MPM BioImpact LLC holds a focused book of 41 stocks worth $1.3B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Aktis Oncology Inc and trimmed Alumis Inc. Their largest long position is DBV Technologies Sa-Spon ADR at 8% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1687078/holdings"
Use Arkolith to show MPM BioImpact LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | DBV Technologies S A SPONSORED ADS | $108.9M | 5.21M | 8.4% | ▲+423% Added · +4.2M sh | |
| 2 | Cullinan Therapeutics, Inc. Common | $108.7M | 7.65M | 8.4% | —Held | |
| 3 | Aktis Oncology, Inc. Common | $86.5M | 4.84M | 6.7% | ▲New New position | |
| 4 | Liquidia Corporation Common | $53.0M | 1.41M | 4.1% | ▲+0.3% Added · +4K sh | |
| 5 | Alumis Inc Common | $52.6M | 2.39M | 4.1% | ▼−0.6% Reduced · −15K sh | |
| 6 | Edgewise Therapeutics Inc Common | $52.3M | 1.66M | 4.0% | ▲+0.3% Added · +5K sh | |
| 7 | Revolution Medicines, Inc. Common | $49.3M | 506.8K | 3.8% | ▲+0.2% Added · +1K sh | |
| 8 | Agios Pharmaceuticals Inc Common | $44.2M | 1.31M | 3.4% | ▲+0.2% Added · +3K sh | |
| 9 | Corcept Therapeutics, Inc. Common | $39.7M | 985.7K | 3.1% | ▲New New position | |
| 10 | Trevi Therapeutics Inc Common | $39.4M | 3.30M | 3.0% | ▲+0.3% Added · +11K sh | |
| 11 | Dianthus Therapeutics Inc Common | $35.6M | 424.0K | 2.7% | ▲New New position | |
| 12 | Xenon Pharmaceuticals Inc Common | $34.2M | 588.7K | 2.6% | ▲+21% Added · +103K sh | |
| 13 | MoonLake Immunotherapeutics Class A Ord | $33.8M | 1.81M | 2.6% | ▲New New position | |
| 14 | Travere Therapeutics Inc Common | $33.7M | 1.13M | 2.6% | ▲New New position | |
| 15 | Evommune Inc Common | $33.5M | 1.46M | 2.6% | ▲13× Added · +1.3M sh | |
| 16 | Cytokinetics Inc Common | $33.0M | 500.0K | 2.5% | ▲New New position | |
| 17 | Syndax Pharmaceuticals Inc Common | $31.3M | 1.34M | 2.4% | ▲+0.2% Added · +3K sh | |
| 18 | Context Therapeutics Inc Common | $28.0M | 10.68M | 2.2% | —Held | |
| 19 | Forte Biosciences, Inc. Common | $25.9M | 1.00M | 2.0% | ▲New New position | |
| 20 | Palvella Therapeutics Inc Common | $25.7M | 206.4K | 2.0% | ▲+0.3% Added · +659 sh | |
| 21 | Dyne Therapeutics, Inc. Common | $25.5M | 1.41M | 2.0% | ▲+0.2% Added · +3K sh | |
| 22 | Stoke Therapeutics Inc Common | $25.0M | 767.0K | 1.9% | ▼−0.4% Reduced · −3K sh | |
| 23 | Corvus Pharmaceuticals Inc Common | $24.5M | 1.67M | 1.9% | ▼−39% Reduced · −1.1M sh | |
| 24 | Relay Therapeutics Inc. Common | $23.5M | 2.36M | 1.8% | ▲+5.7% Added · +127K sh | |
| 25 | Tarsus Pharmaceuticals Inc Common | $23.1M | 329.8K | 1.8% | ▲+0.3% Added · +881 sh | |
| 26 | Oric Pharmaceuticals Inc Common | $22.9M | 1.80M | 1.8% | ▲+0.3% Added · +5K sh | |
| 27 | Uniqure NV Common | $22.4M | 1.37M | 1.7% | ▼−0.9% Reduced · −12K sh | |
| 28 | Monte Rosa Therapeutics Inc Common | $19.4M | 1.18M | 1.5% | ▲+0.3% Added · +4K sh | |
| 29 | Natera Inc Common | $18.6M | 93.1K | 1.4% | ▼−0.5% Reduced · −477 sh | |
| 30 | Climb Bio Inc Common | $17.8M | 2.59M | 1.4% | ▼−2.9% Reduced · −78K sh | |
| 31 | Arcutis Biotherapeutics Inc Common | $17.3M | 734.0K | 1.3% | ▲+38% Added · +203K sh | |
| 32 | Urogen Pharma Ltd Common | $17.0M | 943.8K | 1.3% | ▲+0.3% Added · +2K sh | |
| 33 | Bright Minds Biosciences Inc Common | $15.5M | 212.2K | 1.2% | ▼−7.8% Reduced · −18K sh | |
| 34 | Zymeworks, Inc. Common | $14.2M | 565.2K | 1.1% | ▲New New position | |
| 35 | Belite Bio Inc SPONSORED ADS | $14.0M | 88.0K | 1.1% | ▲+0.3% Added · +285 sh | |
| 36 | Viridian Therapeutics Inc Common | $12.7M | 649.9K | 1.0% | ▲New New position | |
| 37 | enGene Holdings, Inc. Common | $12.6M | 1.85M | 1.0% | ▲+0.2% Added · +4K sh | |
| 38 | Abivax SA SPONSORED ADS | $11.9M | 107.3K | 0.9% | ▲+90% Added · +51K sh | |
| 39 | Allogene Therapeutics, Inc. Common | $5.5M | 2.24M | 0.4% | ▲New New position | |
| 40 | Aclaris Therapeutics Inc Common | $1.5M | 391.9K | 0.1% | ▲New New position | |
| 41 | Werewolf Therapeutics, Inc. Common | $1.0M | 1.21M | 0.1% | ▼−13% Reduced · −185K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.