$497 Million is the total value of MPM BioImpact LLC's 34 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | Moonlake Immunotherapeutics | $15,050,661 | – | 295,111 | +100.0% | 3.03% | – | |
| KRTX | New | Karuna Therapeutics Inc | $11,579,573 | – | 53,399 | +100.0% | 2.33% | – |
| New | Xeris Biopharma Holdings Inc | $10,414,497 | – | 3,974,999 | +100.0% | 2.10% | – | |
| KALV | New | Kalvista Pharmaceuticals Inc | $6,853,842 | – | 761,538 | +100.0% | 1.38% | – |
| AVDL | New | Avadel Pharmaceuticals PLCsponsored adr | $6,344,635 | – | 384,990 | +100.0% | 1.28% | – |
| VRDN | New | Viridian Therapeutics Inc | $6,074,134 | – | 255,323 | +100.0% | 1.22% | – |
| EWTX | New | Edgewise Therapeutics Inc | $5,524,185 | – | 712,798 | +100.0% | 1.11% | – |
| ADAP | New | Adaptimmune Therapeutics plc | $4,713,719 | – | 5,095,912 | +100.0% | 0.95% | – |
| OLMA | New | Olema Pharmaceuticals, Inc. | $4,176,375 | – | 462,500 | +100.0% | 0.84% | – |
| New | Ventyx Biosciences Inc | $1,041,302 | – | 31,747 | +100.0% | 0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Harpoon Therapeutics, Inc. | 15 | Q2 2023 | 27.6% |
| Repare Therapeutics, Inc. | 14 | Q3 2023 | 19.7% |
| TCR2 Therapeutics, Inc. | 14 | Q1 2023 | 18.0% |
| iTeos Therapeutics, Inc. | 13 | Q3 2023 | 15.7% |
| G1 Therapeutics, Inc. | 13 | Q4 2022 | 13.3% |
| Y Mabs Therapeutics, Inc. | 12 | Q3 2022 | 5.4% |
| Cullinan Oncology, Inc. | 11 | Q3 2023 | 41.4% |
| Epizyme, Inc. | 11 | Q2 2022 | 22.1% |
| Oncorus, Inc. | 11 | Q2 2023 | 13.3% |
| Intellia Therapeutics, Inc. | 10 | Q3 2023 | 5.5% |
View MPM BioImpact LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| SC 13D/A | 2023-08-01 |
| SC 13D | 2023-06-12 |
| 4 | 2023-06-05 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
View MPM BioImpact LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.