MPM BIOIMPACT LLC
BOSTON MA · SEC CIK 0001687078
$12.95亿2026Q1 申报市值
41持仓数
49.0%前十大占比 · 第一大 8.4%
11 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DBVT 加仓+$8,808.34万
AKTS 新建仓+$8,651.38万
CORT 新建仓+$3,973.36万
DNTH 新建仓+$3,558.06万
MLTX 新建仓+$3,375.86万
2026Q1 卖出最多 按季末市值估算
MDGL 清仓-$5,635.89万
PTCT 清仓-$3,266.38万
PTGX 清仓-$1,742.18万
CRVS 减仓-$1,563.65万
Ventyx Bioscienc 清仓-$1,480.07万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DBVT | DBV Technologies S A | $1.09亿 | 8.41% | 5,213,361 | 4,216,536 | 423.0% | $8,808.34万 | 加仓 |
| CGEM | Cullinan Therapeutics, Inc. | $1.09亿 | 8.39% | 7,648,268 | 0 | 0.0% | — | 不变 |
| AKTS | Aktis Oncology, Inc. | $8,651.38万 | 6.68% | 4,835,872 | 4,835,872 | — | $8,651.38万 | 新建仓 |
| LQDA | Liquidia Corporation | $5,303.07万 | 4.10% | 1,405,158 | 4,289 | 0.3% | $16.19万 | 加仓 |
| ALMS | Alumis Inc | $5,257.52万 | 4.06% | 2,386,529 | -15,463 | -0.6% | -$34.06万 | 减仓 |
| EWTX | Edgewise Therapeutics Inc | $5,231.19万 | 4.04% | 1,660,696 | 5,440 | 0.3% | $17.14万 | 加仓 |
| RVMD | Revolution Medicines, Inc. | $4,928.40万 | 3.81% | 506,776 | 1,104 | 0.2% | $10.74万 | 加仓 |
| AGIO | Agios Pharmaceuticals Inc | $4,419.08万 | 3.41% | 1,306,261 | 2,888 | 0.2% | $9.77万 | 加仓 |
| CORT | Corcept Therapeutics, Inc. | $3,973.36万 | 3.07% | 985,700 | 985,700 | — | $3,973.36万 | 新建仓 |
| TRVI | Trevi Therapeutics Inc | $3,935.03万 | 3.04% | 3,298,430 | 11,343 | 0.3% | $13.53万 | 加仓 |
| DNTH | Dianthus Therapeutics Inc | $3,558.06万 | 2.75% | 423,982 | 423,982 | — | $3,558.06万 | 新建仓 |
| XENE | Xenon Pharmaceuticals Inc | $3,423.33万 | 2.64% | 588,706 | 103,086 | 21.2% | $599.45万 | 加仓 |
| MLTX | MoonLake Immunotherapeutics | $3,375.86万 | 2.61% | 1,811,082 | 1,811,082 | — | $3,375.86万 | 新建仓 |
| TVTX | Travere Therapeutics Inc | $3,367.23万 | 2.60% | 1,133,365 | 1,133,365 | — | $3,367.23万 | 新建仓 |
| EVMN | Evommune Inc | $3,347.03万 | 2.58% | 1,455,863 | 1,342,841 | 1,188.1% | $3,087.19万 | 加仓 |
| CYTK | Cytokinetics Inc | $3,295.50万 | 2.54% | 500,000 | 500,000 | — | $3,295.50万 | 新建仓 |
| SNDX | Syndax Pharmaceuticals Inc | $3,131.95万 | 2.42% | 1,340,733 | 3,031 | 0.2% | $7.08万 | 加仓 |
| — | Context Therapeutics Inc | $2,798.00万 | 2.16% | 10,679,391 | 0 | 0.0% | — | 不变 |
| — | Forte Biosciences, Inc. | $2,591.77万 | 2.00% | 1,000,682 | 1,000,682 | — | $2,591.77万 | 新建仓 |
| PVLA | Palvella Therapeutics Inc | $2,572.83万 | 1.99% | 206,404 | 659 | 0.3% | $8.21万 | 加仓 |
| DYN | Dyne Therapeutics, Inc. | $2,552.98万 | 1.97% | 1,408,152 | 2,764 | 0.2% | $5.01万 | 加仓 |
| STOK | Stoke Therapeutics Inc | $2,497.48万 | 1.93% | 767,038 | -3,251 | -0.4% | -$10.59万 | 减仓 |
