☆MPM BioImpact LLC
Quality Q
0.293
AUM ($M)
1,640
Positions
37
Turnover
0.31
Top-10 wt
55%
Herfindahl
0.046
History (qtrs)
6
Excess Return
—
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Holdings · 48 positions · portfolio value $1,640M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆CGEM funds › | Cullinan Therapeutics, Inc. | ADD | — | 10.8% | +2.4% | 177.2 | 9,731,341 | +2,083,073 | 5 | — |
| ☆AKTS funds › | Aktis Oncology, Inc. | HOLD | — | 9.5% | +2.8% | 155.9 | 4,835,872 | +0 | 2 | — |
| ☆LQDA funds › | Liquidia Corporation | TRIM | — | 6.7% | +2.6% | 110.5 | 1,386,174 | -18,984 | 4 | — |
| ☆RVMD funds › | Revolution Medicines, Inc. | TRIM | — | 5.6% | +1.8% | 92.2 | 492,483 | -14,293 | 5 | — |
| ☆CORT funds › | Corcept Therapeutics, Inc. | TRIM | — | 4.1% | +1.0% | 67.0 | 771,028 | -214,672 | 2 | — |
| ☆EWTX funds › | Edgewise Therapeutics Inc | TRIM | — | 4.0% | -0.0% | 65.9 | 1,620,780 | -39,916 | 5 | — |
| ☆TVTX funds › | Travere Therapeutics Inc | TRIM | — | 3.9% | +1.3% | 63.8 | 1,122,731 | -10,634 | 2 | — |
| ☆DBVT funds › | DBV Technologies S A | TRIM | — | 3.7% | -4.7% | 60.1 | 3,666,284 | -1,547,077 | 5 | — |
| ☆TRVI funds › | Trevi Therapeutics Inc | TRIM | — | 3.5% | +0.5% | 57.3 | 3,073,577 | -224,853 | 5 | — |
| ☆ALMS funds › | Alumis Inc | TRIM | — | 3.5% | -0.6% | 56.8 | 2,019,020 | -367,509 | 3 | — |
| ☆QURE funds › | Uniqure NV | TRIM | — | 3.4% | +1.7% | 56.5 | 1,225,855 | -143,376 | 3 | — |
| ☆RARE funds › | Ultragenyx Pharmaceuticals, Inc. | NEW | — | 2.9% | +2.9% | 47.4 | 1,418,215 | +1,418,215 | 1 | — |
| ☆RLAY funds › | Relay Therapeutics Inc. | ADD | — | 2.8% | +0.9% | 45.2 | 2,415,672 | +56,086 | 5 | — |
| ☆ABVX funds › | Abivax SA | ADD | — | 2.7% | +1.8% | 44.8 | 336,347 | +229,079 | 3 | — |
| ☆DYN funds › | Dyne Therapeutics, Inc. | ADD | — | 2.6% | +0.6% | 42.7 | 1,922,093 | +513,941 | 5 | — |
| ☆DNTH funds › | Dianthus Therapeutics Inc | TRIM | — | 2.5% | -0.3% | 40.9 | 420,002 | -3,980 | 2 | — |
| ☆BIOA funds › | BIOAGE Labs Inc | NEW | — | 2.5% | +2.5% | 40.9 | 1,667,661 | +1,667,661 | 1 | — |
| ☆URGN funds › | Urogen Pharma Ltd | TRIM | — | 2.1% | +0.8% | 34.3 | 933,415 | -10,388 | 4 | — |
| ☆MLTX funds › | MoonLake Immunotherapeutics | TRIM | — | 1.9% | -0.7% | 31.3 | 1,606,967 | -204,115 | 2 | — |
| ☆PVLA funds › | Palvella Therapeutics Inc | TRIM | — | 1.9% | -0.1% | 31.2 | 204,027 | -2,377 | 4 | — |
| ☆TSHA funds › | Taysha Gene Therapies, Inc. | NEW | — | 1.9% | +1.9% | 30.6 | 4,500,000 | +4,500,000 | 1 | — |
| ☆SNDX funds › | Syndax Pharmaceuticals Inc | TRIM | — | 1.8% | -0.6% | 29.2 | 1,333,523 | -7,210 | 4 | — |
| ☆GLUE funds › | Monte Rosa Therapeutics Inc | TRIM | — | 1.7% | +0.2% | 28.1 | 1,161,081 | -15,847 | 3 | — |
| ☆ZURA funds › | Zura Bio Ltd. | NEW | — | 1.6% | +1.6% | 26.4 | 4,472,843 | +4,472,843 | 1 | — |
| ☆NTRA funds › | Natera Inc | TRIM | — | 1.5% | +0.1% | 25.1 | 92,638 | -436 | 5 | — |
