3
Aktis Oncology
AKTS
$1.36B
| $86.5M | 6.68% |
+4,835,872
| New | +$93.9M |
|
4
Liquidia Corp
LQDA
$6.83B
| $53M | 4.1% |
1,405,158
+4,289
| +0.3% | +$159K |
|
|
ALMS
5
Alumis Inc
ALMS
$3.6B
| $52.6M | 4.06% |
2,386,529
-15,463
| -0.6% | -$387K |
|
6
Edgewise Therapeutics
EWTX
$4.31B
| $52.3M | 4.04% |
1,660,696
+5,440
| +0.3% | +$157K |
|
7
Revolution Medicines
RVMD
$39.2B
| $49.3M | 3.81% |
506,776
+1,104
| +0.2% | +$111K |
|
8
Agios Pharmaceuticals
AGIO
$2.36B
| $44.2M | 3.41% |
1,306,261
+2,888
| +0.2% | +$81.9K |
|
|
9
Corcept Therapeutics
CORT
$9.45B
| $39.7M | 3.07% |
+985,700
| New | +$36.9M |
|
10
Trevi Therapeutics
TRVI
$2.5B
| $39.4M | 3.04% |
3,298,430
+11,343
| +0.3% | +$127K |
|
11
Dianthus Therapeutics
DNTH
$5.5B
| $35.6M | 2.75% |
+423,982
| New | +$24.6M |
|
12
Xenon Pharmaceuticals
XENE
$6.51B
| $34.2M | 2.64% |
588,706
+103,086
| +21% | +$4.75M |
|
13
MoonLake Immunotherapeutics
MLTX
$1.63B
| $33.8M | 2.61% |
+1,811,082
| New | +$30M |
|
|
14
Travere Therapeutics
TVTX
$5.27B
| $33.7M | 2.6% |
+1,133,365
| New | +$33.9M |
|
|
EVMN
15
Evommune Inc
EVMN
$438M
| $33.5M | 2.58% |
1,455,863
+1,342,841
| +1,188% | +$30.4M |
|
|
16
Cytokinetics
CYTK
$11.2B
| $33M | 2.55% |
+500,000
| New | +$31.8M |
|
17
Syndax Pharmaceuticals
SNDX
$2.12B
| $31.3M | 2.42% |
1,340,733
+3,031
| +0.2% | +$65.9K |
|
18
Context Therapeutics
CNTX
$56.6M
| $28M | 2.16% |
10,679,391
| – | – |
|
19
Forte Biosciences
FBRX
$890M
| $25.9M | 2% |
+1,000,682
| New | +$28.8M |
|
|
PVLA
20
Palvella Therapeutics
PVLA
$2.19B
| $25.7M | 1.99% |
206,404
+659
| +0.3% | +$68.7K |
|
21
Dyne Therapeutics
DYN
$3.87B
| $25.5M | 1.97% |
1,408,152
+2,764
| +0.2% | +$47.7K |
|
22
Stoke Therapeutics
STOK
$1.84B
| $25M | 1.93% |
767,038
-3,251
| -0.4% | -$107K |
|
|
23
Corvus Pharmaceuticals
CRVS
$1.27B
| $24.5M | 1.89% |
1,674,875
-1,068,796
| -39% | -$17.1M |
|
24
Relay Therapeutics
RLAY
$4.21B
| $23.5M | 1.81% |
2,359,586
+127,135
| +6% | +$1.14M |
|
25
Tarsus Pharmaceuticals
TARS
$2.45B
| $23.1M | 1.79% |
329,750
+881
| +0.3% | +$61.6K |
|
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