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Livermore
Livermore
ZHEN

MPM Oncology Impact Management LP

SEC CIK
0001687078
Latest filing
Aug 14, 2026

The latest 13F from MPM Oncology Impact Management LP covers Q2 2026 (filed Aug 14, 2026): 37 long positions worth $1.64B. The top 10 holdings make up 55.3% of the portfolio, and the largest is Cullinan Therapeutics, Inc. (CGEM) at 10.8%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
7
Est. +$197.0M
Added
7
Est. +$92.8M
Reduced
22
Est. −$85.9M
Sold out
11
Est. −$249.3M

Top 5 holdings

Share of this quarter's portfolio value

  1. CGEMCullinan Therapeutics, Inc.
    10.8%$177.2MHistory
  2. AKTSAktis Oncology, Inc.
    9.5%$155.9MHistory
  3. LQDALiquidia Corp
    6.7%$110.5MHistory
  4. RVMDRevolution Medicines, Inc.
    5.6%$92.2MHistory
  5. CORTCorcept Therapeutics Inc
    4.1%$67.0MHistory

Share of portfolio

Top 5 holdings and the other 32 positions, by share of portfolio value

  1. CGEM10.8%
  2. AKTS9.5%
  3. LQDA6.7%
  4. RVMD5.6%
  5. CORT4.1%
  6. Other 32 positions63.2%

Biggest buys

New and added positions, by estimated amount bought

  1. RAREUltragenyx Pharmaceutical Inc.
    +$47.4MNewHistory
  2. BIOABioAge Labs, Inc.
    +$40.9MNewHistory
  3. CGEMCullinan Therapeutics, Inc.
    +$37.9MAddedHistory
  4. TSHATaysha Gene Therapies, Inc.
    +$30.6MNewHistory
  5. ABVXAbivax S.A.
    +$30.5MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. RAREUltragenyx Pharmaceutical Inc.
    +2.89 pp0.0% → 2.9%History
  2. BIOABioAge Labs, Inc.
    +2.49 pp0.0% → 2.5%History
  3. CGEMCullinan Therapeutics, Inc.
    +2.41 pp8.4% → 10.8%History
  4. TSHATaysha Gene Therapies, Inc.
    +1.87 pp0.0% → 1.9%History
  5. ABVXAbivax S.A.
    +1.81 pp0.9% → 2.7%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. AGIOAgios Pharmaceuticals, Inc.
    −$44.2MSold outHistory
  2. XENEXenon Pharmaceuticals Inc.
    −$34.2MSold outHistory
  3. EVMNEvommune, Inc.
    −$33.5MSold outHistory
  4. CYTKCytokinetics Inc
    −$33.0MSold outHistory
  5. DBVTDBV Technologies S.A.
    −$25.4MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. DBVTDBV Technologies S.A.
    −4.74 pp8.4% → 3.7%History
  2. AGIOAgios Pharmaceuticals, Inc.
    −3.41 pp3.4% → 0.0%History
  3. XENEXenon Pharmaceuticals Inc.
    −2.64 pp2.6% → 0.0%History
  4. EVMNEvommune, Inc.
    −2.58 pp2.6% → 0.0%History
  5. CYTKCytokinetics Inc
    −2.54 pp2.5% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.64B
+$345.1M (+26.6%) vs. prior quarter
Positions
37
−4 vs. prior quarter
Top 10 concentration
55.3%
Top 10 as share of value
Turnover
19.7%
Q2 2026, one quarter
Average holding period
6.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.64B (Q2 2026)

