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MPM BioImpact Portfolio holdings

AUM $1.64B
1-Year Est. Return 245.64%
This Fund
S&P 500
This Quarter Est. Return
+20.37%
1 Year Est. Return
+245.64%
3 Year Est. Return
+550.3%
5 Year Est. Return
+647.56%
10 Year Est. Return
–
AUM
$1.29B
AUM Growth
+$421M
Cap. Flow
+$290M
Cap. Flow %
22.39%
Top 10 Hldgs %
49.01%
Holding
49
New
11
Increased
20
Reduced
8
Closed
8

Top Buys

Rank Stock Value
1
AKTS
Aktis Oncology
AKTS
+$93.9M
2
DBVT
DBV Technologies
DBVT
+$88.1M
3
CORT icon
Corcept Therapeutics
CORT
+$36.9M
4
TVTX icon
Travere Therapeutics
TVTX
+$33.9M
5
CYTK icon
Cytokinetics
CYTK
+$31.8M

Top Sells

Rank Stock Value
1
MDGL icon
Madrigal Pharmaceuticals
MDGL
+$56.4M
2
PTCT icon
PTC Therapeutics
PTCT
+$32.7M
3
PTGX icon
Protagonist Therapeutics
PTGX
+$17.4M
4
CRVS icon
Corvus Pharmaceuticals
CRVS
+$17.1M
5
VTYX
Ventyx Biosciences
VTYX
+$14.8M

Sector Composition

Rank Sector Weight
1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORIC icon
26
Oric Pharmaceuticals
ORIC
$1.37B
$22.9M 1.77%
1,803,945
+5,228
+0.3% +$59.3K
QURE icon
27
uniQure
QURE
$3.38B
$22.4M 1.73%
1,369,231
-12,397
-0.9% -$251K
GLUE icon
28
Monte Rosa Therapeutics
GLUE
$1.14B
$19.4M 1.5%
1,176,928
+3,552
+0.3% +$67.9K
NTRA icon
29
Natera
NTRA
$47B
$18.6M 1.44%
93,074
-477
-0.5% -$103K
CLYM
30
Climb Bio
CLYM
$837M
$17.8M 1.37%
2,593,439
-78,041
-3% -$450K
ARQT icon
31
Arcutis Biotherapeutics
ARQT
$2.99B
$17.3M 1.34%
733,966
+202,766
+38% +$5.17M
URGN icon
32
UroGen Pharma
URGN
$2.13B
$17M 1.31%
943,803
+2,425
+0.3% +$48.6K
DRUG
33
Bright Minds Biosciences
DRUG
$714M
$15.5M 1.2%
212,175
-17,972
-8% -$1.45M
ZYME icon
34
Zymeworks
ZYME
$2.02B
$14.2M 1.09%
+565,249
New +$13.4M
BLTE
35
Belite Bio
BLTE
$6.11B
$14M 1.08%
88,045
+285
+0.3% +$47.9K
VRDN icon
36
Viridian Therapeutics
VRDN
$2.61B
$12.7M 0.98%
+649,873
New +$19.3M
ENGN icon
37
enGene Therapeutics
ENGN
$122M
$12.6M 0.97%
1,845,373
+4,475
+0.2% +$39.8K
ABVX
38
Abivax
ABVX
$9.89B
$11.9M 0.92%
107,268
+50,952
+90% +$6.03M
ALLO icon
39
Allogene Therapeutics
ALLO
$698M
$5.47M 0.42%
+2,242,933
New +$4.5M
ACRS icon
40
Aclaris Therapeutics
ACRS
$885M
$1.47M 0.11%
+391,918
New +$1.32M
HOWL icon
41
Werewolf Therapeutics
HOWL
$45.8M
$1.01M 0.08%
1,208,810
-184,747
-13% -$127K
MDGL icon
42
Madrigal Pharmaceuticals
MDGL
$12.3B
– –
-96,780
Closed -$56.4M
PTCT icon
43
PTC Therapeutics
PTCT
$5.85B
– –
-430,013
Closed -$32.7M
PTGX icon
44
Protagonist Therapeutics
PTGX
$9.34B
– –
-199,471
Closed -$17.4M
RAPT
45
DELISTED
RAPT Therapeutics
RAPT
– –
-397,906
Closed -$13.5M
RCKT icon
46
Rocket Pharmaceuticals
RCKT
$424M
– –
-1,586,076
Closed -$5.57M
SRPT icon
47
Sarepta Therapeutics
SRPT
$2.2B
– –
-70,000
Closed -$1.51M
VTYX
48
DELISTED
Ventyx Biosciences
VTYX
– –
-1,639,061
Closed -$14.8M
MAZE
49
Maze Therapeutics
MAZE
$1.52B
– –
-81,145
Closed -$3.36M
1
2

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MPM BioImpact's Q1 2026 Portfolio in Review

As of Q1 2026, MPM BioImpact held 49 positions worth $1.29B, up 48% from $874M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

MPM BioImpact deployed $290M of net new capital in Q1 2026, opening 11 new positions and adding to 20 existing holdings. Its largest new stake was Aktis Oncology: 4,835,872 shares worth $86.5M.

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

On the sell side, the largest reduction was Corvus Pharmaceuticals, an estimated $17.1M trimmed.

  • MPM BioImpact's largest Q1 2026 buy was Aktis Oncology: 4,835,872 shares worth $86.5M.
  • MPM BioImpact added most to DBV Technologies in Q1 2026, an estimated $88.1M increase.
  • MPM BioImpact's biggest Q1 2026 reduction was Corvus Pharmaceuticals, cutting an estimated $17.1M.
  • MPM BioImpact fully exited Madrigal Pharmaceuticals in Q1 2026, selling an estimated $56.4M.
  • MPM BioImpact's ten largest holdings make up 49% of its $1.29B portfolio in Q1 2026.
  • MPM BioImpact opened 11 new positions and closed 8 in Q1 2026.
  • MPM BioImpact's portfolio value rose 48% quarter-over-quarter to $1.29B.

Based on MPM BioImpact's 13F filing for Q1 2026, filed 15 May 2026.