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MPM BioImpact Portfolio holdings
AUM
$1.64B
Turnover
37.5%
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
(+27%)
Cap. Flow
-$93M
Cap. Flow % of AUM
Cap. Flow %
-5.67%
Top 10 Holdings %
Top 10 Hldgs %
55.29%
Holding
48
New
7
Increased
7
Reduced
22
Closed
11
Avg Time Held
1.1
years
Top 10 Avg Time Held
1
year
Top 20 Avg Time Held
0.6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Ultragenyx Pharmaceutical
RARE
|
+$35.2M |
| 2 |
Cullinan Oncology
CGEM
|
+$30.9M |
| 3 |
BioAge Labs
BIOA
|
+$30.1M |
| 4 |
Taysha Gene Therapies
TSHA
|
+$26.6M |
| 5 |
Abivax
ABVX
|
+$25.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Agios Pharmaceuticals
AGIO
|
+$44.2M |
| 2 |
Xenon Pharmaceuticals
XENE
|
+$34.2M |
| 3 |
Evommune Inc
EVMN
|
+$33.5M |
| 4 |
Cytokinetics
CYTK
|
+$33M |
| 5 |
DBV Technologies S.A. American Depositary Shares
DBVT
|
+$29.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Stoke Therapeutics
STOK
$1.56B
| $23.7M | 1.44% |
723,314
-43,724
| -6% | -$1.4M |
2024 Q3
7 quarters
|
|
27
Adlai Nortye Group ADS
ANL
$710M
| $22.3M | 1.36% |
+1,936,291
| New | +$23.6M |
2026 Q2
0 quarters
|
|
28
Belite Bio
BLTE
$5.75B
| $21.1M | 1.29% |
137,208
+49,163
| +56% | +$7.54M |
2025 Q4
2 quarters
|
|
29
DELISTED
Forte Biosciences
FBRX
| $21M | 1.28% |
987,448
-13,234
| -1% | -$314K |
2026 Q1
1 quarter
|
|
30
Oric Pharmaceuticals
ORIC
$1.28B
| $20.4M | 1.24% |
1,882,162
+78,217
| +4% | +$709K |
2025 Q1
5 quarters
|
|
31
Tarsus Pharmaceuticals
TARS
$3.19B
| $20.3M | 1.24% |
322,007
-7,743
| -2% | -$495K |
2025 Q2
4 quarters
|
|
32
Annexon
ANNX
$646M
| $20.2M | 1.23% |
+3,544,354
| New | +$19.6M |
2026 Q2
0 quarters
|
|
33
Bright Minds Biosciences
DRUG
$506M
| $14.2M | 0.87% |
202,114
-10,061
| -5% | -$790K |
2025 Q4
2 quarters
|
|
34
Entrada Therapeutics
TRDA
$170M
| $9.22M | 0.56% |
+1,253,053
| New | +$12M |
2026 Q2
0 quarters
|
|
35
Aclaris Therapeutics
ACRS
$483M
| $5.51M | 0.34% |
1,042,467
+650,549
| +166% | +$2.9M |
2026 Q1
1 quarter
|
|
36
Context Therapeutics
CNTX
$22.4M
| $720K | 0.04% |
1,299,046
-9,380,345
| -88% | -$19M |
2024 Q4
6 quarters
|
|
37
Werewolf Therapeutics
HOWL
$47.6M
| $28.9K | ﹤0.01% |
80,142
-1,128,668
| -93% | -$688K |
2021 Q2
20 quarters
|
|
|
38
Agios Pharmaceuticals
AGIO
$1.87B
| – | – |
-1,306,261
| Closed | -$44.2M | – |
|
39
Allogene Therapeutics
ALLO
$453M
| – | – |
-2,242,933
| Closed | -$5.47M | – |
|
40
Arcutis Biotherapeutics
ARQT
$3.62B
| – | – |
-733,966
| Closed | -$17.3M | – |
|
41
Corvus Pharmaceuticals
CRVS
$801M
| – | – |
-1,674,875
| Closed | -$24.5M | – |
|
|
42
Cytokinetics
CYTK
$8.61B
| – | – |
-500,000
| Closed | -$33M | – |
|
43
enGene Therapeutics
ENGN
$112M
| – | – |
-1,845,373
| Closed | -$12.6M | – |
|
44
Viridian Therapeutics
VRDN
$2.16B
| – | – |
-649,873
| Closed | -$12.7M | – |
|
|
45
Xenon Pharmaceuticals
XENE
$3.24B
| – | – |
-588,706
| Closed | -$34.2M | – |
|
46
Zymeworks
ZYME
$1.8B
| – | – |
-565,249
| Closed | -$14.2M | – |
|
47
Climb Bio
CLYM
$564M
| – | – |
-2,593,439
| Closed | -$17.8M | – |
|
|
48
Evommune Inc
EVMN
$188M
| – | – |
-1,455,863
| Closed | -$33.5M | – |
|
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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 S.A. American Depositary Shares, 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.