Ownership history in MPM BioImpact LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which MPM BioImpact LLC reported a position in Ultragenyx Pharmaceutical Inc (RARE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MPM BioImpact LLC underperformed the S&P 500 by β34.2% annually on this RARE position. Timing score: 80% (4/5 decisions correct). Average cost basis: $41.21. Maximum drawdown during holding period: β45.9%.
β Significantly underperformed the S&P 500 by 34.2% ann.
5 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 5 add/trim decisions correct
Best entry: $36.21 (2025 Q1) Β· Worst: $42.07 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 2 trims. Bought during 2 of 3 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.95% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size