MPM BioImpact’s Stoke Therapeutics STOK Stock Holding History

MPM BioImpact’s Portfolio STOK Stock Details STOK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.7M	Sell	723,314 -43,724	-6%	-$1.4M	1.44%	26
2026 Q1	$25M	Sell	767,038 -3,251	-0.4%	-$107K	1.93%	22
2025 Q4	$24.4M	Sell	770,289 -19,409	-2%	-$583K	2.8%	13
2025 Q3	$18.6M	Hold	789,698	–	–	3.04%	12
2025 Q2	$8.96M	Buy	789,698 +95,710	+14%	+$909K	1.55%	32
2025 Q1	$4.62M	Buy	693,988 +8,162	+1%	+$76.1K	0.79%	37
2024 Q4	$7.56M	Buy	685,826 +206,374	+43%	+$2.54M	1.07%	37
2024 Q3	$5.89M	Buy	+479,452	New	+$6.79M	0.88%	30

Other funds holding STOK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LCM

Lynx1 Capital Management San Juan, Puerto Rico $866M AUM 231.68% 1-Year Est. Return

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MPM BioImpact's STOK Position: Q2 2026 in Review

MPM BioImpact reduced its Stoke Therapeutics (STOK) stake by 5.7% in Q2 2026, selling an estimated $1.4M and leaving 723,314 shares worth $23.7M. The position accounts for 1.44% of the portfolio, ranked #26.

MPM BioImpact first reported a position in STOK in Q3 2024 and has held it in 8 quarters since. The position peaked at $25M in Q1 2026. 198 funds tracked by Wall St. Rank hold STOK as of Q2 2026.

MPM BioImpact held 723,314 shares of Stoke Therapeutics worth $23.7M as of Q2 2026.
MPM BioImpact sold 43,724 Stoke Therapeutics shares in Q2 2026, an estimated $1.4M.
Stoke Therapeutics made up 1.44% of MPM BioImpact's portfolio in Q2 2026, its #26 holding.
MPM BioImpact first reported a position in Stoke Therapeutics in Q3 2024 and has held it in 8 quarters since.
MPM BioImpact's Stoke Therapeutics position peaked at $25M in Q1 2026.
198 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q2 2026.

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