MB
BLTE

MPM BioImpact’s Belite Bio BLTE Stock Holding History

MPM BioImpact’s Portfolio BLTE Stock Details BLTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.1M Buy
137,208
+49,163
+56% +$7.54M 1.29% 28
2026
Q1 		$14M Buy
88,045
+285
+0.3% +$47.9K 1.08% 35
2025
Q4 		$14M Buy
+87,760
New +$10.4M 1.61% 30

Other funds holding BLTE

DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MPM BioImpact's BLTE Position: Q2 2026 in Review

MPM BioImpact increased its Belite Bio (BLTE) stake by 56% in Q2 2026, buying an estimated $7.54M and bringing the position to 137,208 shares worth $21.1M. The position accounts for 1.29% of the portfolio, ranked #28.

MPM BioImpact first reported a position in BLTE in Q4 2025 and has held it in 3 quarters since. 81 funds tracked by Wall St. Rank hold BLTE as of Q2 2026.

  • MPM BioImpact held 137,208 shares of Belite Bio worth $21.1M as of Q2 2026.
  • MPM BioImpact bought 49,163 Belite Bio shares in Q2 2026, an estimated $7.54M.
  • Belite Bio made up 1.29% of MPM BioImpact's portfolio in Q2 2026, its #28 holding.
  • MPM BioImpact first reported a position in Belite Bio in Q4 2025 and has held it in 3 quarters since.
  • 81 funds tracked by Wall St. Rank held Belite Bio as of Q2 2026.

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