Mpm Bioimpact LLC Top Holdings and 13F Report (2024) About Mpm Bioimpact LLCInvestment ActivityMpm Bioimpact LLC has $666.57 million in total holdings as of September 30, 2024.Mpm Bioimpact LLC owns shares of 43 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 18.29% of the portfolio was purchased this quarter.About 17.06% of the portfolio was sold this quarter.This quarter, Mpm Bioimpact LLC has purchased 44 new stocks and bought additional shares in 20 stocks.Mpm Bioimpact LLC sold shares of 7 stocks and completely divested from 11 stocks this quarter.Largest Holdings Cullinan Therapeutics $128,032,006Insmed $44,923,543Olema Pharmaceuticals $32,006,316Avidity Biosciences $31,644,622Crinetics Pharmaceuticals $26,870,680 Largest New Holdings this Quarter Rocket Pharmaceuticals $19,695,909 HoldingTwist Bioscience $13,324,937 HoldingAquestive Therapeutics $8,947,815 HoldingJanux Therapeutics $7,773,300 HoldingXenon Pharmaceuticals $6,527,546 Holding Largest Purchases this Quarter Avidity Biosciences 563,975 shares (about $25.90M)Rocket Pharmaceuticals 1,066,373 shares (about $19.70M)Twist Bioscience 294,930 shares (about $13.32M)Aquestive Therapeutics 1,796,750 shares (about $8.95M)Janux Therapeutics 171,105 shares (about $7.77M) Largest Sales this Quarter 89bio 791,736 shares (about $5.86M)REGENXBIO 507,076 shares (about $5.32M)Intellia Therapeutics 175,946 shares (about $3.62M)Ultragenyx Pharmaceutical 50,819 shares (about $2.82M)Crinetics Pharmaceuticals 31,339 shares (about $1.60M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMpm Bioimpact LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCGEMCullinan Therapeutics$128,032,0060.0%7,648,26819.2%MedicalINSMInsmed$44,923,5430.0%615,3916.7%MedicalOLMAOlema Pharmaceuticals$32,006,316$307,204 ▲1.0%2,680,5964.8%MedicalRNAAvidity Biosciences$31,644,622$25,903,372 ▲451.2%688,9754.7%MedicalCRNXCrinetics Pharmaceuticals$26,870,680$1,601,423 ▼-5.6%525,8454.0%MedicalEWTXEdgewise Therapeutics$24,479,161$4,710,919 ▲23.8%917,1663.7%MedicalIOVAIovance Biotherapeutics$22,599,044$375,600 ▲1.7%2,406,7143.4%MedicalNTRANatera$22,482,718$290,462 ▲1.3%177,0993.4%MedicalRCKTRocket Pharmaceuticals$19,695,909$19,695,909 ▲New Holding1,066,3733.0%MedicalMIRMMirum Pharmaceuticals$19,216,197$6,006 ▲0.0%492,7232.9%MedicalRAREUltragenyx Pharmaceutical$18,316,668$2,822,995 ▼-13.4%329,7332.7%MedicalITOSiTeos Therapeutics$17,826,0780.0%1,745,9432.7%MedicalMLTXMoonLake Immunotherapeutics$17,599,756$293,848 ▲1.7%349,0632.6%MedicalLNTHLantheus$16,482,475$19,975 ▲0.1%150,1822.5%MedicalMDGLMadrigal Pharmaceuticals$15,363,667$256,786 ▲1.7%72,3952.3%MedicalIRONDisc Medicine$15,319,936$299,901 ▲2.0%311,7612.3%MedicalRLAYRelay Therapeutics$14,393,930$5,370,760 ▲59.5%2,033,0412.2%MedicalTWSTTwist Bioscience$13,324,937$13,324,937 ▲New Holding294,9302.0%MedicalRVMDRevolution Medicines$13,214,582$90,473 ▲0.7%291,3912.0%MedicalGHGuardant Health$11,450,960$19,040 ▼-0.2%499,1701.7%MedicalAKROAkero Therapeutics$11,262,087$188,034 ▲1.7%392,5441.7%MedicalKALVKalVista Pharmaceuticals$10,386,276$173,445 ▲1.7%896,9151.6%MedicalCMPXCompass Therapeutics$10,381,085$1,171,727 ▲12.7%5,641,8941.6%MedicalCartesian Therapeutics Inc$10,146,299$5,959,999 ▲142.4%629,4231.5%CommonSTROSutro Biopharma$9,798,941$731,036 ▼-6.9%2,832,0641.5%MedicalAQSTAquestive Therapeutics$8,947,815$8,947,815 ▲New Holding1,796,7501.3%MedicalJANXJanux Therapeutics$7,773,300$7,773,300 ▲New Holding171,1051.2%MedicalVKTXViking Therapeutics$7,659,370$128,013 ▲1.7%120,9821.1%MedicalXENEXenon Pharmaceuticals$6,527,546$6,527,546 ▲New Holding165,8001.0%MedicalSTOKStoke Therapeutics$5,892,465$5,892,465 ▲New Holding479,4520.9%MedicalRPTXRepare Therapeutics$5,641,0810.0%1,639,8490.8%MedicalNTLAIntellia Therapeutics$5,498,296$3,615,690 ▼-39.7%267,5570.8%MedicalZNTLZentalis Pharmaceuticals$5,394,148$58,148 ▲1.1%1,465,8010.8%MedicalTRVITrevi Therapeutics$5,138,647$94,666 ▲1.9%1,538,5170.8%MedicalWVEWave Life Sciences$5,120,662$5,120,662 ▲New Holding624,4710.8%MedicalARCTArcturus Therapeutics$5,094,781$5,094,781 ▲New Holding219,5080.8%MedicalHOWLWerewolf Therapeutics$5,062,5830.0%2,388,0110.8%MedicalADAPAdaptimmune Therapeutics$4,841,1160.0%5,095,9120.7%MedicalALXOALX Oncology$4,385,949$416,776 ▲10.5%2,409,8620.7%MedicalPTCTPTC Therapeutics$3,328,427$3,328,427 ▲New Holding89,7150.5%MedicalETNB89bio$2,442,000$5,858,846 ▼-70.6%330,0000.4%MedicalRGNXREGENXBIO$524,500$5,319,227 ▼-91.0%50,0000.1%MedicalSLDBSolid Biosciences$80,280$80,280 ▲New Holding11,5180.0%MedicalALKSAlkermes$0$13,437,100 ▼-100.0%00.0%MedicalMORFMorphic$0$12,584,913 ▼-100.0%00.0%MedicalAVDLAvadel Pharmaceuticals$0$11,012,383 ▼-100.0%00.0%MedicalXERSXeris Biopharma$0$10,868,684 ▼-100.0%00.0%MedicalAXSMAxsome Therapeutics$0$10,651,116 ▼-100.0%00.0%MedicalHLVXHilleVax$0$9,327,929 ▼-100.0%00.0%MedicalFULCFulcrum Therapeutics$0$8,958,076 ▼-100.0%00.0%MedicalSRRKScholar Rock$0$8,565,989 ▼-100.0%00.0%MedicalIMTXImmatics$0$4,854,952 ▼-100.0%00.0%MedicalVERVVerve Therapeutics$0$3,114,235 ▼-100.0%00.0%MedicalALLKAllakos$0$344,900 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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