Mpm Bioimpact
Mpm Bioimpact reported 37 stocks worth $1.6B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CGEM (10.8%), AKTS (9.5%) and LQDA (6.7%). Compared with Q1 2026, the fund opened new positions in RARE, BIOA and TSHA, added to CGEM, RLAY and ABVX, trimmed LQDA, RVMD and CORT and sold out of AGIO, XENE and EVMN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CGEM Cullinan Therapeutics Inc | $177M | 10.8% | 9.7M | +2.1M (+27%) | 8 of 8 | |
| 2 |  AKTS Aktis Oncology Inc | $156M | 9.5% | 4.8M | No change | 2 of 8 | |
| 3 |  LQDA Liquidia Corporation | $111M | 6.7% | 1.4M | −19K (−1%) | 4 of 8 | |
| 4 |  RVMD Revolution Medicines Inc | $92.2M | 5.6% | 492K | −14K (−3%) | 8 of 8 | |
| 5 |  CORT Corcept Therapeutics Inc | $67M | 4.1% | 771K | −215K (−22%) | 2 of 8 | |
| 6 |  EWTX Edgewise Therapeutics Inc | $65.9M | 4.0% | 1.6M | −40K (−2%) | 8 of 8 | |
| 7 |  TVTX Travere Therapeutics Inc | $63.8M | 3.9% | 1.1M | −11K (−1%) | 2 of 8 | |
| 8 |  DBVT Dbv Technologies S A | $60.1M | 3.7% | 3.7M | −1.5M (−30%) | 5 of 8 | |
| 9 |  TRVI Trevi Therapeutics Inc | $57.3M | 3.5% | 3.1M | −225K (−7%) | 8 of 8 | |
| 10 |  ALMS Alumis Inc | $56.8M | 3.5% | 2M | −368K (−15%) | 3 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AGIO Agios Pharmaceuticals Inc | $44.2M | 1.3M |
 XENE Xenon Pharmaceuticals Inc | $34.2M | 589K |
 EVMN Evommune Inc | $33.5M | 1.5M |
 CYTK Cytokinetics Inc | $33M | 500K |
 CRVS Corvus Pharmaceuticals Inc | $24.5M | 1.7M |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Mpm Bioimpact 13F FAQ
What does Mpm Bioimpact own?
Mpm Bioimpact reported 37 stocks worth $1.6B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CGEM (10.8%), AKTS (9.5%) and LQDA (6.7%). The table above lists every position in the filing (the top 10 without an account).
What did Mpm Bioimpact buy and sell in Q2 2026?
Compared with Q1 2026: 7 new positions, 7 added to, 22 trimmed and 11 sold out. New positions include RARE, BIOA and TSHA. It sold all of AGIO, XENE and EVMN.
When will Mpm Bioimpact file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Mpm Bioimpact's portfolio worth?
The Q2 2026 filing reports $1.6B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.