MPM BioImpact LLC ZLAB β€” Zai Lab Ltd

Ownership history in MPM BioImpact LLC  Β·  4 quarters on record

AI Ownership Summary

MPM BioImpact LLC reported Zai Lab Ltd (ZLAB) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 5.18% in 2025 Q1. The latest visible filing shows ZLAB at 4.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ZLAB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MPM BioImpact LLC's position in Zai Lab Ltd, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ZLAB was reported at 4.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.18% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ZLAB stock page MPM BioImpact LLC fund profile MPM BioImpact LLC full holdings
How MPM BioImpact LLC held ZLAB β€” position size vs. price
% of Fund (quarterly)    ZLAB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 745,060 β€” 0% 4.13% $25.3M 2025-11-14 $21.75
2025 Q2 REDUCED 10.6% -5.8% βœ… 745,060 -88,599 -10.6% 4.51% $26.1M 2025-08-14 $34.93
2025 Q1 ADDED β€” β€” β€” 833,659 +33,659 +4.2% 5.18% $30.1M 2025-05-15 $28.75
2024 Q4 INITIATED β€” β€” β€” 800,000 β€” β€” 2.97% $21.0M 2025-02-14 $29.00

🏒 Other funds also holding ZLAB

As of 2026 Q1 β€” sorted by position size

NAN FUNG TRINITY (HK) Ltd 3Y 0.72% Privium Fund Management B.V. 3Y 0.52% C WorldWide Group Holding A/S 3Y 7Y 0.21% Legacy Wealth Asset Management, LLC 3Y 0.11% NJ State Employees Deferred Compensation Plan 3Y 7Y 0.04% WealthPlan Investment Management, LLC 3Y 0.04% China Universal Asset Management Co., Ltd. 3Y 0.01% ALPS ADVISORS INC 3Y 7Y 0.01% Walleye Capital LLC 3Y 7Y 0.01% Aberdeen Group plc 3Y 7Y 0.01%

FAQ About MPM BioImpact LLC and ZLAB

These are the practical questions this page is built to answer before you even open the full history table.

How long has MPM BioImpact LLC reported owning ZLAB?

MPM BioImpact LLC reported ZLAB across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported ZLAB position in MPM BioImpact LLC's portfolio?

The largest reported portfolio weight for ZLAB was 5.18% in 2025 Q1.

What is the latest reported ZLAB position on this page?

The most recent filing on this page is 2025 Q3, when MPM BioImpact LLC reported 745,060 shares, equal to 4.13% of portfolio, with an estimated market value of $25.3M.

What does the chart on this ZLAB ownership page compare?

The chart compares MPM BioImpact LLC's quarterly ZLAB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MPM BioImpact LLC time their ZLAB position?

Based on 13F filing dates vs. subsequent ZLAB price moves, MPM BioImpact LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on ZLAB relative to SPY over the holding period was -40.9%.

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