MPM BioImpact LLC reported 35 positions worth $1.57B for the quarter ended Jun 30, 2026, up 25.2% on the prior quarter. It opened 7 new positions, added to 6, trimmed 21 and exited 11. Its largest holding is Cullinan Therapeutics, Inc. at 11.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| RARE Ultragenyx Pharmaceutical Inc. | +1.42M | – | $47.35M | 3.01% |
| BIOA BioAge Labs, Inc. | +1.67M | – | $40.87M | 2.6% |
| CGEM Cullinan Therapeutics, Inc. | +2.08M | +27.2% | $37.93M | 11.26% |
| TSHA Taysha Gene Therapies, Inc. | +4.50M | – | $30.65M | 1.95% |
| ZURA Zura Bio Ltd | +4.47M | – | $26.39M | 1.68% |
| ANL Adlai Nortye Group Ltd. | +1.94M | – | $22.27M | 1.41% |
| ANNX Annexon, Inc. | +3.54M | – | $20.24M | 1.29% |
| DYN Dyne Therapeutics, Inc. | +513.9K | +36.5% | $11.41M | 2.71% |
| TRDA Entrada Therapeutics, Inc. | +1.25M | – | $9.22M | 0.586% |
| BLTE Belite Bio, Inc | +49.2K | +55.8% | $7.57M | 1.34% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AGIO Agios Pharmaceuticals, Inc. | -1.31M | -100.0% | $44.19M | Exited |
| XENE Xenon Pharmaceuticals Inc. | -588.7K | -100.0% | $34.23M | Exited |
| EVMN Evommune, Inc. | -1.46M | -100.0% | $33.47M | Exited |
| CYTK Cytokinetics Inc | -500.0K | -100.0% | $32.96M | Exited |
| DBVT DBV Technologies S.A. | -1.55M | -29.7% | $25.37M | 3.82% |
| CRVS Corvus Pharmaceuticals, Inc. | -1.67M | -100.0% | $24.50M | Exited |
| CORT Corcept Therapeutics Inc | -214.7K | -21.8% | $18.67M | 4.26% |
| CLYM Climb Bio, Inc. | -2.59M | -100.0% | $17.77M | Exited |
| ARQT Arcutis Biotherapeutics, Inc. | -734.0K | -100.0% | $17.29M | Exited |
| ZYME Zymeworks Inc. | -565.2K | -100.0% | $14.15M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| RARE Ultragenyx Pharmaceutical Inc. | +1.42M | $47.35M | 3.01% |
| BIOA BioAge Labs, Inc. | +1.67M | $40.87M | 2.6% |
| TSHA Taysha Gene Therapies, Inc. | +4.50M | $30.65M | 1.95% |
| ZURA Zura Bio Ltd | +4.47M | $26.39M | 1.68% |
| ANL Adlai Nortye Group Ltd. | +1.94M | $22.27M | 1.41% |
| ANNX Annexon, Inc. | +3.54M | $20.24M | 1.29% |
| TRDA Entrada Therapeutics, Inc. | +1.25M | $9.22M | 0.586% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| AGIO Agios Pharmaceuticals, Inc. | -1.31M | $44.19M | 3.52% |
| XENE Xenon Pharmaceuticals Inc. | -588.7K | $34.23M | 2.72% |
| EVMN Evommune, Inc. | -1.46M | $33.47M | 2.66% |
| CYTK Cytokinetics Inc | -500.0K | $32.96M | 2.62% |
| CRVS Corvus Pharmaceuticals, Inc. | -1.67M | $24.50M | 1.95% |
| CLYM Climb Bio, Inc. | -2.59M | $17.77M | 1.41% |
| ARQT Arcutis Biotherapeutics, Inc. | -734.0K | $17.29M | 1.38% |
| ZYME Zymeworks Inc. | -565.2K | $14.15M | 1.13% |
| VRDN Viridian Therapeutics, Inc.\DE | -649.9K | $12.71M | 1.01% |
