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MPM BIOIMPACT LLC

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13F filer, CIK 1687078, BOSTON, MA

MPM BIOIMPACT LLC reported $1,294,902,368 across 41 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 49.01% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-26-226995

Period
2026-03-31
Reported value
$1.29B
Holdings
41
Top 10 weight
49.01%
New
11
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DBVTadded+4,216,536$88.1M
AKTSnew+4,835,872$86.5M
CORTnew+985,700$39.7M
DNTHnew+423,982$35.6M
MLTXnew+1,811,082$33.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MDGLexited-96,780-$56.4M
PTCTexited-430,013-$32.7M
PTGXexited-199,471-$17.4M
CRVSreduced-1,068,796-$15.6M
VTYXexited-1,639,061-$14.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001193125-26-226995, largest first. % of portfolio is the value over $1,294,902,368, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DBVTDBV TECHNOLOGIES S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,054,504 shares; 2025Q3: 1,054,504 shares; 2025Q4: 996,825 shares; 2026Q1: 5,213,361 shares 5,213,361$109M8.41%+4,216,536Timeline
CGEMCULLINAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,648,268 shares; 2024Q4: 7,648,268 shares; 2025Q1: 7,648,268 shares; 2025Q2: 7,648,268 shares; 2025Q3: 7,648,268 shares; 2025Q4: 7,648,268 shares; 2026Q1: 7,648,268 shares 7,648,268$109M8.39%0Timeline
AKTSAKTIS ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,835,872 shares 4,835,872$86.5M6.68%newTimeline
LQDALIQUIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200,000 shares; 2025Q4: 1,400,869 shares; 2026Q1: 1,405,158 shares 1,405,158$53M4.1%+4,289Timeline
ALMSALUMIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,401,992 shares; 2026Q1: 2,386,529 shares 2,386,529$52.6M4.06%-15,463Timeline
EWTXEDGEWISE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 917,166 shares; 2024Q4: 1,079,316 shares; 2025Q1: 1,105,444 shares; 2025Q2: 1,720,741 shares; 2025Q3: 1,720,741 shares; 2025Q4: 1,655,256 shares; 2026Q1: 1,660,696 shares 1,660,696$52.3M4.04%+5,440Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,391 shares; 2024Q4: 313,817 shares; 2025Q1: 317,083 shares; 2025Q2: 315,722 shares; 2025Q3: 315,722 shares; 2025Q4: 505,672 shares; 2026Q1: 506,776 shares 506,776$49.3M3.81%+1,104Timeline
AGIOAGIOS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,303,373 shares; 2026Q1: 1,306,261 shares 1,306,261$44.2M3.41%+2,888Timeline
CORTCORCEPT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 985,700 shares 985,700$39.7M3.07%newTimeline
TRVITREVI THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,538,517 shares; 2024Q4: 3,094,896 shares; 2025Q1: 3,428,366 shares; 2025Q2: 3,406,955 shares; 2025Q3: 3,406,955 shares; 2025Q4: 3,287,087 shares; 2026Q1: 3,298,430 shares 3,298,430$39.4M3.04%+11,343Timeline
DNTHDIANTHUS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 423,982 shares 423,982$35.6M2.75%newTimeline
XENEXENON PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,800 shares; 2024Q4: 197,212 shares; 2025Q1: 303,398 shares; 2025Q2: 323,398 shares; 2025Q3: 503,398 shares; 2025Q4: 485,620 shares; 2026Q1: 588,706 shares 588,706$34.2M2.64%+103,086Timeline
MLTXMOONLAKE IMMUNOTHERAPEUTICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349,063 shares; 2024Q4: 315,230 shares; 2025Q1: 316,049 shares; 2025Q2: 313,571 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,811,082 shares 1,811,082$33.8M2.61%newTimeline
TVTXTRAVERE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,133,365 shares 1,133,365$33.7M2.6%newTimeline
EVMNEVOMMUNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 113,022 shares; 2026Q1: 1,455,863 shares 1,455,863$33.5M2.58%+1,342,841Timeline
CYTKCYTOKINETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500,000 shares 500,000$33M2.54%newTimeline
SNDXSYNDAX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,375,674 shares; 2025Q4: 1,337,702 shares; 2026Q1: 1,340,733 shares 1,340,733$31.3M2.42%+3,031Timeline
CNTXCONTEXT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,705,882 shares; 2025Q1: 14,705,882 shares; 2025Q2: 14,705,882 shares; 2025Q3: 14,705,882 shares; 2025Q4: 10,679,391 shares; 2026Q1: 10,679,391 shares 10,679,391$28M2.16%0Timeline
