MPM BioImpact LLC
CIK: 0001687078SEC EDGAR →
Portfolio Value
$874.0M
Holdings
38
As of
Q4 2025
New Positions
7
Closed Positions
11
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Cullinan Therapeutics, Inc. | 7,648,268 | $79.2M | 9.06% |
| 2 | Madrigal Pharmaceuticals Inc | 96,780 | $56.4M | 6.45% |
| 3 | Liquidia Corp | 1,400,869 | $48.3M | 5.53% |
| 4 | Trevi Therapeutics Inc | 3,287,087 | $41.2M | 4.71% |
| 5 | Edgewise Therapeutics Inc | 1,655,256 | $41.1M | 4.70% |
| 6 | Revolution Medicines, Inc. | 505,672 | $40.3M | 4.61% |
| 7 | Agios Pharmaceuticals Inc | 1,303,373 | $35.5M | 4.06% |
| 8 | Uniqure NV | 1,381,628 | $33.1M | 3.78% |
| 9 | PTC Therapeutics Inc | 430,013 | $32.7M | 3.74% |
| 10 | Syndax Pharmaceuticals Inc | 1,337,702 | $28.1M | 3.22% |
Quarterly Changes
New Positions (15)
$35.5M · 1.3M shares
$33.1M · 1.4M shares
$23.4M · 2.4M shares
$21.1M · 2.7M shares
$18.4M · 1.2M shares
$18.0M · 230K shares
$17.4M · 199K shares
$15.4M · 531K shares
$14.8M · 1.6M shares
$14.0M · 88K shares
$13.5M · 398K shares
$10.7M · 2.7M shares
$7.6M · 56K shares
$3.4M · 81K shares
$1.9M · 113K shares
Closed Positions (17)
$33.1M · 760K shares
$25.3M · 745K shares
$17.8M · 5.1M shares
$16.5M · 549K shares
$16.4M · 563K shares
$15.0M · 614K shares
$13.1M · 1.3M shares
$11.9M · 396K shares
$11.0M · 1.5M shares
$10.1M · 150K shares
$10.1M · 1.6M shares
$7.9M · 2.9M shares
$4.2M · 555K shares
$3.9M · 380K shares
$2.1M · 72K shares
$1.4M · 820K shares
$1.0M · 40K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 38 | $873.9M | 100.0% |