MB
MPM BioImpact Portfolio holdings
AUM
$577M
This Quarter Return
-10.74%
1 Year Return
+8.33%
3 Year Return
+241.63%
5 Year Return
+127.38%
10 Year Return
–
AUM
$582M
AUM Growth
+$582M
(-17%)
Cap. Flow
-$7.77M
Cap. Flow
% of AUM
-1.34%
Top 10 Holdings %
Top 10 Hldgs %
47.58%
Holding
53
New
6
Increased
26
Reduced
8
Closed
10
Top Buys
| 1 |
Madrigal Pharmaceuticals
MDGL
|
$33.3M |
| 2 |
ARS Pharmaceuticals
SPRY
|
$16.5M |
| 3 |
Alkermes
ALKS
|
$11.1M |
| 4 |
United Therapeutics
UTHR
|
$11.1M |
| 5 |
Janux Therapeutics
JANX
|
$9.1M |
Top Sells
| 1 |
Insmed
INSM
|
$26.9M |
| 2 |
Mirum Pharmaceuticals
MIRM
|
$24.4M |
| 3 |
Disc Medicine
IRON
|
$22M |
| 4 |
Scholar Rock
SRRK
|
$18M |
| 5 |
Akero Therapeutics
AKRO
|
$12.8M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Scholar Rock
SRRK
$3.14B
| – | – | -416,144 | Closed | -$18M |
|
52
Sutro Biopharma
STRO
$72.7M
| – | – | -2,160,062 | Closed | -$3.97M |
|
53
Zentalis Pharmaceuticals
ZNTL
$122M
| – | – | -1,106,851 | Closed | -$3.35M |
|