| ☆STOK funds › | Stoke Therapeutics Inc | TRIM | — | 1.4% | -0.5% | 23.7 | 723,314 | -43,724 | 5 | — |
| ☆ANL funds › | Adlai Nortye Ltd | NEW | — | 1.4% | +1.4% | 22.3 | 1,936,291 | +1,936,291 | 1 | — |
| ☆BLTE funds › | Belite Bio Inc | ADD | — | 1.3% | +0.2% | 21.1 | 137,208 | +49,163 | 3 | — |
| ☆FBRX funds › | Forte Biosciences, Inc. | TRIM | — | 1.3% | -0.7% | 21.0 | 987,448 | -13,234 | 2 | — |
| ☆ORIC funds › | Oric Pharmaceuticals Inc | ADD | — | 1.2% | -0.5% | 20.4 | 1,882,162 | +78,217 | 5 | — |
| ☆TARS funds › | Tarsus Pharmaceuticals Inc | TRIM | — | 1.2% | -0.6% | 20.3 | 322,007 | -7,743 | 5 | — |
| ☆ANNX funds › | Annexon Inc | NEW | — | 1.2% | +1.2% | 20.2 | 3,544,354 | +3,544,354 | 1 | — |
| ☆DRUG funds › | Bright Minds Biosciences Inc | TRIM | — | 0.9% | -0.3% | 14.2 | 202,114 | -10,061 | 3 | — |
| ☆TRDA funds › | Entrada Therapeutics, Inc. | NEW | — | 0.6% | +0.6% | 9.2 | 1,253,053 | +1,253,053 | 1 | — |
| ☆ACRS funds › | Aclaris Therapeutics Inc | ADD | — | 0.3% | +0.2% | 5.5 | 1,042,467 | +650,549 | 2 | — |
| ☆CNTX funds › | Context Therapeutics Inc | TRIM | — | 0.0% | -2.1% | 0.7 | 1,299,046 | -9,380,345 | 5 | — |
| ☆HOWL funds › | Werewolf Therapeutics, Inc. | TRIM | — | 0.0% | -0.1% | 0.0 | 80,142 | -1,128,668 | 5 | — |
| ☆AGIO funds › | Agios Pharmaceuticals Inc | EXIT | — | 0.0% | -3.4% | 0.0 | 0 | -1,306,261 | 0 | — |
| ☆CLYM funds › | Climb Bio Inc | EXIT | — | 0.0% | -1.4% | 0.0 | 0 | -2,593,439 | 0 | — |
| ☆CRVS funds › | Corvus Pharmaceuticals Inc | EXIT | — | 0.0% | -1.9% | 0.0 | 0 | -1,674,875 | 0 | — |
| ☆CYTK funds › | Cytokinetics Inc | EXIT | — | 0.0% | -2.5% | 0.0 | 0 | -500,000 | 0 | — |
| ☆XENE funds › | Xenon Pharmaceuticals Inc | EXIT | — | 0.0% | -2.6% | 0.0 | 0 | -588,706 | 0 | — |
| ☆ARQT funds › | Arcutis Biotherapeutics Inc | EXIT | — | 0.0% | -1.3% | 0.0 | 0 | -733,966 | 0 | — |
| ☆ZYME funds › | Zymeworks, Inc. | EXIT | — | 0.0% | -1.1% | 0.0 | 0 | -565,249 | 0 | — |
| ☆VRDN funds › | Viridian Therapeutics Inc | EXIT | — | 0.0% | -1.0% | 0.0 | 0 | -649,873 | 0 | — |
| ☆CUSIP:29286M105 funds › | enGene Holdings, Inc. | EXIT | — | 0.0% | -1.0% | 0.0 | 0 | -1,845,373 | 0 | — |
| ☆ALLO funds › | Allogene Therapeutics, Inc. | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -2,242,933 | 0 | — |
| ☆EVMN funds › | Evommune Inc | EXIT | — | 0.0% | -2.6% | 0.0 | 0 | -1,455,863 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 1,640 | 37 | 0.31 | 55% | 0.046 | 0.292 | — | in |
| 2026Q1 | 1,295 | 41 | 0.36 | 49% | 0.038 | 0.175 | — | in |
| 2025Q4 | 874 | 38 | 0.43 | 50% | 0.039 | 0.064 | — | in |
| 2025Q3 | 611 | 40 | 0.25 | 49% | 0.037 | 0.203 | — | in |
| 2025Q2 | 577 | 44 | 0.20 | 45% | 0.035 | 0.281 | — | entered |
| 2025Q1 | 582 | 43 | 0.00 | 48% | 0.037 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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