1y return+143.5%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2023: $238 against $175 in the S&P 500.2
Mpm Bioimpact LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CGEMCullinan Therapeutics, Inc. | $177.2M | 10.8% | +27.2% |
| AKTSAktis Oncology, Inc. | $155.9M | 9.5% | |
| LQDALiquidia Corporation | $110.5M | 6.7% | −1.4% |
| RVMDRevolution Medicines, Inc. | $92.2M | 5.6% | −2.8% |
| CORTCorcept Therapeutics, Inc. | $67.0M | 4.1% | −21.8% |
| EWTXEdgewise Therapeutics Inc | $65.9M | 4.0% | −2.4% |
| TVTXTravere Therapeutics Inc | $63.8M | 3.9% | |
| DBVTDBV Technologies S A | $60.1M | 3.7% | −29.7% |
| TRVITrevi Therapeutics Inc | $57.3M | 3.5% | −6.8% |
| ALMSAlumis Inc | $56.8M | 3.5% | −15.4% |
| Uniqure NVCUSIP N90064101 | $56.5M | 3.4% | −10.5% |
| RAREUltragenyx Pharmaceuticals, Inc. | $47.4M | 2.9% | New |
| RLAYRelay Therapeutics Inc. | $45.2M | 2.8% | +2.4% |
| ABVXAbivax SA | $44.8M | 2.7% | +213.6% |
| DYNDyne Therapeutics, Inc. | $42.7M | 2.6% | +36.5% |
| DNTHDianthus Therapeutics Inc | $40.9M | 2.5% | |
| BIOABIOAGE Labs Inc | $40.9M | 2.5% | New |
| Urogen Pharma LtdCUSIP M96088105 | $34.3M | 2.1% | −1.1% |
| MLTXMoonLake Immunotherapeutics | $31.3M | 1.9% | −11.3% |
| PVLAPalvella Therapeutics Inc | $31.2M | 1.9% | −1.2% |
| TSHATaysha Gene Therapies, Inc. | $30.6M | 1.9% | New |
| SNDXSyndax Pharmaceuticals Inc | $29.2M | 1.8% | |
| GLUEMonte Rosa Therapeutics Inc | $28.1M | 1.7% | −1.3% |
| Zura Bio Ltd.CUSIP G9TY5A101 | $26.4M | 1.6% | New |
| NTRANatera Inc | $25.1M | 1.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| RVMDRevolution Medicines, Inc. | September 30, 2021 | +580.8% | $92.2M |
| TRVITrevi Therapeutics Inc | March 31, 2024 | +440.6% | $57.3M |
| LQDALiquidia Corporation | September 30, 2025 | +250.6% | $110.5M |
| NTRANatera Inc | March 31, 2024 | +196.8% | $25.1M |
| ALMSAlumis Inc | December 31, 2025 | +188.3% | $56.8M |
| STOKStoke Therapeutics Inc | September 30, 2024 | +166.2% | $23.7M |
| PVLAPalvella Therapeutics Inc | September 30, 2025 | +143.8% | $31.2M |
| DYNDyne Therapeutics, Inc. | June 30, 2025 | +133.3% | $42.7M |
| EWTXEdgewise Therapeutics Inc | March 31, 2024 | +122.8% | $65.9M |
| CORTCorcept Therapeutics, Inc. | March 31, 2026 | +115.7% | $67.0M |
Sold off last quarter
- AGIOAgios Pharmaceuticals Inc was $44.2M
- XENEXenon Pharmaceuticals Inc was $34.2M
- EVMNEvommune Inc was $33.5M
- CYTKCytokinetics Inc was $33.0M
- CRVSCorvus Pharmaceuticals Inc was $24.5M
- CLYMClimb Bio Inc was $17.8M
- ARQTArcutis Biotherapeutics Inc was $17.3M
- ZYMEZymeworks, Inc. was $14.2M
- VRDNViridian Therapeutics Inc was $12.7M
- enGene Holdings, Inc.CUSIP 29286M105 was $12.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +34.4% | +14.8% |
| March 31, 2026 | +14.0% | −4.6% |
| December 31, 2025 | +31.1% | +2.4% |
| September 30, 2025 | +21.2% | +7.8% |
| June 30, 2025 | +1.2% | +10.5% |
| March 31, 2025 | −17.0% | −4.6% |
| December 31, 2024 | −13.8% | +2.1% |
| September 30, 2024 | +3.1% | +5.4% |
| June 30, 2024 | −8.2% | +4.0% |
| March 31, 2024 | +22.8% | +10.0% |
| December 31, 2023 | +16.4% | +11.2% |
| June 30, 2023 | +8.9% | +8.3% |
| March 31, 2023 | −5.7% | +7.0% |
| December 31, 2022 | −10.7% | +7.1% |
| September 30, 2022 | +1.4% | −5.3% |
| June 30, 2022 | −5.2% | −16.5% |
| March 31, 2022 | −31.2% | −4.9% |
| December 31, 2021 | −12.5% | +10.7% |
| September 30, 2021 | −18.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mpm Bioimpact LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1687078&type=13F-HR&dateb=&owner=include&count=40CIK 1687078
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1687078/000119312526352199/Filed August 14, 2026 · accession 0001193125-26-352199