MPM BioImpact LLC

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
41
Total value ($000)
$1,294,902
Net value change ($000)
+420,949 (48.2%)
New positions
11
Sold out positions
8
Turnover %
36.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DBVT 89,798 469.9%
AKTS 86,514 NEW
CORT 39,734 NEW
DNTH 35,581 NEW
MLTX 33,759 NEW
TVTX 33,672 NEW
CYTK 32,955 NEW
EVMN 31,535 1629.7%
CGEM 29,522 37.3%
ALMS 29,132 124.3%
Top Reduces (Value $000, Stocks/ETFs)
MDGL -56,359 -100.0%
PTCT -32,664 -100.0%
PTGX -17,422 -100.0%
VTYX -14,801 -100.0%
RAPT -13,477 -100.0%
QURE -10,675 -32.3%
RCKT -5,567 -100.0%
URGN -5,077 -23.0%
ENGN -4,056 -24.4%
TARS -3,796 -14.1%
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