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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
+44.98%
1 Year Est. Return
+245.64%
3 Year Est. Return
+550.3%
5 Year Est. Return
+647.56%
10 Year Est. Return
–
AUM
$874M
AUM Growth
+$263M
Cap. Flow
+$99.1M
Cap. Flow %
11.34%
Top 10 Hldgs %
49.85%
Holding
55
New
15
Increased
6
Reduced
16
Closed
17

Top Buys

Rank Stock Value
1
QURE icon
uniQure
QURE
+$53.3M
2
AGIO icon
Agios Pharmaceuticals
AGIO
+$45.7M
3
LQDA icon
Liquidia Corp
LQDA
+$34.2M
4
CRVS icon
Corvus Pharmaceuticals
CRVS
+$21.6M
5
URGN icon
UroGen Pharma
URGN
+$17.5M

Top Sells

Rank Stock Value
1
RNAM
Avidity Biosciences
RNAM
+$33.1M
2
ZLAB icon
Zai Lab
ZLAB
+$25.3M
3
CMPX icon
Compass Therapeutics
CMPX
+$17.8M
4
ALKS icon
Alkermes
ALKS
+$16.5M
5
VERA icon
Vera Therapeutics
VERA
+$16.4M

Sector Composition

Rank Sector Weight
1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CGEM icon
1
Cullinan Oncology
CGEM
$1.4B
$79.2M 9.06%
7,648,268
– –
MDGL icon
2
Madrigal Pharmaceuticals
MDGL
$12.3B
$56.4M 6.45%
96,780
-3,635
-4% -$1.86M
LQDA icon
3
Liquidia Corp
LQDA
$6.06B
$48.3M 5.53%
1,400,869
+1,200,869
+600% +$34.2M
TRVI icon
4
Trevi Therapeutics
TRVI
$2.39B
$41.2M 4.71%
3,287,087
-119,868
-4% -$1.39M
EWTX icon
5
Edgewise Therapeutics
EWTX
$4.64B
$41.1M 4.7%
1,655,256
-65,485
-4% -$1.31M
RVMD icon
6
Revolution Medicines
RVMD
$44.6B
$40.3M 4.61%
505,672
+189,950
+60% +$12.5M
AGIO icon
7
Agios Pharmaceuticals
AGIO
$1.99B
$35.5M 4.06%
+1,303,373
New +$45.7M
QURE icon
8
uniQure
QURE
$3.38B
$33.1M 3.78%
+1,381,628
New +$53.3M
PTCT icon
9
PTC Therapeutics
PTCT
$5.85B
$32.7M 3.74%
430,013
-8,464
-2% -$615K
SNDX icon
10
Syndax Pharmaceuticals
SNDX
$1.74B
$28.1M 3.22%
1,337,702
-37,972
-3% -$662K
DYN icon
11
Dyne Therapeutics
DYN
$4.68B
$27.5M 3.15%
1,405,388
-40,973
-3% -$776K
TARS icon
12
Tarsus Pharmaceuticals
TARS
$3.15B
$26.9M 3.08%
328,869
-12,627
-4% -$943K
STOK icon
13
Stoke Therapeutics
STOK
$2.04B
$24.4M 2.8%
770,289
-19,409
-2% -$583K
ALMS
14
Alumis Inc
ALMS
$2.9B
$23.4M 2.68%
+2,401,992
New +$16.8M
URGN icon
15
UroGen Pharma
URGN
$2.13B
$22M 2.52%
941,378
+806,378
+597% +$17.5M
XENE icon
16
Xenon Pharmaceuticals
XENE
$5.81B
$21.8M 2.49%
485,620
-17,778
-4% -$747K
PVLA
17
Palvella Therapeutics
PVLA
$2.16B
$21.5M 2.46%
205,745
+138,322
+205% +$11.8M
NTRA icon
18
Natera
NTRA
$47B
$21.4M 2.45%
93,551
-5,373
-5% -$1.12M
CRVS icon
19
Corvus Pharmaceuticals
CRVS
$1.19B
$21.1M 2.42%
+2,743,671
New +$21.6M
DBVT
20
DBV Technologies
DBVT
$851M
$19.1M 2.19%
996,825
-57,679
-5% -$901K
RLAY icon
21
Relay Therapeutics
RLAY
$4.11B
$18.9M 2.16%
2,232,451
-50,229
-2% -$358K
GLUE icon
22
Monte Rosa Therapeutics
GLUE
$1.14B
$18.4M 2.11%
+1,173,376
New +$15.8M
DRUG
23
Bright Minds Biosciences
DRUG
$714M
$18M 2.06%
+230,147
New +$15.4M
PTGX icon
24
Protagonist Therapeutics
PTGX
$9.34B
$17.4M 1.99%
+199,471
New +$16.3M
ENGN icon
25
enGene Therapeutics
ENGN
$122M
$16.6M 1.9%
1,840,898
+1,310,599
+247% +$10.5M
1
2 3

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MPM BioImpact's Q4 2025 Portfolio in Review

As of Q4 2025, MPM BioImpact held 55 positions worth $874M, up 43% from $611M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

MPM BioImpact deployed $99.1M of net new capital in Q4 2025, opening 15 new positions and adding to 6 existing holdings. Its largest new stake was uniQure: 1,381,628 shares worth $33.1M.

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

On the sell side, the largest reduction was Sarepta Therapeutics, an estimated $13.3M trimmed.

  • MPM BioImpact's largest Q4 2025 buy was uniQure: 1,381,628 shares worth $33.1M.
  • MPM BioImpact added most to Liquidia Corp in Q4 2025, an estimated $34.2M increase.
  • MPM BioImpact's biggest Q4 2025 reduction was Sarepta Therapeutics, cutting an estimated $13.3M.
  • MPM BioImpact fully exited Avidity Biosciences in Q4 2025, selling an estimated $33.1M.
  • MPM BioImpact's ten largest holdings make up 50% of its $874M portfolio in Q4 2025.
  • MPM BioImpact opened 15 new positions and closed 17 in Q4 2025.
  • MPM BioImpact's portfolio value rose 43% quarter-over-quarter to $874M.

Based on MPM BioImpact's 13F filing for Q4 2025, filed 17 Feb 2026.