MPM BioImpact LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DBV Technologies S A(DBVT) | 0 | 5,213,361 | +5,213,361 | 0 | 108,907,111 | 8.41% | +108,907,111 |
| Aktis Oncology, Inc.(AKTS) | 0 | 4,835,872 | +4,835,872 | 0 | 86,513,750 | 6.68% | +86,513,750 |
| Corcept Therapeutics, Inc.(CORT) | 0 | 985,700 | +985,700 | 0 | 39,733,567 | 3.07% | +39,733,567 |
| Dianthus Therapeutics Inc(DNTH) | 0 | 423,982 | +423,982 | 0 | 35,580,569 | 2.75% | +35,580,569 |
| MoonLake Immunotherapeutics(MLTX) | 0 | 1,811,082 | +1,811,082 | 0 | 33,758,568 | 2.61% | +33,758,568 |
| Travere Therapeutics Inc(TVTX) | 0 | 1,133,365 | +1,133,365 | 0 | 33,672,274 | 2.60% | +33,672,274 |
| Cytokinetics Inc(CYTK) | 0 | 500,000 | +500,000 | 0 | 32,955,000 | 2.54% | +32,955,000 |
| Evommune Inc | 0 | 1,455,863 | +1,455,863 | 0 | 33,470,290 | 2.58% | +33,470,290 |
| Cullinan Therapeutics, Inc. | 0 | 7,648,268 | +7,648,268 | 0 | 108,681,888 | 8.39% | +108,681,888 |
| Alumis Inc | 0 | 2,386,529 | +2,386,529 | 0 | 52,575,234 | 4.06% | +52,575,234 |
| Forte Biosciences, Inc. | 0 | 1,000,682 | +1,000,682 | 0 | 25,917,664 | 2.00% | +25,917,664 |
| Zymeworks, Inc.(ZYME) | 0 | 565,249 | +565,249 | 0 | 14,153,835 | 1.09% | +14,153,835 |
| Viridian Therapeutics Inc(VRDN) | 0 | 649,873 | +649,873 | 0 | 12,711,516 | 0.98% | +12,711,516 |
| Xenon Pharmaceuticals Inc(XENE) | 0 | 588,706 | +588,706 | 0 | 34,233,254 | 2.64% | +34,233,254 |
| Context Therapeutics Inc | 0 | 10,679,391 | +10,679,391 | 0 | 27,980,004 | 2.16% | +27,980,004 |
| Edgewise Therapeutics Inc(EWTX) | 0 | 1,660,696 | +1,660,696 | 0 | 52,311,924 | 4.04% | +52,311,924 |
| Revolution Medicines, Inc.(RVMD) | 0 | 506,776 | +506,776 | 0 | 49,283,966 | 3.81% | +49,283,966 |
| Agios Pharmaceuticals Inc(AGIO) | 0 | 1,306,261 | +1,306,261 | 0 | 44,190,810 | 3.41% | +44,190,810 |
| Oric Pharmaceuticals Inc | 0 | 1,803,945 | +1,803,945 | 0 | 22,855,983 | 1.77% | +22,855,983 |
| Climb Bio Inc | 0 | 2,593,439 | +2,593,439 | 0 | 17,765,057 | 1.37% | +17,765,057 |
| Allogene Therapeutics, Inc. | 0 | 2,242,933 | +2,242,933 | 0 | 5,472,757 | 0.42% | +5,472,757 |
| Liquidia Corporation(LQDA) | 0 | 1,405,158 | +1,405,158 | 0 | 53,030,663 | 4.10% | +53,030,663 |
| Relay Therapeutics Inc.(RLAY) | 0 | 2,359,586 | +2,359,586 | 0 | 23,477,881 | 1.81% | +23,477,881 |
| Abivax SA(ABVX) | 0 | 107,268 | +107,268 | 0 | 11,944,292 | 0.92% | +11,944,292 |
| Palvella Therapeutics Inc(PVLA) | 0 | 206,404 | +206,404 | 0 | 25,728,259 | 1.99% | +25,728,259 |
| Corvus Pharmaceuticals Inc(CRVS) | 0 | 1,674,875 | +1,674,875 | 0 | 24,503,421 | 1.89% | +24,503,421 |
| Syndax Pharmaceuticals Inc(SNDX) | 0 | 1,340,733 | +1,340,733 | 0 | 31,319,523 | 2.42% | +31,319,523 |
| Arcutis Biotherapeutics Inc(ARQT) | 0 | 733,966 | +733,966 | 0 | 17,292,239 | 1.34% | +17,292,239 |
| Aclaris Therapeutics Inc | 0 | 391,918 | +391,918 | 0 | 1,469,693 | 0.11% | +1,469,693 |
| Monte Rosa Therapeutics Inc(GLUE) | 0 | 1,176,928 | +1,176,928 | 0 | 19,360,466 | 1.50% | +19,360,466 |
| Stoke Therapeutics Inc(STOK) | 0 | 767,038 | +767,038 | 0 | 24,974,757 | 1.93% | +24,974,757 |
| Werewolf Therapeutics, Inc. | 0 | 1,208,810 | +1,208,810 | 0 | 1,006,455 | 0.08% | +1,006,455 |
| Belite Bio Inc(BLTE) | 0 | 88,045 | +88,045 | 0 | 14,037,895 | 1.08% | +14,037,895 |
| Sarepta Therapeutics Inc(SRPT) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| Trevi Therapeutics Inc(TRVI) | 0 | 3,298,430 | +3,298,430 | 0 | 39,350,270 | 3.04% | +39,350,270 |
| Dyne Therapeutics, Inc.(DYN) | 0 | 1,408,152 | +1,408,152 | 0 | 25,529,796 | 1.97% | +25,529,796 |
| Bright Minds Biosciences Inc | 0 | 212,175 | +212,175 | 0 | 15,482,410 | 1.20% | +15,482,410 |
| Natera Inc(NTRA) | 0 | 93,074 | +93,074 | 0 | 18,613,869 | 1.44% | +18,613,869 |
| Maze Therapeutics Inc(MAZE) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| Tarsus Pharmaceuticals Inc(TARS) | 0 | 329,750 | +329,750 | 0 | 23,131,963 | 1.79% | +23,131,963 |
| enGene Holdings, Inc. | 0 | 1,845,373 | +1,845,373 | 0 | 12,566,990 | 0.97% | +12,566,990 |
| Urogen Pharma Ltd(URGN) | 0 | 943,803 | +943,803 | 0 | 16,969,578 | 1.31% | +16,969,578 |
| Rocket Pharmaceuticals, Inc. | 0 | 0 | 0 | 0 | 0 | — | 0 |
| Uniqure NV(QURE) | 0 | 1,369,231 | +1,369,231 | 0 | 22,386,927 | 1.73% | +22,386,927 |
| RAPT Therapeutics Inc | 0 | 0 | 0 | 0 | 0 | — | 0 |
| Ventyx Biosciences Inc | 0 | 0 | 0 | 0 | 0 | — | 0 |
| Protagonist Therapeutics Inc | 0 | 0 | 0 | 0 | 0 | — | 0 |
| PTC Therapeutics Inc(PTCT) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| Madrigal Pharmaceuticals Inc(MDGL) | 0 | 0 | 0 | 0 | 0 | — | 0 |