Mpm Bioimpact 13F annual report
Mpm Bioimpact is an investment fund managing more than $644 billion ran by Christopher Wolf. There are currently 44 companies in Mr. Wolf’s portfolio. The largest investments include Cullinan Therapeutics, Inc. and Insmed Inc, together worth $175 billion.
$644 billion Assets Under Management (AUM)
As of 7th August 2024, Mpm Bioimpact’s top holding is 7,648,268 shares of Cullinan Therapeutics, Inc. currently worth over $133 billion and making up 20.7% of the portfolio value.
In addition, the fund holds 615,391 shares of Insmed Inc worth $41.2 billion, whose value grew 178.4% in the past six months.
The third-largest holding is Olema Pharmaceuticals worth $28.7 billion and the next is iTeos Therapeutics worth $25.9 billion, with 1,745,943 shares owned.
Currently, Mpm Bioimpact's portfolio is worth at least $644 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Mpm Bioimpact
The Mpm Bioimpact office and employees reside in Boston, Massachusetts. According to the last 13-F report filed with the SEC, Christopher Wolf serves as the Chief Financial Officer at Mpm Bioimpact.
Recent trades
In the most recent 13F filing, Mpm Bioimpact revealed that it had opened a new position in
Natera Inc and bought 174,811 shares worth $18.9 billion.
This means they effectively own approximately 0.1% of the company.
Natera Inc makes up
4.4%
of the fund's Health Care sector allocation and has grown its share price by 109.1% in the past year.
The investment fund also strengthened its position in Insmed Inc by buying
85,648 additional shares.
This makes their stake in Insmed Inc total 615,391 shares worth $41.2 billion.
Insmed Inc soared 242.5% in the past year.
On the other hand, there are companies that Mpm Bioimpact is getting rid of from its portfolio.
Mpm Bioimpact closed its position in IVERIC bio Inc on 14th August 2024.
It sold the previously owned 1,214,662 shares for $47.8 billion.
Christopher Wolf also disclosed a decreased stake in Iovance Biotherapeutics Inc by 0.2%.
This leaves the value of the investment at $19 billion and 2,366,714 shares.
One of the average hedge funds
The two most similar investment funds to Mpm Bioimpact are Taikang Asset Management (hong Kong) Co Ltd and Atlas Wealth. They manage $644 billion and $644 billion respectively.
Christopher Wolf investment strategy
Mpm Bioimpact’s portfolio is diversified across 2 sectors.
Currently, their heaviest sector is Health Care — making up 67.3% of
the total portfolio value.
The fund focuses on investments in the United States as
68.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are small-cap stocks.
Stocks with a size of more than $100 million in market cap make up
5% of the total holdings value.
On the other hand, large-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $1.36 billion.
The complete list of Mpm Bioimpact trades based on 13F SEC filings
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Cullinan Therapeutics, Inc. |
No change
7,648,268
|
$133,385,794,000 | 20.73% |
| IVERIC bio Inc |
Closed
1,214,662
|
$47,784,803,000 | |
| Insmed Inc |
16.17%
615,391
|
$41,231,197,000 | 6.41% |
| Chinook Therapeutics, Inc. |
Closed
1,003,406
|
$38,550,859,000 | |
| Geron Corp. |
Closed
9,191,290
|
$29,504,041,000 | |
| Olema Pharmaceuticals, Inc. |
474.03%
2,654,867
|
$28,725,661,000 | 4.46% |
| iTeos Therapeutics, Inc. |
No change
1,745,943
|
$25,909,794,000 | 4.03% |
| Crinetics Pharmaceuticals Inc |
16.31%
557,184
|
$24,956,271,000 | 3.88% |
