Q4 2025 · 13F-HR
MPM BioImpact LLCholdings as filed
Filed 2026-02-17 · accession 0001193125-26-054813
$874.0M
Reported value
38
Positions
2025-12-31
Period end
The Brief · MPM BioImpact LLC · Q4 2025
AI · grounded in 13F
MPM BioImpact LLC closed its position in Avidity Biosciences Inc RNAGBP, reducing exposure by $33.1M. The fund established new positions in Agios Pharmaceuticals Inc AGIO for $35.5M and Uniqure NV for $33.1M. Additionally, the fund increased its stake in Liquidia Corp LQDA by 600.4%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 230031106 | CGEM | Cullinan Therapeutics, Inc. | $79.2M | 9.06% | 7,648,268 | Common | SOLE |
| 558868105 | MDGL | Madrigal Pharmaceuticals Inc | $56.4M | 6.45% | 96,780 | Common | SOLE |
| 53635D202 | LQDA | Liquidia Corp | $48.3M | 5.53% | 1,400,869 | Common | SOLE |
| 89532M101 | TRVI | Trevi Therapeutics Inc | $41.2M | 4.71% | 3,287,087 | Common | SOLE |
| 28036F105 | EWTX | Edgewise Therapeutics Inc | $41.1M | 4.70% | 1,655,256 | Common | SOLE |
| 76155X100 | RVMD | Revolution Medicines, Inc. | $40.3M | 4.61% | 505,672 | Common | SOLE |
| 00847X104 | AGIO | Agios Pharmaceuticals Inc | $35.5M | 4.06% | 1,303,373 | Common | SOLE |
| N90064101 | QURE | Uniqure NV | $33.1M | 3.78% | 1,381,628 | Common | SOLE |
| 69366J200 | PTCT | PTC Therapeutics Inc | $32.7M | 3.74% | 430,013 | Common | SOLE |
| 87164F105 | SNDX | Syndax Pharmaceuticals Inc | $28.1M | 3.22% | 1,337,702 | Common | SOLE |
| 26818M108 | DYN | Dyne Therapeutics, Inc. | $27.5M | 3.15% | 1,405,388 | Common | SOLE |
| 87650L103 | TARS | Tarsus Pharmaceuticals Inc | $26.9M | 3.08% | 328,869 | Common | SOLE |
| 86150R107 | STOK | Stoke Therapeutics Inc | $24.4M | 2.80% | 770,289 | Common | SOLE |
| 022307102 | ALMS | Alumis Inc | $23.4M | 2.68% | 2,401,992 | Common | SOLE |
| M96088105 | URGN | Urogen Pharma Ltd | $22.0M | 2.52% | 941,378 | Common | SOLE |
| 98420N105 | XENE | Xenon Pharmaceuticals Inc | $21.8M | 2.49% | 485,620 | Common | SOLE |
| 697947109 | PVLA | Palvella Therapeutics Inc | $21.5M | 2.46% | 205,745 | Common | SOLE |
| 632307104 | NTRA | Natera Inc | $21.4M | 2.45% | 93,551 | Common | SOLE |
| 221015100 | CRVS | Corvus Pharmaceuticals Inc | $21.1M | 2.42% | 2,743,671 | Common | SOLE |
| 23306J309 | DBVT | DBV Technologies S A | $19.1M | 2.19% | 996,825 | Common | SOLE |
| 75943R102 | RLAY | Relay Therapeutics Inc. | $18.9M | 2.16% | 2,232,451 | Common | SOLE |
| 61225M102 | GLUE | Monte Rosa Therapeutics Inc | $18.4M | 2.11% | 1,173,376 | Common | SOLE |
| 10919W405 | DRUG | Bright Minds Biosciences Inc | $18.0M | 2.06% | 230,147 | Common | SOLE |
| 74366E102 | PTGX | Protagonist Therapeutics Inc | $17.4M | 1.99% | 199,471 | Common | SOLE |
| 29286M105 | — | enGene Holdings, Inc. | $16.6M | 1.90% | 1,840,898 | Common | SOLE |
| 21077P108 | CNTX | Context Therapeutics Inc | $15.7M | 1.80% | 10,679,391 | Common | SOLE |
| 03969K108 | ARQT | Arcutis Biotherapeutics Inc | $15.4M | 1.77% | 531,200 | Common | SOLE |
| 92332V107 | VTYXUSD | Ventyx Biosciences Inc | $14.8M | 1.69% | 1,639,061 | Common | SOLE |
| 68622P109 | ORIC | Oric Pharmaceuticals Inc | $14.7M | 1.68% | 1,798,717 | Common | SOLE |
| 07782B104 | BLTE | Belite Bio Inc | $14.0M | 1.61% | 87,760 | Common | SOLE |
| 75382E208 | RAPT | RAPT Therapeutics Inc | $13.5M | 1.54% | 397,906 | Common | SOLE |
| 28658R106 | CLYM | Climb Bio Inc | $10.7M | 1.22% | 2,671,480 | Common | SOLE |
| 00370M103 | ABVX | Abivax SA | $7.6M | 0.87% | 56,316 | Common | SOLE |
| 77313F106 | RCKT | Rocket Pharmaceuticals, Inc. | $5.6M | 0.64% | 1,586,076 | Common | SOLE |
| 578784100 | MAZE | Maze Therapeutics Inc | $3.4M | 0.38% | 81,145 | Common | SOLE |
| 30054Y107 | EVMN | Evommune Inc | $1.9M | 0.22% | 113,022 | Common | SOLE |
| 803607100 | SRPT | Sarepta Therapeutics Inc | $1.5M | 0.17% | 70,000 | Common | SOLE |
| 95075A107 | HOWL | Werewolf Therapeutics, Inc. | $883,515 | 0.10% | 1,393,557 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.