Latest MPM ONCOLOGY IMPACT MANAGEMENT LP Stock Portfolio
$621Million
Equity Portfolio Value
Last Reported on: 15 May, 2024
About MPM ONCOLOGY IMPACT MANAGEMENT LP and it’s 13F Hedge Fund Stock Holdings
MPM BIOIMPACT LLC is a hedge fund based in CHESTNUT HILL, MA. On 29-Mar-2021, the fund reported that it had an AUM (Regulated Assets under Management) of $1.2 Billions. In it's latest 13F Holdings report, MPM BIOIMPACT LLC reported an equity portfolio of $622 Millions as of 31 Mar, 2024.
The top stock holdings of MPM BIOIMPACT LLC are CGEM, GERN, IOVA. The fund has invested 21% of it's portfolio in CULLINAN ONCOLOGY, INC. and 5.6% of portfolio in GERON CORPORATION.
The fund managers got completely rid off KARUNA THERAPEUTICS INC (KRTX), CYMABAY THERAPEUTICS INC (CBAY) and STRUCTURE THERAPEUTICS INC. stocks. They significantly reduced their stock positions in VIKING THERAPEUTICS INC (VKTX), IOVANCE BIOTHERAPEUTICS INC (IOVA) and GERON CORPORATION (GERN). MPM BIOIMPACT LLC opened new stock positions in ZENTALIS PHARMACEUTICALS, INC. (ZNTL), SUTRO BIOPHARMA, INC. (STRO) and NATERA INC (NTRA). The fund showed a lot of confidence in some stocks as they added substantially to VIRIDIAN THERAPEUTICS INC (VRDN), DISC MEDICINE INC and MADRIGAL PHARMACEUTICALS INC (MDGL).
The top stock holdings of MPM BIOIMPACT LLC are CGEM, GERN, IOVA. The fund has invested 21% of it's portfolio in CULLINAN ONCOLOGY, INC. and 5.6% of portfolio in GERON CORPORATION.
The fund managers got completely rid off KARUNA THERAPEUTICS INC (KRTX), CYMABAY THERAPEUTICS INC (CBAY) and STRUCTURE THERAPEUTICS INC. stocks. They significantly reduced their stock positions in VIKING THERAPEUTICS INC (VKTX), IOVANCE BIOTHERAPEUTICS INC (IOVA) and GERON CORPORATION (GERN). MPM BIOIMPACT LLC opened new stock positions in ZENTALIS PHARMACEUTICALS, INC. (ZNTL), SUTRO BIOPHARMA, INC. (STRO) and NATERA INC (NTRA). The fund showed a lot of confidence in some stocks as they added substantially to VIRIDIAN THERAPEUTICS INC (VRDN), DISC MEDICINE INC and MADRIGAL PHARMACEUTICALS INC (MDGL).
New Buys
| Ticker | $ Bought |
|---|---|
| ZENTALIS PHARMACEUTICALS, INC. | 23,895,000 |
| SUTRO BIOPHARMA, INC. | 23,145,900 |
| NATERA INC | 15,768,900 |
| ULTRAGENYX PHARMACEUTICAL INC | 11,466,600 |
| 89BIO INC | 11,264,500 |
| FULCRUM THERAPEUTICS INC | 10,734,300 |
| KALVISTA PHARMACEUTICALS INC | 9,022,160 |
| AKERO THERAPEUTICS INC | 8,409,660 |
New stocks bought by MPM ONCOLOGY IMPACT MANAGEMENT LP
Additions
| Ticker | % Inc. |
|---|---|
| VIRIDIAN THERAPEUTICS INC | 514 |
| DISC MEDICINE INC | 121 |
| MADRIGAL PHARMACEUTICALS INC | 50.08 |
| AVADEL PHARMACEUTICALS PLC | 31.00 |
| AXSOME THERAPEUTICS, INC. | 22.21 |
| INTELLIA THERAPEUTICS, INC. | 13.07 |
| XERIS BIOPHARMA HOLDINGS INC | 8.3 |
| OLEMA PHARMACEUTICALS, INC. | 5.2 |
Additions to existing portfolio by MPM ONCOLOGY IMPACT MANAGEMENT LP
Reductions
| Ticker | % Reduced |
|---|---|
| VIKING THERAPEUTICS INC | -53.89 |
| IOVANCE BIOTHERAPEUTICS INC | -33.12 |
| GERON CORPORATION | -2.24 |
| REVOLUTION MEDICINES, INC. | -0.07 |
MPM ONCOLOGY IMPACT MANAGEMENT LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| CYMABAY THERAPEUTICS INC | -14,436,100 |
| INOZYME PHARMA INC. | -1,379,440 |
| HARPOON THERAPEUTICS, INC. | -3,634,650 |
| STRUCTURE THERAPEUTICS INC. | -9,403,170 |
| PHATHOM PHARMACEUTICALS INC | -639,100 |
| KARUNA THERAPEUTICS INC | -16,863,300 |
MPM ONCOLOGY IMPACT MANAGEMENT LP got rid off the above stocks
Current Stock Holdings of MPM ONCOLOGY IMPACT MANAGEMENT LP