FBRXFORTE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000,682 shares 1,000,682$25.9M2%newTimeline
PVLAPALVELLA THERAPEUTICS INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,423 shares; 2025Q4: 205,745 shares; 2026Q1: 206,404 shares 206,404$25.7M1.99%+659Timeline
DYNDYNE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,446,361 shares; 2025Q3: 1,446,361 shares; 2025Q4: 1,405,388 shares; 2026Q1: 1,408,152 shares 1,408,152$25.5M1.97%+2,764Timeline
STOKSTOKE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479,452 shares; 2024Q4: 685,826 shares; 2025Q1: 693,988 shares; 2025Q2: 789,698 shares; 2025Q3: 789,698 shares; 2025Q4: 770,289 shares; 2026Q1: 767,038 shares 767,038$25M1.93%-3,251Timeline
CRVSCORVUS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,743,671 shares; 2026Q1: 1,674,875 shares 1,674,875$24.5M1.89%-1,068,796Timeline
RLAYRELAY THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,033,041 shares; 2024Q4: 2,268,825 shares; 2025Q1: 2,295,924 shares; 2025Q2: 2,282,680 shares; 2025Q3: 2,282,680 shares; 2025Q4: 2,232,451 shares; 2026Q1: 2,359,586 shares 2,359,586$23.5M1.81%+127,135Timeline
TARSTARSUS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 341,496 shares; 2025Q3: 341,496 shares; 2025Q4: 328,869 shares; 2026Q1: 329,750 shares 329,750$23.1M1.79%+881Timeline
ORICORIC PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,399,514 shares; 2025Q2: 1,729,378 shares; 2025Q3: 1,729,378 shares; 2025Q4: 1,798,717 shares; 2026Q1: 1,803,945 shares 1,803,945$22.9M1.77%+5,228Timeline
QUREUNIQURE NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,381,628 shares; 2026Q1: 1,369,231 shares 1,369,231$22.4M1.73%-12,397Timeline
GLUEMONTE ROSA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,173,376 shares; 2026Q1: 1,176,928 shares 1,176,928$19.4M1.5%+3,552Timeline
NTRANATERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,099 shares; 2024Q4: 160,626 shares; 2025Q1: 157,047 shares; 2025Q2: 98,924 shares; 2025Q3: 98,924 shares; 2025Q4: 93,551 shares; 2026Q1: 93,074 shares 93,074$18.6M1.44%-477Timeline
CLYMCLIMB BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,671,480 shares; 2026Q1: 2,593,439 shares 2,593,439$17.8M1.37%-78,041Timeline
ARQTARCUTIS BIOTHERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 531,200 shares; 2026Q1: 733,966 shares 733,966$17.3M1.34%+202,766Timeline
URGNUROGEN PHARMA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135,000 shares; 2025Q4: 941,378 shares; 2026Q1: 943,803 shares 943,803$17M1.31%+2,425Timeline
DRUGBRIGHT MINDS BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 230,147 shares; 2026Q1: 212,175 shares 212,175$15.5M1.2%-17,972Timeline
ZYMEZYMEWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 565,249 shares 565,249$14.2M1.09%newTimeline
BLTEBELITE BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,760 shares; 2026Q1: 88,045 shares 88,045$14M1.08%+285Timeline
VRDNVIRIDIAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 649,873 shares 649,873$12.7M0.98%newTimeline
ENGNENGENE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 530,299 shares; 2025Q4: 1,840,898 shares; 2026Q1: 1,845,373 shares 1,845,373$12.6M0.97%+4,475Timeline
ABVXABIVAX SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,316 shares; 2026Q1: 107,268 shares 107,268$11.9M0.92%+50,952Timeline
ALLOALLOGENE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,242,933 shares 2,242,933$5.47M0.42%newTimeline
ACRSACLARIS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 391,918 shares 391,918$1.47M0.11%newTimeline
HOWLWEREWOLF THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,388,011 shares; 2024Q4: 2,388,011 shares; 2025Q1: 2,408,810 shares; 2025Q2: 2,408,810 shares; 2025Q3: 2,408,810 shares; 2025Q4: 1,393,557 shares; 2026Q1: 1,208,810 shares 1,208,810$1.01M0.08%-184,747Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MDGLMADRIGAL PHARMACEUTICALS INC96,780$56.4Mshares
PTCTPTC THERAPEUTICS INC430,013$32.7Mshares
PTGXPROTAGONIST THERAPEUTICS INC199,471$17.4Mshares
VTYXVENTYX BIOSCIENCES INC1,639,061$14.8Mshares
RAPTRAPT THERAPEUTICS INC397,906$13.5Mshares
RCKTROCKET PHARMACEUTICALS INC1,586,076$5.57Mshares
MAZEMAZE THERAPEUTICS INC81,145$3.36Mshares
SRPTSAREPTA THERAPEUTICS INC70,000$1.51Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001193125-26-226995 base2026-05-15acceptance time not in the bulk data set