Latest MPM ONCOLOGY IMPACT MANAGEMENT LP Stock Portfolio
$427Million
Equity Portfolio Value
Last Reported on: 13 Feb, 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 $427.4 Millions as of 31 Dec, 2023.
The top stock holdings of MPM BIOIMPACT LLC are CGEM, IOVA, OLMA. The fund has invested 18.2% of it's portfolio in CULLINAN ONCOLOGY, INC. and 6.3% of portfolio in IOVANCE BIOTHERAPEUTICS INC .
The fund managers got completely rid off KALVISTA PHARMACEUTICALS INC (KALV) and TRAVERE THERAPEUTICS INC. (TVTX) stocks. They significantly reduced their stock positions in PHATHOM PHARMACEUTICALS INC (PHAT), VIRIDIAN THERAPEUTICS INC (VRDN) and RELAY THERAPEUTICS INC. (RLAY). MPM BIOIMPACT LLC opened new stock positions in ALX ONCOLOGY HOLDINGS INC. (ALXO) and DISC MEDICINE INC. The fund showed a lot of confidence in some stocks as they added substantially to MORPHIC HOLDING INC (MORF), INSMED INCORPORATED (INSM) and KARUNA THERAPEUTICS INC (KRTX).
The top stock holdings of MPM BIOIMPACT LLC are CGEM, IOVA, OLMA. The fund has invested 18.2% of it's portfolio in CULLINAN ONCOLOGY, INC. and 6.3% of portfolio in IOVANCE BIOTHERAPEUTICS INC .
The fund managers got completely rid off KALVISTA PHARMACEUTICALS INC (KALV) and TRAVERE THERAPEUTICS INC. (TVTX) stocks. They significantly reduced their stock positions in PHATHOM PHARMACEUTICALS INC (PHAT), VIRIDIAN THERAPEUTICS INC (VRDN) and RELAY THERAPEUTICS INC. (RLAY). MPM BIOIMPACT LLC opened new stock positions in ALX ONCOLOGY HOLDINGS INC. (ALXO) and DISC MEDICINE INC. The fund showed a lot of confidence in some stocks as they added substantially to MORPHIC HOLDING INC (MORF), INSMED INCORPORATED (INSM) and KARUNA THERAPEUTICS INC (KRTX).
New Buys
| Ticker | $ Bought |
|---|---|
| ALX ONCOLOGY HOLDINGS INC. | 18,832,300 |
| DISC MEDICINE INC | 2,888,000 |
New stocks bought by MPM ONCOLOGY IMPACT MANAGEMENT LP
Additions
Additions to existing portfolio by MPM ONCOLOGY IMPACT MANAGEMENT LP
Reductions
| Ticker | % Reduced |
|---|---|
| PHATHOM PHARMACEUTICALS INC | -79.85 |
| VIRIDIAN THERAPEUTICS INC | -60.83 |
| RELAY THERAPEUTICS INC. | -38.47 |
| INTELLIA THERAPEUTICS, INC. | -29.75 |
| VERVE THERAPEUTICS, INC | -25.62 |
| REGENXBIO INC. | -16.39 |
| XERIS BIOPHARMA HOLDINGS INC | -3.53 |
| INOZYME PHARMA INC. | -0.95 |
MPM ONCOLOGY IMPACT MANAGEMENT LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| KALVISTA PHARMACEUTICALS INC | -5,565,740 |
| TRAVERE THERAPEUTICS INC. | -4,942,440 |
MPM ONCOLOGY IMPACT MANAGEMENT LP got rid off the above stocks
Current Stock Holdings of MPM ONCOLOGY IMPACT MANAGEMENT LP
Last Reported on: 13 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ADAP | ADAPTIMMUNE THERAPEUTICS PLC | 0.94 | 5,095,910 | 4,041,060 | UNCHANGED | 0.00 | |
| ALXO | ALX ONCOLOGY HOLDINGS INC. | 4.41 | 1,264,760 | 18,832,300 | NEW | ||
| AVDL | AVADEL PHARMACEUTICALS PLC | 2.20 | 664,986 | 9,389,600 | ADDED | 0.11 | |
| AXSM | AXSOME THERAPEUTICS, INC. | 1.74 | 93,387 | 7,432,670 | REDUCED | -0.21 | |
| CBAY | CYMABAY THERAPEUTICS INC | 3.38 | 611,181 | 14,436,100 | ADDED | 0.07 | |
| CGEM | CULLINAN ONCOLOGY, INC. | 18.23 | 7,648,270 | 77,935,800 | UNCHANGED | 0.00 | |
| CRNX | CRINETICS PHARMACEUTICALS INC. | 3.98 | 478,234 | 17,015,600 | REDUCED | -0.17 | |
| FOLD | AMICUS THERAPEUTICS INC. | 2.38 | 715,883 | 10,158,400 | REDUCED | -0.04 | |
| GERN | GERON CORPORATION | 5.29 | 10,715,600 | 22,610,000 | ADDED | 0.03 | |
| HARP | HARPOON THERAPEUTICS, INC. | 0.85 | 319,670 | 3,634,650 | UNCHANGED | 0.00 | |
| HOWL | WEREWOLF THERAPEUTICS, INC. | 2.16 | 2,388,010 | 9,217,720 | UNCHANGED | 0.00 | |
| INSM | INSMED INCORPORATED | 3.83 | 528,150 | 16,367,400 | ADDED | 0.13 | |
| INZY | INOZYME PHARMA INC. | 0.32 | 323,813 | 1,379,440 | REDUCED | -0.95 | |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | 6.26 | 3,289,470 | 26,743,400 | ADDED | 0.06 | |
| ITOS | ITEOS THERAPEUTICS, INC. | 4.47 | 1,745,940 | 19,118,100 | UNCHANGED | 0.00 | |
| KALV | KALVISTA PHARMACEUTICALS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| KRTX | KARUNA THERAPEUTICS INC | 3.94 | 53,279 | 16,863,300 | ADDED | 0.13 | |
| MDGL | MADRIGAL PHARMACEUTICALS INC | 2.21 | 40,910 | 9,465,760 | ADDED | 0.12 | |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | 4.16 | 294,576 | 17,789,400 | ADDED | 0.13 | |
| MORF | MORPHIC HOLDING INC | 2.19 | 323,742 | 9,349,670 | ADDED | 61.87 | |
| NTLA | INTELLIA THERAPEUTICS, INC. | 2.73 | 382,598 | 11,665,400 | REDUCED | -29.75 | |
| OLMA | OLEMA PHARMACEUTICALS, INC. | 6.10 | 1,857,140 | 26,055,600 | REDUCED | -0.03 | |
| PHAT | PHATHOM PHARMACEUTICALS INC | 0.15 | 70,000 | 639,100 | REDUCED | -79.85 | |
| RGNX | REGENXBIO INC. | 2.31 | 549,078 | 9,855,950 | REDUCED | -16.39 | |
| RLAY | RELAY THERAPEUTICS INC. | 2.14 | 832,017 | 9,160,510 | REDUCED | -38.47 | |
| RPTX | REPARE THERAPEUTICS, INC. | 2.80 | 1,639,850 | 11,970,900 | UNCHANGED | 0.00 | |
| RVMD | REVOLUTION MEDICINES, INC. | 1.83 | 273,408 | 7,841,340 | UNCHANGED | 0.00 | |
| TVTX | TRAVERE THERAPEUTICS INC. | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VERV | VERVE THERAPEUTICS, INC | 2.08 | 638,163 | 8,895,990 | REDUCED | -25.62 | |
| VKTX | VIKING THERAPEUTICS INC | 1.42 | 325,284 | 6,053,540 | ADDED | 0.09 | |
| VRDN | VIRIDIAN THERAPEUTICS INC | 0.51 | 100,000 | 2,178,000 | REDUCED | -60.83 | |
| XERS | XERIS BIOPHARMA HOLDINGS INC | 2.12 | 3,847,230 | 9,041,000 | REDUCED | -3.53 | |
| STRUCTURE THERAPEUTICS INC. | 2.20 | 230,696 | 9,403,170 | REDUCED | -0.03 | ||
| DISC MEDICINE INC | 0.68 | 50,000 | 2,888,000 | NEW |