Q2 2026 13F · SEC CIK 1687078

Mpm Bioimpact LLC

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.6B
Reported positions: 37
Top holdings a year, 3 yrs: +16.1%
Assets under management: $3.6B

Mpm Bioimpact LLC is a hedge fund that reported 37 positions worth $1.6B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Cullinan Therapeutics Inc (CGEM, 10.8%), Aktis Oncology Inc (AKTS, 9.5%), Liquidia Corporation (LQDA, 6.7%). A portfolio copying its top holdings returned 16.1% a year over the last 3 years, against 20.4% for the S&P 500.

Mpm Bioimpact LLC holdings all 37 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Mpm Bioimpact LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
CGEMCullinan Therapeutics Inc	10.8%	8.4%	9,731,341	+27.2%	$177.2M
AKTSAktis Oncology Inc	9.5%	6.7%	4,835,872	+0.0%	$155.9M
LQDALiquidia Corporation	6.7%	4.1%	1,386,174	-1.4%	$110.5M
RVMDRevolution Medicines Inc	5.6%	3.8%	492,483	-2.8%	$92.2M
CORTCorcept Therapeutics Inc	4.1%	3.1%	771,028	-21.8%	$67.0M
EWTXEdgewise Therapeutics Inc	4.0%	4.0%	1,620,780	-2.4%	$65.9M
TVTXTravere Therapeutics Inc	3.9%	2.6%	1,122,731	-0.9%	$63.8M
DBVTDbv Technologies S A	3.7%	8.4%	3,666,284	-29.7%	$60.1M
TRVITrevi Therapeutics Inc	3.5%	3.0%	3,073,577	-6.8%	$57.3M
ALMSAlumis Ord	3.5%	4.1%	2,019,020	-15.4%	$56.8M
QUREUniqure NV	3.4%	1.7%	1,225,855	-10.5%	$56.5M
RAREUltragenyx Pharmaceutical in	2.9%	New	1,418,215	—	$47.4M
RLAYRelay Therapeutics Inc	2.8%	1.8%	2,415,672	+2.4%	$45.2M
ABVXAbivax SA	2.7%	0.9%	336,347	+213.6%	$44.8M
DYNDyne Therapeutics Inc	2.6%	2.0%	1,922,093	+36.5%	$42.7M
DNTHDianthus Therapeutics Inc	2.5%	2.7%	420,002	-0.9%	$40.9M
BIOABioage Labs Inc	2.5%	New	1,667,661	—	$40.9M
URGNUrogen Pharma Ltd	2.1%	1.3%	933,415	-1.1%	$34.3M
MLTXMoonlake Immunotherapeutics	1.9%	2.6%	1,606,967	-11.3%	$31.3M
PVLAPalvella Therapeutics Inc Ne	1.9%	2.0%	204,027	-1.2%	$31.2M
TSHATaysha Gene Therapies Inc	1.9%	New	4,500,000	—	$30.6M
SNDXSyndax Pharmaceuticals Inc	1.8%	2.4%	1,333,523	-0.5%	$29.2M
GLUEMonte Rosa Therapeutics Inc	1.7%	1.5%	1,161,081	-1.3%	$28.1M
ZURAZura Bio Ltd	1.6%	New	4,472,843	—	$26.4M
NTRANatera Inc	1.5%	1.4%	92,638	-0.5%	$25.1M
STOKStoke Therapeutics Inc	1.4%	1.9%	723,314	-5.7%	$23.7M
ANLAdlai Nortye Ltd	1.4%	New	1,936,291	—	$22.3M
BLTEBelite Bio Inc	1.3%	1.1%	137,208	+55.8%	$21.1M
FBRXForte Biosciences Inc	1.3%	2.0%	987,448	-1.3%	$21.0M
ORICOric Pharmaceuticals Inc	1.2%	1.8%	1,882,162	+4.3%	$20.4M
TARSTarsus Pharmaceuticals Inc	1.2%	1.8%	322,007	-2.3%	$20.3M
ANNXAnnexon Inc	1.2%	New	3,544,354	—	$20.2M
10919W405Bright Minds Biosciences Inc	0.9%	1.2%	202,114	-4.7%	$14.2M
TRDAEntrada Therapeutics Inc	0.6%	New	1,253,053	—	$9.2M
ACRSAclaris Therapeutics Inc	0.3%	0.1%	1,042,467	+166.0%	$5.5M
CNTXContext Therapeutics Inc	0.0%	2.2%	1,299,046	-87.8%	$720K
HOWLWerewolf Therapeutics Inc	0.0%	0.1%	80,142	-93.4%	$29K

What Mpm Bioimpact LLC bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +74.5% /yr; S&P 500 +20.1%
3 years: +16.1% /yr; S&P 500 +20.4%
5 years: -7.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.6B	37
Q1 2026	$1.3B	41
Q4 2025	$874.0M	38
Q3 2025	$610.9M	40
Q2 2025	$577.2M	44
Q1 2025	$581.7M	43
Q4 2024	$704.4M	47
Q3 2024	$666.6M	43
Q2 2024	$643.5M	44
Q1 2024	$622.0M	38
Q4 2023	$427.4M	32
Q3 2023	$374.6M	32

Questions about Mpm Bioimpact LLC's portfolio

What stocks does Mpm Bioimpact LLC own?

Mpm Bioimpact LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 37 positions worth $1.6B. The largest are Cullinan Therapeutics Inc (CGEM) at 10.8%, Aktis Oncology Inc (AKTS) at 9.5%, Liquidia Corporation (LQDA) at 6.7%, Revolution Medicines Inc (RVMD) at 5.6% and Corcept Therapeutics Inc (CORT) at 4.1%.

What did Mpm Bioimpact LLC buy last quarter?

In Q2 2026, Mpm Bioimpact LLC added a new position in Ultragenyx Pharmaceutical in (RARE), a new position in Bioage Labs Inc (BIOA), a new position in Taysha Gene Therapies Inc (TSHA), a new position in Zura Bio Ltd (ZURA), a new position in Adlai Nortye Ltd (ANL), Abivax SA (ABVX) (+213.6% shares), Aclaris Therapeutics Inc (ACRS) (+166.0% shares) and Belite Bio Inc (BLTE) (+55.8% shares), compared with its Q1 2026 filing.

What did Mpm Bioimpact LLC sell last quarter?

In Q2 2026, Mpm Bioimpact LLC sold all of Agios Pharmaceuticals Inc (AGIO), sold all of Xenon Pharmaceuticals Inc (XENE), sold all of Evommune Inc (EVMN), sold all of Cytokinetics (CYTK), sold all of Corvus Pharmaceuticals Inc Com (CRVS), Werewolf Therapeutics Inc (HOWL) (-93.4% shares), Context Therapeutics Inc (CNTX) (-87.8% shares) and Dbv Technologies S A (DBVT) (-29.7% shares), compared with its Q1 2026 filing.

How has Mpm Bioimpact LLC's portfolio performed?

A portfolio copying Mpm Bioimpact LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +74.5% against +20.1%. Over 5 years: -7.9% a year against +11.6%.

When is Mpm Bioimpact LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Mpm Bioimpact LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Mpm Bioimpact LLC manage?

Mpm Bioimpact LLC reported $3.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.6B.