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.

Limited to 30 biggest holdings

$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