MPM BIOIMPACT LLC
BOSTON MA · SEC CIK 0001687078
$16.40亿2026Q2 申报市值
37持仓数
55.3%前十大占比 · 第一大 10.8%
7 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
RARE 新建仓+$4,735.42万
BIOA 新建仓+$4,087.44万
CGEM 加仓+$3,793.28万
TSHA 新建仓+$3,064.50万
ABVX 加仓+$3,052.71万
2026Q2 卖出最多 按季末市值估算
AGIO 清仓-$4,419.08万
XENE 清仓-$3,423.33万
EVMN 清仓-$3,347.03万
CYTK 清仓-$3,295.50万
DBVT 减仓-$2,537.21万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AGIO | Agios Pharmaceuticals Inc | $0 | 0.00% | 0 | -1,306,261 | -100.0% | -$4,419.08万 | 清仓 |
| XENE | Xenon Pharmaceuticals Inc | $0 | 0.00% | 0 | -588,706 | -100.0% | -$3,423.33万 | 清仓 |
| EVMN | Evommune Inc | $0 | 0.00% | 0 | -1,455,863 | -100.0% | -$3,347.03万 | 清仓 |
| CYTK | Cytokinetics Inc | $0 | 0.00% | 0 | -500,000 | -100.0% | -$3,295.50万 | 清仓 |
| CRVS | Corvus Pharmaceuticals Inc | $0 | 0.00% | 0 | -1,674,875 | -100.0% | -$2,450.34万 | 清仓 |
| CLYM | Climb Bio Inc | $0 | 0.00% | 0 | -2,593,439 | -100.0% | -$1,776.51万 | 清仓 |
| ARQT | Arcutis Biotherapeutics Inc | $0 | 0.00% | 0 | -733,966 | -100.0% | -$1,729.22万 | 清仓 |
| ZYME | Zymeworks, Inc. | $0 | 0.00% | 0 | -565,249 | -100.0% | -$1,415.38万 | 清仓 |
| VRDN | Viridian Therapeutics Inc | $0 | 0.00% | 0 | -649,873 | -100.0% | -$1,271.15万 | 清仓 |
| — | enGene Holdings, Inc. | $0 | 0.00% | 0 | -1,845,373 | -100.0% | -$1,256.70万 | 清仓 |
| ALLO | Allogene Therapeutics, Inc. | $0 | 0.00% | 0 | -2,242,933 | -100.0% | -$547.28万 | 清仓 |
| — | Werewolf Therapeutics, Inc. | $2.89万 | 0.00% | 80,142 | -1,128,668 | -93.4% | -$40.63万 | 减仓 |
| — | Context Therapeutics Inc | $71.95万 | 0.04% | 1,299,046 | -9,380,345 | -87.8% | -$519.58万 | 减仓 |
| ACRS | Aclaris Therapeutics Inc | $551.47万 | 0.34% | 1,042,467 | 650,549 | 166.0% | $344.14万 | 加仓 |
| TRDA | Entrada Therapeutics, Inc. | $922.25万 | 0.56% | 1,253,053 | 1,253,053 | — | $922.25万 | 新建仓 |
| DRUG | Bright Minds Biosciences Inc | $1,418.84万 | 0.87% | 202,114 | -10,061 | -4.7% | -$70.63万 | 减仓 |
| ANNX | Annexon Inc | $2,023.83万 | 1.23% | 3,544,354 | 3,544,354 | — | $2,023.83万 | 新建仓 |
| TARS | Tarsus Pharmaceuticals Inc | $2,026.71万 | 1.24% | 322,007 | -7,743 | -2.3% | -$48.73万 | 减仓 |
| ORIC | Oric Pharmaceuticals Inc | $2,038.38万 | 1.24% | 1,882,162 | 78,217 | 4.3% | $84.71万 | 加仓 |
| — | Forte Biosciences, Inc. | $2,098.33万 | 1.28% | 987,448 | -13,234 | -1.3% | -$28.12万 | 减仓 |
| BLTE | Belite Bio Inc | $2,112.80万 | 1.29% | 137,208 | 49,163 | 55.8% | $757.04万 | 加仓 |
| ANL | Adlai Nortye Ltd | $2,226.73万 | 1.36% | 1,936,291 | 1,936,291 | — | $2,226.73万 | 新建仓 |
