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MPM Bioimpact LLC
investisseur institutionnel · portefeuille $1.64 Md · 37 positions · rapport au 30.06.2026
Positions en actions rapport pour 30.06.2026, déposé le 14.08.2026; modification — par rapport à 31.03.2026 · 48
| Société | Actions | Valeur | % du portefeuille | Variation sur le trimestre |
|---|---|---|---|---|
| Cullinan Therapeutics, Inc. US:CGEM | 9 731 341 | $177 M | 10.81% | +2 083 073 |
| Aktis Oncology, Inc. US:AKTS | 4 835 872 | $156 M | 9.50% | — |
| Liquidia Technologies Inc US:LQDA | 1 386 174 | $111 M | 6.74% | −18 984 |
| Revolution Medicines, Inc. US:RVMD | 492 483 | $92.2 M | 5.62% | −14 293 |
| Corcept Therapeutics Incorpo… US:CORT | 771 028 | $67.0 M | 4.09% | −214 672 |
| Edgewise Therapeutics Inc US:EWTX | 1 620 780 | $65.9 M | 4.02% | −39 916 |
| Travere Therapeutics Inc US:TVTX | 1 122 731 | $63.8 M | 3.89% | −10 634 |
| DBV Technologies US:DBVT | 3 666 284 | $60.1 M | 3.67% | −1 547 077 |
| Trevi Therapeutics Inc US:TRVI | 3 073 577 | $57.3 M | 3.50% | −224 853 |
| Alumis Inc US:ALMS | 2 019 020 | $56.8 M | 3.46% | −367 509 |
| Uniqure NV CUSIP N90064101 | 1 225 855 | $56.5 M | 3.44% | −143 376 |
| Ultragenyx US:RARE | 1 418 215 | $47.4 M | 2.89% | nouvelle |
| Relay Therapeutics Inc US:RLAY | 2 415 672 | $45.2 M | 2.76% | +56 086 |
| ABIVAX US:ABVX | 336 347 | $44.8 M | 2.73% | +229 079 |
| Dyne Therapeutics Inc US:DYN | 1 922 093 | $42.7 M | 2.60% | +513 941 |
| Dianthus Therapeutics Inc. US:DNTH | 420 002 | $40.9 M | 2.50% | −3 980 |
| BioAge Labs, Inc US:BIOA | 1 667 661 | $40.9 M | 2.49% | nouvelle |
| Urogen Pharma Ltd CUSIP M96088105 | 933 415 | $34.3 M | 2.09% | −10 388 |
| MoonLake Immunotherapeutics US:MLTX | 1 606 967 | $31.3 M | 1.91% | −204 115 |
| Palvella Therapeutics, Inc US:PVLA | 204 027 | $31.2 M | 1.90% | −2 377 |
| Taysha Gene Therapies Inc US:TSHA | 4 500 000 | $30.6 M | 1.87% | nouvelle |
| Syndax Pharmaceuticals Inc US:SNDX | 1 333 523 | $29.2 M | 1.78% | −7 210 |
| Monte Rosa Therapeutics Inc US:GLUE | 1 161 081 | $28.1 M | 1.71% | −15 847 |
| Zura Bio Ltd. CUSIP G9TY5A101 | 4 472 843 | $26.4 M | 1.61% | nouvelle |
| Natera, Inc. US:NTRA | 92 638 | $25.1 M | 1.53% | −436 |
| Stoke Therapeutics, Inc. US:STOK | 723 314 | $23.7 M | 1.44% | −43 724 |
| Adlai Nortye Group Ltd. US:ANL | 1 936 291 | $22.3 M | 1.36% | nouvelle |
| Belite Bio, Inc US:BLTE | 137 208 | $21.1 M | 1.29% | +49 163 |
| Forte Biosciences, Inc. CUSIP 34962G208 | 987 448 | $21.0 M | 1.28% | −13 234 |
| Oric Pharmaceuticals, Inc. US:ORIC | 1 882 162 | $20.4 M | 1.24% | +78 217 |
| Tarsus Pharmaceuticals Inc US:TARS | 322 007 | $20.3 M | 1.24% | −7 743 |
| Annexon, Inc. US:ANNX | 3 544 354 | $20.2 M | 1.23% | nouvelle |
| Bright Minds Biosciences Inc US:DRUG | 202 114 | $14.2 M | 0.87% | −10 061 |
| Entrada Therapeutics Inc US:TRDA | 1 253 053 | $9.22 M | 0.56% | nouvelle |
| Aclaris Therapeutics Inc US:ACRS | 1 042 467 | $5.51 M | 0.34% | +650 549 |
| Context Therapeutics Inc US:CNTX | 1 299 046 | $720 k | 0.04% | −9 380 345 |
| Werewolf Therapeutics Inc US:HOWL | 80 142 | $28.9 k | 0.00% | −1 128 668 |
| Agios Pharm US:AGIO | 0 (était 1 306 261) | — | — | vendue |
| Allogene Therapeutics Inc US:ALLO | 0 (était 2 242 933) | — | — | vendue |
| Arcutis Biotherapeutics Inc US:ARQT | 0 (était 733 966) | — | — | vendue |
| Corvus Pharmaceuticals Inc US:CRVS | 0 (était 1 674 875) | — | — | vendue |
| Cytokinetics Inc US:CYTK | 0 (était 500 000) | — | — | vendue |
| Climb Bio Inc US:CLYM | 0 (était 2 593 439) | — | — | vendue |
| enGene Holdings, Inc. CUSIP 29286M105 | 0 (était 1 845 373) | — | — | vendue |
| Evommune, Inc. US:EVMN | 0 (était 1 455 863) | — | — | vendue |
| Viridian Therapeutics Inc US:VRDN | 0 (était 649 873) | — | — | vendue |
| Xenon Pharmaceuticals Inc US:XENE | 0 (était 588 706) | — | — | vendue |
| Zymeworks Inc. US:ZYME | 0 (était 565 249) | — | — | vendue |
Dans les entreprises de notre base de données 8
| Société | Participation | Actions | Date du rapport |
|---|---|---|---|
| Cullinan Therapeutics, Inc. | 15.12% | 9 731 341 | 2026-06-30 |
| Aktis Oncology, Inc. | 9% | 4 835 872 | 2026-06-30 |
| DBV Technologies | 5.83% | 3 666 284 | 2026-06-30 |
| Zura Bio Limited Class A | 4.64% | 4 472 843 | 2026-06-30 |
| BioAge Labs, Inc | 3.63% | 1 667 661 | 2026-06-30 |
| Adlai Nortye Group Ltd. | 3.3% | 1 936 291 | 2026-06-30 |
| Entrada Therapeutics Inc | 3.22% | 1 253 053 | 2026-06-30 |
| Trevi Therapeutics Inc | 2.16% | 3 073 577 | 2026-06-30 |
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