2026 Q1 Portfolio Activity
In 2026 Q1, MPM BioImpact LLC maintained a portfolio of 49 distinct positions. The most significant new addition was Aktis Oncology, Inc., now representing 6.68% of the total fund value. They heavily accumulated shares in DBV Technologies S A, increasing the position by 423.0%. Conversely, MPM BioImpact LLC completely exited their position in Madrigal Pharmaceuticals Inc.
Position History
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Total Positions
49
Quarter
2026 Q1
Top Holding
DBVT (8.4%)
Top 10 Concentration
49.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-49 of 49
MPM BioImpact LLC Full Holdings List — 2026 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DBVT
DBV Technologie...
|
Healthcare | 8.41% | 2.19% |
#1
19
Prev: #20
|
8.4 |
—
|
4,216,536 | 423.0% |
P
S
|
5,213,361 | $108,907,111 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CGEM
Cullinan Therap...
|
Healthcare | 8.39% | 9.06% |
#2
1
Prev: #1
|
5.9 |
—
|
no change | no change |
P
S
|
7,648,268 | $108,681,888 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
Aktis Oncology,...
|
|
Unknown | 6.68% | — |
#3
Prev: #—
|
7.2 |
—
|
4,835,872 | — |
NEW
|
4,835,872 | $86,513,750 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
LQDA
Liquidia Corpor...
|
Healthcare | 4.10% | 5.53% |
#4
1
Prev: #3
|
2.6 |
—
|
4,289 | 0.3% |
P
S
|
1,405,158 | $53,030,663 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALMS
Alumis Inc
|
Healthcare | 4.06% | 2.68% |
#5
9
Prev: #14
|
2.6 |
—
|
-15,463 | -0.6% |
P
S
|
2,386,529 | $52,575,234 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EWTX
Edgewise Therap...
|
Healthcare | 4.04% | 4.70% |
#6
1
Prev: #5
|
2.1 |
—
|
5,440 | 0.3% |
P
S
|
1,660,696 | $52,311,924 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RVMD
Revolution Medi...
|
Healthcare | 3.81% | 4.61% |
#7
1
Prev: #6
|
2.0 |
—
|
1,104 | 0.2% |
P
S
|
506,776 | $49,283,966 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AGIO
Agios Pharmaceu...
|
Healthcare | 3.41% | 4.06% |
#8
1
Prev: #7
|
1.9 |
—
|
2,888 | 0.2% |
P
S
|
1,306,261 | $44,190,810 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CORT
Corcept Therape...
|
Healthcare | 3.07% | — |
#9
Prev: #—
|
4.7 |
—
|
985,700 | — |
NEW
|
985,700 | $39,733,567 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TRVI
Trevi Therapeut...
|
Healthcare | 3.04% | 4.71% |
#10
6
Prev: #4
|
1.7 |
—
|
11,343 | 0.3% |
P
S
|
3,298,430 | $39,350,270 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DNTH
Dianthus Therap...
|
Healthcare | 2.75% | — |
#11
Prev: #—
|
4.6 |
—
|
423,982 | — |
NEW
|
423,982 | $35,580,569 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XENE
Xenon Pharmaceu...
|
Healthcare | 2.64% | 2.49% |
#12
4
Prev: #16
|
3.6 |
—
|
103,086 | 21.2% |
P
S
|
588,706 | $34,233,254 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MLTX
MoonLake Immuno...
|
Healthcare | 2.61% | — |
#13
Prev: #—
|
4.5 |
—
|
1,811,082 | — |
NEW
|
1,811,082 | $33,758,568 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TVTX
Travere Therape...
|
Healthcare | 2.60% | — |
#14
Prev: #—
|
4.5 |
—
|
1,133,365 | — |
NEW
|
1,133,365 | $33,672,274 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EVMN
Evommune Inc
|
Healthcare | 2.58% | 0.22% |
#15
21
Prev: #36
|
4.0 |
—
|
1,342,841 | 1188.1% |
P
S
|
1,455,863 | $33,470,290 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CYTK
Cytokinetics In...
|
Healthcare | 2.54% | — |
#16
Prev: #—
|
4.5 |
—
|
500,000 | — |
NEW
|
500,000 | $32,955,000 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SNDX
Syndax Pharmace...
|
Healthcare | 2.42% | 3.22% |
#17
7
Prev: #10
|
1.5 |
—
|
3,031 | 0.2% |
P
S
|
1,340,733 | $31,319,523 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CNTX
Context Therape...
|
Healthcare | 2.16% | 1.80% |
#18
8
Prev: #26
|
1.9 |
—
|
no change | no change |
P
S
|
10,679,391 | $27,980,004 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FBRX
Forte Bioscienc...
|
Healthcare | 2.00% | — |
#19
Prev: #—
|
4.3 |
—
|
1,000,682 | — |
NEW
|
1,000,682 | $25,917,664 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PVLA
Palvella Therap...
|
Healthcare | 1.99% | 2.46% |
#20
3
Prev: #17
|
1.3 |
—
|
659 | 0.3% |
P
S
|
206,404 | $25,728,259 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DYN
Dyne Therapeuti...
|
Healthcare | 1.97% | 3.15% |
#21
10
Prev: #11
|
1.3 |
—
|
2,764 | 0.2% |
P
S
|
1,408,152 | $25,529,796 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
STOK
Stoke Therapeut...
|
Healthcare | 1.93% | 2.80% |
#22
9
Prev: #13
|
1.3 |
—
|
-3,251 | -0.4% |
P
S
|
767,038 | $24,974,757 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CRVS
Corvus Pharmace...