Q1 2021: $795.9MQ2 2021: $608.7MQ3 2021: $644.7MQ4 2021: $548.5MQ1 2022: $372.6MQ2 2022: $360.0MQ3 2022: $422.2MQ4 2022: $385.5MQ1 2023: $384.9MQ2 2023: $496.6MQ3 2023: $374.6MQ4 2023: $427.4MQ1 2024: $622.0MQ2 2024: $643.5MQ3 2024: $666.6MQ4 2024: $704.4MQ1 2025: $581.7MQ2 2025: $577.2MQ3 2025: $610.9MQ4 2025: $874.0MQ1 2026: $1.29BQ2 2026: $1.64B
Q1 2021Q2 2026
13F filings of MPM Oncology Impact Management LP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202637$1.64BCGEMAKTSLQDAvs. Q1 2026SEC
Q1 2026May 15, 202641$1.29BDBVTCGEMAKTSvs. Q4 2025SEC
Q4 2025Feb 17, 202638$874.0MCGEMMDGLLQDAvs. Q3 2025SEC
Q3 2025Nov 14, 202540$610.9MMDGLCGEMAvidity Biosciences, Inc.vs. Q2 2025SEC
Q2 2025Aug 14, 202544$577.2MCGEMMDGLZLABvs. Q1 2025SEC
Q1 2025May 15, 202543$581.7MCGEMMDGLZLABvs. Q4 2024SEC
Q4 2024Feb 14, 202547$704.4MCGEMCRNXEWTXvs. Q3 2024SEC
Q3 2024Nov 13, 202443$666.6MCGEMINSMOLMAvs. Q2 2024SEC
Q2 2024Aug 14, 202444$643.5MCGEMINSMOLMAvs. Q1 2024SEC
Q1 2024May 15, 202438$622.0MCGEMGERNIOVAvs. Q4 2023SEC
Q4 2023Feb 13, 202432$427.4MCGEMIOVAOLMAvs. Q3 2023SEC
Q3 2023Nov 14, 202332$374.6MCGEMOLMAGERNvs. Q2 2023SEC
Q2 2023Aug 14, 202334$496.6MCGEMISEEKDNYvs. Q1 2023SEC
Q1 2023May 12, 202331$384.9MCGEMPRVBISEEvs. Q4 2022SEC
Q4 2022Feb 14, 202333$385.5MCGEMITOSINBXvs. Q3 2022SEC
Q3 2022Nov 14, 202238$422.2MCGEMITOSINBXvs. Q2 2022SEC
Q2 2022Aug 11, 202237$360.0MCGEMITOSRPTXvs. Q1 2022SEC
Q1 2022May 13, 202237$372.6MCGEMITOSMRUSvs. Q4 2021SEC
Q4 2021Feb 11, 202233$548.5MCGEMITOSRPTXvs. Q3 2021SEC
Q3 2021Nov 15, 202133$644.7MCGEMITOSRPTXvs. Q2 2021SEC
Q2 2021Aug 13, 202114$608.7MCGEMITOSTCRRvs. Q1 2021SEC
Q1 2021May 13, 202113$795.9MCGEMHARPITOS–SEC

13D and 13G filings

Companies where MPM Oncology Impact Management LP reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

2 companies, largest stake first.

Companies where MPM Oncology Impact Management LP owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
FBRXForte Biosciences, Inc.13G7.20%1.00M sharesNewMay 15, 20261 filingMay 15, 2026SEC
DBVTDBV Technologies S.A.13G/A6.20%18.3M shares−2.60 ppfrom 8.80%Feb 17, 20263 filingsAug 14, 2026SEC

