StockDriftsStockDriftsTop 37 Mpm Bioimpact LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGEM | Cullinan Therapeutics, Inc. | 10.81% | 9.73M | $177.2M | +27.24%(+2.08M) | $36.14(-43.71%) | 2026-06-30 | |
| AKTS | Aktis Oncology, Inc. | 9.5% | 4.84M | $155.9M | +0.00%(+0) | $17.89(+39.35%) | 2026-06-30 | |
| LQDA | Liquidia Corporation | 6.74% | 1.39M | $110.5M | -1.35%(-18.98K) | $27.07(+187.03%) | 2026-06-30 | |
| RVMD | Revolution Medicines, Inc. | 5.62% | 492.5K | $92.2M | -2.82%(-14.29K) | $41.63(+415.62%) | 2026-06-30 | |
| CORT | Corcept Therapeutics, Inc. | 4.09% | 771.0K | $67.0M | -21.78%(-214.67K) | $37.56(+204.81%) | 2026-06-30 | |
| EWTX | Edgewise Therapeutics Inc | 4.02% | 1.62M | $65.9M | -2.40%(-39.92K) | $16.91(+161.27%) | 2026-06-30 | |
| TVTX | Travere Therapeutics Inc | 3.89% | 1.12M | $63.8M | -0.94%(-10.63K) | $33.96(+82.98%) | 2026-06-30 | |
| DBVT | DBV Technologies S A | 3.67% | 3.67M | $60.1M | -29.68%(-1.55M) | $17.67(-20.65%) | 2026-06-30 | |
| TRVI | Trevi Therapeutics Inc | 3.5% | 3.07M | $57.3M | -6.82%(-224.85K) | $3.35(+450.75%) | 2026-06-30 | |
| ALMS | Alumis Inc | 3.46% | 2.02M | $56.8M | -15.40%(-367.51K) | $6.88(+268.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.34% | +83.13% | +4.02% | +21.76% |
| Top 20 Holdings Unweighted | +24.91% | +94.90% | -1.07% | -5.22% |
Mpm Bioimpact LLC reports $1.64B in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are CGEM (10.8%), AKTS (9.5%) and LQDA (6.7%). The top 20 holdings account for 80.61% of reported assets. Its disclosed equity book has returned +83.13% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mpm Bioimpact LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1687078). View Mpm Bioimpact LLC’s 13F filings on SEC