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MPM Oncology Impact Management LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

MPM Oncology Impact Management LP

报告期 2026-03-31 · CIK 0001687078

持仓数

41

前50大市值合计

$1.29B

报告期

2026-03-31

当前持仓调仓

前 41 大持仓

标的

类型

市值

股数

占比*

DBVT DBV Technologies S A

SPONSORED ADS

$108.9M

5,213,361

8.4%

CGEM Cullinan Therapeutics, Inc.

Common

$108.7M

7,648,268

8.4%

AKTS Aktis Oncology, Inc.

Common

$86.5M

4,835,872

6.7%

LQDA Liquidia Corporation

Common

$53.0M

1,405,158

4.1%

ALMS Alumis Inc

Common

$52.6M

2,386,529

4.1%

EWTX Edgewise Therapeutics Inc

Common

$52.3M

1,660,696

4.0%

RVMD Revolution Medicines, Inc.

Common

$49.3M

506,776

3.8%

AGIO Agios Pharmaceuticals Inc

Common

$44.2M

1,306,261

3.4%

CORT Corcept Therapeutics, Inc.

Common

$39.7M

985,700

3.1%

TRVI Trevi Therapeutics Inc

Common

$39.4M

3,298,430

3.0%

DNTH Dianthus Therapeutics Inc

Common

$35.6M

423,982

2.7%

XENE Xenon Pharmaceuticals Inc

Common

$34.2M

588,706

2.6%

MLTX MoonLake Immunotherapeutics

Class A Ord

$33.8M

1,811,082

2.6%

TVTX Travere Therapeutics Inc

Common

$33.7M

1,133,365

2.6%

EVMN Evommune Inc

Common

$33.5M

1,455,863

2.6%

CYTK Cytokinetics Inc

Common

$33.0M

500,000

2.5%

SNDX Syndax Pharmaceuticals Inc

Common

$31.3M

1,340,733

2.4%

CNTX Context Therapeutics Inc

Common

$28.0M

10,679,391

2.2%

FBRX Forte Biosciences, Inc.

Common

$25.9M

1,000,682

2.0%

PVLA Palvella Therapeutics Inc

Common

$25.7M

206,404

2.0%

DYN Dyne Therapeutics, Inc.

Common

$25.5M

1,408,152

2.0%

STOK Stoke Therapeutics Inc

Common

$25.0M

767,038

1.9%

CRVS Corvus Pharmaceuticals Inc

Common

$24.5M

1,674,875

1.9%

RLAY Relay Therapeutics Inc.

Common

$23.5M

2,359,586

1.8%

TARS Tarsus Pharmaceuticals Inc

Common

$23.1M

329,750

1.8%

ORIC Oric Pharmaceuticals Inc

Common

$22.9M

1,803,945

1.8%

— Uniqure NV

Common

$22.4M

1,369,231

1.7%

GLUE Monte Rosa Therapeutics Inc

Common

$19.4M

1,176,928

1.5%

NTRA Natera Inc

Common

$18.6M

93,074

1.4%

CLYM Climb Bio Inc

Common

$17.8M

2,593,439

1.4%

ARQT Arcutis Biotherapeutics Inc

Common

$17.3M

733,966

1.3%

— Urogen Pharma Ltd

Common

$17.0M

943,803

1.3%

DRUG Bright Minds Biosciences Inc

Common

$15.5M

212,175

1.2%

ZYME Zymeworks, Inc.

Common

$14.2M

565,249

1.1%

BLTE Belite Bio Inc

SPONSORED ADS

$14.0M

88,045

1.1%

VRDN Viridian Therapeutics Inc

Common

$12.7M

649,873

1.0%

— enGene Holdings, Inc.

Common

$12.6M

1,845,373

1.0%

ABVX Abivax SA

SPONSORED ADS

$11.9M

107,268

0.9%

ALLO Allogene Therapeutics, Inc.

Common

$5.5M

2,242,933

0.4%

ACRS Aclaris Therapeutics Inc

Common

$1.5M

391,918

0.1%

HOWL Werewolf Therapeutics, Inc.

Common

$1.0M

1,208,810

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

36%前 6 大占比

DBVT8.4%CGEM8.4%AKTS6.7%LQDA4.1%ALMS4.1%EWTX4.0%