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Size ($ in 1000's)
At 12/31/2023: $427,429
At 09/30/2023: $374,602
MPM Bioimpact LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from MPM Bioimpact LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the MPM Bioimpact LLC top holdings by largest position size, as per the latest 13f filing made by MPM Bioimpact LLC.
In the MPM Bioimpact LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by MPM Bioimpact LLC in that top holding, then the share count change between reporting periods, and finally the MPM Bioimpact LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| Cullinan Oncology Inc. |
7,648,268 |
UNCH |
$77,936 | | CGEM | 7,648,268 | UNCH | $77,936 | | Iovance Biotherapeutics Inc |
3,289,470 |
+2,073 |
$26,743 | | IOVA | 3,289,470 | +2,073 | $26,743 | | Olema Pharmaceuticals Inc. |
1,857,136 |
-545 |
$26,056 | | OLMA | 1,857,136 | -545 | $26,056 | | Geron Corporation |
10,715,620 |
+3,139 |
$22,610 | | GERN | 10,715,620 | +3,139 | $22,610 | | iTeos Therapeutics Inc. |
1,745,943 |
UNCH |
$19,118 | | ITOS | 1,745,943 | UNCH | $19,118 | | ALX Oncology Holdings Inc. |
1,264,759 |
+1,264,759 |
$18,832 | | ALXO | 1,264,759 | +1,264,759 | $18,832 | | Moonlake Immunotherapeutics |
294,576 |
+386 |
$17,789 | | MLTX | 294,576 | +386 | $17,789 | | Crinetics Pharmaceuticals Inc. |
478,234 |
-819 |
$17,016 | | CRNX | 478,234 | -819 | $17,016 | | Karuna Therapeutics Inc |
53,279 |
+69 |
$16,863 | | KRTX | 53,279 | +69 | $16,863 | | Insmed Incorporated |
528,150 |
+692 |
$16,367 | | INSM | 528,150 | +692 | $16,367 | | CYMABAY THERAPEUTICS INC |
611,181 |
+411 |
$14,436 | | CBAY | 611,181 | +411 | $14,436 | | Repare Therapeutics Inc. |
1,639,849 |
UNCH |
$11,971 | | RPTX | 1,639,849 | UNCH | $11,971 | | Intellia Therapeutics Inc. |
382,598 |
-162,041 |
$11,665 | | NTLA | 382,598 | -162,041 | $11,665 | | Amicus Therapeutics Inc. |
715,883 |
-256 |
$10,158 | | FOLD | 715,883 | -256 | $10,158 | | REGENXBIO Inc. |
549,078 |
-107,640 |
$9,856 | | RGNX | 549,078 | -107,640 | $9,856 | | Madrigal Pharmaceuticals inc |
40,910 |
+51 |
$9,466 | | MDGL | 40,910 | +51 | $9,466 | | Structure Therapeutics Inc. |
230,696 |
-65 |
$9,403 | | GPCR | 230,696 | -65 | $9,403 | | Avadel Pharmaceuticals PLC |
664,986 |
+762 |
$9,390 | | AVDL | 664,986 | +762 | $9,390 | | MORPHIC HOLDING INC |
323,742 |
+123,742 |
$9,350 | | MORF | 323,742 | +123,742 | $9,350 | | Werewolf Therapeutics Inc. |
2,388,011 |
UNCH |
$9,218 | | HOWL | 2,388,011 | UNCH | $9,218 | | Relay Therapeutics Inc. |
832,017 |
-520,116 |
$9,161 | | RLAY | 832,017 | -520,116 | $9,161 | | Xeris Biopharma Holdings Inc |
3,847,232 |
-140,735 |
$9,041 | | XERS | 3,847,232 | -140,735 | $9,041 | | Verve Therapeutics Inc |
638,163 |
-219,777 |
$8,896 | | VERV | 638,163 | -219,777 | $8,896 | | Revolution Medicines Inc. |
273,408 |
UNCH |
$7,841 | | RVMD | 273,408 | UNCH | $7,841 | | Axsome Therapeutics Inc. |
93,387 |
-199 |
$7,433 | | AXSM | 93,387 | -199 | $7,433 | | VIKING THERAPEUTICS INC |
325,284 |
+284 |
$6,054 | | VKTX | 325,284 | +284 | $6,054 | | Adaptimmune Therapeutics plc |
5,095,912 |
UNCH |
$4,041 | | ADAP | 5,095,912 | UNCH | $4,041 | | Harpoon Therapeutics Inc. |
319,670 |
UNCH |
$3,635 | | HARP | 319,670 | UNCH | $3,635 | | Disc Medicine Inc |
50,000 |
+50,000 |
$2,888 | | IRON | 50,000 | +50,000 | $2,888 | | Viridian Therapeutics Inc |
100,000 |
-155,323 |
$2,178 | | VRDN | 100,000 | -155,323 | $2,178 | | Inozyme Pharma Inc. |
323,813 |
-3,108 |
$1,379 | | INZY | 323,813 | -3,108 | $1,379 |
See Full List: All Stocks Held By MPM Bioimpact LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By MPM Bioimpact LLC
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