2026 Q2 Portfolio Activity
In 2026 Q2, MPM BioImpact LLC maintained a portfolio of 48 distinct positions. The most significant new addition was Ultragenyx Pharmaceuticals, In, now representing 2.89% of the total fund value. They heavily accumulated shares in Cullinan Therapeutics, Inc., increasing the position by 27.2%. The fund also reduced its exposure to DBV Technologies S A by 29.7%.
Position History
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Total Positions
48
Quarter
2026 Q2
Top Holding
CGEM (10.8%)
Top 10 Concentration
55.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-48 of 48
MPM BioImpact LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CGEM
Cullinan Therap...
|
Healthcare | 10.81% | 8.39% |
#1
1
Prev: #2
|
8.5 |
—
|
2,083,073 | 27.2% |
P
S
|
9,731,341 | $177,207,720 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
Aktis Oncology,...
|
|
Unknown | 9.50% | 6.68% |
#2
1
Prev: #3
|
6.3 |
—
|
no change | no change |
P
S
|
4,835,872 | $155,860,155 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
LQDA
Liquidia Corpor...
|
Healthcare | 6.74% | 4.10% |
#3
1
Prev: #4
|
4.2 |
—
|
-18,984 | -1.4% |
P
S
|
1,386,174 | $110,519,653 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RVMD
Revolution Medi...
|
Healthcare | 5.62% | 3.81% |
#4
3
Prev: #7
|
3.2 |
—
|
-14,293 | -2.8% |
P
S
|
492,483 | $92,232,216 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CORT
Corcept Therape...
|
Healthcare | 4.09% | 3.07% |
#5
4
Prev: #9
|
2.1 |
—
|
-214,672 | -21.8% |
P
S
|
771,028 | $67,040,885 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EWTX
Edgewise Therap...
|
Healthcare | 4.02% | 4.04% |
#6
Prev: #6
|
2.1 |
—
|
-39,916 | -2.4% |
P
S
|
1,620,780 | $65,852,291 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TVTX
Travere Therape...
|
Healthcare | 3.89% | 2.60% |
#7
7
Prev: #14
|
2.1 |
—
|
-10,634 | -0.9% |
P
S
|
1,122,731 | $63,782,348 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DBVT
DBV Technologie...
|
Healthcare | 3.67% | 8.41% |
#8
7
Prev: #1
|
1.5 |
—
|
-1,547,077 | -29.7% |
P
S
|
3,666,284 | $60,127,058 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TRVI
Trevi Therapeut...
|
Healthcare | 3.50% | 3.04% |
#9
1
Prev: #10
|
1.9 |
—
|
-224,853 | -6.8% |
P
S
|
3,073,577 | $57,322,211 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALMS
Alumis Inc
|
Healthcare | 3.46% | 4.06% |
#10
5
Prev: #5
|
1.9 |
—
|
-367,509 | -15.4% |
P
S
|
2,019,020 | $56,815,223 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
QURE
Uniqure NV
|
Healthcare | 3.44% | 1.73% |
#11
16
Prev: #27
|
1.9 |
—
|
-143,376 | -10.5% |
P
S
|
1,225,855 | $56,462,881 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RARE
Ultragenyx Phar...
|
Healthcare | 2.89% | — |
#12
Prev: #—
|
4.7 |
—
|
1,418,215 | — |
NEW
|
1,418,215 | $47,354,199 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RLAY
Relay Therapeut...
|
Healthcare | 2.76% | 1.81% |
#13
11
Prev: #24
|
1.6 |
—
|
56,086 | 2.4% |
P
S
|
2,415,672 | $45,197,223 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ABVX
Abivax SA
|
Healthcare | 2.73% | 0.92% |
#14
24
Prev: #38
|
4.1 |
—
|
229,079 | 213.6% |
P
S
|
336,347 | $44,821,601 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DYN
Dyne Therapeuti...
|
Healthcare | 2.60% | 1.97% |
#15
6
Prev: #21
|
3.5 |
—
|
513,941 | 36.5% |
P
S
|
1,922,093 | $42,689,686 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DNTH
Dianthus Therap...
|
Healthcare | 2.50% | 2.75% |
#16
5
Prev: #11
|
1.5 |
—
|
-3,980 | -0.9% |
P
S
|
420,002 | $40,941,795 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BIOA
BIOAGE Labs Inc
|
Healthcare | 2.49% | — |
#17
Prev: #—
|
4.5 |
—
|
1,667,661 | — |
NEW
|
1,667,661 | $40,874,371 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
URGN
Urogen Pharma L...
|
Healthcare | 2.09% | 1.31% |
#18
14
Prev: #32
|
1.3 |
—
|
-10,388 | -1.1% |
P
S
|
933,415 | $34,349,672 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MLTX
MoonLake Immuno...
|
Healthcare | 1.91% | 2.61% |
#19
6
Prev: #13
|
1.3 |
—
|
-204,115 | -11.3% |
P
S
|
1,606,967 | $31,287,647 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PVLA
Palvella Therap...
|
Healthcare | 1.90% | 1.99% |
#20
Prev: #20
|
1.3 |
—
|
-2,377 | -1.2% |
P
S
|
204,027 | $31,179,406 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSHA
Taysha Gene The...
|
Healthcare | 1.87% | — |
#21
Prev: #—
|
4.2 |
—
|
4,500,000 | — |
NEW
|
4,500,000 | $30,645,000 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SNDX
Syndax Pharmace...