| STOK | Stoke Therapeutics Inc | $2,366.68万 | 1.44% | 723,314 | -43,724 | -5.7% | -$143.06万 | 减仓 |
| NTRA | Natera Inc | $2,514.66万 | 1.53% | 92,638 | -436 | -0.5% | -$11.84万 | 减仓 |
| ZURA | Zura Bio Ltd. | $2,638.98万 | 1.61% | 4,472,843 | 4,472,843 | — | $2,638.98万 | 新建仓 |
| GLUE | Monte Rosa Therapeutics Inc | $2,809.82万 | 1.71% | 1,161,081 | -15,847 | -1.3% | -$38.35万 | 减仓 |
| SNDX | Syndax Pharmaceuticals Inc | $2,915.08万 | 1.78% | 1,333,523 | -7,210 | -0.5% | -$15.76万 | 减仓 |
| TSHA | Taysha Gene Therapies, Inc. | $3,064.50万 | 1.87% | 4,500,000 | 4,500,000 | — | $3,064.50万 | 新建仓 |
| PVLA | Palvella Therapeutics Inc | $3,117.94万 | 1.90% | 204,027 | -2,377 | -1.2% | -$36.33万 | 减仓 |
| MLTX | MoonLake Immunotherapeutics | $3,128.76万 | 1.91% | 1,606,967 | -204,115 | -11.3% | -$397.41万 | 减仓 |
| URGN | Urogen Pharma Ltd | $3,434.97万 | 2.09% | 933,415 | -10,388 | -1.1% | -$38.23万 | 减仓 |
| BIOA | BIOAGE Labs Inc | $4,087.44万 | 2.49% | 1,667,661 | 1,667,661 | — | $4,087.44万 | 新建仓 |
| DNTH | Dianthus Therapeutics Inc | $4,094.18万 | 2.50% | 420,002 | -3,980 | -0.9% | -$38.80万 | 减仓 |
| DYN | Dyne Therapeutics, Inc. | $4,268.97万 | 2.60% | 1,922,093 | 513,941 | 36.5% | $1,141.46万 | 加仓 |
| ABVX | Abivax SA | $4,482.16万 | 2.73% | 336,347 | 229,079 | 213.6% | $3,052.71万 | 加仓 |
| RLAY | Relay Therapeutics Inc. | $4,519.72万 | 2.76% | 2,415,672 | 56,086 | 2.4% | $104.94万 | 加仓 |
| RARE | Ultragenyx Pharmaceuticals, Inc. | $4,735.42万 | 2.89% | 1,418,215 | 1,418,215 | — | $4,735.42万 | 新建仓 |
| QURE | Uniqure NV | $5,646.29万 | 3.44% | 1,225,855 | -143,376 | -10.5% | -$660.39万 | 减仓 |
| ALMS | Alumis Inc | $5,681.52万 | 3.46% | 2,019,020 | -367,509 | -15.4% | -$1,034.17万 | 减仓 |
| TRVI | Trevi Therapeutics Inc | $5,732.22万 | 3.50% | 3,073,577 | -224,853 | -6.8% | -$419.35万 | 减仓 |
| DBVT | DBV Technologies S A | $6,012.71万 | 3.67% | 3,666,284 | -1,547,077 | -29.7% | -$2,537.21万 | 减仓 |
| TVTX | Travere Therapeutics Inc | $6,378.23万 | 3.89% | 1,122,731 | -10,634 | -0.9% | -$60.41万 | 减仓 |
| EWTX | Edgewise Therapeutics Inc | $6,585.23万 | 4.02% | 1,620,780 | -39,916 | -2.4% | -$162.18万 | 减仓 |
| CORT | Corcept Therapeutics, Inc. | $6,704.09万 | 4.09% | 771,028 | -214,672 | -21.8% | -$1,866.57万 | 减仓 |
| RVMD | Revolution Medicines, Inc. | $9,223.22万 | 5.62% | 492,483 | -14,293 | -2.8% | -$267.68万 | 减仓 |
| LQDA | Liquidia Corporation | $1.11亿 | 6.74% | 1,386,174 | -18,984 | -1.4% | -$151.36万 | 减仓 |
| AKTS | Aktis Oncology, Inc. | $1.56亿 | 9.50% | 4,835,872 | 0 | 0.0% | — | 不变 |
| CGEM | Cullinan Therapeutics, Inc. | $1.77亿 | 10.81% | 9,731,341 | 2,083,073 | 27.2% | $3,793.28万 | 加仓 |