Latest MPM ONCOLOGY IMPACT MANAGEMENT LP Stock Portfolio

MPM ONCOLOGY IMPACT MANAGEMENT LP Performance:

2025 Q4: 22.41%YTD: 16.59%2024: -3.1%

Performance for 2025 Q4 is 22.41%, and YTD is 16.59%, 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 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, MPM BIOIMPACT LLC reported an equity portfolio of $874 Millions as of 31 Dec, 2025.

The top stock holdings of MPM BIOIMPACT LLC are CGEM, MDGL, LQDA. The fund has invested 9.1% of it's portfolio in CULLINAN THERAPEUTICS, INC. and 6.4% of portfolio in MADRIGAL PHARMACEUTICALS INC.

The fund managers got completely rid off AVIDITY BIOSCIENCES INC (RNA), ZAI LAB LTD (ZLAB) and COMPASS THERAPEUTICS, INC. (CMPX) stocks. They significantly reduced their stock positions in SAREPTA THERAPEUTICS INC (SRPT), ROCKET PHARMACEUTICALS, INC. (RCKT) and WEREWOLF THERAPEUTICS, INC. (HOWL). MPM BIOIMPACT LLC opened new stock positions in AGIOS PHARMACEUTICALS INC (AGIO), UNIQURE NV (QURE) and ALUMIS INC. The fund showed a lot of confidence in some stocks as they added substantially to LIQUIDIA CORP (LQDA), UROGEN PHARMA LTD (URGN) and ENGENE HOLDINGS, INC..

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

Our best estimate is that MPM BIOIMPACT LLC made a return of 22.41% in the last quarter. In trailing 12 months, it's portfolio return was 16.59%.

Performance
S&P 500

New Buys

Ticker	$ Bought
agios pharmaceuticals inc	35,477,800
uniqure nv	33,062,400
alumis inc	23,443,400
corvus pharmaceuticals inc	21,126,300
monte rosa therapeutics inc	18,398,500
bright minds biosciences inc	17,960,700
protagonist therapeutics inc	17,421,800
arcutis biotherapeutics inc	15,426,000

New stocks bought by MPM ONCOLOGY IMPACT MANAGEMENT LP

Additions

Ticker	% Inc.
liquidia corp	600
urogen pharma ltd	597
engene holdings, inc.	247
palvella therapeutics inc	205
revolution medicines, inc.	60.16
oric pharmaceuticals inc	4.01

Additions to existing portfolio by MPM ONCOLOGY IMPACT MANAGEMENT LP

Reductions

Ticker	% Reduced
sarepta therapeutics inc	-90.00
rocket pharmaceuticals, inc.	-59.37
werewolf therapeutics, inc.	-42.15
context therapeutics inc	-27.38
dbv technologies s a	-5.47
natera inc	-5.43
edgewise therapeutics inc	-3.81
tarsus pharmaceuticals inc	-3.7

MPM ONCOLOGY IMPACT MANAGEMENT LP reduced stake in above stock

Sold off

Ticker	$ Sold
compass therapeutics, inc.	-17,765,900
akebia therapeutics inc	-7,887,310
solid biosciences inc	-10,085,300
wave life sciences pte ltd	-11,018,500
ars pharmaceuticals inc	-13,099,200
repare therapeutics, inc.	-1,443,070
avidity biosciences inc	-33,114,200
zai lab ltd	-25,250,100

MPM ONCOLOGY IMPACT MANAGEMENT LP got rid off the above stocks

Sector Distribution

MPM BIOIMPACT LLC has about 87.8% of it's holdings in Healthcare sector.

Sector	%
Healthcare	87.8
Others	12.2

Market Cap. Distribution

MPM BIOIMPACT LLC has about 13.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
SMALL-CAP	42.6
MID-CAP	28.6
LARGE-CAP	13.5
UNALLOCATED	12.2
MICRO-CAP	3

Stocks belong to which Index?

About 71.2% of the stocks held by MPM BIOIMPACT LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
RUSSELL 2000	71.2
Others	28.8

Top 5 Winners (%)		%
DBVT	dbv technologies s a	89.2 %
CGEM	cullinan therapeutics, inc.	74.5 %
RLAY	relay therapeutics inc.	61.4 %
DYN	dyne therapeutics, inc.	53.9 %
EWTX	edgewise therapeutics inc	52.0 %

Top 5 Winners ($)		$
CGEM	cullinan therapeutics, inc.	33.8 M
EWTX	edgewise therapeutics inc	14.5 M
RVMD	revolution medicines, inc.	13.5 M
MDGL	madrigal pharmaceuticals inc	12.2 M
TRVI	trevi therapeutics inc	11.3 M

Top 5 Losers (%)		%
HOWL	werewolf therapeutics, inc.	-53.5 %
ORIC	oric pharmaceuticals inc	-31.4 %

Top 5 Losers ($)		$
ORIC	oric pharmaceuticals inc	-6.7 M
HOWL	werewolf therapeutics, inc.	-2.5 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 38 stocks in it's portfolio. About 49.8% of the portfolio is in top 10 stocks. ORIC proved to be the most loss making stock for the portfolio. CGEM was the most profitable stock for MPM BIOIMPACT LLC last quarter.

Last Reported on: 17 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AGIO	agios pharmaceuticals inc	4.06	1,303,370	35,477,800	new

AKBA	akebia therapeutics inc	0.00	0.00	0.00	sold off	-100

ALKS	alkermes plc	0.00	0.00	0.00	sold off	-100

ARQT	arcutis biotherapeutics inc	1.76	531,200	15,426,000	new

ASMB	assembly biosciences inc	0.00	0.00	0.00	sold off	-100

BLTE	belite bio inc	1.61	87,760	14,038,100	new

CGEM	cullinan therapeutics, inc.	9.06	7,648,270	79,159,600	unchanged	0.00

CMPX	compass therapeutics, inc.	0.00	0.00	0.00	sold off	-100

CNTX	context therapeutics inc	1.80	10,679,400	15,698,700	reduced	-27.38

CRVS	corvus pharmaceuticals inc	2.42	2,743,670	21,126,300	new

DBVT	dbv technologies s a	2.19	996,825	19,109,100	reduced	-5.47

DRUG	bright minds biosciences inc	2.06	230,147	17,960,700	new

DSGN	design therapeutics inc	0.00	0.00	0.00	sold off	-100

DYN	dyne therapeutics, inc.	3.14	1,405,390	27,489,400	reduced	-2.83

ELYM	climb bio inc	1.22	2,671,480	10,685,900	new

EWTX	edgewise therapeutics inc	4.70	1,655,260	41,075,200	reduced	-3.81

GLUE	monte rosa therapeutics inc	2.10	1,173,380	18,398,500	new

HOWL	werewolf therapeutics, inc.	0.10	1,393,560	883,515	reduced	-42.15

JANX	janux therapeutics inc	0.00	0.00	0.00	sold off	-100

LQDA	liquidia corp	5.53	1,400,870	48,316,000	added	600