Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MPM BIOIMPACT LLC (CIK 1687078) reported $1.29B across 39 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DBVT ($108.9M, 8.41%), CGEM ($108.7M, 8.39%), ($86.5M, 6.68%), LQDA ($53.0M, 4.10%), ALMS ($52.6M, 4.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DBVT | DBV Technologies S A | $108.9M | 8.41% | 5.2M | Added |
| 2 | CGEM | Cullinan Therapeutics, Inc. | $108.7M | 8.39% | 7.6M | Hold |
| 3 | Aktis Oncology, Inc. | $86.5M | 6.68% | 4.8M | New | |
| 4 | LQDA | Liquidia Corporation | $53.0M | 4.10% | 1.4M | Added |
| 5 | ALMS | Alumis Inc | $52.6M | 4.06% | 2.4M | Trimmed |
| 6 | EWTX | Edgewise Therapeutics Inc | $52.3M | 4.04% | 1.7M | Added |
| 7 | RVMD | Revolution Medicines, Inc. | $49.3M | 3.81% | 506,776 | Added |
| 8 | AGIO | Agios Pharmaceuticals Inc | $44.2M | 3.41% | 1.3M | Added |
| 9 | CORT | Corcept Therapeutics, Inc. | $39.7M | 3.07% | 985,700 | New |
| 10 | TRVI | Trevi Therapeutics Inc | $39.4M | 3.04% | 3.3M | Added |
| 11 | DNTH | Dianthus Therapeutics Inc | $35.6M | 2.75% | 423,982 | New |
| 12 | XENE | Xenon Pharmaceuticals Inc | $34.2M | 2.64% | 588,706 | Added |
| 13 | MLTX | MoonLake Immunotherapeutics | $33.8M | 2.61% | 1.8M | New |
| 14 | TVTX | Travere Therapeutics Inc | $33.7M | 2.60% | 1.1M | New |
| 15 | Evommune Inc | $33.5M | 2.58% | 1.5M | Added | |
| 16 | CYTK | Cytokinetics Inc | $33.0M | 2.54% | 500,000 | New |
| 17 | SNDX | Syndax Pharmaceuticals Inc | $31.3M | 2.42% | 1.3M | Added |
| 18 | CNTX | Context Therapeutics Inc | $28.0M | 2.16% | 10.7M | Hold |
| 19 | FBRX | Forte Biosciences, Inc. | $25.9M | 2.00% | 1.0M | New |
| 20 | PVLA | Palvella Therapeutics Inc | $25.7M | 1.99% | 206,404 | Added |
| 21 | DYN | Dyne Therapeutics, Inc. | $25.5M | 1.97% | 1.4M | Added |
| 22 | STOK | Stoke Therapeutics Inc | $25.0M | 1.93% | 767,038 | Trimmed |
| 23 | CRVS | Corvus Pharmaceuticals Inc | $24.5M | 1.89% | 1.7M | Trimmed |
| 24 | RLAY | Relay Therapeutics Inc. | $23.5M | 1.81% | 2.4M | Added |
| 25 | TARS | Tarsus Pharmaceuticals Inc | $23.1M | 1.79% | 329,750 | Added |
Source: SEC Form 13F filings · as of 2026-03-31