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MB
MPM BioImpact Portfolio holdings
AUM
$1.29B
1-Year Est. Return
141.72%
This Fund
S&P 500
This Quarter
Est. Return
+44.98%
1 Year Est. Return
+141.72%
3 Year Est. Return
+440.65%
5 Year Est. Return
+290.21%
10 Year Est. Return
–
AUM
$874M
AUM Growth
+$263M
(+43%)
Cap. Flow
+$99.1M
Cap. Flow
% of AUM
11.34%
Top 10 Holdings %
Top 10 Hldgs %
49.85%
Holding
55
New
15
Increased
6
Reduced
16
Closed
17
Top Buys
| 1 |
uniQure
QURE
|
+$53.3M |
| 2 |
Agios Pharmaceuticals
AGIO
|
+$45.7M |
| 3 |
Liquidia Corp
LQDA
|
+$34.2M |
| 4 |
Corvus Pharmaceuticals
CRVS
|
+$21.6M |
| 5 |
UroGen Pharma
URGN
|
+$17.5M |
Top Sells
| 1 |
RNAM
Avidity Biosciences
RNAM
|
+$33.1M |
| 2 |
Zai Lab
ZLAB
|
+$25.3M |
| 3 |
Compass Therapeutics
CMPX
|
+$17.8M |
| 4 |
Alkermes
ALKS
|
+$16.5M |
| 5 |
Vera Therapeutics
VERA
|
+$16.4M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Cullinan Oncology
CGEM
$1.09B
| $79.2M | 9.06% |
7,648,268
| – | – |
|
2
Madrigal Pharmaceuticals
MDGL
$12.5B
| $56.4M | 6.45% |
96,780
-3,635
| -4% | -$1.86M |
|
|
3
Liquidia Corp
LQDA
$6.8B
| $48.3M | 5.53% |
1,400,869
+1,200,869
| +600% | +$34.2M |
|
4
Trevi Therapeutics
TRVI
$2.48B
| $41.2M | 4.71% |
3,287,087
-119,868
| -4% | -$1.39M |
|
5
Edgewise Therapeutics
EWTX
$4.29B
| $41.1M | 4.7% |
1,655,256
-65,485
| -4% | -$1.31M |
|
6
Revolution Medicines
RVMD
$39.2B
| $40.3M | 4.61% |
505,672
+189,950
| +60% | +$12.5M |
|
|
7
Agios Pharmaceuticals
AGIO
$2.36B
| $35.5M | 4.06% |
+1,303,373
| New | +$45.7M |
|
|
8
uniQure
QURE
$2.78B
| $33.1M | 3.78% |
+1,381,628
| New | +$53.3M |
|
9
PTC Therapeutics
PTCT
$6.49B
| $32.7M | 3.74% |
430,013
-8,464
| -2% | -$615K |
|
10
Syndax Pharmaceuticals
SNDX
$2.11B
| $28.1M | 3.22% |
1,337,702
-37,972
| -3% | -$662K |
|
11
Dyne Therapeutics
DYN
$3.88B
| $27.5M | 3.15% |
1,405,388
-40,973
| -3% | -$776K |
|
12
Tarsus Pharmaceuticals
TARS
$2.43B
| $26.9M | 3.08% |
328,869
-12,627
| -4% | -$943K |
|
13
Stoke Therapeutics
STOK
$1.83B
| $24.4M | 2.8% |
770,289
-19,409
| -2% | -$583K |
|
|
ALMS
14
Alumis Inc
ALMS
$3.43B
| $23.4M | 2.68% |
+2,401,992
| New | +$16.8M |
|
|
15
UroGen Pharma
URGN
$1.95B
| $22M | 2.52% |
941,378
+806,378
| +597% | +$17.5M |
|
16
Xenon Pharmaceuticals
XENE
$6.52B
| $21.8M | 2.49% |
485,620
-17,778
| -4% | -$747K |
|
|
PVLA
17
Palvella Therapeutics
PVLA
$2.19B
| $21.5M | 2.46% |
205,745
+138,322
| +205% | +$11.8M |
|
18
Natera
NTRA
$39.5B
| $21.4M | 2.45% |
93,551
-5,373
| -5% | -$1.12M |
|
|
19
Corvus Pharmaceuticals
CRVS
$1.26B
| $21.1M | 2.42% |
+2,743,671
| New | +$21.6M |
|
|
DBVT
20
DBV Technologies
DBVT
$911M
| $19.1M | 2.19% |
996,825
-57,679
| -5% | -$901K |
|
21
Relay Therapeutics
RLAY
$4.17B
| $18.9M | 2.16% |
2,232,451
-50,229
| -2% | -$358K |
|
22
Monte Rosa Therapeutics
GLUE
$1.98B
| $18.4M | 2.11% |
+1,173,376
| New | +$15.8M |
|
|
DRUG
23
Bright Minds Biosciences
DRUG
$745M
| $18M | 2.06% |
+230,147
| New | +$15.4M |
|
24
Protagonist Therapeutics
PTGX
$8.75B
| $17.4M | 1.99% |
+199,471
| New | +$16.3M |
|
25
enGene Therapeutics
ENGN
$126M
| $16.6M | 1.9% |
1,840,898
+1,310,599
| +247% | +$10.5M |
|
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