| CRVS | Corvus Pharmaceuticals Inc | $2,450.34万 | 1.89% | 1,674,875 | -1,068,796 | -39.0% | -$1,563.65万 | 减仓 |
| RLAY | Relay Therapeutics Inc. | $2,347.79万 | 1.81% | 2,359,586 | 127,135 | 5.7% | $126.50万 | 加仓 |
| TARS | Tarsus Pharmaceuticals Inc | $2,313.20万 | 1.79% | 329,750 | 881 | 0.3% | $6.18万 | 加仓 |
| ORIC | Oric Pharmaceuticals Inc | $2,285.60万 | 1.77% | 1,803,945 | 5,228 | 0.3% | $6.62万 | 加仓 |
| QURE | Uniqure NV | $2,238.69万 | 1.73% | 1,369,231 | -12,397 | -0.9% | -$20.27万 | 减仓 |
| GLUE | Monte Rosa Therapeutics Inc | $1,936.05万 | 1.50% | 1,176,928 | 3,552 | 0.3% | $5.84万 | 加仓 |
| NTRA | Natera Inc | $1,861.39万 | 1.44% | 93,074 | -477 | -0.5% | -$9.54万 | 减仓 |
| CLYM | Climb Bio Inc | $1,776.51万 | 1.37% | 2,593,439 | -78,041 | -2.9% | -$53.46万 | 减仓 |
| ARQT | Arcutis Biotherapeutics Inc | $1,729.22万 | 1.34% | 733,966 | 202,766 | 38.2% | $477.72万 | 加仓 |
| URGN | Urogen Pharma Ltd | $1,696.96万 | 1.31% | 943,803 | 2,425 | 0.3% | $4.36万 | 加仓 |
| DRUG | Bright Minds Biosciences Inc | $1,548.24万 | 1.20% | 212,175 | -17,972 | -7.8% | -$131.14万 | 减仓 |
| ZYME | Zymeworks, Inc. | $1,415.38万 | 1.09% | 565,249 | 565,249 | — | $1,415.38万 | 新建仓 |
| BLTE | Belite Bio Inc | $1,403.79万 | 1.08% | 88,045 | 285 | 0.3% | $4.54万 | 加仓 |
| VRDN | Viridian Therapeutics Inc | $1,271.15万 | 0.98% | 649,873 | 649,873 | — | $1,271.15万 | 新建仓 |
| — | enGene Holdings, Inc. | $1,256.70万 | 0.97% | 1,845,373 | 4,475 | 0.2% | $3.05万 | 加仓 |
| ABVX | Abivax SA | $1,194.43万 | 0.92% | 107,268 | 50,952 | 90.5% | $567.35万 | 加仓 |
| ALLO | Allogene Therapeutics, Inc. | $547.28万 | 0.42% | 2,242,933 | 2,242,933 | — | $547.28万 | 新建仓 |
| ACRS | Aclaris Therapeutics Inc | $146.97万 | 0.11% | 391,918 | 391,918 | — | $146.97万 | 新建仓 |
| — | Werewolf Therapeutics, Inc. | $100.65万 | 0.08% | 1,208,810 | -184,747 | -13.3% | -$15.38万 | 减仓 |
| MDGL | Madrigal Pharmaceuticals Inc | $0 | 0.00% | 0 | -96,780 | -100.0% | -$5,635.89万 | 清仓 |
| PTCT | PTC Therapeutics Inc | $0 | 0.00% | 0 | -430,013 | -100.0% | -$3,266.38万 | 清仓 |
| PTGX | Protagonist Therapeutics Inc | $0 | 0.00% | 0 | -199,471 | -100.0% | -$1,742.18万 | 清仓 |
| — | Ventyx Biosciences Inc | $0 | 0.00% | 0 | -1,639,061 | -100.0% | -$1,480.07万 | 清仓 |
| — | RAPT Therapeutics Inc | $0 | 0.00% | 0 | -397,906 | -100.0% | -$1,347.71万 | 清仓 |
| RCKT | Rocket Pharmaceuticals, Inc. | $0 | 0.00% | 0 | -1,586,076 | -100.0% | -$556.71万 | 清仓 |
| MAZE | Maze Therapeutics Inc | $0 | 0.00% | 0 | -81,145 | -100.0% | -$336.18万 | 清仓 |
| SRPT | Sarepta Therapeutics Inc | $0 | 0.00% | 0 | -70,000 | -100.0% | -$150.64万 | 清仓 |