Latest filings

25 filings on file made by MPM Oncology Impact Management LP or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by MPM Oncology Impact Management LP
CompanyFiled (ET)FilerFormStakeChangeEvent dateFiling
CNTXContext Therapeutics Inc.Aug 14, 20264:03 PM ETMPM Oncology Impact Management LP13G/A1.40%1.30M shares−10.20 ppfrom 11.60%Below 5%Jun 30, 2026SEC
DBVTDBV Technologies S.A.Aug 14, 20264:03 PM ETMPM Oncology Impact Management LP13G/A6.20%18.3M shares−2.60 ppfrom 8.80%Jun 30, 2026SEC
CLYMClimb Bio, Inc.Aug 14, 20264:02 PM ETMPM Oncology Impact Management LP13G/A0.00%0 shares−5.60 ppfrom 5.60%Below 5%Jun 30, 2026SEC
DBVTDBV Technologies S.A.May 15, 20264:09 PM ETMPM Oncology Impact Management LP13G/A8.80%26.1M shares−1.10 ppfrom 9.90%Mar 31, 2026SEC
FBRXForte Biosciences, Inc.May 15, 20264:09 PM ETMPM Oncology Impact Management LP13G7.20%1.00M sharesNewMar 31, 2026SEC
HOWLWerewolf Therapeutics, Inc.May 12, 20267:56 PM ETMPM BioVentures 2014, L.P.and 13 others13D/A3.80%1.83M shares−1.60 ppfrom 5.40%Below 5%May 8, 2026SEC
HOWLWerewolf Therapeutics, Inc.May 5, 20267:04 PM ETMPM BioVentures 2014, L.P.and 13 others13D/A5.40%2.61M shares−1.50 ppfrom 6.90%May 1, 2026SEC
DBVTDBV Technologies S.A.Feb 17, 20264:10 PM ETMPM Oncology Impact Management LP13G9.90%24.6M sharesNewDec 31, 2025SEC
CLYMClimb Bio, Inc.Feb 17, 20264:09 PM ETMPM Oncology Impact Management LP13G5.60%2.67M sharesNewDec 31, 2025SEC
CNTXContext Therapeutics Inc.Feb 17, 20264:09 PM ETMPM Oncology Impact Management LP13G/A11.60%10.7M shares−4.80 ppfrom 16.40%Dec 31, 2025SEC
HOWLWerewolf Therapeutics, Inc.Jan 16, 20265:36 PM ETMPM BioVentures 2014, L.P.and 13 others13D/A6.90%3.37M shares−1.30 ppfrom 8.20%Jan 14, 2026SEC
HOWLWerewolf Therapeutics, Inc.Dec 29, 20256:59 PM ETMPM BioVentures 2014, L.P.and 13 others13D/A8.20%3.98M shares−1.80 ppfrom 10.00%Dec 22, 2025SEC
HOWLWerewolf Therapeutics, Inc.Dec 3, 20257:04 PM ETMPM BioVentures 2014, L.P.and 13 others13D/A10.00%4.87M shares−1.30 ppfrom 11.30%Dec 1, 2025SEC
HOWLWerewolf Therapeutics, Inc.Nov 17, 20258:00 PM ETMPM BioVentures 2014, L.P.and 13 others13D/A11.30%5.48M shares−2.10 ppfrom 13.40%Nov 13, 2025SEC
HOWLWerewolf Therapeutics, Inc.Nov 4, 20256:33 PM ETMPM BioVentures 2014, L.P.and 13 others13D/A13.40%6.15M shares–Oct 31, 2025SEC
CMPXCompass Therapeutics, Inc.Aug 12, 20254:29 PM ETMPM Oncology Impact Management LP13G/A4.10%5.62M shares−2.10 ppfrom 6.20%Below 5%Jun 30, 2025SEC
ITOSiTeos Therapeutics, Inc.May 15, 20255:30 PM ETMPM BioVentures 2014, L.P.and 15 others13D/A4.70%1.80M shares–Below 5%May 13, 2025SEC
CMPXCompass Therapeutics, Inc.Feb 14, 20254:11 PM ETMPM Oncology Impact Management LP13G6.20%8.57M sharesNewDec 31, 2024SEC
RPTXRepare Therapeutics Inc.Jan 31, 20254:15 PM ETMPM BioVentures 2014, L.P.and 10 others13D/A4.60%1.94M shares−0.50 ppfrom 5.10%Below 5%Jan 31, 2025SEC
RPTXRepare Therapeutics Inc.Jan 15, 20256:43 PM ETMPM BioVentures 2014, L.P.and 10 others13D/A5.10%2.15M shares−1.20 ppfrom 6.30%Jan 13, 2025SEC