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MPM BioImpact Portfolio holdings

AUM $1.29B
1-Year Est. Return 141.72%
This Fund
S&P 500
This Quarter Est. Return
+6.98%
1 Year Est. Return
+141.72%
3 Year Est. Return
+440.65%
5 Year Est. Return
+290.21%
10 Year Est. Return
–
AUM
$577M
AUM Growth
-$4.53M
Cap. Flow
+$3.09M
Cap. Flow %
0.53%
Top 10 Hldgs %
45.32%
Holding
51
New
8
Increased
10
Reduced
20
Closed
7

Top Buys

Rank Stock Value
1
DYN icon
Dyne Therapeutics
DYN
+$15.9M
2
TARS icon
Tarsus Pharmaceuticals
TARS
+$15.4M
3
SRPT icon
Sarepta Therapeutics
SRPT
+$13.7M
4
RCKT icon
Rocket Pharmaceuticals
RCKT
+$11.6M
5
DBVT
DBV Technologies
DBVT
+$9.33M

Top Sells

Rank Stock Value
1
LNTH icon
Lantheus
LNTH
+$22.7M
2
UTHR icon
United Therapeutics
UTHR
+$18.2M
3
ITOS
iTeos Therapeutics
ITOS
+$10.4M
4
TWST icon
Twist Bioscience
TWST
+$10.3M
5
NTRA icon
Natera
NTRA
+$9.06M

Sector Composition

Rank Sector Weight
1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UTHR icon
51
United Therapeutics
UTHR
$26.1B
– –
-58,907
Closed -$18.2M
1 2
3

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MPM BioImpact's Q2 2025 Portfolio in Review

As of Q2 2025, MPM BioImpact held 51 positions worth $577M, down 0.78% from $582M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

MPM BioImpact's Q2 2025 filing shows 8 new, 10 increased, 20 reduced and 7 closed positions. Its largest new stake was Dyne Therapeutics: 1,446,361 shares worth $13.8M. The largest sale was Lantheus, an estimated $22.7M.

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

  • MPM BioImpact's largest Q2 2025 buy was Dyne Therapeutics: 1,446,361 shares worth $13.8M.
  • MPM BioImpact added most to Rocket Pharmaceuticals in Q2 2025, an estimated $11.6M increase.
  • MPM BioImpact's biggest Q2 2025 reduction was Natera, cutting an estimated $9.06M.
  • MPM BioImpact fully exited Lantheus in Q2 2025, selling an estimated $22.7M.
  • MPM BioImpact's ten largest holdings make up 45% of its $577M portfolio in Q2 2025.
  • MPM BioImpact opened 8 new positions and closed 7 in Q2 2025.
  • MPM BioImpact's portfolio value fell 0.78% quarter-over-quarter to $577M.

Based on MPM BioImpact's 13F filing for Q2 2025, filed 14 Aug 2025.