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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
+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%

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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, 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.