|
Healthcare | 1.89% | 2.42% |
#23
4
Prev: #19
|
0.8 |
—
|
-1,068,796 | -39.0% |
P
S
|
1,674,875 | $24,503,421 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RLAY
Relay Therapeut...
|
Healthcare | 1.81% | 2.16% |
#24
3
Prev: #21
|
2.7 |
—
|
127,135 | 5.7% |
P
S
|
2,359,586 | $23,477,881 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TARS
Tarsus Pharmace...
|
Healthcare | 1.79% | 3.08% |
#25
13
Prev: #12
|
1.2 |
—
|
881 | 0.3% |
P
S
|
329,750 | $23,131,963 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ORIC
Oric Pharmaceut...
|
Healthcare | 1.77% | 1.68% |
#26
3
Prev: #29
|
1.2 |
—
|
5,228 | 0.3% |
P
S
|
1,803,945 | $22,855,983 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QURE
Uniqure NV
|
Healthcare | 1.73% | 3.78% |
#27
19
Prev: #8
|
1.2 |
—
|
-12,397 | -0.9% |
P
S
|
1,369,231 | $22,386,927 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GLUE
Monte Rosa Ther...
|
Healthcare | 1.50% | 2.11% |
#28
6
Prev: #22
|
1.1 |
—
|
3,552 | 0.3% |
P
S
|
1,176,928 | $19,360,466 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NTRA
Natera Inc
|
Healthcare | 1.44% | 2.45% |
#29
11
Prev: #18
|
1.1 |
—
|
-477 | -0.5% |
P
S
|
93,074 | $18,613,869 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CLYM
Climb Bio Inc
|
Healthcare | 1.37% | 1.22% |
#30
2
Prev: #32
|
1.0 |
—
|
-78,041 | -2.9% |
P
S
|
2,593,439 | $17,765,057 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ARQT
Arcutis Biother...
|
Healthcare | 1.34% | 1.77% |
#31
4
Prev: #27
|
3.0 |
—
|
202,766 | 38.2% |
P
S
|
733,966 | $17,292,239 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
URGN
Urogen Pharma L...
|
Healthcare | 1.31% | 2.52% |
#32
17
Prev: #15
|
1.0 |
—
|
2,425 | 0.3% |
P
S
|
943,803 | $16,969,578 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DRUG
Bright Minds Bi...
|
Healthcare | 1.20% | 2.06% |
#33
10
Prev: #23
|
1.0 |
—
|
-17,972 | -7.8% |
P
S
|
212,175 | $15,482,410 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ZYME
Zymeworks, Inc.
|
Healthcare | 1.09% | — |
#34
Prev: #—
|
3.9 |
—
|
565,249 | — |
NEW
|
565,249 | $14,153,835 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BLTE
Belite Bio Inc
|
Healthcare | 1.08% | 1.61% |
#35
5
Prev: #30
|
0.9 |
—
|
285 | 0.3% |
P
S
|
88,045 | $14,037,895 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VRDN
Viridian Therap...
|
Healthcare | 0.98% | — |
#36
Prev: #—
|
3.9 |
—
|
649,873 | — |
NEW
|
649,873 | $12,711,516 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ENGN
enGene Holdings...
|
Healthcare | 0.97% | 1.90% |
#37
12
Prev: #25
|
0.9 |
—
|
4,475 | 0.2% |
P
S
|
1,845,373 | $12,566,990 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ABVX
Abivax SA
|
Healthcare | 0.92% | 0.87% |
#38
5
Prev: #33
|
3.4 |
—
|
50,952 | 90.5% |
P
S
|
107,268 | $11,944,292 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALLO
Allogene Therap...
|
Healthcare | 0.42% | — |
#39
Prev: #—
|
3.7 |
—
|
2,242,933 | — |
NEW
|
2,242,933 | $5,472,757 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ACRS
Aclaris Therape...
|
Healthcare | 0.11% | — |
#40
Prev: #—
|
3.5 |
—
|
391,918 | — |
NEW
|
391,918 | $1,469,693 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HOWL
Werewolf Therap...
|
Healthcare | 0.08% | 0.10% |
#41
3
Prev: #38
|
0.5 |
—
|
-184,747 | -13.3% |
P
S
|
1,208,810 | $1,006,455 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SRPT
Sarepta Therape...
|
Healthcare | 0.00% | 0.17% |
Sold All 😨
(Was: #37) |
0.0 |
—
|
-70,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MAZE
Maze Therapeuti...
|
Healthcare | 0.00% | 0.38% |
Sold All 😨
(Was: #35) |
0.0 |
—
|
-81,145 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RCKT
Rocket Pharmace...
|
Healthcare | 0.00% | 0.64% |
Sold All 😨
(Was: #34) |
0.0 |
—
|
-1,586,076 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RAPT
RAPT Therapeuti...
|
Healthcare | 0.00% | 1.54% |
Sold All 😨
(Was: #31) |
0.0 |
—
|
-397,906 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VTYX
Ventyx Bioscien...
|
Healthcare | 0.00% | 1.69% |
Sold All 😨
(Was: #28) |
0.0 |
—
|
-1,639,061 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PTGX
Protagonist The...
|
Healthcare | 0.00% | 1.99% |
Sold All 😨
(Was: #24) |
0.0 |
—
|
-199,471 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PTCT
PTC Therapeutic...
|
Healthcare | 0.00% | 3.74% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-430,013 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MDGL
Madrigal Pharma...
|
Healthcare | 0.00% | 6.45% |
Sold All 😨
(Was: #2) |
0.0 |
—
|
-96,780 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-49 of 49 holdings