MPM BioImpact LLC

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
37
Total value ($000)
$1,639,957
Net value change ($000)
+345,055 (26.6%)
New positions
7
Sold out positions
11
Turnover %
27.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AKTS 69,346 80.2%
CGEM 68,526 63.1%
LQDA 57,489 108.4%
RARE 47,354 NEW
RVMD 42,948 87.1%
BIOA 40,874 NEW
QURE 34,076 152.2%
ABVX 32,878 275.3%
TSHA 30,645 NEW
TVTX 30,110 89.4%
Top Reduces (Value $000, Stocks/ETFs)
DBVT -48,780 -44.8%
AGIO -44,191 -100.0%
XENE -34,233 -100.0%
EVMN -33,470 -100.0%
CYTK -32,955 -100.0%
CNTX -27,260 -97.4%
CRVS -24,503 -100.0%
CLYM -17,765 -100.0%
ARQT -17,292 -100.0%
ZYME -14,154 -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