MPM BioImpact LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DBV Technologies S A | 996,825 | 5,213,361 | +4,216,536 | 19,109,135 | 108,907,111 | 8.41% | +89,797,976 |
| 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 | 113,022 | 1,455,863 | +1,342,841 | 1,934,937 | 33,470,290 | 2.58% | +31,535,353 |
| Cullinan Therapeutics, Inc.(CGEM) | 7,648,268 | 7,648,268 | 0 | 79,159,574 | 108,681,888 | 8.39% | +29,522,314 |
| Alumis Inc | 2,401,992 | 2,386,529 | -15,463 | 23,443,442 | 52,575,234 | 4.06% | +29,131,792 |
| Forte Biosciences, Inc.(FBRX) | 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) | 485,620 | 588,706 | +103,086 | 21,765,488 | 34,233,254 | 2.64% | +12,467,766 |
| Context Therapeutics Inc | 10,679,391 | 10,679,391 | 0 | 15,698,705 | 27,980,004 | 2.16% | +12,281,299 |
| Edgewise Therapeutics Inc(EWTX) | 1,655,256 | 1,660,696 | +5,440 | 41,075,178 | 52,311,924 | 4.04% | +11,236,746 |
| Revolution Medicines, Inc.(RVMD) | 505,672 | 506,776 | +1,104 | 40,276,775 | 49,283,966 | 3.81% | +9,007,191 |
| Agios Pharmaceuticals Inc(AGIO) | 1,303,373 | 1,306,261 | +2,888 | 35,477,813 | 44,190,810 | 3.41% | +8,712,997 |
| Oric Pharmaceuticals Inc(ORIC) | 1,798,717 | 1,803,945 | +5,228 | 14,713,505 | 22,855,983 | 1.77% | +8,142,478 |
| Climb Bio Inc | 2,671,480 | 2,593,439 | -78,041 | 10,685,920 | 17,765,057 | 1.37% | +7,079,137 |
| Allogene Therapeutics, Inc. | 0 | 2,242,933 | +2,242,933 | 0 | 5,472,757 | 0.42% | +5,472,757 |
| Liquidia Corporation(LQDA) | 1,400,869 | 1,405,158 | +4,289 | 48,315,972 | 53,030,663 | 4.10% | +4,714,691 |
| Relay Therapeutics Inc.(RLAY) | 2,232,451 | 2,359,586 | +127,135 | 18,886,535 | 23,477,881 | 1.81% | +4,591,346 |
| Abivax SA(ABVX) | 56,316 | 107,268 | +50,952 | 7,594,494 | 11,944,292 | 0.92% | +4,349,798 |
| Palvella Therapeutics Inc(PVLA) | 205,745 | 206,404 | +659 | 21,535,329 | 25,728,259 | 1.99% | +4,192,930 |
| Corvus Pharmaceuticals Inc(CRVS) | 2,743,671 | 1,674,875 | -1,068,796 | 21,126,267 | 24,503,421 | 1.89% | +3,377,154 |
| Syndax Pharmaceuticals Inc(SNDX) | 1,337,702 | 1,340,733 | +3,031 | 28,105,119 | 31,319,523 | 2.42% | +3,214,404 |
| Arcutis Biotherapeutics Inc(ARQT) | 531,200 | 733,966 | +202,766 | 15,426,048 | 17,292,239 | 1.34% | +1,866,191 |
| Aclaris Therapeutics Inc | 0 | 391,918 | +391,918 | 0 | 1,469,693 | 0.11% | +1,469,693 |
| Monte Rosa Therapeutics Inc(GLUE) | 1,173,376 | 1,176,928 | +3,552 | 18,398,536 | 19,360,466 | 1.50% | +961,930 |
| Stoke Therapeutics Inc(STOK) | 770,289 | 767,038 | -3,251 | 24,448,973 | 24,974,757 | 1.93% | +525,784 |
| Werewolf Therapeutics, Inc. | 1,393,557 | 1,208,810 | -184,747 | 883,515 | 1,006,455 | 0.08% | +122,940 |
| Belite Bio Inc(BLTE) | 87,760 | 88,045 | +285 | 14,038,090 | 14,037,895 | 1.08% | -195 |
| Sarepta Therapeutics Inc(SRPT) | 70,000 | 0 | -70,000 | 1,506,400 | 0 | — | -1,506,400 |
| Trevi Therapeutics Inc(TRVI) | 3,287,087 | 3,298,430 | +11,343 | 41,154,329 | 39,350,270 | 3.04% | -1,804,059 |
| Dyne Therapeutics, Inc.(DYN) | 1,405,388 | 1,408,152 | +2,764 | 27,489,389 | 25,529,796 | 1.97% | -1,959,593 |
| Bright Minds Biosciences Inc | 230,147 | 212,175 | -17,972 | 17,960,672 | 15,482,410 | 1.20% | -2,478,262 |
| Natera Inc(NTRA) | 93,551 | 93,074 | -477 | 21,431,599 | 18,613,869 | 1.44% | -2,817,730 |
| Maze Therapeutics Inc(MAZE) | 81,145 | 0 | -81,145 | 3,361,837 | 0 | — | -3,361,837 |
| Tarsus Pharmaceuticals Inc(TARS) | 328,869 | 329,750 | +881 | 26,927,794 | 23,131,963 | 1.79% | -3,795,831 |
| enGene Holdings, Inc. COM | 1,840,898 | 1,845,373 | +4,475 | 16,623,309 | 12,566,990 | 0.97% | -4,056,319 |
| Urogen Pharma Ltd(URGN) | 941,378 | 943,803 | +2,425 | 22,047,073 | 16,969,578 | 1.31% | -5,077,495 |
| Rocket Pharmaceuticals, Inc. | 1,586,076 | 0 | -1,586,076 | 5,567,127 | 0 | — | -5,567,127 |
| Uniqure NV(QURE) | 1,381,628 | 1,369,231 | -12,397 | 33,062,358 | 22,386,927 | 1.73% | -10,675,431 |
| RAPT Therapeutics Inc | 397,906 | 0 | -397,906 | 13,477,076 | 0 | — | -13,477,076 |
| Ventyx Biosciences Inc | 1,639,061 | 0 | -1,639,061 | 14,800,721 | 0 | — | -14,800,721 |
| Protagonist Therapeutics Inc | 199,471 | 0 | -199,471 | 17,421,797 | 0 | — | -17,421,797 |
| PTC Therapeutics Inc(PTCT) | 430,013 | 0 | -430,013 | 32,663,787 | 0 | — | -32,663,787 |
| Madrigal Pharmaceuticals Inc(MDGL) | 96,780 | 0 | -96,780 | 56,358,865 | 0 | — | -56,358,865 |