MB
DRUG

MPM BioImpact’s Bright Minds Biosciences DRUG Stock Holding History

MPM BioImpact’s Portfolio DRUG Stock Details DRUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.2M Sell
202,114
-10,061
-5% -$790K 0.87% 33
2026
Q1 		$15.5M Sell
212,175
-17,972
-8% -$1.45M 1.2% 33
2025
Q4 		$18M Buy
+230,147
New +$15.4M 2.06% 23

Other funds holding DRUG

JT
Jupiter Topco New York $245B AUM
CAM
Cormorant Asset Management Boston, Massachusetts $1.95B AUM 773.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

MPM BioImpact's DRUG Position: Q2 2026 in Review

MPM BioImpact reduced its Bright Minds Biosciences (DRUG) stake by 4.7% in Q2 2026, selling an estimated $790K and leaving 202,114 shares worth $14.2M. The position accounts for 0.87% of the portfolio, ranked #33.

MPM BioImpact first reported a position in DRUG in Q4 2025 and has held it in 3 quarters since. The position peaked at $18M in Q4 2025. 100 funds tracked by Wall St. Rank hold DRUG as of Q2 2026.

  • MPM BioImpact held 202,114 shares of Bright Minds Biosciences worth $14.2M as of Q2 2026.
  • MPM BioImpact sold 10,061 Bright Minds Biosciences shares in Q2 2026, an estimated $790K.
  • Bright Minds Biosciences made up 0.87% of MPM BioImpact's portfolio in Q2 2026, its #33 holding.
  • MPM BioImpact first reported a position in Bright Minds Biosciences in Q4 2025 and has held it in 3 quarters since.
  • MPM BioImpact's Bright Minds Biosciences position peaked at $18M in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Bright Minds Biosciences as of Q2 2026.

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