Mpm Bioimpact LLC 13F 持仓 · 2026年Q2
Mpm Bioimpact 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 37 只证券，申报市值合计 16.40 亿美元。前几大持仓：CGEM（10.81%）、AKTS（9.50%）、LQDA（6.74%）。本季前 25 大持仓中：新建仓 4 只、增持 4 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CGEM | Cullinan Therapeutics, Inc. | $177.2M | 10.81% | 9.7M | 增持 |
| 2 | AKTS | Aktis Oncology, Inc. | $155.9M | 9.50% | 4.8M | 持平 |
| 3 | LQDA | Liquidia Corporation | $110.5M | 6.74% | 1.4M | 减持 |
| 4 | RVMD | Revolution Medicines, Inc. | $92.2M | 5.62% | 492,483 | 减持 |
| 5 | CORT | Corcept Therapeutics, Inc. | $67.0M | 4.09% | 771,028 | 减持 |
| 6 | EWTX | Edgewise Therapeutics Inc | $65.9M | 4.02% | 1.6M | 减持 |
| 7 | TVTX | Travere Therapeutics Inc | $63.8M | 3.89% | 1.1M | 减持 |
| 8 | DBVT | DBV Technologies S A | $60.1M | 3.67% | 3.7M | 减持 |
| 9 | TRVI | Trevi Therapeutics Inc | $57.3M | 3.50% | 3.1M | 减持 |
| 10 | ALMS | Alumis Inc | $56.8M | 3.46% | 2.0M | 减持 |
| 11 | QURE | Uniqure NV | $56.5M | 3.44% | 1.2M | 减持 |
| 12 | RARE | Ultragenyx Pharmaceuticals, Inc. | $47.4M | 2.89% | 1.4M | 新建仓 |
| 13 | RLAY | Relay Therapeutics Inc. | $45.2M | 2.76% | 2.4M | 增持 |
| 14 | ABVX | Abivax SA | $44.8M | 2.73% | 336,347 | 增持 |
| 15 | DYN | Dyne Therapeutics, Inc. | $42.7M | 2.60% | 1.9M | 增持 |
| 16 | DNTH | Dianthus Therapeutics Inc | $40.9M | 2.50% | 420,002 | 减持 |
| 17 | BIOA | BIOAGE Labs Inc | $40.9M | 2.49% | 1.7M | 新建仓 |
| 18 | URGN | Urogen Pharma Ltd | $34.3M | 2.09% | 933,415 | 减持 |
| 19 | MLTX | MoonLake Immunotherapeutics | $31.3M | 1.91% | 1.6M | 减持 |
| 20 | PVLA | Palvella Therapeutics Inc | $31.2M | 1.90% | 204,027 | 减持 |
| 21 | TSHA | Taysha Gene Therapies, Inc. | $30.6M | 1.87% | 4.5M | 新建仓 |
| 22 | SNDX | Syndax Pharmaceuticals Inc | $29.2M | 1.78% | 1.3M | 减持 |
| 23 | GLUE | Monte Rosa Therapeutics Inc | $28.1M | 1.71% | 1.2M | 减持 |
| 24 | ZURA | Zura Bio Ltd. | $26.4M | 1.61% | 4.5M | 新建仓 |
| 25 | NTRA | Natera Inc | $25.1M | 1.53% | 92,638 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR