Latest MPM ONCOLOGY IMPACT MANAGEMENT LP Stock Portfolio
MPM ONCOLOGY IMPACT MANAGEMENT LP Performance:
2025 Q3: 15.42%YTD: -4.75%2024: -3.1%
Performance for 2025 Q3 is 15.42%, and YTD is -4.75%, and 2024 is -3.1%.
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 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 $610.9 Millions as of 30 Sep, 2025.
The top stock holdings of MPM BIOIMPACT LLC are MDGL, CGEM, RNA. The fund has invested 7.5% of it's portfolio in MADRIGAL PHARMACEUTICALS INC and 7.4% of portfolio in CULLINAN THERAPEUTICS, INC.
The fund managers got completely rid off GUARDANT HEALTH INC (GH), MOONLAKE IMMUNOTHERAPEUTICS (MLTX) and MBX BIOSCIENCES INC stocks. They significantly reduced their stock positions in CARTESIAN THERAPEUTICS INC (SELB) and COMPASS THERAPEUTICS, INC. (CMPX). MPM BIOIMPACT LLC opened new stock positions in SYNDAX PHARMACEUTICALS INC (SNDX), LIQUIDIA CORP (LQDA) and PALVELLA THERAPEUTICS INC. The fund showed a lot of confidence in some stocks as they added substantially to SOLENO THERAPEUTICS INC (SLNO), SAREPTA THERAPEUTICS INC (SRPT) and XENON PHARMACEUTICALS INC (XENE).
The top stock holdings of MPM BIOIMPACT LLC are MDGL, CGEM, RNA. The fund has invested 7.5% of it's portfolio in MADRIGAL PHARMACEUTICALS INC and 7.4% of portfolio in CULLINAN THERAPEUTICS, INC.
The fund managers got completely rid off GUARDANT HEALTH INC (GH), MOONLAKE IMMUNOTHERAPEUTICS (MLTX) and MBX BIOSCIENCES INC stocks. They significantly reduced their stock positions in CARTESIAN THERAPEUTICS INC (SELB) and COMPASS THERAPEUTICS, INC. (CMPX). MPM BIOIMPACT LLC opened new stock positions in SYNDAX PHARMACEUTICALS INC (SNDX), LIQUIDIA CORP (LQDA) and PALVELLA THERAPEUTICS INC. The fund showed a lot of confidence in some stocks as they added substantially to SOLENO THERAPEUTICS INC (SLNO), SAREPTA THERAPEUTICS INC (SRPT) and XENON PHARMACEUTICALS INC (XENE).
MPM ONCOLOGY IMPACT MANAGEMENT LP Annual Return Estimates Vs S&P 500
Our best estimate is that MPM BIOIMPACT LLC made a return of 15.42% in the last quarter. In trailing 12 months, it's portfolio return was -15.1%.
New Buys
| Ticker | $ Bought |
|---|---|
| syndax pharmaceuticals inc | 21,164,700 |
| liquidia corp | 4,548,000 |
| palvella therapeutics inc | 4,226,750 |
| engene holdings inc | 3,621,940 |
| urogen pharma ltd | 2,693,250 |
| rapport therapeutics inc | 2,132,670 |
| assembly biosciences inc | 1,015,420 |
New stocks bought by MPM ONCOLOGY IMPACT MANAGEMENT LP
Additions
| Ticker | % Inc. |
|---|---|
| soleno therapeutics inc | 200 |
| sarepta therapeutics inc | 117 |
| xenon pharmaceuticals inc | 55.66 |
| rocket pharmaceuticals, inc. | 0.01 |
Additions to existing portfolio by MPM ONCOLOGY IMPACT MANAGEMENT LP
Reductions
| Ticker | % Reduced |
|---|---|
| cartesian therapeutics inc | -44.61 |
| compass therapeutics, inc. | -9.72 |
MPM ONCOLOGY IMPACT MANAGEMENT LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| nuvation bio inc | -9,014,050 |
| adaptimmune therapeutics plc | -1,057,510 |
| taysha gene therapies, inc. | -6,822,730 |
| olema pharmaceuticals, inc. | -10,133,500 |
| mbx biosciences inc | -14,769,300 |
| replimune group inc | -9,139,320 |
| veru inc. | -2,857,770 |
| guardant health inc | -23,035,800 |
MPM ONCOLOGY IMPACT MANAGEMENT LP got rid off the above stocks
Sector Distribution
MPM BIOIMPACT LLC has about 96.2% of it's holdings in Healthcare sector.
| Sector | % |
|---|---|
| Healthcare | 96.2 |
| 2.1 | |
| Others | 1.6 |
Market Cap. Distribution
MPM BIOIMPACT LLC has about 8.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| SMALL-CAP | 37.7 |
| MID-CAP | 35.9 |
| MICRO-CAP | 15.2 |
| LARGE-CAP | 8.9 |
| UNALLOCATED | 1.6 |
Stocks belong to which Index?
About 71.5% of the stocks held by MPM BIOIMPACT LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| RUSSELL 2000 | 71.5 |
| Others | 28.5 |
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 40 stocks in it's portfolio. About 48.8% of the portfolio is in top 10 stocks. CGEM proved to be the most loss making stock for the portfolio. MDGL was the most profitable stock for MPM BIOIMPACT LLC last quarter.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ACLX | arcellx inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADAP | adaptimmune therapeutics plc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AKBA | akebia therapeutics inc | 1.29 | 2,889,120 | 7,887,310 | unchanged | 0.00 | ||
| ALKS | alkermes plc | 2.70 | 549,262 | 16,477,900 | unchanged | 0.00 | ||
| ASMB | assembly biosciences inc | 0.17 | 39,665 | 1,015,420 | new | |||
| CGEM | cullinan therapeutics, inc. | 7.42 | 7,648,270 | 45,354,200 | unchanged | 0.00 | ||
| CMPX | compass therapeutics, inc. | 2.91 | 5,075,970 | 17,765,900 | reduced | -9.72 | ||
| CNTX | context therapeutics inc | 2.33 | 14,705,900 | 14,247,100 | unchanged | 0.00 | ||
| CRNX | crinetics pharmaceuticals inc. | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| DBVT | dbv technologies s a | 1.73 | 1,054,500 | 10,545,000 | unchanged | 0.00 | ||
| DSGN | design therapeutics inc | 0.68 | 555,187 | 4,180,560 | unchanged | 0.00 | ||
| DYN | dyne therapeutics, inc. | 3.00 | 1,446,360 | 18,296,500 | unchanged | 0.00 | ||
| EWTX | edgewise therapeutics inc | 4.57 | 1,720,740 | 27,910,400 | unchanged | 0.00 | ||
| GH | guardant health inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| HOWL | werewolf therapeutics, inc. | 0.78 | 2,408,810 | 4,745,360 | unchanged | 0.00 | ||
| JANX | janux therapeutics inc | 2.46 | 614,282 | 15,013,100 | unchanged | 0.00 | ||
| LQDA | liquidia corp | 0.74 | 200,000 | 4,548,000 | new | |||
| MDGL | madrigal pharmaceuticals inc | 7.54 | 100,415 | 46,056,300 | unchanged | 0.00 | ||
| MLTX | moonlake immunotherapeutics | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| NTRA | natera inc | 2.61 | 98,924 | 15,923,800 | unchanged | 0.00 | ||