MB

MPM BIOIMPACT LLC

13F
MPM BIOIMPACT LLC
Last update 2025-05-16 43 Stocks (6 new)
Value $582.00 Mil Turnover 21 %
Countries:
Top Holdings: CGEM(9.95%)MDGL(5.72%)ZLAB(5.18%)EWTX(4.18%)LNTH(3.90%)
Summary Stock Picks Current Portfolio
MPM BIOIMPACT LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CGEM
Cullinan Therapeutics Inc
7,648,268
57,897.4
0%
9.950
0%
12.960
+0.79%
-37.03%
452.6
Biotechnology
MDGL
Madrigal Pharmaceuticals Inc
100,415
33,260.5
New Holding
5.720
+5.72%
0.450
+12.08%
+11.80%
7,659.5
Biotechnology
ZLAB
Zai Lab Ltd
833,659
30,128.4
+4.21%
5.180
+0.21%
0.760
+22.59%
+35.43%
3,902.3
Biotechnology
EWTX
Edgewise Therapeutics Inc
1,105,444
24,319.8
+2.42%
4.180
+0.10%
1.050
+4.68%
-48.91%
1,434.9
Biotechnology
LNTH
Lantheus Holdings Inc
232,387
22,681.0
-1.62%
3.900
-0.05%
0.340
-25.97%
-16.82%
5,148.1
Drug Manufacturers
PTCT
PTC Therapeutics Inc
439,977
22,421.2
+1.20%
3.850
+0.05%
0.560
+3.73%
+6.65%
3,815.4
Biotechnology
NTRA
Natera Inc
157,047
22,208.0
-2.23%
3.820
-0.08%
0.120
-1.18%
-6.25%
20,263.5
Medical Diagnostics & Research
TRVI
Trevi Therapeutics Inc
3,428,366
21,564.4
+10.77%
3.710
+0.36%
3.370
+10.00%
+62.86%
817.0
Biotechnology
CRNX
Crinetics Pharmaceuticals Inc
631,964
21,196.1
+2.42%
3.640
+0.09%
0.670
+7.84%
-37.61%
2,988.4
Biotechnology
RNA
Avidity Biosciences Inc
714,224
21,083.9
+1.60%
3.620
+0.06%
0.590
+30.16%
+15.30%
4,041.0
Biotechnology

MPM BIOIMPACT LLC 's Historical Top Holdings Breakdowns

MPM BIOIMPACT LLC 's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MDGL
Madrigal Pharmaceuticals Inc
2025-03-31
New Buy
New Buy
+5.72%
●
272.79 ($328.59) 355.88
$344.97
4.98%
New holding
100,415
100,415
INSM
Insmed Inc
2025-03-31
Sold Out
Sold Out
-3.82%
●
65.25 ($76.49) 83.83
$104.59
36.74%
Sold Out
0
-389,611
MIRM
Mirum Pharmaceuticals Inc
2025-03-31
Sold Out
Sold Out
-3.46%
●
41.32 ($47.13) 53.16
$52.80
12.03%
Sold Out
0
-589,579
IRON
Disc Medicine Inc
2025-03-31
Sold Out
Sold Out
-3.12%
●
49.64 ($55.6) 63.82
$57.34
3.13%
Sold Out
0
-346,401
SPRY
ARS Pharmaceuticals Inc
2025-03-31
New Buy
New Buy
+2.84%
●
10.18 ($12.03) 14.88
$17.87
48.55%
New holding
1,313,104
1,313,104
SRRK
Scholar Rock Holding Corp
2025-03-31
Sold Out
Sold Out
-2.55%
●
32.15 ($38.47) 46.73
$41.15
6.97%
Sold Out
0
-416,144
ALKS
Alkermes PLC
2025-03-31
New Buy
New Buy
+1.92%
●
28.08 ($32.61) 36
$29.20
-10.46%
New holding
337,603
337,603
UTHR
United Therapeutics Corp
2025-03-31
Add
Add
+1.90%
●
304.42 ($342.7) 380.78
$298.16
-13.00%
Add 156.12%
58,907
35,907
AKRO
Akero Therapeutics Inc
2025-03-31
Sold Out
Sold Out
-1.82%
●
21.87 ($42.39) 57.56
$53.60
26.44%
Sold Out
0
-460,617
JANX
Janux Therapeutics Inc
2025-03-31
Add
Add
+1.56%
●
27 ($37.69) 57.81
$27.00
-28.36%
Add 146.61%
567,193
337,193

MPM BIOIMPACT LLC Total Holding History ($B)

To

MPM BIOIMPACT LLC 's Asset Allocation

To

MPM BIOIMPACT LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MPM BIOIMPACT LLC 's Hypothetical Growth since 2025-03-31

MPM BIOIMPACT LLC 's Yearly Returns

Year Portfolio % % Excess Gain %

MPM BIOIMPACT LLC 's Holdings Heat Map

Size field:

MPM BIOIMPACT LLC 's Holdings Bubble Chart

MPM BIOIMPACT LLC News

  • 1

Discussions on MPM BIOIMPACT LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.