We are live on ! Find out more
MB

MPM BioImpact Portfolio holdings

AUM $1.64B
1-Year Est. Return 245.64%
This Fund
S&P 500
This Quarter Est. Return
+52.98%
1 Year Est. Return
+245.64%
3 Year Est. Return
+550.3%
5 Year Est. Return
+647.56%
10 Year Est. Return
–
AUM
$1.64B
AUM Growth
+$345M
Cap. Flow
-$93M
Cap. Flow %
-5.67%
Top 10 Hldgs %
55.29%
Holding
48
New
7
Increased
7
Reduced
22
Closed
11

Top Buys

Rank Stock Value
1
RARE icon
Ultragenyx Pharmaceutical
RARE
+$35.2M
2
CGEM icon
Cullinan Oncology
CGEM
+$30.9M
3
BIOA
BioAge Labs
BIOA
+$30.1M
4
TSHA icon
Taysha Gene Therapies
TSHA
+$26.6M
5
ABVX
Abivax
ABVX
+$25.9M

Top Sells

Rank Stock Value
1
AGIO icon
Agios Pharmaceuticals
AGIO
+$44.2M
2
XENE icon
Xenon Pharmaceuticals
XENE
+$34.2M
3
EVMN
Evommune Inc
EVMN
+$33.5M
4
CYTK icon
Cytokinetics
CYTK
+$33M
5
DBVT
DBV Technologies
DBVT
+$29.2M

Sector Composition

Rank Sector Weight
1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STOK icon
26
Stoke Therapeutics
STOK
$2.04B
$23.7M 1.44%
723,314
-43,724
-6% -$1.4M
ANL
27
Adlai Nortye Group ADS
ANL
$890M
$22.3M 1.36%
+1,936,291
New +$23.6M
BLTE
28
Belite Bio
BLTE
$6.11B
$21.1M 1.29%
137,208
+49,163
+56% +$7.54M
FBRX icon
29
Forte Biosciences
FBRX
$21M 1.28%
987,448
-13,234
-1% -$314K
ORIC icon
30
Oric Pharmaceuticals
ORIC
$1.37B
$20.4M 1.24%
1,882,162
+78,217
+4% +$709K
TARS icon
31
Tarsus Pharmaceuticals
TARS
$3.15B
$20.3M 1.24%
322,007
-7,743
-2% -$495K
ANNX icon
32
Annexon
ANNX
$942M
$20.2M 1.23%
+3,544,354
New +$19.6M
DRUG
33
Bright Minds Biosciences
DRUG
$714M
$14.2M 0.87%
202,114
-10,061
-5% -$790K
TRDA icon
34
Entrada Therapeutics
TRDA
$273M
$9.22M 0.56%
+1,253,053
New +$12M
ACRS icon
35
Aclaris Therapeutics
ACRS
$885M
$5.51M 0.34%
1,042,467
+650,549
+166% +$2.9M
CNTX icon
36
Context Therapeutics
CNTX
$35.3M
$720K 0.04%
1,299,046
-9,380,345
-88% -$19M
HOWL icon
37
Werewolf Therapeutics
HOWL
$45.8M
$28.9K ﹤0.01%
80,142
-1,128,668
-93% -$688K
AGIO icon
38
Agios Pharmaceuticals
AGIO
$1.99B
– –
-1,306,261
Closed -$44.2M
ALLO icon
39
Allogene Therapeutics
ALLO
$698M
– –
-2,242,933
Closed -$5.47M
ARQT icon
40
Arcutis Biotherapeutics
ARQT
$2.99B
– –
-733,966
Closed -$17.3M
CRVS icon
41
Corvus Pharmaceuticals
CRVS
$1.19B
– –
-1,674,875
Closed -$24.5M
CYTK icon
42
Cytokinetics
CYTK
$10B
– –
-500,000
Closed -$33M
ENGN icon
43
enGene Therapeutics
ENGN
$122M
– –
-1,845,373
Closed -$12.6M
VRDN icon
44
Viridian Therapeutics
VRDN
$2.61B
– –
-649,873
Closed -$12.7M
XENE icon
45
Xenon Pharmaceuticals
XENE
$5.81B
– –
-588,706
Closed -$34.2M
ZYME icon
46
Zymeworks
ZYME
$2.02B
– –
-565,249
Closed -$14.2M
CLYM
47
Climb Bio
CLYM
$837M
– –
-2,593,439
Closed -$17.8M
EVMN
48
Evommune Inc
EVMN
$480M
– –
-1,455,863
Closed -$33.5M
1
2

Similar funds

OCM
Opti Capital Management New York $1.64B AUM 0% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
MRG
Milestone Resources Group Road Town Tortola, British Virgin Islands $1.64B AUM 2.87% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return

MPM BioImpact's Q2 2026 Portfolio in Review

As of Q2 2026, MPM BioImpact held 48 positions worth $1.64B, up 27% from $1.29B the previous quarter. Its ten largest holdings account for 55% of the portfolio.

MPM BioImpact withdrew a net $93M in Q2 2026, closing 11 positions and reducing 22 holdings. Its most notable exit was Agios Pharmaceuticals, an estimated $44.2M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 100% of assets, unchanged from a quarter earlier.

Against the trend, MPM BioImpact opened a new position in Ultragenyx Pharmaceutical worth $47.4M.

  • MPM BioImpact's largest Q2 2026 buy was Ultragenyx Pharmaceutical: 1,418,215 shares worth $47.4M.
  • MPM BioImpact added most to Cullinan Oncology in Q2 2026, an estimated $30.9M increase.
  • MPM BioImpact's biggest Q2 2026 reduction was DBV Technologies, cutting an estimated $29.2M.
  • MPM BioImpact fully exited Agios Pharmaceuticals in Q2 2026, selling an estimated $44.2M.
  • MPM BioImpact's ten largest holdings make up 55% of its $1.64B portfolio in Q2 2026.
  • MPM BioImpact opened 7 new positions and closed 11 in Q2 2026.
  • MPM BioImpact's portfolio value rose 27% quarter-over-quarter to $1.64B.

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