| ENGN enGene Therapeutics Inc. | -1.85M | $12.57M | 1% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | CGEM Cullinan Therapeutics, Inc. | Healthcare | 9.73M | $177.21M | 11.26% | +2.08M | +27.2% | Added | 15.12% |
| 2 | AKTS Aktis Oncology, Inc. | Healthcare | 4.84M | $155.86M | 9.9% | 0 | 0.0% | Unchanged | 8.74% |
| 3 | LQDA Liquidia Corp | Healthcare | 1.39M | $110.52M | 7.02% | -19.0K | -1.4% | Reduced | 1.56% |
| 4 | RVMD Revolution Medicines, Inc. | Healthcare | 492.5K | $92.23M | 5.86% | -14.3K | -2.8% | Reduced | 0.23% |
| 5 | CORT Corcept Therapeutics Inc | Healthcare | 771.0K | $67.04M | 4.26% | -214.7K | -21.8% | Reduced | 0.71% |
| 6 | EWTX Edgewise Therapeutics, Inc. | Healthcare | 1.62M | $65.85M | 4.18% | -39.9K | -2.4% | Reduced | 1.5% |
| 7 | TVTX Travere Therapeutics, Inc. | Healthcare | 1.12M | $63.78M | 4.05% | -10.6K | -0.9% | Reduced | 1.19% |
| 8 | DBVT DBV Technologies S.A. | Healthcare | 3.67M | $60.13M | 3.82% | -1.55M | -29.7% | Reduced | 4.23% |
| 9 | TRVI Trevi Therapeutics, Inc. | Healthcare | 3.07M | $57.32M | 3.64% | -224.9K | -6.8% | Reduced | 1.96% |
| 10 | ALMS Alumis Inc. | Healthcare | 2.02M | $56.82M | 3.61% | -367.5K | -15.4% | Reduced | 1.58% |
| 11 | QURE uniQure N.V. | Healthcare | 1.23M | $56.46M | 3.59% | -143.4K | -10.5% | Reduced | 1.77% |
| 12 | RARE Ultragenyx Pharmaceutical Inc. | Healthcare | 1.42M | $47.35M | 3.01% | +1.42M | – | New | 1.39% |
| 13 | RLAY Relay Therapeutics, Inc. | Healthcare | 2.42M | $45.20M | 2.87% | +56.1K | +2.4% | Added | 1.11% |
| 14 | DYN Dyne Therapeutics, Inc. | Healthcare | 1.92M | $42.69M | 2.71% | +513.9K | +36.5% | Added | 1.16% |
| 15 | DNTH Dianthus Therapeutics, Inc. | Healthcare | 420.0K | $40.94M | 2.6% | -3,980 | -0.9% | Reduced | 0.75% |
Tip. Select a row to see that position’s full history at MPM BioImpact.
As of its Q2 2026 13F filing, MPM BioImpact LLC’s five largest positions were Cullinan Therapeutics, Inc. (CGEM) at 11.3%, Aktis Oncology, Inc. (AKTS) at 9.9%, Liquidia Corp (LQDA) at 7.0%, Revolution Medicines, Inc. (RVMD) at 5.9%, Corcept Therapeutics Inc (CORT) at 4.3% of the reported portfolio.
MPM BioImpact LLC reported a 13F portfolio worth $1.57B across 35 positions for Q2 2026. That is up 25.2% from the previous quarter.
Its largest purchases by value were Ultragenyx Pharmaceutical Inc. ($47.35M), BioAge Labs, Inc. ($40.87M), Cullinan Therapeutics, Inc. ($37.93M). It opened 7 new positions.
Its largest sales by value were Agios Pharmaceuticals, Inc. ($44.19M), Xenon Pharmaceuticals Inc. ($34.23M), Evommune, Inc. ($33.47M). It exited 11 positions entirely.
From the Form 13F-HR reports MPM BioImpact LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.