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Latest MPM ONCOLOGY IMPACT MANAGEMENT LP Stock Portfolio

$1.29Billion | No. of Holdings #41

MPM ONCOLOGY IMPACT MANAGEMENT LP Performance

2026 Q1+10.84%
YTD+10.84%
2025+16.59%

About MPM ONCOLOGY IMPACT MANAGEMENT LP and 13F Hedge Fund Stock Holdings

MPM BIOIMPACT LLC is a hedge fund based in Chestnut Hill, MA. On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, MPM BIOIMPACT LLC reported an equity portfolio of $1.3 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of MPM BIOIMPACT LLC are DBVT, CGEM, . The fund has invested 8.4% of it's portfolio in DBV TECHNOLOGIES S A and 8.4% of portfolio in CULLINAN THERAPEUTICS, INC. <br><br> The fund managers got completely rid off MADRIGAL PHARMACEUTICALS INC (MDGL), PTC THERAPEUTICS INC (PTCT) and PROTAGONIST THERAPEUTICS INC (PTGX) stocks. They significantly reduced their stock positions in CORVUS PHARMACEUTICALS INC (CRVS), WEREWOLF THERAPEUTICS, INC. (HOWL) and BRIGHT MINDS BIOSCIENCES INC (DRUG). MPM BIOIMPACT LLC opened new stock positions in AKTIS ONCOLOGY, INC., CORCEPT THERAPEUTICS, INC. (CORT) and MOONLAKE IMMUNOTHERAPEUTICS (MLTX). The fund showed a lot of confidence in some stocks as they added substantially to EVOMMUNE INC, DBV TECHNOLOGIES S A (DBVT) and ARCUTIS BIOTHERAPEUTICS INC (ARQT).
MPM ONCOLOGY IMPACT MANAGEMENT LP Equity Portfolio Value
Last Reported on: 15 May, 2026
$1.29Billion
  as of May 15, 2026

MPM ONCOLOGY IMPACT MANAGEMENT LP Annual Return Estimates Vs S&P 500

Our best estimate is that MPM BIOIMPACT LLC made a return of 10.84% in the last quarter. In trailing 12 months, it's portfolio return was 56.57%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
aktis oncology, inc.86,513,800
corcept therapeutics, inc.39,733,600
dianthus therapeutics inc35,580,600
moonlake immunotherapeutics33,758,600
travere therapeutics inc33,672,300
cytokinetics inc32,955,000
forte biosciences, inc.25,917,700
zymeworks, inc.14,153,800
New stocks bought by MPM ONCOLOGY IMPACT MANAGEMENT LP

Additions

Ticker% Inc.
evommune inc1,188
dbv technologies s a423
abivax sa90.48
arcutis biotherapeutics inc38.17
xenon pharmaceuticals inc21.23
relay therapeutics inc.5.69
trevi therapeutics inc0.35
edgewise therapeutics inc0.33
Additions to existing portfolio by MPM ONCOLOGY IMPACT MANAGEMENT LP

Reductions

Ticker% Reduced
corvus pharmaceuticals inc-38.95
werewolf therapeutics, inc.-13.26
bright minds biosciences inc-7.81
climb bio inc-2.92
uniqure nv-0.9
alumis inc-0.64
natera inc-0.51
stoke therapeutics inc-0.42
MPM ONCOLOGY IMPACT MANAGEMENT LP reduced stake in above stock

Sold off

Ticker$ Sold
ventyx biosciences inc-14,800,700
rocket pharmaceuticals, inc.-5,567,130
ptc therapeutics inc-32,663,800
rapt therapeutics inc-13,477,100
protagonist therapeutics inc-17,421,800
madrigal pharmaceuticals inc-56,358,900
maze therapeutics inc-3,361,840
sarepta therapeutics inc-1,506,400
MPM ONCOLOGY IMPACT MANAGEMENT LP got rid off the above stocks

Sector Distribution

MPM BIOIMPACT LLC has about 76.7% of it's holdings in Healthcare sector.

  • Healthcare
  • Others
Sector%
Healthcare76.7
Others23.3

Market Cap. Distribution

MPM BIOIMPACT LLC has about 5.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • SMALL-CAP
  • MID-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MICRO-CAP
Category%
SMALL-CAP34.3
MID-CAP33.5
UNALLOCATED23.3
LARGE-CAP5.2
MICRO-CAP3.5

Stocks belong to which Index?

About 53.4% of the stocks held by MPM BIOIMPACT LLC either belong to S&P 500 or RUSSELL 2000 index.

  • RUSSELL 2000
  • Others
Index%
RUSSELL 200053.4
Others46.6
Top 5 Winners (%)%
alumis inc
125.3 %
CNTX
context therapeutics inc
78.2 %
CRVS
corvus pharmaceuticals inc
72.5 %
ELYM
climb bio inc
70.2 %
ORIC
oric pharmaceuticals inc
54.8 %
Top 5 Winners ($)$
CGEM
cullinan therapeutics, inc.
29.5 M
alumis inc
29.4 M
CRVS
corvus pharmaceuticals inc
15.3 M
CNTX
context therapeutics inc
12.3 M
EWTX
edgewise therapeutics inc
11.1 M
Top 5 Losers (%)%
QURE
uniqure nv
-31.5 %
engene holdings, inc.
-24.6 %
URGN
urogen pharma ltd
-23.2 %
ARQT
arcutis biotherapeutics inc
-16.7 %
TARS
tarsus pharmaceuticals inc
-14.3 %
Top 5 Losers ($)$
QURE
uniqure nv
-10.4 M
URGN
urogen pharma ltd
-5.1 M
engene holdings, inc.
-4.1 M
TARS
tarsus pharmaceuticals inc
-3.9 M
ARQT
arcutis biotherapeutics inc
-3.5 M

MPM ONCOLOGY IMPACT MANAGEMENT LP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MPM ONCOLOGY IMPACT MANAGEMENT LP

MPM BIOIMPACT LLC has 41 stocks in it's portfolio. About 49% of the portfolio is in top 10 stocks. QURE proved to be the most loss making stock for the portfolio. CGEM was the most profitable stock for MPM BIOIMPACT LLC last quarter.

$1.29BTotal Value
49.00Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of MPM ONCOLOGY IMPACT MANAGEMENT LP, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BLTE
Belite Bio Inc

Belite Bio Inc

BLTE
MPM ONCOLOGY IMPACT MANAGEMENT LP's holding in Belite Bio Inc over time
1.08%88,045
$14.04M
1.08%
increased 0.32 percentadded
DBVT
Dbv Technologies S A

Dbv Technologies S A

DBVT
MPM ONCOLOGY IMPACT MANAGEMENT LP's holding in Dbv Technologies S A over time
8.41%5,213,360
$108.91M
8.41%
increased 423 percentadded
DRUG
Bright Minds Biosciences Inc

Bright Minds Biosciences Inc

DRUG
MPM ONCOLOGY IMPACT MANAGEMENT LP's holding in Bright Minds Biosciences Inc over time
1.2%212,175
$15.48M
1.2%
decreased 7.81 percentreduced