| Reata Pharmaceuticals Inc |
Closed
234,478
|
$23,907,377,000 | |
| Madrigal Pharmaceuticals Inc |
87.27%
71,185
|
$19,943,190,000 | 3.10% |
| Iovance Biotherapeutics Inc |
19.78%
2,366,714
|
$18,981,046,000 | 2.95% |
| Natera Inc |
Opened
174,811
|
$18,930,283,000 | 2.94% |
| Mirum Pharmaceuticals Inc |
Opened
492,569
|
$16,840,934,000 | 2.62% |
| Ultragenyx Pharmaceutical Inc. |
Opened
380,552
|
$15,640,687,000 | 2.43% |
| Moonlake Immunotherapeutics |
16.31%
343,235
|
$15,092,043,000 | 2.35% |
| Guardant Health Inc |
Opened
500,000
|
$14,440,000,000 | 2.24% |
| Disc Medicine Inc |
Opened
305,658
|
$13,776,006,000 | 2.14% |
| Alkermes plc |
Opened
557,556
|
$13,437,100,000 | 2.09% |
| Edgewise Therapeutics Inc |
3.91%
740,661
|
$13,339,305,000 | 2.07% |
| ALX Oncology Holdings Inc. |
Opened
2,180,864
|
$13,150,610,000 | 2.04% |
| Morphic Holding Inc |
Opened
369,384
|
$12,584,913,000 | 1.96% |
| Lantheus Holdings Inc |
Opened
150,000
|
$12,043,500,000 | 1.87% |
| Karuna Therapeutics Inc |
Closed
53,399
|
$11,579,573,000 | |
| Revolution Medicines Inc |
5.85%
289,396
|
$11,231,459,000 | 1.75% |
| Avadel Pharmaceuticals plc |
103.44%
783,242
|
$11,012,383,000 | 1.71% |
| Xeris Biopharma Holdings Inc |
21.52%
4,830,526
|
$10,868,684,000 | 1.69% |
| Axsome Therapeutics Inc |
41.38%
132,312
|
$10,651,116,000 | 1.66% |
| KalVista Pharmaceuticals Inc |
15.81%
881,937
|
$10,389,218,000 | 1.61% |
| Intellia Therapeutics Inc |
18.57%
443,503
|
$9,925,597,000 | 1.54% |
| Hillevax Inc |
Opened
645,085
|
$9,327,929,000 | 1.45% |
| Akero Therapeutics Inc |
Opened
385,990
|
$9,055,325,000 | 1.41% |
| 89bio Inc |
Opened
1,121,736
|
$8,985,105,000 | 1.40% |
| Fulcrum Therapeutics Inc |
Opened
1,444,851
|
$8,958,076,000 | 1.39% |
| Sutro Biopharma Inc |
Opened
3,043,346
|
$8,917,004,000 | 1.39% |
| Scholar Rock Holding Corp |
Opened
1,028,330
|
$8,565,989,000 | 1.33% |
| Travere Therapeutics Inc. |
Closed
552,846
|
$8,491,715,000 | |
| Relay Therapeutics, Inc. |
5.90%
1,274,459
|
$8,309,473,000 | 1.29% |
| Cartesian Therapeutics Inc |
Opened
259,696
|
$7,014,389,000 | 1.09% |
| Regenxbio Inc |
15.17%
557,076
|
$6,517,789,000 | 1.01% |
| Amicus Therapeutics Inc |
Closed
516,139
|
$6,482,706,000 | |
| Viking Therapeutics Inc |
Opened
118,960
|
$6,306,070,000 | 0.98% |
| Viridian Therapeutics Inc |
Closed
255,323
|
$6,074,134,000 | |
| Zentalis Pharmaceuticals, Llc |
Opened
1,450,000
|
$5,930,500,000 | 0.92% |
| Werewolf Therapeutics, Inc. |
No change
2,388,011
|
$5,826,747,000 | 0.91% |
| Repare Therapeutics Inc. |
No change
1,639,849
|
$5,411,502,000 | 0.84% |
| Avidity Biosciences, Inc. |
Opened
125,000
|
$5,106,250,000 | 0.79% |
| Compass Therapeutics, Inc. |
Opened
5,005,086
|
$5,005,086,000 | 0.78% |
| Adaptimmune Therapeutics Plc |
No change
5,095,912
|
$4,968,514,000 | 0.77% |
| Immatics Nv |
Opened
417,810
|
$4,854,952,000 | 0.75% |
| Trevi Therapeutics, Inc. |
Opened
1,510,174
|
$4,500,319,000 | 0.70% |
| Phathom Pharmaceuticals Inc |
Closed
282,332
|
$4,042,994,000 | |
| Verve Therapeutics, Inc |
25.62%
638,163
|
$3,114,235,000 | 0.48% |
| Harpoon Therapeutics, Inc. |
Closed
3,196,707
|
$2,269,662,000 | |
| Inozyme Pharma, Inc. |
Closed
326,921
|
$1,820,950,000 | |
| Ventyx Biosciences Inc |
Closed
31,747
|
$1,041,302,000 | |
| Allakos Inc |
Opened
344,900
|
$344,900,000 | 0.05% |
| Oncorus, Inc. |
Closed
2,377,031
|
$96,270,000 | |
| No transactions found | |||
| Showing first 500 out of 57 holdings | |||
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