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MPM BioImpact LLC
hedge fundUpdated 27 days agoManaged by Bioimpact Capital Llc • Latest filing Q2 2026
Portfolio value
$1.6B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
34.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $384.9M |
| Q2 2023 | $496.6M |
| Q3 2023 | $374.6M |
| Q4 2023 | $427.4M |
| Q1 2024 | $622M |
| Q2 2024 | $643.5M |
| Q3 2024 | $666.6M |
| Q4 2024 | $704.4M |
| Q1 2025 | $581.7M |
| Q2 2025 | $577.2M |
| Q3 2025 | $610.9M |
| Q4 2025 | $874M |
| Q1 2026 | $1.3B |
| Q2 2026 | $1.6B |
Top holdings
37 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CGEM Cullinan Therapeutics, Inc. | $177.2M | 9.73M | 10.81% | — |
| 2 | A AKTS Aktis Oncology, Inc. | $155.9M | 4.84M | 9.50% | — |
| 3 | L LQDA Liquidia Corporation | $110.5M | 1.39M | 6.74% | — |
| 4 | R RVMDW Revolution Medicines, Inc. | $92.2M | 492.5K | 5.62% | — |
| 5 | C CORT Corcept Therapeutics, Inc. | $67M | 771.0K | 4.09% | — |
| 6 | E EWTX Edgewise Therapeutics Inc | $65.9M | 1.62M | 4.02% | — |
| 7 | T TVTX Travere Therapeutics Inc | $63.8M | 1.12M | 3.89% | — |
| 8 | D DBVTF DBV Technologies S A | $60.1M | 3.67M | 3.67% | — |
| 9 | T TRVI Trevi Therapeutics Inc | $57.3M | 3.07M | 3.50% | — |
| 10 | A ALMS Alumis Inc | $56.8M | 2.02M | 3.46% | — |
| 11 | Q QURE Uniqure NV | $56.5M | 1.23M | 3.44% | — |
| 12 | R RARE Ultragenyx Pharmaceuticals, Inc. | $47.4M | 1.42M | 2.89% | — |
| 13 | R RLAY Relay Therapeutics Inc. | $45.2M | 2.42M | 2.76% | — |
| 14 | A AAVXF Abivax SA | $44.8M | 336.3K | 2.73% | — |
| 15 | D DYN Dyne Therapeutics, Inc. | $42.7M | 1.92M | 2.60% | — |
| 16 | D DNTH Dianthus Therapeutics Inc | $40.9M | 420.0K | 2.50% | — |
| 17 | ? N/A BIOAGE Labs Inc | $40.9M | 1.67M | 2.49% | — |
| 18 | U URGN Urogen Pharma Ltd | $34.3M | 933.4K | 2.09% | — |
| 19 | M MLTX MoonLake Immunotherapeutics | $31.3M | 1.61M | 1.91% | — |
| 20 | P PVLA Palvella Therapeutics Inc | $31.2M | 204.0K | 1.90% | — |