|
Healthcare | 1.78% | 2.42% |
#22
5
Prev: #17
|
1.2 |
—
|
-7,210 | -0.5% |
P
S
|
1,333,523 | $29,150,813 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GLUE
Monte Rosa Ther...
|
Healthcare | 1.71% | 1.50% |
#23
5
Prev: #28
|
1.2 |
—
|
-15,847 | -1.3% |
P
S
|
1,161,081 | $28,098,160 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZURA
Zura Bio Ltd.
|
Healthcare | 1.61% | — |
#24
Prev: #—
|
4.1 |
—
|
4,472,843 | — |
NEW
|
4,472,843 | $26,389,774 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NTRA
Natera Inc
|
Healthcare | 1.53% | 1.44% |
#25
4
Prev: #29
|
1.1 |
—
|
-436 | -0.5% |
P
S
|
92,638 | $25,146,585 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
STOK
Stoke Therapeut...
|
Healthcare | 1.44% | 1.93% |
#26
4
Prev: #22
|
1.1 |
—
|
-43,724 | -5.7% |
P
S
|
723,314 | $23,666,834 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ANL
Adlai Nortye Lt...
|
Healthcare | 1.36% | — |
#27
Prev: #—
|
4.0 |
—
|
1,936,291 | — |
NEW
|
1,936,291 | $22,267,347 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BLTE
Belite Bio Inc
|
Healthcare | 1.29% | 1.08% |
#28
7
Prev: #35
|
3.5 |
—
|
49,163 | 55.8% |
P
S
|
137,208 | $21,127,974 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FBRX
Forte Bioscienc...
|
Healthcare | 1.28% | 2.00% |
#29
10
Prev: #19
|
1.0 |
—
|
-13,234 | -1.3% |
P
S
|
987,448 | $20,983,270 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ORIC
Oric Pharmaceut...
|
Healthcare | 1.24% | 1.77% |
#30
4
Prev: #26
|
1.0 |
—
|
78,217 | 4.3% |
P
S
|
1,882,162 | $20,383,814 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TARS
Tarsus Pharmace...
|
Healthcare | 1.24% | 1.79% |
#31
6
Prev: #25
|
1.0 |
—
|
-7,743 | -2.3% |
P
S
|
322,007 | $20,267,121 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ANNX
Annexon Inc
|
Healthcare | 1.23% | — |
#32
Prev: #—
|
4.0 |
—
|
3,544,354 | — |
NEW
|
3,544,354 | $20,238,261 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DRUG
Bright Minds Bi...
|
Healthcare | 0.87% | 1.20% |
#33
Prev: #33
|
0.8 |
—
|
-10,061 | -4.7% |
P
S
|
202,114 | $14,188,403 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TRDA
Entrada Therape...
|
Healthcare | 0.56% | — |
#34
Prev: #—
|
3.7 |
—
|
1,253,053 | — |
NEW
|
1,253,053 | $9,222,470 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ACRS
Aclaris Therape...
|
Healthcare | 0.34% | 0.11% |
#35
5
Prev: #40
|
3.1 |
—
|
650,549 | 166.0% |
P
S
|
1,042,467 | $5,514,650 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CNTX
Context Therape...
|
Healthcare | 0.04% | 2.16% |
#36
18
Prev: #18
|
0.0 |
—
|
-9,380,345 | -87.8% |
P
S
|
1,299,046 | $719,542 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HOWL
Werewolf Therap...
|
Healthcare | 0.00% | 0.08% |
#37
4
Prev: #41
|
0.0 |
—
|
-1,128,668 | -93.4% |
P
S
|
80,142 | $28,851 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALLO
Allogene Therap...
|
Healthcare | 0.00% | 0.42% |
Sold All 😨
(Was: #39) |
0.0 |
—
|
-2,242,933 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ENGN
enGene Holdings...
|
Healthcare | 0.00% | 0.97% |
Sold All 😨
(Was: #37) |
0.0 |
—
|
-1,845,373 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VRDN
Viridian Therap...
|
Healthcare | 0.00% | 0.98% |
Sold All 😨
(Was: #36) |
0.0 |
—
|
-649,873 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZYME
Zymeworks, Inc.
|
Healthcare | 0.00% | 1.09% |
Sold All 😨
(Was: #34) |
0.0 |
—
|
-565,249 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ARQT
Arcutis Biother...
|
Healthcare | 0.00% | 1.34% |
Sold All 😨
(Was: #31) |
0.0 |
—
|
-733,966 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CLYM
Climb Bio Inc
|
Healthcare | 0.00% | 1.37% |
Sold All 😨
(Was: #30) |
0.0 |
—
|
-2,593,439 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRVS
Corvus Pharmace...
|
Healthcare | 0.00% | 1.89% |
Sold All 😨
(Was: #23) |
0.0 |
—
|
-1,674,875 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CYTK
Cytokinetics In...
|
Healthcare | 0.00% | 2.54% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-500,000 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EVMN
Evommune Inc
|
Healthcare | 0.00% | 2.58% |
Sold All 😨
(Was: #15) |
0.0 |
—
|
-1,455,863 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XENE
Xenon Pharmaceu...
|
Healthcare | 0.00% | 2.64% |
Sold All 😨
(Was: #12) |
0.0 |
—
|
-588,706 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AGIO
Agios Pharmaceu...
|
Healthcare | 0.00% | 3.41% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-1,306,261 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-48 of 48 holdings