Q1 2026 · 13F-HR
MPM BioImpact LLCholdings as filed
Filed 2026-05-15 · accession 0001193125-26-226995
The Brief · MPM BioImpact LLC · Q1 2026
AI · grounded in 13F
MPM BioImpact LLC closed its position in Madrigal Pharmaceuticals Inc MDGL, reducing exposure by $56.4M. The fund established several new positions, most notably in Aktis Oncology, Inc. AKTS with an investment of $86.5M and Corcept Therapeutics, Inc. CORT at $39.7M. Other significant activity included new stakes in Dianthus Therapeutics Inc DNTH and MoonLake Immunotherapeutics MLTX, alongside a 423% increase in shares of DBV Technologies S A.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 23306J309 | DBVT | DBV Technologies S A | $108.9M | 8.41% | 5,213,361 | Common | SOLE |
| 230031106 | CGEM | Cullinan Therapeutics, Inc. | $108.7M | 8.39% | 7,648,268 | Common | SOLE |
| 01021M104 | AKTS | Aktis Oncology, Inc. | $86.5M | 6.68% | 4,835,872 | Common | SOLE |
| 53635D202 | LQDA | Liquidia Corporation | $53.0M | 4.10% | 1,405,158 | Common | SOLE |
| 022307102 | ALMS | Alumis Inc | $52.6M | 4.06% | 2,386,529 | Common | SOLE |
| 28036F105 | EWTX | Edgewise Therapeutics Inc | $52.3M | 4.04% | 1,660,696 | Common | SOLE |
| 76155X100 | RVMD | Revolution Medicines, Inc. | $49.3M | 3.81% | 506,776 | Common | SOLE |
| 00847X104 | AGIO | Agios Pharmaceuticals Inc | $44.2M | 3.41% | 1,306,261 | Common | SOLE |
| 218352102 | CORT | Corcept Therapeutics, Inc. | $39.7M | 3.07% | 985,700 | Common | SOLE |
| 89532M101 | TRVI | Trevi Therapeutics Inc | $39.4M | 3.04% | 3,298,430 | Common | SOLE |
| 252828108 | DNTH | Dianthus Therapeutics Inc | $35.6M | 2.75% | 423,982 | Common | SOLE |
| 98420N105 | XENE | Xenon Pharmaceuticals Inc | $34.2M | 2.64% | 588,706 | Common | SOLE |
| 61559X104 | MLTX | MoonLake Immunotherapeutics | $33.8M | 2.61% | 1,811,082 | Common | SOLE |
| 89422G107 | TVTX | Travere Therapeutics Inc | $33.7M | 2.60% | 1,133,365 | Common | SOLE |
| 30054Y107 | EVMN | Evommune Inc | $33.5M | 2.58% | 1,455,863 | Common | SOLE |
| 23282W605 | CYTK | Cytokinetics Inc | $33.0M | 2.54% | 500,000 | Common | SOLE |
| 87164F105 | SNDX | Syndax Pharmaceuticals Inc | $31.3M | 2.42% | 1,340,733 | Common | SOLE |
| 21077P108 | CNTX | Context Therapeutics Inc | $28.0M | 2.16% | 10,679,391 | Common | SOLE |
| 34962G208 | FBRX | Forte Biosciences, Inc. | $25.9M | 2.00% | 1,000,682 | Common | SOLE |
| 697947109 | PVLA | Palvella Therapeutics Inc | $25.7M | 1.99% | 206,404 | Common | SOLE |
| 26818M108 | DYN | Dyne Therapeutics, Inc. | $25.5M | 1.97% | 1,408,152 | Common | SOLE |
| 86150R107 | STOK | Stoke Therapeutics Inc | $25.0M | 1.93% | 767,038 | Common | SOLE |
| 221015100 | CRVS | Corvus Pharmaceuticals Inc | $24.5M | 1.89% | 1,674,875 | Common | SOLE |
| 75943R102 | RLAY | Relay Therapeutics Inc. | $23.5M | 1.81% | 2,359,586 | Common | SOLE |
| 87650L103 | TARS | Tarsus Pharmaceuticals Inc | $23.1M | 1.79% | 329,750 | Common | SOLE |
| 68622P109 | ORIC | Oric Pharmaceuticals Inc | $22.9M | 1.77% | 1,803,945 | Common | SOLE |
| N90064101 | QURE | Uniqure NV | $22.4M | 1.73% | 1,369,231 | Common | SOLE |
| 61225M102 | GLUE | Monte Rosa Therapeutics Inc | $19.4M | 1.50% | 1,176,928 | Common | SOLE |
| 632307104 | NTRA | Natera Inc | $18.6M | 1.44% | 93,074 | Common | SOLE |
| 28658R106 | CLYM | Climb Bio Inc | $17.8M | 1.37% | 2,593,439 | Common | SOLE |
| 03969K108 | ARQT | Arcutis Biotherapeutics Inc | $17.3M | 1.34% | 733,966 | Common | SOLE |
| M96088105 | URGN | Urogen Pharma Ltd | $17.0M | 1.31% | 943,803 | Common | SOLE |
| 10919W405 | DRUG | Bright Minds Biosciences Inc | $15.5M | 1.20% | 212,175 | Common | SOLE |
| 98985Y108 | ZYME | Zymeworks, Inc. | $14.2M | 1.09% | 565,249 | Common | SOLE |
| 07782B104 | BLTE | Belite Bio Inc | $14.0M | 1.08% | 88,045 | Common | SOLE |
| 92790C104 | VRDN | Viridian Therapeutics Inc | $12.7M | 0.98% | 649,873 | Common | SOLE |
| 29286M105 | — | enGene Holdings, Inc. | $12.6M | 0.97% | 1,845,373 | Common | SOLE |
| 00370M103 | ABVX | Abivax SA | $11.9M | 0.92% | 107,268 | Common | SOLE |
| 019770106 | ALLO | Allogene Therapeutics, Inc. | $5.5M | 0.42% | 2,242,933 | Common | SOLE |
| 00461U105 | ACRS | Aclaris Therapeutics Inc | $1.5M | 0.11% | 391,918 | Common | SOLE |
| 95075A107 | HOWL | Werewolf Therapeutics, Inc. | $1.0M | 0.08% | 1,208,810 | 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.