SEC 13F Intelligence

Managers / Q1 2026

MPM BioImpact LLC

CIK 0001687078 · 399 BOYLSTON STREET, SUITE 1100, BOSTON, MA, 02116 · 6174259200

Reported Value
$1.3B
Q1 2026
Positions
41
Filings on Record
28
2019–present window
Filed
May 15, 2026
original filing

Summary

Mpm Bioimpact LLC reported $1.3B in U.S.-listed holdings across 41 positions for Q1 2026.

Its largest position, DBVT, represents 8.4% of the portfolio.

Compared with Q4 2025, the fund opened 11 new positions and exited 8.

Portfolio Metrics

Turnover
+16.4%
vs prior filed quarter
Top-10 Concentration
+49.0%
share of reported value
Largest Position
+8.4%
Dbv Technologies S A
New / Exited
11 / 8
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’19: $282MQ4 ’19Q1 ’20: $164MQ2 ’20: $376MQ3 ’20: $415MQ4 ’20: $569MQ4 ’20Q1 ’21: $796MQ2 ’21: $609MQ3 ’21: $645MQ4 ’21: $549MQ4 ’21Q1 ’22: $373MQ2 ’22: $360MQ3 ’22: $422MQ4 ’22: $385MQ4 ’22Q1 ’23: $385MQ2 ’23: $497MQ3 ’23: $375MQ4 ’23: $427MQ4 ’23Q1 ’24: $622MQ2 ’24: $644MQ3 ’24: $667MQ4 ’24: $704MQ4 ’24Q1 ’25: $582MQ2 ’25: $577MQ3 ’25: $611MQ4 ’25: $874MQ4 ’25Q1 ’26: $1.3Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 85.6%ADR: 10.4%Other: 4.0%
  • Common Stock · 85.6% · $1.1B
  • ADR · 10.4% · $135M
  • Other · 4.0% · $52M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AKTSAktis Oncology, Inc.NEW+4.84M4.84M+$87M$87M
HTDCorcept Therapeutics, Inc.NEW+985.7K985.7K+$40M$40M
DNTHDianthus Therapeutics IncNEW+424.0K424.0K+$36M$36M
MLTXMoonLake ImmunotherapeuticsNEW+1.81M1.81M+$34M$34M
TVTXTravere Therapeutics IncNEW+1.13M1.13M+$34M$34M
CYTKCytokinetics IncNEW+500.0K500.0K+$33M$33M
FBRXForte Biosciences, Inc.NEW+1.00M1.00M+$26M$26M
ZYMEZymeworks, Inc.NEW+565.2K565.2K+$14M$14M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

41 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1DBVTDBV Technologies S Ahistory →SPONSORED ADS8.41%$109M5.21M
2CGEMCullinan Therapeutics, Inc.history →Common8.39%$109M7.65M
3AKTSAktis Oncology, Inc.history →Common6.68%$87M4.84M
4LQDALiquidia Corporationhistory →Common4.10%$53M1.41M
5ALMSAlumis Inchistory →Common4.06%$53M2.39M
6EWTXEdgewise Therapeutics Inchistory →Common4.04%$52M1.66M
7RVMDRevolution Medicines, Inc.history →Common3.81%$49M506.8K
8AGIOAgios Pharmaceuticals Inchistory →Common3.41%$44M1.31M
9HTDCorcept Therapeutics, Inc.history →Common3.07%$40M985.7K
10TRVITrevi Therapeutics Inchistory →Common3.04%$39M3.30M
11DNTHDianthus Therapeutics Inchistory →Common2.75%$36M424.0K
12XENEXenon Pharmaceuticals Inchistory →Common2.64%$34M588.7K
13MLTXMoonLake Immunotherapeuticshistory →Class A Ord2.61%$34M1.81M
14TVTXTravere Therapeutics Inchistory →Common2.60%$34M1.13M
15EVMNEvommune Inchistory →Common2.58%$33M1.46M
16CYTKCytokinetics Inchistory →Common2.54%$33M500.0K
17SNDXSyndax Pharmaceuticals Inchistory →Common2.42%$31M1.34M
18CNTXContext Therapeutics Inchistory →Common2.16%$28M10.68M
19FBRXForte Biosciences, Inc.history →Common2.00%$26M1.00M
20PVLAPalvella Therapeutics Inchistory →Common1.99%$26M206.4K
21DYNDyne Therapeutics, Inc.history →Common1.97%$26M1.41M
22STOKStoke Therapeutics Inchistory →Common1.93%$25M767.0K
23CRVSCorvus Pharmaceuticals Inchistory →Common1.89%$25M1.67M
24RLAYRelay Therapeutics Inc.history →Common1.81%$23M2.36M
25TARSTarsus Pharmaceuticals Inchistory →Common1.79%$23M329.8K
26ORICOric Pharmaceuticals Inchistory →Common1.77%$23M1.80M
27Uniqure NVCommon1.73%$22M1.37M
28GLUEMonte Rosa Therapeutics Inchistory →Common1.50%$19M1.18M
29NTRANatera Inchistory →Common1.44%$19M93.1K
30CLYMClimb Bio Inchistory →Common1.37%$18M2.59M
31ARQTArcutis Biotherapeutics Inchistory →Common1.34%$17M734.0K
32Urogen Pharma LtdCommon1.31%$17M943.8K
33DRUGBright Minds Biosciences Inchistory →Common1.20%$15M212.2K
34ZYMEZymeworks, Inc.history →Common1.09%$14M565.2K
35BLTEBelite Bio Inchistory →SPONSORED ADS1.08%$14M88.0K
36VRDNViridian Therapeutics Inchistory →Common0.98%$13M649.9K
37enGene Holdings, Inc.Common0.97%$13M1.85M
38ABVXAbivax SAhistory →SPONSORED ADS0.92%$12M107.3K
39ALLOAllogene Therapeutics, Inc.Common0.42%$5M2.24M
40ACRSAclaris Therapeutics IncCommon0.11%$1M391.9K
41HOWLWerewolf Therapeutics, Inc.Common0.08%$1M1.21M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.3B41May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$874M38Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$611M40Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$577M44Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$582M43May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$704M47Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$667M43Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$644M44Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$622M38May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$427M32Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$375M32Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$497M34Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$385M31May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$385M33Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$422M38Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$360M37Aug 11, 202213F-HRchanges · EDGAR ↗
Q1 2022$373M37May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$549M33Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$645M33Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$609M14Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$796M13May 13, 202113F-HRchanges · EDGAR ↗
Q4 2020$569M13Feb 24, 2021RESTATEMENTchanges · EDGAR ↗
Q3 2020$415M12Nov 19, 2020RESTATEMENTchanges · EDGAR ↗
Q2 2020$376M11Aug 12, 202013F-HRchanges · EDGAR ↗
Q1 2020$164M10May 13, 202013F-HRchanges · EDGAR ↗
Q4 2019$282M12Feb 14, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.