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MB
MPM BioImpact Portfolio holdings
AUM
$1.29B
1-Year Est. Return
141.72%
This Fund
S&P 500
This Quarter
Est. Return
+20.37%
1 Year Est. Return
+141.72%
3 Year Est. Return
+440.65%
5 Year Est. Return
+290.21%
10 Year Est. Return
–
AUM
$1.29B
AUM Growth
+$421M
(+48%)
Cap. Flow
+$290M
Cap. Flow
% of AUM
22.39%
Top 10 Holdings %
Top 10 Hldgs %
49.01%
Holding
49
New
11
Increased
20
Reduced
8
Closed
8
Top Buys
| 1 |
AKTS
Aktis Oncology
AKTS
|
+$93.9M |
| 2 |
DBVT
DBV Technologies
DBVT
|
+$88.1M |
| 3 |
Corcept Therapeutics
CORT
|
+$36.9M |
| 4 |
Travere Therapeutics
TVTX
|
+$33.9M |
| 5 |
Cytokinetics
CYTK
|
+$31.8M |
Top Sells
| 1 |
Madrigal Pharmaceuticals
MDGL
|
+$56.4M |
| 2 |
PTC Therapeutics
PTCT
|
+$32.7M |
| 3 |
Protagonist Therapeutics
PTGX
|
+$17.4M |
| 4 |
Corvus Pharmaceuticals
CRVS
|
+$17.1M |
| 5 |
VTYX
Ventyx Biosciences
VTYX
|
+$14.8M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Oric Pharmaceuticals
ORIC
$1.1B
| $22.9M | 1.77% |
1,803,945
+5,228
| +0.3% | +$59.3K |
|
27
uniQure
QURE
$2.77B
| $22.4M | 1.73% |
1,369,231
-12,397
| -0.9% | -$251K |
|
28
Monte Rosa Therapeutics
GLUE
$1.96B
| $19.4M | 1.5% |
1,176,928
+3,552
| +0.3% | +$67.9K |
|
29
Natera
NTRA
$39.4B
| $18.6M | 1.44% |
93,074
-477
| -0.5% | -$103K |
|
|
CLYM
30
Climb Bio
CLYM
$778M
| $17.8M | 1.37% |
2,593,439
-78,041
| -3% | -$450K |
|
31
Arcutis Biotherapeutics
ARQT
$3.47B
| $17.3M | 1.34% |
733,966
+202,766
| +38% | +$5.17M |
|
32
UroGen Pharma
URGN
$1.95B
| $17M | 1.31% |
943,803
+2,425
| +0.3% | +$48.6K |
|
|
DRUG
33
Bright Minds Biosciences
DRUG
$740M
| $15.5M | 1.2% |
212,175
-17,972
| -8% | -$1.45M |
|
34
Zymeworks
ZYME
$1.81B
| $14.2M | 1.09% |
+565,249
| New | +$13.4M |
|
|
BLTE
35
Belite Bio
BLTE
$5.86B
| $14M | 1.08% |
88,045
+285
| +0.3% | +$47.9K |
|
36
Viridian Therapeutics
VRDN
$2.09B
| $12.7M | 0.98% |
+649,873
| New | +$19.3M |
|
37
enGene Therapeutics
ENGN
$126M
| $12.6M | 0.97% |
1,845,373
+4,475
| +0.2% | +$39.8K |
|
|
ABVX
38
Abivax
ABVX
$11.7B
| $11.9M | 0.92% |
107,268
+50,952
| +90% | +$6.03M |
|
39
Allogene Therapeutics
ALLO
$625M
| $5.47M | 0.42% |
+2,242,933
| New | +$4.5M |
|
40
Aclaris Therapeutics
ACRS
$772M
| $1.47M | 0.11% |
+391,918
| New | +$1.32M |
|
41
Werewolf Therapeutics
HOWL
$16.5M
| $1.01M | 0.08% |
1,208,810
-184,747
| -13% | -$127K |
|
|
42
Madrigal Pharmaceuticals
MDGL
$12.5B
| – | – |
-96,780
| Closed | -$56.4M |
|
|
43
PTC Therapeutics
PTCT
$6.48B
| – | – |
-430,013
| Closed | -$32.7M |
|
|
44
Protagonist Therapeutics
PTGX
$8.74B
| – | – |
-199,471
| Closed | -$17.4M |
|
|
RAPT
45
DELISTED
RAPT Therapeutics
RAPT
| – | – |
-397,906
| Closed | -$13.5M |
|
46
Rocket Pharmaceuticals
RCKT
$394M
| – | – |
-1,586,076
| Closed | -$5.57M |
|
47
Sarepta Therapeutics
SRPT
$1.8B
| – | – |
-70,000
| Closed | -$1.51M |
|
|
VTYX
48
DELISTED
Ventyx Biosciences
VTYX
| – | – |
-1,639,061
| Closed | -$14.8M |
|
|
MAZE
49
Maze Therapeutics
MAZE
$1.59B
| – | – |
-81,145
| Closed | -$3.36M |
|
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