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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
-10.74%
1 Year Est. Return
+245.64%
3 Year Est. Return
+550.3%
5 Year Est. Return
+647.56%
10 Year Est. Return
–
AUM
$582M
AUM Growth
-$123M
Cap. Flow
+$8.6M
Cap. Flow %
1.48%
Top 10 Hldgs %
47.58%
Holding
53
New
6
Increased
26
Reduced
8
Closed
10

Top Buys

Rank Stock Value
1
MDGL icon
Madrigal Pharmaceuticals
MDGL
+$33M
2
SPRY icon
ARS Pharmaceuticals
SPRY
+$15.8M
3
JANX icon
Janux Therapeutics
JANX
+$12.7M
4
UTHR icon
United Therapeutics
UTHR
+$12.3M
5
ORIC icon
Oric Pharmaceuticals
ORIC
+$12.2M

Top Sells

Rank Stock Value
1
INSM icon
Insmed
INSM
+$26.9M
2
MIRM icon
Mirum Pharmaceuticals
MIRM
+$24.4M
3
IRON icon
Disc Medicine
IRON
+$22M
4
SRRK icon
Scholar Rock
SRRK
+$18M
5
AKRO
Akero Therapeutics
AKRO
+$12.8M

Sector Composition

Rank Sector Weight
1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SRRK icon
51
Scholar Rock
SRRK
$7.04B
– –
-416,144
Closed -$18M
STRO icon
52
Sutro Biopharma
STRO
$339M
– –
-216,006
Closed -$3.97M
ZNTL icon
53
Zentalis Pharmaceuticals
ZNTL
$360M
– –
-1,106,851
Closed -$3.35M
1 2
3

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AAG
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TWM
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MPM BioImpact's Q1 2025 Portfolio in Review

As of Q1 2025, MPM BioImpact held 53 positions worth $582M, down 17% from $704M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

MPM BioImpact's Q1 2025 filing shows 6 new, 26 increased, 8 reduced and 10 closed positions. Its largest new stake was Madrigal Pharmaceuticals: 100,415 shares worth $33.3M. The largest sale was Insmed, an estimated $26.9M.

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

  • MPM BioImpact's largest Q1 2025 buy was Madrigal Pharmaceuticals: 100,415 shares worth $33.3M.
  • MPM BioImpact added most to Janux Therapeutics in Q1 2025, an estimated $12.7M increase.
  • MPM BioImpact's biggest Q1 2025 reduction was ALX Oncology, cutting an estimated $1.01M.
  • MPM BioImpact fully exited Insmed in Q1 2025, selling an estimated $26.9M.
  • MPM BioImpact's ten largest holdings make up 48% of its $582M portfolio in Q1 2025.
  • MPM BioImpact opened 6 new positions and closed 10 in Q1 2025.
  • MPM BioImpact's portfolio value fell 17% quarter-over-quarter to $582M.

Based on MPM BioImpact's 13F filing for Q1 2025, filed 15 May 2025.