Grufity logo
Grufity logo

Latest MPM ONCOLOGY IMPACT MANAGEMENT LP Stock Portfolio

$1.64Billion | No. of Holdings #37

MPM ONCOLOGY IMPACT MANAGEMENT LP Performance

2026 Q2+30.26%
YTD+44.38%
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 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, MPM BIOIMPACT LLC reported an equity portfolio of $1.6 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of MPM BIOIMPACT LLC are CGEM, , LQDA. The fund has invested 10.8% of it's portfolio in CULLINAN THERAPEUTICS, INC. and 9.5% of portfolio in AKTIS ONCOLOGY, INC. <br><br> The fund managers got completely rid off AGIOS PHARMACEUTICALS INC (AGIO), XENON PHARMACEUTICALS INC (XENE) and EVOMMUNE INC stocks. They significantly reduced their stock positions in WEREWOLF THERAPEUTICS, INC. (HOWL), CONTEXT THERAPEUTICS INC (CNTX) and DBV TECHNOLOGIES S A (DBVT). MPM BIOIMPACT LLC opened new stock positions in ULTRAGENYX PHARMACEUTICALS, INC. (RARE), BIOAGE LABS INC and TAYSHA GENE THERAPIES, INC. (TSHA). The fund showed a lot of confidence in some stocks as they added substantially to ABIVAX SA, ACLARIS THERAPEUTICS INC (ACRS) and BELITE BIO INC (BLTE).
MPM ONCOLOGY IMPACT MANAGEMENT LP Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$1.64Billion
  as of Aug 14, 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 30.26% in the last quarter. In trailing 12 months, it's portfolio return was 103.99%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ultragenyx pharmaceuticals, inc.47,354,200
bioage labs inc40,874,400
taysha gene therapies, inc.30,645,000
zura bio ltd.26,389,800
adlai nortye ltd22,267,300
annexon inc20,238,300
entrada therapeutics, inc.9,222,470
New stocks bought by MPM ONCOLOGY IMPACT MANAGEMENT LP

Additions

Ticker% Inc.
abivax sa213
aclaris therapeutics inc165
belite bio inc55.84
dyne therapeutics, inc.36.5
cullinan therapeutics, inc.27.24
oric pharmaceuticals inc4.34
relay therapeutics inc.2.38
Additions to existing portfolio by MPM ONCOLOGY IMPACT MANAGEMENT LP

Reductions

Ticker% Reduced
werewolf therapeutics, inc.-93.37
context therapeutics inc-87.84
dbv technologies s a-29.68
corcept therapeutics, inc.-21.78
alumis inc-15.4
moonlake immunotherapeutics-11.27
uniqure nv-10.47
trevi therapeutics inc-6.82
MPM ONCOLOGY IMPACT MANAGEMENT LP reduced stake in above stock

Sold off

Ticker$ Sold
climb bio inc-17,765,100
allogene therapeutics, inc.-5,472,760
engene holdings, inc.-12,567,000
corvus pharmaceuticals inc-24,503,400
evommune inc-33,470,300
agios pharmaceuticals inc-44,190,800
arcutis biotherapeutics inc-17,292,200
viridian therapeutics inc-12,711,500
MPM ONCOLOGY IMPACT MANAGEMENT LP got rid off the above stocks

Sector Distribution

MPM BIOIMPACT LLC has about 72.3% of it's holdings in Healthcare sector.

  • Healthcare
  • Others
Sector%
Healthcare72.3
Others27.7

Market Cap. Distribution

MPM BIOIMPACT LLC has about 7.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MID-CAP
  • UNALLOCATED
  • SMALL-CAP
  • LARGE-CAP
Category%
MID-CAP38.8
UNALLOCATED27.7
SMALL-CAP25.7
LARGE-CAP7.2

Stocks belong to which Index?

About 55.7% of the stocks held by MPM BIOIMPACT LLC either belong to S&P 500 or RUSSELL 2000 index.

  • RUSSELL 2000
  • Others
Index%
RUSSELL 200055.7
Others44.3
Top 5 Winners (%)%
QURE
uniqure nv
172.2 %
LQDA
liquidia corporation
110.5 %
URGN
urogen pharma ltd
104.1 %
CORT
corcept therapeutics, inc.
103.1 %
RVMD
revolution medicines, inc.
91.3 %
Top 5 Winners ($)$
aktis oncology, inc.
69.3 M
LQDA
liquidia corporation
58.6 M
RVMD
revolution medicines, inc.
45.0 M
CORT
corcept therapeutics, inc.
41.0 M
QURE
uniqure nv
38.6 M
Top 5 Losers (%)%
CNTX
context therapeutics inc
-44.2 %
HOWL
werewolf therapeutics, inc.
-30.3 %
DBVT
dbv technologies s a
-18.3 %
FBRX
forte biosciences, inc.
-17.8 %
ORIC
oric pharmaceuticals inc
-14.3 %
Top 5 Losers ($)$
DBVT
dbv technologies s a
-19.9 M
CNTX
context therapeutics inc
-12.4 M
FBRX
forte biosciences, inc.
-4.6 M
ORIC
oric pharmaceuticals inc
-3.4 M
TARS
tarsus pharmaceuticals inc
-2.3 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 37 stocks in it's portfolio. About 55.3% of the portfolio is in top 10 stocks. DBVT proved to be the most loss making stock for the portfolio. was the most profitable stock for MPM BIOIMPACT LLC last quarter.

$1.64BTotal Value
48.00Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of MPM ONCOLOGY IMPACT MANAGEMENT LP, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BLTE
Belite Bio Inc

Belite Bio Inc

BLTE
MPM ONCOLOGY IMPACT MANAGEMENT LP's holding in Belite Bio Inc over time
1.29%137,208
$21.13M
1.29%
increased 55.84 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
3.67%3,666,280
$60.13M
3.67%
decreased 29.68 percentreduced
DRUG
Bright Minds Biosciences Inc

Bright Minds Biosciences Inc

DRUG
MPM ONCOLOGY IMPACT MANAGEMENT LP's holding in Bright Minds Biosciences Inc over time
0.86%202,114
$14.19M
0.86%
decreased 4.74 percentreduced