Mpm Bioimpact LLC Top Holdings and 13F Report (2025) About Mpm Bioimpact LLCInvestment ActivityMpm Bioimpact LLC has $704.36 million in total holdings as of December 31, 2024.Mpm Bioimpact LLC owns shares of 47 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 28.32% of the portfolio was purchased this quarter.About 10.00% of the portfolio was sold this quarter.This quarter, Mpm Bioimpact LLC has purchased 43 new stocks and bought additional shares in 21 stocks.Mpm Bioimpact LLC sold shares of 11 stocks and completely divested from 7 stocks this quarter.Largest Holdings Cullinan Therapeutics $93,155,904Crinetics Pharmaceuticals $31,549,000Edgewise Therapeutics $28,817,737Insmed $26,898,743Natera $25,427,096 Largest New Holdings this Quarter Zai Lab $20,952,000 HoldingScholar Rock $17,985,744 HoldingContext Therapeutics $15,441,176 HoldingReplimune Group $11,504,500 HoldingNuvation Bio $11,076,713 Holding Largest Purchases this Quarter Zai Lab 800,000 shares (about $20.95M)Scholar Rock 416,144 shares (about $17.99M)PTC Therapeutics 345,052 shares (about $15.58M)Context Therapeutics 14,705,882 shares (about $15.44M)Replimune Group 950,000 shares (about $11.50M) Largest Sales this Quarter Insmed 225,780 shares (about $15.59M)Natera 16,473 shares (about $2.61M)MoonLake Immunotherapeutics 33,833 shares (about $1.83M)ALX Oncology 1,018,428 shares (about $1.70M)Guardant Health 46,431 shares (about $1.42M) 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$93,155,9040.0%7,648,26813.2%MedicalCRNXCrinetics Pharmaceuticals$31,549,000$4,662,545 ▲17.3%617,0354.5%MedicalEWTXEdgewise Therapeutics$28,817,737$4,329,405 ▲17.7%1,079,3164.1%MedicalINSMInsmed$26,898,743$15,587,851 ▼-36.7%389,6113.8%MedicalNTRANatera$25,427,096$2,607,676 ▼-9.3%160,6263.6%MedicalMIRMMirum Pharmaceuticals$24,379,092$4,004,996 ▲19.7%589,5793.5%MedicalIRONDisc Medicine$21,961,823$2,196,176 ▲11.1%346,4013.1%MedicalLNTHLantheus$21,131,615$7,696,333 ▲57.3%236,2133.0%MedicalZLABZai Lab$20,952,000$20,952,000 ▲New Holding800,0003.0%MedicalRNAAvidity Biosciences$20,442,687$407,294 ▲2.0%702,9812.9%MedicalIOVAIovance Biotherapeutics$19,786,897$1,977,213 ▲11.1%2,673,9052.8%MedicalPTCTPTC Therapeutics$19,625,382$15,575,647 ▲384.6%434,7672.8%MedicalWVEWave Life Sciences$18,421,862$10,697,156 ▲138.5%1,489,2372.6%MedicalSRRKScholar Rock$17,985,744$17,985,744 ▲New Holding416,1442.6%MedicalMLTXMoonLake Immunotherapeutics$17,069,705$1,832,057 ▼-9.7%315,2302.4%MedicalOLMAOlema Pharmaceuticals$16,980,167$1,352,292 ▲8.7%2,912,5502.4%MedicalRAREUltragenyx Pharmaceutical$16,450,127$2,578,260 ▲18.6%391,0182.3%MedicalCNTXContext Therapeutics$15,441,176$15,441,176 ▲New Holding14,705,8822.2%MedicalGHGuardant Health$13,831,176$1,418,467 ▼-9.3%452,7392.0%MedicalRVMDRevolution Medicines$13,726,356$980,913 ▲7.7%313,8171.9%MedicalITOSiTeos Therapeutics$13,408,8420.0%1,745,9431.9%MedicalCartesian Therapeutics Inc$12,915,599$1,642,633 ▲14.6%721,1391.8%CommonRCKTRocket Pharmaceuticals$12,828,427$575,882 ▼-4.3%1,020,5591.8%MedicalAKROAkero Therapeutics$12,814,365$1,893,791 ▲17.3%460,6171.8%MedicalTRVITrevi Therapeutics$12,750,972$6,412,282 ▲101.2%3,094,8961.8%MedicalTWSTTwist Bioscience$12,430,586$1,274,812 ▼-9.3%267,4971.8%MedicalCMPXCompass Therapeutics$12,423,449$4,242,703 ▲51.9%8,567,8961.8%MedicalJANXJanux Therapeutics$12,314,200$3,153,238 ▲34.4%230,0001.7%MedicalREPLReplimune Group$11,504,500$11,504,500 ▲New Holding950,0001.6%MedicalNUVBNuvation Bio$11,076,713$11,076,713 ▲New Holding4,164,1781.6%MedicalVERAVera Therapeutics$10,901,855$10,901,855 ▲New Holding257,7881.5%MedicalIDYAIDEAYA Biosciences$10,640,700$10,640,700 ▲New Holding414,0351.5%MedicalRLAYRelay Therapeutics$9,347,559$971,430 ▲11.6%2,268,8251.3%MedicalUTHRUnited Therapeutics$8,115,320$8,115,320 ▲New Holding23,0001.2%MedicalARCTArcturus Therapeutics$7,805,233$4,080,182 ▲109.5%459,9431.1%MedicalXENEXenon Pharmaceuticals$7,730,710$1,231,350 ▲18.9%197,2121.1%MedicalSTOKStoke Therapeutics$7,564,661$2,276,305 ▲43.0%685,8261.1%MedicalAQSTAquestive Therapeutics$5,738,125$658,304 ▼-10.3%1,611,8330.8%MedicalAXSMAxsome Therapeutics$4,230,500$4,230,500 ▲New Holding50,0000.6%MedicalSTROSutro Biopharma$3,974,514$1,236,484 ▼-23.7%2,160,0620.6%MedicalHOWLWerewolf Therapeutics$3,534,2560.0%2,388,0110.5%MedicalDSGNDesign Therapeutics$3,452,405$3,452,405 ▲New Holding559,5470.5%MedicalZNTLZentalis Pharmaceuticals$3,353,759$1,087,619 ▼-24.5%1,106,8510.5%MedicalVERUVeru$2,787,630$2,787,630 ▲New Holding4,285,3650.4%MedicalADAPAdaptimmune Therapeutics$2,746,6970.0%5,095,9120.4%MedicalALXOALX Oncology$2,323,695$1,700,775 ▼-42.3%1,391,4340.3%MedicalRPTXRepare Therapeutics$1,612,812$535,391 ▼-24.9%1,231,1540.2%MedicalMDGLMadrigal Pharmaceuticals$0$15,363,667 ▼-100.0%00.0%MedicalKALVKalVista Pharmaceuticals$0$10,386,276 ▼-100.0%00.0%MedicalVKTXViking Therapeutics$0$7,659,370 ▼-100.0%00.0%MedicalNTLAIntellia Therapeutics$0$5,498,296 ▼-100.0%00.0%MedicalETNB89bio$0$2,442,000 ▼-100.0%00.0%MedicalRGNXREGENXBIO$0$524,500 ▼-100.0%00.0%MedicalSLDBSolid Biosciences$0$80,280 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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