§ 13F · FUND PROFILE
MPM BIOIMPACT LLC.
AUM · $1.6B (13F)Positions · 37Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$197M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CGEM | Cullinan Therapeutics, Inc. | 9.73M | $177M | 10.8% | +27% |
| 2 | AKTS | Aktis Oncology, Inc. | 4.84M | $156M | 9.5% | ±0% |
| 3 | LQDA | Liquidia Corporation | 1.39M | $111M | 6.7% | −1% |
| 4 | RVMD | Revolution Medicines, Inc. | 492K | $92M | 5.6% | −3% |
| 5 | CORT | Corcept Therapeutics, Inc. | 771K | $67M | 4.1% | −22% |
| 6 | EWTX | Edgewise Therapeutics Inc | 1.62M | $66M | 4.0% | −2% |
| 7 | TVTX | Travere Therapeutics Inc | 1.12M | $64M | 3.9% | −1% |
| 8 | DBVT | DBV Technologies S A | 3.67M | $60M | 3.7% | −30% |
| 9 | TRVI | Trevi Therapeutics Inc | 3.07M | $57M | 3.5% | −7% |
| 10 | ALMS | Alumis Inc | 2.02M | $57M | 3.5% | −15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MPM SIGNAL
AC read
MPM BIOIMPACT LLC is a Other fund managing $1.6 billion in assets. The fund runs a portfolio of 37 positions.
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