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ADAP | ADAPTIMMUNE THERAPEUTICS PLC | 1.29 | 5,095,910 | 8,051,540 | UNCHANGED | 0.00 | |
| AKRO | AKERO THERAPEUTICS INC | 1.35 | 332,924 | 8,409,660 | NEW | ||
| ALXO | ALX ONCOLOGY HOLDINGS INC. | 2.27 | 1,268,470 | 14,143,500 | ADDED | 0.29 | |
| AVDL | AVADEL PHARMACEUTICALS PLC | 2.37 | 871,149 | 14,713,700 | ADDED | 31.00 | |
| AXSM | AXSOME THERAPEUTICS, INC. | 1.46 | 114,127 | 9,107,340 | ADDED | 22.21 | |
| CBAY | CYMABAY THERAPEUTICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CGEM | CULLINAN ONCOLOGY, INC. | 20.95 | 7,648,270 | 130,326,000 | UNCHANGED | 0.00 | |
| CMPX | COMPASS THERAPEUTICS, INC. | 0.63 | 1,971,400 | 3,903,380 | NEW | ||
| CRNX | CRINETICS PHARMACEUTICALS INC. | 3.62 | 480,588 | 22,496,300 | ADDED | 0.49 | |
| ETNB | 89BIO INC | 1.81 | 967,742 | 11,264,500 | NEW | ||
| EWTX | EDGEWISE THERAPEUTICS INC | 1.29 | 441,259 | 8,048,560 | NEW | ||
| FOLD | AMICUS THERAPEUTICS INC. | 1.36 | 718,970 | 8,469,470 | ADDED | 0.43 | |
| FULC | FULCRUM THERAPEUTICS INC | 1.73 | 1,137,110 | 10,734,300 | NEW | ||
| GERN | GERON CORPORATION | 5.56 | 10,475,700 | 34,569,700 | REDUCED | -2.24 | |
| HARP | HARPOON THERAPEUTICS, INC. | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| HOWL | WEREWOLF THERAPEUTICS, INC. | 2.49 | 2,388,010 | 15,474,300 | UNCHANGED | 0.00 | |
| INSM | INSMED INCORPORATED | 2.32 | 530,794 | 14,400,400 | ADDED | 0.5 | |
| INZY | INOZYME PHARMA INC. | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | 5.24 | 2,200,000 | 32,604,000 | REDUCED | -33.12 | |
| ITOS | ITEOS THERAPEUTICS, INC. | 3.83 | 1,745,940 | 23,814,700 | UNCHANGED | 0.00 | |
| KALV | KALVISTA PHARMACEUTICALS INC | 1.45 | 760,722 | 9,022,160 | NEW | ||
| KRTX | KARUNA THERAPEUTICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MDGL | MADRIGAL PHARMACEUTICALS INC | 2.64 | 61,399 | 16,396,000 | ADDED | 50.08 | |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | 2.39 | 296,050 | 14,870,600 | ADDED | 0.5 | |
| MORF | MORPHIC HOLDING INC | 1.84 | 325,333 | 11,451,700 | ADDED | 0.49 | |
| NTLA | INTELLIA THERAPEUTICS, INC. | 1.91 | 432,598 | 11,900,800 | ADDED | 13.07 | |
| NTRA | NATERA INC | 2.54 | 172,413 | 15,768,900 | NEW | ||
| OLMA | OLEMA PHARMACEUTICALS, INC. | 3.56 | 1,953,690 | 22,115,800 | ADDED | 5.2 | |
| PHAT | PHATHOM PHARMACEUTICALS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| RARE | ULTRAGENYX PHARMACEUTICAL INC | 1.84 | 245,590 | 11,466,600 | NEW | ||
| RGNX | REGENXBIO INC. | 1.86 | 549,078 | 11,569,100 | UNCHANGED | 0.00 | |
| RLAY | RELAY THERAPEUTICS INC. | 1.11 | 832,017 | 6,905,740 | UNCHANGED | 0.00 | |
| RPTX | REPARE THERAPEUTICS, INC. | 1.24 | 1,639,850 | 7,723,690 | UNCHANGED | 0.00 | |
| RVMD | REVOLUTION MEDICINES, INC. | 1.42 | 273,217 | 8,805,780 | REDUCED | -0.07 | |
| STRO | SUTRO BIOPHARMA, INC. | 3.72 | 4,096,620 | 23,145,900 | NEW | ||
| TRVI | TREVI THERAPEUTICS INC | 0.74 | 1,340,960 | 4,626,310 | NEW | ||
| VERV | VERVE THERAPEUTICS, INC | 1.36 | 638,163 | 8,474,800 | UNCHANGED | 0.00 | |
| VKTX | VIKING THERAPEUTICS INC | 1.98 | 150,000 | 12,300,000 | REDUCED | -53.89 | |
| VRDN | VIRIDIAN THERAPEUTICS INC | 1.73 | 614,010 | 10,751,300 | ADDED | 514 | |
| XERS | XERIS BIOPHARMA HOLDINGS INC | 1.48 | 4,166,500 | 9,207,960 | ADDED | 8.3 | |
| ZNTL | ZENTALIS PHARMACEUTICALS, INC. | 3.84 | 1,516,180 | 23,895,000 | NEW | ||
| DISC MEDICINE INC | 1.11 | 110,779 | 6,897,100 | ADDED | 121 | ||
| STRUCTURE THERAPEUTICS INC. | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |