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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
+20.37%
1 Year Est. Return
+245.64%
3 Year Est. Return
+550.3%
5 Year Est. Return
+647.56%
10 Year Est. Return
–
AUM
$1.29B
AUM Growth
+$421M
Cap. Flow
+$290M
Cap. Flow %
22.39%
Top 10 Hldgs %
49.01%
Holding
49
New
11
Increased
20
Reduced
8
Closed
8

Top Buys

Rank Stock Value
1
AKTS
Aktis Oncology
AKTS
+$93.9M
2
DBVT
DBV Technologies
DBVT
+$88.1M
3
CORT icon
Corcept Therapeutics
CORT
+$36.9M
4
TVTX icon
Travere Therapeutics
TVTX
+$33.9M
5
CYTK icon
Cytokinetics
CYTK
+$31.8M

Top Sells

Rank Stock Value
1
MDGL icon
Madrigal Pharmaceuticals
MDGL
+$56.4M
2
PTCT icon
PTC Therapeutics
PTCT
+$32.7M
3
PTGX icon
Protagonist Therapeutics
PTGX
+$17.4M
4
CRVS icon
Corvus Pharmaceuticals
CRVS
+$17.1M
5
VTYX
Ventyx Biosciences
VTYX
+$14.8M

Sector Composition

Rank Sector Weight
1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DBVT
1
DBV Technologies
DBVT
$851M
$109M 8.41%
5,213,361
+4,216,536
+423% +$88.1M
CGEM icon
2
Cullinan Oncology
CGEM
$1.4B
$109M 8.39%
7,648,268
– –
AKTS
3
Aktis Oncology
AKTS
$1.43B
$86.5M 6.68%
+4,835,872
New +$93.9M
LQDA icon
4
Liquidia Corp
LQDA
$6.06B
$53M 4.1%
1,405,158
+4,289
+0.3% +$159K
ALMS
5
Alumis Inc
ALMS
$2.9B
$52.6M 4.06%
2,386,529
-15,463
-0.6% -$387K
EWTX icon
6
Edgewise Therapeutics
EWTX
$4.64B
$52.3M 4.04%
1,660,696
+5,440
+0.3% +$157K
RVMD icon
7
Revolution Medicines
RVMD
$44.6B
$49.3M 3.81%
506,776
+1,104
+0.2% +$111K
AGIO icon
8
Agios Pharmaceuticals
AGIO
$1.99B
$44.2M 3.41%
1,306,261
+2,888
+0.2% +$81.9K
CORT icon
9
Corcept Therapeutics
CORT
$12.3B
$39.7M 3.07%
+985,700
New +$36.9M
TRVI icon
10
Trevi Therapeutics
TRVI
$2.39B
$39.4M 3.04%
3,298,430
+11,343
+0.3% +$127K
DNTH icon
11
Dianthus Therapeutics
DNTH
$5.92B
$35.6M 2.75%
+423,982
New +$24.6M
XENE icon
12
Xenon Pharmaceuticals
XENE
$5.81B
$34.2M 2.64%
588,706
+103,086
+21% +$4.75M
MLTX icon
13
MoonLake Immunotherapeutics
MLTX
$1.28B
$33.8M 2.61%
+1,811,082
New +$30M
TVTX icon
14
Travere Therapeutics
TVTX
$6.19B
$33.7M 2.6%
+1,133,365
New +$33.9M
EVMN
15
Evommune Inc
EVMN
$480M
$33.5M 2.58%
1,455,863
+1,342,841
+1,188% +$30.4M
CYTK icon
16
Cytokinetics
CYTK
$10B
$33M 2.55%
+500,000
New +$31.8M
SNDX icon
17
Syndax Pharmaceuticals
SNDX
$1.74B
$31.3M 2.42%
1,340,733
+3,031
+0.2% +$65.9K
CNTX icon
18
Context Therapeutics
CNTX
$35.3M
$28M 2.16%
10,679,391
– –
FBRX icon
19
Forte Biosciences
FBRX
$25.9M 2%
+1,000,682
New +$28.8M
PVLA
20
Palvella Therapeutics
PVLA
$2.16B
$25.7M 1.99%
206,404
+659
+0.3% +$68.7K
DYN icon
21
Dyne Therapeutics
DYN
$4.68B
$25.5M 1.97%
1,408,152
+2,764
+0.2% +$47.7K
STOK icon
22
Stoke Therapeutics
STOK
$2.04B
$25M 1.93%
767,038
-3,251
-0.4% -$107K
CRVS icon
23
Corvus Pharmaceuticals
CRVS
$1.19B
$24.5M 1.89%
1,674,875
-1,068,796
-39% -$17.1M
RLAY icon
24
Relay Therapeutics
RLAY
$4.11B
$23.5M 1.81%
2,359,586
+127,135
+6% +$1.14M
TARS icon
25
Tarsus Pharmaceuticals
TARS
$3.15B
$23.1M 1.79%
329,750
+881
+0.3% +$61.6K
1
2

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MPM BioImpact's Q1 2026 Portfolio in Review

As of Q1 2026, MPM BioImpact held 49 positions worth $1.29B, up 48% from $874M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

MPM BioImpact deployed $290M of net new capital in Q1 2026, opening 11 new positions and adding to 20 existing holdings. Its largest new stake was Aktis Oncology: 4,835,872 shares worth $86.5M.

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 Corvus Pharmaceuticals, an estimated $17.1M trimmed.

  • MPM BioImpact's largest Q1 2026 buy was Aktis Oncology: 4,835,872 shares worth $86.5M.
  • MPM BioImpact added most to DBV Technologies in Q1 2026, an estimated $88.1M increase.
  • MPM BioImpact's biggest Q1 2026 reduction was Corvus Pharmaceuticals, cutting an estimated $17.1M.
  • MPM BioImpact fully exited Madrigal Pharmaceuticals in Q1 2026, selling an estimated $56.4M.
  • MPM BioImpact's ten largest holdings make up 49% of its $1.29B portfolio in Q1 2026.
  • MPM BioImpact opened 11 new positions and closed 8 in Q1 2026.
  • MPM BioImpact's portfolio value rose 48% quarter-over-quarter to $1.29B.

Based on MPM BioImpact's 13F filing for Q1 2026, filed 15 May 2026.