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
+29.46%
1 Year Est. Return
+245.64%
3 Year Est. Return
+550.3%
5 Year Est. Return
+647.56%
10 Year Est. Return
–
AUM
$611M
AUM Growth
+$33.7M
Cap. Flow
-$56.3M
Cap. Flow %
-9.22%
Top 10 Hldgs %
48.78%
Holding
51
New
7
Increased
4
Reduced
2
Closed
11

Top Buys

Rank Stock Value
1
SNDX icon
Syndax Pharmaceuticals
SNDX
+$18M
2
SLNO
Soleno Therapeutics
SLNO
+$7.41M
3
SRPT icon
Sarepta Therapeutics
SRPT
+$6.74M
4
XENE icon
Xenon Pharmaceuticals
XENE
+$6.34M
5
LQDA icon
Liquidia Corp
LQDA
+$4.34M

Top Sells

Rank Stock Value
1
GH icon
Guardant Health
GH
+$23M
2
MLTX icon
MoonLake Immunotherapeutics
MLTX
+$14.8M
3
MBX
MBX Biosciences
MBX
+$14.8M
4
CRNX icon
Crinetics Pharmaceuticals
CRNX
+$12.3M
5
OLMA icon
Olema Pharmaceuticals
OLMA
+$10.1M

Sector Composition

Rank Sector Weight
1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WVE icon
26
Wave Life Sciences
WVE
$993M
$11M 1.8%
1,505,262
– –
DBVT
27
DBV Technologies
DBVT
$851M
$10.5M 1.73%
1,054,504
– –
SLNO
28
DELISTED
Soleno Therapeutics
SLNO
$10.1M 1.66%
150,000
+100,000
+200% +$7.41M
SLDB icon
29
Solid Biosciences
SLDB
$1.05B
$10.1M 1.65%
1,634,569
– –
AKBA icon
30
Akebia Therapeutics
AKBA
$243M
$7.89M 1.29%
2,889,125
– –
HOWL icon
31
Werewolf Therapeutics
HOWL
$45.8M
$4.75M 0.78%
2,408,810
– –
LQDA icon
32
Liquidia Corp
LQDA
$6.06B
$4.55M 0.74%
+200,000
New +$4.34M
PVLA
33
Palvella Therapeutics
PVLA
$2.16B
$4.23M 0.69%
+67,423
New +$3.01M
DSGN icon
34
Design Therapeutics
DSGN
$946M
$4.18M 0.68%
555,187
– –
RNAC icon
35
Cartesian Therapeutics
RNAC
$290M
$3.88M 0.64%
380,000
-306,007
-45% -$3.44M
ENGN icon
36
enGene Therapeutics
ENGN
$122M
$3.62M 0.59%
+530,299
New +$2.42M
URGN icon
37
UroGen Pharma
URGN
$2.13B
$2.69M 0.44%
+135,000
New +$2.42M
RAPP
38
Rapport Therapeutics
RAPP
$2.34B
$2.13M 0.35%
+71,807
New +$1.28M
RPTX
39
DELISTED
Repare Therapeutics
RPTX
$1.44M 0.24%
819,924
– –
ASMB icon
40
Assembly Biosciences
ASMB
$694M
$1.02M 0.17%
+39,665
New +$870K
ACLX
41
DELISTED
Arcellx
ACLX
– –
-37
Closed -$2.44K
ADAP
42
DELISTED
Adaptimmune Therapeutics
ADAP
– –
-4,411,821
Closed -$1.06M
CRNX icon
43
Crinetics Pharmaceuticals
CRNX
$9B
– –
-428,975
Closed -$12.3M
GH icon
44
Guardant Health
GH
$21.7B
– –
-442,656
Closed -$23M
MLTX icon
45
MoonLake Immunotherapeutics
MLTX
$1.28B
– –
-313,571
Closed -$14.8M
NUVB icon
46
Nuvation Bio
NUVB
$2.34B
– –
-4,622,590
Closed -$9.01M
OLMA icon
47
Olema Pharmaceuticals
OLMA
$899M
– –
-2,378,762
Closed -$10.1M
REPL icon
48
Replimune Group
REPL
$1.46B
– –
-983,780
Closed -$9.14M
TSHA icon
49
Taysha Gene Therapies
TSHA
$1.88B
– –
-2,953,562
Closed -$6.82M
VERU icon
50
Veru
VERU
$44.8M
– –
-491,195
Closed -$2.86M
1
2
3

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 Q3 2025 Portfolio in Review

As of Q3 2025, MPM BioImpact held 51 positions worth $611M, up 5.8% from $577M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

MPM BioImpact withdrew a net $56.3M in Q3 2025, closing 11 positions and reducing 2 holdings. Its most notable exit was Guardant Health, an estimated $23M 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 Syndax Pharmaceuticals worth $21.2M.

  • MPM BioImpact's largest Q3 2025 buy was Syndax Pharmaceuticals: 1,375,674 shares worth $21.2M.
  • MPM BioImpact added most to Soleno Therapeutics in Q3 2025, an estimated $7.41M increase.
  • MPM BioImpact's biggest Q3 2025 reduction was Cartesian Therapeutics, cutting an estimated $3.44M.
  • MPM BioImpact fully exited Guardant Health in Q3 2025, selling an estimated $23M.
  • MPM BioImpact's ten largest holdings make up 49% of its $611M portfolio in Q3 2025.
  • MPM BioImpact opened 7 new positions and closed 11 in Q3 2025.
  • MPM BioImpact's portfolio value rose 5.8% quarter-over-quarter to $611M.

Based on MPM BioImpact's 13F filing for Q3 2025, filed 14 Nov 2025.