MPM BioImpact LLC
•CIK: 1687078•Filing: Q4 2025
**MPM BioImpact LLC** is a specialized investment vehicle managing $874M across 38 concentrated positions. The fund exhibits significant conviction in the biotechnology sector, with top holdings including CGEM at $79.2M and MDGL at $56.4M. Notable allocations also include LQDA ($48.3M), TRVI ($41.2M), and EWTX ($41.1M). This portfolio structure suggests a deep, research-driven approach targeting high-growth opportunities within the life sciences landscape.
Total AUM
$874.0M
QoQ Performance
+43.1%
Positions
38
Top 10 Concentration
49.8%
Latest Filing
Q4 2025
Top Holdings Allocation
CGEM
MDGL
LQDA
CGEM9.1%
MDGL6.4%
LQDA5.5%
TRVI4.7%
EWTX4.7%
RVMD4.6%
AGIO4.1%
QURE3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
+12 more exited positions
Changes from Q3 2025
NEW15 new positions
↑6 increased
↓16 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023