MPM BioImpact LLC
Q4 2025 13F-HR Holdings
Net value change ($000)
+263,074
(43.1%)
New positions
15
Sold out positions
17
Turnover %
51.4%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q3 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)
| LQDA | 43,768 | 962.4% |
| AGIO | 35,478 | NEW |
| CGEM | 33,806 | 74.5% |
| QURE | 33,062 | NEW |
| RVMD | 25,533 | 173.2% |
| ALMS | 23,443 | NEW |
| CRVS | 21,126 | NEW |
| URGN | 19,354 | 718.7% |
| GLUE | 18,399 | NEW |
| DRUG | 17,961 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| RNAM | -33,114 | -100.0% |
| ZLAB | -25,250 | -100.0% |
| CMPX | -17,766 | -100.0% |
| ALKERMES PLC | -16,478 | -100.0% |
| VERA | -16,363 | -100.0% |
| JANX | -15,013 | -100.0% |
| SPRY | -13,099 | -100.0% |
| SRPT | -11,983 | -88.8% |
| RARE | -11,903 | -100.0% |
| WAVE LIFE SCIENCES LTD | -11,019 | -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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
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