MPM BioImpact LLC

Q3 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
40
Total value ($000)
$610,879
Net value change ($000)
+33,728 (5.8%)
New positions
7
Sold out positions
11
Turnover %
23.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SNDX 21,165 NEW
MDGL 15,666 51.5%
TRVI 12,538 67.3%
RNAM 11,529 53.4%
XENE 10,089 99.7%
STOK 9,595 107.1%
SRPT 7,988 145.2%
TARS 6,461 46.7%
SLNO 5,951 142.1%
PTCT 5,494 25.7%
Top Reduces (Value $000, Stocks/ETFs)
GH -23,036 -100.0%
MLTX -14,801 -100.0%
MBX -14,769 -100.0%
CRNX -12,337 -100.0%
CGEM -12,237 -21.2%
OLMA -10,134 -100.0%
SPRY -9,645 -42.4%
REPL -9,139 -100.0%
NUVB -9,014 -100.0%
TSHA -6,823 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type