StockDrifts LogoStockDrifts

MPM BioImpact LLC

Portfolio Manager
MPM BioImpact LLC
Performance
+13.84% (2026 Q1)
AUM (13F)
$1.29B
# of Holdings
41
Performance Rank
Allocation (Top 20)
73.3%

MPM BioImpact LLC Holdings Map

Top 41 MPM BioImpact LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DBVT
DBV Technologies S A
8.41%5.21M$108.9M
+423.00%(+4.22M)
2025-Q1: 0 shares2025-Q2: 1.05M shares2025-Q3: 1.05M shares2025-Q4: 996.8K shares2026-Q1: 5.21M shares
$17.67(-10.46%)
2026-03-31
CGEM
Cullinan Therapeutics, Inc.
8.39%7.65M$108.7M
+0.00%(+0)
2025-Q1: 7.65M shares2025-Q2: 7.65M shares2025-Q3: 7.65M shares2025-Q4: 7.65M shares2026-Q1: 7.65M shares
$41.67(-57.69%)
2026-03-31
AKTS
Aktis Oncology, Inc.
6.68%4.84M$86.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 4.84M shares
$17.89(+77.53%)
2026-03-31
LQDA
Liquidia Corporation
4.1%1.41M$53.0M
+0.31%(+4.29K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 200.0K shares2025-Q4: 1.40M shares2026-Q1: 1.41M shares
$27.07(+191.58%)
2026-03-31
ALMS
Alumis Inc
4.06%2.39M$52.6M
-0.64%(-15.46K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 2.40M shares2026-Q1: 2.39M shares
$6.88(+285.45%)
2026-03-31
EWTX
Edgewise Therapeutics Inc
4.04%1.66M$52.3M
+0.33%(+5.44K)
2025-Q1: 1.11M shares2025-Q2: 1.72M shares2025-Q3: 1.72M shares2025-Q4: 1.66M shares2026-Q1: 1.66M shares
$16.91(+134.00%)
2026-03-31
RVMD
Revolution Medicines, Inc.
3.81%506.8K$49.3M
+0.22%(+1.10K)
2025-Q1: 317.1K shares2025-Q2: 315.7K shares2025-Q3: 315.7K shares2025-Q4: 505.7K shares2026-Q1: 506.8K shares
$41.63(+354.59%)
2026-03-31
AGIO
Agios Pharmaceuticals Inc
3.41%1.31M$44.2M
+0.22%(+2.89K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.30M shares2026-Q1: 1.31M shares
$33.67(+11.60%)
2026-03-31
CORT
Corcept Therapeutics, Inc.
3.07%985.7K$39.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 985.7K shares
$37.56(+140.21%)
2026-03-31
TRVI
Trevi Therapeutics Inc
3.04%3.30M$39.4M
+0.35%(+11.34K)
2025-Q1: 3.43M shares2025-Q2: 3.41M shares2025-Q3: 3.41M shares2025-Q4: 3.29M shares2026-Q1: 3.30M shares
$3.35(+434.94%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track MPM BioImpact LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all